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Stay up-to-date on the latest information about complying with recent state and federal regulations.

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Clarify today’s confusing best interest and fiduciary environment.

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Access resources for understanding the strategic implications of government actions.

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Learn how your company can defend against new account takeover sources and schemes.

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Regulatory & Compliance Coming Events

DOL Fiduciary Rule Under the Biden Administration

8/11/2021 2:00 PM EDT - 3:00 PM EDT

The Department of Labor's Prohibited Transaction Exemption 2020-02, called Improving Investment Advice for Workers and Retirees, expands the definition of fiduciary advice under ERISA to recommendations about rollovers and IRA investments.

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2021 LIMRA Annual Conference

10/24/2021 - 10/26/2021

This flagship event is one of the largest gatherings of senior executives representing all sectors of financial services who come together for strategic industry insights and high-level networking.

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2021 LIMRA Virtual Annual Conference

10/26/2021 - 10/28/2021

Attend the LIMRA Virtual Annual Conference and connect with us from the comfort of your home or office. You will experience the world-class event you’ve come to expect from LIMRA.

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Featured Publications

SRI® Review

Gain actionable insights you won’t find anywhere else. LIMRA experts and industry leaders provide fresh perspectives on the retirement market, including consumers, products, distribution, technology, and domestic global trends.

Industry news2use

This semi-weekly newsletter showcases important global financial services industry updates and links to related LIMRA, LOMA, and SRI resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays and Thursdays.

Your Contacts

John B. Sullivan, M.B.A.
Client Relationship Director, LIMRA

John B. Sullivan, M.B.A.

(860) 285-7758

jsullivan@limra.com

Client Relationship Director, LIMRA

Sullivan is a member of the Individual Annuity research team at LIMRA. He is responsible for two Annuity related member benefit services - the Annuity Product Materials and Annuity Interest Rate services. He also works on monthly, quarterly and annual annuity benchmarking surveys and assists with LIMRA's Annuity Committee and Annuity Competitive Intelligence Study Group.

Prior to joining LIMRA, Sullivan worked for Phoenix Life Insurance Company in their Product Development Department. He also gained years of industry experience while working in Annuity Operations at MetLife.

Sullivan earned his Bachelor of Arts degree in communications from the University of Connecticut. 

Judy Schott
AVP Member Solutions

Judy Schott

(770) 984-3751

SchottJ@LOMA.org

AVP Member Solutions