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Summary

Many organizations recognize the need for an insider risk capability but are not sure where to start. The good news is organizations typically already have the necessary components.

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Research Selections

A Measure of Financial Wellness

As the COVID-19 pandemic propelled consumers down the path of holistic financial wellness, its growing importance spurred LIMRA to work with a task force of association members to define and measure consumer financial wellness.

Advisor Views On Financial Wellness

This is a summary of interviews with financial professionals to gauge awareness of financial wellness programs and find out what distinguishes financial wellness from traditional financial planning.

Banding Together: DC Advisor Views on MEP and PEP Developments and Opportunities

While few advisors are well-versed in multiple employer 401(k) arrangements — the MEP marketplace — most want to learn more about how SECURE opens up this market to them by enabling open MEP arrangements (aka PEPs), creating an opportunity for recordkeepers and other stakeholders to help advisors explore these new market opportunities.

Canadians and Life Insurance in the Time of COVID-19

How has COVID-19 impacted Canadians’ interest in life insurance and their expectations of the industry?

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