2020 LIMRA Virtual Annual Conference Resources

Thank You

Thank you for participating in LIMRA’s Annual Conference. Our conference theme, Taking Charge of Change, was front and center and inspired us to learn how to manage the change we are experiencing on so many levels.

We hope you found the sessions both informative and engaging. We’ve put together valuable resources to help further your experience and advance your knowledge.

Looking Back...and Looking Forward

This has been an extraordinary year. Every country, every company, and every individual has been touched by the global pandemic in some way.

At LL Global (LIMRA/LOMA/SRI), we moved fast to support our members where they needed the most help. Here is the video that debuted at our 2020 LIMRA Annual Conference highlighting some of our work.

LIMRA CEO David Levenson opened the 2020 LIMRA Annual Conference describing the incredible upheaval the nation has faced over the past several months. From the coronavirus pandemic and its economic and social fallout to the racial tensions and divisive politics, Dave described a year of unprecedented challenges. Despite this chaos, he suggested this moment offers the life insurance industry a unique opportunity to reach a broader segment of consumers and fulfill its mission to help more Americans protect their families’ future with life insurance.

Insurance

2020 Insurance Barometer Study

Extending the Life Insurance Value Proposition

New Expectations: The LIMRA-EY Future of Wholesaling Study

U.S. Individual Life Insurance Yearbook

Digital Landscape Series

Making Insurance Easy to Buy: The InsurTech Perspective

Global Consumer Pulse 2020 Series

U.S. Individual Life Insurance Forecast

Likelihood to Buy: COVID-19 Consumer Impact

COVID-19 New Business and Product Survey – July 2020 Update

COVID-19 Mortality Modeling Survey Update

COVID-19 Low Interest Rate Environment Cash Flow Testing Survey

COVID-19 Social Distance and Distribution: Firm Survey

COVID-19 Social Distance and Distribution: Advisor Survey

Recruiting During COVID-19

Recruiting and Testing Trends in the COVID-19 Downturn

Financial Support of Advisors and Wholesalers in the U.S. and Canada

The COVID-19 Effect: High Tech With High Touch to Optimize Life Insurance Customer Experience

Retirement

The Fact Book on Retirement Income

Institutional Retirement Reference Guide

The Retirement Income Reference Book

The Journey Into Retirement Series

U.S. Annuity Yearbook A Future View of U.S. Annuity Sales — Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020-2022

Preventing Fraudulent Account Takeover in DC Plans

Defined Contribution (DC) Advisor Views Series

DC Plan Sponsors Actions, Attitudes, and Reactions in the Wake of the COVID-19 Crisis

COVID-19: Defined Contribution Advisor Response

DC Participants: Plan Actions in the Time of COVID-19

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

COVID-19 Company Practices Survey — Service Level Agreements in Retirement Plans

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

Workplace Benefits

How Can we Help You: The Voluntary Benefits Series

Beyond the Spreadsheet: Which Benefit Features Really Matters to Employees?

Straight Talk: Employee Benefit Brokers Discuss the Factors That Most Influence Carrier

Hospital Indemnity Insurance: U.S. Product Profiles

Recommendations and Their Perspectives on a Changing Market

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

Auto-Enrollment in Nonmedical Insurance Benefits: Has Its Time Come?

Impact of COVID-19 on Employers’ Approaches to Workplace Benefits

Defined Contribution Sales Pipeline: Impact of COVID-19

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

The Effect of COVID-19 on Experience-Related Group Business

Employee Communications with Benefits Providers During COVID-19

LIMRA Solutions

Trustworthy Selling

Effectively train and retain your sales professionals to increase their productivity and success in the industry.

FraudShare

The neighborhood watch for financial services enables companies to defend against account takeover (ATO) schemes with easy, secure, real-time access to incident and threat indicator data with real-time email alerts.

LIMRA Data Exchange (LDEx) Standards

Making the process faster with standards. The LIMRA Data Exchange (LDEx) Standards are for insurance carriers and benefits administration technology companies looking to reduce errors, improve customer experience, and increase speed to market.

Custom Research and Consulting

Research tailored to your individual business needs.

Customer Experience Benchmarking Program for Life Insurance

Optimize customer experience for the uniqueness of life insurance.

RightChoice System

An all-new assessment system that is tailored-made to fit your individual recruiting needs.

Compliance Education Platform

Satisfy all your compliance needs in one place.

LOMA Professional Development

FLMI Designation Program

The Fellow, Life Management Institute (FLMI) program is a 10-course professional development program that provides an industry-specific business education.

Join the elite group of professionals who have accelerated their success with the world’s largest university-level education program in insurance and financial services!

FSRI Designation Program

The Fellow, Secure Retirement Institute (FSRI) designation teaches the challenges facing society and the retirement industry, as well as strategic approaches for overcoming these challenges.

With the FSRI, you're more thoroughly equipped for successful problem solving, innovation, and career advancement.

Learning Live Series

The world is changing quickly. Now more than ever, insurance professionals need to learn valuable information quickly in an environment where they can ask questions and share ideas with experts and peers.

Each live, interactive, two-hour Learning Live session addresses an industry-specific topic in our online virtual classroom. Facilitators and industry experts share high-quality educational content, lead discussions, and facilitate group activities to encourage strategic thinking and problem solving.

Insurance Immersion

Entering the world of life insurance and annuities can be a daunting experience. The vast array of complex products, functions, and terminology can be difficult to understand — let alone master. Industry professionals need a broad understanding of life insurance and annuities and a proven way to quickly assimilate industry knowledge.

Publications

LIMRA MarketFacts Number 4, 2020

MarketFacts Number 4-2020 explores Industry Resilience and response to the current environment, as well as current trends in insurance, workplace benefits, and retirement.

Superior Service

Resource Magazine: September/October Issue

How insurers can minimize disruptions and prioritize customers in today’s difficult environment
How insurers are adjusting their digital strategies to meet the changing needs of their customers
A look at COVID-19’s impact on underwriting.

SRI Review Number 2, 2020

SRI Review Number 2-2020 explores topics relevant to the retirement industry in the current environment, including emergency savings accounts, tax flexibility, consumer trends, advisor and sponsor attitudes and actions, the SECURE Act, diversity, and fraud.