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Industry Strong — March 24, 2021

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New This Week

New This Week — March 24, 2021

▶New Campaign: Financial Wellness

▶Learning Live Series: New Topics Available

▶Upcoming Conference: 2021 Marketing Conference

▶On Demand Webinar: Pandemics and Predictions: What You Need to Know About the Future of Workplace Benefits and Wellness

▶New Research: How Can We Help You? Using Employer Perceptions to Define Digital Tool Opportunity and Strategy in Voluntary Benefits

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Financial Wellness Initiative

Resources

“Financial wellness” dominates industry headlines — and has become a buzzword for advisors, employers, benefit companies, and retirement firms. But what does financial wellness really mean?

LL Global — in cooperation with PwC and executives from member companies — created a task force to address this essential question. Coming up with a working definition of financial wellness — being confident in your financial situation, able to withstand unexpected expenses, and enjoy a financially secure future — was just the first step.

Benefits & Goals

This ongoing financial wellness initiative will provide:

  • Measurement of consumer financial wellness (Financial Wellness Index [FWI])
  • Ongoing research/articles on financial wellness and emergency savings
  • Continued discussion via industry forums, webinars, and workshops

We encourage you to become part of the financial wellness conversation! Learn more about consumer needs and industry opportunities on 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.

Upcoming Conferences

2021 Retirement Industry Conference

5/12/2021 - 6/14/2021

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.

Agenda

2021 Marketing Conference

6/2/2021 - 7/2/2021

The content of this year’s conference is aligned to reflect the evolving customer-centric market and the needs of our industry marketers.

Agenda

Workplace Benefits Research

How Can We Help You? Using Employer Perceptions to Define Digital Tool Opportunity and Strategy in Voluntary Benefits

Get information on employer perceptions that can help drive strategy in digital tool development: availability of digital tools, usefulness of a specific tool in addressing a significant problem, and tool quality.

Auto-Enrollment in Nonmedical Insurance Benefits: Simplifying the Experience and Ensuring Peace of Mind

Find out which factors influence employers’ perceptions of auto-enrollment and how to increase receptivity.

COVID-19 and Workplace Benefits: New Perspectives

This survey examined employees’ views on their insurance and related benefits in light of the COVID-19 pandemic.

Live & On Demand Webinars

The Workplace Benefits Report - April, 2021

4/22/2021 1 - 1:30 p.m. EDT

2020 was a year like no other. Join Pat Leary, Corporate Vice President, Workplace Benefits Research as he reviews year-end workplace benefits insurance sales and shares new insights for 2021.

Pandemics and Predictions: What You Need to Know About the Future of Workplace Benefits and Wellness
 

Wondering how to stay competitive in the changing world of workplace benefits? Learn more about evolving trends and how to prepare for the challenges facing benefits providers.

5 in 15 Digital Transformation in Workplace Benefits

This webinar will share five key findings in 15 minutes from LIMRA’s recent carrier practices study on digital transformation in workplace benefits.

Professional Development

Gain an Understanding of Employer-Sponsored Retirement Plans

The Associate, Secure Retirement Institute (ASRI) program provides valuable knowledge about the retirement industry. These online interactive courses with self-proctored exams will equip you with an understanding of the retirement system, retirement principles and products, workplace retirement plans, and underlying support services. Details and enroll.

Short, Facilitated, Virtual Sessions Expand Knowledge

Join your industry peers in our Learning Live Series! In each virtual session, expert instructors explain key concepts and lead interactive discussions to clarify understanding. The series covers a range of topics specific to the life insurance and financial services industry, from product overviews to customer experience. Learn more.

Featured Publication

MarketFacts: Your RESOURCE for Industry Insights — Number 1, 2021

Issue number 1-2021 of our revamped flagship magazine — MarketFacts: Your RESOURCE for Industry Insights — explores industry trends and executive perspectives on 2021, reflections on the current environment, as well as current trends in insurance, workplace benefits, retirement, professional development, and the ongoing virtual work.

Featured Solutions

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.

Remote PROductivity Toolkit

Don't let distractions stand in the way. Ensure your employees and leaders are RemotePROs.

Help Protect Our Families

Help Protect Our Families

LL Global, the parent company of LIMRA and LOMA, has partnered with seven other trade associations to launch Help Protect Our Families. This campaign aims to raise industry awareness about the U.S. life insurance coverage gap and provide resources to support the efforts of life insurers and financial security professionals as they help Americans get life insurance coverage they need to protect their loved ones.

For more information, visit Help Protect Our Families.

Help Protect Our Families

Building Momentum

Watch to learn about the campaign's successes in February 2021.

Watch the Video

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