Companies team with and through LIMRA to cost-effectively research hot issues. We can help you tackle the following and more:
If you are interested in accessing the results from any of the completed studies, please contact Lynn Ferris or Michelle Lorenz (contact info at the bottom of the page).
The annuity market has experienced record-breaking growth while variable annuity sales have declined. Folks want to know what the future of the variable annuity market holds, and what can be done to increase sales. This research will help sponsors gain insight into distributor and financial processional perspectives that will help inform market messaging and sales support strategies.
Diversity and Inclusion continues to be a topic of concern and focus across our membership, as the financial services industry desires to increase the level of engagement with historically underserved markets.
This study will seek to understand the unique needs, attitudes, and perceptions of various diverse client segments; evaluate how the needs of these segments might differ at various life stages; and uncover consumer preferences for products.
The series includes five reports — Asian Americans, LGBTQ+, Hispanic Americans, Black Americans, and the U.S. general population for comparison.
There are 33.2 million small businesses in the U.S., which accounts for over 99% of all US businesses. Learn about the priorities of small business owners and how insurance products and services can address their needs. Small business owners often represent a complex sale, and the results of this study will serve to guide advanced sales strategies. Although the research will focus on life insurance, it will ask about additional products such as annuities, long term care, and others. Sponsors will have input into the topics addressed by this research.
Increase your sales of financial services to women thus turning “sayers” to “buyers.” These survey results are compared to the 2018 findings which give us the ability to explore differences over time and a look at pre- and post-pandemic responses from each of the segments. The five segments we investigate are: young professional women, affluent women, mature women, stay-at-home moms, and sole women.
If you are interested in participating in any of our current studies, please contact Lynn Ferris or Michelle Lorenz (contact info at the bottom of the page).
This consortia study dives into the specific concerns and challenges SBOs face across various segments and understanding their financial priorities. How can various life insurance offerings serve as solutions to these challenges? We anticipate covering topics such as life insurance attitudes and preferences, financial priorities and challenges, and succession, transition, and estate planning. This research aims to provide actionable insights that will enable sponsors to better understand the financial priorities of small business owners, and how insurance products and services can effectively address their needs.
We’re currently seeking sponsors for a study on the Canadian Small Business Owner.
This consortia study is aimed at diving into the conversations and expectations surrounding the transfer of wealth between Baby Boomers and their beneficiaries. Topics around beneficiaries and baby boomers will be explored, to generate actionable insights on how to facilitate discussions, transfers, preparations, and long-term wealth management strategies. This research will help sponsors have a deeper understanding of how prepared financial professionals are to capitalize on this generational wealth transfer opportunity, as well as what support to expect from carrier partners.
We’re currently seeking sponsors for a study on Intergenerational Wealth Transfer.