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Recent Research
March 2010
Hot Topics
Research Reports
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Planning Among the Affluent (2010)
Are producers missing opportunities to penetrate the affluent market and build a loyal client base?
(Author: James O. Mitchel, 18 Mar 2010)
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Consumers — Choice or Control? (2010)
Want to nudge consumers into making the desired choice? Learn how consumers' rule-of-thumb decisions can often beat "rational" decisions when it comes to the purchasing of financial products, and how default options can be a powerful tool in the sales process.
(Author: Brian Eves, 17 Mar 2010)
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Life Insurance in a Tough Economy (2010)
How are consumers reacting to the tough economy – putting their goals for adequate life insurance coverage on hold or seeking more financial advice? Find out where life insurance fits in the consumer's financial world today.
(Author: Cheryl Retzloff, 16 Mar 2010)
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Investing in New Agents (2010)
Developing new agents? Compare your investment with peer companies. LIMRA quantifies the investment companies are making to bring inexperienced agents through their first 3 years in the business.
(Author: Kathleen E. Krozel and Lucian Lombardi, 12 Mar 2010)
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Leading Indicators: Field Management Turnover (2010)
Concerned about high turnover rates? Explore field management turnover: why agency managers are leaving, when they are leaving, and the sources of new leaders.
(Author: Kathleen E. Krozel and Malcolm McCulloch, 12 Mar 2010)
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America's View of Health Care (2010)
As the health care debate intensifies, how should insurers prepare if some of the principal elements of reform pass, or in contrast, do not pass? This report provides a glimpse into how Americans feel about the components of the proposed health care reform — what they favor and what they oppose. Insurers will find this information useful as they create product design and marketing strategies.
(Author: Scott R. Kallenbach, FLMI, Jennifer L. Douglas , 11 Mar 2010)
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From Application to Issue (2010)
How many of your applications are making it to the finish line? Most informal applications will never get there. Learn how carriers track applications to the point of issue and what steps they take to address the increasing volume of informal applications.
(Author: Karen R. Terry, 11 Mar 2010)
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Estimating the Impact of Direct Response Marketing (2010)
There's been considerable "buzz," but just how significant have direct response marketing methods REALLY become in individual life insurance sales? This long-standing question is finally answered in the following report.
(Author: Ron Neyer, 09 Mar 2010)
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Corporate Social Responsibility (MarketFacts, Winter 2010)
Organizations are taking a closer look at corporate social responsibility. However, as earnings performance and capital positions weakened as a result of the financial crisis, were resources better used to shore up a company’s financial position?
(Author: Scott R. Kallenbach, FLMI, 08 Mar 2010)
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The Innovation Imperative (MarketFacts, Winter 2010)
Successful innovation in industry — in general — is a scarce commodity, although this is not for a lack of trying. How can it be achieved in the life insurance business?
(Author: John Martin, Ph. D., Chadwick Martin Bailey, Inc., and Walter H. Zultowski , Ph. D., Phoenix Life Insurance Company , 08 Mar 2010)
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U.S. Individual Annuities (2009, 4th quarter)
Find how sales of individual annuities fared in the fourth quarter of 2009. You can also see sales results by product type and by distribution channel.
(Author: John Sullivan, 05 Mar 2010)
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Group Long-Term Care Insurance (2009, Annual Review)
How did the group long-term care market perform in 2009? This report provides annual trends and benchmarking information for the U.S. group long-term care insurance marketplace.
(Author: Karen Fisherkeller, 05 Mar 2010)
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U.K. Market Briefing (February 2010)
This edition of UK Market Briefing brings news of UK Prudential's takeover of AIG's Asian business, in a £23 billion pound deal. It also highlights Conservative Party plans for the UK financial sector if, as widely predicted, they win the general election this year.
(Author: Brian Eves, 05 Mar 2010)
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Financial Institutions Serving the Affluent (2010)
Are affluent households interested in consolidating with stable institutions, or do they want more diversity in the placement of their money? This report, the third in a series of reports that look at the affluent market, will provide some answers.
(Author: James O. Mitchel, 05 Mar 2010)
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The 401(k) Scorecard (2009, 4th quarter)
Have 401(k) plan sales rebounded from the crash? The 401(k) Scorecard, which includes information from 16 companies on full-service 401(k) sales in terms of plans, participants, and assets, will help you answer this question.
(Author: Kathleen Rook, 03 Mar 2010)
February 2010
Hot Topics
Research Reports
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Individual Life Persistency — China (2010)
What has been the policy and face amount lapse experience of individual life insurance plans in China for 2008? This report will show you.
(Author: Ingrid R. Goodenow, 24 Feb 2010)
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After the Dust Settles: An Executive View (2010)
The financial services industry has seen its share of turmoil as a result of the recent financial crisis: layoffs, reorganizations, and delayed (or canceled) new product rollouts. But with economic recovery underway, where will the industry stand once the dust settles? LIMRA surveyed executives in member companies and gathered their opinions on corporate strategy, products, markets, distribution, home office staffing, and compliance and regulatory issues.
