LIMRA - Life Insurance Marketing and Research Association
- 1990-1A, NAIC Proceedings - NAIC / LIMRA - Universal Life Disclosure Form Focus Group Summary --- [BonkNote] --- 10p
- LOMA, parent organization, LL Global
- Robert Kerzner
- "Trends in Life Insurance Ownership" study - <WishList>
- Our research generally indicates that the public can be best described as conservative and risk aversive when it comes to financial matters...
- ... but perhaps the most remarkable finding has been the stability of the public's financial needs and concerns over the years.
-- Walter Zultowski, not a member of the Society, is Director of Economics and Consumer Research at LIMRA.
1980 - SOA - Product Innovation - Response to Consumer Needs in the 1980's, Society of Actuaries - 14p
- ...recent study produced by LIMRA entitled "Universal Life, Product and Compensation Design"-<WishList>
1984 - SOA - Rear End Loaded Funds, Society of Actuaries - 22p
- 1984 - SOA - 1985-86 LONG-TERM ORDINARY LAPSE SURVEY IN THE UNITED STATES, Report of the Life Insurance Marketing and Research Association, Society of Actuaries - 14p
- PRODUCT DEFINITIONS
- Ordinary Term Plans
- Include:
- Level term
- Decreasing term.
- Exclude: • Term riders.
- Include:
- Ordinary Permanent Plans
- Include:
- Level-premium whole life: continuous pay and limited pay
- Variable life.
- Exclude:
- Universal life
- Interest-sensitive whole life
- Endowments
- Policies that are combinations of whole life and term plans
- Modified premium plans.
- Include:
- Interest-Sensitive Whole Life (Sometimes Called Current-Assumption Whole Life)
- Include:
- Whole life plans that credit cash values with current interest rates. Premiums may be level, may vanish, or may be adjusted periodically.
- Exclude:
- Universal life.
- Include:
- Ordinary Term Plans
- PRODUCT DEFINITIONS
- 1990-1A, NAIC Proceedings - NAIC / LIMRA - Universal Life Disclosure Form Focus Group Summary --- [BonkNote] --- 10p
- 1990 - SOA - Responding to the Marketplace of the 1990s, Society of Actuaries - 18p
- Walter H. Zultowski, Ph.D. is Senior Vice President, Research Operations, for LIMRA International.
- 2012 - LIMRA / McKinsey - Highlights from the 2012 LIMRA-McKinsey Experienced Financial Advisor Study - 37p
- 2015 0610 - LIMRA - Nine in Ten Consumers Believe Their Financial Advisor Puts Their Interests First - [link]
- Year-? - LIMRA - Spotlight on Advisors: Consumer Perception - <Wishlist>
- 2015 - LIMRA - The 2015 Life Insurance Conference - 16p
- Conference partners LIMRA, LOMA, the SOA, and the ACLI
- (p9) - 4.3 Life Insurance Illustrations — A Reality Show
- Watch as a reality show unfolds. Our panel will conduct a series of mock quarterly meetings between Product Development, Risk Management, Information Technology, and Marketing/ Management departments as they collaborate to support a company’s illustration requirements. Our panel role plays issues including compliance, testing, user needs, risk management,
and new product and in-force support as challenges, deadlines, resource constraints, professionalism, industry practices, and conflicting priorities are all thrown into the mix. Attendees gain a broader perspective of issues being faced by companies. - TIM CARDINAL, FSA, MAAA, CERA, Principal, Actuarial Compass; Donna Megregian, FSA, MAAA, Vice President and Actuary, RGA; DAVID SCHRAUB, FSA, MAAA, CERA, AQ, Staff Fellow, Joint Risk Management and Investment Sections, Society of Actuaries
- Watch as a reality show unfolds. Our panel will conduct a series of mock quarterly meetings between Product Development, Risk Management, Information Technology, and Marketing/ Management departments as they collaborate to support a company’s illustration requirements. Our panel role plays issues including compliance, testing, user needs, risk management,
- (p9) - 4.4 Marketing of Indexed UL
- Indexed Universal Life sales have more than quadrupled since the mid 2000s.
- Despite the complexity of IUL, sales have steadily gained market share.
- How are carriers marketing and reaching consumers with this complex product.
- How are consumers being educated on IUL terminology and intricacies?
- This session gives carrier insights into what works and what doesn’t work.
- KIM HIGGINS, FLMI, AARC, ChFC, Vice President, Head of Market Intelligence, Voya Financial; DAVID ROSUCK, CLU, Vice President, Strategic Marketing and Communications, Pacific Life Insurance Company
- 2017 0817 - LIMRA / FACI - Robert A. Kerzner, President & CEO LIMRA, LOMA & LL Global - 56p
LIMRA - Life Insurance Quiz