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Industry Strong Resources April 29, 2020

Professional DevelopmentAssessmentsUpcoming and On Demand Virtual EventsRetirementResearch & Benchmarks COVID-19 Trends For Your AdvisorsVirtual WorkerFeatured Subscriptions

New This Week - April 29, 2020

Register to hear the Director of the NCSC, head of national counterintelligence speaking on Cybersecurity in a Covid-19 World: an Hour with William Evanina
  |  Advisor Pulse in the Time COVID-19 Series  | New Editions: MarketFacts & Industry news2use (Subscribe) |  Learning Live Series: Insurance Basics: Industry Overview - May 19, 2020 

Past Editions of Industry Strong

Upcoming and On Demand Virtual Events

Cybersecurity in a COVID 19 World: An hour with William Evanina

May 12, 2020
1:00-2:00 PM EDT

Join William Evanina, Director of the National Counterintelligence and Security Center and Head of U.S. Counterintelligence, as he discusses cybersecurity in a COVID-19 world, why the Financial Services industry is a ‘soft target’, and what we can all do to protect our company’s and nation’s digital assets against malicious actors.

The Silver Lining: Empowering Your People During COVID-19 and Beyond

April 29, 2020
11:00-12:00 ET

During this session, Meryl Rosenthal and Kathy Kacher, workplace mobility experts, will provide best practices to answer these questions and set both leaders and employees up for success.

Compliance in the time of COVID-19: The New Normal

April 29, 2020
3:00-4:00 PM ET

In this first session of the Regulatory Compliance Exchange Series, we’ll discuss frequent and dynamic risk assessments, staying engaged with senior management, keeping up with changing regulations, managing compliance in a remote work environment, and more.

How Can We Help You? Employers Share Their Experiences and Expectations for Voluntary Benefits

May 14, 2020
2:00-2:30 PM ET

Employers have many factors to consider when choosing a voluntary benefits carrier, and their expectations of their carriers are high. What are employers’ most important considerations when selecting a carrier for their voluntary benefits? And, which factors contribute most to their ongoing satisfaction (or dissatisfaction) with their benefits providers?

Professional Development

Quality industry education, delivered to your desk

NEW! Learning Live Series

Helping newly hired employees get acclimated in today’s remote work environment is challenging. Let this live, virtual session introduce them to our complex industry and the forces shaping business today. Students interact with expert instructors and industry peers in a dynamic virtual classroom, helping them learn and connect during this time of physical separation. Register now for the first session: Industry Overview, May 19. 

FLMI Level I Insurance Fundamentals

Virtual work can be isolating, making it harder for employees to see how individual functions contribute to the big picture. Students who earn this certificate – just two courses – will feel more secure tackling industry challenges as they learn their role in ensuring your company’s financial success. It empowers your employees to make innovative, informed decisions that improve customer experience and benefit operations.

Details  |  Enroll in LOMA 281  |  Enroll in LOMA 291

 

LOMA 308 — The Business of Insurance: Applying Financial Concepts

To feel prepared in the face of uncertainty, employees need a strong knowledge base. This job-relevant course helps them understand the key economic, financial, and business concepts that contribute to life insurance company profitability. After taking this course, they’ll be better equipped to handle the economic variability we are seeing in the current market. Details and enroll

Research & Benchmarks

Good reads for today

Affiliated Agent Recruiting

Are agencies finding viable candidates? See a current snapshot of recruiting information for U.S. agency-building, Canadian, and multiple-line exclusive agents (MLEA) agents.

Canadian Life Insurance Ownership: Person-Level Report

This report marks the fifth wave of this valuable tracking study, which profiles the life insurance industry in Canada and updates historic trends.

Making Insurance Easy to Buy: The InsurTech Perspective

How are InsurTech companies making insurance easy to buy, and what can industry incumbents learn from them?

Assessments

Achieve your business goals with effective recruiting, selection, productivity, and retention

Call Center Simulation

Call Center Simulation is a computer-based simulation that accurately pre-screens contact center job applicants. Applicants "test drive" the job, experiencing what it’s really like to operate a call center workstation. They receive a realistic preview of the job; you receive a realistic preview of their abilities.

SelectWrite

Do you need to hire people who can effectively communicate with customers or colleagues by email, web chat, text, and other nonvoice methods? Then SelectWrite™ can help you. This assessment uses artificial intelligence and a rigorously-developed standardized scoring system to instantly and objectively evaluate a job candidate’s ability to write clearly and effectively.

