Insider Insights Podcast
Discover LIMRA’s Insider Insights Podcast Series where our experts discuss hot topics and key trends that are influencing the financial services industry.
Episodes
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Insider Insights Podcast
Recent Episodes
Insider Insights Podcast: Targeting Trust — The Rise of Financial Scams Against the Elderly
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.
Insider Insights Podcast: Securing Retirement — The Future of In-Plan Annuities
Matt Condos, senior vice president of Retirement Plan Services at Lincoln Financial Group and Bryan Hodgens, head of research for LIMRA and LOMA, discuss the evolving role of in-plan annuities in defined-contribution retirement plans.
Insider Insights Podcast: 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.
Insider Insights Podcast: 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 to discuss leadership approaches that empower teams, key qualities of an effective CMO, and the challenges shaping today’s consumers.
Insider Insights Podcast: Meeting the Demand for Financial Wellness in the Workplace
In this episode, 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, discuss the importance of financial wellness programs in the workplace benefits space.
Insider Insights Podcast: Career Development in the Digital Age
In this episode, 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.
Insider Insights Podcast: Data Ready — Preparing for AI
In this episode, 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 on resolving business problems.
Insider Insights Podcast: 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.
Insider Insights Podcast: AI Governance — Insights in Insurance
In this episode, 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.
Insider Insights Podcast: AI in Insurance — A Level Set
In this episode, 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.
Insider Insights Podcast: What is AI and What is Not AI?
In this episode, 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.
Insider Insights Podcast: Mental Health Benefits and Employee Well-Being
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.
Insider Insights Podcast: Navigating AI — Overcoming Challenges and Embracing Imperatives
In this episode of the Insider Insights podcast, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA, and John Keddy, LazarusAI, provide insights into the challenges and imperatives of AI in the insurance industry.
Insider Insights Podcast: AI — Beginnings and Breakthroughs
In this episode of the Insider Insights podcast, Kartik Sakthivel, Chief Information Officer, LIMRA and LOMA and John Keddy, LazarusAI, discuss relevant AI topics including historical roots, current applications, rapid adoption, and the critical importance of AI and its growing influence.
Insider Insights Podcast: Powering Forward — In-Plan Annuities Are Gaining Momentum
In the inaugural episode of the Insider Insights podcast, John Carroll, SVP, Member Relations and Sales for LIMRA and LOMA, and Bryan Hodgens, Corporate Vice President, Distribution and Annuities for LIMRA and LOMA, discuss how in-plan annuities are gaining momentum in the industry.
Related Resources
Powering Forward: In-Plan Annuities Gain Momentum
In-plan annuities are seeing an uptick in adoption as a growing number of workers have limited access to traditional defined benefit (DB) pensions.
Financial Wellness
Explore critical insights on improving consumer financial health and the importance of comprehensive wellness programs that address multiple aspects of consumers' lives
Navigating the AI Landscape: The Current State of the Industry (Infographic)
The Financial Services Sector is undergoing transformative growth and evolution driven by advancements in Artificial Intelligence (AI) and Generative AI (GenAI). The explosive growth of AI has shifted time, attention, and resources as companies work to make the most of the opportunities AI presents.
An Increasing Demand for Mental Health Benefits
Seventy-five percent of workers say they have experienced at least one mental health challenges either sometimes or often during the past year. What benefits solutions can employers offer to support employee mental health?
Artificial Intelligence
Stay up to date on valuable topics related to Artificial Intelligence (AI) in the insurance and financial services industry.
AI That Acts: Discover the Future of Insurance
6/25/2025, 1 - 2 p.m. EDTAs we move deeper into 2025, the convergence of artificial intelligence and human-centric automation is rapidly reshaping the insurance industry. In this can't-miss webinar, we'll dive into one of the most talked-about trends of the year: Agent and Agentic AI. Register2025 Supplemental Health, DI & LTC Conference to Focus on Innovation and Growth
Industry leaders to discuss helping more employers achieve holistic protection.