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LIMRA And LOMA
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Insider Insights
Fiduciary Blind Spots: What Plan Sponsors Don’t Know Could Hurt Them
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.
2025-10-20
18 min
Insider Insights
A Conversation with Jean Chatzky, Fellow, Alliance for Lifetime Income by LIMRA, and founder of HERMONEY.com
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.
2025-10-06
16 min
Insider Insights
Why They Walk Away: Understanding and Solving Benefit Drop-Off
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 today’s workforce and why benefits remain a powerful lever for attracting and keeping top talent.
2025-09-19
14 min
Insider Insights
Engaging the Next Generation: Rethinking Life Insurance for Young Consumers
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, authenticity, and storytelling can help carriers connect with the next generation of policyholders.
2025-09-04
15 min
Hancock Talks
The AI advantage with Kartik Sakthivel: Saving time & closing more cases
In this episode of Hancock Talks, we’re excited to welcome Kartik Sakthivel, CIO at LIMRA and LOMA, and Mike Bellig, our new host. Together, they explore how AI is reshaping the advisor-client relationship, streamlining operations, and helping financial professionals better connect with the next generation of clients. Why you should tune in: Win over Gen Z & Gen Alpha: Discover how AI can help you meet younger generations’ expectations for speed, transparency, and personalization Put the “life” back in life insurance: Learn how AI is shifting the narrative from risk to lifestyle, making conversation...
2025-08-29
17 min
Insider Insights
Reimagining Claims with AI and Empathy
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.
2025-08-12
22 min
Insider Insights
The Leave Leap: Why Absence Management Is the Next Frontier in Workforce Benefits
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 conversation reveals why employers, brokers, and benefits providers must rethink their approach to leave—and fast.
2025-07-31
15 min
Insider Insights
AI That Acts
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.
2025-07-15
50 min
Insider Insights
Securing Retirement: Annuities, Trends, and What to Know
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.
2025-06-27
15 min
Insider Insights
Targeting Trust: The Rise of Financial Scams Against the Elderly
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.
2025-06-12
10 min
Prime Life
134- How AI Is Changing Aging and Insurance With Kartik Sakthivel
People can be unsure of how AI may impact their work, health, and daily lives—especially in complex industries like insurance. In this episode of the Prime Life Podcast, hosts Josef Katz and Mary Crean talk with Kartik Sakthivel, global CIO of LIMRA and LOMA, about how AI is reshaping the insurance industry and what it might mean for consumers and aging populations. From ethical concerns to everyday applications, Kartik offers clear, empowering insights—drawing from his book Byte Into AI—to help listeners better understand and engage with this rapidly evolving technology. Links from show notes: ...
2025-06-10
40 min
AM Best Audio
LIMRA/LOMA’s Landry: Insurers Face Urgent Call to Bridge Disability Coverage Gap
Kimberly Landry, associate research director, workplace benefits research, LIMRA and LOMA, discusses the need for greater awareness and education around disability insurance, and how insurers can help protect consumers from unexpected income loss.
2025-06-10
13 min
AM Best Audio Podcast
LIMRA/LOMA’s Landry: Insurers Face Urgent Call to Bridge Disability Coverage Gap
Kimberly Landry, associate research director, workplace benefits research, LIMRA and LOMA, discusses the need for greater awareness and education around disability insurance, and how insurers can help protect consumers from unexpected income loss.
2025-06-10
13 min
Insider Insights
Securing Retirement: The Future of In-Plan Annuities
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2025-05-27
22 min
Insider Insights
Enhancing Financial Wellness Across Populations
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2025-03-24
18 min
Insider Insights
Insider Insights – a Conversation with Kelley Gay, CMO, OneAmerica Financial
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2025-03-11
25 min
Insider Insights
Meeting the Demand for Financial Wellness in the Workplace
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2025-02-10
26 min
Insider Insights
Career Development in the Digital Age
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2025-01-06
16 min
Insider Insights
Data Ready: Preparing for AI
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-12-02
20 min
Insider Insights
Transforming Insurance for the Modern Customer
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-11-18
18 min
Insider Insights
AI Governance: Insights in Insurance
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-11-04
20 min
Insider Insights
AI In Insurance: A Level Set
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-10-17
24 min
Great Aspirations
Empowered: Mike James’ Inspiring Journey to Leadership and Philanthropy
In this episode, Mike LaMena speaks to Mike James, Executive Vice President and Chief Sales Officer at NFP. Mike is responsible for driving the strategic direction of NFP’s sales organization and also plays an active role in the company’s diversity, equity, inclusion and belonging strategy, serving as a trusted advisor to NFP leaders on related issues. He is an active participant in a variety of industry and community organizations, serving as chair of the Finseca Board of Directors, on the Board of Trustees for Suffolk University and The American College of Financial Services, and on the Board of D...
