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For 30 years, LIMRA MarketFacts 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 MarketFacts 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 MarketFacts 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 MarketFacts 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 MarketFacts is the vehicle that industry executives turn to most for LIMRA’s longstanding brand in research excellence.

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MarketFacts 2019

LIMRA MarketFacts

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 MarketFacts.

Number 1, 2019 MarketFacts Number 1 2019

by Scott R. Kallenbach, FLMI, LIMRA

Financial services companies focus on new strategic imperatives each year. With this in mind, LIMRA presents its 2019 predictions — eight predictions for the industry based on the opinions of LIMRA’s subject matter experts. This year we have expanded our view to provide a global perspective. This glimpse into what is happening in our industry worldwide, and what we expect to happen, will help companies make more informed decisions about strategic direction, and strengthen their resolve for success.

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by Paul Henry, LIMRA LOMA Secure Retirement Institute

While the latest tech allows for easier and smoother business processes for consumers, it also opens up new avenues for criminal activity. The very defenses that companies set up to combat fraudsters can negatively affect the customer experience that they work so hard to cultivate.

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by Carol L. Perkins, ASA, CLU, ChFC, LIMRA

There is a significant amount of company resources dedicated to executing on distribution strategy and goals. Is your current approach the most effective? This article considers whether you could deploy these resources, or at least a portion of them, to achieve better results.

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by Norah Denley, LIMRA; Shannon Havener, LIMRA

What is the best way to use digital tools to engage with consumers and clients? Based on a two LIMRA surveys — one of life insurance shopper use of technology, and another of financial advisor use of technology — this article paints an interesting picture of how these “digital lives” intersect, and what advisors can do to meet consumer needs.

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

By insuring people who provide for others, the industry protects both providers and dependents. This article looks at America’s unpaid family caregivers, and how the industry can better serve those caregivers.

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by Eric T. Sondergeld, ASA, CFA, LIMRA

As life insurance industry players build customer engagement programs, they probably think of mortality last in terms of engaging customers. However, this suggests an opportunity for innovation — to rethink mortality in how to develop and price insurance products. In an era where so many companies are intent on customer-centricity, what if companies used the product itself to engage with consumers?

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by Jennifer Rankin, LOMA

What do industry leaders predict for 2019? This article — based on highlights from LOMA’s Annual Forecast Survey — offers an overview of executive and industry analyst opinions of what 2019 may mean for the industry. The executives who offered their opinions include a cross section of the board of directors of LL Global, as well as industry analysts and other officials.

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by Warren Cormier, Retirement Research Center

There are vast differences in assets accumulated by financial services firms, compared with robo-advisors. Certainly, differences in resources can explain some of the variance, but this article shows it also has a lot to do with what investors want when it comes to investment advice models — and more importantly — reputation.

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by Elliott Wallace, LexisNexis Risk Solutions

Today, the annual buying power of the Millennial generation is approximately $200 billion. Insurers have an opportunity not only to reinvent their sales and marketing approach to Millennial buyers, but also to enhance their underwriting processes to be more tech savvy and make the process of acquiring a life insurance premium faster and easier.

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by Kathleen E. Krozel, LLIF, FLMI, ARP, LIMRA

Is there a way to determine a better “fit” between what an advisor offers (products, expertise, etc.) and what prospects need and/or want? This article explores how an effective digital marketing lead generation (DMLG) program can help bring both sides of the “client acquisition equation” together.

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by Vikram Kamath, LIMRA

Analytics. Big Data. Machine learning. Artificial intelligence. We often hear these terms as we discuss innovation in financial services companies. This article defines these terms and discusses how can companies leverage them to further their business success.

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by Nick Wilson, MCIPD, LIMRA

Despite being tech-savvy, younger workers prefer to communicate face-to-face. Does the industry apply this communication preference to how we provide training? This article explores the effectiveness and use of classroom techniques, and training designed to drive individual and enterprise success.

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by Larry Niland, CLU

Where does the new SEC Regulation Best Interest leave the typical insurance-affiliated broker-dealer or dual Registrant? This article discusses the proposed SEC Regulation Best Interest, and its potential to affect advisors and consumers.

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Mary-Beth Selby


MarketFacts 2019

  • Number 1

MarketFacts 2018

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