Annuities

Annuity Research

Access the information and key benchmarks you need to grow your business. You will find actionable information on these products and more:

Developing and pricing products
Today’s changing consumers
Employer and employee perspectives and actions
Effective sales, sales processing, and service practices
Unbiased benchmarks

Featured Annuity Research

A Future View of U.S. Annuity Sales – Entering A New Era: U.S. Individual Annuity Market Forecast 2024-2026

As the pace of change accelerates, this annual update of the U.S. Individual Annuity Forecast explores the future of this market.

Deferred Annuity Buyers and Non-Buyers

Learn investor attitudes, relationships with advisors, and feelings about the deferred annuity purchase process.

Latest Annuity Research

Balancing Act: Retirement Timing and Key Considerations

Apr 15, 2024

Though the “perfect” time to retire varies by individual, explore reasons workers retire and how availability and eligibility can drive timing.

The Art and Science of Wholesaling

Apr 15, 2024

To explore the current landscape and future of wholesaling, LIMRA surveyed wholesalers to learn about their activities, opinions, interactions with financial professionals, and perspectives on the future.

The Retirement Journey: Navigating Income Perceptions and Realities

Mar 15, 2024

How do non-retired workers’ perceptions of retirement compare to the realities of retirement for retirees?

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.

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.

Annuity Benchmark Studies

U.S. Individual Annuity Market

Apr 10, 2024

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 2023 data.

U.S. Individual Annuity Yearbook

Dec 5, 2023

How did sales of individual annuities fare in 2022?

Canadian Individual Annuities

Feb 16, 2024

Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province.

Group Annuity Risk Transfer

Jan 17, 2024

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

Retirement

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

Consumer/Advisor Retirement Studies

Gain an edge in today's annuity and individual retirement marketplace.

Institutional Retirement

Get the facts on today's institutional retirement market.

AnnuityCompass

Tap into the power of the industry’s first database of annuity buyers and owners.

Annuity Interest Rates Service

Learn the latest money interest rate sheets for U.S. annuity writers.

Related On-Demand Webinars

Watch anytime, anywhere

A Future View of U.S. Annuity Sales: Individual Annuity Market Forecast 2024-2026

2/20/2024 1 - 1:30 p.m. EST

Annuity sales have had record growth in 2023, as the pace of change of economic conditions accelerates, the U.S. Individual Annuity Forecast by LIMRA explores the future of the individual annuity market — what is expected to happen with sales? Please join Bryan Hodgens to review the highlights of 2023 annuity sales and LIMRA’s 2024-2026 forecast.

The Annuity INSIDER Report December 2023

12/14/2023 12 - 12:45 p.m. EST

Annuity sales continued to show their strength as conditions continued to be favorable. Interest rates rose in the third quarter, yet concerns still remained in America about the potential for a recession. Please join Todd Giesing & Teddy Panaitisor to review the highlights of the third quarter and what we expect in the future.

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