LIMRA – Life Insurance Marketing and Research Association

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1990-1A, NAIC Proceedings – NAIC / LIMRA – Universal Life Disclosure Form Focus Group Summary — [BonkNote] — 10p

LOMA, parent organization, LL Global
Robert Kerzner
Year-? – LIMRA – “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>
- searchworks.stanford.edu/view/10006779

1984 – SOA – Rear End Loaded Funds, Society of Actuaries – 22p

1980s

1984 – SOA – 1985-86 Long-term Ordinary Lapse Survey in the United States, Report of the Life Insurance Marketing and Research Association, tsr849 – Society of Actuaries – 14p
- PRODUCT DEFINITIONS
  - Ordinary Term Plans
    - Include:
      - Level term
      - Decreasing term.
    - Exclude: • Term riders.
  - 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.
  - 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.

1990s

1990-1A, NAIC Proceedings – NAIC / LIMRA – Universal Life Disclosure Form Focus Group Summary — [BonkNote] — 10p
1990 – SOA – Responding to the Marketplace of the 1990s, rsa90v16n31 – Society of Actuaries – 18p
- Walter H. Zultowski, Ph.D. is Senior Vice President, Research Operations, for LIMRA International.

2000s

2010s

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
- (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