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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

2022 Institutional Retirement Reference Guide

A wealth of data about institutional (workplace) retirement plans, markets, sponsors and participants in a comprehensive desktop reference guide.

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

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

2022 Insurance Barometer

The Insurance Barometer is an annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States, with a particular focus on life insurance.

Small Employers and Pooled Employer Plans

What do small employers think about Pooled Employer Plans (PEPs)? Do they think about PEPs at all? This infographic series explores small (1-99) employer thoughts about PEPs and whether they are likely to join them, even to the point of replacing an existing defined contribution (DC) plan.

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

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

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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

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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.