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The LIMRA Research Podcast
Gain knowledge and a unique perspective from LIMRA researchers. This channel highlights new studies and provides valuable insight into the benefits of the report — straight from the source. Researchers address points of interest from their studies in a series of episodes that will engage and inform.
Tuesday, January 10, 2012
Past LIMRA research has shown life insurance ownership is at a 50- year low and that people have a tendency to procrastinate when it comes to buying life insurance. Yet it’s also true that there remains a large potential market for life insurance sales. LIMRA talks with Cheryl Retzloff, senior research director with LIMRA’s Markets Research and author of a new report entitled, “To Shop or Not to Shop for Life Insurance,” which takes a look at what motivates shoppers to buy life insurance, and when and where they are most likely to do it.
Wednesday, December 21, 2011
LIMRA talks with Jim Mitchel, vice president with Development and Strategic Research here at LIMRA and author of the report, “Perceptions of the Economic Downturn,” about some of the challenges small business owners and professionals face as they consider long-term business goals, retirement issues, and what they’ll be leaving behind.
Friday, December 02, 2011
LIMRA interviews Laura Murach and Polly Painter-Eggers, both with LIMRA’s Distribution Research, on a report they co-authored with LIMRA Client Services’ Sean O’Donnell. The study, entitled “The Insurance Cross-Purchase Survey – How Consumers Buy Life Insurance from Multi-Line Insurance Companies,” compares multi-line customers with tri-line customers and emphasizes the importance of timing when it comes to the life insurance discussion.
Monday, November 14, 2011
LIMRA talks with Cecilia Shiner, senior analyst in Retirement Research at LIMRA, about the continuing gap between men and women when it comes to investing for retirement. Cecilia is the author of a report that came out earlier this year, “Gender Matters – Retirement Savings of Working Men and Women,” and wrote an article in the second quarter issue of LIMRA’s Market Facts magazine entitled, “Unstacking the Deck: Preparing Women for Retirement.”
Thursday, November 03, 2011
LIMRA talks with Associate Research Director Jennifer Douglas (Developmental Research, LIMRA) and Assistant Vice President Anita Potter (Product Research, LIMRA) about the motivations for buying insurance in the workplace and the blurring of the lines between individual and group insurance products.
Monday, October 10, 2011
LIMRA interviewed Shawn Flynn, assistant research director in LIMRA’s Markets Research, about the generational differences in life insurance ownership, according to LIMRA’s 2010 U.S. Life Insurance Ownership Study data.
Wednesday, July 06, 2011
LIMRA spoke to Ron Neyer, assistant research director for LIMRA’s distribution research area, about his new report called “Weathering the Storm: Examining Voluntary Benefits in the Wake of the Great Recession,” which examines trends in voluntary product penetration and participation rates, and looks at the different things that might influence the decision making on benefits by employers.
Monday, May 02, 2011
LIMRA talked to Scott Kallenbach and Cathy Ho, researchers from LIMRA’s strategic and product research groups, about their new report, “Behind the Eight Ball: Is the Future Bright for Individual Life Insurance?” This podcast is the second in a two-part series focusing on a segment of the report about the new demographic trends and what that means for the industry.
Tuesday, April 05, 2011
LIMRA talked to Scott Kallenbach and Cathy Ho, researchers from LIMRA’s strategic and product research groups, about their new report, “Behind the Eight Ball: Is the Future Bright for Individual Life Insurance?” This podcast is the first in a two-part series focusing on a segment of the report: New Ways to Look at Old Markets.
Tuesday, February 22, 2011
LIMRA talked with Scott Kallenbach, of LIMRA’s strategic research group about a recent report on Niche Marketing. The study explores niche or target marketing and provides insight into why companies and individual producers should consider specialization.
Tuesday, January 25, 2011
LIMRA talked to Karen Terry, manager, LIMRA’s Product Research, about the new study: “2009 Individual Life Buyers in the United States (2010).” In this study, LIMRA examined the demographic information (sex, age income level, etc.) of the buyers of individual life insurance in 2009 and the product preferences of these buyers.
Tuesday, January 11, 2011
Monday, November 29, 2010
LIMRA talked to Ruthine Williams-Baron, analyst, LIMRA’s International Research, about her new report: “A Global Dilemma: Are Pre-Retirees Ready to Retire? The study examined pre-retirees from different countries and compared how prepared they are for retirement.
