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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

The Implications of Low-for-Long Interest Rates on Life Insurance and Annuity Business

Black Americans: Life Insurance Ownership and Attitudes — A 2021 Insurance Barometer Supplementary Report

Canadian Individual Annuities

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: Second Quarter U.S. Annuity Sales Jump Nearly 40%, Marking the Highest Sales in More than a Decade

Secure Retirement Institute: While U.S. Single-Premium Pension Buy-Out Sales Drop in First Quarter 2021, Buy-In Sales Break All-Time Quarterly Record

Secure Retirement Institute: Investors Seeking Protection Turn to Annuities in the First Quarter

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! 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 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.

2021 LIMRA Virtual Annual Conference

2021年10月26日 - 2021年10月28日

Attend the LIMRA Virtual Annual Conference and connect with us from the comfort of your home or office. You will experience the world-class event you’ve come to expect from LIMRA.

議程 登記

2021 LIMRA Annual Conference

2021年10月24日 - 2021年10月26日

This flagship event is one of the largest gatherings of senior executives representing all sectors of financial services who come together for strategic industry insights and high-level networking.

議程 登記

2021 Latin American Virtual Conference

2021年10月5日 - 2021年10月7日

Winning in a Hybrid World: Attitude and Actions for Success

議程 登記

2021 Group & Worksite Benefits Summit

14/9/2021 13:00 EDT - 4:00 下午 EDT

Gain fresh ideas and insights to successfully address short-and long-term changes in the U.S.

登記

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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