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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

The Facts of Life and Annuities: 2024 Update

Dec 18, 2024

This compilation of key facts from LIMRA and other sources can be used to educate people about the value of life insurance and annuities.

Wellness at Work: Financial, Emotional, and Physical Wellness Programs in the Workplace

Dec 5, 2024

With rising financial, emotional, and physical stress, employees increasingly look to workplace wellness programs and benefits for crucial support and stress reduction.

2024 Retirement Investors: Behaviors, Attitudes, and Financial Situations

Nov 14, 2024

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

U.S. Consumer Sentiment (October 2024)

Nov 5, 2024

Discover how Americans perceived the economy, their personal finances, and their stress levels ahead of the presidential election.

LIMRA Financial Wellness Index® — Quantifying Financial Wellness as a Basis for Improving It: 2024 Update

Oct 25, 2024

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.

Annuities and Advisors’ Practices

Sep 11, 2024

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

Related MarketFacts Articles

The Best of MarketFacts 2024

Our top articles for 2024 highlight the key issues and emerging trends in our industry. Reflecting on 2024, we look forward to the countless opportunities awaiting us in the year to come.

MarketFacts

Access insightful thought leadership on the forces driving the financial services industry.

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Related Topics

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

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Consumer

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Explore how financial products are sold via agents and advisors, websites, direct marketing, and more.

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