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Industry Strong Resources May 13, 2020

Upcoming Virtual Events

Low Interest Rate Executive Task Force:  Key Findings and Company Practices During COVID-19

May 26, 2020 1:00 PM EDT

In light of the recent outbreak of COVID-19 and the sharp decline in rates from the beginning of the year, LL Global, ACLI, Oliver Wyman and IRI developed an executive task force on low interests to identify the key challenges and company best practices used to address the ultra-low interest environment.

The task force is focused on six readiness “sprint" topics: variable annuity/fixed indexed annuity hedging, new business and product, asset-liability management, cash flow testing, COVID-19 mortality/morbidity, and social distancing and distribution. The objective of these sprints was to develop best practices for the industry.

This webinar will share key initial findings and survey results as well as progress on related advocacy efforts.

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

May 14, 2020 2:00 PM EDT

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?

The Countdown to June 30: Reg BI

May 13, 2020 3:00 PM EDT

The Regulation Best Interest (Reg BI) implementation date of June 30, 2020 is quickly approaching. Are you ready?

Join Skip Edmonds, Head of Compliance and Regulatory Practice at LL Global for a conversation with Jon Polise, Associate Director, Broker-Dealer and Exchange Oversight from the SEC, and James Clements, Vice President and Chief Compliance Officer from Ameritas.

We’ll be looking at Reg BI from regulatory and industry angles, and talking about the things that matter to you, to help you better position your firm, even in the midst of these uncertain times.

Invite your entire team and use these sessions as a springboard for discussion in your next team or senior leadership meeting.

On Demand Webinars

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

COVID-19 has created the most extreme form of virtual work. It is testing our management and leadership at a time when employees and teams are feeling uncertainties on multiple levels.

 

In times of crisis or other rapidly changing circumstances, how can leaders help their people feel a sense of structure, control, and accomplishment?

 

What are the ways to boost employee engagement, satisfaction, and company loyalty when teams are physically dispersed?

 

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.

Professional Development

Quality industry education, delivered to your desk

Self-Study Courses Keep Teams Invested

Today’s work environment may mean hectic schedules for your employees. How can you keep them engaged? Let them learn on their own time with our 10-course designation program! Students will master the business of insurance through advanced concepts like operations, risk management, and business law, and get the tools they need to deliver the value you want. This globally recognized program builds business acumen that keeps employees invested in your business. To learn more.

Boost Underwriters' Expertise

The move to automated underwriting can leave underwriters with fewer opportunities to hone their skills. While your employees are at home, why not help them sharpen their knowledge? Offered in collaboration with LOGiQ3, this course series covers medical conditions, foreign travel, and other risk factors, giving students an edge when it comes to making sound underwriting decisions. Details | Enroll

Live, Virtual Onboarding Help from LOMA

Does your virtual onboarding program need a products overview section? The next session in our new Learning Live Series can help! Insurance Basics: Life Insurance Products  provides a clear, concise introduction to term, whole life, and universal life insurance products.  This short, virtual, facilitated session is perfect for helping new hires learn the basics! Details and registration.

Leading in Uncertain Times: Exclusive Wharton Webinar

We're proud to offer Leading in Uncertain Times: Before, During, and After COVID-19 from our partners at Wharton Executive Education. Dean Geoffrey Garrett explains how to use the current crisis as an opportunity to develop a leadership approach for uncertain and unexpected times. This previously recorded webinar is available only through this exclusive link. Register to here to access the webinar. 

Research & Benchmarks

Good reads for today

Straight Talk

Employee benefit brokers discuss the factors that most influence carrier recommendations and their perspectives on a changing market.

Digital Landscape Series

Where do consumers go when searching for life insurance online? How do they behave when visiting life insurance websites? We tracked real life consumer internet activity to find out.

U.S. Workplace Dental and Vision Sales and In Force

These reports summarize the latest sales and in-force results for workplace dental and vision plans. You’ll learn which products are driving growth, which plans are the most popular, and which companies are the top carriers. 

Assessments

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

Career Profile

The Career Profile is like an SAT® for insurance and financial services sales: It measures key attributes to identify people ready to take on a challenging career. Backed by more than 80 years of research, it helps you focus your recruiting, hiring, training, and coaching efforts on candidates who can be top producers.

Performance Skills Index with Learning Styles

New hires need to quickly understand your product line, your systems, and your operations — and pass licensing exams. Your managers can rely on Performance Skills Index with Learning Styles to identify quick learners
and understand and leverage each candidate's primary learning style.

REPeValuator

REPeValuator™ is a job simulation that predicts call center job performance. Candidates assume the role of a call center rep and encounter a variety of situations — from simple to complicated — and a variety of simulated customers that are concise or confused, cheerful or angry.

Coronavirus (COVID-19)

The latest industry news for uncertain times

Recruiting During COVID-19

LIMRA reached out to U.S. and Canadian agency-building and Multiple-Line Exclusive Agent (MLEA) companies regarding their recruiting efforts during the COVID-19 pandemic crisis and the challenges and strategies around it. Data was collected from 33 companies between April 2 and April 24, 2020.

The Impact of COVID-19 on Individual DI Sales and Processes

This study provides a quick, high-level view of the impact of COVID-19 on the U.S. individual disability income product line, including sales, underwriting, and administrative processes.

Coronavirus COVID-19

Stay up-to-date on the latest coronavirus (COVID-19) trends and their impact on the financial services industry.

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.

A Conversation with David Levenson

LIMRA: The Currency Of Information

Article in LIFE&Health Advisor Magazine

Power of Questions

Nov 13, 2019

The power is in the question. Certain questions can increase your credibility in the eyes of the prospect because they are intelligent and thought provoking.

Thorough Diagnosis

Nov 13, 2019

By focusing on helping prospects understand their situation more clearly, top sales reps differentiate themselves from their competitors, facilitate learning for the prospect, and build trust.

Four Levels of Buyer Need

Nov 13, 2019

Prospects buy when, and only when, they perceive a gap or discrepancy between their current situation and their desired situation. Where are your prospects?

Retirement

Institutional Retirement Reference Guide

Data, data, data… and compelling insights! LIMRA’s Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.

More Than a Paycheck: Financial Wellness in the Workplace

Financial wellness may be “the hot new benefit”…but what do employers really think about it?

Not for profit Retirement Market

The ongoing study of the not-for-profit retirement market allows for in-depth analysis of activity involving 403(b), 457, and other NFP plans. Measuring contributions, participants, and assets quarterly, the survey can be used to identify industry-wide trends, to create and adjust sales plans, and to compare activity against peers within the industry.

Virtual Worker

Considerations for effective virtual work

Two Complimentary Solutions Available

Virtual Worker Survivor Skills Course   
Take this complimentary course now.

Virtual Worker Assessment

 

Secret to a Successful Virtual Interview

Tip and tricks for effective virtual interviewing. Watch now.

Virtual Worker Solutions Webinar

LOMA has developed two resources to help companies during this challenging time of working remote:

  • Virtual Worker Assessment
  • Virtual Worker Survival Skills

Join us to get a sneak peak of these two offerings – both of which are free to members until June 30th. Register for the webinar

Secrets to Successful Virtual Interviews Infographic

Virtual recruiting and interviewing is quickly becoming our new reality. These useful tips can help you conduct successful virtual interviews.

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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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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