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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

DC Advisor Views: Environmental, Social, and Governance (ESG) Investments in Defined Contribution (DC) Plans

Impact of Inflation

Not-for-Profit Retirement Market

2022 Institutional Retirement Reference Guide

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

LIMRA: Record-high First Quarter Sales for the U.S. Pension Risk Market

LIMRA: Fixed Annuity Products Boost Overall Annuity Sales Positive

Secure Retirement Institute: Record Sales in March Propel First Quarter 2022 Annuity Sales

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 Guide (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.

2023 Distribution Conference

2023年3月1日 - 2023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.

2022 LIMRA Annual Conference

2022年10月16日 - 2022年10月18日

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry.

2022 Latin American Virtual Conference

2022年10月4日 - 2022年10月5日

Join other Latin American insurers, banks, and InsurTech partners for a fully immersive virtual learning experience alongside live networking and story sharing from highly sought after industry leaders.

议程

2022 Compliance and Financial Crimes Conference

2022年9月7日 - 2022年9月9日

Make plans now to join your peers and industry experts in Indianapolis at the Compliance and Financial Crimes Conference!

议程

The Future of Life Insurance Underwriting

2022/8/18 11:00 EDT - 12:00 EDT

This webinar will address questions about the future of underwriting related to the risks and challenges of the future.

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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