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Industry Strong Resources — July 15, 2020

Upcoming Virtual Conferences

Supplemental Health, DI & LTC Virtual Conference

August 5, 2020 to August 6, 2020

Registration is now open to attend the virtual conference August 5 – 6! This new format will continue to provide you with a valuable forum for strategic industry insights and networking — and content will focus on trends and challenges of today in relation to supplemental health, DI, and LTC products. Check out our full agenda for details and register today!

Life & Retirement Virtual Conference

August 25, 2020 to August 26, 2020

Registration is now open to attend the virtual conference August 25 – 26! This new format will continue to provide you with a valuable forum for strategic industry insights. Content will focus on how we can create success during these challenging times in the financial services industry, and includes a special keynote presentation from Quincy Krosby. Check out our full agenda for details and register today!

LIMRA Virtual Annual Conference

October 26, 2020 to October 28, 2020

Registration is now open for the 2020 LIMRA Virtual Annual Conference. We are structuring this amazing experience to fit everyone’s schedule and budget, and there will be multiple options for engagement — real engagement with your industry colleagues. You can expect great content and a first class virtual delivery experience. Check our agenda and register now!

Upcoming Webinars

The Future of Wholesaling

July 23, 2020 1:00 PM EDT - 1:45 PM EDT

This joint webinar by LIMRA and EY will feature results from New Expectations: The LIMRA-EY Future of Wholesaling study. It will explore not only how life insurance and annuity manufacturers and distributors are exploring new opportunities to drive profitable growth, but also the impact of the current environment that has disrupted the distribution chain. Register.

Financial Wellness in the Time of COVID-19

July 28, 2020 1:00 PM EDT - 2:00 PM EDT 

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.

 

Take It or Leave It? Attitudes Towards Auto-Enrollment and Paid Family Leave

August 6, 2020 1:30 PM – 2:15 PM EDT

This webinar will present results from two recent surveys with employers and employees. The surveys explored their mindsets, attitudes, and possible future considerations concerning auto-enrollment in non-medical benefits and paid family medical leave. Register.

What the Market Is Telling Us: Emerging Talent Trends in Insurance

August 11, 2020 2:00 PM – 3:00 PM EDT

Join Korn Ferry for insights about talent trends impacting our industry. We have all transitioned to working from home during this pandemic and economic crisis, and C-suite executives have shared with Korn Ferry their views on what it means for leadership, talent, and succession, as well as hiring strategies to 'disrupt the disruption.' This webinar will assist you in architecting talent strategies that more effectively future-proof you and your organization for the challenges that lie ahead. Register.

Professional Development

Quality industry education delivered to your desk

NEW! Baffled by annuities? Learn the basics in this two-hour instructor-led course

 

Thursday, August 27, 1:00 -3:00 p.m. EDT

Annuity products are complicated, but our expert instructor breaks them down in this live, interactive session. The newest offering in our Learning Live Series, Insurance Basics: Annuities is a high-level introduction to how annuities work, helping learners understand their various features and benefits, and sales trends. Space is limited, so register now for this dynamic virtual class! Details and registration.

ALMI Designation: Build a Strong Foundation to Withstand Winds of Change

Now's the time to strengthen your core employees, so they can help your company navigate the future. The Associate, Life Management Institute™ (ALMI®) designation delivers in-depth learning about core products, operations, and basic financial concepts of life insurance.  Students who have already earned the Level I Certificate need only three more courses to earn the ALMI!  This online, self-study program is must-have education and training for companies looking to invest in their employees, and their future. Details 

Insurance Fundamentals: Empower Employees to Innovate

Working remotely can make it challenging for employees to see how they fit into the big picture.  Earning LOMA's Level 1 Certificate  -- just two courses -- helps students feel connected to your business. As they learn how their role helps ensure the company's financial success, they'll feel more secure tackling industry challenges. Empower employees with the knowledge to make innovative, informed decisions that improve customer experience and benefit operations. Details 
Enroll in LOMA 281
Enroll in LOMA 291 

For Your Advisors

2020 Trustworthy Selling Virtual Preview Day

Tuesday, August 4 & Thursday, August 6 at 11:00 a.m. CDT

This virtual event will provide you and your team an in-depth look at a proven approach to increase advisor sales and retention. Developed by Hoopis Performance Network and LIMRA, over 15,000 advisors have graduated from this award-winning program which has been proven to generate productivity increases of 30+%! Our 2020 event is unprecedented as it is our first ever virtual Preview Day and the first opportunity to experience our NEW Trustworthy Selling 2.0 edition. Register Today

Coronavirus (COVID-19): Advisor Communication

How has COVID-19 impacted the frequency of advisor-client communication?

The Secure Retirement Institute® (SRI™) surveyed consumers about their communications with their advisors since the start of COVID-19 in the U.S.

Featured Subscriptions

LIMRA MarketFacts

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

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

Global Consumer Pulse 2020

Taking the pulse of consumers worldwide.

DC Advisor Views: Financial Wellness Programs in the Workplace

Financial wellness in the workplace is increasing in visibility and importance, and is usually tied to retirement savings programs. Research explores how plan advisors deliver wellness programs and what they look for from recordkeepers and asset managers.

Ready or Not? Employer Response to the Evolving Paid Family Leave Landscape

Learn about employers’ attitudes and future considerations concerning paid family leave programs.

Coronavirus (COVID-19)

The latest industry news for uncertain times

Retirement Account Leakage and Emergency Savings: Impact of COVID-19

In the wake of COVID-19, can emergency savings accounts prevent retirement plan leakage?

Impact of COVID-19: Individual Life Sales, Product Changes, Electronic Processing, and Other Administrative Changes (Canada)

A June update on the impact of COVID-19 on individual life sales and applications in Canada.

Coronavirus COVID-19

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

Create Account

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.

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.

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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Tell us what's important to you, we'll provide you with the content most relevant to your needs on our pages and via email.
 

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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