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Understand Today's Fiduciary Environment

LIMRA provides the knowledge and insights that you, employees, and client-facing personnel must understand to thrive. We can help everyone throughout your organization understand and act in accord with the latest fiduciary rules and regulation.

What's New

The Actor's Guild: Responses to the DOL Fiduciary Rule

October 2017

Rule uncertainties are prompting a wide range of actions and planned responses. See the top 5 actions taken by broker/dealers.

Annuity Sales Forecast

Guide your strategic plans with this examination of the future of U.S. individual annuities sales.

Important Fiduciary Things to Know

Knowledge and Insights for today's fiduciary environment

LIMRA LOMA Solutions

 

DOL Fiduciary Basics for Employees

Get your organization up to speed on the new rule with this online course. It provides an unbiased, simple explanation of what the rule means to your company and employees.

Fiduciary Events

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Fiduciary Viewpoints

Latest

    Consumers Believe Advisors Put Their Best Interests First

  • The Department of Labor fiduciary rule will hold financial advisors who handle retirement assets to higher standards. Just after the rule was announced, LIMRA Secure Retirement Institute surveyed consumers to see what they think of their financial professionals (FPs). The results show that consumers have very high opinions of them.

    Learn More
  • Banks and Credit Unions: Preparing for Change

  • While the ultimate fate of the Department of Labor (DOL) Fiduciary Rule remains in question, many banks and credit unions are preparing for change, regardless of the outcome. The study is based on 24 banks and credit unions representing many of the top financial institutions selling life insurance today.

    Read

Most Viewed

    The DOL Fiduciary Rule: Broker-Dealers' Perspective

  • Half of broker-dealers (BDs) think advisors will no longer be able to serve clients with low account balances. And more than half say advisors will leave the business or retire rather than sell under the new DOL fiduciary rule. Those are among the findings of a new LIMRA Secure Retirement Institute study.

    Read
  • The Proposed Fiduciary Rule - Advisor's Perspective

  • The full extent of the Department of Labor’s Fiduciary Regulation on the financial services industry won’t be known for some time. LIMRA Secure Retirement Institute recently surveyed more than 1,000 advisors to find out how they expect their businesses and customers might be affected.

    Read

Expert Corner

Whitepapers and other content from subject matter experts on the DOL Fiduciary Ruling.