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New This Week — October 22, 2020

Week 3 of Secure Retirement Month

▶Join the Secure Retirement Institute on LinkedIn

LAST CHANCE to Register for Our Flagship Event:
LIMRA Virtual Annual Conference

▶Featured Solution: FraudShare Celebrates First Anniversary

▶Featured Publication: LIMRA MarketFacts Number 4, 2020

▶Featured Course: Craving Up-to-Date Compliance Knowledge?

▶Featured Course: Insurers Face New Compliance Challenges

Update Your Industry Strong Preferences

We are preparing to customize Industry Strong based on the topics most important to you! Update the form below to pick which version(s) you will begin receiving in November.


Upcoming Virtual Conference

Featured Solution

Professional Development

New! SRI 500 Course Now Has Self-Proctored Exam

In today's uncertain environment, it's important to understand the "what, why, and how" of the retirement industry. LOMA's Fellow, Secure Retirement Institute™ (FSRI™) can provide you with a solid foundation of retirement knowledge. And now, with the new testing format for SRI 500—Transforming Retirement Security, the entire FSRI program can be completed online—no need for a proctored exam! Details and enroll.

Craving Up-to-Date Compliance Knowledge?

With new content on FINRA rules and the SEC’s Regulation Best Interest, AIRC 411 — The Regulatory Environment for Life Insurance provides an overview of how the government regulates U.S. life insurance companies and the economic concepts behind those regulations. This course provides the knowledge you need to feel secure working in today’s uncertain operating environment. Details and enroll.

Insurers Face New Compliance Challenges

AIRC 421 — Regulation of Life Insurance Products, Sales, and Operations will get you up to speed on the regulation of life and annuity products in the United States. You'll dive into the regulatory side of life company operations such as sales and underwriting. Now covering the SECURE Act, Reg 187, Reg BI, and more, this course can help you serve customers with confidence. Details and enroll.

ACS Enroll & Win

Delighting customers takes work. It's important to have the knowledge and skills necessary to deliver exceptional customer service — especially in today's environment. Earning LOMA's Associate, Customer Service™ (ACS®) proves you've mastered customer service topics and shows a drive for professional growth. Enroll in an ACS course by October 30 for a chance to win one of four $50 (or local currency equivalent for international members) Amazon gift cards. Details.

Featured Publication

On Demand Webinars

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The Future Is Now: Emerging Talent Trends in Insurance

Join Korn Ferry for insights into the demands of a new world of work “post-COVID," and what these trends in insurance mean for the leadership, talent, and succession required to innovate and compete.

Financial Wellness in the Time of Covid-19

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. Learn More

Insurance Research

Redefining Wholesaling: The LIMRA-EY Canadian Wholesaler Study

Wholesalers and the carriers they represent experience the challenge of retaining the fundamental attributes that remain most valuable to advisors while adapting to drive business success in the future.

Wholesaling in Canada — A Tale of Two Countries

This paper looks at distinct and interesting differences between wholesaling in Canada and the U.S. and explores how they may inform different strategies for the future in each country.

Coronavirus Research

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

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

COVID-19 and Workplace Benefits: Sales and Enrollment, 3rd Quarter Update

How is COVID-19 impacting workplace benefit sales and enrollment practices in the second half of 2020?

COVID-19 Asset/Liability Management Survey – Summary of Results (September 2020 Update)

This report represents the results of the second round of surveys in a series focused on impacts of COVID-19 and the resulting market conditions and focuses on best practices around asset and liability management (ALM).

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