2024-10-11
36 min
AM Best Audio
LIMRA’s Hodgens: US Annuity Sales Hit Record $215 Billion in First Half of 2024
Bryan Hodgens, senior vice president and head of research, LIMRA and LOMA, said annuity sales surged 19% to $215.2 billion, with fixed index and registered index-linked annuities setting new records, according to LIMRA’s U.S. annuity sales survey.
2024-10-03
17 min
AM Best Audio Podcast
LIMRA’s Hodgens: US Annuity Sales Hit Record $215 Billion in First Half of 2024
Bryan Hodgens, senior vice president and head of research, LIMRA and LOMA, said annuity sales surged 19% to $215.2 billion, with fixed index and registered index-linked annuities setting new records, according to LIMRA’s U.S. annuity sales survey.
2024-10-03
17 min
Insider Insights
What is AI and What's Not AI?
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-09-30
21 min
Insider Insights
Mental Health Benefits and Employee Well-Being
In this episode, Kellie Benson-Bray, Member Relations Director at LIMRA and Kim Landry, Associate Research Director at LIMRA discuss the increasing demand for mental health benefits in the workplace.
2024-09-18
15 min
Insider Insights
Navigating AI: Overcoming Challenges and Embracing Imperatives
Discover LIMRA's Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-09-03
21 min
Insider Insights
AI: Beginnings and Breakthroughs
Discover LIMRA’s Insider Insights Podcast Series where our experts discuss hot topics and key trends that are influencing the financial services industry
2024-08-19
19 min
Insider Insights
Powering Forward: In-Plan Annuities Are Gaining Momentum
Discover LIMRA’s Insider Insights Podcast Series where our experts discuss hot topics and key trends that are influencing the financial services industry
2024-06-20
21 min
AM Best Audio
LIMRA’s Salka: Profitable Growth Presents Top Challenge for Life Insurance Executives
Alison Salka, senior vice president, director of research, LIMRA and LOMA, said life insurance execs name profitable growth and leveraging technology as top challenges; less than a third consider their companies well equipped to meet that challenge.
2023-12-11
15 min
AM Best Audio Podcast
LIMRA’s Salka: Profitable Growth Presents Top Challenge for Life Insurance Executives
Alison Salka, senior vice president, director of research, LIMRA and LOMA, said life insurance execs name profitable growth and leveraging technology as top challenges; less than a third consider their companies well equipped to meet that challenge.
2023-12-11
15 min
Working Forward
Hear From Leading Research Firms About What's Next for the Future of Work
In this episode of Working Forward, we talk with guests from leading research and consulting firms, Ernst & Young and LIMRA/LOMA, about the forces driving the workplace experience today and how they will impact the workforce of tomorrow.
2023-11-28
54 min
Seguros y más
Percepción vs realidad de los seguros de vida en Latinoamérica
Gina Castañeda Gerente de Experiencia y Beneficios para Latinoamerica & Caribe de LIMRA/LOMA nos brindará importante información sobre ¿qué es lo que más inquieta a los latinoamericanos con respecto a las finanzas del hogar y qué eventos las desencadenan? ¿cuáles son las razones y qué canales prefieren para adquirir un seguro de vida? ¿Qué acciones toman para adquirir un seguro de vida? ¿Qué barreras encuentran en ese proceso? Estos y otros temas .
2023-10-03
50 min
Hancock Talks
Life Insurance Awareness Month — uncovering new sales opportunities
While Life Insurance Awareness Month draws to a close, we’re making it easy for you to take advantage of the important insights it provided. Simply tune in to the latest episode of Hancock Talks, where we are joined by Elizabeth Caswell, Research Director, LIMRA and LOMA, and host Carly Brooks, Head of Advanced Markets at John Hancock as they dive into a timely discussion that can help you:Prospect to different types of clientsRecognize barriers to the purchase decisionUnderstand your clients’ needs and uncover new opportunitiesSee how demographics impact the buying process Motivate clients to ma...
