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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
MarketFacts - 2017 Number 2

LIMRA MarketFacts

Number 2, 2017

by LIMRA's MarketFacts Quartely

In this View From the Top article, we talked with Jim Casey, President and Chief Executive Officer of Life & Specialty Ventures. Here, he shares his perspective on current topics such as technology, the Affordable Care Act, and how to help employees understand their options — as well as what might be next on the horizon for the workplace benefits industry.

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by LIMRA's MarketFacts Quartely

We recently talked with Khun Nusara (Assakul) Banyatpiyaphad, President of The Thai Life Assurance Association. Here, she tells us about the association and shares her perspective on the industry in Thailand — for example, on the current low-interest-rate situation, regulation, and slow growth in the economy, as well as what the future may hold.

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by Norah Denley, LIMRA

In today’s business environment, the role of data scientists (those who wrangle all the data and create meaning from it) is quite popular. But data wranglers have existed for years: Actuaries have been core to our business since the birth of the industry. What do data scientists have that actuaries don’t? There might not be as much difference as you think, according to recent research by LIMRA and the Society of Actuaries.

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by Donna Megregian, FSA, MAAA, RGA; Elaine F. Tumicki, CLU, ChFC, LLIF, LIMRA

To improve the product development process, one would do well to first understand its current components. A recent research project sponsored by the Society of Actuaries and conducted by RGA and LIMRA seeks to provide the insurance industry a guide to help enhance resource management and current processes to better serve the needs of its stakeholders. This article highlights key findings.

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by Ron Neyer, MBA, CLU, ChFC, LIMRA

Employee benefit brokers hold a unique, trusted position with their clients. Employers offer benefits to attract and retain a productive workforce, and they often rely on brokers to help identify product offerings as well as insurance carriers where they will place their business. This article shares highlights from recent LIMRA research that examined brokers’ perceptions of workplace benefits carriers — and provides guidance for companies seeking to ensure they are viewed favorably.

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by Todd A. Silverhart, LLIF, LIMRA

How do consumers prefer to buy life insurance, today and tomorrow? While LIMRA research suggests that face-to-face distribution will continue to drive the majority of U.S. life purchases, alternative methods are growing and may account for almost half of future distribution. This article shares LIMRA Ownership Study findings on several distribution options and shares consumer perceptions of each.

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by Robin Lenna, MetLife

This article shares findings from MetLife’s recently released Paycheck or Pot of Gold Study℠. The study sought to gain deeper insight into consumer attitudes on workplace retirement plans (both defined benefit and defined contribution) and what motivates their decision to take distributions in a lump sum versus an annuity, when offered. It also explored the “success” of those decisions.

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by Steve M. Marziotto, CLU, ChFC, RICP, LUTCF, CMFC, CLTC, The Prudential Insurance Company of America

Succession planning and practice transfer have been frequently discussed topics in terms of how they relate to managing partners and/or agency management and their exit transition planning. This article focuses on succession planning and transferring a practice for advisors and agents — helping them develop the right strategies and identify the right successors.

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by Fiona Cuddy, Canada Life

To keep pace with industry change and evolving consumer needs, as well as ensure future success, companies should consider redesigning their financial centres into more inviting, contemporary spaces where advisors are proud to meet with clients in person and digitally. In this article, Fiona Cuddy shares the story of the recent redesign of Freedom 55 Financial centres.

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by Eric T. Sondergeld, ASA, CFA, LIMRA

Every day financial professionals and companies help individuals determine whether they should purchase a life insurance policy and, if so, what type and how large a policy to buy. LIMRA applies those same principles to entire populations to help the industry understand the overall opportunity and where it is greatest. This article suggests that the industry challenge some preconceived notions of how we think about, design, and position the life product — in an effort to serve more consumers and generate ideas for growing sales.

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by Anita Potter, LIMRA

Ten years ago, LIMRA examined the factors perceived to have the greatest influence on the future of the group and worksite life insurance industry. Since then, the threats to our industry have multiplied. To thrive (rather than just survive) in the coming years, the industry must understand the effects of current and future demographic and economic trends, as well as perception about the benefit. This article takes a renewed look at some of the factors we explored a decade ago.

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by Jafor Iqbal, LIMRA Secure Retirement Institute

In doing retirement planning, investors find some activities easy and others hard to tackle. There are times when extensive assistance and review from a financial professional are needed. Recent LIMRA Secure Retirement Institute research takes a closer look at the range of planning activities and how pre-retirees feel about them. This article explores the confidence issue, the importance of a formal plan, and where investors need help most.

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Mary-Beth Selby


MarketFacts 2019

MarketFacts 2018

MarketFacts 2017

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