Shows
Insider InsightsFiduciary Blind Spots: What Plan Sponsors Don’t Know Could Hurt ThemMany 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.
2025-10-2018 min
Insider InsightsA Conversation with Jean Chatzky, Fellow, Alliance for Lifetime Income by LIMRA, and founder of HERMONEY.comIn 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.
2025-10-0616 min
Insider InsightsWhy They Walk Away: Understanding and Solving Benefit Drop-OffIn 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.
2025-09-1914 min
Insider InsightsEngaging the Next Generation: Rethinking Life Insurance for Young ConsumersIn 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.
2025-09-0415 min
Hancock TalksThe AI advantage with Kartik Sakthivel: Saving time & closing more casesIn 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...
2025-08-2917 min
Insider InsightsReimagining Claims with AI and EmpathyKartik 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.
2025-08-1222 min
Insider InsightsThe Leave Leap: Why Absence Management Is the Next Frontier in Workforce BenefitsPat 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.
2025-07-3115 min
Insider InsightsAI That ActsKartik 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.
2025-07-1550 min
Insider InsightsSecuring Retirement: Annuities, Trends, and What to KnowJames 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.
2025-06-2715 min
Insider InsightsTargeting Trust: The Rise of Financial Scams Against the ElderlyRuss 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.
2025-06-1210 min
Prime Life134- How AI Is Changing Aging and Insurance With Kartik SakthivelPeople 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: ...
2025-06-1040 min
AM Best AudioLIMRA/LOMA’s Landry: Insurers Face Urgent Call to Bridge Disability Coverage GapKimberly 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.
2025-06-1013 min
AM Best Audio PodcastLIMRA/LOMA’s Landry: Insurers Face Urgent Call to Bridge Disability Coverage GapKimberly 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.
2025-06-1013 min
Insider InsightsSecuring Retirement: The Future of In-Plan AnnuitiesDiscover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2025-05-2722 min
Insider InsightsEnhancing Financial Wellness Across PopulationsDiscover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2025-03-2418 min
Insider InsightsInsider Insights – a Conversation with Kelley Gay, CMO, OneAmerica FinancialDiscover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2025-03-1125 min
Insider InsightsMeeting the Demand for Financial Wellness in the WorkplaceDiscover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2025-02-1026 min
Insider InsightsCareer Development in the Digital AgeDiscover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2025-01-0616 min
Insider InsightsData Ready: Preparing for AIDiscover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-12-0220 min
Insider InsightsTransforming Insurance for the Modern CustomerDiscover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-11-1818 min
Insider InsightsAI Governance: Insights in InsuranceDiscover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-11-0420 min
Insider InsightsAI In Insurance: A Level SetDiscover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-10-1724 min
Great AspirationsEmpowered: Mike James’ Inspiring Journey to Leadership and PhilanthropyIn 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...
2024-10-1136 minAM Best AudioLIMRA’s Hodgens: US Annuity Sales Hit Record $215 Billion in First Half of 2024Bryan 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.
2024-10-0317 minAM Best Audio PodcastLIMRA’s Hodgens: US Annuity Sales Hit Record $215 Billion in First Half of 2024Bryan 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.
2024-10-0317 min
Insider InsightsWhat 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.
2024-09-3021 min
Insider InsightsMental Health Benefits and Employee Well-BeingIn 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.
2024-09-1815 min
Insider InsightsNavigating AI: Overcoming Challenges and Embracing ImperativesDiscover LIMRA's Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
2024-09-0321 min
Insider InsightsAI: Beginnings and BreakthroughsDiscover LIMRA’s Insider Insights Podcast Series where our experts discuss hot topics and key trends that are influencing the financial services industry
2024-08-1919 min
Insider InsightsPowering Forward: In-Plan Annuities Are Gaining MomentumDiscover LIMRA’s Insider Insights Podcast Series where our experts discuss hot topics and key trends that are influencing the financial services industry
2024-06-2021 minAM Best AudioLIMRA’s Salka: Profitable Growth Presents Top Challenge for Life Insurance ExecutivesAlison 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.
2023-12-1115 minAM Best Audio PodcastLIMRA’s Salka: Profitable Growth Presents Top Challenge for Life Insurance ExecutivesAlison 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.
2023-12-1115 min
Working ForwardHear From Leading Research Firms About What's Next for the Future of WorkIn 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.
2023-11-2854 min
Seguros y másPercepción vs realidad de los seguros de vida en LatinoaméricaGina 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 .
2023-10-0350 minHancock TalksLife Insurance Awareness Month — uncovering new sales opportunitiesWhile 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...
2023-09-2820 min
Spark...On the goLIMRA and the insurance industry with Brent LemanskiHost 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
2023-07-0636 minHancock TalksLife Insurance Awareness Month — get the latest insights on today's clients to grow your salesWe’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
2022-08-2416 min
That Annuity Show144 Charting a New Course for the Industry With Dave LevensonWhat 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...
2022-04-2245 min
Beyond the ChallengeEpisode 26 with David Levenson, President and CEO at LIMRA, LOMA & LLGlobal - A Perspective From the CEO of LIMRAOn 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...
2022-03-0825 min
Crump InsightsAddressing the Life Insurance Coverage Gap Issue with David Levenson, President & CEO of LIMRA, LOMA and LLGlobalThe 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.
2021-11-1521 min
The F WordSeason 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.)
2019-08-2534 min
Tux Weekend7-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.
2017-12-231h 49
Work Your Wealth PodcastThe Financial Risks You Need to Protect with Mark MaurerHOW 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...
2017-05-0130 min