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LIMRA LOMA Secure Retirement Institute (退休保障規劃師) 專業資格認證

讓您的退休業務成長的會員實用資訊

我們透過調研、同儕論壇、教育和創新等方式，幫助會員公司做好其客戶的退休準備與財務保障。會員公司藉此與客戶建立寶貴的關係，並打造通向未來的橋梁。

董事會

本專業資格認證簡介

What's New

Latest Research

Retirement Landscape 2020: Impact of COVID-19 and the Retirement Savings Conundrum

U.S. Individual Annuity Market

A Measure of Financial Wellness

The Canadian Pension 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

LL Global Hires Membership Relationship Director for Retirement Business

LL Global Announces 2020 Robert A. Kerzner Scholarship Awards

Secure Retirement Institute: Third Quarter U.S. Single-Premium Pension Buy-Out Sales Double Second Quarter Results

Secure Retirement Institute Review (退休保障評論)

產業調研新聞及資訊，是 LIMRA 會員可以取得的會員福利，內容包羅萬象，涵蓋退休領域的各個層面。

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 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.

Decision-Making and Strategic Execution

17/8/2021 8:00 EDT - 18/8/2020 16:00 EDT

Explore how to think critically, understand and overcome cognitive biases, and make effective decisions.

議程

Financial Strategies

13/7/2021 8:00 EDT - 16/7/2021 13:00 EDT

Gain a thorough understanding of finance-based decision making by exploring the many ways life insurance companies make money and the implications of each.

議程 登記

Creating Competitive Advantage Through Innovation

8/6/2021 8:00 EDT - 9/6/2021 16:00 EDT

Gain a framework for cultivating exceptional organizational performance through effective innovation.

議程 登記

2021 Marketing Conference

2021年6月2日 - 2021年6月3日

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

登記

2021 LIMRA and LOMA Canada Virtual Annual Conference

2021年5月19日 - 2021年5月20日

This virtual conference will be conducted in two sessions over two consecutive days.

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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