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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

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?

The Retail Retirement Reference Guide — Sixth Edition

Aug 30, 2024

The Retail Retirement Reference Guide (Sixth Edition) provides a wealth of facts and insights at your fingertips.

U.S Consumer Sentiment (July 2024)

Aug 9, 2024

How were Americans viewing the economy, their personal finances, and their stress levels at the end of a politically turbulent July?

Related MarketFacts Articles

Delegating the Decision: ‘You Handle It for Us’

As financial situations grow more complex, many Americans are delegating decision-making and investment management to their FPs How can FPs handle this increasing workload?

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Related Topics

Retirement

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

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