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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

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.

The Facts of Life and Annuities: 2022 Update

Oct 21, 2022

This compilation of key facts from LIMRA and other sources can be used to educate people about the value of life insurance and annuities.

Fact Book on Retirement Income

Oct 14, 2022

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

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

Aug 22, 2022

Consumer views of the economy fell to an in-pandemic low.

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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

Gain insights into annuity sales, buyers, channels, persistency, and more.

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.