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.
2026 LIMRA Annual Conference
2026年9月27日 - 2026年9月29日AGENDA COMING SOON! Step into the future of the industry at the 2026 LIMRA Annual Conference, September 27–29, 2026, at the world-class Gaylord Texan Resort & Convention Center — where bold ideas, powerful connections, and forward-thinking leadership come together. The highly anticipated conference agenda, featuring timely sessions, expert speakers, and actionable strategies shaping the future of the industry, will be unveiled soon, making now the perfect time to secure your place at this premier event. Registration is now open — reserve your spot today!
Register2026 Supplemental Health, DI & LTC Conference
2026年7月29日 - 2026年7月31日Agenda now online! Network with your peers and leading industry experts while gaining insight into the latest trends in supplemental health products — accident insurance, critical illness, and hospital indemnity — as well as individual disability insurance and long-term care/combination products.
Register2026 Advanced Sales Forum
2026年7月27日 - 2026年7月29日Agenda now online! Designed by top advanced sales leaders, the Forum brings together expert insights and real-world strategies for today’s financial services challenges—from emerging technology to doing more with less. Attendees gain practical takeaways and peer-driven perspectives they can put to work immediately.
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
- 年金
- 年金，固定遞延型
- 年金，指數型
- 年金，變動型
- 受託人規範
2026 Compliance, Legal, and Fraud Prevention Conference
2026年7月13日 - 2026年7月15日The Compliance, Legal, and Fraud Prevention Conference 2026 brings together more than 150 senior level executives providing focused education and CLE credits relevant to compliance, legal, fraud prevention and SIU executives in the life insurance industry.
Register- 會議
- 法規遵循
- 分銷管道
- 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)
- 直接面對消費者
- 消費者
- 客戶體驗
- 世代別
- 多文化市場
- 財富市場
- 女性
- 僱主
- 非營利
- 民營企業僱主
- 公營事業僱主
- 小型企業
- 個人保險
- 職場福利
- 自願 / 百分之百員工支付
- 退休
- 退休，機構 / 職場
- 退休，消費端
- 退休收入
- 退休規劃
- 科技
- 分析
- 金融科技 / 保險科技
- 創新
- 社群媒體
- 退休人士和即將退休人士
- 分銷管理
- 銷售一線領導能力
- 詐欺
- 保險產品
- 結合產品
- 重大疾病
- 失能保險
- 人壽保險
- 長期照護保險
- 營運 / 管理
- 承保
- 年金
- 年金，固定遞延型
- 年金，指數型
- 年金，變動型
- 受託人規範
- cat_574
Financial Wellness in Focus: What the 2026 LIMRA Financial Wellness Index Tells Us Now
16/6/2026, 13 - 1:30:下午What’s really happening with financial wellness—and what’s changed since the last Index release? Join LIMRA researchers Deb Dupont and Megan Nadzan for a 30 minute, data driven conversation unpacking key findings from the 2026 LIMRA Financial Wellness Index®, its third biannual release.
RegisterMeeting 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
-
目前無即將舉行的活動 {{selectedCategory.title}}
-
{{eventItem.ext.dateStart.month}} {{eventItem.ext.dateStart.day}}{{eventItem.ext.dateStart.month}} -{{eventItem.ext.dateEnd.month}} {{eventItem.ext.dateEnd.day}}{{eventItem.ext.dateStart.month}} {{eventItem.ext.dateStart.day}}
{{eventItem. title}}
{{eventItem.location}}