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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

Canadian Individual Annuities

Retirement Investors: Key Trends and Opportunities

Group Annuity Risk Transfer

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

LIMRA: Record Annuity Sales in 2022 Expected to Continue Into First Quarter 2023

LIMRA: 2022 Single Premium Buy-Out Sales Topple Prior Record

LIMRA: 2022 U.S. Retail Annuity Sales Shatter Annual Sales Records Set in 2008

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 Guide (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.

2023 LIMRA Annual Conference

2023年10月22日 - 2023年10月24日

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry.

Register

2023 Latin American Conference

2023年8月15日 - 2023年8月17日

The 2023 Latin American Conference will engage senior leadership from life insurance companies and banks doing business throughout Latin America.

Register

2023 Advanced Sales Forum

2023年8月7日 - 2023年8月9日

Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.

Register

2023 Supplemental Health, DI & LTC Conference

2023年8月2日 - 2023年8月4日

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

Register

2023 LIMRA and LOMA Canada Annual Conference

15/6/2023 8:30 - 4:45

Change Happens: What's Next?

Register

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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