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.
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.
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
Making Insurance Easy to Buy: The InsurTech Perspective
Global Consumer Pulse 2020 Series
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 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
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
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
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
Continue to deliver valuable sales effectiveness training to your financial professionals no matter where they’re located.
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.
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.
Optimize customer experience for the uniqueness of life insurance.
An all-new assessment system that is tailored-made to fit your individual recruiting needs.
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!
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.
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.
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.
MarketFacts Number 4-2020 explores Industry Resilience and response to the current environment, as well as current trends in insurance, workplace benefits, and retirement.
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.