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Consumer/Advisor Retirement Studies

Gain an edge in the annuity and retirement marketplace

  • Consumers’ retirement attitudes and actions
  • Business growth opportunities for advisors

Latest Consumer/Advisor Retirement Research

Benefits Understanding: The Intention Action Gap

Oct 29, 2025

Despite high employee interest in understanding workplace benefits, many still struggle to engage meaningfully with the information provided.

Advised Versus Non-Advised: Two Paths, One Direction

Oct 10, 2025

Discover how investors with and without financial professionals approach rollover decisions and the opportunities to close the advice gap.

Workers and Wellness: A LIMRA Wellness Update

Oct 10, 2025

This update to the LIMRA Financial Wellness Index® focuses on workers’ stress and solutions for achieving wellness.

A Generation at Risk: Unpacking Gen X’s Retirement Realities

Sep 26, 2025

Limited pensions, low confidence, and rising protection needs are reshaping Gen X’s path to retirement.

Capturing the IRA Rollover Market

Sep 25, 2025

Learn more about the dynamics of the growing IRA rollover market. Executive Summary now available.

U.S. Workplace Benefits Yearbook

Sep 23, 2025

Read the most comprehensive overview of the U.S. workplace benefits market, including sales and in-force results and historical trends. 2024 data now available.

Related MarketFacts Articles

Turning up the Heat: What’s Driving FPs’ Annuity Sales

The annuity market is heating up — and financial professionals are serving it as the main course. Get the latest insights on what’s driving demand and what’s next.

Beyond the Payout: Loyalty That Lasts Generations

Life insurers pay $90 billion in death benefits annually — but most relationships end there. Only 1 in 10 beneficiaries become customers. Reimagine what support looks like.

Spotlight on David Mitchell, EVP at Boston Mutual Life Insurance

Boston Mutual’s David Mitchell, EVP of External Affairs, Communications & Innovation, pursued a master’s degree in innovation in his 50s — explore what drives him.

Insights and Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports on a variety of industry topics.

Inside the Fraud Threat: What Every Leader Should Know

Account takeovers, elder exploitation and AI scams are evolving and surging. Strengthen your strategy and empower your employees to protect your business and customers.

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Related Topics

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Institutional Retirement

Get the facts on today's institutional retirement market.

Annuities

Gain insights into annuity sales, buyers, channels, persistency, and more.

Consumer

Better understand consumers — and what they think and do throughout the customer journey.

Distribution

Explore how financial products are sold via agents and advisors, websites, direct marketing, and more.

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