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NGM principal Chris Bailey shares insights from three “waves" of DC advisor research, exploring advisor expectations and adjustments to the COVID and market crises of 2020, comparing results from March, May, and September.
Challenges remained in the second half of 2020 with the effects of the global pandemic continuing to impact the annuity market. Please join Todd Giesing and Teddy Panaitisor as they review the impacts to the individual annuity market in the third quarter, and the expectations for the future. Registration is open to LIMRA members only.
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As the impacts of the rapid change from the COVID-19 pandemic were felt throughout the United States, the annuity market was not immune.
Learn how employers see the coronavirus pandemic impacting their benefit strategies and what this means for the insurance and retirement benefits marketplace.
The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.
Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.
The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.
Tap into the power of the industry’s first database of annuity buyers and owners.
The COVID-19 pandemic and recent regulatory changes have greatly impacted retirement savings. Gain insights for your own retirement planning while you learn more about the industry you work in, by enrolling in SRI 131 — Planning for a Secure Retirement. Enroll in SRI 131 by November 20 for a chance to win one of two $50 (or local currency equivalent for international members) Amazon gift cards. Enroll.
Learning Live: Annuities is a high-level introduction to how annuities work, helping you understand their various features and benefits, and sales trends. Learn from our expert instructor and ask questions in this live, interactive session on March 17, 2021, 1:00 p.m. – 3:00 p.m. ET. Space is limited, so register now! Details and enroll.
As we near the end of 2020, it's a great time to think about professional development goals. LOMA's Fellow, Secure Retirement Institute™ (FSRI™) can provide you with a solid foundation of retirement knowledge. With the new testing format for SRI 500 — Transforming Retirement Security, the entire FSRI program can be completed online — no need for a proctored exam! Enroll in a course today and finish out the year strong! Details and enroll.
Take your first step towards a solid based of retirement industry knowledge with SRI 111 — Retirement Fundamentals. Recently revised, SRI 111 has been updated to cover the evolution of the retirement system and the regulations that affect it, as well as the SECURE Act of 2020. Enroll today so you can deliver the support and solutions your customers need. Details and enroll.
Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q2 2024 GLIMPSE data.
This quarterly survey benchmarks Canadian pension sales and member activity.
It's almost here — November 15 – 21, 2020. Be prepared for it with information, solutions, and research.
SRI Review Number 2-2020 explores topics relevant to the retirement industry in the current environment, including emergency savings accounts, tax flexibility, consumer trends, advisor and sponsor attitudes and actions, the SECURE Act, diversity, and fraud.
With your LIMRA.com account you'll have thousands of research reports, industry trends, and data points at your fingertips.
A LOMA.org Learner Profile enables you to enroll in courses, track your progress, and unlock exclusive members-only content.