About

Refine business strategies and make business-critical decisions with actionable findings from retail and institutional retirement market research. Our experienced research team regularly conducts quantitative and qualitative research on the retirement market that is: 

• Fact-based, not advocacy-based
• Enhanced by insights from our staff via phone, email, webinars, meetings, and more
• Designed to help members refine business strategies and frame business decisions
• Guided by industry leaders
• Easily accessed anytime, anywhere, from any device

Growing your business today requires new thinking, new skills, and new capabilities. As retirement security continues to become a top priority for more Americans, everyone on your team must understand the “what, why, and how” of the industry.

Members work together through LIMRA and LOMA to create cost-effective industry-standard programs that:

• Help new and experienced representatives understand and engage today’s consumers
• Advance employee understanding of the entire retirement planning and income marketplace, including both retail and institutional
• Create visionary leaders

Participate with your peers from across the industry to discuss market trends, emerging issues, regulatory developments, effective business practices, and more. The Institute hosts a wide variety of forums, including study groups, roundtables, and invitation-only executive committees.

Current groups address:

• Retirement income strategies, financial literacy, and wellness
• Annuity research, products, marketing, and business intelligence
• Retirement plan products and services, business intelligence, asset retention and rollover capture, and sales support
• And more

We infuse our deep industry understanding with the latest consumer and industry research to create innovative solutions. You’ll grow sales, improve persistency, and protect your brand with products that enable you to:

• Attract and engage top talent
• Evaluate job applicants and onboard new hires
• Help consumers prioritize and act on their retirement needs
• Boost sales effectiveness at all stages of the career
• Gain an objective perspective on your market potential and strategic goals
• Optimize your sales compensation plan