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The Year in Review

As 2021 draws to a close, we hope our purpose of advancing the financial services industry by empowering you — our members — with knowledge, insights, connections, and solutions has enabled you to navigate these uncertain times. This will be our last Industry Strong email. In 2022, watch for new and insightful member communications that will help you and your organization in the year ahead. Have a happy and healthy holiday season and New Year!

Featured Conference: 2022 Enrollment Technology Strategy Seminar

Featured Webinar: Help Protect Our Families: The Pandemic’s Effect on the Likelihood to Buy Life Insurance

Featured Publication: MarketFacts: Your Resource for Industry Insights

Featured Research: 2021 Insurance Barometer Study

Featured Solution: Anti-Money Laundering Training

Professional Development

Build a Solid Foundation of Industry Knowledge for New Hires and Leaders

LOMA’s Insurance Immersion program helps new employees and emerging leaders get up to speed quickly on insurance company operations and key foundational concepts. New program changes are coming in 2022, including updated content with a focus on the forces driving change in the industry, a modular, flexible program design, and LOMA course credit awarded to program participants.

Learn More

Take a Break and Educate Your Teams on Professional Development Opportunities

We're operating in a time of constant change — let LL Global help you and your teams take control and transform challenges into opportunities! Our brief, virtual Break & Educate event provides learners at member companies with the knowledge and motivation needed to begin or continue along their professional development journey.

Schedule an event

Last Chance — Complete Your ASRI Now!

Changes are coming soon to the Associate, Secure Retirement Institute™ (ASRI®) program. As of January 1, 2022, a new course, SRI 240 — Profitability in the Retirement Business, will become a requirement for the designation program. Finish your ASRI by December 31 before this change goes into effect!

Learn more about the ASRI and SRI 240.

Upcoming Conferences

Insurance

Webinars and Research

The Future of Life Insurance: Reimagining the Industry for the Decade Ahead

 

As we look ahead to the future of life insurance and annuities, what are the trends that will continue to shape the industry? What changes have we seen over the last year that will persist post-COVID-19? How will the accelerating pace of automation change the nature of jobs across the insurance industry? How will all of this affect the insurance industry’s ability to serve the growing need of the underinsured and uninsured in the U.S.?

Help Protect Our Families: The Pandemic’s Effect on the Likelihood to Buy Life Insurance

 

​Please join LIMRA and Life Happens to learn more about the recently released findings from the 11th annual Insurance Barometer Study. This study tracks the attitudes, perceptions, and behaviors of adult consumers with a focus on life insurance.

DOL Fiduciary Rule Under the Biden Administration

 

The DOL anticipates taking further action on investment advice, which may mean changing the existing regulation or issuing a new regulation that expands the scope of who a fiduciary is under ERISA.

What’s on the Minds of Global Life Insurance Executives

Providing insights into the highest priorities of life insurance leaders as they tackle today’s challenges and embrace emerging opportunities.

2021 Insurance Barometer Study

The 2021 study period marks the 11th edition of the annual Insurance Barometer. Surveying American consumers during this difficult time provides critical insights for the industry on the impact that COVID-19 is having on financial attitudes and behaviors. (Technical Supplement added November, 2021.)

COVID-19 One Year Later: The Impact on Individual Life Insurance

This report provides an update on lessons learned, underwriting changes, electronic applications and delivery, and lapse experience related to the COVID-19 pandemic in the U.S. and Canada.

Retirement

Webinars and Research

Pandemics and Predictions: Retirement Plans Industry

 

The global economy and pandemic are transforming the retirement plan industry. Both have accelerated existing trends and created new opportunities. Yesterday's best practices are quickly becoming today's table stakes.

The Evolution of the Retirement Plan Industry: Planning for the Future

 

This webinar will discuss how markets, products, and distribution are evolving to meet new challenges. What does the future of retirement plans look like, and how will that impact the next generation of products and services? How are the best companies positioning themselves for success?

A Future View of U.S. Annuity Sales — Entering a New Normal

Entering 2021, the individual annuity market continued to face significant uncertainty. Even as vaccines have rolled out throughout the U.S., many questions remain regarding what the new normal will be for the individual annuity market.

Money in Motion: Understanding the Dynamics of the IRA Rollover Market

Learn more about the intricacies of the IRA rollover market.

The Retail Retirement Reference Guide, Fifth Edition

The Retail Retirement Reference Guide (Fifth Edition) provides a wealth of facts and insights at your fingertips.

Workplace Benefits

Webinars and Research

The Evolution of Workplace Benefits: Planning for the Future

 

We will explore what customer-centricity means, how new ways of analyzing data can be used to anticipate customer expectations, and why a truly customer-focused digital solution will be the way of the future.

The Drive to Digital: Creating Enduring Employee Engagement

 

This webinar will share how human and digital solutions are aligning to create engaging digital experiences and enduring employee engagement.

Harnessing Growth and Seizing Opportunity: The Future of Workforce Benefits

LIMRA and EY partnered to explore how key stakeholders (employers, employees, benefit brokers, and benefit technology providers) are responding to the transformational changes impacting the workplace benefits marketplace.

Sign of Normalcy in the Workplace Life and Disability Markets: LIMRA Forecasts for 2021–2023

Learn when LIMRA predicts the workplace life and disability benefits markets will recover and return to normalcy.

U.S. Workplace Benefits Yearbook

Read the most comprehensive overview of the U.S. workplace benefits market, including sales and in-force results and historical trends

Featured Publications

Solutions

Bringing the industry together to create solutions to solve your biggest challenges.

Anti-Money Laundering (AML) Training

Compliance is a big deal. Trusting the source for AML training shouldn’t be. New user-centered improvements and updated content.

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.

Recruiting & Assessment

Our assessment solutions help you identify, recruit, and retain contact center staff, home office employees, remote employees, and managers.

Trustworthy Selling

Continue to deliver valuable sales effectiveness training to your financial professionals no matter where they’re located. Honorable mention for 2021 Top 25 Sales Training Company as recognized by Selling Power.

RightChoice System

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

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.

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Create My LIMRA.com Account Now

With your LIMRA.com account you'll have thousands of research reports, industry trends, and data points at your fingertips.

Create My LOMA Learner Profile Now

A LOMA.org Learner Profile enables you to enroll in courses, track your progress, and unlock exclusive members-only content.