Skip to content

Insights & Trends

Check out additional research from LIMRA on life insurance, annuities and workplace benefits. Also find LOMA Information Center briefs and quick queries on a variety of topics.


US Individual Annuity Yearbook

The most comprehensive overview of the individual annuity market provides benchmarking for sales of variable, traditional fixed, indexed, immediate and deferred annuity products, as well as unique annual industry estimates.

Workplace Benefits

Generational Shifts in Workforce Expectations: Aligning Benefits with Diverse Needs

As the world of work experiences transformational change, benefits remain essential in the competition for talent. Understanding each generation’s unique needs and providing a range of solutions aligned with the generational makeup of an employer’s workforce can be a powerful tool for attracting and retaining employees.

Additional Resources

2023 Retirement Investors: Behaviors, Attitudes and Financial Situations

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors and financial condition of retirees and non-retired workers in the United States.

Beyond the Headlines: Strategic Approaches to Attracting Talent in the New Hybrid Working Model

There is no “one-size-fits-all” definition of hybrid that will fit into every business environment. Compared to pre-pandemic, today’s working landscape looks vastly different for financial services companies.

Information Center Briefs

LOMA Login Required

Insurers’ In-force Service Operations

To learn more about the current structure, digital progress and project priorities of insurers’ in-force service operations, LOMA fielded a survey to five committees in the third quarter of 2023.

Workplace Benefits Claims: New Service Enhancements

Several carriers have recently released enhancements to their workplace and voluntary benefits claims servicing.

Tuition Reimbursement and Education Assistance Policies at Insurers

Twenty-eight companies responded to a survey about the education assistance benefits they offer to employees.

Insurers’ Volunteerism Initiatives

What opportunities and benefits do insurers offer to help employees serve their communities?

For research requests on these and other industry topics, contact LOMA's Information Center at

Did you accomplish the goal of your visit to our site?

Yes No