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A Year of Insight and Impact: 2025 in Review and Beyond

Author

David Levenson, DBA, FSA, CFA
President and Chief Executive Officer
LIMRA and LOMA

December 2025

As 2025 draws to a close, I’d like to highlight several key initiatives that we took on at LIMRA and LOMA. From expanding our membership and deepening engagement to launching new tools and celebrating industry milestones, our work continues to be shaped by an important goal: to protect families, empower communities, and elevate the future of financial security.

A New Chapter

One of the most significant developments this year was bringing the Alliance for Lifetime Income (ALI) under the management of LIMRA and LOMA, which we finalized in late summer.

Now operating as the Alliance for Lifetime Income by LIMRA, the program continues to play a crucial role in informing and engaging consumers, financial professionals, and policymakers about the value of incorporating guaranteed lifetime income into retirement strategies.

Since its founding in 2018, the Alliance has played a pivotal role in reshaping public perception of annuities. With the Alliance for Lifetime Income by LIMRA now part of our organization, we’ve expanded our ability to promote retirement security and financial wellness across all key constituents — a powerful step forward in amplifying industry impact.

Advancing Knowledge and Leadership

Professional development is a core part of work at LIMRA and LOMA. This year, we expanded our Industry Advantage platform to include over 230 just-in-time learning courses and 17 curated learning paths — including a new course focused on account takeover fraud.

Earlier this year, Industry Advantage was honored with a Gold HCM Excellence Award for “Best Association Professional Development Program” from the Brandon Hall Group for the second consecutive year, recognizing its innovation, effectiveness and impact. Since its launch in 2024, more than 33 companies have implemented Industry Advantage, with over 24,800 courses completed.

Our Finance for Insurance Leaders program has received wonderful feedback from member companies. This year we led 10 two-day sessions and expect that demand will continue to grow in 2026.

Our Strategic Leadership Experience (SLE) program, which we do in partnership with Wharton Executive Education, graduated its second cohort in August and launched an alumni network to foster continued growth. The Class of 2028, our fifth cohort, is already on track to sell out.

These initiatives reflect our commitment to developing the next generation of leaders and aligning learning with our members’ strategic needs.

Insights That Drive Decisions

From January to December, we published over 200 research deliverables, including updates to the Insurance Barometer Study and BEAT Study. New research explored in-plan annuities, AI investment strategies, and financial wellness.

LifeCompass and AnnuityCompass, our robust, interactive platforms, now cover nearly 90 percent of the life industry and 80 percent of the annuity industry, respectively. Experience Studies Pro, developed with the Society of Actuaries, provides important insights across key insurance lines, with five studies released this year. Seven studies are set to be completed and released in 2026 under our subscription program.

Strengthening Connections and Collaboration

We hosted 10 successful member conferences in 2025 — highlighted by our Annual Conference in Orlando, which attracted 1,100 industry leaders, our largest crowd since 1979.

Our advisory boards — representing life insurance, annuities, workplace benefits, retirement plans, and Canada — continue to guide our work, alongside 100 active committees and study groups. We also offer over 20 CxO committees, with new committees for chief information officers, chief compliance officers, and chief operations officers planned for 2026.

The Artificial Intelligence Governance Group (AIGG), now comprising around 160 senior leaders, published foundational papers along with practical tools, templates and standards to guide responsible AI adoption across the insurance value chain.

Industry-Focused Solutions

Our Applied Research Solutions team completed several consortia studies, including research on generational wealth transfer, Asian American annuity buyers, and small business. The team has also completed several custom projects.

Trustworthy Selling, our award-winning sales effectiveness training program, continues to deliver results — with participants seeing an average increase of 25 percent in productivity across the board — from retention to new clients and more.

For more than 50 years, our compensation studies have delivered trusted, industry-specific data to help insurance and financial services companies benchmark compensation levels. Our annual surveys focus on roles commonly found in home and head offices, providing actionable insights to our members so they can recruit, retain and reward top talent in a rapidly changing marketplace.

We also announced the launch of FraudShare 2.0 in partnership with Verisk, a next-generation fraud detection platform that uses real-time analytics to protect member companies. Since its inception, FraudShare has excelled in helping members detect and prevent known third-party account takeover (ATO) fraud. In 2026, FraudShare 2.0 will raise the bar by leveraging Verisk’s intelligent automation, advanced analytics, and third-party data to proactively identify fraud in real time.

Looking Ahead to 2026

As we close out 2025, we do so with optimism and gratitude. The progress we’ve made together — through shared insights, strategic collaboration, and a commitment to innovation — sets the stage for continued impact in the year ahead.

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