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.
Emerging Affluent Investors
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Find out what motivates younger investors as they balance competing needs while building their early wealth.
U.S. Individual Annuity Market
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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.
Career FP (Agent) Recruiting
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These studies track the number of financial professionals (agents) recruited and hired by U.S. and Canadian companies in the agency-building/affiliated distribution channel. New 2024 data.
Canadian Individual Annuities
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Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q2 2024 data.