Insider Insights Podcast
Discover LIMRA’s Insider Insights Podcast Series where our experts discuss hot topics and key trends that are influencing the financial services industry.
Recent Episodes
Insider Insights Podcast with Tina Beckwith: The Retirement Fears Clients Don't Always Share
Today's retirees face challenges that go far beyond market volatility. In this podcast, Tina Beckwith and John Carroll explore how to use storytelling, family history, and income planning to help clients navigate uncertainty, address their biggest retirement concerns, and build lasing confidence through a clear plan of action.
Insider Insights Podcast with Tina Beckwith: How Health and Decision-Making Can Affect Retirement Stability
Retirement planning is evolving beyond markets and savings, as health risks and age-related changes in decision-making increasingly shape long-term financial security. In this episode, Tina Beckwith and Chris Heye explore how longevity, cognitive shifts, and rising healthcare costs are redefining retirement and why simplifying finances and protected income solutions can help build more resilient outcomes.
Insider Insights Podcast: Closing the Gap — How Women Are Reshaping the Future of Life Insurance
Rebecca Dunne, EVP of Affiliated Distribution at National Life and Tina Beckwith, CMO for LIMRA and LOMA, discuss how addressing the life insurance talent shortage and protection gap by expanding the role of women in the industry can drive stronger consumer connections and business growth.
Insider Insights Podcast: From Confidence to Commitment — Closing the Retirement Readiness Gap
In this episode, Bryan Hodgens, head of research at LIMRA and David Blanchett, head of retirement research at Prudential discuss Prudential’s 2025 Global Retirement Pulse survey and what it reveals about the growing gap between how confident people feel about retirement and the concrete steps they’ve actually taken to prepare.
Insider Insights Podcast: Fiduciary Blind Spots — What Plan Sponsors Don’t Know Could Hurt Them
In this episode, we explore the most common fiduciary blind spots, why they matter, and how service providers can help sponsors strengthen oversight and governance.
Insider Insights Podcast: A Conversation with Jean Chatzky, Fellow, Alliance for Lifetime Income by LIMRA, and founder of HERMONEY.com
LIMRA CMO Tina Beckwith chats with financial expert Jean Chatzky about the systemic challenges women encounter in retirement planning, including lower lifetime earnings, caregiving interruptions, and longer lifespans that result in reduced savings and benefits
Insider Insights Podcast: Why They Walk Away — Understanding and Solving Benefit Drop-Off
In this episode, we dive into the top reasons employees opt out of workplace benefits —including the disconnect between protection and perceived value, cost concerns, generational shifts, and product-specific trends that influence benefit decisions.
Insider Insights Podcast: Engaging the Next Generation — Rethinking Life Insurance for Young Consumers
In this episode of Insider Insights, LIMRA’s Severine Suski and Steve Wood explore how life insurers can better engage young adults aged 24–35. Drawing from recent qualitative research, they discuss the barriers young consumers face, the emotional hurdles in purchasing life insurance, and the evolving role of social media in financial education. From TikTok to YouTube, discover how humor, authenticity, and storytelling can help carriers connect with the next generation of policyholders.
Insider Insights Podcast: Reimagining Claims with AI and Empathy
In this episode, Kartik Sakthivel, chief information officer, LIMRA and LOMA, sits down with Brent Williams, founder and CEO, Benekiva, to explore how AI is transforming the insurance claims process.
Insider Insights Podcast: The Leave Leap: Why Absence Management Is the Next Frontier in Workforce Benefits
In this episode, Pat Leary, corporate VP of workplace benefits research at LIMRA and LOMA, unpacks key findings from the 2025 Harnessing Growth in Workforce Benefits study.