Latest Articles
Strategic Consolidation Reshaping Distribution
As distribution models evolve, consolidation is emerging as a decisive factor for success. Learn what’s driving this change and why it matters across the industry.
Life Insurance Applicants Willing to Use Patient Portals
Delays in life insurance underwriting often stem from medical data workflows. Discover how patient portals can simplify sharing and improve the application journey.
Spotlight on MassMutual’s CMO Meghan Doscher
From advice-led marketing to AI readiness, Doscher details how disciplined choices drive durable growth at MassMutual. Dive into the thinking guiding what comes next.
Annuity Awareness Month: Helping Overcome Barriers
Annuity adoption often lags not because of need, but because of human fears and complexity. See how reframing lifetime income can change retirement conversations.
Building the Future Workforce In the Era of AI
The future workforce will need new skills sooner as AI transforms daily work. Check out how intentional hiring and development can boost retention and performance.
PEPs in Practice: Small Plan Advisors Are Least Familiar
PEPs were built to expand retirement coverage, yet many advisors remain on the fence. Explore the disconnect providers must address to unlock broader adoption.
Legacy Thinking: The Future Depends on a Mindset Shift
In financial services, legacy thinking can quietly limit progress. Find out why a mindset shift — not just new technology — is critical for long-term transformation.
Insights and Trends
Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports.
MarketFacts
Access insightful thought leadership on the forces driving the financial services industry.
First-Mile Data: Setting the Foundation for Agentic AI
Insurers pursuing AI driven operations face a hidden constraint: first-mile data. Streamlined intake accelerates onboarding and revenue. Consider the implications.
Insights and Trends
Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports.
Compass 2030: Building an Indispensable Future
Compass 2030 outlines our plan to expand engagement, deepen data insights, enhance AI use and unify our brand for greater member value. Get the details.
AI Governance: Creating a Responsible Framework
Only 30% of firms feel prepared for AI risk today. See how practical governance models help insurers manage bias, drift, vendors and accountability at scale safely.
Improving Business Results Through Claims Integration
Claims integration helps employees access eligible benefits while improving growth and persistency. Take a closer look at why carriers are investing in this approach.