LIMRA and LOMA

Insider Insights

Business EN ↓ 26 episodes

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

Author

LIMRA and LOMA

Episodes

How Health and Decision-Making Can Affect Retirement Stability Video 15.06.2026 23:28

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...

Closing the Gap: How Women Are Reshaping the Future of Life Insurance 30.04.2026 21:05

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

From Confidence to Commitment: Closing the Retirement Readiness Gap 17.03.2026 21:37

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.

Fiduciary Blind Spots: What Plan Sponsors Don’t Know Could Hurt Them 20.10.2025 18:16

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.

A Conversation with Jean Chatzky, Fellow, Alliance for Lifetime Income by LIMRA, and founder of HERMONEY.com Video 06.10.2025 16:33

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.

Why They Walk Away: Understanding and Solving Benefit Drop-Off 19.09.2025 14:27

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...

Engaging the Next Generation: Rethinking Life Insurance for Young Consumers 04.09.2025 15:04

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...

Reimagining Claims with AI and Empathy 12.08.2025 22:18

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.

The Leave Leap: Why Absence Management Is the Next Frontier in Workforce Benefits 31.07.2025 15:01

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...

AI That Acts 15.07.2025 50:11

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.

Securing Retirement: Annuities, Trends, and What to Know 27.06.2025 15:02

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. 

Targeting Trust: The Rise of Financial Scams Against the Elderly 12.06.2025 10:56

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.

Securing Retirement: The Future of In-Plan Annuities 27.05.2025 22:13