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Industry Strong Resources - June 17, 2020

New This Week  Upcoming Webinars On Demand Webinars Professional DevelopmentMagazines Research & Benchmarks COVID-19 Trends Featured Subscriptions

This Week - June 17, 2020

▶ Barometer Study: Tips for Success in Social Media and Financial Advice Webinar (June 25 at 2:30 PM EDT) 
▶ A Future View of U.S. Annuity Sales – Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020 - 2022
▶ Consumer Sentiment in the Time of COVID-19 (May 2020 Update)
▶ Blue Ocean Differentiation: Transforming Financial Services

Upcoming Webinars

The Annuity INSIDER Report

6/18/2020 12:00 PM EDT - 1:00 PM EDT
Webinar

Please join Todd Giesing and Teddy Panaitisor to gather insights as to what the key drivers of growth were in Q1 2020 and what to expect in the next few months. Register

This is a LIMRA member benefit webinar. Find out if your company is a member.

Barometer Study Webinar: Tips for Success in Social Media and Financial Advice

Recorded on June 25, 2020, this webinar profiles the market for financial advice and the use of social media among those seeking an advisor. Tips include examples of the types of financial information users want on social media, as well as a review of various planning activities that different consumers find relevant. The joint webinar by LIMRA and Life Happens will reveal important data and insights, and include examples of successful social media tactics. Watch Now.

Financial Wellness in the Time of Covid-19

7/28/2020 1:00 PM EDT - 2:00 PM EDT - Webinar

The growth of - and need for - wellness programs has been increasing for years. The financial, mental, and economic stress created by the recent COVID-19 pandemic and its economic repercussions will only increase this need. People are worried about their health and finances. Employers want to lower healthcare costs, keep productivity high, and engage employees. What does this mean for the financial wellness market? Join us for a discussion of consumer needs, employer desires, program offerings, platforms and best practices. Register.

 

On Demand Webinars

Lessons Learned for the U.S.: The Impact of Low Interest Rates in Europe Webinar

Join Lukas Junker, Global Head Life at Zurich Re, as he discusses what the U.S. market can learn from how the ultra-low interest rate environment has affected the European insurance market. During the presentation, Lukas will examine the impact of the current interest rate environment on new business, including changes to products and how these changes have been received, as well as what it means for in-force business and overall market growth. Watch now

Professional Development

Quality industry education delivered to your desk

Boost Your Customer Skills for a chance to win a $150 gift card!

Enroll in any course towards your Associate, Customer Service (ACS®) designation by June 30, and you’ll have a chance to win one of two $150 gift cards of your choice to Target, Amazon, Grub Hub, or Uber Eats! The ACS equips you to help policyholders navigate challenging times. With three required courses and 2 electives, you'll learn to identify customer pain points, empathize, and communicate across cultures and generations. Enroll now to help your customers and enter the drawing!  Details

Jump Start Your Summer Intern Program

COVID-19 has disrupted business, but summer interns are still ready to learn and engage! To help your interns start on the right track, LOMA is offering a special discount on two essential courses: LOMA 281 - Meeting Customer Needs with Insurance and Annuities and LOMA 291 - Improving the Bottom Line: Insurance Company Operations. Interns will build a strong foundation as they move through these interactive, online courses at their own pace. Give them this industry knowledge up front, so they can make the most of their time with your company! For details, please contact us.

Discount available in U.S. only.

Virtual Industry Overview -- Back by Popular Demand!

Don't miss the next Insurance Basics: Industry Overview session! Part of our Learning Live Series, this live, virtual session introduces employees to our complex industry and the forces shaping business today. Students who attended the sold-out May session said: “Great content, great instructors.” and “What I liked best was the interaction – it kept me engaged for the entire 2 hours!” Register today for the July 14 session – space is limited!

Details and registration.

Magazines

LIMRA MarketFacts

For 30 years, LIMRA MarketFacts has been the premier publication for financial services executives worldwide. Subscribe

Featured MarketFacts Articles:

Rising Expectations, Accelerating Strategies: Insurance Companies Respond to Customer Experience


Blue Ocean Differentiation: Transforming Financial Services

SRI Review

Gain actionable insights you won’t find anywhere else. LIMRA experts and industry leaders provide fresh perspectives on the retirement market, including consumers, products, distribution, technology, and domestic global trends. Subscribe

Research & Benchmarks

Good reads for today

Beyond the Spreadsheet: Which Benefit Features Really Matter to Employees?

Learn about employees' views of various product features for accident, critical illness, and life insurance benefits.

A Future of U.S. Annuity Sales – Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020-2022

The individual annuity market had headwinds entering 2020, yet unforeseen events surrounding the global pandemic and will reshape the landscape in the future.

Rising Expectations, Accelerating Strategies: Insurance Companies Respond to Customer Experience

LIMRA and NEOS partner to better understand the customer experience challenges and opportunities that life and annuity carriers face. “It has been forecast that in 2020, customer experience will overtake price and product as the key brand differentiator.

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Featured Subscriptions

MarketFacts

Access insightful thought leadership on the forces driving the financial services industry. Our award-winning magazine content speaks to critical issues for the industry, including technology, retirement, insurance, workplace benefits, globalization, financial wellness, employee productivity, professional development and assessment, operations, management, and products and services.

SRI® Review

Gain actionable insights you won’t find anywhere else. LIMRA experts and industry leaders provide fresh perspectives on the retirement market, including consumers, products, distribution, technology, and domestic global trends.

Industry news2use

This semi-weekly newsletter showcases important global financial services industry updates and links to related LIMRA and LOMA resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays and Thursdays.

Member Connection

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Additional Resources

Resources for Financial Professionals

Resources to help advisors better manage their businesses and work with clients.

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Insurance

View the latest consumer and sales information for individual and worksite life insurance. New Q3 2024 life sales infographic.

Workplace Benefits

Examine the life, health, and related employee benefits marketplace from the carrier, employer, employee, and distributor perspectives.

Virtual Workplace Effectiveness

Learn effective strategies for working in a virtual environment.

 

Serving the industry since 1916, LIMRA is a worldwide research, consulting, and professional development not-for-profit trade association. Nearly 700 financial services companies in 53 countries rely on LIMRA’s research and educational solutions as the trusted source of industry knowledge to help them make bottom-line decisions with greater confidence. Companies look to LIMRA for its unique ability to help them understand their customers, markets, distribution channels, and competitors to give them leverage on developing realistic business solutions.

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