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LIMRA LOMA セキュア・リタイアメント・インスティチュートについて

退職関連ビジネスの成長のためのメンバー用リソース

当社は、研究、同業者フォーラム、教育やイノベーションを通じてメンバー企業が退職にむけての準備態勢を整え、顧客が財政上の安定性を向上するのを支援します。メンバー企業は貴重な関係をはぐくみ、将来への架け橋を築き上げます。

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このインスティチュートについて

What's New

Latest Research

Defined Contribution (DC) Advisor Views Series

Consumer Sentiment in the Time of COVID-19 (October 2020)

Investors Seek Out Advice Before Completing a Rollover

U.S. Individual Annuity Market

Recommended Research

A Future View of U.S. Annuity Sales — Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020 – 2022

U.S. Individual Annuity Yearbook

Institutional Retirement Reference Guide

The Retirement Income Reference Book — Fourth Edition

Latest News

Secure Retirement Institute: Third Quarter Annuity Sales Rebound from Prior Quarter But Remain Below 2019 Sales Levels

LL Global Hires Executive to Lead Its National Accounts Team

Secure Retirement Institute: Falling Nearly 50 Percent, U.S. Single-Premium Pension Buy-Out Sales Total $2.3 Billion in the Second Quarter 2020

Secure Retirement Institute Review

退職に関するあらゆる側面をカバーする業界のリサーチニュースおよび情報。会員サービスとしてLIMRAのメンバー企業に提供されます。

Featured Items of Interest

SECURE Act

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was designed to help Americans save for retirement. How does it help them save?

The Retirement Income Reference Book — Fourth Edition

The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.

Institutional Retirement Reference Guide

Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.

Regulatory

Clarify today’s confusing best interest and fiduciary environment.

The Facts of Life and Annuities: 2019 Update

This compilation of key facts from LIMRA and other sources will educate people about the value of life insurance and annuities.

2021 Marketing Conference

The content of this year’s conference is aligned to reflect the evolving customer-centric market and the needs of our industry marketers.

2021 Compliance & Financial Crimes Conference

2021 Regulatory Compliance and Fraud Crime Conference

2021 Distribution Conference for Financial Services

2020 Distribution Conference for Financial Services

2021 Enrollment Technology Strategy Seminar

Our goal is to connect participants with peers and technology purveyors to learn, network, and share innovative ideas to help identify potential solutions to existing challenges.

Virtual Classroom Best Practices Webinar

November 18, 2020 — 1:00 – 2:00 p.m. EST

LIMRA and HPN will be conducting an educational session for you and your team to introduce you to the virtual delivery side of the our sales effectiveness training program – Trustworthy Selling. Register.

Meeting Customer Needs

Research

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Sales Data

Get all the latest facts and tips regarding retirement.

Education, Training, and Solutions

LIMRA LOMA Secure Retirement Institute resources for education, training, and business solutions.

Retirement Events

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