What the Research Shows: Implications of the DOL Fiduciary Rule

Overview

Who Should Join

LIMRA Member Company employees who are engaged in the retirement industry.

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

Highlights

Over the past two years, the DOL Fiduciary rule has consumed much of the industry’s attention. At LIMRA, we have been studying the implications of the rule. Please join us on Thursday, August 3, noon ET as LIMRA CEO Bob Kerzner and one of LIMRA Secure Retirement Institute’s leading researchers, Jafor Iqbal, share what we have learned. The webinar will review our research — including lessons learned from the Retail Distribution Review (RDR) in the United Kingdom — to help our U.S. members understand and adapt their individual business strategies and decisions to the potential outcomes of the DOL fiduciary rule.

Presenters

Robert A. Kerzner, CLU, ChFC

As president and CEO of LIMRA, LOMA and their parent organization, LL Global, Inc., Bob Kerzner leads the world’s largest association of life insurance and financial services companies. In 2010, he led the merger of LIMRA and LOMA, which together represent more than 1,200 members across 64 countries, including most of the world’s largest life insurance companies.

Before joining LIMRA in 2004, Kerzner was executive vice president and head of the individual life division of Hartford Life, Inc. Under his leadership, the division experienced dramatic growth and record financial performance.

Kerzner is a leading voice in the life insurance, retirement and financial services industry, recently speaking at events held by the Department of Treasury’s Federal Insurance Office (FIO), the National Association of Insurance Commissioners (NAIC), and Life Insurance Commission of New York (LICONY). He is regularly sought out by leading national publications, like the Wall Street Journal, Bloomberg, and USA Today, as well as a host of trade and other business media outlets, to provide insight into industry issues and trends.

Kerzner is a graduate of Central Connecticut State University.

Jafor Iqbal

Assistant Vice President, LIMRA Secure Retirement Institute

Jafor Iqbal

Assistant Vice President, LIMRA Secure Retirement Institute

Jafor Iqbal studies retirees and the role of financial advisors in retirement income planning. In this role, he leads the LIMRA Secure Retirement Institute's retirement income initiatives. His leadership and focus in retirement income has resulted in the publishing of LIMRA’s Retirement Income Reference Book, which is a complete mapping of the retirement income marketplace that includes retirement risks and issues faced by consumers and advisors, as well as the Fact Book on Retirement Income. Prior to joining LIMRA in 2009, Iqbal was Director of Product Management at Fidelity Investments.

Contact us to learn more:

Debbie Boone

Senior Administrative Coordinator

LIMRA

dboone@limra.com