Consumer/Advisor Retirement Studies

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

• Research Abstract
• Consumer
• Retirement
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Retirees and Pre-Retirees
• Annuities

Guiding the Rollover Journey: Insights to Empower Investor Decisions and Strengthen Provider Engagement

What’s driving $800 billion in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.

• Retirement

2025 Institutional Retirement Reference Guide

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

• Research Abstract
• Consumer
• Employer
• Workplace Benefits
• Retirement
• Retirement, Institutional/Workplace
• Retirement Income
• Retirement Planning

The Retail Retirement Reference Guide — Sixth Edition

The Retail Retirement Reference Guide (Sixth Edition) provides a wealth of facts and insights at your fingertips.

• Research Abstract
• Consumer
• Wealth Markets
• Retirement
• Retirement, Institutional/Workplace
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

U.S. Individual Annuity Market Forecast

What are the expectations for annuity sales over the next few years? New 2025 - 2028 report.

• Research Benchmark
• Retirement
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

U.S. Individual Life Insurance Yearbook

Read the most comprehensive overview and gain insights into key factors impacting the U.S. individual life insurance market. 2025 Yearbook now available.

• Research Abstract
• Research Benchmark
• Distribution Channels
• Individual Insurance
• Insurance Products
• Life Insurance

Tailored Insights: Informing Strategic Decision Making

Industry leaders handle complex issues. Decisions demand clarity. Tailored research aligns industry insight with business goals. Let’s talk about the path forward.

Moving Research Forward With the Help of AI

The strongest research blends AI capabilities with human judgment. Join the conversation on creating deeper insights and more effective outcomes for organizations.

Spotlight on F&G’s VP, Head of Marketing, Molly O’Brien

What began in advisor events evolved into marketing leadership at F&G. O'Brien reflects on the experiences that guided her path. Meet the leader behind the journey.

The Widow’s Walk: Preparing For the Financial Transition

Gen X women are poised to inherit much of the historic wealth transfer, yet many face retirement challenges. Identify how you can support their financial readiness.

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.