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.
“Financial wellness” dominates industry headlines — and has become a buzzword for advisors, employers, benefit companies, and retirement firms. But what does financial wellness really mean?
LL Global — in cooperation with PwC and executives from member companies — created a task force to address this essential question. Coming up with a working definition of financial wellness — being confident in your financial situation, able to withstand unexpected expenses, and enjoy a financially secure future — was just the first step.
This ongoing financial wellness initiative will provide:
We encourage you to become part of the financial wellness conversation! Learn more about consumer needs and industry opportunities on our financial wellness resource page.
In our latest LIMRA Unplugged episode Alison Salka, Ph.D., senior vice president and head of LIMRA Research, chats with Yanela Frias, president of Prudential Retirement, about the challenges pre-retirees are facing and how the industry is working to guide them toward financial wellness.
3/10/2021 - 3/11/2021
The agenda is now available for the 2021 Customer Experience Conference! Check it out today to see what topics we'll be taking a deep dive into and what discussions you'll be able to participate in. Plus — sessions and related materials will be made available in the on-demand library, for you to explore at your leisure — before, after, or during the conference.
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.
AgendaVideos showing a lock require a LIMRA.com account. Click "Create Account" in the header to request an account.
Yesterday's differentiators are quickly becoming today's table stakes. This webinar will discuss how markets, products, and distribution are evolving to meet new challenges.
The political landscape shifted in early 2021. The Georgia elections gave Democrats control of the Senate, and the Biden administration has been sharing their regulatory priorities. How will this affect legislative and regulatory issues related to retirement?
The shift in political power will affect the insurance and annuity industry. Bryan Keene and Chris Gaston from Davis & Harmon shared their thoughts on the future of regulation and legislation.
Are investors more satisfied with their full service, fee-based financial advisors than investors working with other advisors?
Three-quarters of DC advisors have been forced to reconsider how they engage with their clients in the face of new restrictions on their business.
Where does retirement stand in the battle of workers’ financial priorities?
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.
Learning Live: Annuities
A high-level introduction to how annuities work, helping you understand their various features and benefits, and sales trends.
March 17, 1:00 p.m. – 3:00 p.m. ET
Register
Learning Live: How Insurers Make Money
Covers basic concepts of financial management for insurers, including how they balance the dual goals of profitability and solvency.
April 16, 1:00 p.m. – 3:00 p.m. ET
Register
Today's disruptions make it important to understand how your company makes money. Knowledge of the financial aspects of the retirement industry can equip you to take on new challenges and responsibilities. The new SRI 240 — Profitability in the Retirement Business can give you a "big picture" view of the financial aspects of the retirement business so you can be successful in your role. Details and enroll.
3/17/2021 11:00 AM - 12:00 PM ET
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.
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.
Don't let distractions stand in the way. Ensure your employees and leaders are RemotePROs.
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.
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.
