Financial Wellness in Focus: What the 2026 LIMRA Financial Wellness Index Tells Us Now

Overview

Who Should Join

LIMRA Members Only

Highlights

What’s really happening with financial wellness—and what’s changed since the last Index release? Join LIMRA researchers Deb Dupont and Megan Nadzan for a 30 minute, data driven conversation unpacking key findings from the 2026 LIMRA Financial Wellness Index®, its third biannual release.

Presenters will highlight the most significant trends shaping financial stress and well being across workers and households today. Drawing directly from the Index, they’ll explore how financial wellness is evolving, where stress is rising or easing, and how financial, emotional, and physical well being increasingly intersect. The session will also examine what employees expect from employers when it comes to financial wellness support—and where benefits and education can make the greatest impact.

Designed for benefits leaders, financial professionals, and anyone tracking workforce well being, this webinar delivers practical insights and context to help inform benefits strategies and planning for the years ahead.

Presenters

Deb Dupont

Assistant Vice President Workplace Benefits Research, Institutional Retirement, LIMRA and LOMA

Deb Dupont

Assistant Vice President Workplace Benefits Research, Institutional Retirement, LIMRA and LOMA

Deb Dupont is responsible for LIMRA’s institutional (retirement plans) retirement research program. She conducts and supervises research, benchmark reporting, and study groups focused on the issues and trends faced by constituents of the defined contribution industry. She also provides guidance and thought leadership in helping LIMRA's member firms better understand the opportunities available for improving delivery of institutional retirement solutions.

Prior to joining LIMRA in 2014, Deb was the Director of ING's Retirement Research Institute (the Institute), where she created, managed, and published a research platform that included work focusing on multi-cultural, generational, and gender-based analyses of retirement behaviors, and also published insights and analyses of ING's own cross-defined contribution (i.e., across employment sectors) participant base. Deb's work has been recognized for effectiveness and quality by some of the most prestigious awards in the financial services and communications industries, including the Insurance and Financial Communicators' Association and the International Association of Business Communicators. She is a graduate of the University of Connecticut.

Megan Nadzan, Ph.D.

Senior Research Analyst, Workplace Benefits Research, LIMRA and LOMA

Megan Nadzan, Ph.D.

Senior Research Analyst, Workplace Benefits Research, LIMRA and LOMA

Megan conducts quantitative and qualitative research across the workplace benefits landscape, focusing on employer and employee insights that inform industry decision-making. She leads LIMRA’s Canadian Group Life and Health benchmarking program and contributes to research exploring trends in benefits education, product innovation, and workforce well-being. Megan joined LIMRA in 2025, bringing experience in survey design, data analysis, and strategic research communication. She holds a Ph.D. in Social Psychology from the University of Delaware and is currently pursuing her MBA with a concentration in Strategic Leadership at the Lerner College of Business and Economics.