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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

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: 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: Variable Annuities Propel Total Annuity Sales to Double-Digit Growth in Third Quarter 2021

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 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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