Sales Enablement Tools

EmpoweringOurMembersDeck_2025Update.pptx

Member Presentation Video Training Guide: https://limra-1.wistia.com/medias/cnum1evqvz

Interactive Online Brochure: https://info.limra.com/empowering-our-members

0235-2024_CapabilitiesBrochureUpdate-Canada_031224_MS_v1.pdf

0235-2024_CapabilitiesBrochureUpdate-Generic_031224_MS_v1.pdf

0235-2024_CapabilitiesBrochureUpdate-GreatLakes_031224_MS_v1.pdf

0235-2024_CapabilitiesBrochureUpdate-Kevin_031224_MS_v1.pdf

0235-2024_CapabilitiesBrochureUpdate-Northeast_031224_MS_v1.pdf

0235-2024_CapabilitiesBrochureUpdate-Ron_031224_MS_v1.pdf

0235-2024_CapabilitiesBrochureUpdate-South_031224_MS_v1.pdf

0235-2024_CapabilitiesBrochureUpdate-West_031224_MS_v1.pdf

0235-2024_CapabilitiesBrochureUpdate-WPB_031224_MS_v1.pdf

1224-2024_MemberBenefitFactSheetUpdate-Ron_v3-meta.pdf

1339-2023 Member Benefit Fact Sheet Update_Canada_al_v3.pdf

1339-2023 Member Benefit Fact Sheet Update_GreatLakes_al_v3.pdf

1339-2023 Member Benefit Fact Sheet Update_Northeast_al_v3.pdf

1339-2023 Member Benefit Fact Sheet Update_South_al_v3.pdf

1339-2023 Member Benefit Fact Sheet Update_West_al_v3.pdf

1339-2023 Member Benefit Fact Sheet Update_WPB_al_v3.pdf

 

Member Executive Announcements-by Month 2025.docx

LIMRA and LOMA Account Instructions

Monthly Content Feeder

Monthly Content Feeder Research Summary Slides.pptx

2024 Member Survey slide for promotion.pptx

Copyright Sharing Content From the Internet.pdf

11.2.23 The Upsides Marketing Strategy - SPG 2.pptx (Internal Use Only)

2023 InfoCenter Flyer LIMRA.pdf

2023 InformationCenter Flyer LOMA.pdf

2023 InfoCenters Flyer_Combined.pdf

Combined InfoCenter Brochure.pdf

Research-Taking the Mystery out of “LIMRA Research” (Lunch & Learn_Dec 2023)-Deck (Internal Use Only).pptx

Member Executive Announcements-by Month 2024.docx

8-9-24_Prudential 2023 CommitteeAndStudyGroupEngagementsReport.pdf

Discovery Calls_Cheat Sheet.pdf

2024insurancetalenttrends.pdf

2025 Individual Life Sales + Forecast Webinar.pptx

DLRT Inside the Intermediary 4..0 Final.pptx

2024 Preliminary Life Market Sales.pptx

Turning the Ownership Ceiling Into the Floor_2025 Update.pptx

Life Insurance Sales Presentation.pptx

Life Insurance Sales Infographic.pdf

Nationwide Key Wholesaling Findings 062024.pptx

2023 US Financial Professional Survey Presentation.pptx

The Art and Science of Wholesaling - Executive Summary.pptx

2024_Barometer Presentation _ May 9.pptx

Five Insights Into the Evolution of Distribution.pptx

Gen Z and Millennials.pptx

Sales Enablement - Final (Dave) 2024 AC Navigate With Confidence Significant Opportunities Ahead.pptx

Annuity XT slide.pptx

2024 FY Annuity Sales + Forecast Webinar Presentation - Copy.pptx

2024 FY Preliminary Annuity Market Sales.pptx

Annuity Sales Infographic.pdf

Annuity Sales Presentation.pptx

Sales Enablement - Final (Dave) 2024 AC Navigate With Confidence Significant Opportunities Ahead.pptx

