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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 Canadian Pension Market

2021 Insurance Barometer Study

Stable Value and Funding Agreement Products Sales and Assets

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

2021 Retirement Industry Conference to Explore What the Future Might Look Like Post-Pandemic

Secure Retirement Institute: Total Annuity Sales Fall 9% in 2020

Secure Retirement Institute: Fourth Quarter U.S. Single-Premium Pension Buy-Out Sales Jump 21%

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.

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

登記

2021 Group & Worksite Benefits Conference

2021年9月14日 - 2021年9月15日

The conference features special sessions for senior executives to meet in a collaborative environment.

Decision-Making and Strategic Execution

17/8/2021 8:30 EDT - 18/8/2021 16:00 EDT

Explore how to think critically, understand and overcome cognitive biases, and make effective decisions.

議程 登記

How Data Is Being Used: Insights from Insurance Executives in Latin America

12/8/2021 11:00 EDT - 12:00 下午 EDT

A research study with Equisoft & Celent.

登記

2021 Supplemental Health, DI and LTC Conference

2021年8月4日 - 2021年8月6日

The Supplemental Health, DI & LTC Conference provides a unique opportunity to consider a cross-functional view of supplemental health products, including accident insurance, critical illness, hospital indemnity, as well as individual disability insurance and long-term care standalone and combination products.

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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