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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

U.S. Consumer Sentiment (July 2025)

Aug 11, 2025

There’s been a modest easing of concerns about the economy following April’s sharp rise.

Capturing the IRA Rollover Market

Aug 6, 2025

Learn more about the dynamics of the growing IRA rollover market.

2025 Institutional Retirement Reference Guide

Jul 9, 2025

Data and more data about workplace retirement plans and their stakeholders.

The Power of Purposeful Benefits: Aligning Cost, Communication, and Satisfaction

Jul 2, 2025

View benefits and employment trends over time and get the insights you need from the 2025 BEAT Study.

2025 BEAT Study: Benefits and Employee Attitude Tracker

Jun 17, 2025

Explore employees' attitudes and opinions about workplace benefits and employment in general.

U.S. Consumer Sentiment (April 2025)

May 5, 2025

Consumer anxiety about the U.S. economy surged in early April as sweeping tariffs led to market fluctuations.

Related MarketFacts Articles

Experience Studies Enter a New Era for Life Insurance

Insurers and regulators need better data. Learn how a new model is reshaping experience studies. Get the latest on how the industry is adapting to modern data needs.

Spotlight on Dennis Martin at OneAmerica Financial

When Dennis Martin lost his mom at 25, everything changed. From tragedy to purpose-driven leadership at OneAmerica, his story shows why this work matters.

Insights and Trends

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

Inspirational Leadership: Purpose and Passion at the Core

Discover what makes leaders truly inspirational — from visionaries to mentors — and explore how you can embrace these qualities in your own leadership journey.

MLEA Distribution Recruiting Dips, but Is the Sky Falling?

What’s really behind the drop in agent recruiting? Dig into the data shaping the future of the field force — and what it could mean for your company’s strategy.

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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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