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For 30 years, LIMRA’s MarketFacts Quarterly has been the premier publication for financial services executives worldwide. Our mission is to bring the latest, most pertinent industry information to our readership — whether it is derived from industry research, company best practices, or insightful thought leadership. LIMRA’s MarketFacts Quarterly offers unmatched content by inviting authorship from representatives of companies in LIMRA’s vast member roster, as well as from LIMRA’s internal subject matter experts and global thought leaders impacting the financial services arena.

Why is LIMRA’s MarketFacts Quarterly different from other industry trade publications? Because we concentrate on developing in-depth, insightful articles devoted to the critical issues of the day impacting financial services industry decision-makers. By blending exclusive perspectives from LIMRA’s renowned research team and marketing experts with the industry’s top thought leadership, LIMRA’s MarketFacts Quarterly provides the latest information on how companies can maximize their marketing and distribution effectiveness in an ever-evolving environment.

In these turbulent times, it is imperative that you have access to the best thinking on the forces driving change in the financial services industry. LIMRA’s MarketFacts Quarterly is the vehicle that industry executives turn to most for LIMRA’s longstanding brand in research excellence.

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LIMRA's MarketFacts Quarterly

Information Best Practices Thought Leadership

Access the best thinking on the forces driving the industry. Here you will find articles devoted to the critical issues of the day, including such topics as distribution, technology, marketing strategies, retirement, globalization, demographics, financial integration, and products and services.

Please click the cover graphic on the right to launch the digital edition of LIMRA’s MarketFacts Quarterly.



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Table of Contents
by Lucian J. Lombardi, ASA, LIMRA; Jennifer L. Douglas, LIMRA

Despite today’s changed environment — with consumers having many competing financial priorities and options — individual life insurance remains an integral component of their financial security. Yet the decline in ownership continues. Using the lens of behavioral economics, this article explores the factors behind this trend in individual life insurance ownership and what might be done to reverse it.

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by Nilufer R. Ahmed, Ph.D., LIMRA

There are 15 million U.S. households with an annual income between $100,000 and $149,999, referred to here as the “mass affluent” market. This article examines those “mass affluent” households that are headed by individuals aged 25 to 64 — a demographic typically associated with having protection and pre-retirement needs. Sections explore these consumers’ current financial situation, their financial goals, attitudes and behaviors, and savings and protection needs. Companies and financial professionals can use this information to develop or modify their strategies to reach out to this market with the appropriate products and services.

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by Scott R. Kallenbach, FLMI, LIMRA

Today’s consumers are confronted by a multitude of distractions, and they often are “swamped” with managing their ongoing daily responsibilities and activities. We believe two key trends significantly contribute to this “new normal” of distracted consumers: technological advancements that permit nonstop connectivity and lifestyles that are much busier than a generation ago. This article briefly highlights these trends and focuses on how to connect with consumers, who we should connect with, and how we can meet consumer needs.

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by Catherine Collinson, M.B.A., Transamerica Center for Retirement Studies

This article provides highlights from the recent 15th Annual Transamerica Retirement Survey, which examined current trends among American workers and compared the retirement outlooks of Baby Boomers, Generation Xers, and Millennials. A key finding is that, in the aftermath of the "Great Recession," times are changing so rapidly that the retirement experienced by these generations will be not only a radical departure from that of their parents' generations, but also from each other's.

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by Matthew Drinkwater, Ph.D., FLMI, AFSI, PCS, LIMRA Secure Retirement Institute

In the case of retirement planning, some activities can be a challenge — even for the financially sophisticated —and people may believe their planning methods are sound when, in fact, they might be missing the boat. This article shares key findings from a recent LIMRA Secure Retirement Institute survey of pre-retirees, including their current retirement planning activities, methods for determining retirement income, and methods for estimating how long assets will last.

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by William J. Wheeler, MetLife, Inc.

In this View From the Top article, Wheeler (President, Americas at MetLife, Inc.) discusses how the industry can successfully navigate the challenge of today’s information overload and communicate with consumers in a variety of ways. He also shares how MetLife is taking a customer-centric and data-driven approach to researching how they can better serve consumers.

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by Patrick T. Leary, M.B.A., LIMRA

There are many factors at play within financial services practices that support the value effective wholesaling can bring to distribution strategy, from increased product complexity to a more diverse and demanding client base. In an increasingly competitive environment, wholesalers can play a critical role in placing product within today’s practices, helping advisors meet client needs, and assisting them with growing their business. This article reflects financial professionals’ views on what the best — and worst — wholesalers do.

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by Mary M. Art, LIMRA

This article highlights findings from three LIMRA studies that explore life insurance policyowner service channel preferences and companies’ service goals and options. It looks at how policyowners obtain service from the companies with which they own life insurance products, identifies channels that provide the highest levels of satisfaction, and pinpoints channels they desire for the future.

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by Lauren J. Finnie, LIMRA

The ultimate customer has gained power in the financial services industry, and insurers are investing in programs designed to align their business practices with new consumer demands. This article shares highlights from LIMRA’s recent Customer Focused Initiatives study, which explored what forward-thinking companies are doing to understand and meet customer expectations in these dynamic times.

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by Yuliya Babushkina, LIMRA

The passage of the Affordable Care Act (ACA) at the time when the United States faced a deep economic recession became a game changer. While the ACA does not directly address the employer-based system, the issue will be how it affects it. This article presents employers’ perspectives and attitudes, the role of private exchanges, the impact on nonmedical benefits, and what the future may hold.

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by Avril Castagnetta, Ernst & Young LLP; Christopher Raham, FSA, MAAA, Ernst & Young LLP

What steps can the industry take to build better relationships and improve consumer outcomes based on increased levels of engagement? This article highlights the role of high-quality user experiences, integrated digital channels, and analytics in driving such connections and creating customer advocacy. More important, it explains how companies can apply leading practices from other industries.

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Wendy Weston
wweston@limra.com

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MarketFacts 2014

MarketFacts 2013

MarketFacts 2012


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