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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 (January 2025)

Feb 24, 2025

In early 2025, political shifts and recent developments appear to be influencing consumer sentiment in various, albeit foreseeable, ways.

Emerging Affluent Investors

Feb 21, 2025

Find out what motivates younger investors as they balance competing needs while building their early wealth.

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.

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.

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.

Related MarketFacts Articles

Insights and Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally review LOMA Information Center briefs, quick queries and relevant reports on a variety of industry topics.

Annuities Purchase Process: Key Buyer Insights

Retirement investors are turning to annuities for financial security. Find out how recent regulations impact the buying process and how buyers view their purchase experience.

Spotlight On: Brent Korte, SVP – CMO, Ameritas

Brent, who is also the Chair of LIMRA’s CMO Committee, shares his journey through financial services and offers insights on aligning strategic goals with day-to-day operations.

Retirement in Context: Taking a Closer Look at the Past

Retirement: A critical goal that requires expert planning. Explore the history and future of this $38 trillion, highly regulated industry, and learn how it’s being redefined.

An Opportunity to Support Women’s Financial Security

Women are more educated and employed than ever, yet financial disparities persist. Women still earn less and worry more about finances. Understand how life insurance can bridge the gap.

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Related Topics

Retirement

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

Institutional Retirement

Get the facts on today's institutional retirement market.

Annuities

Gain insights into annuity sales, buyers, channels, persistency, and more.

Consumer

Better understand consumers — and what they think and do throughout the customer journey.

Distribution

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

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