▶Upcoming Virtual Conference: 2021 Supplemental Health, DI and LTC Conference
▶Featured Research: A Future View of U.S. Annuity Sales — Entering a New Normal
▶Compass Program: Annuity Compass
▶Featured Solution: RemotePRO Toolkit
The Annuity INSIDER Report - June 2021
Please join Teddy Panaitisor & Todd Giesing to see the impact these factors had on first quarter annuity sales, and a vison of the future for the annuity market.
The Evolution of the Retirement Plan Industry: Planning for the Future
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
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.
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:
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.
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!
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.
How did sales of individual annuities fare in 2020?
LIMRA’s analytics team examines the factors that cause customers to surrender fixed indexed annuities.
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