Retail Distribution

Retail Distribution Research

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Agents and advisors
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Featured Research

Inside the Intermediary 4.0: A LIMRA-NAILBA Study – BGA and IMO Survey Results

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

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.

Latest Retail Distribution Research

See the Workplace Benefits page for workplace distribution research.

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.

Strategies and Initiatives for Enhancing Life Insurance Productivity (Infographic)

Oct 8, 2024

Explore the investments and strategies executives are prioritizing to drive distribution productivity in life insurance amidst changing market dynamics.

Annuities and Advisors’ Practices

Sep 11, 2024

How will advisors’ use of annuities change — and why?

Executive Insights Into Life Insurance Productivity 2024

Sep 6, 2024

Explore the investments and strategies executives are prioritizing to drive distribution productivity in life insurance amidst changing market dynamics.

The Making of a Sturdy Hull — Advanced Sales Unit Organization 2024

Aug 21, 2024

Learn how advanced sales units have changed post-pandemic and what has stayed the same.

Retail Distribution Benchmark Studies

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.

FP (Agent) Production and Retention

Dec 11, 2024

Trending now! Follow the annual stats on retention, production performance, and earnings of full-time Financial Professionals (FPs/agents). 2022 Report now available.

Canadian Sales Force and Retention

Sep 10, 2024

Calendar-year retention of the Canadian career agent sales force. New 2023 data.

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

LinkedIn LIVE: Industry Insights With Bryan Hodgens — Unlocking Growth: How Carriers Can Improve Efforts to Engage Underinsured Consumers

Each year, more than 100 million U.S. adults say they need life insurance yet year after year few actually buy coverage.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — Unlocking Growth: How Carriers Can Improve Efforts to Engage Underinsured Consumers

4/22/2025, 11 - 11:30 a.m. EDT

Each year, more than 100 million U.S. adults say they need life insurance yet year after year few actually buy coverage.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What’s in Store for Workplace Benefits Distribution?

Join Bryan Hodgens, senior vice president and head of LIMRA research and Ron Neyer, associate research director, LIMRA Workplace Benefits Research, to learn how carriers are reimagining their relationships with brokers and technology providers to help manage costs and sustain continued growth.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What’s in Store for Workplace Benefits Distribution?

3/26/2025, 3 - 3:30 p.m.

Evolving expectations, emerging technologies and shifting economic priorities are driving innovation in how workplace benefits are sold and delivered to employers. Join Bryan Hodgens, senior vice president and head of LIMRA research and Ron Neyer, associate research director, LIMRA Workplace Benefits Research, to learn how carriers are reimagining their relationships with brokers and technology providers to help manage costs and sustain continued growth.

LIVE from the 2025 Distribution and Marketing Conference

This LinkedIn Live features Kelley Gay, CMO at OneAmerica, in a conversation with Tina Beckwith, CMO of LIMRA & LOMA, from the 2025 LIMRA Distribution & Marketing Conference in Orlando!

LinkedIn Live: Insider Insights — A Conversation with Kelley Gay, CMO, OneAmerica Financial

3/4/2025, 2 - 2:30 p.m.

This LinkedIn Live features Kelley Gay, CMO at OneAmerica, in a conversation with Tina Beckwith, CMO of LIMRA & LOMA, from the 2025 LIMRA Distribution & Marketing Conference in Orlando!

LinkedIn LIVE: Industry Insights With Bryan Hodgens — How Intermediaries Help Financial Professionals Grow Their Practice

Intermediaries — brokerage general agencies (BGAs) and independent marketing organizations (IMOs) — play an essential role with independent financial professionals by connecting them with insurance carriers through a product and sales platform, and providing marketing, training, contracting, and operation support.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — How Intermediaries Help Financial Professionals Grow Their Practice

2/25/2025, 2 - 2:30 p.m. ET

LinkedIn LIVE: Industry Insights With Bryan Hodgens — Driving Growth By Improving Life Insurance Distribution Productivity

11/19/2024, 2 - 2:30 p.m. ET

In our next episode of Industry Insights With Bryan Hodgens, Bryan will talk with David Cockerill, managing director and partner, Boston Consulting Group, about a new study looking at how life insurers are measuring distribution productivity and the investments being made to advance its growth.

Boosting Bancassurance Success: Maximizing Sales Productivity & Quality

10/29/2024, 10 - 11 a.m. Singapore time

Designed specifically for Bancassurance sales leaders and trainers, this insightful webinar discusses how to elevate sales productivity and quality through the strategic use of LIMRA’s Horizon Bancassurance program.

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.

Generative AI: Five Key Trends for Insurers to Get Ahead in 2024

Generative AI (GenAI) wave arrived and, in the insurance industry, that arrival was characterized by questions of what, how, and when the inevitable changes would manifest. Learn about five GenAI trends that impact the industry this year.

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