WIXLIB

see Workplace Benefits - AdministrationOutsourcing (Home Office)see Home Office — OrganizationPPersistency 63.00also LapseDatabase Marketing 77.40(also LifeInsurance — Marketing — In-Force ClientsDirect MailReferred LeadsSeminarsPublic Employees DeferredCompensationsee Retirement Plans — Section 457 PlansPersonal Income 20.40QPolicies 66.00Rsee Consumer FinancesDeclined see Policies — Not TakenDelivery 68.30Issuance 68.00Lapse see Lapse; PersistencyLoans 69.00Not Taken 38.72 also ApplicationsReal Estate Investment TrustsRecruiting 80.00Premium Financing 74.40Agents 80.10Centers of Influence 80.15Colleges 80.16Direct Mail 80.17BrokersHome Office Employees 80.40Home Office ExecutivesManagers 80.50MulticulturalWomen also Financial Pros — WomenPreneed Funeral Insurance 55.65Registered Investment Advisors (RIAs)Preferred Provider Organizations (PPOs)37.20 see Health InsurancePreferred Risksee UnderwritingPrivacy(also Technology – Security)Private EquityPrivate PlacementsProduct Developmentsee Market Research — Product DevelopmentProperty-Casualty Insurance 76.00also Cross-Selling; Distribution System icForecastHomeownersNatural DisasterTerrorismProspecting 77.00Centers of Influence 77.20see Financial ProfessionalsRegistered Retirement Savings Plans(RRSPs)ReinsuranceReplacements 81.00also Conservation; Lapse; PersistencyRetail Financial Centerssee Distribution Systems— RetailRetained Asset Accountssee Settlement Options — Money Market AccountsRetentionAgents 96.20Home Office EmployeesManagersRetirement 62.00Attitude and Opinion

Retirement IncomeRetirement Planningalso Employee Benefits — Retirement PlanningEducationRetirement Plans 62.00Administration 62.23Cash Balance PlansContributionsDefined BenefitDefined ContributionFeesGroup 62.20Guaranteed Investment Contracts (GICs)Individual Retirement Accounts (IRAs) 62.30Roth IRAsSimplified Employee Pension (SEP) PlansInstitutionalInvestment EducationInvestmentsLoansMultiemployer 62.40Nonqualified see Compensation — Executives — DeferredPlan DesignPublic Employee Deferred Compensation also RetirementPlans — Section 457 PlansRegulationsRolloversSection 457 PlansSection 401(k) PlansRoth 401(k) PlansSection 403(b) PlansSelf‐Employed 62.70Target Date FundsTaxation see TaxationWithdrawalsReverse MortgageRiders 71.00Risk ManagementSecurities – see InvestmentsLicensing and TrainingSegregated Fundssee International Insurance — North America —CanadaService QualitySettlement Options 70.70Money Market AccountsShort-Term Disabilitysee Health Insurance —Disability – Short TermSimplified Issuesee Life Insurance — Guaranteed IssueSingle Premium Plansalso TaxationSmall Business see Markets — Small BusinessSocial Security 88.00Sole Proprietor Insurancesee Business Insurance — Sole ProprietorshipSolvencysee Life Insurance Companies — Financial ConditionsStatisticsCompany RankingsStop-Losssee Group Insurance — Self‐InsuranceStrategic Alliances 20.70TeamingCovid‐19Structured Settlements 4.00Risk-Based Capital (RBC)Substandard Annuitiessee Home Office — Costs; Life Insurance Companies —Financial Conditions — Risk‐Based Capitalsee Structured SettlementsSsee UnderwritingSavings 20.80also Financial Literacy; Consumer FinancesSection 125Substandard InsuranceSurvivors 8.00See Beneficiaries; Claims

