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Innovating Support for Members

At LIMRA and LOMA, our purpose is to advance the financial services industry by empowering our members with knowledge, insights, connections, and solutions.

We continue launching innovative programs to help our members understand the evolving market dynamics and create effective strategies for growth.

Empowering Our Members
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Featured Industry Resources

LIMRA and LOMA: Empowering Our Members

Advancing the financial services industry by empowering our members with knowledge, insights, connections, and solutions

For more than a century, we’ve served as the largest trade association supporting the insurance and related financial services industry. Today, we’re working with over 700 member companies around the world to help them understand industry trends, inform their strategies, develop their talent, and create solutions that advance the industry.

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News from LIMRA

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

Propelled by record-high fixed annuity sales, total annuity sales surged to $310.6 billion in 2022, a 22% increase from 2021 results and 17% higher than the record set in 2008, according to preliminary results from LIMRA’s U.S. Individual Annuity Sales Survey.

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Industry Trends Articles

Prediction: The In-Plan Annuity Market Will Grow Exponentially Over the Next Two Years

Following the recent passing of the SECURE Act 2.0, the financial services industry expects greater adoption of in-plan guarantees in late 2023 and 2024. In-plan guarantees are plan designs offered by employers that can convert retirement savings into a stream of guaranteed income payments during retirement. Designs of in-plan guarantees include annuities inside a target date fund (TDF), a stand-alone annuity product, and annuity options outside of the plan but linked to it. Educating advisors, plan sponsors, and employees on the value of in-plan annuities will affect their acceptance.

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Latest Solutions

Anti-Money Laundering (AML) Training

Compliance is a big deal. Trusting the source for AML training shouldn’t be. New user-centered improvements and updated content.

LIMRA Data Exchange (LDEx) Standards

Making the process faster with standards. The LIMRA Data Exchange (LDEx) Standards are for insurance carriers and benefits administration technology companies looking to reduce errors, improve customer experience, and increase speed to market.

RightChoice System

An all-new assessment system that is tailored-made to fit your individual recruiting needs.

FraudShare

The neighborhood watch for financial services enables companies to defend against account takeover (ATO) schemes with easy, secure, real-time access to incident and threat indicator data with real-time email alerts.

Upcoming Conferences and Webinars

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Magazines and Newsletters

MarketFacts

Access insightful thought leadership on the forces driving the financial services industry.

Industry news2use

This semi-weekly newsletter showcases important global financial services industry updates and links to related LIMRA, LOMA, and SRI resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays and Thursdays.

Member Connection

Connecting our members to knowledge, insights, and solutions for insurance, retirement, and workplace benefits every month.