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Distribution and Social Distance

Research on Distribution in the time of Social Distancing

COVID-19 Social Distance and Distribution: Advisor Survey Summary of Results

In this joint study with OW, IRI, and NAIFA, LIMRA surveyed financial professionals in distribution selling insurance, annuities, and investment products to determine the biggest challenges they face meeting with clients and selling financial products while adhering to social distancing guidelines during this pandemic.

COVID-19 Social Distance and Distribution: Firm Survey Summary of Results

In this companion study, LIMRA surveyed professionals in brokerage general agencies/independent marketing organizations (BGAs/IMOs), wirehouses, regional/national broker/dealers, independent BDs, banks, and insurance companies who are directly involved in assessing the impact of recent events on distribution.

Virtual Worker

Considerations for effective virtual work

Upcoming Webinars

Streamlining Authentication in the Contact Center: MassMutual’s Trusted Identity Program

July 14, 2020 3:00 PM EDT - 4:00 PM EDT

Learn how MassMutual modernized authentication in their contact center to combat fraud, increase agility in responding to new threats, and dramatically reduce customer validation time. Join us to discover why identity orchestration was the best solution to address the top customer validation challenges they faced which are shared by nearly every insurance institution. Register.

 

Financial Wellness in the Time of COVID-19

July 28, 2020 1:00 PM EDT - 2:00 PM EDT 

The growth of - and need for - wellness programs has been increasing for years. The financial, mental, and economic stress created by the recent COVID-19 pandemic and its economic repercussions will only increase this need. People are worried about their health and finances. Employers want to lower healthcare costs, keep productivity high, and engage employees. What does this mean for the financial wellness market? Join us for a discussion of consumer needs, employer desires, program offerings, platforms and best practices. Register.

 

The Future of Wholesaling

July 23, 2020 1:00 PM EDT - 1:45 PM EDT

This joint webinar by LIMRA and EY will feature results from New Expectations: The LIMRA-EY Future of Wholesaling study. It will explore not only how life insurance and annuity manufacturers and distributors are exploring new opportunities to drive profitable growth, but also the impact of the current environment that has disrupted the distribution chain. Register.

Take It or Leave It? Attitudes Towards Auto-Enrollment and Paid Family Leave

August 6, 2020 1:30 PM – 2:15 PM EDT

This webinar will present results from two recent surveys with employers and employees. The surveys explored their mindsets, attitudes, and possible future considerations concerning auto-enrollment in non-medical benefits and Paid Family Medical Leave. Register.

What the Market Is Telling Us: Emerging Talent Trends in Insurance

August 11, 2020 2:00 PM – 3:00 PM EDT

Join Korn Ferry for insights about talent trends impacting our industry. We have all transitioned to working from home during this pandemic and economic crisis, and C-suite executives have shared with Korn Ferry their views on what it means for leadership, talent and succession, as well as hiring strategies to 'disrupt the disruption.' will assist you in architecting talent strategies that more effectively future-proof you and your organization for the challenges that lie ahead. Register.

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Research & Benchmarks

Good reads for today

Extending the Life Insurance Value Proposition

The wellness economy is flourishing as consumers increasingly seek to understand the implications of their lifestyle on their overall health. Insurance companies can harness this momentum by more closely aligning the incentives of the insured with the insurer.

Lifetime Income: Do Workers Want Options in Their Plans

Explore consumer interest in lifetime income investment options in DC plans.

Understanding Employers’ Reluctance To Offer a Life Insurance Benefit

What’s preventing employers that currently offer benefits from offering life insurance to their employees?

Coronavirus (COVID-19)

The latest industry news for uncertain times

The Impact of COVID-19 on April Individual Life Sales Products and Electronic Processing

An April update on the impact of COVID-19 on Individual Life Sales and Applications in the U.S.

Hardship Withdrawals and Loans from Defined Contribution Plans: An Industry View

A new benchmark of hardship and loan withdrawal activity draws on data from recordkeepers’ systems.

Defined Contribution Sales Pipeline: Impact of COVID-19

The COVID-19 crisis has had unprecedented impact across all social and economic sectors, including on defined contribution (DC) plan sales.

Coronavirus COVID-19

Stay up-to-date on the latest coronavirus (COVID-19) trends and their impact on the financial services industry.

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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. Subscribe

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Serving the industry since 1916, LIMRA is a worldwide research, consulting, and professional development not-for-profit trade association. Nearly 700 financial services companies in 53 countries rely on LIMRA’s research and educational solutions as the trusted source of industry knowledge to help them make bottom-line decisions with greater confidence. Companies look to LIMRA for its unique ability to help them understand their customers, markets, distribution channels, and competitors to give them leverage on developing realistic business solutions.