Resources for Actuaries

Research And More

LIMRA and LOMA provide a wealth of services for today’s actuaries. This page links you to these helpful resources:

Research reports and articles
Peer forums
Professional development programs

LIMRA and LOMA conduct research in areas directly supporting actuarial knowledge and decision-making, including our research partnership with the Society of Actuaries. We work together to provide you with current data related to actuarial experience for life, health, and annuity lines of business. We can also accelerate your industry knowledge and on-the-job effectiveness with conferences, peer forums, and professional development programs developed by industry experts.

Related Benchmark Research

Product Development

SOA Study: Understanding the Product Development Process of Individual Life Insurance and Annuity Companies (2018)

Use this Society of Actuaries (SOA)-sponsored study to understand and improve the product development process for individual life insurance and annuities.

Engaging Mortality

Use mortality to build customer engagement right into your products — you don’t have to rely solely on customer engagement programs.

Simplified Issue Made Simple (2017)

Learn more about one of the hot topics in the life insurance industry: simplified issue!

U.S. Critical Illness Insurance: Product Profiles (2015)

The critical illness market is constantly changing as carriers continue to introduce new and updated critical illness products. What does the critical illness product landscape look like today?

Product Development: 2010 (2011)

Has the Great Recession spawned product innovation? This report surveyed companies to find out.

Guaranteed Uncertainty: Socioeconomic Influences on Product Development and Distribution in the Life Insurance Industry (2011)

LIMRA and the Society of Actuaries sponsored a joint research study that identifies the key socioeconomic trends influencing the need and demand for the life insurance industry's products and services.

Individual Life Product Development Process: The Need for Speed (2007)

Getting products to market faster and more efficiently is increasingly important in meeting strategic goals. See the average timelines for taking various life products from idea to implementation and learn what companies have done to improve the individual life product development process.

U.S. Individual Life Insurance Sales

Size it up — quarterly U.S. individual life insurance sales results reflecting 85 percent of the premium market, as well as annual industry estimates and the comprehensive U.S. Individual Life Insurance Yearbook. New Industry Estimates data published.

U.S. Long-Term Care Insurance Persistency

Long-lasting benefit? Find out about U.S. industry long-term care insurance product-persistency experience benchmarking, product development, and planning.

Impact of Regulatory Changes on Life Insurance Product Development

Find out the status and impact of the 2017 CSO tables and principle-based reserves on individual life insurance carriers.

Combination Products

2026 Insurance Barometer Study

This annual study from LIMRA and Life Happens focuses on the attitudes and behaviors of American adults with regard to life insurance.

U.S. Workplace Benefits Yearbook

Read the most comprehensive overview and gain insights into key factors impacting the U.S. workplace benefits market.

Hybrid Insurance on the Rise: A New Era for Long-Term Care Protection

This study provides strategic insights from the LIMRA/EY US 2025 individual life combination LTC survey.

Life Insurance Through the Consumer Lens: What They Expect from Modern Life Insurance

Today’s consumers wish for more from their life insurance. Explore key findings from the 2026 Insurance Barometer Study.

Underwriting

Transforming Underwriting: Automated Underwriting Company Practices for Life Insurance in 2017

As technology advances, expectations for faster, simpler transactions are increasing. Automated underwriting can help companies meet these expectations.

TechTopics: Spotlight on Automated Underwriting (2017)

In this update, we share some of what we’re seeing and hearing about advances in automated underwriting in the life insurance industry.

Automating Underwriting for Life Insurance: Company Practices Study (2016)

Automated underwriting solutions offer a way for companies to access the information they need to make informed decisions and issue policies faster, with benefits for all stakeholders.

Insights on the Consumer Decision-Making Process for Life Insurance: Leveraging Tradeoffs to Increase Value

Learn how to leverage product and consumer attributes to reduce price sensitivity and increase value.

Insights on the Consumer Decision-Making Process for Life Insurance: What Matters Most (for Whom)?

Learn what consumers value most, and the tradeoffs they are willing to make, when choosing a life insurance product.

U.S. Individual Life Insurance: COVID-19 Mortality Experience Study

Explore the impact of COVID-19 on individual life insurance claims experience.