WPB Sales Infographic.pdf

WPB Sales Presentation.pptx

1368_Employee Insights Presentation Final.pptx

Canada_Best of 2024 Content.pptx

RightChoice slides_2024.pptx

2025_RightChoice Battlecard.pdf

Sales Presentation 1.15.25.pptx

2023 Assessments Pricing Sheet Design-RightChoice_al_v2.pdf

2024_RightChoice Battlecard.pdf

CareerView Recruiter Candidate Sample Report.pdf

CollaboRate Recruiter Candidate Sample Report.pdf

LeaderPersona Recruiter Candidate Sample Report.pdf

LearningStyles Recruiter Candidate Sample Report.pdf

PSI Recruiter Candidate Sample Report - high.pdf

Resource Hub Updates 8.6.2024.docx

SalesPersona Recruiter Candidate Sample Report.pdf

SuccessPredictor Recruiter Candidate Sample Report.pdf

2024_LOMA_Asset_battlecard.pdf

HO Employee Assessments with Descriptions Slide_final.pptx

HO Employee Assessments Slide_Final.pptx

Assessment Products Grid_Home Office.pdf

Assessment Products Grid_Producers.pdf

2024_RetentionIndex.pdf

RightChoice System Flyer.pdf

1355-2023 Assessments Pricing Sheet Design-HomeOffice_al_v2.pdf

Home Office Assessment Flyer

Home Office Employee Assessments.pptx

0783-2023 Entry Level flyer_an_v4_meta.pdf

0783-2023 Performance Skills Index flyer_an_v4_meta.pdf

0783-2023 REPevaluator flyer_an_v4_meta.pdf

0959-2023 SkilTrak Home Office Assessment Flyer Infographic_meta.pdf

1233-2023 SelectWrite_Home Office Assessment Flyer_an_v2_meta.pdf

Performance Skills Index Assessment Overview Final.pptx

2025 AML Battle Card_Producer.pdf

2025_AML for Home Office Battlecard.pdf

2025 JANUARY sales training.pptx

Competitive Intelligence - AML.xlsx

2024 AML Battle Card_Producer.pdf

2024_AML for Home Office Battlecard.pdf

AML for Home Office Internal Scenarios and Response Battlecard.pdf

AML for Home Office with notes.pptx

AML for Producers Internal Scenarios and Response Battlecard.pdf

AML for Producers with speaker notes.pptx

VRS with Speaker Notes.pptx

0701-2024_FraudShareFlyer_v3-meta.pdf

FraudShare Battle Card

FraudShare presentation 8.18.22

LDEx Battle Card

0991-2024 Updated text to 0596-2024 TS Modular Flyer_al_v2.pdf

Dave Porter Baystate Trustworthy Testimonial.pdf

Polly Buted Trustworthy Testimonial.pdf

The Soft Skills Gap - LIMRA MarketFacts Article.pdf

TS - FSCP Transfer of Credit Flyer.pdf

TS 2.0 Flyer.pdf

TS 2.0 Virtual Classroom Marketing Flyer.pdf

TS flyer.pdf

TS Virtual Classroom Services and FAQs.pdf

TS2 - Module Descriptions - updated.pdf

TS-SkillSet Product Sheet - 2024 - Final.pdf

10 Principles for Maximizing Sales Success.zip

2024_SkillSet sales presentation_final_cobrand.pptx

Skillset-Final-REV.pdf

FINAL_SkillSet eml template for sales wjl input.docx

1321-2023 2024 Trustworthy Selling Pricing Sheet_al_v3.pdf

2024_SkillSet Battlecard wjl input.pdf

2024_Trustworthy Selling Product Line Battle Card.pdf

TS 2.0 Sales Playbook - Generic 2024.pptx

2024 TS Marketing Presentation - ENTERPRISE US.pptx

2024 TS Product Line Pricing Schedule FINAL.pdf

2024_Trustworthy Selling Full Program Battle Card.pdf

2024_Trustworthy Selling Modularized Battle Card.pdf

0312_Talking Points for Experience Studies Pro_03.27.23.docx

Product Descriptions.docx

Hire to Retire Sales Story_v5.pptx

EDGE Enterprise Client Onboarding Playbook.pdf

EDGE Marketing Flyer.pdf

EDGE Wholesaler Curriculum.pdf

Enrolling Cadence - Developing Leaders.pdf

Enrolling Cadence - Emerging Leaders.pdf

Enrolling Cadence - Growing Leaders.pdf

1-Marketing Kit_Consortia Q2 2024.docx

0603-2024 ARS Case Studies_v2__LTC.pdf

0603-2024 ARS Case Studies_v2__Product_Market.pdf

October Applied Research Solutions_MRDs Final 10.30.23.pptx

 

