Consumer/Advisor Retirement Studies

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

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

• Research Abstract
• Consumer
• Retirement
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Retirees and Pre-Retirees
• Annuities

Guiding the Rollover Journey: Insights to Empower Investor Decisions and Strengthen Provider Engagement

What’s driving $800 billion in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.

• Retirement

2025 Institutional Retirement Reference Guide

Data and more data about workplace retirement plans and their stakeholders.

• Research Abstract
• Consumer
• Employer
• Workplace Benefits
• Retirement
• Retirement, Institutional/Workplace
• Retirement Income
• Retirement Planning

The Retail Retirement Reference Guide — Sixth Edition

The Retail Retirement Reference Guide (Sixth Edition) provides a wealth of facts and insights at your fingertips.

• Research Abstract
• Consumer
• Wealth Markets
• Retirement
• Retirement, Institutional/Workplace
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

U.S. Individual Annuity Market Forecast

What are the expectations for annuity sales over the next few years? New 2025 - 2028 report.

• Research Benchmark
• Retirement
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

U.S. Individual Life Insurance Yearbook

Read the most comprehensive overview and gain insights into key factors impacting the U.S. individual life insurance market.

• Research Abstract
• Research Benchmark
• Distribution Channels
• Individual Insurance
• Insurance Products
• Life Insurance

LIMRA Convenes Best Minds To Build Retirement Security

The inaugural Best Minds Retirement Symposium brought diverse voices together to strengthen retirement security. Understand the priorities shaping what comes next.

Fraud Prevention: Leveraging Adaptive Strategies

Fraud is becoming more sophisticated, scalable and AI-driven, challenging traditional defenses. Discover how companies can adapt to stay ahead of emerging threats.

RILA Market Evolution: The Future of Diversification

Defined outcome ETFs are gaining traction alongside RILAs, increasing pressure to innovate. See what this shift could mean for product design and differentiation.

Spotlight on Athene’s Amanda Carstens Steward

Carstens Steward shares how Athene is simplifying retirement planning, reaching new audiences and helping more Americans retire with confidence. Check out her story.

The Advisor Gap: Growth and Succession Planning

Talent shortages and evolving client expectations are changing financial services. Find out what companies are doing to sustain growth, continuity and resilience.