Wednesday, September 29, 2010
LIMRA spoke with Ashley Durham, senior analyst for LIMRA’s product research, about the individual life insurance sales performance in the first half of 2010 and what we can expect for the remainder of the year and beyond.
Tuesday, August 10, 2010
LIMRA talked to Ingrid Goodenow, senior analyst, LIMRA’s International Research, about her new report: “Bancassurance: Products and Marketing,” which focuses on the sale of insurance products through banks in China. In this study, Goodenow examines this rapidly growing distribution channel; identifies the products obstacles and challenges carriers face; and uncovers the products and marketing strategies that have been successful.
Tuesday, July 20, 2010
LIMRA talks with Matt Drinkwater, associate managing director and Cecilia Shiner, analyst for LIMRA's Retirement Research about their new report, Scaling the Pre-Retiree Market. In this report, Matt and Cecilia examined long-term financial preparedness of Americans approaching traditional retirement age.
Tuesday, June 08, 2010
Financial advisors say they want more education and training from wholesalers and carriers—especially about guaranteed income products, which they feel are too complicated. This is according to a recent study of financial advisors conducted by Matt Drinkwater, associate director of LIMRA’s retirement research. Matt shares other key findings from his study and what it means for financial services companies.
Wednesday, May 19, 2010
LIMRA talks with Malcolm McCulloch, senior research & market consultant, and Steven Miano, director of the customer contact center at ING, about changes and challenges with staffing call center in the financial services industry.
Thursday, April 29, 2010
LIMRA talks to Nilufer Ahmed, senior research director, LIMRA Markets Research, who recently released a report comparing the behaviors and attitudes of middle-income women and men and the differences in their financial priorities, concerns and goals.
Tuesday, March 30, 2010
LIMRA talks with Kimberly Landry, associate analyst for LIMRA’s Group Product Research, about her recent report called, “Best Laid Plans: Will Employers Change Their Philosophy Around Employee Benefits?”. This study examines the challenges employers face when trying to develop an affordable benefits package that meets the needs of their demographically diverse employees.
Tuesday, March 16, 2010
LIMRA talks with Mary Art, LIMRA research director, Technology in Marketing and Distribution Research, who led a survey of financial services experts worldwide to identify and assess emerging technologies and potential environmental challenges that may impact the distribution of insurance and financial services. The result was her recent report, Tech Quake.
Tuesday, February 02, 2010
LIMRA talks with Polly Painter-Eggers, author of a new LIMRA report, It’s All About Me—Or Is It?, and Delores Freitag, assistant vice president and director of LIMRA’s product management, about the report’s findings, which examined the key factors that help companies develop strong relationships with their producers and what the barriers are for long-term retention.
Tuesday, November 24, 2009
Distribution research analyst Polly Painter-Eggers talks about why many consumers remained loyal to their advisors during the recent economic downturn, despite some big losses in their portfolios.
Wednesday, November 18, 2009
Will health care reform have an effect on other employee benefits? LIMRA experts Anita Potter and Jennifer Parmelee-Witt talk about the potential impact of health care reform on the full range of employee benefits, and what companies can do.
Thursday, October 08, 2009
Will the world be different after the current recession is over? Will we have what some call a “new normal?” LIMRA research expert Jim Mitchel talks about the arguments both for and against major change in consumer attitudes.
Friday, August 28, 2009
Trends in distribution in the life insurance and financial industry are the subject of this interview with Lucian Lombardi, LIMRA vice president and head of Distribution Research. Lombardi discusses findings released in recent research, titled Forces of Change – Issues Facing Distribution Leaders.
Wednesday, August 05, 2009
LIMRA’s Anita Potter talks about new research on the changing face of the consumer in the 21st Century, and what insurance and financial companies and distributors need to do in order to educate consumers and successfully market products.
Tuesday, July 21, 2009
Marie Rice, vice president and director of LIMRA’s Retirement Research, discusses the results of a recent retirement income consumer survey and shares the surprising findings on what drives consumers’ choices when it comes to buying a retirement income product.
Tuesday, July 07, 2009
Scott Kallenbach of LIMRA’s Strategic Research team talks about the important public policy changes coming along as Congress and regulators look at the new financial world emerging from the chaos of 2008.
Tuesday, June 30, 2009
LIMRA research analyst Ron Neyer tells about customers who “disappeared” during the direct marketing process and how solved the mystery of their absence. He is joined by LIMRA research head Bob Baranoff.
