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What We Do for the Industry We Can Do for You

You already know LIMRA as your valued industry partner. Now imagine us as your personal consultant — guiding your company to success in the fast-paced world of financial services. Our global consulting practice takes our core offerings — research, training, assessment, learning, development, and professional engagement — and tailors them to your company’s needs and concerns, specific to your markets and your part of the world. Our industry-specific consulting is based on international best practices that can help you ask the right questions — and find the right answers. 


    Distribution Strategies

  • Strategic analysis for moving forward — Our strategies focus on your channels, your products, and your markets.

    • Channel and product analysis — Reach the right consumers with the right products. We analyze current channels and products – then strategize for the future.
    • Identify the appropriate learning and development roadmaps to achieve desired results.
    • Design compensation packages that provide the incentives to align your distribution force with your strategy.

  • Implementation Analysis

  • Stay in the game — plan for the future — Our analysis helps you not only meet your financial goals, but exceed them.

    • Value proposition and marketing plan — Why should customers choose your products and services rather than those of a competitor or an outside disruptor? We work with your company to develop and market this critical value proposition.
    • M&A analysis — Offers, contracts, agreements, and business opportunities…all time-consuming, but necessary. We can assist throughout the process.
    • Regulatory compliance — Stay compliant and still stay focused on success.

    Talent Effectiveness

  • Strong people, strong results — We work for you to improve your workforce.

    • Learning and development — Your people are your greatest asset. Let us help your executive, distribution, and operational talent move forward with our proven methods, including leveraging technology to create a culture of success.
    • Competency matrix — We map the functional roles within your company, identify the skills needed, and establish learning pathways to achieve those skills.

  • Tailored Research

  • Ask the question. Own the answer — Our research gives you a competitive advantage.

    • Market-specific consumer studies
    • Product studies
    • Research requested by you, implemented for you