Compensation Resource Center

Welcome to LIMRA's Compensation Resource Center!

Tap into LIMRA’s United States and Canadian sales compensation research, meetings, and news to guide and grow sales by financial professionals.

Compensation Plan Summaries

Particpant Access

Access participant-only compensation plan summaries.

Not a Participant?

This information is only available to participants.

Please contact Donna Chaffin at 860-285-7821 or DChaffin@limra.com for more information about this program.

Latest Related Research

MLEA Compensation, Production, and Retention

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Up or down? View the annual trends on retention, production performance, and earnings of multiple-line exclusive (MLEA) agents.

Production Measures (2021 MarketScan)

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See what production measures agency-building companies use for contract maintenance requirements, benefit requirements and GDC grid qualification.

GDC-Based Compensation Practices

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Take a look at how companies are incorporating GDC-based compensation into their financial professionals' compensation plans — for both insurance and investment products.

Financial Support for Advisors and Wholesalers in the U.S. and Canada

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Will advisors and wholesalers receive financial relief from carriers if sales are negatively impacted by coronavirus?

U.S. Wholesaler Company Practices and Compensation

Mar 4, 2020

LIMRA’s annual Wholesaler Company Practices and Compensation Study provides an opportunity for companies to understand how wholesaling organizations that support both insurance and investment products are compensated.

Sales Recognition Conferences for Affiliated Advisors

Oct 25, 2019

How have companies changed their sales recognition conferences in response to regulatory concerns or other cost/financial issues?

Upcoming Related Events

Mar 1

Mar 3

2023 Distribution Conference

Hyatt Regency Grand Cypress, Orlando, FL

Who Attends

Dedicated to helping distribution executives and professionals achieve ever-greater success, this conference will present leading-edge strategies to enhance operations and increase sales. It is the premier event for anyone with a vested interest in channel growth, productivity, and reshaping distribution to succeed in the United States and Canada.

Highlights

This conference brings you the latest information from industry experts, business thought leaders, and topnotch distribution professionals. It examines the vital role that distribution plays among today’s transformative forces and discusses strategies to successfully manage distribution through this extraordinary period of change. Enjoy the freedom to attend any of the breakout sessions across these key distribution channels — agency building, brokerage, independent, multi-line, and direct-to-consumer.

This year, our theme is Bringing Purpose to Life. The pandemic’s massive impact on individuals, families and businesses sparked a great deal of conversation about the need for protection and financial security, emphasizing our industry's purpose. Many industry leaders saw an opportunity to increase the “mindshare” of insurance with consumers by finding ways to simplify the purchase process and enhance individual financial well-being. We saw unprecedented industry progress during the pandemic.

To remain competitive, carriers will need to continuously scan the landscape to identify new consumer trends and to build on the momentum by developing tools and models that not only capture new audiences, but satisfy returning customers.

Meet the Team

Donna B. Chaffin, M.B.A., FLMI

Associate Research Director, Distribution Research

Chaffin is responsible for research on affiliated distribution channels, including agency-building and multiple-line exclusive agent channels. She serves as project director for studies on field compensation design and pay practices, as well as topical research in response to the needs of LIMRA members. She is also the co-staff representative for LIMRA’s Financial Management Research Committee.

Chaffin, who joined LIMRA in 1989, earned her bachelor's degree from Green Mountain College and her M.B.A. from Rensselaer at Hartford.

Work Phone: (860) 285-7821

dchaffin@limra.com

Kathleen E. Krozel, LLIF, FLMI, ARP

Research Director, Distribution Research

Krozel manages the direct sales force (i.e., career and multiple line exclusive agent) distribution research program for LIMRA. Her team is responsible for some of LIMRA’s longest-standing benchmarking studies, providing research on field performance (recruiting and retention) and distribution financial management (cost and compensation). Krozel’s primary expertise is distribution economics, but she has also directed projects covering field leader compensation, field benefits, and other topical issues in response to the needs of LIMRA’s membership.

Krozel serves as co-staff representative to LIMRA’s Financial Management Research Committee and acts as a research liaison for several of LIMRA’s committees and study groups.

Krozel joined LIMRA in 1985. She received her bachelor’s degree in mathematics from Central Connecticut State University and earned her LIMRA Leadership Institute Fellow (LLIF) designation in 2015.

Work Phone: (860) 285-7837

kkrozel@limra.com