At LIMRA and LOMA, our purpose is to advance the financial services industry by empowering our members with knowledge, insights, connections, and solutions.
Learn more about how we can support your financial professionals and employees along their career journey.
Our purpose is to advance the financial services industry by empowering our members with knowledge, insights, connections, and solutions.
For over 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 worldwide to help them understand industry trends, inform their strategies, develop their talent, and create solutions that advance the industry.
Serving Members for Over 100 Years
Membership provides access to a wide range of benefits, including member pricing on industry-specific hiring assessments, education programs, training solutions, and professional designations. Members also gain exclusive access to Rewards and Recognition programs, industry research reports, the LOMA and LIMRA Information Centers, and the thought leadership publications. Additionally, membership offers networking opportunities through executive forums, conferences, seminars, and workshops.
Identify, recruit, train, develop, and retain outstanding sales professionals and managers with our suite of solutions.
LIMRA's internationally recognized awards program evaluates and recognizes recruiters and managers.
A variety of accreditation tools such as certificates, plaques, and digital badges are also available.
Verify Accreditation
A Sales Effectiveness Program with Proven Results!
Designed to help financial professionals succeed through:
More than 20,000 graduates worldwide have improved their productivity by 25% or more.
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Which applicants have the qualities to succeed in a sales career?
LIMRA's proprietary aptitude test, Career Choice, which has been developed through years of research specifically for the insurance industry, will answer this question. This brief questionnaire gathers information about a candidate's personality and background, predicts a candidate's potential for success in sales, and assesses the following
Help New Managers Develop Core Management Skills
Pacesetter helps your new managers perform core elements of their job at a higher level than ever. This 4.5-day program:
Webinar
Intermediaries — brokerage general agencies (BGAs) and independent marketing organizations (IMOs) — play an essential role with independent financial professionals by connecting them with insurance carriers through a product and sales platform, and providing marketing, training, contracting, and operation support.
Intermediaries — brokerage general agencies (BGAs) and independent marketing organizations (IMOs) — play an essential role with independent financial professionals by connecting them with insurance carriers through a product and sales platform, and providing marketing, training, contracting, and operation support.
Rosen Shingle Creek, Orlando, FL
This conference offers the latest insights from industry experts, business thought leaders, and leading distribution and marketing professionals. It provides a platform to explore opportunities that accelerate the marketing and sales funnel while addressing market coverage gaps. Enjoy unparalleled networking and the flexibility to attend sessions in key focus areas such as agency building, brokerage, independent, multi-line, and financial management. Additionally, we’ve enriched our program with sessions dedicated to marketing and annuity distribution. Bookmark our conference site and check back for program updates. Register and book your hotel now!
The theme “Shaping Our Future” encapsulates our collective responsibility to drive innovation, embrace significant shifts, and prepare for a future that is rapidly evolving. At the 2025 Distribution and Marketing Conference, industry leaders in distribution and marketing will unite to explore strategies for responding to this critical call to action.
Technological advancements like AI, machine learning, and big data are rapidly transforming product distribution and marketing, enhancing customer experiences, streamlining operations, and enabling personalized services.
Consumer expectations for personalized, convenient insurance and annuities are rising, but the bigger challenge is reaching the uninsured and underinsured. This gap offers a major opportunity to improve financial security and provide essential protection.
To anticipate the future, we must embrace new technologies, adapt to market changes, foster continuous learning, invest in talent, and address challenges like an aging workforce and the need for succession planning.
Regulatory changes in cybersecurity, AI, private equity interest, the ERISA fiduciary rule, and the global minimum tax affect our operations and product offerings. Staying vigilant and adaptable is essential for compliance and maintaining consumer trust.
“Shaping Our Future” is a call to action. By embracing change and becoming future-ready, we can ensure the industry's success. Let’s seize this opportunity to innovate and lead toward a brighter future.
Don’t miss this premier event for distribution and marketing professionals.
Webinar
This exclusive webinar is designed for financial service professionals dedicated to providing financial wellness resources to diverse populations. We'll highlight unique financial challenges faced by various groups, such as higher stress levels due to caregiving responsibilities and inadequate insurance coverage.
Join us for an exclusive webinar designed for financial service professionals dedicated to providing financial wellness resources to diverse populations. We'll highlight unique financial challenges faced by various groups, such as higher stress levels due to caregiving responsibilities and inadequate insurance coverage. This webinar will leave you with data-driven insights and practical strategies to effectively support the financial well-being of these communities.
Access insightful thought leadership on the forces driving the financial services industry.
This semi-weekly newsletter showcases important global financial services industry updates and links to related LIMRA and LOMA resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays and Thursdays.
Connecting our members to knowledge, insights, and solutions for insurance, retirement, and workplace benefits every month.