Skip to content

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 (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.

Advisors and Retirement — Income Planning and the Role of Annuities

Apr 26, 2024

Learn how investment advisors position annuities and provide retirement income planning to their clients.

Impact of Financial Professionals on Retirement Security – Second Edition

Mar 1, 2024

Learn how advisors are providing retirement income planning, and the role annuities play in their practices.

U.S. Consumer Sentiment (January 2024)

Feb 27, 2024

Americans are feeling more optimistic about the economy and the outlook for the year ahead.

Related MarketFacts Articles

Confidence Counts: Education Leads to Sales

LIMRA and Life Happens’ 2024 Insurance Barometer Study is out. Learn the latest about consumers’ perceptions, attitudes and behaviors, including what affects their decision to purchase life insurance.

Advisors and Investors: Views on Retirement Risks

Managing risk effectively is part and parcel of retirement planning, but it can also feel like risky business for those planning for retirement. Learn how advisors and investors differ in their views related to risk.

Whole Life Insurance: Emerging Challenges in 2024

Whole life insurance has enjoyed more than a decade of dominance, but the market is shifting. How are carriers adapting to new market realities?

MarketFacts

Access insightful thought leadership on the forces driving the financial services industry.

Upcoming Related Events

  • There are currently no upcoming {{selectedCategory.title}}

  •  {{eventItem.ext.dateStart.month}} {{eventItem.ext.dateStart.day}}
     {{eventItem.ext.dateStart.month}} -
     {{eventItem.ext.dateEnd.month}} {{eventItem.ext.dateEnd.day}}
    {{eventItem.ext.dateStart.month}} {{eventItem.ext.dateStart.day}}

    {{eventItem. title}}

    {{eventItem.location}}

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.

Did you accomplish the goal of your visit to our site?

Yes No