TUTarget Marketing 55.00Underwriting 68.70TaxationVTechnology 18.00AgenciesAgentsAttitude and OpinionBig Data also Customer RelationshipManagement (CRM)FintechHome OfficeInnovation – See InnovationInternetInsurtechMobileSecurity also Privacy [info/cyber security, blockchain, etc]Social MediaSocial Networking 18.00StatisticsWorkplaceTelemarketingVariable Annuitiessee Annuities — VariableVision Insurancesee Workplace Benefits — VisionVoluntary Productssee also Workplace Benefits; Distribution Systems —WorksiteWWholesalers 37.80also Independent Marketing Organizations (IMO’s)Workers’ Compensation 76.90see Marketing Techniques; Contact Centersalso Group Insurance — Health Insurance —Integrated DisabilityThird-Party Administrators (TPAs)Workplace Benefits 83.00 (was Employeesee Group Insurance — Third-Party AdministratorsThird-Party Marketers (TPMs)see Distribution Systems – IndependentTraining 95.00Agents – financial professionalsContinuing EducationSchools 95.29Home OfficeStudy GroupsBrokers 95.30Contact Center RepresentativesHome Office Employees 95.50Home Office ExecutivesManagers 95.70Training Techniques 95.80Travel InsuranceBenefits 37.00)AdministrationAttitude and OpinionDentalDisabilityEmployee Assistance Programs (EAPs)Internet see Technology — WorkplaceHealth InsuranceMedical (Health Savings Accounts are their owncategory)Life InsuranceLong-Term CareSupplemental HealthPurchase ProgramsRetirement Planning also Retirement Plans- InstitutionalTechnology see Technology — WorkplaceWellnessWork/Life ProgramsVisionVoluntary Products – see voluntary products

Archive Appendix1035 Exchanges*see ReplacementsAnnuities and Life Insurance*see Term Insurance*Awards 58.10*Leading Agencies and Agents* 58.20ABAccident and Health Insurance*Bank Premium Payment Plans*see Health Insurance — Accident and HealthAccelerated Death Benefits 70.00Bibliographies*Viatical Settlements*Big Data* see Technology — Big DataAdjustable Premium Plans*Blended Products*see Life Cycle Policies; Universal Life Policessee Combination ProductsAffluent Market*Brokerage Distribution System * 9.00African-Americans*Business Insurance 10.00see Markets — Affluentsee Markets — Multicultural — African AmericansAgencies 2.00see Distribution Systems — BrokerageDeferred Compensation* 10.30 see Compensation —Executives — DeferredBudgeting* 33.12Internet*Employees* 2.20Franchises*Offices* 2.50Supervision see Home Office — Field Supervision*BuyersAgency Meetings* 15.40Career Agency Distribution System*32.00see Contests and ConventionsAgents 3.00* see Financial ProfessionalsAdvisory Councils see Field Advisory Councils*Performance* 3.60Plans* see also Time Management — AgentsSupervision * see Home Office — Field Supervision*Taxation* 92.10Agency Turnover*see RetentionAging* see LongevityAnnuities 4.00Future* see Annuities — ForecastSingle Premium — Deferred* see Annuities —Deferred —Single PremiumSingle Premium – Immediate* see Annuities —Immediate — Single PremiumStatistics* 4.30 see StatisticsCCafeteria Planssee Distribution Systems — CareerCash Management Accounts*Cash-or-Deferred Arrangement (CODA)see Pensions — Section 401(k) Plans*Compensation 16.00Agents 16.10Income*Rebating*Contests and Conventions*(See Financial Professionals - Motivation)Cost-of-Living Policies*Costs*Agency Office* see Agencies — CostsValuation* see Agencies — Costs — ValuationGroup* see Group Insurance — Costs

