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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

Canadian Consumer Pulse (2019)

What are the top reasons Canadian workers are not saving for retirement?

Behavioral Finance and Retirement Income Preferences

Are retirement income feature preferences linked with standard behavioral finance measures?

The Facts of Life and Annuities: 2019 Update

This compilation of key facts from LIMRA and other sources will educate people about the value of life insurance and annuities.

Getting Communications Right: Understanding Consumer Behavior & Preferences

Retirement plan communication is a balancing act for plan providers who must navigate the demands of legal requirements, participant and sponsors preferences, costs, and technology. To inform these communication shifts, the Secure Retirement Institute (SRI) surveyed retirement account holders about their current communication behaviors and preferences, and their reactions to potential changes in delivery methods.

Fact Book on Retirement Income

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

Next-Level Customer Experience: How do Insurers Get There?

Life and annuities carriers' journey to optimizing their customer experience process.

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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.