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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 Power of Purposeful Benefits: Aligning Cost, Communication, and Satisfaction

Jul 2, 2025

View benefits and employment trends over time and get the insights you need from the 2025 BEAT Study.

2025 BEAT Study: Benefits and Employee Attitude Tracker

Jun 17, 2025

Explore employees' attitudes and opinions about workplace benefits and employment in general.

U.S. Consumer Sentiment (April 2025)

May 5, 2025

Consumer anxiety about the U.S. economy surged in early April as sweeping tariffs led to market fluctuations.

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.

Related MarketFacts Articles

Navigating Disruption With Courageous Leadership

When disruption hits, mindset matters. Courageous leaders embrace change, inspire others and act boldly. Leverage disruption to your advantage!

Spotlight on Ann McGarry, CMO at Securian Financial

Rebranding a 138-year-old company isn’t easy — but Ann McGarry made it resonate inside and out. Explore how bold leadership and vision can reshape brands.

Young Consumers: ‘Make it Easy to Learn and Easier to Buy’

Young adults want life insurance to be transparent, relatable, and easy to act on. Understand what they expect — and how to meet them with simplicity, trust and ease.

June 2025 Review

Articles from the June 2025 Issue of MarketFacts

AI Group Launches AI Risk Classification (AIRC) Model

AI is transforming financial services, but with innovation comes risk. Learn how LIMRA and LOMA’s AIRC Model and AIRE Framework can help firms manage AI.

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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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