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Financial Wellness Initiative

Needs and Opportunities

Americans have expressed significant financial worries because of the coronavirus outbreak. They are concerned about the pandemic's long-term impact on their financial security and the affect it could have on their retirement. Learn more about consumer needs and industry opportunities by visiting our financial wellness resource page.

How COVID-19 Has Impacted the Retirement Business

In our latest LIMRA Unplugged episode Alison Salka, Ph.D., senior vice president and head of LIMRA Research, chats with Yanela Frias, president of Prudential Retirement, about the challenges pre-retirees are facing and how the industry is working to guide them toward financial wellness.


See in a New Light!

Illuminating our members’ professional development journey is at the heart of everything we do at LL Global. We have recently redesigned our LOMA website to provide members with a dynamic, intuitive and user-friendly experience, with easy access to professional development, solutions and services, events and networking, and thought leadership resources. Visit our new site today!

Upcoming Conferences

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.


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.


Live & On Demand Webinars

Videos showing a lock require a account. Click "Create Account" in the header to request an account.

What’s Next? Approaching the Future of Remote-First Work

5/11/2021 11:00 AM EDT - 12:00 PM EDT

Preparing for a post-pandemic world requires organizations to think about where employees will work, how the pandemic set a cultural change in motion, if they want to embrace it, and how.

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

6/30/2021 11:00 AM ET - 12:00 PM ET

Yesterday's differentiators are quickly becoming today's table stakes. This webinar will discuss how markets, products, and distribution are evolving to meet new challenges.


The Annuity INSIDER Report — 4Q 2020

Please join Todd Giesing and Teddy Panaitisor for a 2020 annuity market year in review, and the expectations for the individual annuity market moving forward.

Retirement Research

Advisor Views On Financial Wellness

This is a summary of interviews with financial professionals to gauge awareness of financial wellness programs and find out what distinguishes financial wellness from traditional financial planning.

Retirement Landscape 2020: Impact of COVID-19 and the Retirement Savings Conundrum

Where does retirement stand in the battle of workers’ financial priorities?

Moving Plans? COVID-19’s Impact on Retirement Housing

Did the COVID-19 pandemic cause retirees and pre-retirees to change their plans for housing in retirement?

Professional Development

Learning Live Series

Short, Virtual Sessions Clarify Data Analytics and AI

Data analytics and artificial intelligence are changing how insurers do business. But does everyone in your company understand how, or why? LOMA’s two new Learning Live sessions can help. Designed for employees who don’t work with analytics or AI (yet), these short, virtual, facilitated sessions cover the basics — what these terms mean exactly, why they’re becoming essential to insurers’ success, and how all employees play a role in that success.

Learning Live: Intro to Data Analytics
May 19, 1:00 p.m. – 3:00 p.m. ET

Learning Live: Intro to Artificial Intelligence
June 16, 1:00 p.m. – 3:00 p.m. ET

Earn Your ASRI Designation Before Program Requirements Change!

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. Earn your ASRI before this change goes into effect! Learn more about the ASRI and SRI 240.

Strategic Leadership Programs

Broaden your skill set and engage with leaders across the industry by attending a practical, relevant, virtual program on topics such as innovation, finance, and decision-making.

Creating Competitive Advantage Through Innovation
6/8/2021 EDT - 6/9/2021 EDT

Financial Strategies
7/13/2021 EDT - 7/16/2021 EDT

Featured Publication

Featured Solutions


Learn how your company can defend against new account takeover sources and schemes.

NAIC 275 Compliance Courses

Reasonable diligence, care and skill, and in the best interest of the consumer. We've got you covered for NAIC 275.

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