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LIMRA Opens a New Chapter in Lifetime Income Planning

Author

Tina Beckwith, MBA
Chief Marketing Officer
LIMRA and LOMA

September 2025

Following the recent completion of its transaction, the Alliance for Lifetime Income is now under the management of LIMRA and LOMA — marking a significant step forward in our shared mission to improve retirement security for millions of Americans.

Now operating as the Alliance for Lifetime Income by LIMRA, the program continues its vital work to engage and educate consumers, financial professionals, and policymakers about the importance of including protected lifetime income in retirement planning.

A Strategic Evolution

Well known for rigorous research, industry benchmarking, and globally recognized professional development programs, LIMRA and LOMA’s legacy spans more than a century — shaping how financial professionals serve clients from one generation to the next. With the Alliance for Lifetime Income by LIMRA now part of our organization, we are positioned to extend that influence even further — reaching financial professionals and consumers directly with messages that resonate and resources that empower. We are expanding our capabilities to meet the growing demand for retirement education and solutions that include guaranteed income.

Expanding Our Reach

The addition of the Alliance for Lifetime Income enhances LIMRA and LOMA’s ability to deliver:

  • Deeper Consumer Insights: By combining the Alliance’s consumer and financial professional education efforts with LIMRA’s data-driven research, we offer a more comprehensive understanding of consumer behavior and retirement readiness.
  • Expanded Resources for Financial Professionals: LIMRA and LOMA’s training platforms now include the Alliance’s tools, helping financial professionals more effectively communicate the value of annuities and guaranteed income.
  • Broader Public Engagement: Together with the Alliance for Lifetime Income by LIMRA, our unified voice will reach more Americans — more powerfully than ever before.

What Members Can Expect

For LIMRA and LOMA members, this integration unlocks new opportunities to engage with consumers and elevate financial professionals’ effectiveness. Members will benefit from a richer suite of resources, including integrated research, enhanced training modules, and coordinated outreach efforts that reflect the full spectrum of retirement planning needs.

For stakeholders of the Alliance, the transition offers access to a broader network, deeper industry knowledge, and a more robust support system. While the Alliance’s brand and mission remain visible, its work is now amplified by the scale and credibility of LIMRA and LOMA.

Looking Ahead: Compass 2030

As we move forward with Compass 2030, LIMRA and LOMA’s strategic framework for the future, the transaction of the Alliance for Lifetime Income by LIMRA will play a central role in shaping our priorities. We are focused on expanding retirement research, modernizing education for financial professionals, and increasing public awareness about the importance of protected lifetime income.

This alignment supports our long-term goals by combining consumer outreach with institutional expertise. It also enables us to respond more effectively to the concerns of today’s retirees and pre-retirees — many of whom feel uncertain about their financial futures.

LIMRA’s recent studies show that nearly half of Americans approaching retirement feel unprepared, and many lack a clear understanding of how annuities can provide guaranteed income. With the Alliance’s messaging now embedded in our strategy, we are better equipped to close that gap.

A Unified Mission

This transaction is a testament to the power of collaboration. It brings together the Alliance’s impactful work in engaging and educating consumers, financial professionals, and policymakers with LIMRA and LOMA’s deep industry knowledge, expansive research, and influential member network. Together, we form a unified force for change at a time when more than 11,000 Americans turn 65 every day. It also signals a shift in how our industry tackles retirement readiness — moving from fragmented efforts to unified, scalable solutions.

We will work to ensure that every individual has access to the tools and education they need to retire with confidence.

Embracing the Future

This is not simply a structural change — it’s a bold step toward a future where retirement security is not a privilege, but a possibility for all.

Let’s embrace this new chapter with optimism and purpose. Because when we unite our strengths, we elevate our mission — and together, we can help millions of Americans retire with clarity, confidence, and the financial protection they deserve.

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