Penn Mutual

Fact Book on Retirement Income

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

• Research Abstract
• Research Benchmark
• Distribution Channels
• Consumer
• Generations
• Wealth Markets
• Retirement
• Retirees and Pre-Retirees
• Marketing

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.

• Research Abstract
• Distribution Channels
• Multiple Line Exclusive Agency (MLEA)
• Consumer
• Generations
• Women
• Employer
• Non-Profits
• Private Employers
• Public Employers
• Small Businesses
• Workplace Benefits
• Retirement
• Retirement, Institutional/Workplace
• Retirees and Pre-Retirees
• Talent Management
• Onboarding & Development
• Recruiting
• Selection

The Retirement Income Reference Book — Fourth Edition

The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.

• Research Abstract
• Consumer
• Wealth Markets
• Retirement
• Retirement, Institutional/Workplace
• Retirement, Retail
• Retirement Income
• Retirement Planning
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

The Journey Into Retirement Series

Better understand the outlooks and actions of pre- and recent retirees.

• Research Abstract
• Consumer
• Retirement
• Retirement, Institutional/Workplace
• Retirement, Retail
• Retirement Planning
• Retirees and Pre-Retirees

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.

• Research Abstract
• Consumer
• Retirement
• Insurance Products
• Life Insurance
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

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.