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Thinking Out Loud with LIMRA audio podcasts
Welcome to Thinking Out Loud With LIMRA! Our audio podcasts are a convenient and easy way to stay tuned in to new studies and hot issues that
impact our industry. Become a subscriber and hear first hand from LIMRA researchers and industry experts and insiders.
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Gain knowledge and a unique perspective from LIMRA researchers. This channel highlights new studies and provides valuable insight into the benefits of the report — straight from the source. Researchers address points of interest from their studies in a series of episodes that will engage and inform.
Tuesday, August 24, 2010
LIMRA spoke with Jack Dewald, president and owner of Memphis-based Agency Services, Inc. and the 2010 chair of Life Foundation’s board of directors, about the importance of owning life insurance and the seventh annual Life Insurance Awareness Month (LIAM) campaign, which begins on September 1.
Tuesday, August 10, 2010
LIMRA talked to Ingrid Goodenow, senior analyst, LIMRA’s International Research, about her new report: “Bancassurance: Products and Marketing,” which focuses on the sale of insurance products through banks in China. In this study, Goodenow examines this rapidly growing distribution channel; identifies the products obstacles and challenges carriers face; and uncovers the products and marketing strategies that have been successful.
Tuesday, July 20, 2010
LIMRA talks with Matt Drinkwater, associate managing director and Cecilia Shiner, analyst for LIMRA's Retirement Research about their new report, Scaling the Pre-Retiree Market. In this report, Matt and Cecilia examined long-term financial preparedness of Americans approaching traditional retirement age.
Monday, June 28, 2010
LIMRA talked to Stephen Selby, director of LIMRA’s Regulatory Services, about the impact social media has had on the financial services industry and shares some of the effective social media strategies and best practices that have been identified throughout the world.
Tuesday, June 08, 2010
Financial advisors say they want more education and training from wholesalers and carriers—especially about guaranteed income products, which they feel are too complicated. This is according to a recent study of financial advisors conducted by Matt Drinkwater, associate director of LIMRA’s retirement research. Matt shares other key findings from his study and what it means for financial services companies.
Wednesday, May 19, 2010
LIMRA talks with Malcolm McCulloch, senior research & market consultant, and Steven Miano, director of the customer contact center at ING, about changes and challenges with staffing call center in the financial services industry.
Thursday, April 29, 2010
LIMRA talks to Nilufer Ahmed, senior research director, LIMRA Markets Research, who recently released a report comparing the behaviors and attitudes of middle-income women and men and the differences in their financial priorities, concerns and goals.
Tuesday, April 13, 2010
LIMRA discusses the implications and impact that the recent health care reform legislation will have on employers, employees and the insurance industry with Scott Kallenbach, associate research director and Jennifer Parmelee Witt, assistant research director, of LIMRA’s Employee Benefits Product Research.
Tuesday, March 30, 2010
LIMRA talks with Kimberly Landry, associate analyst for LIMRA’s Group Product Research, about her recent report called, “Best Laid Plans: Will Employers Change Their Philosophy Around Employee Benefits?”. This study examines the challenges employers face when trying to develop an affordable benefits package that meets the needs of their demographically diverse employees.
Tuesday, March 16, 2010
LIMRA talks with Mary Art, LIMRA research director, Technology in Marketing and Distribution Research, who led a survey of financial services experts worldwide to identify and assess emerging technologies and potential environmental challenges that may impact the distribution of insurance and financial services. The result was her recent report, Tech Quake.
Wednesday, March 03, 2010
LIMRA talks with Donna Morgan, 2nd vice president and chief compliance officer for National Life Insurance Company about the challenges and opportunities for insurance companies that social media present.
Wednesday, February 17, 2010
LIMRA talks with Paul Henry, managing director of LIMRA’s Retirement Clients and Products, about the fast-growing retirement market and the ways in which LIMRA is expanding its research and services to support our members’ needs.
