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?
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.
Brand Battles: Who’s Winning Consumer Awareness in Life Insurance?
19/9/2025, 13 - 2:下午 EDTBrand awareness has long been a critical success factor in life insurance — but in an increasingly fragmented and competitive market, staying top of mind is harder than ever. Join LIMRA as we unpack new research that explores which life insurance brands consumers recall most, what drives their awareness, and how advertising, product ownership, and reputation play pivotal roles.
Register2025 LIMRA Annual Conference
2025年9月14日 - 2025年9月16日The LIMRA Annual Conference is a premier gathering of senior executives across the financial services sector, including life, annuities, and workplace benefits. Known for our top-tier keynote speakers and thought leadership, we offer strategic insights and high-level networking for industry leaders — a must-attend for executives.
RegisterFraud Prevention Programs in Insurance: Insights from LIMRA’s Financial Crimes and Benchmark Survey
21/8/2025, 14 - 3:下午 EDTJoin Russ Anderson, LIMRA and LOMA's Head of Fraud Prevention & Compliance Solutions, as he covers key findings from several areas including organization and staffing, program maturity, governance and reporting, technology and spending, authentication, fraud trends, training and awareness, law enforcement and reporting, risk assessment, challenges, and outlook.
RegisterLitigation in Retirement Plans — What the Cornell Decision Means for You
19/8/2025, 11 - 12:下午 EDTJoin us for a discussion with Alison Salka, principal consultant, LIMRA and LOMA, and Alison Douglass, partner at Goodwin Law, on the growing legal risks facing retirement plans and how your organization can prepare.
Register2025 Advanced Sales Forum
2025年8月11日 - 2025年8月13日Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.
議程 Register- 會議
- 法規遵循
- 分銷管道
- 銀行 / 銀行保險
- 全方位服務經紀人
- 獨立經紀人
- Registered Investment Advisor (RIA/IAR，註冊投資顧問)
- 建立營業部
- Multiple Line Exclusive Agency (MLEA，多險種專屬營業部)
- 獨立營業部 / 保險經紀
- 獨立分銷網絡 - 保經營業部 (BGA) / 獨立行銷組織 (IMO)
- 消費者
- 客戶體驗
- 世代別
- 多文化市場
- 財富市場
- 女性
- 個人保險
- 退休
- 退休，機構 / 職場
- 退休，消費端
- 退休收入
- 退休規劃
- 退休人士和即將退休人士
- 詐欺
- 保險產品
- 結合產品
- 重大疾病
- 牙齒保險
- 失能保險
- 健康保險
- 人壽保險
- 長期照護保險
- 醫療保險
- 補充健康
- 年金
- 年金，固定遞延型
- 年金，指數型
- 年金，變動型
- 受託人規範
Meeting Customer Needs
Research
Help consumers advance retirement readiness with unbiased and actionable information and insights.
Education, Training, and Solutions
LIMRA LOMA Secure Retirement Institute resources for education, training, and business solutions.
Retirement Events
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