(Author: Scott R. Kallenbach, FLMI, 24 Feb 2010)
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Canada -- The Canadian Pension Market (2009, 4th quarter)
How did pension sales grow in the fourth quarter of 2009? Find out by reading this quarterly survey of seven companies' Canadian pension sales and successful retention activity. A confidential report showing individual company data is available to contributors.
(Author: Sally A. Bryck, 24 Feb 2010)
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The Positioning of Assets in Retirement (2010)
Over the past couple of decades, the economic canvas for retirees’ financial security has been redrawn, thereby forcing greater self-reliance in retirement. Have retirees been positioning their assets to maximize the likelihood that their assets will last a lifetime?
(Author: Sally A. Bryck, 23 Feb 2010)
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Persistencia de Vida Individual: Chile (2010)
¿Cuál ha sido la experiencia según la póliza y la caducidad del importe nominal de los planes de seguro de vida individual en Chile durante 2008? Este informe se lo mostrará.
(Author: Ingrid R. Goodenow, 18 Feb 2010)
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Consumer Sentiment Tracking Study (2010)
To supplement 2008's research series surrounding the impact of the economy on the insurance industry, LIMRA continues to monitor consumer sentiment on a quarterly basis.
(Author: Jennifer Douglas and Scott Kallenbach, 17 Feb 2010)
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U.S. Annuity Persistency (2009, 4th quarter)
What has been the persistency of U.S. annuities in the last quarter of 2009? This quarterly survey provides both contract and cash value annuity persistency. It measures surrender rates in total and by all combinations of market, product type, distribution channel, and presence of surrender charge.
(Author: Matthew Drinkwater, 16 Feb 2010)
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LIMRAのマーケットマチュリティモデルへの経済的影響 (2010)
世界中で、経済的苦境は、金融サービス産業のイメージを痛めつけています。LIMRAのマーケットマチュリティモデルを構成する4つの柱-商品、ディストリビューション、規制およびマーケティングがいかに影響を受けたか見てみましょう。
(Author: Jennifer Berlin, 12 Feb 2010)
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Financial Advisors Serving the Affluent (2010)
The second in a series of reports looking at the affluent market, this report looks at the financial advisors serving the affluent: both primary advisors and other advisors used by the affluent. It also addresses advisor satisfaction and loyalty.
(Author: James O. Mitchel, 12 Feb 2010)
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LIMRA의 시장 성숙도 모델에 대한 경제적 영향 (2010)
세계적인 경제 재난으로 인해 금융 서비스 업계는 그 이미지에 큰 타격을 입었습니다. LIMRA의 시장 성숙도 모델-상품, 배포, 규제 및 마케팅-을 구성하는 4가지 핵심사항이 어떠한 영향을 받았는지 알아봅니다.
(Author: Jennifer Berlin, 08 Feb 2010)
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对LIMRA市场成熟模型的经济影响 (2010)
全球范围的经济困境已损害了金融服务行业的形象。了解经济困境如何影响了LIMRA市场成熟模型的4大支柱 - 产品、分销、监管和营销。
(Author: Jennifer Berlin, 08 Feb 2010)
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Impacto econômico no Modelo de maturidade de mercado da LIMRA (2010)
Em todo o mundo, os problemas econômicos mancharam a imagem do setor de serviços financeiros. Saiba como os 4 pilares que compõem o Modelo de maturidade de Mercado da LIMRA - produtos, distribuição, regulamentação e marketing, foram impactados?
(Author: Jennifer Berlin, 05 Feb 2010)
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U.K. Market Briefing (January 2010)
This edition of UK Market Briefing tells of how the Financial Services Authority intends to get more involved in product design at an earlier stage, in a bid to prevent the mis-selling scandals that have blighted the UK’s financial services industry in the past.
(Author: Brian Eves, 05 Feb 2010)
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對LIMRA市場成熟模型的經濟影響 (2010)
全球範圍的經濟困境已損害了金融服務行業的形象。瞭解經濟困境如何影響了LIMRA市場成熟模型的4大支柱 - 產品、分銷、監管和行銷。
(Author: Jennifer Berlin, 05 Feb 2010)
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Impacto económico en el Modelo de Madurez del Mercado según LIMRA (2010)
En todo el mundo, la aflicción económica perjudicó la imagen de la industria de servicios financieros. Aprenda de qué manera los 4 pilares que constituyen el Modelo de Madurez del Mercado según LIMRA (productos, distribución, regulación y marketing) se vieron afectados.
(Author: Jennifer Berlin, 04 Feb 2010)
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Reaching Out to Middle-Income Women (2010, Research Briefing)
Financial services companies may have a hard time marketing to middle-income households given the difficult economy. How can financial services companies reach out to these households? The answer may lie in reaching out to the women in these households: wives, mothers, and singles.
(Author: Nilufer R. Ahmed, 01 Feb 2010)
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