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Retirement Strategic Planning

LIMRA can provide custom research, distribution consulting, on-site facilitation exercises, and other services for your company.

Retirement Strategy Session
This one-day on-site facilitation exercise helps companies better understand and build on opportunities in the retirement market. Our consultants partner with your leadership team to create project ownership, align key stakeholders, and organize critical tasks around your corporate objectives. Participants in this session are multifunctional and include key stakeholders in the retirement initiative. As a result, all points of view are shared and focused around a common goal, creating synergy and momentum to move forward.

Custom Research
Whether you're interested in customer attitudes, field force attitudes, target markets, or the market potential, our research consultants and project directors are skilled in a range of methodologies and techniques, including survey research, focus groups, and multivariate analysis. We'll take our vast industry knowledge, sophisticated consulting skills, and research expertise and focus them all on your company's individual needs - with a timely and cost-efficient approach.

For more information, email Retirement@limra.com.

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