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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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Advertising in LIMRA MarketFacts leverages the trust we’ve built with our members and readers over the last century. It offers an unparalleled opportunity to access an audience of executive-level decision makers in the financial services industry. For detailed information on advertising (including ad rates, specs, and publication schedule), please download a PDF of our media kit.
MarketFacts 2019
MarketFacts Number 2 2018

LIMRA MarketFacts

Number 2

by Delores Freitag, LIMRA

Companies and their managers continue to ask: How do I grow sales in the midst of change? This article not only explores best practices for growing sales through effective recruiting and retention but also provides a new context for talent management focused on the next generation of sales talent, and the modernization of aging field management practices. It talks about the art and the science of talent management and presents a proven equation for success.

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by Eric Wietsma, MassMutual

Many of the root causes of American’s lack of retirement preparations lie deep below the surface. America’s retirement savings problem cannot be solved until retirement plan recordkeepers, employers that sponsor 401(k) and other retirement savings plans, and financial advisors understand and attack the underlying issues. This article investigates those issues and the opportunities they present.

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by Peter J. McAvinn, LU, CFP, CFA, New York Life Insurance Company

Effective sales management is more critical than ever. This article looks at whether this critical area is being overlooked, the importance of second-line development to the current strategies of career companies, what the key responsibilities of second-line managers are, and how career companies should train and support second-line managers going forward.

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by Melinda Meyer, Aspen Strategies

An effective business plan clearly outlines the Why? What? How? and Who? of a company’s focus and deployment of resources throughout the year. This article outlines the steps to creating an effective plan, and presents a case study of the differences between a plan and a wish.

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by Carolyn Johnson, Voya Financial

It’s up to the industry to present a more positive, non-fictional tale of annuities — focused on how these solutions can help millions grow their savings and generate a dependable stream of income when they retire. Unfortunately, negative statements or misinformation about annuities often top most people’s browsers and dominate headlines. This article presents four areas to focus on to clear up the annuity story.

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by Saurav Biswas, LIMRA

This article — based on a joint LIMRA and Society of Actuaries (SOA) study — assesses the current state and future opportunity of key retirement markets in Asia. With details on demographics, as well as consumer attitudes and preferences, the insight gained from this research gives us a clearer perspective of the opportunities for the financial services industry in this market.

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by Jennifer Rankin, LOMA

What do industry leaders predict for sales and profitability, information technology, customer service and human capital; and what operational challenges and potential business disruptors do they face? This article — based on highlights from LOMA’s Annual Forecast Survey — offers an overview of executive and industry analyst opinions on what 2018 may mean for the industry.

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by Jeffrey I. Hollander, MassMutual

The new tax law presents an excellent door-opening opportunity for financial professionals and financial planners to engage their clients, drive conversations, clear up misconceptions, and help them begin to appreciate the potential impacts and opportunities to their unique goals and objectives.

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by Harry Hoopis, Hoopis Performance Network

Consumers are changing, and the way the industry interacts with them needs to change as well. Drawing on his own personal experience and success, Harry Hoopis outlines the need for better talent development through selection, recruiting, and building an environment of high expectations and recognition.

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

As the insurance industry’s consumer base continues to grow and change, the industry will need to deliver an even wider variety of products and solutions to meet the needs of those consumers. This article investigates the ever-growing need for synchronization of market and product segmentation, in response to this natural market evolution.

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by Mary M. Art, LIMRA

How can companies streamline the purchase process and make it simpler and more efficient? This article takes an in-depth look at STP initiatives: from objectives, to planning, to implementation and obstacles.

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by Deanna M. Mulligan, The Guardian Life Insurance Company of America

In this article, Deanna Mulligan, President and CEO of Guardian Life, claims that what the industry needs most in the next 5 years is the right balance of hiring and talent retention and stronger investment in employee training. What is necessary for achieving this new C-Suite mandate?

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by Miriam Orsina, LOMA

Hiring and keeping effective employees for administration, marketing, and other company operations has become increasingly difficult. As a result, companies are exploring different approaches to talent management for the home office. This article looks at the talent supply issue and new talent management initiatives that have the potential to enhance home-office talent acquisition, development, and retention.

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Mary-Beth Selby


MarketFacts 2019

MarketFacts 2018

MarketFacts 2017

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