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2019 Retirement Industry Conference to Examine Modern Consumer Retirement Security

WINDSOR, Conn. February 26, 2019 — LIMRA Secure Retirement Institute (LIMRA SRI) data finds that only half of Americans feel financially secure about their retirement. Retirement leaders across the industry will gather at the 2019 Retirement Industry Conference to explore innovative ways to help consumers achieve greater retirement security.

The conference will focus on the latest market research, product development trends and innovative approaches to address the top challenges facing retirees and the industry as a whole. Attendees will join top retirement leaders and practitioners as they discuss best practices about management, operations, and marketing. Hosted jointly by the LIMRA LOMA Secure Retirement Institute and the Society of Actuaries (SOA), the event will take place in Baltimore, Maryland April 3–5, 2019.

Stephen Goss, chief actuary of the Social Security Administration, will speak about the current and future role of Social Security in retirement planning. Attendees will hear about the level of benefits the program currently provides and the challenges for financing these benefits in the future.

David Levenson, president and chief executive officer of LIMRA, LOMA, and LL Global Inc., will give the opening morning session at the conference. His presentation, The Lines Are Blurring: Key Retirement Trends Shaping Our Industry, will focus on significant trends that are converging and creating opportunities to help consumers achieve retirement security.

Additional speakers include:

  • Former ABC News White House correspondent Ann Compton will discuss her forty-plus years in the newsroom. She will share with attendees the struggle of a hot news cycle and share her observations about current events.
  • Eric Rosenbach, co-director of the Belfer Center at Harvard Kennedy School and former Pentagon Chief of Staff, will discuss the FinTech revolution and the impact it could have on the financial services sector.
  • LIMRA Secure Retirement Institute leaders Todd Giesing, director of annuity research, and Teodor Panaitisor, research analyst, will give a presentation that provides a full overview of the current annuity market and what the future may hold for it.

The LIMRA LOMA Secure Retirement Institute will also hold the conferment ceremony for new Fellow, Secure Retirement Institute (FSRI) designees at the conference. Nearly 500 industry professionals have completed the coursework on the entire retirement planning and income marketplace.

The 2019 Retirement Industry Conference will be held at the Marriott Waterfront in Baltimore and typically attracts more than 400 retirement professionals in product, marketing, distribution and strategy for both retail and institutional markets.

Members of the press are welcome to attend the event at no cost. Please email media contacts below for more details.

For more information and to register online, please visit: https://www.limra.com/retireconf/

Media Contacts

Catherine Theroux, +1-860-285-7787, ctheroux@limra.com
Erica Iorillo, +1-860-285-7875, eiorillo@limra.com
Louis Sklenarik, +1-860-298-3920, lsklenarik@limra.com

Follow us on Twitter: @LIMRANewsCenter

About LIMRA

Serving the industry since 1916, LIMRA, a worldwide research, consulting and professional development organization, is the trusted source of industry knowledge, helping more than 600 insurance and financial services companies in 64 countries. Visit LIMRA at www.limra.com.

About LOMA

Established in 1924, LOMA is committed to business partnerships with over 900 worldwide members in the insurance and financial services industry. LOMA’s goal is to improve company management and operations through quality employee development, research, information sharing and related products and services. Visit LOMA at www.loma.org.

About LIMRA LOMA Secure Retirement Institute

The LIMRA LOMA Secure Retirement Institute provides comprehensive, unbiased research and education about all aspects within the retirement industry to improve retirement readiness and promote retirement security. For information on the LIMRA LOMA Secure Retirement Institute, visit: www.limra.com/sri.