Industry Strong — September 29, 2021
Resources to keep you informed and connected to the industry.
Life Insurance Awareness Month
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
Advance Your Knowledge
Next month is National Financial Planning Month! Join us for our Advance Your Knowledge Webinar — The Importance of Financial Planning — as we discuss LOMA's Associate, Secure Retirement Institute (ASRI) designation.
The Importance of Financial Planning
Friday, October 15, 11:00 a.m. – 11:30 a.m. ET
Register
Take a Break and Educate Your Teams on Professional Development Opportunities
We're operating in a time of constant change — let us 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.
Annuities & Analytics – Two Key Training Courses for Year-End Learning
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: Annuities
Wednesday, October 13, 1:00 p.m. – 3:00 p.m. ET
Register
Learning Live: Intro to Data Analytics
Wednesday, November 10, 1:00 p.m. – 3:00 p.m. ET
Register
Earn Your ASRI Designation Before Program Requirements Change!
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!
Upcoming Conferences
2021 LIMRA Virtual Annual Conference
10/26/2021 - 11/30/2021
Did you miss the 2021 LIMRA Annual Conference? Not to worry, you still have the opportunity to hear our impressive group of speakers and attend our information-packed breakout sessions. Speakers include General James Mattis, former United States Secretary of Defense; Alison Levine, polar explorer and mountaineer; Jason Dorsey, author and generational speaker; Michael Rogers, the Futurist in Residence at the New York Times; and Robin Roberts, American broadcaster. Best of all, you can save 20% with our on-demand pricing! But hurry — this is only available through November 30! Register soon!
Agenda
Live & On Demand Webinars
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Strategic Imperatives for the Canadian Insurance Market: Consumer and Small Business Needs for 2022
EY's Canadian Consulting leaders, Janice Deganis and Puneet Chattree, will discuss key findings from the EY 2020 and 2021 Insurance Consumer Surveys for life, retirement, and P&C consumers and small business owners.
The Annuity INSIDER Report - October 2021
As we entered the second quarter, the industry continued to face have challenges and opportunities. Please join Todd Giesing and Teddy Panaitisor to see how the annuity market fared and the key drivers of growth.
The Evolution of Workplace Benefits: Planning for the Future
We will explore what customer-centricity means, how new ways of analyzing data can be used to anticipate customer expectations, and why a truly customer-focused digital solution will be the way of the future.
Featured Publication
MarketFacts: Your RESOURCE for Industry Insights — Number 3, 2021
Issue number 3-2021 of our flagship magazine — MarketFacts: Your Resource for Industry Insights — focuses on the evolving landscape of workplace benefits, as well as a feature on technology trends. It offers executive perspectives on digital solutions, technology, and life insurance — as well as insights on current trends in disability, retirement, data privacy, and compliance response to the DOL PTE 2020-02.
Retirement Research
Annuities: What Do Advisors Think?
Find out how financial advisors view the annuity sales process, market outlook, and more.
Annuity Buyer Metrics
An annual buyer study providing insight into who is buying annuities and why they are turning to individual annuity products.
Insurance Research
U.S. Individual Life — COVID-19 Mortality Experience Study
This report is the second public release from the collaboration between LIMRA, SOA, RGA and TAI. The report contains the results of an excess mortality analysis for the first three quarters of 2020. Data from 31 companies representing approximately 68% of the industry face amount inforce have been included in the analyses in this report.
Let's Talk Life — Why Do Consumers Live With a Life Insurance Need Gap?
This study examines the reasons consumers live with a life insurance need gap and explores opportunities for the industry to overcome the barriers that prevent these consumers from obtaining the coverage they know they need.
Workplace Benefits Research
U.S. Workplace Benefits Yearbook
Read the most comprehensive overview of the U.S. workplace benefits market, including sales and in-force results and historical trends.
Data Security: The Key to Financial Wellness
Balancing personalization and data privacy to create financial wellness programs that resonate with employees.
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