Explore New Findings
LIMRA Financial Wellness Index® — Quantifying Financial Wellness as a Basis for Improving It: 2024 Update
The LIMRA Financial Wellness Index® helps financial and benefits providers, advisors, and the industry quantify financial wellness. It is a first step towards understanding how financial wellness can fit into employer benefits strategies, personal advice, and financial readiness strategies. Demographic views allow for a richer understanding of financial wellness in various populations.
Insider Insights Podcast: Enhancing Financial Wellness Across Populations
Deb Dupont, Assistant Vice President of Institutional Research and Workplace Benefits Research at LIMRA and LOMA, and Kellie Benson-Bray, Member Relations Director at LIMRA and LOMA to discuss opportunities to improve financial wellness across a range of demographics.
Financial Wellness: Vulnerable Populations Show Resilience Amid Challenges
In 2024, financial stress and overall wellness scores reveal significant disparities among various demographic groups. Ethnic minorities, LGBTQ+ individuals, and other vulnerable populations face higher risks of financial stress and have lower overall wellness scores.
Building Financial Wellness: Tailored Approaches for Diverse Populations
3/19/2025, 1 - 1:30 p.m. ETThis 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.
Insider Insights Podcast: Meeting the Demand for Financial Wellness in the Workplace
In this episode, Deb DuPont, assistant vice president of institutional research and workplace benefits research at LIMRA and LOMA, and Pat Leary, corporate vice president of workplace benefits research at LIMRA and LOMA, discuss the importance of financial wellness programs in the workplace benefits space.
Wellness at Work: Financial, Emotional, and Physical Wellness Programs in the Workplace
With rising financial, emotional, and physical stress, employees increasingly look to workplace wellness programs and benefits for crucial support and stress reduction.
Wellness Works in the Workplace (Infographic)
Employee stress — financial, emotional, and physical — has risen since 2022.
LIMRA Financial Wellness Index® Key Insights (Infographic)
The drop in overall financial wellness highlights the need for benefits, education, and services to help employees manage their financial lives and futures.
Financial Wellness: A Key Driver of Workplace Productivity
Financial wellness significantly impacts employee well-being and productivity. Employers offering financial wellness programs can reduce employee stress, improve job satisfaction, and enhance overall workplace efficiency, leading to lower turnover and better business performance.
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