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Consumer/Advisor Retirement Studies

Gain an edge in the annuity and retirement marketplace

  • Consumers’ retirement attitudes and actions
  • Business growth opportunities for advisors

Featured Research

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.

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.

2025 Institutional Retirement Reference Guide

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

The Retail Retirement Reference Guide — Sixth Edition

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

U.S. Individual Annuity Market Forecast

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

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.

Latest Consumer/Advisor Retirement Research

2026 BEAT Study: Benefits and Employee Attitude Tracker

Jun 8, 2026

Discover employee attitudes and opinions about workplace benefits and overall employment issues.

Financial Wellness Series

May 22, 2026

LIMRA Financial Wellness Index®: Understanding Wellness, Stress, and Stability The 2026 LIMRA Financial Wellness Index® reveals why modest improvements in financial wellness have not translated into everyday relief—and what that means for employers, providers, and consumers.

The Growing Influence of Health Risks on Retirement Security

May 1, 2026

NEW research by Chris Heye, Fellow at the LIMRA Retirement Income Institute reveals that identifying and managing health-related financial risks is central to retirement planning. Audience: Financial Professionals, External

About Wellness: Exploring Plan Sponsor Perceptions and Actions

Feb 4, 2026

This study explores how employers — sponsors of defined contribution (DC) retirement plans — feel about and act upon the need for financial wellness programs in the workplace.

2025 Protected Retirement Income and Planning Study (PRIP)

Dec 1, 2025

The 2025 Protected Retirement and Income Planning (PRIP) research study, conducted by IPSOS, is the only study of its kind that simultaneously surveys consumers and financial professionals.

Changes in Annuity Production: Who’s Driving Growth and What’s Next

Nov 25, 2025

Annuity sales have nearly doubled in 5 years. What fueled this surge, and will those same forces keep driving growth?

Related MarketFacts Articles

Annuity Awareness Month: Helping Overcome Barriers

Annuity adoption often lags not because of need, but because of human fears and complexity. See how reframing lifetime income can change retirement conversations.

Insights and Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports.

MarketFacts

Access insightful thought leadership on the forces driving the financial services industry.

Navigating Disruption With Courageous Leadership

When disruption hits, mindset matters. Courageous leaders embrace change, inspire others and act boldly. Leverage disruption to your advantage!

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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.

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