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Industry Strong — March 31, 2021

 

See LOMA.org in a New Light!

Illuminating our members’ professional development journey is at the heart of everything we do at LL Global. We have recently redesigned our LOMA website to provide members with a dynamic, intuitive and user-friendly experience, with easy access to professional development, solutions and services, events and networking, and thought leadership resources. Visit our new site today!

LOMA.org

New This Week — March 31, 2021

▶National Retirement Planning Week:
Financial Wellness

▶New and Improved:
See LOMA.org in a New Light!

▶Upcoming Event:
Retirement Industry Conference

▶Upcoming Webinar:
DOL Fiduciary Rule: Practical Implications for Insurance Carriers

▶Featured Publication:
SRI Review

▶New Research:
Diving Into Leakage Mindsets: Workers' Perspectives on Retirement Plan Withdrawals

Financial Wellness

April — Financial Literacy Month — is just around the corner, and National Retirement Planning Week is quickly approaching (April 12–16). These occasions serve as an important reminder of the valuable work you are doing as you serve your clients and customers, as well as the ways in which we support you with valuable resources through our financial wellness initiative.

Upcoming Conferences

2021 Retirement Industry Conference

5/12/2021 - 6/14/2021

This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends, as well as regulatory issues that impact the retirement industry.

Agenda

2021 Marketing Conference

6/2/2021 - 7/2/2021

The content of this year’s conference is aligned to reflect the evolving customer-centric market and the needs of our industry marketers.

Agenda

Live & On Demand Webinars

Videos showing a lock require a LIMRA.com account. Click "Create Account" in the header to request an account.

DOL Fiduciary Rule: Practical Implications for Insurance Carriers

4/7/2021, 2 - 3 p.m. EDT

This webinar discusses practical implications carriers and service providers should be thinking about as they look to comply with its requirements through the transition period (up to December 20, 2021).

The Annuity INSIDER Report - April 2021

4/14/2021, 12 - 1 p.m. EDT

Todd Giesing and Teddy Panaitisor presented a 2020 annuity market year in review and included expectations for the individual annuity market moving forward.

Pandemics and Predictions: Retirement Plans Industry
 

The global economy and pandemic are transforming the retirement plan industry. Both have accelerated existing trends and created new opportunities. Yesterday's best practices are quickly becoming today's table stakes.

Retirement Research

Diving Into Leakage Mindsets: Workers’ Perspectives on Retirement Plan Withdrawals

What are the key drivers and deterrents of retirement plan leakage?

Banding Together: DC Advisor Views on MEP and PEP Developments and Opportunities

While few advisors are well-versed in multiple employer 401(k) arrangements — the MEP marketplace — most want to learn more about how SECURE opens up this market to them by enabling open MEP arrangements (aka PEPs), creating an opportunity for recordkeepers and other stakeholders to help advisors explore these new market opportunities.

In the House: Exploring Retiree and Pre-Retiree Housing

Assisted living and medical care rank low on pre-retiree and retiree housing resource requirements. Affordability tops their lists, while low maintenance and closeness to family are distant seconds.

Financial Crimes Services and Fraud Prevention Study

LIMRA’s Financial Crimes Services (FCS) and Fraud Prevention study provides the life insurance and retirement services industry with a collective look at the most current data, metrics, and information related to their financial crimes services and fraud prevention programs.

Professional Development

Learning Live Series

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: How Insurers Make Money
Covers basic concepts of financial management for insurers, including how they balance the dual goals of profitability and solvency.
April 14, 1:00 p.m. – 3:00 p.m. ET
Register

Learning Live: Intro to Data Analytics
Describes the strengths, limitations, and challenges surrounding data analytics and the role employees play in supporting analytical efforts.
May 19, 1:00 p.m. – 3:00 p.m. ET
Register

Make 'Cents' of the Retirement Industry!

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.

Invest in Your Future With LOMA Strategic Leadership Programs

Broaden your skill set and engage with leaders across the industry by attending a practical, relevant, virtual program on topics such as innovation, finance, and decision-making.

Featured Publication

SRI Review Number 1, 2021

SRI Review, Issue 1, 2020 focuses on the impact of the SECURE Act, financial wellness in the workplace, preparing for the certainty of uncertainty, and the potential impact of COVID-19 on the annuity industry.

Featured Solutions

NAIC 275 Compliance Courses

Reasonable diligence, care and skill, and in the best interest of the consumer. We've got you covered for NAIC 275.

AnnuityXT

Effectively implement your annuity continuing education program.

Remote PROductivity Toolkit

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

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Create My LIMRA.com Account Now

With your LIMRA.com account you'll have thousands of research reports, industry trends, and data points at your fingertips.

Create My LOMA Learner Profile Now

A LOMA.org Learner Profile enables you to enroll in courses, track your progress, and unlock exclusive members-only content.

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