“Financial wellness” dominates industry headlines — and has become a buzzword for advisors, employers, benefit companies, and retirement firms. But what does financial wellness really mean?
LL Global — in cooperation with PwC and executives from member companies — created a task force to address this essential question. Coming up with a working definition of financial wellness — being confident in your financial situation, able to withstand unexpected expenses, and enjoy a financially secure future — was just the first step.
Benefits & Goals
This ongoing financial wellness initiative will provide:
- Measurement of consumer financial wellness (Financial Wellness Index [FWI])
- Ongoing research/articles on financial wellness and emergency savings
- Continued discussion via industry forums, webinars, and workshops
We encourage you to become part of the financial wellness conversation! Learn more about consumer needs and industry opportunities on our financial wellness resource page.
In our latest LIMRA Unplugged episode Alison Salka, Ph.D., senior vice president and head of LIMRA Research, chats with Yanela Frias, president of Prudential Retirement, about the challenges pre-retirees are facing and how the industry is working to guide them toward financial wellness.
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This Week — April 7, 2021: See LOMA.org in a New Light. 2021 Life Insurance Conference. Upcoming Webinar: The Workplace Benefits Report.
This Week — March 31, 2021: National Retirement Planning Week: Financial Wellness. See LOMA.org in a New Light! Retirement Industry Conference. DOL Fiduciary Rule: Practical Implications for Insurance Carriers. SRI Review. Diving Into Leakage Mindsets: Workers' Perspectives on Retirement Plan Withdrawals.
This Week — March 24, 2021: New Campaign: Financial Wellness. Learning Live Series: New Topics Available. 2021 Marketing Conference. Pandemics and Predictions: What You Need to Know About the Future of Workplace Benefits and Wellness. How Can We Help You? Using Employer Perceptions to Define Digital Tool Opportunity and Strategy in Voluntary Benefits.
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