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The LIMRA Industry Pulse Podcast

Gain an insider’s vantage point on hot topics or issues that our industry is facing. Not limited to just our research area, this channel features experts across LIMRA’s disciplines as well as industry specialists to address vital topics with knowledge and insight.
Monday, January 30, 2012
LIMRA talks with Bob Baranoff, senior vice president of Member Benefits at LIMRA, and Jim Mitchel, vice president with Research at LIMRA, about their recently released “2012 Industry Predictions” report. The annual study, compiled from information obtained from a two-day, interactive webinar hosted by LIMRA in December, includes commentary from both the participants themselves and LIMRA regarding the study’s results.
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Wednesday, January 25, 2012
LIMRA talks with Gene Cautillo, vice president with Compliance at Prudential, about the importance of establishing a well-designed metrics program to assist in developing an effective business strategy. Gene, along with Tammy O’Connor, compliance manager with Market Conduct at Symetra, will be speaking about compliance metrics in a session at the March 28-30, 2012 Regulatory Compliance Exchange.
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Wednesday, January 18, 2012
LIMRA, LOMA and LL Global President and CEO Bob Kerzner discusses industry predictions for 2012. Included in the podcast: How consumer sentiment, product trends and sales, and legislation and regulation will affect the industry, and how companies will change and adapt in the coming year.
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Monday, November 28, 2011
Last year LIMRA and the social business management firm Socialware formed a partnership to work together in helping the financial services industry understand and address social media opportunities, risks, and implications. LIMRA spoke with Socialware’s marketing director, Christie Campbell, about Socialware and the use of social media in the industry. (NOTE: This podcast was originally recorded in the summer of 2011.)
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Monday, September 19, 2011
LIMRA talked with Andy Khoo, managing director of LIMRA’s Centre for International Assessment & Development, about the growing use of bancassurance as a form of distribution, particularly in Asia, and how our members can take advantage of the opportunities this channel presents.
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Friday, September 02, 2011
LIMRA spoke with Marv Feldman, president and CEO of The Life Foundation and Robert Kerzner, LIMRA’s president and CEO, about Life Insurance Awareness Month (LIAM) and the important role life insurance plays in protecting a family’s financial security.
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Monday, August 08, 2011
LIMRA talked to Ken Anderson, senior communications director for SMARSH. LIMRA and SMARSH recently formed a partnership to work together in helping the financial services industry understand and address the compliance side of electronic communications in an increasingly regulated industry.
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Wednesday, August 03, 2011
Today, LIMRA talked to Jim Mitchel, vice president and director of LIMRA’s Developmental Research and Jon Dressner, senior vice president and chief creative officer for The Life Foundation, about a new joint study, which examined consumer attitudes and behaviors regarding a host of insurance and financial planning matters.
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Wednesday, June 08, 2011
LIMRA talked to Polly Painter Eggers and Delores Freitag about the findings of a new report called “Choosing Careers They Love.” The study examined what companies needed to do to attract the right candidates to build the best sales force for the future.
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Tuesday, March 15, 2011
LIMRA talked with Tom Caraher, vice president of LIMRA’s Compliance and Regulatory Services, about suitability – in particular the new NAIC Suitability in Annuity Transactional Model regulation – and how it is affecting insurer’ current business practices and the challenges they face to remain compliant.
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Tuesday, September 14, 2010
LIMRA talked to Barry Stowe, who is chief executive of Prudential Corporation Asia and the keynote speaker for the upcoming LL Global Strategic Issues Conference. During this interview, Mr. Stowe shared his experiences as the head of Prudential’s division in Asia; and provided his thoughts on the trends in distribution in Asia and how the recent economic crisis has changed the Asian markets.
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Tuesday, August 24, 2010
LIMRA spoke with Jack Dewald, president and owner of Memphis-based Agency Services, Inc. and the 2010 chair of Life Foundation’s board of directors, about the importance of owning life insurance and the seventh annual Life Insurance Awareness Month (LIAM) campaign, which begins on September 1.
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Monday, June 28, 2010
LIMRA talked to Stephen Selby, director of LIMRA’s Regulatory Services, about the impact social media has had on the financial services industry and shares some of the effective social media strategies and best practices that have been identified throughout the world.
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Tuesday, April 13, 2010
LIMRA discusses the implications and impact that the recent health care reform legislation will have on employers, employees and the insurance industry with Scott Kallenbach, associate research director and Jennifer Parmelee Witt, assistant research director, of LIMRA’s Employee Benefits Product Research.
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Wednesday, March 03, 2010
LIMRA talks with Donna Morgan, 2nd vice president and chief compliance officer for National Life Insurance Company about the challenges and opportunities for insurance companies that social media present.
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Wednesday, February 17, 2010
LIMRA talks with Paul Henry, managing director of LIMRA’s Retirement Clients and Products, about the fast-growing retirement market and the ways in which LIMRA is expanding its research and services to support our members’ needs.
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Tuesday, January 12, 2010
Bob Kerzner, president and CEO of LIMRA, LOMA and LL Global, shares his views on the potential areas of growth for the life insurance and financial services industry in 2010.
