MarketFacts July 2026 Review

LIMRA Financial Wellness Index: 2026 Update

Financial wellness trends reveal ongoing strain from everyday expenses, with only slight gains. Discover the key drivers and what they mean for workforce strategies.

Annuity Market: Looking Beyond Headline Sales

Today’s annuity market is delivering strong results and new opportunities. See how to connect with more customers and turn momentum into broader, sustained growth.

Spotlight on Shana Sood, CMCO at Prudential, ILI

From analytics to artistry, Shana Sood reveals how curiosity and continuous learning shape her leadership style — and drive stronger outcomes. Check out her story!

Today’s Company-Owned Broker-Dealer Market Shifts

Company-owned broker-dealers are shifting from sales-driven products to asset-based revenue models. Explore what is driving the change and what it means for firms.

Longevity as a Distribution Issue: Lessons From Japan

Japan offers a glimpse into the future of longevity and its impact on retirement planning. Find out how advisors can help clients make smarter, long-term decisions.

Why One-and-Done Sales Training Falls Short

Sales success depends on execution, not just knowledge. Break away from one-time training and invest in skill development that drives consistency. Begin the shift.

The Elusive Consumer: Why Aren't They Buying?

Consumers say they want life insurance but aren’t following through. Gain perspective on changing habits, digital journeys and how to better reach this elusive market.

The Modern Sales Rep’s Evolving Role in Benefits

As expectations shift, sales representatives are becoming strategic partners in benefits distribution — learn how trust, data and adaptability are shaping their role.

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.

MarketFacts June 2026 Review

Articles from the June 2026 issue of MarketFacts