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Stay Current. Stay Informed.
We're here to help you navigate the rapid pace of change within our industry. We provide the education, information, and peer networking you need to make strategic and tactical decisions that set a course for continued success.
This annual study from LIMRA and Life Happens focuses on the attitudes and behaviors of American adults with regard to life insurance.
This study offers insights to provide direction for carriers looking to successfully connect with young consumers and assist in fulfilling their insurance coverage needs.
Find out what motivates younger investors as they balance competing needs while building their early wealth. New Executive Summary — Future-Focused Investing: Financial Goals and Preferences of Emerging Affluent Investors.
Over recent decades, numerous fundamental shifts have influenced the structure of the American family. Within the life insurance landscape specifically, these changes present modern and meaningful implications for consumer needs and expectations.
Workplace Benefits Topics
Explore employees' attitudes and opinions about workplace benefits and employment in general.
Explore key megatrends shaping the current and future state of the workforce benefits market.
New to the series! A Closer Look: Exploring Employee Perspectives on Benefits and the Workplace provides a high level overview of the 2024 BEAT Study: Benefits and Employee Attitude Tracker.
3/19/2025, 1 - 1:30 p.m.On-Demand Webinar — This exclusive webinar is designed for financial service professionals dedicated to providing financial wellness resources to diverse populations. We'll highlight unique financial challenges faced by various groups, such as higher stress levels due to caregiving responsibilities and inadequate insurance coverage.
Highlighting the practices, activities, and attitudes of advisors across affiliation and other characteristics, this series explores key findings on how advisors position annuities and provide retirement income planning to their clients. New content!
Explore the perceptions, attitudes, behavior, and financial conditions of retirees and non-retired workers as they navigate the retirement journey.
Are defined contribution plan sponsors interested in offering in-plan annuities?
Take a deeper dive into which features were selected with annuity products.
Stay up to date on valuable topics related to Artificial Intelligence (AI) in the insurance and financial services industry.
Fixed-rate deferred (FRD) annuities experienced significant growth in 2023. As sales reached record levels, a new challenge emerged for the industry: the massive inflow of contracts and how carriers would process them.
Human resource executives have recognized the differences in today’s working landscape.
Record sales, resilient demand, and favorable demographics point to steady annuity momentum in 2026 – 2028. See the drivers, product trends, and actions to take next.
With longevity rising, FPs are uniquely positioned to address the disconnect by helping clients rethink retirement needs. FPs’ leadership can drive needed change.
How do association partnerships spark smarter decisions? Burlingame, managing director, head of USB Enterprise Strategic Relationship Management, shares her thoughts.
From premium financing to market volatility, new dynamics are emerging in life insurance. Prepare your business now to succeed in a changing and complex environment.
Market forces are pushing plan sponsors toward decisive derisking actions. Gain timely insights into what’s driving momentum — access the full industry breakdown.
