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New This Week Virtual Conferences Upcoming Webinars Professional Development Research & Benchmarks COVID-19 Trends Advisors Magazines E-Newsletters

This Week - July 29, 2020

▶Upcoming Virtual Conference: Supplemental Health, DI & LTC Virtual Conference

▶Upcoming Virtual Conference: Group & Worksite Benefits Virtual Conference

▶New Research: Weathering the Storms: Participants and In-Service Withdrawals From Defined Contribution Plans

▶Online Short Courses: How the Pandemic Affects Insurers: These Five Short, Engaging Activities Explain the Facts

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

▶ New Infographic: COVID-19: Defined Contribution Advisor Response

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!

Group & Worksite Benefits Virtual Conference

September 15, 2020 to September 16, 2020

Registration is now open! This new format will continue to provide you with a strategic space to explore hot topics in the industry like the future of benefits administration, the evolution of the broker, and potential effects of the upcoming election. Check out our 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

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.

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.

On Demand Webinars

The Future of Wholesaling

This joint webinar by LIMRA and EY, will feature results from New Expectations: The LIMRA-EY Future of Wholesaling study.

5 in 15: The 5 Things You Need to Know About Employee Benefits and the Coronavirus in 15 Minutes

7/17/2020, 12 - 12:15 p.m. EDT

LIMRA surveyed over 1,000 U.S. employers to assess the pandemic’s impact on their businesses and employee benefits strategies. This 5 in 15 webinar shares five key takeaways from the research.

The Impact of Covid-19 on Future Higher-Age Mortality

7/10/2020, 1 - 2 p.m.

COVID-19 has created the worst global pandemic since the Spanish flu, impacting communities and economies around the world.

Professional Development

Quality industry education delivered to your desk

How the Pandemic Affects Insurers: These Five Short, Engaging Activities Explain the Facts

The coronavirus pandemic has resulted in new challenges for your employees. Knowledge can help them 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.

Virtual Insurance Immersion

Industry Overview for New Hires, Emerging Leaders

September 21-24, 2020
This highly acclaimed program gives new employees and rising leaders a holistic view of the insurance industry, life and annuity products, key operational areas, and how insurers make money. In 8 sessions over 4 days, learners actively participate in discussions and small-group activities with expert instructors, so they stay engaged. Let LOMA's industry expertise help you build a solid foundation for rising stars. Details and registration.

Share the Scoop & Win!

Have you completed a course recently that your colleague might find helpful? Refer a friend to a LOMA course by August 11th and you could win a $100 Amazon gift card. Share the Scoop.

Do you feel ready to continue to meet the challenges and opportunities ahead of you in 2020?

Today’s ever-changing industry will require creative solutions and data-driven decisions. Contact your Personal Education Advisors at reachout@loma.org for recommendations on which course is the best enrollment option to keep your 20:20 vision and commitment to your professional development plan.

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

Tools From Trustworthy Selling: Annual Review Meetings

According to a recent article by J.D. Power, nearly one-third of advised clients have not heard from their advisor since COVID-19. Setting up annual review meetings with your clients is a great way to help you stay in touch, dedicate the time your clients need to tell you about their concerns and dreams, and show that you really care to take the time to listen.

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

Loans and hardship withdrawals — especially hardships — can erode defined contribution (DC) retirement savings. Explore the reasons behind why participants take each.

The Insurance Barometer is an annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States. The study objectives are to measure financial concern among American consumers and relate these findings to financial behaviors, with a particular focus on life insurance. (Tech report added Sept. 2020.)

How does your company's hospital indemnity product compare to others on the market?

Coronavirus (COVID-19)

The latest industry news for uncertain times

COVID-19 Social Distance and Distribution: Firm Survey Summary of Results

This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.

COVID-19 Social Distance and Distribution: Advisor Survey Summary of Results

This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.

COVID-19: Defined Contribution Advisor Response

The COVID-19 crisis has impacted sales activity in the defined contribution marketplace; Secure Retirement Institute® and NMG partnered research explores advisor reactions and plans in light of the crisis.

Coronavirus COVID-19

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

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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.

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.