Insights & Trends

Explore the investments and strategies executives are prioritizing to drive distribution productivity in life insurance amidst changing market dynamics.

A Shifting Market: Understanding the changes and challenges.

How will advisors’ use of annuities change — and why?

Explore client characteristics and perspectives on annuities across different advisor affiliations.

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.

Two-thirds of employees spend less than one hour on the entire process of reviewing benefits information, making decisions, and enrolling. Explore insights surrounding the importance of building quality enrollment experiences with valuable communication strategies.

In this episode, Kartik Sakthivel, chief information officer, LIMRA and LOMA and Paul Tyler, chief marketing officer at Nassau Financial Group, level set the state of AI in the insurance industry.

Explore how AI can drive efficiency, innovation, and growth in your organization while maintaining robust governance and ethical standards with insights from the LIMRA and LOMA AI Governance Group.

In this episode, Kartik Sakthivel, LIMRA and LOMA's chief information officer and Nirav Dagli, chief operating officer at Spinnaker Analytics, discuss what qualifies as AI and what doesn't.

Explore how DC advisors balance their practices between wealth management and plan advisory functions and roles. The flyer illustrates their expectations and views of recordkeeper functions and roles.