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Consumer/Advisor Retirement Studies

Gain an edge in the annuity and retirement marketplace

Secure Retirement Institute provides fresh insights into:

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

Latest Consumer/Advisor Retirement Research

U.S. Consumer Sentiment (July 2023)

Sep 20, 2023

Americans’ concerns about the economy and COVID-19 continue to ease.

Harnessing Growth and Seizing Opportunity: 2023 Workforce Benefits Study

Aug 23, 2023

LIMRA and EY partnered to explore the future of workforce benefits, including the changing nature of work, the need for holistic wellness solutions, and the role of digital transformation.

SECURE 2.0: Industry Response

Aug 10, 2023

SECURE 2.0 is a collection of provisions designed to improve Americans’ access to and use of workplace retirement savings programs.

DC Advisor Views: Advisor Perspectives on Retirement Income

Aug 2, 2023

Explore DC advisor perspectives on retirement income investment options in DC investment lineups, and as individual income strategies.

Cross-Selling Life: The Consumer Perspective

Jun 26, 2023

Would a better understanding of consumer attitudes, preferences, and experiences related to purchasing auto, homeowners, and life insurance from a single company help multi-line companies with their cross-selling efforts?

Annuity Product Selection Redux

May 26, 2023

Find out which deferred annuity products are favored by investors, and whether these preferences have shifted since 2021.

Related MarketFacts Articles

Choosing a Financial Professional: What Attributes Are Important to Consumers?

Many things influence consumers when choosing a financial advisor. See how gender, age and various attributes play into their choice.

Playing for Keeps: Strengthening Retention Through Professional Development

Feeling “cared for” by their employer is important to employees’ general health, happiness and engagement. How does your organization need to change to make that happen?

How Generational Preferences Are Redefining Workplace Benefits

Workers are rethinking what benefits are most important to them. What must employers consider to meet employees’ changing needs?

The View From the Road: Insights Into Asia

Discover some of the consistent themes in work culture, distribution and digital engagement found in Asian markets.

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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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