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Companies Collaborate on Relevant and Timely Issues for Deep Insights

Companies team with and through LIMRA to cost-effectively research hot issues. We can help you tackle the following and more:

  • Explore niche market opportunities
  • Evaluate consumer markets and market segments, attitudes, and perceptions
  • Benchmark operational and functional KPIs

Recently Completed Consortia Studies

If you are interested in accessing the results from any of the completed studies, please contact Lynn Ferris or Michelle Lorenz (contact info at the bottom of the page).

Future of the Variable Annuity Market

The annuity market has experienced record-breaking growth while variable annuity sales have declined. Folks want to know what the future of the variable annuity market holds, and what can be done to increase sales. This research will help sponsors gain insight into distributor and financial processional perspectives that will help inform market messaging and sales support strategies.​

Underserved Markets: Priorities and Preferences

Diversity and Inclusion continues to be a topic of concern and focus across our membership, as the financial services industry desires to increase the level of engagement with historically underserved markets.

This study will seek to understand the unique needs, attitudes, and perceptions of various diverse client segments; evaluate how the needs of these segments might differ at various life stages; and uncover consumer preferences for products.

The series includes five reports — Asian Americans, LGBTQ+, Hispanic Americans, Black Americans, and the U.S. general population for comparison.

Download the Study Overview

Understanding the Small Business Owner Opportunity

There are 33.2 million small businesses in the U.S., which accounts for over 99% of all US businesses. Learn about the priorities of small business owners and how insurance products and services can address their needs. Small business owners often represent a complex sale, and the results of this study will serve to guide advanced sales strategies. Although the research will focus on life insurance, it will ask about additional products such as annuities, long term care, and others. Sponsors will have input into the topics addressed by this research.

Download the Study Overview

What Women Want in Financial Services

Increase your sales of financial services to women thus turning “sayers” to “buyers.” These survey results are compared to the 2018 findings which give us the ability to explore differences over time and a look at pre- and post-pandemic responses from each of the segments. The five segments we investigate are: young professional women, affluent women, mature women, stay-at-home moms, and sole women.

Download the Study Proposal

Current Studies

If you are interested in participating in any of our current studies, please contact Lynn Ferris or Michelle Lorenz (contact info at the bottom of the page).

2024-2025 Upcoming Studies

Contact Us

Lynn M. Ferris

Business Development

Work Phone: (860) 285-7849

lferris@limra.com

Michelle Lorenz

Director of Member Engagement

Work Phone: (860) 285-7736

mlorenz@limra.com

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