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Insider Insights
LIMRA and LOMA
23 episodes
1 month ago
Discover LIMRA’s Insider Insights Podcast Series where our experts discuss hot topics and key trends that are influencing the financial services industry
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Management
Business,
Investing
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All content for Insider Insights is the property of LIMRA and LOMA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Discover LIMRA’s Insider Insights Podcast Series where our experts discuss hot topics and key trends that are influencing the financial services industry
Show more...
Management
Business,
Investing
Episodes (20/23)
Insider Insights
Fiduciary Blind Spots: What Plan Sponsors Don’t Know Could Hurt Them
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
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1 month ago
18 minutes 16 seconds

Insider Insights
A Conversation with Jean Chatzky, Fellow, Alliance for Lifetime Income by LIMRA, and founder of HERMONEY.com
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
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1 month ago
16 minutes 33 seconds

Insider Insights
Why They Walk Away: Understanding and Solving Benefit Drop-Off
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
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2 months ago
14 minutes 27 seconds

Insider Insights
Engaging the Next Generation: Rethinking Life Insurance for Young Consumers
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
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2 months ago
15 minutes 4 seconds

Insider Insights
Reimagining Claims with AI and Empathy
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
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3 months ago
22 minutes 18 seconds

Insider Insights
The Leave Leap: Why Absence Management Is the Next Frontier in Workforce Benefits
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
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3 months ago
15 minutes 1 second

Insider Insights
AI That Acts
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
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4 months ago
50 minutes 11 seconds

Insider Insights
Securing Retirement: Annuities, Trends, and What to Know
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
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4 months ago
15 minutes 2 seconds

Insider Insights
Targeting Trust: The Rise of Financial Scams Against the Elderly
Discover LIMRA’s Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
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5 months ago
10 minutes 56 seconds

Insider Insights
Securing Retirement: The Future of In-Plan Annuities
Matt Condos, senior vice president of Retirement Plan Services at Lincoln Financial Gorup and Bryan Hodgens, head of research for LIMRA and LOMA, discuss the evolving role of in-plan annuities in defined-contribution retirement plans
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5 months ago
22 minutes 13 seconds

Insider Insights
Enhancing Financial Wellness Across Populations
Deb Dupont, Assistant Vice President of Institutional Research and Workplace Benefits Research at LIMRA and LOMA, and Kellie Benson-Bray, Member Relations Director at LIMRA and LOMA to discuss opportunities to improve financial wellness across a range of demographics.
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8 months ago
18 minutes 14 seconds

Insider Insights
Insider Insights – a Conversation with Kelley Gay, CMO, OneAmerica Financial
Kelley Gay, Chief Marketing Officer at OneAmerica Financial sits down with Tina Beckwith, Chief Marketing Officer at LIMRA and LOMA, sat down to discuss leadership approaches that empower teams, key qualities of an effective CMO, and the challenges shaping today’s consumers.
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8 months ago
25 minutes 38 seconds

Insider Insights
Meeting the Demand for Financial Wellness in the Workplace
Deb Dupont, Assistant Vice President of Institutional Research and Workplace Benefits Research at LIMRA and LOMA, and Pat Leary, Corporate Vice President of Workplace Benefits Research at LIMRA and LOMA to discuss the importance of financial wellness programs in the workplace benefits space.
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9 months ago
26 minutes 41 seconds

Insider Insights
Career Development in the Digital Age
Amy Ferrero, Head of Customer Care Centers, MassMutual Operations, and Carie Crane, Vice President, Professional Development, LIMRA and LOMA, discuss the evolution of talent management, the impact of remote work, and the importance of developing transferable skills and business acumen for career growth.
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10 months ago
16 minutes 46 seconds

Insider Insights
Data Ready: Preparing for AI
Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and Nelson Lee, Founder and CEO, iLife Technologies candidly discuss the importance of tackling data issues upstream and stress that the value of AI hinges of resolving business problems.
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11 months ago
20 minutes 29 seconds

Insider Insights
Transforming Insurance for the Modern Customer
Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and Jonathan Yoon, Vice President, Head of Marketing – Life, Nationwide, discuss how AI is being leveraged to improve customer engagement, understanding, and personalization.
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1 year ago
18 minutes 5 seconds

Insider Insights
AI Governance: Insights in Insurance
Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and Kelly Coomer, CIO, Sammons Financial Group and Chair of the LIMRA and LOMA AI Governance Group, discuss the purpose and achievements of the group, including tools and frameworks to maximize the business value of AI and promote responsible usage.
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1 year ago
20 minutes 41 seconds

Insider Insights
AI In Insurance: A Level Set
Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and Paul Tyler, Chief Marketing Officer at Nassau Financial Group, level set the state of AI in the insurance industry. **This podcast was recorded while Paul Tyler was CMO at Nassau Financial Group, he has since transitioned to a new role at Zinnia.
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1 year ago
24 minutes 5 seconds

Insider Insights
What is AI and What's Not AI?
Kartik Sakthivel, LIMRA and LOMA’s chief information officer and Nirav Dagli, chief operating officer at Spinnaker Analytics, discuss what qualifies as AI and what doesn’t.
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1 year ago
21 minutes 46 seconds

Insider Insights
Mental Health Benefits and Employee Well-Being
Discover LIMRA's Insider Insights Podcast series where our experts discuss hot topics and key trends influencing the financial services industry.
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1 year ago
15 minutes 16 seconds

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