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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

DC Advisor Views: Fraud Prevention and Cybersecurity

Not-For-Profit Retirement Market

Weathering the Storms: Participants and In-Service Withdrawals From Defined Contribution Plans

COVID-19: Defined Contribution Advisor Response

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

Secure Retirement Institute: Total U.S. Annuity Sales Tumble in the Second Quarter Amid Economic Fallout from the Pandemic

2020 Life and Retirement Virtual Conference to Look at Leading Through Uncertainty

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

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.

2021 Regulatory Compliance and Financial Crimes Conference

2021 Regulatory Compliance and Fraud Crime Conference

2021 Distribution Conference for Financial Services

2020 Distribution Conference for Financial Services

2021 Enrollment Technology Strategy Seminar

Our goal is to connect participants with peers and technology purveyors to learn, network, and share innovative ideas to help identify potential solutions to existing challenges.

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.

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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