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Upcoming Webinars

Barometer Study Webinar: Tips for Success in Social Media and Financial Advice

Recorded on June 25, 2020, this webinar profiles the market for financial advice and the use of social media among those seeking an advisor. Tips include examples of the types of financial information users want on social media, as well as a review of various planning activities that different consumers find relevant. The joint webinar by LIMRA and Life Happens will reveal important data and insights, and include examples of successful social media tactics. Watch Now.

Insider Threats – What Are You Missing?

June 25, 2020 3:00 PM - 4:00 PM EDT

We're all very focused on our current risk environment, but are we paying enough attention to the threats from inside our companies? Join FBI Special Agent Scott McGaunn as he tells the compelling account of how one company was nearly ruined by a disgruntled insider. As we explore the experience of this company from outside of our industry, join the conversation with LL Global CCO Skip Edmonds and Head of LL Global Financial Crimes practice Russ Anderson about how we can better understand the dangers from within - and identify, assess, and mitigate those threats. 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.

 

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.

 

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Research & Benchmarks

Good reads for today

Digital Landscape Series

Where do consumers go when searching for life insurance online? How do they behave when visiting life insurance websites? We tracked real life consumer internet activity to find out.

Straight Talk

Employee benefit brokers discuss the factors that most influence carrier recommendations and their perspectives on a changing market.

Will History Repeat Itself? A Past and Present View of How the Economy and Annuities Intersect

Just like that, the dreaded term “recession” comes to the forefront again, bringing with it fresh wave of anxiety and flashbacks to 2008–2009.

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LIMRA MarketFacts

For 30 years, LIMRA MarketFacts has been the premier publication for financial services executives worldwide. Subscribe

Resource Magazine

Resource provides employees of LOMA member companies with news and information about industry operations and management. Topics covered include industry trends, technology, operations, customer service, human resources, financial management, strategic management, and education. Subscribe

SRI Review

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.