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LIMRA/LOMA 退休保障专业资格认证简介

本专业资格认证于 2013 年创立,提供全面、中肯的调研和教育服务,涵盖退休行业的各个层面。本专业资格认证也设置论坛,让来自退休行业各个领域的高管能了解及探索退休人员所面临的与退休相关的挑战。SRI(退休保障专业资格认证)的目标是刺激创新并扩大行业合作,帮助民众为退休做好更周全的准备,让退休生活更有保障。

会员资源

调研

运用来自消费者和机构退休市场的调研、可付诸行动的发现,改进的商业战略,并做出关键商业决策。我们的研究团队经验丰富,定期针对退休市场进行定量和定性调研,并有以下特点: 

    Fact-based, not advocacy-based
  • Enhanced by insights from our staff via phone, email, webinars, meetings, and more
  • Designed to help members refine business strategies and frame business decisions
  • Guided by industry leaders
  • Easily accessed anytime, anywhere, from any device

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学习和发展

在现代社会中,公司需要新的思维方式、新的技能和新的能力才能茁壮成长。因为退休保障变成越来越多美国民众最关心的议题,所以您的团队必须了解相关行业的“内涵、缘由和方法”。

会员通过 LIMRA 和 LOMA 一同合作,制定符合成本效益与行业标准的计划:

  • Help new and experienced representatives understand and engage today’s consumers
  • Advance employee understanding of the entire retirement planning and income marketplace, including both retail and institutional
  • Create visionary leaders

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同僚论坛

加入来自行业各领域的同僚,讨论市场趋势、新发生的问题、法规发展、有效的商业实践等各种主题。本专业资格认证主办各式各样的论坛,包括调研小组、圆桌会议,以及仅限受邀请人士才能参加的高阶主管委员会。

目前各团体研讨的主题:

  • Retirement income strategies, financial literacy, and wellness
  • Annuity research, products, marketing, and business intelligence
  • Retirement plan products and services, business intelligence, asset retention and rollover capture, and sales support
  • And more

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产品和服务

我们结合了对行业的深入认识和最新的消费者和行业调研,发展出创新的解决方案。您的销售将会成长、续保率将会提升、品牌将可获得保障,因为我们的产品能让您:

    Attract and engage top talent
  • Evaluate job applicants and onboard new hires
  • Help consumers prioritize and act on their retirement needs
  • Boost sales effectiveness at all stages of the career
  • Gain an objective perspective on your market potential and strategic goals
  • Optimize your sales compensation plan

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与我们联系

Alison Salka, Ph.D.

Senior Vice President and Director of Research

工作电话: (860) 285-7754

asalka@limra.com

Matthew Drinkwater, 博士,FLMI,PCS

助理主管,退休调研

工作电话: (860) 285-7743

mdrinkwater@limra.com