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Retirement Solutions

For Employer Sponsored Plans, Retirement Income, Retirement Rollovers.

As the trusted source for industry knowledge, LIMRA provides you with the research and business solutions to grow your share of the retirement market. We offer integrated support that can help you achieve your business objectives through consulting on strategic issues, product development, marketing programs and channels for distribution. We can also provide customized business intelligence regarding the changing consumer and regulatory environments. We offer training and development programs, compliance resources, and networking opportunities to connect you with the right people and information. You can rely on us to provide retirement market solutions you can trust,

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Opportunities to Connect
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Opportunities to Connect

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LIMRA committees provide discussion forums, networking activities, and the opportunity to help guide LIMRA’s research agenda. Most committees are also responsible for planning and conducting LIMRA annual conferences. Committee involvement helps professionals stay in touch with industry issues and their peers.

Study Groups are small, issue-specific meetings that provide members with opportunities to discuss emerging industry issues, network with peers and learn from expert industry speakers. Study Groups generally meet from one to two days and are included in LIMRA membership dues.

Our 2012 peer discussion opportunities include:

  • Leaders in Retirement Plan Services
  • Product Development and Marketing of Retirement Income Products
  • In-Plan Guaranteed Income Products
  • Asset Retention and Rollover Capture
  • Strategic Planning and Business Intelligence for the Retirement Market
  • The Not-for-Profit Market
  • Retirement Plan RFP and Sales Support  

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Retirement Research Analysis
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LIMRA’s experienced Retirement Research team regularly conducts both quantitative and qualitative research on the retirement market. Findings offer insight into pre-retiree financial preparedness, the extent to which financial advisors are creating retirement income plans for their clients, and retiree attitudes about the financial challenges they face. Recent research, which will continue in 2012, also identifies several important opportunities for retaining plan participant assets (or capturing those assets if they roll into an IRA) using new targeting and messaging strategies.

In addition, LIMRA conducts quarterly benchmarking studies for the 401(k) and not-for-profit markets. Members of the Retirement Research team are always available to answer questions regarding research methodology or to discuss their analysis of the data. There is no cost to members for published research or for access to the Retirement Research team.

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Protect your brand, ensure suitability, and monitor sales practices. RCAP is a tested and proven methodology for gathering feedback from clients who have recently purchased one of your products, such as an annuity or IRA rollover product. This post-purchase survey data enables you to identify potential problems and take prompt corrective action; or, if necessary, provide in any litigation that you actively monitor sales practices and no issues were identified. You receive regularly scheduled reports with industry benchmarking data as well as insight into client satisfaction with their purchase experience. RCAP is a cost-effective approach to protect your most important asset, your brand.

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Call Center personnel are the face of your company with customers. They play a critical role in determining client satisfaction and helping your organization to retain or capture assets. Selecting the right people for the job can impact your brand and financial results. LIMRA can help you:

  • Select the candidates who are most likely to success and more likely to pass any required licensing examination.
  • Provide the training needed to deliver exceptional service to customers approaching or in retirement.
  • Benchmark your service delivery results to other financial services providers, giving you a way to identify strengths and challenges, and a way to measure programs.

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AnnuityXT

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The NAIC’s latest model regulation is setting new rules for the road to annuity sales. The requirements are clear: before the sale, certify that sales representatives have received four hours of annuity CE training plus company-specific product information. LIMRA’s new AnnuityXT, powered by Pinpoint Global Communications, gives you the power and control you need to meet these requirements. It gives you a proven, high-performance platform to implement any four-hour CE training program you choose. Equally important, producers who have already completed required CE training can simply upload proof of completion!

AnnuityXT has all the options you need to deliver the right just-in-time training to producers, then monitor and report completion in real time.

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Strategic Partners

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LIMRA has assembled a pre-eminent group of strategic partners to help members in the retirement market to achieve specific objectives including operational efficiency and advisor productivity (LPL Customer Clearing Services); enhanced revenue through automated rollover services (Wealth Management Systems), expansion of product line-up (S&P Indices), optimization of social media (Socialware); effective preparation for licensing exams (STC) and improved client satisfaction (DST Retirement solutions).

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Trustworthy Selling approaches the selling process from a different perspective, combining three critical aspects of selling: consumer and industry research, field-tested sales skills, and buy psychology. Partnering with the Hoopis Performance Network, LIMRA has developed a sales training program that offers a conscious, competent approach to understanding buyer psychology. Using that knowledge, producers can be more effective, bridge the trust gap, understand client needs, support consumers with their purchasing decisions, and improve their sales results.

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Our SMART suite of services enables you to design, develop, or enhance your social media strategy – specifically for the retirement market. Whether you are just starting out, or looking to get to the next level, LIMRA can help. Services include strategic consulting, benchmarking of your social media initiatives to a peer group, ensuring regulatory compliance, creating content, measuring return on investment, and records maintenance. We can also train wholesalers to use social media as a business-building tool, or help you to develop a program that will enable the financial advisors you work with to use social media to grow their practice. Please contact us to discuss your social media goals for 2012.

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