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Insights & Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports.

Annuities

U.S. Individual Annuity Yearbook

Read the most comprehensive overview and gain insights into the key factors impacting the U.S. individual annuity market.

Workplace Benefits

U.S. Workplace Benefits Yearbook

Read the most comprehensive overview and gain insights into key factors impacting the U.S. workplace benefits market.

Information Center Briefs

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Securities Licensing Practices for Operations Staff

Do insurance carriers require call center staff and other operations associates to hold securities licenses?

Insurance Call Centers: CSR Responsibilities, Career Paths and Training

To learn more about insurers' approaches to training and career pathing in their call centers, LOMA fielded a survey among four service and operations committees in the second quarter of 2026.

Insurance Call Center Service and Quality Measures

Which efficiency and quality metrics are most important to insurance contact centers?

Quick Queries

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Tax Forms

Quick Query, Tax Forms, Annuity Operations Committee, July 2026.

Address Change Confirmation Practices

Quick Query, Address Change Confirmation Practices, Financial Crimes Governance Council, August 2026.

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