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Benchmarks

Credible Benchmarks: Lighting the Path to Industry Growth

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Insurance Benchmarks    Annuity Benchmarks     Workplace Benefits Benchmarks    
Canadian Benchmarks    Yearbooks    Forecasts


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Insurance

U.S. Monthly Individual Life Sales

Get the latest monthly individual life sales and application trends. New August and September 2025 data.

U.S. Individual Life Insurance Sales

Size it up — quarterly U.S. individual life insurance sales results reflecting 85 percent of the premium market, as well as annual industry estimates and the comprehensive U.S. Individual Life Insurance Yearbook. New Q1 2025 data.

The 401(k) Scorecard

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information. New Q2 2025 results.

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.

Not-for-Profit Retirement Market

Take a closer look — participant, contribution, and asset benchmarks within not-for-profit retirement plans, with data categorized by product, plan type, and market segment.

Individual Life Combination Products

A detailed look at the state of the combination product market. New 2024 Annual Review.

U.S. Individual Disability Income Insurance Sales

Get a quick look at the most recent individual DI sales and trends in this quarterly benchmark study. New Q1 2025 data.

U.S. Individual Long-Term Care Insurance Sales and In-Force

Find it here — midyear and year-end sales and in-force benchmarks for individual long-term care insurance in the U.S. market. New 2024 data.

U.S. Individual Life Insurance Forecast

What are the expectations for life sales over the next few years? New 2024 - 2027 report.

U.S. Individual Life Insurance: COVID-19 Mortality Experience Study

Explore the impact of COVID-19 on individual life insurance claims experience.

Stable Value and Funding Agreement Products Sales and Assets

See what the survey says . . . about bank and insurance company sales and asset data by major product line in a study jointly sponsored by the Secure Retirement Institute and the Stable Value Investment Association.

Guaranteed Income Investment Options in DC Plans

Stop, look, and learn — information on the market growth of guaranteed income investment options in defined contribution (DC) plans.

U.S. Long-Term Care Insurance Persistency

Long-lasting benefit? Find out about U.S. industry long-term care insurance product-persistency experience benchmarking, product development, and planning.

U.S. Individual Disability Income Insurance Persistency

Product line lapse statistics for the U.S. individual disability income insurance industry.

Annuity

Annuity Sales: Strategic Insights and Future Market Trends

In 2024, annuity sales hit $434.1B, up 13% from 2023. Driven by economic conditions, interest rates, and aging population. High demand for protected growth and guaranteed income.

U.S. Individual Annuity Market

Access your one-stop shop for U.S. annuity sales data — benchmark sales and analysis for a range of annuity products, reported by distribution channels and market types. New Q4 Traditional Variable Annuity Market data.

U.S. Individual Annuity Yearbook

Read the most comprehensive overview and gain insights to the key factors impacting the U.S. individual annuity market.

Group Annuity Risk Transfer

Understand the trends from the quarterly sales, asset, and contract data in the group annuity risk transfer market.

Fixed Indexed Annuity Experience Study

See how owners are utilizing their Fixed Indexed Annuities (FIA).

Variable Annuity Guaranteed Living Benefits Utilization Study (VAGLBUS)

Learn more about benefit utilization - as well as the connection with behaviors such as withdrawals and persistency - to assist with assessing and managing the long-term risks of these VA GLBs.

Bank Annuity Sales

Benchmark sales for a range of annuity products, such as variable, indexed, fixed-rate deferred, and income annuities in the bank channel.

Workplace Benefits

U.S. Workplace Benefits Disability Insurance Sales and In Force

Step right up for the latest sales trends in the U.S. workplace-benefits market for disability insurance. New Q2 2025 data.

U.S. Worksite/Voluntary Sales and In Force

Results are in! View the latest market stats on 100 percent-employee-paid products sold at the workplace. New Q2 2025 data.

U.S. Workplace Dental and Vision Sales and In Force

Schedule your check-up on the latest market results for dental and vision products sold in the workplace. New Q2 2025 data.

U.S. Workplace Supplemental Health Insurance

Get a quick look at how the workplace supplemental health market is performing. Identify trends within the industry as well as among your peers. New Q2 2025 data.

U.S. Workplace Benefits Life Insurance Sales and In Force

Breaking news — see the latest market results for life insurance products sold at the workplace. New Q2 2025 data.

Canada

Canadian Individual Life Insurance Sales Forecast

Individual life insurance sales estimates and forecast for Canada.

Canadian Individual Life Insurance Sales

Sales buzz! Get the latest on quarterly individual life insurance sales for Canada. New 2024 Annual Canadian Individual Life Insurance Sales Supplement.

Canadian Individual Annuities

Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q1 2025 summary data.

Canadian Group Life and Health Insurance Sales

Don't miss the latest sales trends in the Canadian group insurance market for life, long-term disability, and other types of health insurance. New Q3 2025 data.

Canadian Sales Force and Retention

Calendar-year retention of the Canadian career agent sales force. New 2024 data.

Canadian Individual Critical Illness Insurance Sales

Hit your target? Benchmark individual critical illness new sales, in-force business, and growth rates for 16 Canadian companies. New Q2 2025 data.

The Canadian Pension Market

This quarterly survey benchmarks Canadian pension sales and member activity. New Q1 2025 market report and glimpse.

Canadian Segregated Funds Product Experience Study

Learn about Canadian segregated funds product policyholder behavior and mortality experience, key risk factors that materially impact the cost of guaranteed death, maturity, and withdrawal benefits provided by segregated funds products.

All Other Benchmark Research

Career FP (Agent) Recruiting

These studies track the number of financial professionals (agents) recruited and hired by U.S. and Canadian companies in the agency-building/affiliated distribution channel. New 2024 data.

Multiple-Line Exclusive Agency (MLEA) Recruiting Trends

This study tracks MLEA recruiting trends on a semi-annual basis including inexperienced versus experienced and male versus female metrics.

Registered Investment Advisor Quarterly Sentiment Study

This study looks at the key themes relevant to registered investment advisors in the prior quarter.

FP (Agent) Production and Retention

Trending now! Follow the annual stats on retention, production performance, and earnings of full-time Financial Professionals (FPs/agents). 2023 Report now available.

Bank Life Insurance Sales

LIMRA's bank life insurance sales quarterly benchmark.

GDC-Based Compensation Practices

Take a look at how companies are incorporating GDC-based compensation into their financial professionals' compensation plans — for both insurance and investment products.

MLEA Compensation, Production, and Retention

Up or down? View the annual trends on retention, production performance, and earnings of multiple-line exclusive (MLEA) agents.

U.S. Wholesaler Company Practices and Compensation

LIMRA’s annual Wholesaler Company Practices and Compensation Study provides an opportunity for companies to understand how wholesaling organizations that support both insurance and investment products are compensated.

Yearbooks

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.

U.S. Individual Annuity Yearbook

Read the most comprehensive overview and gain insights to the key factors impacting the U.S. individual annuity market.

U.S. Workplace Benefits Yearbook

Read the most comprehensive overview and gain insights into key factors impacting the U.S. workplace benefits market.

Forecasts

Workplace Life and Disability Benefits Forecasts

Explore what is behind the numbers driving LIMRA’s forecast for the workplace life and disability benefits markets.

U.S. Individual Life Insurance Forecast

What are the expectations for life sales over the next few years? New 2024 - 2027 report.

U.S. Individual Annuity Market Forecast

What are the expectations for annuity sales over the next few years?

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