Tuesday, February 02, 2010
LIMRA talks with Polly Painter-Eggers, author of a new LIMRA report, It’s All About Me—Or Is It?, and Delores Freitag, assistant vice president and director of LIMRA’s product management, about the report’s findings, which examined the key factors that help companies develop strong relationships with their producers and what the barriers are for long-term retention.
Tuesday, January 12, 2010
Bob Kerzner, president and CEO of LIMRA, LOMA and LL Global, shares his views on the potential areas of growth for the life insurance and financial services industry in 2010.
Friday, December 11, 2009
LIMRA talks with Dr. J. Walker Smith, executive vice chairman and president of the Yankelovich Monitor about shifts in consumer thinking as the economy slowly recovers from deep recession.
Tuesday, November 24, 2009
Distribution research analyst Polly Painter-Eggers talks about why many consumers remained loyal to their advisors during the recent economic downturn, despite some big losses in their portfolios.
Wednesday, November 18, 2009
Will health care reform have an effect on other employee benefits? LIMRA experts Anita Potter and Jennifer Parmelee-Witt talk about the potential impact of health care reform on the full range of employee benefits, and what companies can do.
Thursday, October 08, 2009
Will the world be different after the current recession is over? Will we have what some call a “new normal?” LIMRA research expert Jim Mitchel talks about the arguments both for and against major change in consumer attitudes.
Thursday, September 03, 2009
LIFE Foundation Chairman Phil Richards talks with LIMRA about Life Insurance Awareness Month 2009, which began September 1.
Friday, August 28, 2009
Trends in distribution in the life insurance and financial industry are the subject of this interview with Lucian Lombardi, LIMRA vice president and head of Distribution Research. Lombardi discusses findings released in recent research, titled Forces of Change – Issues Facing Distribution Leaders.
Wednesday, August 05, 2009
LIMRA’s Anita Potter talks about new research on the changing face of the consumer in the 21st Century, and what insurance and financial companies and distributors need to do in order to educate consumers and successfully market products.
Tuesday, July 21, 2009
Marie Rice, vice president and director of LIMRA’s Retirement Research, discusses the results of a recent retirement income consumer survey and shares the surprising findings on what drives consumers’ choices when it comes to buying a retirement income product.
Tuesday, July 14, 2009
Thinking Out Loud talks to James Mitchel, Vice President and Director of Developmental Research for LIMRA and Bill Whitley, sales expert, author and executive coach to gain both a scientific and field perspective on how to increase sales using behavioral economics and engaging messaging.
Tuesday, July 07, 2009
Scott Kallenbach of LIMRA’s Strategic Research team talks about the important public policy changes coming along as Congress and regulators look at the new financial world emerging from the chaos of 2008.
Tuesday, June 30, 2009
LIMRA research analyst Ron Neyer tells about customers who “disappeared” during the direct marketing process and how solved the mystery of their absence. He is joined by LIMRA research head Bob Baranoff.
Tuesday, June 16, 2009
LIMRA research shows only one third of advisors have a succession plan in place and half think it’s too soon to worry about it. Are general agents thinking or acting differently? Don Hancock, Vice President and Regional Sales Director of Guardian Life, offers an insider perspective on transition plans and preparing for the future.
Tuesday, June 09, 2009
Marv Feldman, head of the LIFE Foundation is a key speaker at the LIMRA and LOMA Asia Strategic Issues Conference in Kuala Lumpur, Malaysia. Marv gives a preview of his topic and talks about the opportunity that life insurers have to reinforce their value as long-term partners with consumers who want to protect their loved ones with insurance.
Tuesday, May 26, 2009
LIMRA analysts Anita Potter and Jennifer Parmelee-Witt talk about the outlook for employee benefits in light of changing and difficult economic conditions. Their research shows continued commitment among employers and employees to offering and using benefits.
Tuesday, May 19, 2009
Lee Russell, Director of Advanced Sales for American General Life Companies talks to Thinking Out Loud about legislative issues impacting high net worth clients including changes to estate and gift taxes, split dollar and wealth transfer.
