Skip to content

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

Download Your Reports

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

Related Research

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.

The Role of Emergency Savings in Financial Wellness

Emergency savings — a need and an opportunity.

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.

U.S. Monthly Individual Life Sales

Get the latest monthly individual life sales and application trends. New October 2024 data.

Consumer Sentiment Tracking

How are Americans feeling about the economy and our industry? (Updated November 25, 2024)

Meet the Project Director

Alison Salka, Ph.D.

Alison Salka joined LIMRA in 2012 and led the member benefits and research division from April 2014 until April 2024. She was responsible for driving the strategy and direction of its global research program. As principal research consultant, she is focused on thought leadership designed to help companies better understand industry issues and trends. She is a frequent industry speaker and has testified before the Department of Labor. Before joining LIMRA, she worked at Prudential and MassMutual. She has a Master’s degree from the College of William and Mary and Ph.D. from Vanderbilt University.

Principal Research Consultant
LIMRA and LOMA
asalka@limra.com


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

You May Also Like...

Financial Wellness

Explore critical insights on improving consumer financial health and the importance of comprehensive wellness programs that address multiple aspects of consumers' lives

Custom Research and Consulting

Research tailored to your individual business needs.

FSRI

The Fellow, Secure Retirement Institute (FSRI) designation teaches the challenges facing society and the retirement industry, as well as strategic approaches for overcoming these challenges.

Did you accomplish the goal of your visit to our site?

Yes No