Tuesday, May 26, 2009
LIMRA analysts Anita Potter and Jennifer Parmelee-Witt talk about the outlook for employee benefits in light of changing and difficult economic conditions. Their research shows continued commitment among employers and employees to offering and using benefits.
Thursday, May 14, 2009
LIMRA Retirement Research expert Matt Drinkwater, Ph.D., studied the impact of annuitization on liquidity in a portfolio. He learned that, contrary to what many believe, liquidity improves when part of a portfolio is put into an annuity that produces retirement income.
Tuesday, April 14, 2009
Thinking Out Loud talks to Todd Silverhart, Ph.D, LIMRA Corporate Vice President and Director of Technology in Marketing and Distribution Research about the differences between traditional and social media. Silverhart describes how leading financial service companies are utilizing these new tools and outlines some emerging best practices.
Tuesday, March 17, 2009
LIMRA’s annuity research director Joe Montminy talks about annuity sales results for 2008. Overall sales were up three percent, variable sales were down, while fixed annuity sales skyrocketed.
Wednesday, March 04, 2009
As the baby boomers wind into retirement, the following generations, X and Y, are emerging as a powerful and important market for financial services. But they have different needs and attitudes than their boomer parents, and technology is a key part of their lifestyle. LIMRA researchers Nilufer Ahmed, Ph.D., and Mary Art, talk about the new generations.
Tuesday, February 17, 2009
With the need to cut costs, and negative publicity in the air, companies are looking at their recognition events. LIMRA’s Tom Spinelli, project director in distribution research, surveyed member companies about their plans for recognition conferences in 2009 and 2010.
Tuesday, February 03, 2009
Thinking Out Loud talks to Pat Leary in LIMRA’s Distribution Research Center about a new, joint research initiative with McKinsey and Company. Pat talks about industry trends and challenges and how companies need to adapt to a changed economic environment.
Tuesday, January 20, 2009
LIMRA’s worksite analyst Ron Neyer and Walter Podgurski, head of the Workplace Benefits Association, talk about the worksite market and how worksite professionals see it today, as well as what the future might bring.
Wednesday, January 07, 2009
LIMRA’s head of research, Bob Baranoff, talks about how LIMRA research has evolved over the years to meet changing company needs, and gives a preview of the highlights of important research projects coming out in 2009.
Tuesday, December 23, 2008
Thinking Out Loud talks with Jennifer Berlin, head of LIMRA’s International Research unit, about the Market Maturity Model. This is a model that identifies different phases that a financial services market goes through, especially in emerging economies around the world.
Tuesday, December 02, 2008
A panel of LIMRA experts looks at the results of consumer and producer research conducted during October, at the height of the financial crisis. In addition to pessimism and mistrust, they see hope for the future and possible opportunities
Tuesday, November 18, 2008
Distribution research analyst Denise Marvel talks with Cora Hall about the results of the latest producer panel survey on what producers value in their relationships with companies. Competitive products remain extremely important. Producers also want other kinds of support, such as lead generation, service support and a sense of urgency in dealing with requests.
Tuesday, November 04, 2008
LIMRA research manager Pat Leary talks about a new report on consumer knowledge and interest in purchasing life insurance through banks. He says more education is needed to raise consumer awareness.
Tuesday, October 21, 2008
LIMRA’s Shawn Flynn and Stephanie Nickson of SunLife find that many Canadians are not well-prepared for looming retirement. They talk about the need for more saving and how insurance companies can help with education, as well as products and services.
Tuesday, October 07, 2008
This podcast features International Research Analyst Lori Chester talking about bancassurance practices in Japan, China, India and Malaysia, and what has been successful.
Thursday, September 25, 2008
This podcast features International Research Analyst Lori Chester talking about the working relationship between banks and insurers, including the division of labor, first-year commission rates and training in the Asia bancassurance industry.
Monday, September 08, 2008
Sally Bryck of LIMRA’s retirement research team talks about how people decide when they are going to retire, and how they prepare – or fail to prepare – for the big step. For many people, retirement comes sooner than they expected, sometimes due to ill health or other problems, and sometimes because they feel ready.
Tuesday, September 02, 2008
Betsy Schwarz of LIMRA's markets and technology research team, talks about the promise and pitfalls of using new Internet tools to market financial services through e-marketing. By following the rules of interactivity, marketers can use the Internet strategically to build trust and understanding with customers.
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