Emergency savings — a need and an opportunity.
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.
Financial wellness in the workplace is increasing in visibility and importance, and is usually tied to retirement savings programs. Research explores how plan advisors deliver wellness programs and what they look for from recordkeepers and asset managers.
Consumers and Underwriting — The Influence of Underwriting Knowledge on Life Insurance Purchase Intent
The Consumers & Underwriting study surveyed consumers to measure their extent of life insurance underwriting knowledge, and the influence of underwriting knowledge on likelihood to buy coverage.
Take a closer look — participant, contribution, and asset benchmarks within not-for-profit retirement plans, with data categorized by product, plan type, and market segment.