Today's Advisory Career

LIMRA Seeking 25 Rising Stars Under 40

Contest will accept nominations to recognize excellence in retirement planning

WINDSOR, Conn., May 2, 2016—As part of its 100th anniversary celebration, LIMRA is accepting nominations for 25 rising stars in retirement under age 40 in the financial services industry.

“By 2040, there will be more than 80 million retirees in the United States, and most will need help from our industry to ensure they enjoy a financially secure retirement,” said Robert A. Kerzner, president and CEO, LIMRA, LOMA and LL Global. “Today’s retirement professionals are creating the messages, tools, products and services that engage current and future retirees.”

In 1934, LIMRA (known then as LISRB) first conducted a study on annuity products, examining current practices and sales at the time. The study was designed to provide members with actionable insights into the growing annuity market and its future.

Today, LIMRA Secure Retirement Institute conducts a number of studies every year, examining various aspects of the annuity market and the broader retirement market throughout the world. These studies, along with member feedback, examine consumers’ financial needs and priorities to provide valuable information to the industry.

The Best In The Business

Today’s retirement professionals are creating the messages, tools, products and services that engage current and future retirees

“From asset management firms, banks and broker dealers to insurance carriers, record keepers, wealth management companies, and TPAs, we want to showcase the best retirement professionals across the industry,” said Kerzner. “I look forward to seeing a great mix of nominations for the industry’s future retirement leaders.”

LIMRA member company employees under age 40 (born after May 2, 1976) who have a role in retirement are eligible. All nominations should include a description of why the nominee is a rising star and a high-resolution photo. To nominate someone, please fill out the form at

The deadline for entries is 5 p.m. Eastern May 31, 2016. A panel of judges will review entries and notify the winners.

Connect with Catherine Theroux, 860-285-7787, or Mark Morris, 860-285-7875, for details.



Since 1916, LIMRA, a worldwide research, learning and development organization, has been the trusted source of industry knowledge, helping more than 850 insurance and financial services companies in 64 countries. To learn more about LIMRA’s 100th anniversary celebration, please visit