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Karen Terry

Karen Terry - Assistant Vice President and Head of LIMRA Insurance Product Research

Karen Terry – Assistant Vice President and Head of LIMRA Insurance Product Research

Karen Terry leads the Individual Product Research team, developing and implementing LIMRA’s research program for individual life, disability long-term care and critical illness insurance products in the U.S. and Canada.

Under her guidance, her team provides competitive intelligence on product design, customer demographics, industry sales trends and forecasts for the North American individual insurance markets. With over 25 years of insurance product and consumer research experience, Karen is a leading industry expert on industry performance measures to LIMRA staff, member companies, and the media.

She earned her Bachelor of Science in marketing from the University of Maryland.

Experienced leader and research professional with over 25 years of financial services industry experience. I have a broad background of experience in individual insurance industry experience spanning life insurance critical illness, disability, and long-term-care insurance.

My individual product research benchmarking team provides actionable insights and competitive intelligence on product and industry trends, regulatory impacts and other environmental factors affecting the industry such as COVID-19. I also lead the technical team transitioning our life insurance members to our policy-level database LifeCompass program.

Specialties: Broad-based knowledge of individual insurance products; project management; research program management; research design and analysis; SQL database coding and management; staff management (planning, budgeting/expense management; supervision, and related activities); industry forum/study group organizer and facilitator, presenter; media resource

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