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We'll help you make fact-based business decisions.

Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.

Global Consumer Pulse 2020 Series

Aug 11, 2020

Taking the Pulse of Consumers Worldwide Series.

Customer Experience Benchmarking Program for Life Insurance

Optimize customer experience for the uniqueness of life insurance.

The Changing Face of Agency-Building Distribution

Jan 9, 2020

Have you noticed? Within agency-building distribution life insurance is not the dominant product it used to be and new advisor practice models are emerging. What are the implications for the future of this channel?

Consumer Sentiment in the Time of COVID-19 (October 2020)

Oct 15, 2020

How has consumer sentiment and confidence in the financial services industry changed during the pandemic?

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2021 Life Insurance Conference

4/14/2021 - 5/14/2021 This cross-functional, virtual event provides the opportunity to learn from and interact with those across all segments of the life insurance industry. We’ll cover the important issues and identify strategies that will shape the industry's future. Agenda REGISTER

2021 Retirement Industry Conference

5/12/2021 - 5/13/2021 This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends, as well as regulatory issues that impact the retirement industry. Agenda REGISTER

2021 Marketing Conference

6/2/2021 - 6/3/2021 The content of this year’s conference is aligned to reflect the evolving customer-centric market and the needs of our industry marketers. Agenda REGISTER

Insurance Inspired 2021

7/8/2021 - 7/9/2021 Regardless of the insurance or financial products you sell, staying abreast of the latest industry trends and innovations can help you better attract and retain customers, attract and retain agents/advisors, enhance channel performance, and boost your overall brand image. REGISTER

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Get the skills to improve your job performance, understand your role in the industry, and master new skills through Onboarding, Need 2 Know courses, Insurance Immersion, and Short Online Courses.