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LIMRA/LOMA 退休保障规划师专业资格认证

让您的退休业务茁壮成长的实用会员信息

我们通过调研、同僚论坛、教育和创新等方式，帮助会员公司为其客户做好退休准备及财务保障。会员公司籍此打造宝贵的业务关系，并建造通向未来的桥梁。

董事会

本专业资格认证简介

What's New

Latest Research

Group Annuity Risk Transfer

Workplace Plans Are a Key Trigger to Start Saving for Retirement

U.S. Individual Annuity Market

Retirement Plan Fraud

Recommended Research

The Retail Retirement Reference Guide, Fifth Edition

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

Latest News

Secure Retirement Institute: Third Quarter 2021 U.S. Single-Premium Pension Buy-Out Sales More Than Triple Prior Year Sales

Secure Retirement Institute: Total Annuity Sales Rise 12% in Third Quarter

Neil Sprackling and Adrian Griggs to Lead LL Global Board of Directors in 2022

Secure Retirement Institute Review (退休保障研究中心评论)

行业调研新闻及信息，是 LIMRA 会员可以获取的会员福利，内容包罗万象，涵盖退休领域的各个层面。

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 Retail Retirement Reference Guide, Fifth Edition

The Retail Retirement Reference Book (Fifth Edition) provides a wealth of facts and insights at your fingertips.

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.

2022 Retirement Industry Conference

2022年5月11日 - 2022年5月13日

This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends as well as regulatory issues that impact the retirement industry.

2022 Group & Worksite Benefits Conference

2022年5月3日 - 2022年5月5日

Gain fresh ideas and insights to successfully address short-and long-term changes in the U.S.

2022 Life Insurance Conference

2022年4月25日 - 2022年4月27日

This premier conference provides life insurance professionals with rich cross-functional learning and networking opportunities around the development, operations, marketing, distribution, regulation, technology, and administration of individual life insurance products.

2022 Enrollment Technology Strategy Seminar

2022年3月28日 - 2022年3月29日

A forum for LIMRA member insurance companies and technology service providers to participate in an open discussion on how to cohesively work together and define better outcomes.

2022 Distribution Conference for Financial Services

2022年3月1日 - 2022年3月3日

Dedicated to helping distribution executives and professionals achieve ever-greater success, this conference will present leading-edge strategies to enhance operations and increase sales. It is the premier event for anyone with a vested interest in channel growth, productivity, and reshaping distribution to succeed in the United States and Canada.

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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