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Friday, December 11, 2009
LIMRA talks with Dr. J. Walker Smith, executive vice chairman and president of the Yankelovich Monitor about shifts in consumer thinking as the economy slowly recovers from deep recession.
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Thursday, September 03, 2009
LIFE Foundation Chairman Phil Richards talks with LIMRA about Life Insurance Awareness Month 2009, which began September 1.
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Tuesday, July 14, 2009
Thinking Out Loud talks to James Mitchel, Vice President and Director of Developmental Research for LIMRA and Bill Whitley, sales expert, author and executive coach to gain both a scientific and field perspective on how to increase sales using behavioral economics and engaging messaging.
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Tuesday, June 16, 2009
LIMRA research shows only one third of advisors have a succession plan in place and half think it’s too soon to worry about it. Are general agents thinking or acting differently? Don Hancock, Vice President and Regional Sales Director of Guardian Life, offers an insider perspective on transition plans and preparing for the future.
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Tuesday, June 09, 2009
Marv Feldman, head of the LIFE Foundation is a key speaker at the LIMRA and LOMA Asia Strategic Issues Conference in Kuala Lumpur, Malaysia. Marv gives a preview of his topic and talks about the opportunity that life insurers have to reinforce their value as long-term partners with consumers who want to protect their loved ones with insurance.
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Tuesday, May 19, 2009
Lee Russell, Director of Advanced Sales for American General Life Companies talks to Thinking Out Loud about legislative issues impacting high net worth clients including changes to estate and gift taxes, split dollar and wealth transfer.
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Tuesday, May 05, 2009
Anti-money laundering compliance expert Robert Goecks discusses what life insurers should do to prevent money laundering and other criminal activities. Mr. Goecks will be a featured speaker at the upcoming Compliance and Market Conduct Exchange.
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Wednesday, April 22, 2009
In a time of great economic uncertainty, insurers need to focus on communicating the fundamental values of long-term financial security and protection to a public that has lost confidence. LIMRA president Bob Kerzner talks about a new LIMRA publication, The Facts of Life and Annuities, that can help reaffirm these important messages.
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Tuesday, April 07, 2009
Executive consultant Adrienne Milics describes the quality of leadership presence, and why it is so essential for men and women who climb the ranks in business and industry.
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Tuesday, March 31, 2009
An expert panel opens the 2009 Life Insurance Conference with their views on the state of the industry. The experts represent hosting organizations LIMRA, LOMA, Society of Actuaries and ACLI. Highlights.
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Wednesday, March 25, 2009
Gary Aluise, head of LIMRA’s international business, shares his observations after his early 2009 trip to Asia to meet with executives of member companies guiding their firms through economic turmoil.
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Tuesday, March 10, 2009
Thinking Out Loud talks to Professor Steven Klineberg, Ph. D from Rice University in Houston, Texas. In 1982, he and his students initiated the Houston Area Survey, now it its 28th year of systematic analyses looking at the striking changes in the demographic patterns, experiences, attitudes, and beliefs of Harris County residents. No other city in America has been the focus of a long-term longitudinal research program of this scope.
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Tuesday, February 10, 2009
LIMRA’s Stacie McLean, head of executive development programs, talks about how executive development has changed over time and what companies and executives are looking for today.
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Tuesday, January 27, 2009
Thinking out Loud talks to Barbara LoRusso, Assistant Vice President of LOMA’s Assessment Solutions Group, about the trends of virtual work arrangements and how companies are navigating this cultural and tactical shift.
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Tuesday, December 09, 2008
Paul Kessler, managing director of the Syncretics Group, talks about leading and succeeding under trying conditions. Kessler defines “The Edge” as those conditions when people or organizations face maximum stress, where survival itself may be at stake. He talks about principles leaders can apply that will not simply ensure survival but deliver change, growth and success.
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Tuesday, November 11, 2008
Walt Zultowski, senior vice president at Phoenix Wealth Management, talks about the high net worth market and how it has evolved and changed over the last 10 years.
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Tuesday, October 28, 2008
A brief report on speakers at the 2008 LIMRA Annual Meeting in Hollywood, FL. Clips from Bob Kerzner's remarks on leading in tough times.
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Tuesday, October 14, 2008
Sports cable television pioneer Bob Scanlon took his experience in helping get ESPN off the ground to a new level when he founded the SpeedVision cable network. In this podcast, he talks about the trials and triumphs of his entrepreneurial career and tells us about the rewards of leadership, risk and acting on a vision.
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Tuesday, September 30, 2008
LIMRA’s guest is Steve Moses, president of the Center for Long Term Care Reform. Keynote speaker at LIMRA’s Long Term Care Day on July 31, 2008, Steve talks about why individuals must need to prepare themselves for the possibility of needing costly long term care.
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Tuesday, September 16, 2008
Marilyn Alverio talks about the importance of a sound marketing strategy for approaching multicultural markets.
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Tuesday, September 02, 2008
Marv Feldman, head of the Life and Health Insurance Foundation for Education (LIFE) talks with Howard Drescher about Life Insurance Awareness Month in September 2008. This year marks the fifth anniversary of LIAM, an effort to raise awareness among consumers and producers about the need for life insurance.
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