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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

Navigating Financial Futures: Advisors and Retirement Income Planning

May 1, 2024

Find out how advisors are providing retirement income planning services to their clients.

Advisors and Retirement — Income Planning and the Role of Annuities

Apr 26, 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.

Related MarketFacts Articles

Advisors Weigh In: How to Increase Annuity Sales

Although annuity sales reached record highs in the last two years, investment advisor representatives who work for RIA firms sell few annuities. Read on to understand why.

The Rise of Pension Risk Transfers in the U.S.

Pension risk transfers are increasing quarter after quarter. What factors are driving this trend, and what is the impact to annuitants? Also, where is the market heading?

Pre-Retirees Express More Interest in Annuities

Prior to the last few years, pre-retirees had limited interest in annuities. Discover why today’s pre-retirees have a different mindset.

MarketFacts

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Related Topics

Retirement

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

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