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Consulting Tier 1


As financial services companies face increasingly complex problems, they demand solutions from experts who thoroughly understand their business - particularly life insurance. Unlike other large consulting firms with practices in a variety of industries, LIMRA is a boutique provider; we focus squarely on the financial services industry.

Companies call LIMRA first to leverage our deep knowledge of best practices in the global insurance industry, gain practical solutions, and receive hands-on tactical support to solve problems and implement a variety of projects.

Our approach to consulting offers the optimal balance of research and analytics combined with practical solutions to achieve your desired goals. Our approach is date driven, results-oriented, and incorporates an implementation plan.

Benefits to LIMRA members are clear:

  • Our consultant’s expertise enables them to address client needs with no learning curve—timelines are shortened
  • Projects are cost effective
  • Outcomes have a real impact on the productivity, profitability, and the bottom line.

Learn effective strategies and practices at any of our industry conferences.

How-Help-01 HOW MAY WE HELP YOU?  


Consulting 02 Continually assessing and improving distribution tactics is a key challenge for financial services companies. LIMRA's consulting experts will partner with your company every step of the way with capabilities ranging from modeling and design to project implementation, helping you to define your marketing and distribution strategy while creating the tactical "blueprint" you will need to execute plans more effectively in the future.


Consulting 04 Improve operations and streamline practices to achieve your strategic objectives with LIMRA's experienced consultants. Leveraging proprietary research, industry knowledge, and expertise enables us to address your needs without a learning curve.


Consulting 01 Aligning your company’s capabilities with the needs of your market and distribution is critical to achieving corporate, sales, and productivity objectives. LIMRA Consulting offers an array of expertise across the Operations spectrum to help improve customer retention, develop your organization’s resources and competencies, and redesign business processes.