Home Office* see Home Office — CostsCredit Insurance* 22.00Credit Unions*Customer Relationship Management(CRM) 73.00 Financial Services*DDeath*Direct-Response Distribution System*56.00see Distribution Systems — Direct ResponseDiscount Brokerage* 9.00Distribution Systems 33.22Files and Filing*Financial ProfessionalsMorale*Multicultural (also Diversity)* - see MarketsFinancial Planners* see Financial ProfessionalsFirst-to-Die Policies*GGift Policies*see Charitable GivingGraded Death Benefit Policies*see also Guaranteed Issue*Emerging Distribution Systems*Graded Premium Policies*Dividends* 24.00see Modified Life Policies*Applications see Policy Illustrations*Direct Recognition*Group Distribution System* 55.00EGroup Insurance 37.00Education Insurance* 55.62see Financial Planning — Education PlanningElectronic Commerce 18.00Aggregators*Attitude and Opinion*Products *Statistics*Employee Benefits* 37.00Endowment Policies* 72.20Equity Indexed Products*Annuities* see Annuities — Equity IndexedLife Insurance* see Life Insurance — Equity IndexedEstates*see Financial PlanningFFamily Plans* 72.30Field Advisory Councils* 31.00see Distribution Systems — GroupAccelerated Death Benefits*Automobile Insurance* see Property CasualtyInsurance — AutoCustomer Relationship Management* see Agents —Client RelationsDental* 37.23Health InsuranceCenters of Excellence*Long-Term Disability* 37.20 see Group Insurance —Health Insurance — Disability — Long-TermManaged Care*Quality*Managed Competition*Purchasing Cooperatives (HIPCs)*Short-Term Disability* see Group Insurance —Health Insurance — Disability — Short-TermSection 89*Section 79*Small Groups* see Group Insurance — Small BusinessStatistics* 37.70 see StatisticsHealth*Life*Universal Life* see Group Insurance —Life Insurance — UniversalGuaranteed Issue* 38.00see Life Insurance — Guaranteed Issue;Health Insurance — Guaranteed Issue

HIncome Replacement Plans*Hartford*Insurance Humor*Health CareInsurance Trusts*Reform* see Health Care - PolicyHealth InsuranceBlue Cross/Blue Shield*Disability Insurance 40.40Cost of Living see Cost-of-Living Policies*Disability vs. Death* see Health Insurance —Disability Insurance, pocket insertDisease Management*Future* see Health Insurance — ForecastFutures, pocket insert*Home Care* see Health Insurance — Long-Term CareHospital Indemnity*Persistency of Business*Statistics* 40.90 see StatisticsIntegrated Disability (also Workers’ Compensation)Long-Term Care 63.30Major Medical 40.80Medical Tourism*Medicare 88.50HMO* (also Health Maintenance Organizations (HMOs)Managed Care*Mental Health* see Group Insurance — Health InsuranceMental HealthMedical Savings Accounts* See Health Savings AccountsHome Office 43.00Board of Directors*Buildings*Expenses* see Home Office — CostsField Supervision* 90.20Internet* Technology — Home OfficeManagerial Succession*Objectives*Organization 43.60Group Department*Public Relations Department*Plans* 65.30Home Service Insurance* 41.00Agents*Assistant cs* 41.60Weekly Premium Insurance* 41.80Isee Health Insurance — Disability Insurancesee Life Insurance — TrustsInterest-Sensitive Whole Life Policies*see Life Insurance — Whole — Interest SensitiveInternational Insurance 44.00AfricaAlgeria*Morocco*Nigeria*South desh*Nepal*ASEAN*Indonesia*Iran*Malaysia*Pacific t Asia*Sri Lanka*Taiwan*Thailand*Vietnam*Banks and BankingCaribbeanArubaJamaicaPuerto RicoCentral AmericaCosta RicaEl SalvadorGuatemalaPanamaTrinidad and Tobago*Employee BenefitsEurope(includes Eastern Europe and European Union)

AustriaBalkans*BelgiumBulgariaCroatiaCzech RepublicDenmarkEastern EuropeEuropean RomaniaScandinaviaSlovak RepublicSloveniaSpainSwedenSwitzerlandUnited KingdomFree-Trade Agreements ForecastHealth InsuranceJoint VentureLatin AmericaLife InsuranceMergers and AcquisitionsMicroinsuranceMiddle EastCyprusEgyptIsraelLebanonOman*Saudi ArabiaTurkeyUnited Arab Emirates*North AmericaBermudaCanadaRetirement PlansMexicoPensions* see International Insurance — RetirementPlansU.S. Markets*RegulationsRetirement PlansSocial SecuritySouth ruUruguayVenezuelaStatistics* see StatisticsInternet 18.00AgentsAttitude and OpinionDistribution System* see Distribution Systems —Direct Response — InternetEmployee Benefits* see Technology — EmployeeBenefitsHome Office Functions* see Technology — HomeOfficeProducts*Statistics* see StatisticsJJoint Life Policies*see Life Insurance — SurvivorshipLLapse 63.00Causes*Statistics*Libraries*Library Supplies and Equipment*Licenses* 46.40 see Agents — LicensesNew York State*

