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LIMRA First

When you need solutions to your most pressing business issues, come to LIMRA first. We are uniquely positioned to provide financial services companies with the latest industry information and make recommendations that address their needs.

Research

Information you need to make smart marketing decisions
 

Assessment &
Development

Tools to assess, select, and train the best individuals
 

Consulting

Strategies to maximize distribution
& marketing effectiveness
 

Compliance &
Regulatory Services

Programs to navigate an ever-changing regulatory environment
  • Distribution Consulting
    Redesign compensation plans to maximize profitability; establish new — or re-engineer existing — distribution channels
  • Strategy
    Strategic planning, scenario planning, tactical implementation, change management, and integrating multiple organizations
  • Operations
    Technology platforms, IT audits, and business processes that improve company efficiency, customer satisfaction, and retention
  • Marketing
    Market development, strategic marketing review, and success strategies for capturing institutional and retail markets
  • Subject Matter Experts
    Access the industry's best to help solve specific problems
 
  • Risk Management
    Products and services to help protect your company from potential lawsuits and regulatory actions
  • Compliance Education
    Provide and document training to satisfy current requirements for insurance producers and broker-dealer representatives
  • Regulatory Services
    Benchmarking, consulting, adequacy testing, and other solutions to improve operational effectiveness
  • Networking
    Specialized conferences, Webinars, and other meetings dedicated to compliance and regulatory issues
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