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Data Security: The Key to Financial Wellness

Alison Salka, Ph.D.; Jo Ann Appleton, FLMI, ASRI, PCS, ALHC, HIA 7/27/2021

Balancing personalization and data privacy to create financial wellness programs that resonate with employees.

Summary

LL Global, Inc., and PwC recently sponsored an executive roundtable to discuss how leading providers are using data to improve outcomes from financial wellness programs and the issues around such data usage. Findings include:

  • Regulatory guidance is vague, so using data to support financial wellness is challenging
  • Successful programs communicate with transparency about using and protecting data
  • Good program governance is important regardless of program structure

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Meet the Project Director

Alison Salka, Ph.D.

Alison Salka joined LIMRA and LOMA in 2012 and is responsible for determining and implementing the strategy and direction of its global research program. She oversees a team of more than 80 researchers and other staff professionals in the research division who conduct consumer research, benchmark studies, and white papers focused on helping member companies better understand industry issues and trends. She is also the director of the Secure Retirement Institute.

Salka previously led the retirement research and competitive intelligence team at Prudential, and was also a director of retirement research and business analytics at MassMutual. She has earned a Master’s degree and holds a doctorate.

Principal Research Consultant
LIMRA and LOMA
asalka@limra.com


For more information, please contact asalka@limra.com.

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