Analytics

The Future Is Now: Workplace Benefits Distribution Amid a Changing Landscape

This whitepaper explores the current state and future direction of workplace distribution through the perspectives of multiple stakeholders (carriers, brokers, and employers). New Executive Summary.

Investing in the Future of Distribution: Sustainable Growth Through Innovation — Executive Summary

Unlock insights into how workplace benefits carriers and brokers maximize success in today's workplace benefits market.

Digital Transformation in Canadian Workplace Benefits

How are Canadian workplace benefits carriers investing in digital transformation?

2023 Digital Transformation in Workplace Benefits

How are U.S. workplace benefits carriers investing in digital transformation?

The People Imperative: Technology and Talent in the Insurance Industry

What does it take to hire and retain the best technology talent? Technology represents one of the biggest opportunities and threats to the life and annuity industry.

The People Imperative: Advanced Analytics Roles in the Insurance Industry

Data science and advanced analytics will drive growth in the life and annuity industry. This report discusses talent trends and offers strategies to attract and retain employees with these skills.

LOMA Research Resources

LOMA Research Briefs

Concise research summaries on a variety of industry topics, including actuarial issues.

LOMA Quick Queries

Peer surveys from LOMA’s committees including actuary-related topics.

Actuarial Compensation Report

This special report pulls data for actuarial positions featured in the U.S. Executive and U.S. Non-Executive Compensation Surveys.

Service Turnaround Times Survey - North America

Life insurance and annuity turnaround times study by product.

Upcoming Related Events

Life Insurance Conference

This premier conference offers life insurance conference professionals the opportunity to network with peers and leading industry experts while participating in cross-functional learning.

Retirement Industry Conference

This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the retirement industry.

Supplemental Health, DI & LTC Conference

The Supplemental Health, DI & LTC Conference provides a unique opportunity to consider a cross-functional view of supplemental health products, individual disability insurance, and long-term care standalone and combination products.

Marketing Forum

This event focuses on areas critical to today’s marketers, including Digital Initiatives, Consumer Insights, Customer Experience, and overall Marketing Strategy.

LIMRA Annual Conference

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry.

Study Groups and Committees

Advanced Analytics Study Group

Study Groups are a great way to network with others in the industry

LOMA Chief Actuary Committee

Provides a forum for Chief Actuaries to discuss trends, strategies, and best practices in all areas that impact chief actuaries, including product development, risk management, financial reporting, investments, tax, talent management and development, education, professionalism, technology and other issues facing the industry.

LOMA New Business Committee

Assists member companies in the improvement of their new-business operations in areas such as policy issue, underwriting, compliance, and technology by way of sharing information as well as discussing various methods of operation and practices.

LOMA Product Development Management Committee

Directs its primary attention to improving the annuity product development/management process within the industry, improving product design in order to better meet consumer/distribution needs, gaining a better understanding of industry related issues. The product focus is primarily on individual annuity products with a lesser focus on individual life insurance products.

LOMA LIC Finance & Actuarial Committee

A committee of the Life Insurer's Council, the Finance and Actuarial Committee is an opportunity for members of small and medium-sized life insurance companies to network and develop resources with peers.

Education and Training

Executive Impact

Engage new thinking, new skills, and new capabilities for today's leaders.

Underwriting short online courses

Taking underwriters to the next level, this series of short online courses covers over 200+ topics (medical, non-medical, and financial risks) in all areas of underwriting, and has been carefully designed to complement LOMA courses as well as the FALU designation.

Underwriting Life and Health Insurance (UND 386)

UND 386 introduces risk assessment principles applied to underwriting individual and group life and health insurance, including specialized policies and supplemental coverages.

Related News

New LIMRA Research Exposes Gaps in Financial Preparedness for Widowed Women

A new study from the LIMRA Retirement Income Institute finds that millions of widowed women face significant financial and emotional challenges following the loss of a spouse, underscoring the need for greater financial preparedness, support systems, and professional guidance.

Research And More

Sales Results and Forecasts - Individual Insurance

Sales Results and Forecasts - Workplace Benefits

U.S. Persistency Studies

International Persistency Studies