Insights & Trends
Insurance | Annuities | Workplace Benefits
Information Center Briefs | Quick Queries
Insights and Trends
Insurance
Empowering Decisions and Strengthening Connections
A 42% protection gap in life insurance reveals a $51B growth opportunity. Discover how carriers can unlock this opportunity.
Annuities
Guiding the Rollover Journey: Insights to Empower Investor Decisions and Strengthen Provider Engagement
What’s driving $800 billion in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.
Workplace Benefits
Hearing Employee Needs: What Today’s Benefits Are Missing
Employees often prioritize the benefits offerings they currently receive — but what about the benefits they wish they had? Identifying unmet needs can unlock opportunities to build a more impactful benefits strategy and boost overall satisfaction.
Information Center Briefs
LOMA Login Required
Annuity Case Managers
Oct 7, 2025Many annuity providers use the case manager model in their new business function, though organizational structure, duties and assignment criteria can vary.
Beneficiary Documentation Practices (Individual Life)
Oct 7, 2025LOMA's committees have recently explored several beneficiary-related documentation topics, including processing times, entity beneficiaries and in-good-order (IGO) requirements.
Insurers' Use of Chat Services
Sep 2, 2025Are carriers leveraging chat as a channel in their call centers?
Quick Queries
LOMA Login Required
Chief Data & Analytics Officer Roles
Aug 19, 2025Quick Query, Chief Data & Analytics Officer Roles, Insurance Industry Executive Compensation Group, August 2025.
Executive & Administrative Assistants
Aug 29, 2025Quick Query, Executive & Administrative Assistants, Compensation Committee, August 2025.
Intern Housing and Benefits
Sep 15, 2025Quick Query, Intern Housing and Benefits, Benefits Committee, September 2025.
or LOMA's Information Center at infoctr@loma.org.