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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.

Why Is Financial Literacy So Important?

LIMRA Research Director Alison Salka, Ph.D. and Jamie Ohl, executive vice president and president of Retirement Plan Services for Lincoln Financial Group, discuss the consequences of consumers' lack of knowledge around financial products and services and how the Secure Retirement Institute is working to improve financial literacy.

Upcoming Conferences

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.


2021 Life Insurance Conference

4/14/2021 - 5/12/2021

This cross-functional, virtual event provides the opportunity to learn from and interact with those across all segments of the life insurance industry. We’ll cover the important issues and identify strategies that will shape the industry's future.


Professional Development

Advance Your Knowledge With a Short Webinar

In our Advance Your Knowledge webinars, you’ll gain an understanding of LOMA's professional development programs. View a recording at your convenience to learn more about our engaging, self-proctored courses in insurance, customer service, compliance, and more.

Get Started With Your Certificate in Insurance Fundamentals

LOMA’s Certificate in Insurance Fundamentals is a great way to build insurance business knowledge quickly, even in today’s work-from-home environment. The two courses in this program are available in a highly interactive format with self-proctored integrated exams. LOMA 291 — Improving the Bottom Line: Insurance Company Operations has recently been revised to reflect how technology is changing life insurers’ operating model in areas such as underwriting, distribution, and customer engagement. Learn more and enroll in LOMA 291.

Short, Facilitated, Virtual Sessions Expand Knowledge

New Topic Now Available!

In Learning Live: How Insurers Make Money, our expert instructor focuses on how insurers balance dual goals of profitability and solvency. Join this interactive, two-hour session and learn more about an insurer's major revenues and expenses, solvency regulation, and how insurers use reinsurance to manage risk.

Learning Live: How Insurers Make Money
April 16, 1:00 p.m. – 3:00 p.m. ET

Upcoming & On Demand Webinars

DOL Fiduciary Rule: Practical Implications for Insurance Carriers

4/7/2021 2 - 3 p.m. EDT

This webinar discusses practical implications carriers and service providers should be thinking about as they look to comply with its requirements through the transition period (up to December 20, 2021).

The Evolution of Life Insurance: Planning for the Future

6/23/2021 11 a.m. - 12 p.m. EDT

This webinar will discuss how markets, products, and distribution are evolving to meet new challenges.


The Future of Life Insurance: Reimagining the Industry for the Decade Ahead

As we look ahead to the future of life insurance and annuities, what are the trends that will continue to shape the industry? What changes have we seen over the last year that will persist post-COVID-19? How will the accelerating pace of automation change the nature of jobs across the insurance industry? How will all of this affect the insurance industry’s ability to serve the growing need of the underinsured and uninsured in the U.S.?


Changes to Internal Revenue Code 7702

In this webinar you’ll learn more about the reason for the change, a high level overview of the effect on universal life and whole life as well as other short- and long-term implications for life insurer carriers.

Insurance Research

Individual Life Insurance — COVID-19 and Excess Claims Analysis

This report provides the results of an ongoing effort to analyze the impact of COVID-19 on the individual life insurance industry’s claims experience.

Consumers and Underwriting — The Influence of Underwriting Knowledge on Life Insurance Purchase Intent

The Consumers and Underwriting study surveyed consumers to measure their extent of life insurance underwriting knowledge, and the influence of underwriting knowledge on likelihood to buy coverage.

U.S. Monthly Individual Life Sales

Get the latest monthly individual life sales and application trends.

Featured Publication


Help Protect Our Families

Help Protect Our Families

LL Global, the parent company of LIMRA and LOMA, has partnered with seven other trade associations to launch Help Protect Our Families. This campaign aims to raise industry awareness about the U.S. life insurance coverage gap and provide resources to support the efforts of life insurers and financial security professionals as they help Americans get life insurance coverage they need to protect their loved ones.

For more information, visit Help Protect Our Families.

Help Protect Our Families

Building Momentum

Watch to learn about the campaign's successes in February 2021.

Watch the Video

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A Learner Profile enables you to enroll in courses, track your progress, and unlock exclusive members-only content.

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