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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

Feb 21, 2025

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

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.

The Modern Retiree: Embracing the Future of Retirement

Jan 8, 2025

As the concept of retirement is evolving, what factors are shaping the experiences of modern retirees?

Related MarketFacts Articles

Life and Annuities Forecast: What’s Ahead Through 2027?

Dive into our in-depth forecast of life and annuity sales trends through 2027. Understand the economic and demographic drivers behind the market shifts. Discover more in our detailed forecast.

Navigating the Coral Reef of Intermediary Distribution

The financial distribution ecosystem is changing quickly. See what BGAs and IMOs are focusing on and how they are adapting to new market dynamics to position themselves for growth and success.

Personalizing the Pathway to Executive Leadership

By 2036, 50 percent of the insurance industry workforce is expected to retire, leaving a significant talent gap. Understand what it takes to develop and set next-generation leaders up for success.

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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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