Life Insurance 47.00In Force* see Life Insurance — Ownership*Marketing see Markets and MarketingCompetition*Future* see Life Insurance — ForecastLife Insurance Awareness Month (LIAM)* see LifeInsurance — Life Insurance Awareness MonthNumber of Policies*Ownership* see Life Insurance — Buyers and OwnersPar vs. Nonpar*Research*Size of Policy*Statistics* 47.40 see StatisticsGroup* see Group Insurance — Statistics*International *see International Insurance — StatisticsLapse* see Lapse — Statistics*Premiums*TaxationMarkets 55.00Baby-Boom* 55.16 see Markets — Generations —Baby-BoomBusiness *Generation X* 55.18 see Markets — Generations — XGeneration Y* 55.18 see Markets — Generations — YGeneration Z* 55.18 see Markets — Generations — ZInternet Users*Professional* 55.77Rural* 55.74Senior* 55.67 see Markets — Generations — SeniorUnique*Urban* 55.74Medical Tourism*see Health Insurance — Medical TourismMinimum Deposits* 72.84Life Insurance Companies 43.00Anniversaries*Annual Statements (filed separately)*Brand Names and Trademarks* see Advertising —Brand Names and TrademarksDemutualization* see Life Insurance Companies —Corporate Structure — DemutualizationHistory*Minority-Owned*Life Insurance and Inflation*MManagers* 51.00Advisory Councils see Field Advisory Councils*Plans* 65.50Recruiting* see Recruiting — ManagersTraining* see Training — ManagersTurnover* see Retention — ManagersMarket Conduct 3.40Insurance Marketplace Standards Association (IMSA)*Market Research 52.00Territorial Analysis*Marketing Techniques 77.00Approach 85.81*Close 85.83*Daytime 85.10*Objections 85.86*Sales Talks 85.80*Telemarketing 77.80*see Premium FinancingModified Life Policies* 72.50Morbidity*Mortality* 57.00Mortgage Insurance* 76.30see Savings and Loan Associations*Motivation* 58.00see Agents — Motivationsee also Agents — Attitude and Opinion;Agents — Home Office Relations; Awards;Contests and ConventionsMultiple-Line Distribution System* 43.40see Distribution Systems — Multi-Line ;Property-Casualty Insurance; Cross-sellingStatistics*Training*

NNational Health Insurance* 40.50National Service Life Insurance (NSLI)*98.00New York Insurance Law*see Life Insurance Companies — Laws and Legislation—New YorkNo-Load/Low-Load Policies*see Compensation — Agents — Fees; ProductsOOrphan Business* 73.30PPensions* see Retirement Plans — Defined Benefitsee Vital Statistics*Premium Collection* 74.20Premium Payments and Rates* 74.80Preauthorized Check Plans see Bank PremiumPayment Plans*Producer Groups*Production*Agencies* see Agencies — ProductionAgents* see Agents — Performance*Companies* see Life Insurance — Statistics*Products* 72.00see Internet — Products*;Electronic Commerce — Products*Public Relations* 78.00LIFE (Life and Health Insurance Foundationfor Education)*Age Weighted Plans*Maximization*Payments* see Retirement Plans — WithdrawalsPension Trust* 62.50Section 412(i) Plans*Separate Accounts*SIMPLE*Statistics* 62.75 see StatisticsQPensions and Life Insurance*Agents 80.10Advertising* 80.00Present Agents*Minorities* see Recruiting — MulticulturalPPGAs* 80.70 see Distribution Systems —Personal Producing General Agents (PPGAs)Personal Money Management* 20.60see Financial Literacy; Consumer FinancesPersonal-Producing General Agents(PPGAs)* 64.00see Distribution Systems — Personal ProducingGeneral Agents (PPGAs)Policies 66.00RRecruiting 80.00Retirement Income Policies*Retirement Plans 62.00*TaxationRisk ManagementChanges*Inspection*Net Cost to Policyowners* see Dividends*Update*Hurricane Katrina* see Property-Casualty Insurance —Policy Forms*Terrorism* see Property-Casualty Insurance —TerrorismPolicy Illustrations*Risk Selection*Policy Loans* 69.00 see Policies — LoansPopulation*Avian Flu* see Property-Casualty Insurance — EpidemicNatural Disaster

