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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.

Upcoming Conferences

Live & On Demand Webinars

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Prohibited Transaction Exemption 2020-02: Investment Advisor Compliance and Regulatory Impacts

6/9/2021 2:00 PM EDT - 3:00 EDT

The Department of Labor's Prohibited Transaction Exemption 2020-02, called Improving Investment Advice for Workers and Retirees, expands the definition of fiduciary advice under ERISA to recommendations about rollovers and IRA investments.

The Insider Risk Program Journey: Where to Begin

6/15/2021 2:00 PM EDT - 3:00 EDT

This presentation will walk through the top challenges organizations face today when building or evolving an insider risk program, how to identify key stakeholders to strengthen the program, processes that can be leveraged, and technology or licenses that can enable detection and response.

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

6/30/2021 11:00 AM ET - 12:00 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 Evolution of the Annuity Market: Entering the New Normal

6/30/2021 1:00 PM EDT - 2:00 EDT

As vaccines rollout at a rapid pace in the U.S., we are entering a new normal. Please join Teddy Panaitisor and Todd Giesing for a look at the new normal for the individual annuity market, and where Secure Retirement Institute is forecasting sales to go.

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

 

Join our panel of experts to learn about the challenges for organizations and their workforce, and the skills required to successfully navigate through the new world of work.

Professional Development

Gain an Understanding of Employer-Sponsored Retirement Plans

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!

More about the ASRI and SRI 240. 

Learning Live Series

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 p.m. – 3:00 p.m. ET
Register

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

Strategic Leadership Programs

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 four-day dive into Financial Strategies. We'll take a comprehensive look at profitability sources, capital management issues, rating agencies, industry-specific accounting practices, and M&A activity. Using a computer-based simulation, you'll gain a realistic view of the business through the strategic and tactical decisions leaders make.

Financial Strategies
6/8/2021  - 6/9/2021 
Register

Retirement Research

A Future View of U.S. Annuity Sales — Entering a New Normal

Entering 2021, the individual annuity market continued to face significant uncertainty. Even as vaccines have rolled out throughout the U.S., many questions remain regarding what the new normal will be for the individual annuity market.

U.S. Individual Annuity Yearbook

How did sales of individual annuities fare in 2020?

Tech Evolution: Themes, Trends, and Considerations Shaping the Future of Technology in Financial Services

This paper offers a broad set of questions and considerations for organizations to keep top of mind in their technology journey, as they adapt to changing realities and position themselves for future growth.

Remote Realities: Navigating the Virtual Workplace

The drastic set of circumstances in 2020 created an entirely new context for remote work. This article discusses the benefits and challenges of remote work for employees and employers alike. “For companies and their workforces to thrive, it is imperative that foundations are in place to offer resources and help people manage new ways of working.”

Featured Publication

Featured Solutions

Remote PROductivity Toolkit

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

FraudShare

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.

AnnuityXT

Effectively implement your annuity continuing education program.

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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