Consumer/Advisor Retirement Studies

Gain an edge in the annuity and individual retirement marketplace

LIMRA Secure Retirement Institute provides fresh insights into:

Consumers’ retirement attitudes and actions
Business growth opportunities for advisors

Featured Research

Latest Consumer/Advisor Retirement Research

Canadian Consumer Pulse (2019)

Feb 10, 2020

What are the top reasons Canadian workers are not saving for retirement?

Behavioral Finance and Retirement Income Preferences

Jan 9, 2020

Are retirement income feature preferences linked with standard behavioral finance measures?

The Facts of Life and Annuities: 2019 Update

Jan 7, 2020

This compilation of key facts from LIMRA and other sources will educate people about the value of life insurance and annuities.

Getting Communications Right: Understanding Consumer Behavior & Preferences

Dec 19, 2019

Retirement plan communication is a balancing act for plan providers who must navigate the demands of legal requirements, participant and sponsors preferences, costs, and technology. To inform these communication shifts, the Secure Retirement Institute (SRI) surveyed retirement account holders about their current communication behaviors and preferences, and their reactions to potential changes in delivery methods.

Fact Book on Retirement Income

Dec 6, 2019

This study provides an analysis of the retirement income market by different segments, demographics, or retirement status.

Next-Level Customer Experience: How do Insurers Get There?

Oct 24, 2019

Life and annuities carriers' journey to optimizing their customer experience process.

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FEATURED EVENT

2020 Retirement Industry Conference

Leading Through Uncertainty

4/22/2020 - 4/24/2020

The Grand America Hotel, Salt Lake City, UT

The 2020 Retirement Industry Conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the retirement industry.