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MarketFacts January 2026 Review

January 2026 LOMA

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Annuities On A Hot Streak: Retiree Demand Growing

Record sales, resilient demand, and favorable demographics point to steady annuity momentum in 2026 – 2028. See the drivers, product trends, and actions to take next.

The Longevity Disconnect: It’s Time to Lead Change

With longevity rising, FPs are uniquely positioned to address the disconnect by helping clients rethink retirement needs. FPs’ leadership can drive needed change.

Spotlight on Jennifer Burlingame at Prudential

How do association partnerships spark smarter decisions? Burlingame, managing director, head of USB Enterprise Strategic Relationship Management, shares her thoughts.

Generative AI Tools Change The Financial Journey

Discover how generative AI shifts financial behaviors, boosts confidence and enhances client interactions across demographics. Explore key findings from the study.

Life Insurance Trends: What Lies Ahead?

From premium financing to market volatility, new dynamics are emerging in life insurance. Prepare your business now to succeed in a changing and complex environment.

Pension Risk Transfers: Sponsors Ready to Act

Market forces are pushing plan sponsors toward decisive derisking actions. Gain timely insights into what’s driving momentum — access the full industry breakdown.

Workplace Benefits Life and Disability Forecast

Check out LIMRA’s latest outlook on life and disability premium growth. Learn how economic shifts and evolving employee needs may impact carriers’ business decisions.

Insights and 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.

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