Industry Strong — June 16, 2021
Industry Strong — Workplace Benefits
Resources to keep you informed and connected to the workplace benefits industry.
Help Protect Our Families
Workplace Benefits Leaders Discuss Impact of COVID-19 on Workers’ Financial Concerns
In the first of four videos, three workplace benefits leaders share their thoughts about why it is more important for employers to promote their life insurance benefit this year to their employees.
Our sincere thanks to the following executives for taking the time to share their insight and expertise:
- David Healy, senior vice president, Group Benefits, Sun Life U.S.
- Todd Katz, executive vice president, Group Benefits, MetLife
- Jamie Ohl, executive vice president, President, Workplace Solutions, Head of Operations and Brand, Lincoln Financial Group
Visit the Help Protect Our Families landing page for consumer insights, best practices, thought leadership, and social media content. We encourage you to download and share this video on social media using #HelpProtectOurFamilies
Help Protect Our FamiliesProfessional 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: Life Insurance Products
July 21, 1:00 – 3:00 p.m. ET
Register
Overview of Individual Life Insurance Distribution
August 25, 1:00 – 3:00 p.m. ET
Register
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!
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 next month 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
7/13/2021 - 7/16/2021
Register
Workplace Benefits Research
What’s Next for Workplace Benefits: Prioritized, Personalized, and Positioned for Tomorrow
This paper provides an overview of key workplace benefits considerations -- including trends shaping today's workforce and the evolution of core and emerging benefits products.
Delivering on Digital Customer Experience: Are Workplace Benefits Carriers Aligned With Employee Preferences?
Where are there disconnects between the digital experiences employees want and what carriers are providing?
Accelerated Digitization: Driving an Industry in Transition
This report explores how companies are leveraging digital solutions to adapt to changing realities and position themselves for future growth.
Upcoming Conferences
2021 Advanced Sales Forum
8/2/2021 - 9/3/2021
Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market.
Agenda
Upcoming and On Demand Webinars
The Workplace Benefits Report - June, 2021
Join Pat Leary, corporate vice president, workplace benefits research, as he shares 2021 first quarter workplace benefits sales results and other marketplace insights.
The Drive to Digital: Creating Enduring Employee Engagement
This webinar will share how human and digital solutions are aligning to create engaging digital experiences and enduring employee engagement.
The Workplace Benefits Report - April
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.
Featured Publication
MarketFacts: Your RESOURCE for Industry Insights — Number 2, 2021
Issue number 2-2021 of our flagship magazine — MarketFacts: Your Resource for Industry Insights — focuses on insurance trends, with a feature on professional development. It offers executive perspectives on the future of the industry, as well as current trends in workplace benefits, retirement, and the Help Protect Our Families campaign.
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.
Remote PROductivity Toolkit
Don't let distractions stand in the way. Ensure your employees and leaders are RemotePROs.
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