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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

U.S. Individual Annuity Market

2020 Insurance Barometer Study

The 401(k) Scorecard

Group Annuity Risk Transfer

Recommended Research

A Future View of Annuity Sales (September 2019 Update)

U.S. Individual Annuity Yearbook

Institutional Retirement Reference Guide

The Retirement Income Reference Book - Fourth Edition

Latest News

Secure Retirement Institute Forecasts Double-Digit Increase for Registered Index-Linked Annuity Sales in 2020

Secure Retirement Institute: U.S. Single-Premium Pension Buy-Out Sales Total $4.5 Billion in the First Quarter 2020

Secure Retirement Institute Study: Most Consumers Baffled By Annuities

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! LIMRA’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.

Ready-2-Retire

Help your clients get Ready-2-Retire and be ready to discuss their planning needs.

2020 Latin American Conference - Insurance Days: Sales Training Program

This program is designed for agents, brokers, and executives with responsibility for sales and/or the commercial area, including those responsible for productivity, training and development of commercial teams.

Latin American Conference – Insurance Days 2020

The LIMRA and LOMA Latin American Conference has joined forces with Peru’s Insurance Days to bring you the ultimate insurance executive forum in 2020! The Latin American Conference – Insurance Days 2020 will offer exclusive research insights, tactical best practices, unmatched networking opportunities, and global innovation case studies to help you successfully guide your company, business, and personal career through challenging economic and political times.

2020 LIMRA Virtual Annual Conference

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

Financial Strategies

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

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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