Consumer/Advisor Retirement Studies

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.

• Research Abstract
• Consumer
• Retirement
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Retirees and Pre-Retirees
• Annuities

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.

• Retirement

2025 Institutional Retirement Reference Guide

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

• Research Abstract
• Consumer
• Employer
• Workplace Benefits
• Retirement
• Retirement, Institutional/Workplace
• Retirement Income
• Retirement Planning

The Retail Retirement Reference Guide — Sixth Edition

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

• Research Abstract
• Consumer
• Wealth Markets
• Retirement
• Retirement, Institutional/Workplace
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

U.S. Individual Annuity Market Forecast

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

• Research Benchmark
• Retirement
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

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.

• Research Abstract
• Research Benchmark
• Distribution Channels
• Individual Insurance
• Insurance Products
• Life Insurance

Spotlight on Shana Sood, CMCO at Prudential, ILI

From analytics to artistry, Shana Sood reveals how curiosity and continuous learning shape her leadership style — and drive stronger outcomes. Check out her story!

Why One-and-Done Sales Training Falls Short

Sales success depends on execution, not just knowledge. Break away from one-time training and invest in skill development that drives consistency. Begin the shift.

Today’s Company-Owned Broker-Dealer Market Shifts

Company-owned broker-dealers are shifting from sales-driven products to asset-based revenue models. Explore what is driving the change and what it means for firms.

Annuity Market: Looking Beyond Headline Sales

Today’s annuity market is delivering strong results and new opportunities. See how to connect with more customers and turn momentum into broader, sustained growth.

Longevity as a Distribution Issue: Lessons From Japan

Japan offers a glimpse into the future of longevity and its impact on retirement planning. Find out how advisors can help clients make smarter, long-term decisions.