Thursday, May 14, 2009
LIMRA Retirement Research expert Matt Drinkwater, Ph.D., studied the impact of annuitization on liquidity in a portfolio. He learned that, contrary to what many believe, liquidity improves when part of a portfolio is put into an annuity that produces retirement income.
Tuesday, May 05, 2009
Anti-money laundering compliance expert Robert Goecks discusses what life insurers should do to prevent money laundering and other criminal activities. Mr. Goecks will be a featured speaker at the upcoming Compliance and Market Conduct Exchange.
Wednesday, April 22, 2009
In a time of great economic uncertainty, insurers need to focus on communicating the fundamental values of long-term financial security and protection to a public that has lost confidence. LIMRA president Bob Kerzner talks about a new LIMRA publication, The Facts of Life and Annuities, that can help reaffirm these important messages.
Tuesday, April 14, 2009
Thinking Out Loud talks to Todd Silverhart, Ph.D, LIMRA Corporate Vice President and Director of Technology in Marketing and Distribution Research about the differences between traditional and social media. Silverhart describes how leading financial service companies are utilizing these new tools and outlines some emerging best practices.
Tuesday, April 07, 2009
Executive consultant Adrienne Milics describes the quality of leadership presence, and why it is so essential for men and women who climb the ranks in business and industry.
Tuesday, March 31, 2009
An expert panel opens the 2009 Life Insurance Conference with their views on the state of the industry. The experts represent hosting organizations LIMRA, LOMA, Society of Actuaries and ACLI. Highlights.
Wednesday, March 25, 2009
Gary Aluise, head of LIMRA’s international business, shares his observations after his early 2009 trip to Asia to meet with executives of member companies guiding their firms through economic turmoil.
Tuesday, March 17, 2009
LIMRA’s annuity research director Joe Montminy talks about annuity sales results for 2008. Overall sales were up three percent, variable sales were down, while fixed annuity sales skyrocketed.
Tuesday, March 10, 2009
Thinking Out Loud talks to Professor Steven Klineberg, Ph. D from Rice University in Houston, Texas. In 1982, he and his students initiated the Houston Area Survey, now it its 28th year of systematic analyses looking at the striking changes in the demographic patterns, experiences, attitudes, and beliefs of Harris County residents. No other city in America has been the focus of a long-term longitudinal research program of this scope.
Wednesday, March 04, 2009
As the baby boomers wind into retirement, the following generations, X and Y, are emerging as a powerful and important market for financial services. But they have different needs and attitudes than their boomer parents, and technology is a key part of their lifestyle. LIMRA researchers Nilufer Ahmed, Ph.D., and Mary Art, talk about the new generations.
Tuesday, February 17, 2009
With the need to cut costs, and negative publicity in the air, companies are looking at their recognition events. LIMRA’s Tom Spinelli, project director in distribution research, surveyed member companies about their plans for recognition conferences in 2009 and 2010.
Tuesday, February 10, 2009
LIMRA’s Stacie McLean, head of executive development programs, talks about how executive development has changed over time and what companies and executives are looking for today.
Tuesday, February 03, 2009
Thinking Out Loud talks to Pat Leary in LIMRA’s Distribution Research Center about a new, joint research initiative with McKinsey and Company. Pat talks about industry trends and challenges and how companies need to adapt to a changed economic environment.
Tuesday, January 27, 2009
Thinking out Loud talks to Barbara LoRusso, Assistant Vice President of LOMA’s Assessment Solutions Group, about the trends of virtual work arrangements and how companies are navigating this cultural and tactical shift.
Tuesday, January 20, 2009
LIMRA’s worksite analyst Ron Neyer and Walter Podgurski, head of the Workplace Benefits Association, talk about the worksite market and how worksite professionals see it today, as well as what the future might bring.
