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LIMRA LOMA Secure Retirement Institute Launches New Fiduciary Training Program
New Course to Educate Client-Facing Employees About the DOL Fiduciary Rule Implications.
LIMRA LOMA Secure Retirement Institute Creates Resources to Help Members Respond to New DOL Fiduciary Rule
WINDSOR, Conn., April 6, 2016—In response to the Department of Labor’s (DOL) final fiduciary rule published today, LIMRA LOMA Secure Retirement Institute is developing a number of resources to help financial services companies adapt to the new fiduciary rule.
LIMRA LOMA Secure Retirement Institute Board of Directors Endorses New LIMRA Regulatory Training
The course, Recognizing Financial Exploitation, satisfies expanding state and federal regulatory requirements to detect and report financial exploitation.
New Analysis Finds 'Income Later' Variable Annuity Sales Rebounded Following Demise of DOL Fiduciary Rule, LIMRA Secure Retirement Institute reports
New LIMRA Secure Retirement Institute (LIMRA SRI) research, examining variable annuity (VA) sales by investment objective, finds VAs designed to provide ‘income later’ through guaranteed living benefit (GLB) riders have rebounded to reach $10.2 billion in the first quarter of 2018.