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Supporting Your Retirement Business

We infuse our deep industry understanding with the latest consumer and industry research to create innovative solutions that enable you to:

  • Attract and engage top talent
  • Help consumers prioritize and act on their retirement needs
  • Boost sales effectiveness at all stages of the career
  • Gain an objective perspective on your market potential and strategic goals

Products and Services

Access tools for growing your business, improving profitability, and managing risks.


Help your clients get Ready-2-Retire and be ready to discuss their planning needs.

Trustworthy Selling™ 2.0

Transforming transactions into lasting experiences.


Effectively implement your annuity continuing education program.

LIMRA LOMA Secure Retirement Institute Contacts

Paul Henry

Managing Director, Retirement Clients and Products

Work Phone: (860) 285-7878

Gary Lineberry

Managing Director, Retirement Education Solutions, LOMA.<br />Director, LIMRA LOMA Secure Retirement Institute

Work Phone: (770) 984-3728

Alison Salka, Ph.D.

Senior Vice President and Director of Research

Work Phone: (860) 285-7754