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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

Emerging Affluent Investors

Apr 18, 2025

Find out what motivates younger investors as they balance competing needs while building their early wealth. New Executive Summary — Future-Focused Investing: Financial Goals and Preferences of Emerging Affluent Investors.

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.

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.

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.

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

Oligarchs Play Hide and Seek: Life Insurers Must Act

Unveil how life insurers can manage the expanding sanctions on Russian oligarchs, and learn how to stay compliant and mitigate risks more effectively.

Scrolling for Security: Social Media and Life Insurance

Explore how young consumers are leveraging social media to navigate life insurance options. Uncover the most influential platforms and their impact on decision making.

Spotlight on Michele Frey, CMO at Prudential, ILI

See how Michele's early experiences at a one-hour photo center shaped her marketing journey, from connecting brands with customers to mastering financial services.

Unlocking Opportunities: Young Investors on the Rise

Tap into the future of wealth management by understanding emerging affluent investors and gain a competitive advantage by learning how to attract and retain this group.

What Do Consumers Value When Buying Life Insurance?

Navigate the evolving life insurance landscape and find out what consumers value most. Get the latest insights and tips for carriers to thrive in today's market.

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Related Topics

Retirement

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

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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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