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Insider Insights

LIMRA and LOMA 29 Episodes Aug 19, 2024

Insider Insights is a podcast series from LIMRA and LOMA where their experts discuss hot topics and key trends affecting the financial services industry. Each episode offers insights and analysis aimed at professionals working in insurance, retirement, and related fields. The show highlights research, industry developments, and practical perspectives from LIMRA subject matter experts.

Episodes

AI: Beginnings and Breakthroughs Aug 19, 2024 19:12 Discover LIMRA’s Insider Insights Podcast Series where our experts discuss hot topics and key trends that are influencing the financial services industry

The Human Side of Financial Advice Aug 21, 2026 19:20 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.

Powering Forward: In-Plan Annuities Are Gaining Momentum Jun 20, 2024 21:47 Discover LIMRA’s Insider Insights Podcast Series where our experts discuss hot topics and key trends that are influencing the financial services industry

The $54 Trillion Widow Opportunity Jul 28, 2026 25:14 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.

The Retirement Fears Clients Don’t Always Share Jul 16, 2026 23:50 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.

How Health and Decision-Making Can Affect Retirement Stability Jun 15, 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 Apr 30, 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 Mar 17, 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 Oct 20, 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 Oct 6, 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.

Engaging the Next Generation: Rethinking Life Insurance for Young Consumers Sep 4, 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

Why They Walk Away: Understanding and Solving Benefit Drop-Off Sep 19, 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

Reimagining Claims with AI and Empathy Aug 12, 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 Jul 31, 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 Jul 15, 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 Jun 27, 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 Jun 12, 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 May 27, 2025 22:13 Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Insider Insights – a Conversation with Kelley Gay, CMO, OneAmerica Financial Mar 11, 2025 25:38 Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Enhancing Financial Wellness Across Populations Mar 24, 2025 18:14 Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Meeting the Demand for Financial Wellness in the Workplace Feb 10, 2025 26:41 Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Career Development in the Digital Age Jan 6, 2025 16:46 Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Data Ready: Preparing for AI Dec 2, 2024 20:29 Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Transforming Insurance for the Modern Customer Nov 18, 2024 18:05 Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

AI Governance: Insights in Insurance Nov 4, 2024 20:41 Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

AI In Insurance: A Level Set Oct 17, 2024 24:05 Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

What is AI and What's Not AI? Sep 30, 2024 21:46 Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Mental Health Benefits and Employee Well-Being Sep 18, 2024 15:16 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.

Navigating AI: Overcoming Challenges and Embracing Imperatives Sep 3, 2024 21:28 Discover LIMRA's Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.

Insider Insights

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