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Industry Strong Resources — July 22, 2020

New This Week Virtual Conferences Upcoming WebinarsProfessional DevelopmentResearch & BenchmarksCOVID-19 TrendsAdvisorsMagazines E-Newsletters 

This Week - July 22, 2020

▶Upcoming Virtual Conference: Life & Retirement Virtual Conference

▶New Webinar: Financial Wellness in the Time of COVID-19

▶New Research: Monthly Life Insurance Sales

▶New Research: Leveraging and Collaboration: How New Practice Models Are Changing the Game

▶New Research: COVID-19 Mortality Modeling Survey

▶Microlearning: Short online activities to help employees understand the COVID-19 environment 

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.

New Short Online Courses for New Challenges

The coronavirus pandemic has resulted in new challenges for your employees. Knowledge can help them get better understand this new environment. LOMA has developed several new short online learning activities that explain how recent changes to economic, regulatory, and social environments can impact company operations and customer needs and behavior.

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! This new format will continue to provide you with a valuable forum for strategic industry insights and networking — and the 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! 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. 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 EDT – 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 EDT – 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.

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.

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

Research & Benchmarks

Good reads for today

Pension Risk Transfer Is an Unfamiliar Strategy to Many Plan Sponsors in Canada

Many plan sponsors of DB plans are not familiar with the strategy of using pension risk transfer to manage the cost and risk of their plans.

Market Opportunity in Canada — 2019 Canadian Life Insurance Ownership Study

This report examines the total amount of life insurance owned by Canadians and profiles the subset of households that say they need more life insurance.

Predicting and Preventing Fixed Indexed Annuity Surrenders

LIMRA’s analytics team examines the factors that cause customers to surrender fixed indexed annuities.

U.S. Monthly Individual Life Sales

Get the latest monthly individual life sales and application trends. New November 2024 data.

Leverage and Collaboration: How New Practice Models Are Changing the Game

What worked in the past may no longer be sufficient as insurance advisors evolve their practice models to adapt to a changing environment.

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

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

 

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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