Wednesday, January 07, 2009
LIMRA’s head of research, Bob Baranoff, talks about how LIMRA research has evolved over the years to meet changing company needs, and gives a preview of the highlights of important research projects coming out in 2009.
Tuesday, December 23, 2008
Thinking Out Loud talks with Jennifer Berlin, head of LIMRA’s International Research unit, about the Market Maturity Model. This is a model that identifies different phases that a financial services market goes through, especially in emerging economies around the world.
Tuesday, December 09, 2008
Paul Kessler, managing director of the Syncretics Group, talks about leading and succeeding under trying conditions. Kessler defines “The Edge” as those conditions when people or organizations face maximum stress, where survival itself may be at stake. He talks about principles leaders can apply that will not simply ensure survival but deliver change, growth and success.
Tuesday, December 02, 2008
A panel of LIMRA experts looks at the results of consumer and producer research conducted during October, at the height of the financial crisis. In addition to pessimism and mistrust, they see hope for the future and possible opportunities
Tuesday, November 18, 2008
Distribution research analyst Denise Marvel talks with Cora Hall about the results of the latest producer panel survey on what producers value in their relationships with companies. Competitive products remain extremely important. Producers also want other kinds of support, such as lead generation, service support and a sense of urgency in dealing with requests.
Tuesday, November 11, 2008
Walt Zultowski, senior vice president at Phoenix Wealth Management, talks about the high net worth market and how it has evolved and changed over the last 10 years.
Tuesday, November 04, 2008
LIMRA research manager Pat Leary talks about a new report on consumer knowledge and interest in purchasing life insurance through banks. He says more education is needed to raise consumer awareness.
Tuesday, October 28, 2008
A brief report on speakers at the 2008 LIMRA Annual Meeting in Hollywood, FL. Clips from Bob Kerzner's remarks on leading in tough times.
Tuesday, October 21, 2008
LIMRA’s Shawn Flynn and Stephanie Nickson of SunLife find that many Canadians are not well-prepared for looming retirement. They talk about the need for more saving and how insurance companies can help with education, as well as products and services.
Tuesday, October 14, 2008
Sports cable television pioneer Bob Scanlon took his experience in helping get ESPN off the ground to a new level when he founded the SpeedVision cable network. In this podcast, he talks about the trials and triumphs of his entrepreneurial career and tells us about the rewards of leadership, risk and acting on a vision.
Tuesday, October 07, 2008
This podcast features International Research Analyst Lori Chester talking about bancassurance practices in Japan, China, India and Malaysia, and what has been successful.
Tuesday, September 30, 2008
LIMRA’s guest is Steve Moses, president of the Center for Long Term Care Reform. Keynote speaker at LIMRA’s Long Term Care Day on July 31, 2008, Steve talks about why individuals must need to prepare themselves for the possibility of needing costly long term care.
Thursday, September 25, 2008
This podcast features International Research Analyst Lori Chester talking about the working relationship between banks and insurers, including the division of labor, first-year commission rates and training in the Asia bancassurance industry.
Tuesday, September 16, 2008
Marilyn Alverio talks about the importance of a sound marketing strategy for approaching multicultural markets.
Monday, September 08, 2008
Sally Bryck of LIMRA’s retirement research team talks about how people decide when they are going to retire, and how they prepare – or fail to prepare – for the big step. For many people, retirement comes sooner than they expected, sometimes due to ill health or other problems, and sometimes because they feel ready.
Tuesday, September 02, 2008
Marv Feldman, head of the Life and Health Insurance Foundation for Education (LIFE) talks with Howard Drescher about Life Insurance Awareness Month in September 2008. This year marks the fifth anniversary of LIAM, an effort to raise awareness among consumers and producers about the need for life insurance.
Tuesday, September 02, 2008
Betsy Schwarz of LIMRA's markets and technology research team, talks about the promise and pitfalls of using new Internet tools to market financial services through e-marketing. By following the rules of interactivity, marketers can use the Internet strategically to build trust and understanding with customers.
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