LIAC Conf Promo Slide.pptx

2024 Annual Conference Recap.pptx

Sales Enablement - Final (Dave) 2024 AC Navigate With Confidence Significant Opportunities Ahead.pptx

Canadian Conference 2024 Final.pptx

IA_FAQs rev 11.12. 24.docx

Industry Advantage Renewal FAQs consolidated 11.5.24 final.docx

Industry Advantage Heat Map_Current Month.xlsx

Heat Map Proposal Overview.docx

2024 Ed Rep Survey Summary Highlight of Results.pdf

Battle Card_Industry Advantage_Final.pdf

Industry Advantage Sales Story_8.27.24_final.pptx

2025 Industry Advantage Flyer Pricing.pdf

Battle Card_Finance for Insurance Leaders.pdf

Thrivent HR LIMRA LOMA Presentation.pptx

Strategic Leadership Experience Flyer 2025.pdf

Industry Advantage Free look--Sales Team.docx

Insurance Immersion Sales Story_1.9.24_final.pptx

2024 Professional Development Story_with appendix_final.pptx

American College Knowledge Hub v. IA.pptx

FL update_Nov 2023.pptx (Internal Use Only)

Industry Advantage Monthly Update Nov 2023.docx (Internal Use Only)

Battle Card_Industry Advantage_June 2023_Final.pdf

Industry Advantage Sales Story

IA Course Catalog as of 2023.07.06

CIF vs. IA.pdf

IA-MRD-MSD Preparation.pptx (Internal Use Only)

IA-Salesforce Opportunity Process.docx (Internal Use Only)

Industry Advantage Course Catalog (loma.org)

IA Intro Email Template_Sales.docx

Empower Your Team Through Industry Knowledge[ONLINE].pdf

Battle Card_Strategic Leadership Experience.pdf

Distinguish Yourself Infographic (loma.org)

Learning For You-Accounting and Finance.pdf

Learning For You-Actuarial.pdf

Learning For You-Claims_meta.pdf

Learning For You-Compliance and Legal.pdf

Learning For You-Contact Center_meta.pdf

Learning For You-Human Resources_meta.pdf

Learning For You-Information Technology_meta.pdf

Learning For You-Policy Services_meta.pdf

Learning For You-Retirement_meta.pdf

Learning For You-Sales and Marketing_meta.pdf

Learning For You-Underwriting.pdf

Linked in Learning --IA Comparison 5-31-24.xlsx

Battle Card_Industry Advantage_Final.pdf

IA Customer Facing Roadmap.pdf

CIF Buyer Survey Summary final 3-26-24.docx

Academic Credit FAQ's .docx

Insurance Immersion Personas_v3.pptx

Battle Card_Insurance Immersion

Executive Immersion Flyer

FLMI Level 1 Certificate Flyer

Insurance Immersion Flyer

Insurance Immersion for Data Scientists

Insurance Immersion Sales Story_final.pptx

Battle Card_ALMI

Battle Card_FLMI Level 1

Battle Card_FLMI

1104-2024 LIC Collateral Piece_v3_meta.pdf

Report Request Form_Jan2025.pdf

Communication Best Practices 2025.pdf

Written Communication_Best Practices.docx

Resource Packet-Sales Tools.docx

Sales Revenue Dashboard QA.docx

TG Issue_Recipe from Renae.docx

Resource Hub-Setting Up Alerts.docx

2025 ACCOUNT PLANNING TEMPLATE.xlsx

2025 SALES PLAN TEMPLATE.xlsx

CHEAT SHEET #2_Types of Business Definitions_April 2024.pdf

Battlecard One Page Links.docx

Sales Enablement Newsletter

Member Engagement Dashboard_Sample Output_7-26-24.pdf

IA Targeting_Low Designation Enrollments.xlsx

IA Targeting_Technology Affiliates.xlsx

Who's Who Contact Lists.docx

CHEAT SHEET #1_Salesforce Activity Logging_Emails & Meetings_August 2024.pptx

3. Multithreading Playbook.pdf