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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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Advertising in LIMRA’s MarketFacts Quarterly leverages the trust we’ve built with our members and readers over the last century. It offers an unparalleled opportunity to access an audience of executive-level decision makers in the financial services industry. For detailed information on advertising (including ad rates, specs, and publication schedule), please download a PDF of our media kit.
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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.

Number 2, 2016 Number 2 - 2016

by Mark Paracer, LIMRA Secure Retirement Institute

The LIMRA Secure Retirement Institute tracks the availability and election of in-plan income guarantees on defined contribution plans — and it is clear the market is growing. This article reviews sales for in-plan income guarantees, as well as in-plan guarantee assets by plan size and election by plan type.

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by Mary M. Art, LIMRA

The insurance sales and purchase process can be time-consuming for everyone involved. Companies often seek to streamline it, and automated underwriting solutions help achieve this. To learn more about the status of automated underwriting among retail/individual companies, LIMRA recently surveyed 60 companies in the United States and Canada. This article shares key findings.

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by LIMRA’s MarketFacts Quarterly

In this View From the Top feature, we talked with Dan Fishbein, M.D., President of Sun Life Financial U.S. Here, he shares his perspective on their group benefits business, where the employee benefits industry needs to go to meet consumer and employer needs, and what might be coming next.

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by Tina Wilson, Massachusetts Mutual Life Insurance Co.

In this article, Tina Wilson, Senior Vice President of Investment Solutions Innovation at MassMutual, examines the decline in America’s workplace productivity. She discusses how helping people make better decisions about personal finances — especially employee benefits — is key to reversing this trend.

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by LIMRA’s MarketFacts Quarterly

“Wellness” is a term frequently used to address the balance of physical, emotional, and financial factors that constitute an employee’s overall health. But do financial wellness programs truly belong at the workplace? If so, what should they look like? And how can they best serve all stakeholders — carriers, employers, and employees? In this conversation, a panel of LIMRA experts provide both their research-based and personal perspectives on this important topic.

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by Kimberly A. Landry, LIMRA

This article shares key findings from the 2016 LIMRA Employer Study, with a focus on employer methods for enrolling employees in their insurance benefits. It examines practices by company size, shares employer reasons for choosing their method, and compares results with employee preferences from prior LIMRA research.

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by Eric T. Sondergeld, ASA, CFA, LIMRA

This article describes examples of innovations from around the world, with an emphasis on product and distribution. Its purpose is to encourage companies to develop the capability of scanning foreign markets for ideas and to innovate in all aspects of the business.

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by Breana Macken, LIMRA

This article highlights key themes from recent LIMRA research conducted with four groups of North American consumers: pre-retirees, families with children, Gen Xers without children, and Millennials without children. They share how finances fit into the larger context of their life, as well as how and where they prefer to receive financial education and advice.

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by David Schulman, DBA/MassMutual ; Patrick T. Leary, M.B.A., LLIF, LIMRA

Effective practice leadership is more critical than ever to build sustainable business models, address client needs, and drive profitable growth. To find out what it takes to succeed in today’s environment, the authors surveyed top field leaders of large agency-building companies. This article shares their common traits, drivers of success, and advice for both new and experienced general agents.

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by Aimee DeCamillo, T. Rowe Price

Here, Aimee DeCamillo, Vice President of Retirement Plan Services at T. Rowe Price, shares the vision of the LIMRA LOMA Financial Literacy and Industry Education Committee. She discusses companies’ corporate social responsibility to share their time and knowledge beyond their customer base — and provides examples of how T. Rowe Price is taking action.

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

Recent LIMRA Secure Retirement Institute research suggests the benefits of having a formal, written retirement plan are so evident that it’s hard for financial professionals to justify not having one for the clients entering retirement. This article outlines the opportunity this presents to financial professionals and provides insight on how they can make this happen in their practice.

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by Timothy Tay Huey En, Fuji Xerox Co., Ltd.

In this article, Fuji Xerox Co.’s Timothy Tay Huey En discusses how technologies on the horizon today will become prevalent and impose additional requirements for insurance carriers to collect, govern, process, and protect information. He examines the impact of digital on the insurance industry and provides a vision and example of how work might look in the year 2022.

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by James T. Scanlon, M.S., HIA, LIMRA

LIMRA’s Financial Concern Barometer (FCB) is a single overall metric that measures the level of financial pressure inside consumers’ financial mindscape — the mental space containing the motivations that drive their financial behavior. This article shares where the FCB currently stands and examines its four components (Living Expenses, Health Care, Savings Goals, and Estate Matters) in detail.

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Wendy Weston


MarketFacts 2016

MarketFacts 2015

MarketFacts 2014

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