LIMRA Research and Benchmark Studies
Access LIMRA’s research findings to develop and execute effective business strategies for engaging today’s ever-changing markets.
All LIMRA Research
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.
Career FP (Agent) Recruiting
Feb 17, 2025
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
Feb 12, 2025
Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q2 2024 data.
Consumer Sentiment Tracking
Feb 10, 2025
How are Americans feeling about the economy and our industry? (Updated February 10, 2025)
Digital Transformation in Canadian Workplace Benefits
Feb 5, 2025
How are Canadian workplace benefits carriers investing in digital transformation?
Consumer Perspectives on Long-Term Care and Insurance Update
Feb 4, 2025
LIMRA checked in with consumers on their interest in life long-term care combination products and how they would prefer to receive care when it is their turn.
Canadian Group Life and Health Insurance Sales
Feb 3, 2025
Don't miss the latest sales trends in the Canadian group insurance market for life, long-term disability, and other types of health insurance. New 4Q 2024 data.
Financial Wellness: Vulnerable Populations Show Resilience Amid Challenges
Jan 29, 2025
In 2024, financial stress and overall wellness scores reveal significant disparities among various demographic groups. Ethnic minorities, LGBTQ+ individuals, and other vulnerable populations face higher risks of financial stress and have lower overall wellness scores.
LIMRA Financial Wellness Index® — Quantifying Financial Wellness as a Basis for Improving It: 2024 Update
Jan 29, 2025
The LIMRA Financial Wellness Index® helps financial and benefits providers, advisors, and the industry quantify financial wellness. It is a first step towards understanding how financial wellness can fit into employer benefits strategies, personal advice, and financial readiness strategies. Demographic views allow for a richer understanding of financial wellness in various populations.
Wellness Works in the Workplace (Infographic)
Jan 24, 2025
Employee stress — financial, emotional, and physical — has risen since 2022.
2024 Retirement Investors: Behaviors, Attitudes, and Financial Situations
Jan 22, 2025
LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.
Inside the Intermediary 4.0: A LIMRA-NAILBA Study – BGA and IMO Survey Results
Jan 20, 2025
LIMRA and NAILBA conducted the fourth annual intermediary study to learn more about BGAs and IMOs.
Insurance
Jan 14, 2025
View the latest consumer and sales information for individual and worksite life insurance. New Q3 2024 life sales infographic.