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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 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.

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