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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

Latest Consumer/Advisor Retirement Research

Advisors and Retirement — Income Planning and the Role of Annuities

Apr 2, 2024

Learn how investment advisors position annuities and provide retirement income planning to their clients.

Impact of Financial Professionals on Retirement Security – Second Edition

Mar 1, 2024

Learn how advisors are providing retirement income planning, and the role annuities play in their practices.

U.S. Consumer Sentiment (January 2024)

Feb 27, 2024

Americans are feeling more optimistic about the economy and the outlook for the year ahead.

Retirement Investors: Behaviors, Attitudes, and Financial Situations

Feb 23, 2024

LIMRA’s 2023 Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

2023 Retirement Investors in Canada

Jan 2, 2024

Learn about the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in Canada.

The Facts of Life and Annuities: 2023 Update

Nov 6, 2023

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

Related MarketFacts Articles

Financial Literacy: Important at Every Age

Financial literacy is key to financial wellness, which is critical to overall well-being. What can we do to promote and foster financial literacy in our communities?

Why Fixed-Rate Deferred Annuity Sales Skyrocketed

Over the past couple of years, fixed-rate deferred (FRD) annuities experienced record-breaking sales. Discover the primary drivers for their growth and what future forecasts predict.

In-Person and Virtual Meetings Win With Buyers

What are shoppers’ habits and preferences when it comes to buying life insurance, and what can carriers do to grow and maintain their customer base?

ADVERTORIAL: Discover the Advantages of a Hybrid EHR Strategy

What is the hybrid approach and how can it change the life insurance industry?

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Related Topics

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

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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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