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Upcoming Conferences

Live & On Demand Webinars

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The Annuity INSIDER Report - June 2021

6/24/2021 12:00 PM EDT - 1:00 PM EDT

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

6/30/2021 11:00 AM ET - 12:00 PM 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 PM 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.

Professional Development

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

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. 

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 roll out throughout the U.S. many questions remained 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?

Predicting and Preventing Fixed Indexed Annuity Surrenders

LIMRA’s analytics team examines the factors that cause customers to surrender fixed indexed annuities.

Compass Program

AnnuityCompass

Tap into the power of the industry’s first database of annuity buyers and owners.

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