2023-09-28
20 min
Spark...On the go
LIMRA and the insurance industry with Brent Lemanski
Host Nicole Crawford is joined by Brent Lemanski, AVP and Executive Director at LIMRA and LOMA Canada. They discuss the role LIMRA plays in the industry and go a little bit deeper into some recent trends, including the role of the pandemic on insurance sales, some predictions for the future of the industry and so much more. To see our full legal disclaimers, please visit ivari.ca/podcast
2023-07-06
36 min
Hancock Talks
Life Insurance Awareness Month — get the latest insights on today's clients to grow your sales
We’re kicking off Life Insurance Awareness Month with insights from Lai-Sahn Hackett, Corporate Vice President of Insurance at LIMRA and LOMA. With a focus on the details research reveals about consumers' awareness of life insurance today — and what that means to us as we talk with clients — we explore:The latest on client perceptions about life insurance What are the biggest opportunities in today’s life insurance market How financial professionals can capitalize on the unmet need for life insuranceTips and talking points for building trusted client relationships
2022-08-24
16 min
That Annuity Show
144 Charting a New Course for the Industry With Dave Levenson
What role should an industry association play to support the growth of the life insurance and annuity business? This week's guest, David Levenson has invested a lot of time of energy answering this question. As President and CEO of LIMRA, LOMA & LLGlobal, Dave has redefined the mission, structure, and operations of our major industry association during a period of crisis and rapid change. Today, he gives us an update on the group's future direction and his perspective on major industry trends. Also, do you want to get regular updates on news about guests of our show? Go to https://thatannuityshow...
2022-04-22
45 min
Beyond the Challenge
Episode 26 with David Levenson, President and CEO at LIMRA, LOMA & LLGlobal - A Perspective From the CEO of LIMRA
On the latest episode of our podcast, “A perspective from the CEO of LIMRA,” we interviewed David Levenson, President and CEO for LIMRA and LL Global. David is responsible for leading one of the world’s largest associations of life insurance and financial services companies across 71 countries. Prior to joining LL Global, Levenson was a principal at Edward Jones and served on its management committee from 2015-2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartfo...
2022-03-08
25 min
Crump Insights
Addressing the Life Insurance Coverage Gap Issue with David Levenson, President & CEO of LIMRA, LOMA and LLGlobal
The pandemic raised awareness about insurance, while advances in technology have dramatically improved the application, underwriting and delivery of policies. In spite of that progress, a majority of Americans are still without life or long term care insurance altogether, or have a significant coverage gap. In this episode, LIMRA President & CEO David Levenson joins us to discuss this important issue, and share what LIMRA is doing to assist carriers and financial advisors in marketing life insurance products.
2021-11-15
21 min
The F Word
Season 1 | BONUS EPISODE 29: Amanda Dumas with Life Office Management Association (LOMA)
On today's BONUS episode of The F Word, Sheryl Brown is speaking with Amanda Dumas, CLTC, ALMI, ACS with Life Office Management Association (LOMA). As the Member Solutions Manager with LOMA, Amanda works closely with organizations, such as Females and Finance, on their continuing education needs in the financial services community. In today's chat we will discuss: -Why does continuing education matter in financial services? -How do LOMA and LIMRA work together? -Who pursues more designation in 2019? (Stay tuned - the answer might surprise you.)
2019-08-25
34 min
Tux Weekend
7-Jeff Shaw – Executive Director of Life Insurers Council
Jeff has served as the Executive Director of the Life Insurers Council since March 2008. The LIC is a council of LOMA and also part of LIMRA. The LIC focuses on providing resources to serve the unique needs of smaller life insurance companies. Their mission is to help companies improve performance through shared excellence […] The post 7-Jeff Shaw – Executive Director of Life Insurers Council first appeared on 1&Done Training.
2017-12-23
1h 49
Work Your Wealth Podcast
The Financial Risks You Need to Protect with Mark Maurer
HOW CAN INSURANCE HELP ME? This week I sat down with the President & CEO of Low Load Insurance Services, Mark Maurer. Mark joined Low Load Insurance Services (LLIS) in 2003, assumed the role of president in 2008, and CEO in January, 2013. He earned his CFP® designation in 2006, his bachelor’s degree in business and finance from Emory University’s Goizueta Business School in Atlanta, Georgia, and his MBA from University of Florida’s Warrington College of Business. Mark is a member of the National Association of Insurance and Financial Advisors, and a popular speaker for financial organizations includin...
2017-05-01
30 min