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Annuity Research

Access the information and key benchmarks you need to grow your business. You will find actionable information on these products and more:

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Featured Annuity Research Latest Annuity Research Annuity Benchmark Studies

Featured Annuity Research

Third Quarter 2024 Marks 16 Consecutive Quarterly Increases in U.S. Annuity Sales — Last 10 in Double Digits

In the first nine months of 2024, total annuity sales increased 23% to $331.2 billion.

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Powering Forward: In-Plan Annuities Gain Momentum

In-plan annuities are seeing an uptick in adoption as a growing number of workers have limited access to traditional defined benefit (DB) pensions.

U.S. Individual Annuity Yearbook

How did sales of individual annuities fare in 2023? Read the most comprehensive overview and gain insights to the key factors impacting the individual annuity market.

A Future View of U.S. Annuity Sales – Entering A New Era: U.S. Individual Annuity Market Forecast 2024-2026

As the pace of change accelerates, this annual update of the U.S. Individual Annuity Forecast explores the future of this market.

Latest Annuity Research

The Facts of Life and Annuities: 2024 Update

Dec 18, 2024

This compilation of key facts from LIMRA and other sources can be used to educate people about the value of life insurance and annuities.

AI and Annuities: In Brief

Nov 22, 2024

How are insurers using generative artificial intelligence to improve the effectiveness of their annuity marketing and distribution?

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.

A Deeper Dive: 2022 Income Annuity Sales and Assets

Sep 17, 2024

To better understand the income annuity market, LIMRA surveyed its member companies that are active in this market.

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.

Annuity Benchmark Studies

U.S. Individual Annuity Market

Dec 19, 2024

Access your one-stop shop for U.S. annuity sales data — benchmark sales and analysis for a range of annuity products, reported by distribution channels and market types. New Q2 2024 FRD Annuity data.

U.S. Individual Annuity Yearbook

Aug 7, 2024

How did sales of individual annuities fare in 2023? Read the most comprehensive overview and gain insights to the key factors impacting the individual annuity market.

Canadian Individual Annuities

Oct 11, 2024

Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q2 2024 GLIMPSE data.

Group Annuity Risk Transfer

Jan 17, 2024

Understand the trends from the quarterly sales, asset, and contract data in the group annuity risk transfer market.

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Related On-Demand Webinars

Watch anytime, anywhere

The Annuity Insider Report: Third Quarter Review

12/10/2024, 12 - 12:45 p.m. ET

Please join Keith Golembiewski & Roger Aucoin as we dive into where the annuity market is heading and what factors could drive or hinder future growth. It will be an insightful discussion on navigating the evolving annuity landscape.

Challenges of Life and Annuity Insurance

11/14/2024, 10 - 11 a.m. EDT

In this webinar, Romina Santoro, Eugenio Agopian, and Julia Pujolá, executives from Milliman, will outline the main challenges the industry faces for growth in the current environment.

The Annuity Insider Report: Second Quarter Review

9/26/2024, 12 - 12:45 p.m. EDT

Please join Keith Golembiewski & Teddy Panaitisor as we dive into where the annuity market is heading and what factors could drive or hinder future growth.

Harnessing Generative AI for Industry Marketers

9/12/2024, 1 - 2 p.m. EDT

On-Demand Webinar - Attendees to this webinar will gain insights into the future of marketing in the life insurance, annuity and workplace benefits segments, and acquire actionable knowledge to implement AI solutions in their marketing strategies.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — How Do We Build on the Record-High Annuity Sales Momentum?

8/28/24 — This month, Bryan Hodgens, senior vice president and head of LIMRA Research, and Keith Golembiewski, assistant vice president and head of LIMRA Annuity Research, will discuss the current sales trends, expectations for the immediate future, and what it will take to continue to grow the annuity market in the years to come.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — How Do We Build on the Record-High Annuity Sales Momentum?

8/28/2024, 2 - 2:30 p.m. ET

The Annuity INSIDER Report June 2024

The annuity market is reaching record sales as market conditions continue to drive demand of annuities. How will the DOL Fiduciary rule and looming rate cuts impact the annuity market? This webinar will explore first quarter sales highlights including key tailwinds and headwinds facing the industry.