LIMRA Financial Wellness Index® — Quantifying Financial Wellness as a Basis for Improving It: 2024 Update

The LIMRA Financial Wellness Index® helps financial and benefits providers, advisors, and the industry quantify financial wellness. It is a first step towards understanding how financial wellness can fit into employer benefits strategies, personal advice, and financial readiness strategies. Demographic views allow for a richer understanding of financial wellness in various populations.

• Research Abstract
• Consumer
• Employer
• Workplace Benefits
• Retirement
• Talent Management

About Wellness: Exploring Plan Sponsor Perceptions and Actions

This study explores how employers — sponsors of defined contribution (DC) retirement plans — feel about and act upon the need for financial wellness programs in the workplace.

• Research Abstract
• Consumer
• Employer
• Workplace Benefits
• Voluntary/100% Employee Paid
• Retirement
• Retirement, Institutional/Workplace
• Talent Management

Workers and Wellness: A LIMRA Wellness Update

This update to the LIMRA Financial Wellness Index® focuses on workers’ stress and solutions for achieving wellness.

• Research Abstract
• Consumer
• Employer
• Workplace Benefits
• Retirement
• Retirement, Institutional/Workplace
• Retirement Planning

Financial Wellness: Vulnerable Populations Show Resilience Amid Challenges

In 2024, financial stress and overall wellness scores reveal significant disparities among various demographic groups. Ethnic minorities, LGBTQ+ individuals, and other vulnerable populations face higher risks of financial stress and have lower overall wellness scores.

• Research Abstract
• Consumer
• Employer
• Workplace Benefits
• Retirement
• Talent Management

Insider Insights Podcast: Enhancing Financial Wellness Across Populations

Deb Dupont, Assistant Vice President of Institutional Research and Workplace Benefits Research at LIMRA and LOMA, and Kellie Benson-Bray, Member Relations Director at LIMRA and LOMA to discuss opportunities to improve financial wellness across a range of demographics.

• Thought Leadership
• Podcast
• Workplace Benefits

Financial Wellness Steering Committee

Meet the 18 industry leaders who provide guidance, identify key issues, and drive strategy for this initiative.