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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 Impacted 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.

Upcoming Conferences

Customer Experience Virtual Conference

3/10/2021 - 3/11/2021

The agenda is now available for the 2021 Customer Experience Conference! Check it out today to see what topics we'll be taking a deep dive into and what discussions you'll be able to participate in. Plus — sessions and related materials will be made available in the on-demand library, for you to explore at your leisure — before, after, or during the conference.


2021 Compliance & Financial Crimes Conference

3/26/2021 - 4/26/2021

We have expanded the scope and name of our conference to encompass the real-world threats and compliance issues we are facing today. The Regulatory Compliance Exchange has evolved, expanded, and been renamed the Compliance and Financial Crimes Conference.


Live & On Demand Webinars

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The Evolution of the Retirement Plan Industry: Planning for the Future

6/30/2021 11 a.m. - 12 p.m. ET

Yesterday's differentiators are quickly becoming today's table stakes. This webinar will discuss how markets, products, and distribution are evolving to meet new challenges.

Retirement Savings Regulatory and Legislative Outlook for 2021

The political landscape shifted in early 2021. The Georgia elections gave Democrats control of the Senate, and the Biden administration has been sharing their regulatory priorities. How will this affect legislative and regulatory issues related to retirement?

Washington Update on Insurance and Annuities

The shift in political power will affect the insurance and annuity industry. Bryan Keene and Chris Gaston from Davis & Harmon shared their thoughts on the future of regulation and legislation.

Retirement Research

Advisor Compensation and Service Levels: Perceptions and Experience of Established Investors

Are investors more satisfied with their full service, fee-based financial advisors than investors working with other advisors?

DC Advisors Address Evolving 401(k) Engagement Models

Three-quarters of DC advisors have been forced to reconsider how they engage with their clients in the face of new restrictions on their business.

Retirement Landscape 2020: Impact of COVID-19 and the Retirement Savings Conundrum

Where does retirement stand in the battle of workers’ financial priorities?

Professional Development

Learning Live Series

Join your industry peers in our Learning Live Series! In each virtual session, expert instructors explain key concepts and lead interactive discussions to clarify understanding.

Learning Live: Annuities
A high-level introduction to how annuities work, helping you understand their various features and benefits, and sales trends.
March 17, 1:00 p.m. – 3:00 p.m. ET

Learning Live: How Insurers Make Money
Covers basic concepts of financial management for insurers, including how they balance the dual goals of profitability and solvency.
April 16, 1:00 p.m. – 3:00 p.m. ET

Make 'Cents' of the Retirement Industry!

Today's disruptions make it important to understand how your company makes money. Knowledge of the financial aspects of the retirement industry can equip you to take on new challenges and responsibilities. The new SRI 240 — Profitability in the Retirement Business can give you a "big picture" view of the financial aspects of the retirement business so you can be successful in your role. Details and enroll.

Advance Your Retirement Knowledge

3/17/2021 11:00 AM - 12:00 PM ET
Join us for an overview of LOMA Associate-level programs, course requirements, and how you can easily earn multiple designations by taking a few courses. Hear from LOMA’s Amanda Dumas, ACS, ALMI, ASRI, CLTC as she shares her learning journey. More AYK Webinars.



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