Skip to content

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

Latest Consumer/Advisor Retirement Research

COVID-19 Social Distance and Distribution: Firm Survey Summary of Results

Jun 26, 2020

This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19

COVID-19 Social Distance and Distribution: Advisor Survey Summary of Results

Jun 25, 2020

This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.

2020 Insurance Barometer Study

May 22, 2020

The Insurance Barometer is an annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States. The study objectives are to measure financial concern among American consumers and relate these findings to financial behaviors, with a particular focus on life insurance.

Spotlight on Retirement: Latin America

May 6, 2020

In Latin America, demographic and societal changes are stressing the retirement safety net to capacity and beyond. Learn how insurers can help solve the retirement gap. (Columbia added May 2020.)

Coronavirus (COVID-19): Consumer Investment Concerns

Apr 16, 2020

What might be the impact of a coronavirus-related recession on Americans’ investment decisions?

Coronavirus (COVID-19): Consumer Retirement Concerns

Apr 14, 2020

What might be the impact of a coronavirus-related recession on Americans’ retirements?

Upcoming Related Events

  • There are currently no upcoming {{selectedCategory.title}}

  •  {{eventItem.ext.dateStart.month}} {{eventItem.ext.dateStart.day}}
     {{eventItem.ext.dateStart.month}} -
     {{eventItem.ext.dateEnd.month}} {{eventItem.ext.dateEnd.day}}
    {{eventItem.ext.dateStart.month}} {{eventItem.ext.dateStart.day}}

    {{eventItem. title}}

    {{eventItem.location}}

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.