SGroup Life Issued & In-Force*Growth*Lapse Ratio*Money Managers 1995 & 2003*Mutual Companies*Net Admitted Assets (American Banker)*Net Premium*Ordinary Life Issued & In-Force*Surplus*Term Issued & In-Force*Top Ten – Various Measures*Total Benefits Paid*Total Life Issued & In-Force*Wards Property-Casualty and Life-Health*World’s Top Life Insurance Companies*Sales Promotion*Savings Accumulation Policies(Including Coupon Policies)*Savings Bank Life Insurance* 20.60see Banks and Insurance — Life InsuranceSavings and Loan Associations*see Mortgage Insurance*Section 125 Plans*see Cafeteria Plans*, see Workplace BenefitsStockbrokers*Section 529 Plans*Strategic Alliances 20.70see Financial Planning — Education PlanningSecurities* – see InvestmentsLicensing and TrainingSegregated Funds*Manufacturer-Distributor Relationship*Succession Planning*see Agencies — Succession Planning; Markets —Small Business — Succession Planningsee International Insurance — North America —CanadaSurrenders* 91.00Selection* 86.00Survivorship Policies* 72.40Agents* 86.10Managers* 86.50Service QualityMalcolm Baldrige Award*Social Media*see Technology — Social MediaSocial Networking* 18.00see Life Insurance — Surrenderssee Life Insurance — SurvivorshipTTechnology 18.00Emerging*Employee Benefits*Year 2000 Problem*see Technology — Social NetworkingTeleconferencing*Split Life* 72.60Term Insurance* 93.00 see Life InsuranceStatistical Methods*StatisticsCompany RankingsAdmitted Assets*Annual National Underwriter*Asset Distribution*Assets and Growth (American Banker)*Average Policy Issued & In-Force*Canada*Credit Life*Fortune*Fraternals*—TermConversions* 93.30 see Life Insurance —Term —ConversionsDeposit Term*Triple X*Term vs. Permanent*see Life Insurance as an InvestmentTime Management*Agents* 65.10Managers*Training 95.00

AgentsPrecontract* 95.26Retraining* 95.28PPGAs* 95.28UUnderwriting 68.70AIDS* prior to 2004 see Risk Selection — AIDSImpaired* 68.77 prior to 2004see Risk Selection — ImpairedInspection Reports* prior to 2004 see Risk Selection— Inspection ReportsMedical Exams* prior to 2004 see Risk Selection —Medical ExamsNonsmoker Policies* prior to 2004 see Risk Selection— Nonsmoker PoliciesPreferred* prior to 2004 see Risk Selection —PreferredTerrorism* see Property Casualty Insurance —TerrorismVariable Life* 30.80see Life Insurance — VariableVariable Universal Life* 30.90see Life Insurance — Variable UniversalVital Statistics*WWhole Life Policies*see Life Insurance — WholeWills*see Financial Planning — Estate PlanningWomen Agents*see Agents —Women; Recruiting — WomenWorksite Marketing* 83.00Unions 97.00*see Distribution Systems — Worksite; VoluntaryProductsUniversal Life Policies* 72.75Workplace Benefitssee Life Insurance — Universal; Group Insurance —Life Insurance — UniversalPolicy Descriptions*VCafeteria Plans*Domestic Partners*Elder Care *Employee Stock Ownership Plans (ESOPs)*Section 419 Plans*Voluntary Employees’ Beneficiary Association(VEBA)*Updated in April 2020 by LIMRA’s InfoCenter Team infocenter@limra.comKeyKeywords in black are current subjects.Keywords in green are new in 2020.Keywords in blue are no longer current, they reflect re-directs to currentcategories.

2020, LL Global, Inc. All rights reserved.This publication is a benefit of LIMRA membership. No part may be shared with other organizations orreproduced in any form without LL Global’s written permission.

see Real Estate Investment Trusts . LIMRA . 6.00 . Living Death Benefits . see Accelerated Death Benefits . Longevity . Longevity Insurance Widow. see Annuities Women. Long-Term Care . see Health Insurance - Long-Term Care; Workplace Benefits - Long-Term Care . M see Health Insurance . Management . also Home Office — Management . Market .