Insights & Trends
Insurance | Annuities | Workplace Benefits
Information Center Briefs| Quick Queries
Insights and Trends
Insurance
Beyond the Basics: Why Human Advice Still Wins in Life Insurance
In an age of AI tools and digital self-service, consumers still overwhelmingly turn to financial professionals for trusted, personalized guidance — especially when life insurance decisions get complex.
Annuities
Timing is Everything: How Outreach Drives Out-of-Plan Retention
Discover how the method and timing of plan provider contact can significantly influence rollover decisions and out-of-plan asset retention.
Workplace Benefits
Workplace Life Insurance Sales Show Strong Growth in Third Quarter 2025
Carriers wrote more than $3.37 billion in 2025 total new annualized premium sales through September, a 3% decrease over the same period of 2024.
Information Center Briefs
LOMA Login Required
Annuity Tech Platforms: What Do Carriers Use?
One of LOMA's committees has recently conducted several surveys about the technology environment and platforms utilized in insurers' annuity operations areas.
Financial Wellness Benefits for the Workforce: New Offerings
Several providers — from traditional benefits carriers to fintechs — have introduced new financial wellbeing tools to the workforce market.
Quick Queries
Management Titles
Quick Query, Management Titles, Compensation Committee, October 2025.
Medical Underwriting Teams
Quick Query, Medical Underwriting Teams, Compensation Committee, October 2025.
Spot Bonuses Beyond Incentives
Quick Query, Spot Bonuses Beyond Incentives, Compensation Committee, October 2025.
or LOMA's Information Center at infoctr@loma.org.