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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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LIMRA MarketFacts

Number 2, 2013

Table of Contents
by Elaine F. Tumicki, CLU, ChFC, LLIF, LIMRA

Three years ago, The Patient Protection and Affordable Care Act (PPACA) became law. PPACA survived legal challenges and a presidential election. While a number of components of the law are already in place, the centerpiece of the legislation — the individual mandate — is set to be implemented next January. What impact will that have on carriers, employers, producers, and consumers?

Based on a series of research studies LIMRA has conducted over the last 18 months, this article shares what we have learned, what is yet to be determined, and some possible long-term outcomes of health care reform.

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by Yuliya Babushkina, LIMRA

The concept of a web-based marketplace for health insurance products was not created by the 2010 Patient Protection and Affordable Care Act (PPACA). However, the PPACA coined the term “health insurance exchange,” and what seemed to be a long and slow-paced process of adapting to new strategies in the benefits world turned into a mini-revolution.

While many discussions currently revolve around whether exchanges will be successful in the short term, the more important issue is how exchanges will affect the benefits market and the distribution of financial security products in the long run. This article explores the potential impact on carriers, producers, and employers.

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by Norah Denley, LIMRA

Many of the top technology trends anticipated to impact the financial services industry over the next five years involve the Internet, including consumer access to carriers via mobile devices and online services. As the Internet becomes an increasingly critical channel for marketing, sales, and customer service, web metrics play a key role in monitoring this channel’s ability to serve these diverse needs. But are web metrics being used in our industry to support all of these objectives? This article highlights recent LIMRA research on how companies are using web metrics to improve their business.

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by Karen M. Gustin, LLIF, Ameritas Group Division

Over the next few years, health care reform and the Affordable Care Act (ACA) will change the face of medical coverage for many Americans. The goal of the ACA is to extend insurance benefits so more Americans can enjoy better health. The ACA decisions and details are complex, with many employers, individuals, and professionals overwhelmed and unsure of how the ACA will impact their lives. This article highlights the key components and issues regarding dental and vision benefits under health care reform.

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by Julie Schneider, National Financial Partners

In this article, Julie Schneider shares the “5 Rs” that explain why producers should get involved in social media (Reputation, Retention/Relevance, Recruiting, Referrals, and Revenue), as well as high-level recommendations on how they can get started.

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by Cecilia M. Shiner, FSRI, FFSI, ALMI, ACS, LIMRA Secure Retirement Institute

At this point in Generation Y’s lives, the concept of retirement is intangible and likely three or four decades in the future. Yet the choices they make today will impact their eventual retirement. This article explores the following questions: How are Gen Y consumers balancing the various demands on their resources? Are they currently saving or thinking about retirement? What is their investment risk tolerance? And how can plan sponsors and the financial services industry encourage them to save more for retirement?

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by Polly A. Painter Eggers, LIMRA

LIMRA recently conducted a study to learn more about how women have experienced the financial advisor career opportunity. From that research, issues have emerged that shed light on what’s right and what’s wrong for them in the industry. Our findings point to three concrete steps organizations can take to be more appealing and welcoming to women: focus on training and development, offer solid support programs, and provide equal access to networking opportunities.

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by Brent Walder, FSA, MAAA, Prudential Retirement

In this article, Brent Walder discusses Prudential’s recent pension risk transfer transaction with General Motors and how at the core of the negotiations were their actuaries, who played a central role in bringing this mammoth exchange of assets and risks to life. He shares how only actuaries who bring a unique blend of technical and business leadership competencies to the table will partner effectively in these types of transactions.

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by Steve Parrish, J.D., CLU, ChFC, Principal Financial Group

In this article, Steve Parrish shares how Principal Financial Group used research to address a classic marketing challenge – helping their financial professionals penetrate the business life insurance market. Ten years later, they still use business owner research to assist them in the “3 Ts”: teaching, tools, and thought leadership.

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by Yasutaka Takeuchi, Dai-ichi Life International

Although recently much attention has been paid to the bancassurance channel, its presence and popularity have not developed at an equal pace throughout the world. Since each country has its own implementation and distribution procedures, target markets, and unique product offerings, both the challenges and the critical success factors needed for profitable growth with bancassurance will differ by country. This article highlights key findings of a recent study conducted to understand current worldwide bancassurance trends and extract some general recommendations for insurers. In addition, it focuses on four global regions and one country within each region to provide a more detailed overview.

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Mary-Beth Selby


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