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New This Week — November 11, 2020

▶Upcoming Webinar: Defined Contribution Advisors: Doing Business in a COVID-Impacted World

▶Featured Solution: FraudShare

▶Featured Benchmark: Fact Book on Retirement Income

▶Featured Course: Finish 2020 With the FSRI

▶Featured Publication: SRI Review

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Upcoming Webinars

Defined Contribution Advisors: Doing Business in a COVID-Impacted World

11/12/2020 12 - 12:45 p.m. EST

NGM principal Chris Bailey shares insights from three “waves" of DC advisor research, exploring advisor expectations and adjustments to the COVID and market crises of 2020, comparing results from March, May, and September.

The Annuity INSIDER Report (December 2020)

12/10/2020 12 - 1 p.m. EST

Challenges remained in the second half of 2020 with the effects of the global pandemic continuing to impact the annuity market. Please join Todd Giesing and Teddy Panaitisor as they review the impacts to the individual annuity market in the third quarter, and the expectations for the future. Registration is open to LIMRA members only.

On Demand Webinars

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

Annuity INSIDER Report (September 2020)

As the impacts of the rapid change from the COVID-19 pandemic were felt throughout the United States, the annuity market was not immune.

5 Things You Need to Know About Employee Benefits and the Coronavirus in 15 Minutes

Learn how employers see the coronavirus pandemic impacting their benefit strategies and what this means for the insurance and retirement benefits marketplace.

Retirement Research

Retirement Resource Guides

Fact Book on Retirement Income

Dec 2, 2022

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.

Institutional Retirement Reference Guide

Feb 26, 2019

Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.

The Retirement Income Reference Book — Fourth Edition

Oct 29, 2018

The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.

Compass Program

Professional Development

SRI 131 — Enroll & Win!

The COVID-19 pandemic and recent regulatory changes have greatly impacted retirement savings. Gain insights for your own retirement planning while you learn more about the industry you work in, by enrolling in SRI 131 — Planning for a Secure Retirement. Enroll in SRI 131 by November 20 for a chance to win one of two $50 (or local currency equivalent for international members) Amazon gift cards. Enroll.

Confused by Annuities? Get Clarity in This Short, Virtual Class!

Learning Live: Annuities is a high-level introduction to how annuities work, helping you understand their various features and benefits, and sales trends. Learn from our expert instructor and ask questions in this live, interactive session on March 17, 2021, 1:00 p.m. – 3:00 p.m. ET. Space is limited, so register now! Details and enroll.

Finish 2020 With the FSRI

As we near the end of 2020, it's a great time to think about professional development goals. LOMA's Fellow, Secure Retirement Institute™ (FSRI™) can provide you with a solid foundation of retirement knowledge. 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! Enroll in a course today and finish out the year strong! Details and enroll.

Gain a Holistic View of the Retirement Industry

Take your first step towards a solid based of retirement industry knowledge with SRI 111 — Retirement Fundamentals. Recently revised, SRI 111 has been updated to cover the evolution of the retirement system and the regulations that affect it, as well as the SECURE Act of 2020. Enroll today so you can deliver the support and solutions your customers need. Details and enroll.

Retirement Benchmarks

Retirement-Related Coronavirus Research

International Fraud Awareness Week

It's almost here — November 15 – 21, 2020. Be prepared for it with information, solutions, and research.

Featured Publication

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

Create My LOMA Learner Profile Now

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

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