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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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Fall 2009

LIMRA MarketFacts

Fall, 2009

Table of Contents
by Farrell Dolan, CFP, Dolan Associates

The recession of 2008 — 2009 has put a renewed emphasis on managing downside risk while generating retirement income. Seeing their savings reduced by one third or more has given many retirees a new, laser-focused awareness of the financial challenges of living in retirement.

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by Yuliya Babushkina, LIMRA

Through much of the past 20 years, the dental industry has experienced uninterrupted growth — until the Great Recession hit. In this article, LIMRA asks a group of dental executives how they foresee economic conditions affecting future group dental business.

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by Dan Beatrice, ACS, AIAA, LIMRA

Annuity sales have exceeded $200 billion every year since 2002. Despite years of lackluster interest among consumers and the media, sales of individual annuities have provided a tremendous success story for life insurance companies.

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by Stephen F. Rowley, Gen Re LifeHealth/A Berkshire Hathaway Company

To compete successfully, the life insurance industry must develop product features that meet the needs of consumers. This article focuses on the pros and cons of three of the most common living benefit riders available today — disability income, long-term care, and critical illness.

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by Mary M. Art, LIMRA

Technological development is moving at a rapid pace — and has been for several decades. With such rapid changes, it’s important to look to the future — specifically, what technologies will impact the insurance and financial services industries over the next five years? This article identifies eight trends impacting emerging technologies.

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by Elizabeth H. Schwarz, ACS, LLIF, LIMRA

Increasingly, carriers are turning their focus to the Internet to facilitate their marketing and advertising initiatives. From using online display advertisements to using branded social media applications, carriers rely on the new media channel for lead generation, building brand awareness, and maintaining relationships with customers.

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by Patrick T. Leary, LLIF, LIMRA

Today’s financial services environment has seen fundamental change, and organizations are evaluating their distribution strategies and looking for new ways to increase efficiencies and generate profitable revenue from their sales representatives. Learn how they are proceeding.

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This article is temporarily unavailable. We apologize for any inconvenience this may have caused.  Please visit MarketFacts online to read more from the Fall 2009 edition or contact us at for more information.

by James O. Mitchel, Ph.D., CEBS, LIMRA

The premise of The New Normal is that consumers — in reaction to the massive economic downturn may permanently change their financial behavior. They will take more financial responsibility, they will spend less and save more, they will abandon investing in equities, and/or they will generally be fearful and cautious in their dealings with financial institutions and other companies. All four scenarios can have several implications for financial services companies.  

This article — adapted from LIMRA’s 2009 Strategic Issues Series report The New Normal: Myth or Reality? — addresses this premise and attempts to determine whether this shift in consumer attitude is myth or reality. It also provides data to support how the current recession has impacted companies, products, and distribution to date — and just how companies, products, and distribution channels will be affected going forward.

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by Alan Press, Wealth Advisory Group LLC

This article describes how a three-legged stool, the financial services industry, and the distribution channels that deliver its products relate to the perfect and the good.

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by Steven Brown

Do you realize the lasting implications of the New Haven, Connecticut, firefighters’ case that recently was argued before the U.S. Supreme Court and for recruiting and selecting in our industry?

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Mary-Beth Selby


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