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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

Retirement Investors: Key Trends and Opportunities

Mar 6, 2023

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

U.S. Consumer Sentiment (January 2023)

Feb 10, 2023

Our first survey of the new year finds the average American feeling okay — better than they were six months ago, but far from great.

Fact Book on Retirement Income

Dec 2, 2022

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.

Deferred Annuity Buyers and Non-Buyers

Nov 16, 2022

Learn investor attitudes, relationships with advisors, and feelings about the deferred annuity purchase process.

The LIMRA Financial Wellness Index™

Nov 3, 2022

The LIMRA Financial Wellness Index™ helps give form and definition to the often mercurial concept of financial wellness by creating a wellness “score” that can be assessed over time, and compared within and among different demographic segments.

Consumer Sentiment in the Time of COVID-19 (Oct 2022)

Oct 28, 2022

Americans’ concerns about COVID-19 continue to decline, while concerns about the economy eased more recently.

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