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Consumer/Advisor Retirement Studies

Gain an edge in the annuity and retirement marketplace

  • Consumers’ retirement attitudes and actions
  • Business growth opportunities for advisors

Latest Consumer/Advisor Retirement Research

U.S. Consumer Sentiment (April 2024)

May 14, 2024

While consumer sentiment about the economy remains stable, confidence in the insurance industry encountered setbacks.

Powering Forward: In-Plan Annuities Gain Momentum

May 1, 2024

In-plan annuities are seeing an uptick in adoption as a growing number of workers have limited access to traditional defined benefit (DB) pensions.

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.

Impact of Financial Professionals on Retirement Security – Second Edition

Mar 1, 2024

Learn how advisors are providing retirement income planning, and the role annuities play in their practices.

U.S. Consumer Sentiment (January 2024)

Feb 27, 2024

Americans are feeling more optimistic about the economy and the outlook for the year ahead.

Related MarketFacts Articles

The Value of Membership: Creating the Win!

Just as today’s leaders must pivot to manage shifting priorities, LIMRA and LOMA is changing with the times too. Discover what we’re doing to enhance your membership.

Life Insurers Embrace Shift to Wealth Management

Life insurers are now selling not only life insurance but also investment products. What’s driving this trend and what are the long-term impacts?

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