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New This Week Upcoming WebinarsOn Demand Webinars  Virtual Worker Professional Development  Distribution and Social Distance Research & Benchmarks COVID-19 Trends Magazines E-Newsletters

This Week - July 1, 2020

▶Virtual Worker Assessment

▶Streamlining Authentication in the Contact Center: MassMutual’s Trusted Identity Program

▶NEW! Two Short Online Courses Explain the Impact of the COVID-19 Pandemic

▶Extending the Life Insurance Value Proposition

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

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

Distribution and Social Distance

Research on Distribution in the time of Social Distancing

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

In this joint study with OW, IRI, and NAIFA, LIMRA surveyed financial professionals in distribution selling insurance, annuities, and investment products to determine the biggest challenges they face meeting with clients and selling financial products while adhering to social distancing guidelines during this pandemic.

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

In this companion study, LIMRA surveyed professionals in brokerage general agencies/independent marketing organizations (BGAs/IMOs), wirehouses, regional/national broker/dealers, independent BDs, banks, and insurance companies who are directly involved in assessing the impact of recent events on distribution.

Virtual Worker

Considerations for effective virtual work

Two Complimentary Solutions Available

The deadline to use the Virtual Worker assessment has been extended to August 31! We know that while many organizations have begun formulating return-to-office plans, a vast majority of employees will still be working remote. Virtual Worker can help companies discover any gaps in competencies that would be needed to succeed in a virtual work environment.

Virtual Worker Assessment

Virtual Worker Survivor Skills Course   
Take this complimentary course now.

Upcoming Webinars

Streamlining Authentication in the Contact Center: MassMutual’s Trusted Identity Program

July 14, 2020 3:00 PM EDT - 4:00 PM EDT

Learn how MassMutual modernized authentication in their contact center to combat fraud, increase agility in responding to new threats, and dramatically reduce customer validation time. Join us to discover why identity orchestration was the best solution to address the top customer validation challenges they faced which are shared by nearly every insurance institution. 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. The financial, mental, and economic stress created by the recent COVID-19 pandemic and its economic repercussions will only increase this need. 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.

 

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.

Take It or Leave It? Attitudes Towards Auto-Enrollment and Paid Family Leave

August 6, 2020 1:30 PM – 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 – 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.' will assist you in architecting talent strategies that more effectively future-proof you and your organization for the challenges that lie ahead. Register.

Professional Development

Quality industry education delivered to your desk

NEW! Two Short Online Courses Explain the Impact of the COVID-19 Pandemic

The Economic Effects of the COVID-19 Pandemic

As if the health crisis itself wasn't bad enough, the coronavirus pandemic has led to many business sectors shutting down. Explore how the pandemic has affected the U.S. economy in our new online course — The Economic Effects of the COVID-19 Pandemic. This 30-minute tutorial explains how we measure economic growth, describes stages of the business cycle, and outlines fiscal and monetary strategies that can be used to stabilize the economy. Details and Enroll.

The COVID-19 Pandemic and Unemployment

The COVID-19 pandemic also has led to massive numbers of workers being unemployed. What do high unemployment rates mean for your customers and your company? Get the answers quickly from our new online course — The COVID-19 Pandemic and Unemployment. In just 30 minutes, you’ll gain a better understanding of unemployment and how the government, insurers, and you can help during these financially uncertain times. Details and Enroll.

New Hires Quickly Get the "Big Picture" in This Live, Two-Hour Industry Overview

Don't miss the next  Insurance Basics: Industry Overview session!  Part of our Learning Live Series, this live, virtual session explains insurers’ role in the financial services industry, describes the regulatory environment they operate in, and explores forces that are shaping how they do business today. Students who attended the sold-out May session said,  “Great content, great instructors,” and “What I liked best was the interaction – it kept me engaged for the entire two hours!”  Register today for the July 14 session – space is limited! Details and registration.

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Research & Benchmarks

Good reads for today

Extending the Life Insurance Value Proposition

The wellness economy is flourishing as consumers increasingly seek to understand the implications of their lifestyle on their overall health. Insurance companies can harness this momentum by more closely aligning the incentives of the insured with the insurer.

Lifetime Income: Do Workers Want Options in Their Plans

Explore consumer interest in lifetime income investment options in DC plans.

Understanding Employers’ Reluctance To Offer a Life Insurance Benefit

What’s preventing employers that currently offer benefits from offering life insurance to their employees?

Coronavirus (COVID-19)

The latest industry news for uncertain times

The Impact of COVID-19 on April Individual Life Sales Products and Electronic Processing

An April update on the impact of COVID-19 on Individual Life Sales and Applications in the U.S.

Hardship Withdrawals and Loans from Defined Contribution Plans: An Industry View

A new benchmark of hardship and loan withdrawal activity draws on data from recordkeepers’ systems.

Defined Contribution Sales Pipeline: Impact of COVID-19

The COVID-19 crisis has had unprecedented impact across all social and economic sectors, including on defined contribution (DC) plan sales.

Coronavirus COVID-19

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

Magazines

LIMRA MarketFacts

For 30 years, LIMRA MarketFacts has been the premier publication for financial services executives worldwide. Subscribe

Resource Magazine

Resource provides employees of LOMA member companies with news and information about industry operations and management. Topics covered include industry trends, technology, operations, customer service, human resources, financial management, strategic management, and education. 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

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Additional Resources

Resources for Advisors

Resources to help advisors better manage their business and work with clients.

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Life Insurance

View the latest consumer and sales information for individual and worksite life insurance.

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.

 

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.