Skip to content

Upcoming Conferences

On Demand Webinars

Videos showing a lock require a account. Click "Create Account" in the header to request an account.

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


This webinar will discuss how markets, products, and distribution are evolving to meet new challenges. What does the future of retirement plans look like, and how will that impact the next generation of products and services? How are the best companies positioning themselves for success?

The Evolution of the Annuity Market: Entering the New Normal


As vaccines roll out 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.

Five Things You Need to Know About the IRA Rollover Market in 15 Minutes

The IRA rollover market is massive and should continue growing in the coming years.

Professional Development

Baffled by Annuities? Learn the Basics in This 2-hour Virtual Session

Short, Facilitated, Virtual Sessions Expand Knowledge

Annuity products are complicated, but our expert instructor breaks them down in this live, interactive session. Our upcoming session, Learning Live: Annuities, is a high-level introduction to how annuities work, helping you understand their various features and benefits, and sales trends. Space is limited, so register now for this dynamic virtual class! 

Learning Live: Annuities
Wednesday, October 13, 1:00 p.m. – 3:00 p.m. ET

Make 'Cents' of the Retirement Industry With SRI 240

Today's disruptions make it important to understand how your company makes money. Knowledge of the financial aspects of the retirement industry can equip you to take on new challenges and responsibilities. SRI 240 — Profitability in the Retirement Business can give you a "big picture" view of the financial aspects of the retirement business so you can be successful in your role.

Details and Enroll. 

Executive Immersion: An Essential Resource


Hear from Janet Dulohery, Vice President of Human Resources, SE2, as she explains how SE2 leverages Executive Immersion to ensure top leaders get up to speed quickly on how insurance companies function.

Take a Break and Educate Your Teams on Professional Development Opportunities

We're operating in a time of constant change — let LL Global help you and your teams take control and transform challenges into opportunities! Our brief, virtual Break & Educate event provides learners at member companies with the knowledge and motivation needed to begin or continue along their professional development journey.

Schedule an event

Retirement Research

Annuity Buyer Metrics

An annual buyer study providing insight into who is buying annuities and why they are turning to individual annuity products.

Money in Motion: Understanding the Dynamics of the IRA Rollover Market

Learn more about the intricacies of the IRA rollover market.

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.

Featured Publication

Financial Wellness Initiative

Needs and Opportunities

Financial wellness is one of the biggest challenges in our industry and our nation. COVID-19 has propelled consumers down a path toward holistic financial wellness. Over the last two years, 64 million consumers said they would like to work with a financial advisor. To learn more about financial wellness and how our industry can help, visit our Financial Wellness Resources web page.

Featured Solution

Create Account

Create My Account Now

With your account you'll have thousands of research reports, industry trends, and data points at your fingertips.

Create My LOMA Learner Profile Now

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

Did you accomplish the goal of your visit to our site?

Yes No