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Instituto para una Jubilación Segura de LIMRA LOMA

Recursos para Miembros que Harán Crecer su Negocio de Jubilaciones

Ayudamos a los miembros a mejorar la preparación para la jubilación y la seguridad financiera de sus clientes por medio de nuestras investigaciones, foros de colegas, capacitaciones y soluciones innovadoras. Los miembros entablan relaciones valiosas y tienden puentes hacia el futuro.

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What's New

Latest Research

Emerging Affluent Investors

U.S. Individual Annuity Market

Canadian Individual Annuities

Financial Wellness: Vulnerable Populations Show Resilience Amid Challenges

Recommended Research

The Retail Retirement Reference Guide, Fifth Edition

A Future View of U.S. Annuity Sales — Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020 – 2022

U.S. Individual Annuity Yearbook

Institutional Retirement Reference Guide

Latest News

LIMRA: 2024 Retail Annuity Sales Power to a Record $432.4 Billion

LIMRA: U.S. Single-Premium Pension Risk Transfer Sales Soar 36% to $14.2 billion in the Third Quarter 2024

LIMRA: Fixed Indexed and Registered Index-Linked Annuities Post Record Sales in Third Quarter 2024

Revisión del Instituto para una Jubilación Segura

Noticias e información de investigación de la industria, presentadas a los miembros de LIMRA como un beneficio para los miembros y que cubren todos los aspectos de la jubilación.

Featured Items of Interest

SECURE Act

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was designed to help Americans save for retirement. How does it help them save?

The Retail Retirement Reference Guide, Fifth Edition

The Retail Retirement Reference Guide (Fifth Edition) provides a wealth of facts and insights at your fingertips.

Institutional Retirement Reference Guide

Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.

Regulatory

Clarify today’s confusing best interest and fiduciary environment.

The Facts of Life and Annuities: 2019 Update

This compilation of key facts from LIMRA and other sources will educate people about the value of life insurance and annuities.

2025 LIMRA Annual Conference

14 de septiembre 2025 - 16 de septiembre 2025

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry.

Register

2025 Advanced Sales Forum

11 de agosto 2025 - 13 de agosto 2025

Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.

Register

2025 Supplemental Health, DI & LTC Conference

30 de julio 2025 - 01 de agosto 2025

Network with your peers and leading industry experts while gaining insight into the latest trends in supplemental health products — accident insurance, critical illness, and hospital indemnity — as well as individual disability insurance and long-term care/combination products — at the 2025 Supplemental Health, DI & LTC Conference.

Register

2025 Caribbean Insurance Conference

01 de junio 2025 - 03 de junio 2025

The Annual Caribbean Insurance Conference provides an information sharing and collaborative forum for Caribbean insurance regulatory authorities, insurance educational institutes, actuaries and other special groups with interest in the Insurance industry in the Caribbean.

Unlocking the Young Consumer Market: How to Engage and Convert the Next Generation of Life Insurance Buyers

15 de mayo 2025, 13-14 ET

This webinar will explore insights from LIMRA’s latest research on young consumers' attitudes, motivations, and barriers to purchasing life insurance.

Register

Meeting Customer Needs

Research

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Sales Data

Get all the latest facts and tips regarding retirement.

Education, Training, and Solutions

LIMRA LOMA Secure Retirement Institute resources for education, training, and business solutions.

Retirement Events

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