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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 - 2016 Number 4

LIMRA MarketFacts

Number 4

by LIMRA’s MarketFacts Quarterly

We recently talked with Abhishek Bhatia, Chief Executive Officer of FWD Singapore. Prior to joining FWD, Abhishek spent 15 years with Prudential Plc in senior roles across the globe. Here, he shares his perspective on FWD’s direct-to-consumer program and the company’s vision for serving consumers.

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by Chip Castille, BlackRock

In this View From the Top article, Chip Castille — BlackRock’s Managing Director/Chief Retirement Strategist and Head of Global Retirement Strategy — shares his perspective on defining retirement success. He outlines a measure to benchmark an individual’s retirement needs and a group of four levers (goal, time, savings, and return) to adjust along the way.

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by Patrick T. Leary, LLIF, LIMRA; Eric T. Sondergeld, ASA, CFA, LIMRA

Increasingly, organizations across all industries are leveraging direct-to-consumer (D2C) strategies. In light of changing distribution and consumer preferences, it is critical that the financial services industry take a renewed look at retail (i.e., non-workplace) D2C models. This article provides a backdrop for companies seeking to develop a new or expand an existing D2C distribution program.   

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by Kathleen E. Krozel, LLIF, FLMI, ARP, LIMRA; Judy Zaiken, CLU, ChFC, LIMRA

Since the release of the DOL fiduciary rule proposal in April 2015, the LIMRA Secure Retirement Institute has served as a clearinghouse of perspectives from across the financial services industry. We began our ongoing series, called DOL Viewpoints, in March 2016 (just before the rule was final). This article highlights some of our findings from research with advisors, manufacturers, distributors, retirement plan providers, and consumers.

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by Laura A. Murach, ACS, ALMI, LIMRA

Almost 9 in 10 financial professionals (FPs) start their business from scratch. So why are they leaving it to chance and not preparing for planned and unplanned exits from the business? Recently, LIMRA surveyed nearly 900 U.S. FPs and 1,600 consumers to explore their thoughts on business transitions. Our research uncovered a significant gap between client expectations and reality.

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by Alison Salka, Ph.D., LIMRA; Scott R. Kallenbach, FLMI, LIMRA

This annual predictions article shares LIMRA thought leaders’ best assessment of the forces that may influence the industry in the short term. It is presented via five main themes: regulation, the changing consumer, technology, innovation, and talent management. We are confident that this information will help companies anticipate, and perhaps think differently about, the future.

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by Jafor Iqbal, LIMRA Secure Retirement Institute

As retirement income planning continues to gain popularity, advisors and their firms will seek ways to offer more planning services. They also will need to assess the capabilities and expertise required to meet the demand. In a recent study of advisors and their retirement income planning practices, the LIMRA Secure Retirement Institute identified five key insights.

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by LIMRA’s MarketFacts Quarterly

At the 2016 DI and LTC Insurers’ Forum (hosted by LIMRA, LOMA, and SOA), a panel of experts offered their perspective on how technology can make the end-to-end disability income sales process easier for customers. They emphasized the benefits of leveraging technology and that various tools can be used individually or in combination with one another. This article shares initiatives from: Laura Hahn, Guardian; Kathleen Lyons, Disability Management Services; and Kristin Pagliero, Unum.

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by Patrick T. Leary, LLIF, LIMRA

The U.S. DOL fiduciary rule is proving to be a turning point for the insurance and related financial services industry. The rule has a significant direct and indirect impact on independent insurance distribution, adding new pressure to systemic challenges the channel already faces. This article examines independent distribution networks in detail through this lens.

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

LIMRA’s recent Ownership Study (across data from 1960 to 2016) offers the industry encouraging information on Millennials. Overall, it finds they are among the most likely to own life insurance — and their ownership rate is growing. This article takes a deeper dive into their ownership story, including individual versus group coverage, coverage amounts, coverage adequacy, how they buy life insurance, and their attitudes toward life insurance.

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by Konrad Wisniewski, LIMRA

What role does technology play in the delivery of advice? LIMRA research shows that while consumers’ use of technology-based solutions is growing, they still have concerns about addressing all of their financial needs with technology. This article examines the wide spectrum of solutions that can help consumers manage their finances: basic, intermediate, and advanced.

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by Jennifer L. Douglas, LIMRA

Advances in technology and consumers’ embracing the digital marketplace have inspired industry optimism that we can better serve underpenetrated markets efficiently and cost-effectively. Unfortunately, LIMRA’s consumer research continues to portray a less promising outlook for selling life insurance online — at least with how the internet is currently being leveraged. Our findings point to a very specific type of consumers who are likely to buy coverage online. And they aren’t exactly who we had in mind.

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Mary-Beth Selby


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