Retirement

Getting Communications Right: Understanding Consumer Behavior & Preferences

Retirement plan communications is a balancing act for plan providers who must navigate the demands of legal requirements, participant and sponsors preferences, costs, and technology.

The Retirement Income Reference Book

The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.

U.S. Individual Annuity Market

Benchmark sales for a range of annuity products, reported by distribution channels and market types.

The Annuity INSIDER Report

On-Demand Webinar - Your one-stop-shop for U.S. annuity sales data.

Benchmark sales for a range of annuity products, such as variable, indexed, market value adjusted, book value, immediate and structured settlement annuities.

Associate, Secure Retirement Institute™ (ASRI™)

The retirement business is complex, and the current volatility in financial markets makes it even more challenging. The ASRI designation offers information on successful retirement outcomes, retirement marketing and acquisition, and administration of retirement plans and products. This knowledge helps employees improve their job performance and your company’s readiness for future opportunities. Details

Coronavirus (COVID-19)

The latest industry news for uncertain times

COVID-19 and Workplace Benefits: Sales, Underwriting, and Enrollment

This carrier practices survey is part of a series of research exploring the impact of COVID-19 on the workplace benefits industry. This survey explores issues pertaining to the impact of COVID-19 on workplace sales, underwriting, and enrollment practices. Twenty-nine companies participated in this research. Data was collected from April 9 through April 20, 2020.

Carrier Practices: COVID-19 and Workplace Benefits: Benefit Provisions an Changes

This carrier practices survey is part of a series of research exploring the impact of COVID-19 on the workplace benefits industry. This survey explores issues pertaining to the treatment of COVID-19 under specific benefits provisions and intended changes. Thirty-one companies participated in this research. Data was collected from April 2 through April 13, 2020.

COVID-19 Company Practices – Special Options and Changes to Financial Hardship

As the economic environment continues to change rapidly due to the COVID-19 outbreak, annuity manufacturers are carefully looking at their current product offerings. What changes are carriers are implementing to annuity products to handle this extreme environment?

Member Survey: Waiving Sponsor Fees

This 7-company member survey explores the circumstances (COVID-related and otherwise) under which DC recordkeepers will waive (or consider waiving) loan, hardship, and/or plan amendment fees for plan sponsors.

Member Survey: Collective Investment Trust (CIT) Trade Notices

In early April 2020, Secure Retirement Institute® (SRI™) surveyed defined contribution (DC) recordkeepers about whether the CITs their company works with require large trade notices for participant activity. Six companies, representing approximately 15 percent of DC assets under management, responded.

COVID-19 Low Interest Rate Environment Cash Flow Testing Survey

As part of LL Global’s (LIMRA, LOMA, SRI) Low Interest Rate Executive Task Force, we partnered with the Society of Actuaries (SOA) and Oliver Wyman to conduct a series of surveys on the COVID-19 pandemic and its potential impacts on the insurance industry. COVID-19 has greatly affected the economy, impacting asset values and driving down long-term interest rates. 

COVID-19 Mortality Modeling Survey

As part of LL Global’s (LIMRA, LOMA, SRI) Low Interest Rate Executive Task Force, we partnered with the Society of Actuaries (SOA) and Oliver Wyman to conduct a series of surveys on the COVID-19 pandemic and its potential impacts on the insurance industry.

A Look Back: 401(k) Sales, Formation and DC Books of Business Around the Great Recession of 2008–2009

The Secure Retirement Institute®, (SRI™) has been benchmarking certain metrics for decades in our 401(k) Scorecard, and a look back at 401(k) sales and plan formations, and book of business metrics, among a common set of reporting companies can help inform strategic responses, planning, and projections. 

For Your Advisors

Advisor Pulse in the Time of COVID-19 Series

Between March 13-20 and March 30-April 3, insurance agents, registered investment advisors (RIAs), and registered advisors shared how their practices are being affected by COVID-19.

Coronavirus (COVID-19): Life Insurance  Advisor Pulse

Learn how COVID-19 is affecting insurance agents.

How disruptive is it to their practice?
Has it changed the way they communicate with their clients?
What are the top concerns of their clients?
Have they placed restrictions on who can visit their offices?
Have they implemented alternate staff arrangements for their staff?

Tools from Trustworthy Selling

Tools from Trustworthy Selling

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

Connecting our members to knowledge, insights, and solutions for insurance, retirement, and workplace benefits every month.

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

 

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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