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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

Learning and Development

Empower employees and develop future leaders.

Recognizing Financial Exploitation

Help your representatives recognize elder financial abuse.

Anti-Money Laundering (AML) Training

Our 2021 AML Refresher course provides an overview of anti-money laundering basics and then covers how the remote work environment has impacted money laundering, providing the producer with practical instruction to help them recognize, report, and avoid being involved in money laundering schemes.

Associate, Secure Retirement Institute (ASRI)

Learners must complete six required courses to earn the ASRI designation.

Fellow, Secure Retirement Institute (FSRI)

The FSRI delivers knowledge of broad challenges facing society and the retirement industry.

Products and Services

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

Market Development

Find and value clusters of qualified prospects.

Trustworthy Selling

Continue to deliver valuable sales effectiveness training to your financial professionals no matter where they’re located. Honorable mention for 2021 Top 25 Sales Training Company as recognized by Selling Power.

AnnuityXT

Effectively implement your annuity continuing education program.

FraudShare

The neighborhood watch for financial services enables companies to defend against account takeover (ATO) schemes with easy, secure, real-time access to incident and threat indicator data with real-time email alerts.

Secure Retirement Institute Contacts

Alison Salka, Ph.D.

Senior Vice President and Director of Research

Work Phone: (860) 285-7754

asalka@limra.com

Carlo Guerrera

Retirement Member Relations Director

Work Phone: (860) 285-7878

cguerrera@limra.com