Webinar - SPIAs & DIAS - A Case for Growth - Replay

SPIAs & DIAs – A Case For Growth

Date: Wednesday, October 19, noon – 1 pm ET

Replay

Fueled by demographic, regulatory, technological, and economic trends, the demand for guaranteed lifetime income is growing. In particular, there is an increasing market appeal for the long under-appreciated single-premium immediate annuity (SPIA) and its more recent manifestation, the deferred income annuity (DIA). And while headwinds persist, market dynamics are converging to bolster the category. Against this backdrop, CANNEX and LIMRA Secure Retirement Institute partnered on an industry experience study. Twenty-two manufacturers shared three years of recent buyer data. Judy will share those results and discuss the factors affecting their growth.

Presenter:

Judy Zaiken, CVP & Research Director, LIMRA Secure Retirement Institute

Judy Zaiken, CLU, ChFC, is Corporate Vice President and Director of LIMRA’s Secure Retirement Institute. Judy is responsible for the development and execution of LIMRA’s retirement research agenda, which covers both institutional and retail businesses.

Prior to joining LIMRA in 2014, she was responsible for annuity product strategy and business development for MassMutual Financial Group. She also was head of market research for MassMutual’s Retirement Income division and directed the life company marketing organization’s customer research, lead generation and market analytics team.

A career insurance professional, Judy specializes in applying keen market and consumer understanding to the design, packaging and distribution strategies of insurance-based savings and income products. In addition to her CLU and ChFC designations, Judy has been certified as a Retirement Management Analyst® by RIIA® and a Registered Financial Gerontologist by the American Institute of Financial Gerontology.

RMA® Reminder:

Note that attendance at the webinar (or its replay) counts towards required CE for RIIA’s RMA® designation.  One webinar = 1 hour of credit.

For RIIA institutional members, all employees within the company are RIIA members and can take advantage of this member benefit.

Special Thanks to:

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