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Financial Wellness Initiative


“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.

How COVID-19 Has Affected the Retirement Business

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.

Most Recent

Industry Strong — Retirement

This Week — March 3, 2021: Financial Wellness Initiative. Customer Experience Conference. Relevant Knowledge for Retirement Employees. DC Advisors Address Evolving 401(k) Engagement Models.

Industry Strong — Insurance

This Week — February 24, 2021: Upcoming Event: 2021 Compliance and Financial Crimes Conference. Featured Research: Recruitment and Testing Trends in the COVID-19 Downturn. Featured Courses: New Topics Available for Learning Live Series. Featured Research: IRC Section 7702 Changes: More Than Meets the Eye. Featured Solution: Anti-Money Laundering (AML) Training.

Industry Strong — Workplace Benefits

This Week — February 17, 2021: Help Protect Our Families: Closing the Life Insurance Coverage Gap. 2021 Customer Experience Conference. 5 in 15: Digital Transformation in Workplace Benefits. The Role of Emergency Savings in Financial Wellness.

Learning the Industry

This Week — February 10, 2021: LIMRA Virtual Distribution Conference for Financial Services. Learning Live Series: Life Industry Overview and Annuities. Reach Your 2021 Goals. Elevating Customer Centricity.

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