Insider Insights

Many clients know how to save for retirement but not how to turn those savings into income. In this episode, Tina Beckwith and personal finance expert Jean Chatzky discuss how advisors can help close this critical planning gap, build retirement confidence, and create more valuable client conversations through earlier, income-focused planning.

Financial advice today requires more than technical expertise. In this episode, Tina Beckwith and John Carroll explore how empathy, emotional intelligence, and trust have become essential advisor skills, particularly when serving widows, divorced women, and clients navigating major life transitions.

The coming wave of widowhood and wealth transfer represents $54 trillion in money in motion—and a critical opportunity for financial professionals. Suzanne Norman, Fellow at the LIMRA Retirement Income Institute shares practical strategies for helping women navigate widowhood with confidence and clarity.

Today's retirees face challenges that go far beyond market volatility. This discussion between Tina Beckwith and John Carroll explores how to use storytelling, family history, and income planning to help clients navigate uncertainty, address their biggest retirement concerns, and build lasing confidence through a clear plan of action.

Retirement planning is evolving beyond markets and savings, as health risks and age-related changes in decision-making increasingly shape long-term financial security. In this episode, Tina Beckwith and Chris Heye explore how longevity, cognitive shifts, and rising healthcare costs are redefining retirement and why simplifying finances and protected income solutions can help build more resilient o...

Rebecca Dunne, EVP of Affiliated Distribution at National Life and Tina Beckwith CMO for LIMRA and LOMA discuss the how addressing the life insurance talent shortage and protection gap by expanding the role of women in the industry can drive stronger consumer connections and business growth

Today, we're excited to have with us Bryan Hodgens, head of research at LIMRA and David Blanchett, head of retirement research at Prudential to discuss Prudential’s 2025 Global Retirement Pulse survey and what it reveals about the growing gap between how confident people feel about retirement and the concrete steps they’ve actually taken to prepare.

Many plan sponsors don’t realize they’re fiduciaries — and that misunderstanding can lead to compliance risks and missed opportunities. In this episode, we explore the most common fiduciary blind spots, why they matter, and how service providers can help sponsors strengthen oversight and governance. Tune in for practical insights that can elevate your plan management strategy.

In this episode, host Tina Beckwith, LIMRA's Chief Marketing Officer, engages with award-winning financial journalist and HerMoney founder Jean Chatzky on the distinct challenges women encounter in retirement—from wage gaps and caregiving interruptions to the rising demand for protected income solutions like annuities.

In this episode, we dive into the top reasons employees opt out of workplace benefits —including the disconnect between protection and perceived value, cost concerns, generational shifts, and product-specific trends that influence benefit decisions. From affordability to education, we unpack strategies that help employers boost utilization and retention. Plus, we spotlight the biggest unmet needs...

In this episode of Insider Insights, LIMRA’s Severine Suski and Steve Wood explore how life insurers can better engage young adults aged 24–35. Drawing from recent qualitative research, they discuss the barriers young consumers face, the emotional hurdles in purchasing life insurance, and the evolving role of social media in financial education. From TikTok to YouTube, discover how humor, authenti...

Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA, sits down with Brent Williams, Founder and CEO, Benekiva, to explore how AI is transforming the insurance claims process. From automating document summarization to redefining human roles through “humanomation,” they discuss how technology can enhance, not replace, the human touch in moments that matter most.

Pat Leary, Corporate VP of Workplace Benefits Research at LIMRA and LOMA, unpacks key findings from the 2025 Harnessing Growth in Workforce Benefits study. We explore why absence and leave management is rapidly evolving from a compliance task to a strategic imperative. From rising employee expectations to the growing complexity of state mandates and the push for integrated solutions, this conversa...

Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA, Nelson Lee, Founder, Infras (formerly iLife Technologies), and John Keddy, VP Insurance Strategy and Solutions, Lazarus AI dive into one of the most-talked about trends of the year — Agent and Agentic AI.

James Caparosa, Director of Insurance Sales at Nasdaq, sits down with John Carroll, Senior Vice President and Head of Annuities at LIMRA, to explore the vital role annuities play in retirement planning and long-term financial security. 

Russ Anderson, Head of Fraud Prevention and Compliance Solutions at LIMRA and LOMA, as he talks about the latest fraud trends happening within the industry during his conversation with AARP’s Senior Advisor for Fraud Prevention, Jessica Prell.

Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.