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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

Number 3, 2012

Table of Contents
by Vince Peterson, LIMRA

This article summarizes insights from a recent LIMRA study that aimed to understand experienced producers’ apparent desire for sales effectiveness training. It explores which topics, components, and delivery methods they prefer — as well as the challenges they face in their business and potential barriers to training.

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by Scott R. Kallenbach, FLMI, LIMRA

As we emerge from the greatest economic collapse since the Great Depression, what will it take to grow your business in light of what may be ahead? What will happen to your business plans if certain scenarios occur? This article offers strategic insight on factors that will influence the future of life insurance through the next four years.

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by Mary M. Art, LIMRA

Producers, given their desire to access information on-the-go, are often ahead of the technology curve relative to the overall population. A growing number of producers use multiple technology tools to save time, make sales, and increase customer satisfaction. This article, excerpted from recent LIMRA research, explores producer use of, and interest in, handheld mobile devices and tablet computers for their business.

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by Rebecca S. Stenlund, Securian Financial Group, Inc.

Approximately one half of small-business owners use a financial advisor for personal and/or business needs, implying there is significant potential for growth in this sector. This article highlights key findings from a recent Securian Financial Group study designed to provide a greater understanding of this market’s unique needs and perspectives.

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by Polly A. Painter Eggers

As today’s most talented sales candidates pursue their professional goals, their hopes and dreams may not look much different than those of past generations. What does look a little different, however, is how these prospective hires see themselves in relation to the organizations they want to work for. This article presents recent LIMRA research that points to a new way of thinking about positioning a sales career today.

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by Catherine Collinson, M.B.A., Transamerica Center for Retirement Studies

It’s no secret that the “Great Recession” has resulted in high levels of unemployment and underemployment in the United States. This article presents key findings from the 13th Annual Transamerica Retirement Survey, which sought the perspectives of displaced American workers in an effort to gauge the retirement outlook of this significant sub-set of the U.S. population.

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by Jennifer L. Douglas, LIMRA

Filing a death claim for a loved one is the single greatest event where companies will make a profound impression on the insured’s immediate family and, many times, their broader circle of family and friends. This article presents recent LIMRA research that demonstrates how experience with this key moment impacts consumer confidence in the industry.

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by Catherine W. Ho, ASA, MAAA

This Snapshot shares high-level findings from a joint study conducted by LIMRA and the Society of Actuaries, which examines individual life insurance lapse experience in the United States between observation years 2005 and 2007.

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by Sally A. Bryck, LIMRA Secure Retirement Institute; Joseph E. Montminy, ASA, MAAA

To gain insight into the “why” and “how” people buy deferred annuities, LIMRA surveyed individuals who recently purchased them to investigate a number of issues surrounding their purchase. This article shares their reasons for purchasing an annuity, factors considered in the purchase, and the profile of annuity buyers, as well as their level of satisfaction with the annuity.

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Mary-Beth Selby


MarketFacts 2019

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