Retail Distribution

Retail Distribution Research

Find opportunities for retail sales and performance growth by

Agents and advisors
Websites and apps
Direct marketing
And more

Featured Research

U.S. Wholesaler Series

Wholesaling has become more important to the success of financial professionals today than it was just a few years ago. Discover how both internal and external wholesalers are making a difference.

Inside the Intermediary 3.0: A LIMRA-NAILBA Study – BGA and IMO Survey Results

LIMRA and NAILBA conducted the third annual study to learn more about BGAs and IMOs.

Latest Retail Distribution Research

See the Workplace Benefits page for workplace distribution research.

Financial Professional Perspectives: The Vital Role of Wholesalers in Their Success

Jun 10, 2024

Wholesalers are a critical link in the distribution channel. In this study, financial professionals shared their perspective on the vital role wholesalers play in their success.

On the Road to Success: Achieving Retirement Goals With Financial Professionals and Formal Written Plans

May 15, 2024

Explore how formal written plans for asset management and financial or investment-related decisions can help create a solid foundation for investors navigating the retirement journey.

Navigating Financial Futures: Advisors and Retirement Income Planning

May 1, 2024

Find out how advisors are providing retirement income planning services to their clients.

Advisors and Retirement — Income Planning and the Role of Annuities

Apr 26, 2024

Learn how investment advisors position annuities and provide retirement income planning to their clients.

2024 Insurance Barometer Study

Apr 24, 2024

The Insurance Barometer is an annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States, with a particular focus on life insurance.

Retail Distribution Benchmark Studies

Career FP (Agent) Recruiting

Mar 14, 2024

LIMRA’s recruiting studies, conducted semi-annually, track the number of new hires with corresponding periods from the previous year.

FP (Agent) Production and Retention

Dec 8, 2022

Trending now! Follow the annual stats on retention, production performance, and earnings of full-time Financial Professionals (FPs/agents).

Canadian Sales Force and Retention

Jun 9, 2023

Calendar-year retention of the Canadian career agent sales force.

MLEA Compensation, Production, and Retention

Sep 16, 2022

Up or down? View the annual trends on retention, production performance, and earnings of multiple-line exclusive (MLEA) agents.

U.S. Wholesaler Company Practices and Compensation

Mar 4, 2020

LIMRA’s annual Wholesaler Company Practices and Compensation Study provides an opportunity for companies to understand how wholesaling organizations that support both insurance and investment products are compensated.

GDC-Based Compensation Practices

Dec 5, 2022

Take a look at how companies are incorporating GDC-based compensation into their financial professionals' compensation plans — for both insurance and investment products.

Compensation Resource Center

Explore LIMRA’s United States and Canadian sales compensation research, events, and news.

Bank Life Insurance Sales

Dec 20, 2023

LIMRA's bank life insurance sales quarterly benchmark.

Registered Investment Advisor Quarterly Sentiment Study

Sep 22, 2020

This study looks at the key themes relevant to registered investment advisors in the prior quarter.

Related On-Demand Webinars

Strategies and Best Practices for Inclusive Insurance Distribution

5/22/2024 11 a.m. - 12 p.m. EDT

In this forum, Mabyr Valderrama Villabona, Director of Sustainability at FASECOLDA, will address examples of how various markets are implementing inclusive insurance initiatives in a sustainable and profitable way. This session is presented in Spanish with simultaneous Portuguese interpretation.

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