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SRI Board

We'll help you make fact-based business decisions.

Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.

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?

Fact Book on Retirement Income

Dec 2, 2022

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.

Emerging Affluent Investors

Feb 21, 2025

Find out what motivates younger investors as they balance competing needs while building their early wealth.

U.S. Individual Annuity Market

Feb 19, 2025

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 Q3 2024 RILA data.

Your Member Relations Director

Featured Conference

Life Insurance Conference

This premier conference offers life insurance conference professionals the opportunity to network with peers and leading industry experts while participating in cross-functional learning.

Thought Leadership

Explore insightful thought leadership on the forces driving the industry.

Publications & Podcasts

Enjoy in-depth reporting on issues that matter to you in LIMRA's award-winning MarketFacts magazine, e-bulletins, and podcasts.

Life and Annuities Forecast: What’s Ahead Through 2027?

Dive into our in-depth forecast of life and annuity sales trends through 2027. Understand the economic and demographic drivers behind the market shifts. Discover more in our detailed forecast.

Navigating the Coral Reef of Intermediary Distribution

The financial distribution ecosystem is changing quickly. See what BGAs and IMOs are focusing on and how they are adapting to new market dynamics to position themselves for growth and success.

Personalizing the Pathway to Executive Leadership

By 2036, 50 percent of the insurance industry workforce is expected to retire, leaving a significant talent gap. Understand what it takes to develop and set next-generation leaders up for success.

FORECAST 2025: Special Edition

In this special issue of MarketFacts, LIMRA and LOMA President and CEO David Levenson and 14 other C-suite executives reveal their thoughts for the financial services industry for 2025.

FORECAST 2025: Impactful Forces

Top executives discuss the impact of technology, regulatory changes, economic factors and talent strategies on the financial services industry. Find out what they had to say.

FORECAST 2025: Economic Climate

Today’s leaders are navigating high interest rates, inflation and market volatility. Learn about their innovative strategies for thriving in the ever-changing economic landscape.

FORECAST 2025: GenAI Outlook

Generative artificial intelligence (GenAI) is the talk of the town. FORECAST 2025 participants share their insights on implementing and leveraging this new technology. See what they had to say.

Your Contact at LIMRA

Faye W. Williamson

Member Relations Director

Work Phone: (860) 285-7826

fwilliamson@limra.com

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