Lifetime Income Initiative Member Marketing Toolkits

Summary

NEW Member Toolkit: Healthcare in Retirement Planning

As Medicare open enrollment continues through December 7, many consumers are focused on healthcare costs and coverage decisions. Financial professionals can add value by helping clients navigate Medicare, manage IRMAA surcharges, and coordinate ACA subsidies as part of a comprehensive retirement plan.

This toolkit brings together research, practical planning resources, consumer content, advisor materials, social media assets, and communications tools. It is designed to help organizations engage audiences, highlight the importance of healthcare planning, and support more comprehensive retirement planning conversations. 

The Lifetime Income Initiative is LIMRA's strategic, industry-powered campaign to expand awareness and education around protected lifetime income and the role annuities can play in helping Americans achieve greater retirement security.

To support this effort, LIMRA has developed Member Marketing Toolkits to help members amplify campaign messaging, educate consumers and financial professionals, and advance industry-wide awareness of retirement income planning. Through these ready-to-use assets, members can participate in a shared mission to improve retirement outcomes and help more Americans retire with confidence.

• Thought Leadership
• Distribution Channels
• Retirement
• Retirement Income
• Marketing
• Annuities
• Annuities, Fixed Deferred
• Annuities, Indexed
• Annuities, Variable

Download Member Toolkits

All resources can be accessed in the downloadable zip file.

• Healthcare in Retirement Toolkit
• AI & Advice Member Toolkit
• Women & Annuities Toolkit
• Annuity Awareness Toolkit
• Cognitive Decline Toolkit
• Health and Long-term Care Expenses Toolkit
• Lifetime Income Initiative Launch Toolkit