As an example of RIIA’s Intellectual Property (IP) and value-kit for members, the Procedural Prudence map℠ (PPm℠), is a summary mapping of the more than 100 levels of service documented in the RMA® designation’s body of knowledge. RIIA members, RMA graduates and RMA students have access to the latest version of the map and to RIIA’s thought leadership that drives updates to … {…}
Webinar: SPIAs & DIAs – A Case For Growth – October 19
SPIAs & DIAs – A Case For Growth
Date: Wednesday, October 19, noon – 1 pm ET
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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.
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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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