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Secure Retirement Institute

Member Resources for Growing Your Retirement Business

We help members advance retirement readiness and the financial security of their clients through research, peer forums, education, and innovation. Members develop valuable relationships and build a bridge to the future.

Board of Directors

ABOUT THE INSTITUTE

What's New

Latest Research

U.S. Individual Annuity Market

The Facts of Life and Annuities: 2024 Update

Wellness at Work: Financial, Emotional, and Physical Wellness Programs in the Workplace

AI and Annuities: In Brief

Recommended Research

The Retail Retirement Reference Guide, Fifth Edition

A Future View of U.S. Annuity Sales — Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020 – 2022

U.S. Individual Annuity Yearbook

Institutional Retirement Reference Guide

Latest News

LIMRA: U.S. Single-Premium Pension Risk Transfer Sales Soar 36% to $14.2 billion in the Third Quarter 2024

LIMRA: Fixed Indexed and Registered Index-Linked Annuities Post Record Sales in Third Quarter 2024

LIMRA: Third Quarter 2024 Marks 16 Consecutive Quarterly Increases in U.S. Annuity Sales – Last 10 in Double Digits

SRI® Review

SRI Review Number 2-2021 explores topics relevant to the retirement industry in the current environment, including the evolution of the annuity and DC markets, consumer trends in retirement preparedness, ESG in investing and retirement savings, best practices in response to DOL PTE 2020-02, PEP perspectives, HSAs, and data privacy.

Featured Items of Interest

SECURE Act

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was designed to help Americans save for retirement. How does it help them save?

The Retail Retirement Reference Guide, Fifth Edition

The Retail Retirement Reference Guide (Fifth Edition) provides a wealth of facts and insights at your fingertips.

Institutional Retirement Reference Guide

Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.

Regulatory

Clarify today’s confusing best interest and fiduciary environment.

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.

2025 LIMRA Annual Conference

9/14/2025 - 9/16/2025

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry.

Register

2025 Advanced Sales Forum

8/11/2025 - 8/13/2025

Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.

Register

2025 Supplemental Health, DI & LTC Conference

7/30/2025 - 8/1/2025

Network with your peers and leading industry experts while gaining insight into the latest trends in supplemental health products — accident insurance, critical illness, and hospital indemnity — as well as individual disability insurance and long-term care/combination products — at the 2025 Supplemental Health, DI & LTC Conference.

Register

2025 Caribbean Insurance Conference

6/1/2025 - 6/3/2025

The Annual Caribbean Insurance Conference provides an information sharing and collaborative forum for Caribbean insurance regulatory authorities, insurance educational institutes, actuaries and other special groups with interest in the Insurance industry in the Caribbean.

2025 Wholesaler Leadership Summit

5/13/2025 - 5/14/2025

This highly interactive, hands-on meeting is designed to help leaders of internal, hybrid and external wholesaling teams excel in their roles and lead high performance teams.

Register

Meeting Customer Needs

Research

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

Sales Data

Get all the latest facts and tips regarding retirement.

Education, Training, and Solutions

LIMRA LOMA Secure Retirement Institute resources for education, training, and business solutions.

Retirement Events

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