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We'll help you make fact-based business decisions.

Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.

U.S. Individual Annuity Yearbook

Nov 18, 2019

The most comprehensive overview of the U.S. individual annuity market. Just released: The 2018 Year in Review!

Fact Book on Retirement Income

Dec 6, 2019

This study provides an analysis of the retirement income market by different segments, demographics, or retirement status.

U.S. Individual Annuity Market

Jun 2, 2020

Benchmark sales, persistency, analysis, and outlook for a range of annuity products, reported by distribution channels and market types. (U.S. Fixed-Rate Deferred 2019 4th Quarter and U.S. Income Annuity Market 2019 4th Quarter added 3/31/20)

2020 Insurance Barometer Study

May 22, 2020

The Insurance Barometer is an annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States. The study objectives are to measure financial concern among American consumers and relate these findings to financial behaviors, with a particular focus on life insurance.

The talent development resources you need to lead the industry.

Whether you are seeking skill-based training or pursuing a professional designation, we offer award-winning content and unique learning opportunities to address your ambitions..

Why Learn with LOMA?

Our approach to professional education, training and development programs is designed to measurably improve your management and operations, and drive higher levels of performance.

Designation Programs

LOMA's educational offerings have something for everyone in the insurance and financial services industry. Explore our designation options and choose the right path for you.

Career-Long Learning

LOMA provides a wide range of products and other resources to help meet employees’ learning and development needs, including early career education, targeted training, professional development, and leadership development.

Training Opportunities

Get the skills to improve your job performance, understand your role in the industry, and master new skills through Onboarding, Need 2 Know courses, Insurance Immersion, and Short Online Courses.

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Our experienced researchers can provide you with updates on current issues, developing trends and hot topics by investigating a variety of industry sources.

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Course Catalog

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Featured Publications

Secure Retirement Institute Review

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This semi-weekly, digital newsletter showcases important global financial services industry updates and links to related LIMRA, LOMA, and SRI resources. Please subscribe to receive this new member benefit on Tuesdays and Thursdays.

Your Contacts

Judy Schott

AVP Member Solutions

Work Phone: (770) 984-3751

SchottJ@LOMA.org

John B. Sullivan, M.B.A.

Client Relationship Director

Work Phone: (860) 285-7758

jsullivan@limra.com