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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

Featured Research

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.

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.

2025 Institutional Retirement Reference Guide

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

The Retail Retirement Reference Guide — Sixth Edition

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

U.S. Individual Annuity Market Forecast

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

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.

Latest Consumer/Advisor Retirement Research

Retirement Investors in Canada

Oct 19, 2026

Learn about the perceptions, attitudes, behaviors, and financial condition of retirees and workers in Canada.

2026 Retirement Investors: Behaviors, Attitudes, and Financial Situations

Oct 12, 2026

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

LIMRA Financial Wellness Index®: 2026 Update

Oct 9, 2026

The 2026 update of the LIMRA Financial Wellness Index® shows wellness overall increasing very slightly from 2024, but still behind our first measure in 2022.

Risky Business: Managing Regulatory and Fiduciary Risk in Defined Contribution Plans

Sep 15, 2026

Today’s increasingly complex — and litigious — environment poses challenges for the employers who choose to sponsor a workplace retirement investment program, and for the financial advisors who counsel and guide them. This report explores how defined contribution (DC) advisors understand these risks, how they counsel their clients, and what they look for in terms of help from service providers.

The Path to Purchase: How Investors Decide on Deferred Annuities

Aug 21, 2026

What separates deferred annuity buyers from non-buyers? Focus on Deferred Annuity Buyers added.

Retirement Income Readiness Report

Jul 31, 2026

The 2026 Retirement Income Readiness Report examines retirement preparedness, retirement income planning, financial confidence, protected lifetime income, and the factors that help pre-retirees and retirees achieve long-term financial security. New infographic content added.

Related MarketFacts Articles

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.

The New Annuity Buyer: What Drives Purchase Decisions?

Annuity buyers are increasingly motivated by a broader set of objectives. Gain insights into how buyers balance principal protection, growth potential and guidance.

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.

Mind the Retirement Gap: Turning Awareness into Action

LIMRA’s Retirement Income Readiness Report finds most pre-retirees are thinking about retirement, but far fewer are acting on it. See how advisors can close the gap.

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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 key insights on distribution economics, wholesaling, recruitment and retention strategies, and emerging trends across various distribution channels.

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