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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

The Retail Retirement Reference Guide — Sixth Edition

Aug 30, 2024

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

U.S Consumer Sentiment (July 2024)

Aug 9, 2024

How were Americans viewing the economy, their personal finances, and their stress levels at the end of a politically turbulent July?

U.S. Workplace Benefits Yearbook

Aug 8, 2024

Read the most comprehensive overview of the U.S. workplace benefits market, including sales and in-force results and historical trends. Updated with 2023 Year in Review.

U.S. Consumer Sentiment (April 2024)

May 14, 2024

While consumer sentiment about the economy remains stable, confidence in the insurance industry encountered setbacks.

Powering Forward: In-Plan Annuities Gain Momentum

May 1, 2024

In-plan annuities are seeing an uptick in adoption as a growing number of workers have limited access to traditional defined benefit (DB) pensions.

Navigating Financial Futures: Advisors and Retirement Income Planning

May 1, 2024

Find out how advisors are providing retirement income planning services to their clients.

Related MarketFacts Articles

Universal APIs: Integrate, Simplify and Modernize

Digital transformation, artificial intelligence and generative AI are all changing how we work. What do carriers need to do to ensure long-term success across the industry?

RILAs: Flagship Annuity Product for the Future

Registered index-linked annuity sales have been surpassing traditional variable annuity sales. What is it about this product line that is driving sales, and will this trend continue?

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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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