Industry Strong — February 24, 2021

New This Week Help Protect Our Families Upcoming Conferences Professional Development Webinars Insurance Research Featured Publication Solutions

New and Subscribe

▶New Industry Campaign: Help Protect Our Families: Closing the Life Insurance Coverage Gap

▶Upcoming Event: 2021 Compliance and Financial Crimes Conference

▶Featured Research: Recruitment and Testing Trends in the COVID-19 Downturn

▶Featured Courses: New Topics Available for Learning Live Series

▶Featured Research: IRC Section 7702 Changes: More Than Meets the Eye

▶Featured Solution: Anti-Money Laundering (AML) Training

We’ve customized Industry Strong based on the topics most important to you! Update the form below to pick which version(s) you would like to receive.

Closing the Life Insurance Coverage Gap

The COVID-19 pandemic has increased Americans' anxieties around their physical and financial security. At this pivotal moment, our industry has an opportunity and obligation to help more families secure the financial protection they need.

Eight associations — LL Global, ACLI, Finseca, LIDMA, Life Happens, MDRT, NAIFA, and NAILBA — have launched an industry-focused campaign to create awareness and drive education about the life insurance coverage gap in the United States. Together, we are leveraging our organizations’ unique expertise and resources to support life insurers and financial professionals as they help Americans get the life insurance coverage they need to protect their loved ones.

The Help Protect Our Families landing page offers consumer insights, best practices, thought leadership, and social media content to download and share with colleagues, clients, and consumers.

Join us for the related webinar: The Future of Life Insurance: Reimagining the Industry for the Decade Ahead.

Help Protect Our Families

David Levenson, LL Global President & CEO explains the new initiative to help improve life insurance coverage in the United States.

Watch the Video

Upcoming Conferences

3/26/2021 - 4/26/2021

We have expanded the scope and name of our conference to encompass the real-world threats and compliance issues we are facing today. The Regulatory Compliance Exchange has evolved, expanded, and been renamed the Compliance and Financial Crimes Conference.

Agenda

4/14/2021 - 5/12/2021

This cross-functional, virtual event provides the opportunity to learn from and interact with those across all segments of the life insurance industry. We’ll cover the important issues and identify strategies that will shape the industry's future.

Agenda

Professional Development

Short, Facilitated, Virtual Sessions Expand Knowledge

New Topics Now Available!

Join your industry peers in our Learning Live Series! In each virtual session, expert instructors explain key concepts and lead interactive discussions to clarify understanding. The series covers a range of topics specific to the life insurance and financial services industry. New sessions include How Insurers Make Money, Intro to Data Analytics, and Intro to Artificial Intelligence.

Navigate Your Path to Success With This Short Webinar!

3/17/2021 11:00 AM - 12:00 PM EST
Join us for an overview of LOMA Associate-level programs, course requirements, and how you can easily earn multiple designations by taking a few courses. Hear from LOMA’s Amanda Dumas, ACS, ALMI, ASRI, CLTC as she shares her learning journey. More AYK Webinars.

Get Started With Your Certificate in Insurance Fundamentals

LOMA’s Certificate in Insurance Fundamentals is a great way to build insurance business knowledge quickly, even in today’s work-from-home environment. The two courses in this program are available in a highly interactive format with self-proctored integrated exams. LOMA 291 — Improving the Bottom Line: Insurance Company Operations has recently been revised to reflect how technology is changing life insurers’ operating model in areas such as underwriting, distribution, and customer engagement. Learn more and enroll in LOMA 291.

Live & On Demand Webinars

The Future of Life Insurance: Reimagining the Industry for the Decade Ahead

3/9/2021, 1 - 2 p.m. EST

As we look ahead to the future of life insurance and annuities, what are the trends that will continue to shape the industry? What changes have we seen over the last year that will persist post-COVID-19?

5 in 15: What’s on the Minds of External Wholesalers?

3/16/2021, 1 - 1:15 p.m. EDT

This webinar will share five key findings in 15 minutes from a recent survey of external wholesalers on how they are thinking about the future including support and training needs, travel expectations, virtual communication, and much more.

Changes to Internal Revenue Code 7702

In this webinar you’ll learn more about the reason for the change, a high level overview of the effect on universal life and whole life as well as other short- and long-term implications for life insurer carriers.

The Impact of COVID-19 on Life Insurance Customer Experience

In this webinar, LIMRA and BCG will highlight findings from research examining the experiences across the customer journey for individuals who purchased and managed life policies after the onset of the pandemic.

Go Beyond the Webinars

The Impact of COVID-19 on Life Insurance Customer Experience

Take a deeper dive on this topic by exploring The COVID-19 Effect: High Tech With Human Touch to Optimize Life Insurance Customer Experience.

Canadian Wholesaling: Where’s the Puck Going?

To learn more about the changes to IRC 7702, explore the research IRC Section 7702 Changes: More Than Meets the Eye.

Insurance Research

Consumer Sentiment in the Time of COVID-19 (January 2021)

How has consumer sentiment and confidence in the financial services industry changed during the pandemic?

IRC Section 7702 Changes: More Than Meets the Eye

What do the changes to the interest rate assumptions in the Internal Revenue Code Section 7702 Definition of Life Insurance really mean?

2019 Canadian Life Insurance Ownership Series

The 5th wave of this valuable tracking study, providing updates on historical trends and profiles of the life insurance market in Canada.

Featured Publication

MarketFacts: Your RESOURCE for Industry Insights — Number 1, 2021

Issue number 1-2021 of our revamped flagship magazine — MarketFacts: Your RESOURCE for Industry Insights — explores industry trends and executive perspectives on 2021, reflections on the current environment, as well as current trends in insurance, workplace benefits, retirement, professional development, and the ongoing virtual work.

Solutions

Remote PROductivity Toolkit

Don't let distractions stand in the way. Ensure your employees and leaders are RemotePROs.

Anti-Money Laundering (AML) Training

Compliance is a big deal. Trusting the source for AML training shouldn’t be. New user-centered improvements and updated content.

Trustworthy Selling

Effectively train and retain your sales professionals to increase their productivity and success in the industry.

FraudShare

The neighborhood watch for financial services enables companies to defend against account takeover (ATO) schemes with easy, secure, real-time access to incident and threat indicator data with real-time email alerts.