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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 - 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.


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.


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 a.m. - 12 p.m. 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 a.m. - 12 p.m. 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.

Professional Development

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. Join us for an upcoming session:

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

Learning Live: Life Insurance Products
July 21, 1:00 – 3:00 p.m. ET

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. Changes are coming soon to the 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!

Details and Enroll 

Meet Today's Industry Challenges. Prepare for the Future.

Broaden your skill set and engage with leaders across the industry in a virtual Strategic Leadership program. Join us in a virtual classroom for a two-day dive into Creating Competitive Advantage Through Innovation. We'll take a comprehensive look at the links among organic growth, innovation, change management, and productivity ― and how to positively impact all of these factors. This program blends learning with practical application so you will be equipped with the knowledge, processes, and tools needed to improve how your organization innovates.

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

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?

Featured Publication

Featured Solutions


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.

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.

Remote PROductivity Toolkit

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

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

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