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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 1 - 2018

LIMRA MarketFacts

Number 1, 2018

by Donna B. Chaffin, M.B.A., FLMI, LIMRA

Recent LIMRA research shows a gap between client perception and financial professional reality when it comes to succession planning. What is the current role of the home office in succession planning support, services, transition, and choice?

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by Larry Hartshorn, LIMRA and LOMA

Selling insurance products through bank channels has resulting in varying levels of success over the years. Based on C-suite executive perspectives in Europe/Africa, Asia, and Latin America, this article offers an overview of the current international bancassurance environment, including what works, and new opportunities for growth.

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by Matthew Drinkwater, FSRI, FLMI, AFSI, PCS, LIMRA Secure Retirement Institute

Gen X has traditionally been pushed to the side by other generations. Is this an oversight on the part of companies? This article offers insights into Gen X, and maintains that ignoring Gen X is shortsighted from a business perspective. Companies should “tune out the Millennial noise” and prioritize helping Gen Xers to navigate the next life stage – planning for retirement.

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by Larry Reelitz, CLF, RICP

This article explores and develops a perspective of the current strategies and trends in the traditional agency building system, in light of the disruptive forces and complexities present in today’s environment. Using a SWOT (strengths, weaknesses, opportunities, and threats) analysis, the author investigated how companies and individuals are responding to the current issues in the agency-building distribution system.

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by Deb Dupont, LIMRA Secure Retirement Institute

The LIMRA Secure Retirement Institute recently asked employers who currently sponsor a DC plan what they would do if a state solution became available to them. This article explores their response to the questions asked, and looks at what motivations and factors go into their decision making on this topic.

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by James W. Kerley, LLIF, LIMRA and LOMA

In this interview we talk with Jim Kerley — Chief Membership Officer for LIMRA and LOMA — about the impact of FinTech and InsurTech on the financial services industry. He discusses lessons learned at the first two annual ITC conferences, and gives perspective on the latest innovations and the future of InsurTech.

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What does it mean to have a Napster Moment? “Leaning into the “D Word” investigates moving forward with and using disruption to our advantage. With lessons learned from Napster, Kodak, and Gutenberg moments — this article discusses leveraging disruption, and the key questions the financial services industry should be asking as we move forward.

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by Scott R. Kallenbach, FLMI, LIMRA; Eric T. Sondergeld, ASA, CFA, LIMRA

This article investigates the Disruption Gap between levels of concern about current trends in financial services, and their actual potential to do harm. This authors evaluate new market entrants, technology and the changing consumer, and regulation as potential disruptors. In addition to lessons from the disrupted, the article also offers practical solutions for dealing with disruption.

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by Ron Neyer, MBA, CLU, ChFC, LIMRA

The workplace benefits world often adopts technology at a faster pace than other insurers. Carriers must win over employers, employees, and brokers – all of whom are high-volume users of web-based systems in today’s marketplace. This article focuses on how carriers that offer efficient, cutting-edge technology will enhance their value proposition, and strengthen their relationships with customers.

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by Nilufer R. Ahmed, Ph.D., LIMRA

How can financial services prepare Gen Z for their financial futures? This article looks at the current financial mindset of the up-and-coming Gen Z (born in 2000 or later), focusing on their online connections, and use of apps. In addition, it offers recommendations on how the industry can encourage Gen Z to become more financially involved.

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

What motivates consumers to shop for life insurance coverage? What obstacles prevent them from making a purchase? Understanding these factors can help marketers and distributors to increase the flow of consumers through the life insurance “purchase funnel.” With insights from the LIMRA 2017 Life Insurance Consumer Survey, this article presents purchase motivators, and barriers to need, shopping, quoting, and purchase.

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by Mary-Beth Selby, M.A., LIMRA

In this interview, we talk with George Blankenship — a former Tesla, Apple, and GAP executive — about his perspective on distribution and innovation in financial services. He shares lessons learned from C-suite geniuses like Steve Jobs and Elon Musk on how to transform businesses from status-quo to forward-thinking companies of the future.

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by Elaine F. Tumicki, CLU, ChFC, LLIF, LIMRA

This article looks at the impact of the Great Recession on the individual life insurance business. Utilizing data from LIMRA’s Individual Life Insurance Sales Study, it investigates the question, “What matters most for success in this industry?” with emphasis on structure, size, product, and distribution.

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Mary-Beth Selby


MarketFacts 2019

MarketFacts 2018

MarketFacts 2017

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