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

Harnessing Growth: The LIMRA-EY Experienced Financial Advisor Study

Oct 17, 2018

Distribution channels are converging as advisors reshape their practices. As old definitions become unreliable, new opportunities are emerging for carriers and distributors alike.

Center of Excellence for Analytics

Identify risks and opportunities by tapping into LIMRA’s predictive analytic expertise and community.

How Buyers Buy (The Purchase Funnel Series)

Jul 16, 2018

The analysis examines use of distribution methods and reveals how usage rates change across purchase stages and among different demographic segments.

Consumer Internet Use in the U.S.: How Different Generations Learn About Insurance

Jul 17, 2019

Find out how consumers use the internet to learn about insurance products — and whether the Internet generation gap is closing.

2019 Insurance Barometer Study

Mar 29, 2019

Learn the financial attitudes and behaviors of adult consumers in the United States, including simplified underwriting and the importance of social media.

Professional Development

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

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.

FSRI Designation Program

While traditional retirement education often focuses simply on regulations, processes, plan designs and product, the FSRI covers a greater variety of topics and issues. The highly-interactive online course format provides an in-depth and engaging learning experience.

The Value of FSRI

Gary Lineberry, Managing Director, LOMA Retirement Education Solutions sat down with LOMA member and Nationwide Retirement Plans executive Jeff Stein, Vice President, Operations, to discuss how Nationwide views the Fellow, Secure Retirement Institute (FSRI) and how the program is integrated into training for their staff.

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Your Contact at LIMRA

Faye W. Williamson

Member Relations Director

Work Phone: (860) 285-7826