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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

The Implications of Low-for-Long Interest Rates on Life Insurance and Annuity Business

Jul 6, 2021

This report presents results from the second phase of research work exploring the impacts of the low interest rate environment on the insurance industry from the customer and distributor perspective.

Black Americans: Life Insurance Ownership and Attitudes — A 2021 Insurance Barometer Supplementary Report

Jul 1, 2021

This report explores Black Americans’ life insurance ownership and attitudes, as Life Happens and LIMRA recognize the importance of keeping the industry informed on the financial needs and behaviors of diverse consumer markets.

Money in Motion: Understanding the Dynamics of the IRA Rollover Market

May 26, 2021

Learn more about the intricacies of the IRA rollover market.

Consumer Sentiment in the Time of COVID-19 (April 2021)

May 19, 2021

How has consumer sentiment and confidence in the financial services industry changed during the pandemic?

2021 Insurance Barometer Study

Apr 12, 2021

The 2021 study period marks the 11th edition of the annual Insurance Barometer. Surveying American consumers during this difficult time provides critical insights for the industry on the impact that COVID-19 is having on financial attitudes and behaviors.

Moving Plans? COVID-19’s Impact on Retirement Housing

Mar 31, 2021

Did the COVID-19 pandemic cause retirees and pre-retirees to change their plans for housing in retirement?

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