Press Release

LL Global Hires Membership Relationship Director for Retirement Business

Issued by LL Global, Inc.

Jan. 7, 2021

WINDSOR, Conn. – LL Global, Inc. — the parent company of LIMRA, LOMA, and Secure Retirement Institute® (SRI®) — today announced it has hired Carlo Guerrera as a membership relationship director for its retirement business. He will report directly to David Levenson, president and CEO for LIMRA, LOMA, and LL Global.

Most recently, Guerrera was head of Workplace Strategic Relationships for MassMutual.  He led a team responsible for strategic account and relationship management with key distributors, including investment partners. Prior to working at MassMutual, he held a variety of roles at The Hartford, including leading the wirehouse channel selling mutual funds, annuity, life insurance and retirement plans.

“Carlo is a very experienced and accomplished executive with nearly 20 years of experience in the retirement industry,” Levenson said. “We’re fortunate to attract someone of his caliber to the SRI and I look forward to working with him to support our retirement members at a critical time for our industry and for our country.”

As a membership relationship director, Guerrera will work closely with members in the retirement industry to understand their challenges and provide strategic industry insights to help members address challenges and advance their goals.

Founded in 2013, SRI provides comprehensive, unbiased research and education covering all aspects of the retirement industry. It also offers a forum for senior leaders across the retirement landscape to identify and explore the challenges Americans face surrounding retirement.

About LL Global
LL Global is the non-profit parent company for LIMRA and LOMA. LL Global provides a unified management and board structure for both trade associations. LIMRA and LOMA have a combined membership of nearly 1,200 insurance and financial services companies in 71 countries worldwide.

About LIMRA®  
Serving the industry since 1916, LIMRA helps to advance the financial services industry by empowering nearly 700 financial services companies in 53 countries with knowledge, insights, connections, and solutions. Visit LIMRA at www.limra.com.

About LOMA®
Established in 1924, LOMA helps to advance the financial services industry by empowering more than 900 financial services companies in 57 countries with knowledge, insights, connections, and solutions. Visit LOMA at www.loma.org.

About Secure Retirement Institute®
The Secure Retirement Institute® (SRI®) provides comprehensive, unbiased research and education about all aspects of the retirement industry to improve retirement readiness and promote retirement security. For information on the Secure Retirement Institute, visit: www.limra.com/sri.

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