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Industry Strong — October 13, 2021

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

On Demand Webinars

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The Annuity INSIDER Report - October 2021

10/14/2021, 12 - 1 p.m. EDT

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.

DOL Fiduciary Rule Under the Biden Administration
 

The DOL anticipates taking further action on investment advice, which may mean changing the existing regulation or issuing a new regulation that expands the scope of who a fiduciary is under ERISA.

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.

Professional Development

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. 

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

Advance Your Knowledge With a Short Webinar

It’s 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

Demystify Data Analytics in This Short, Facilitated Session

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, from product overviews to introductions to data analytics and artificial intelligence. Join our last session of 2021 ― Learning Live: Intro to Data Analytics — and stay tuned for more sessions in the new year.

Learning Live: Intro to Data Analytics
Wednesday, November 10, 1:00 p.m. – 3:00 p.m. ET
Register

Featured Publication

SRI Review Number 2, 2021

SRI Review Number 2-2021 explores topics relevant to the retirement industry in the current environment, including the evolution of the annuity and DC markets, consumer trends in retirement preparedness, ESG in investing and retirement savings, best practices in response to DOL PTE 2020-02, PEP perspectives, HSAs, and data privacy.

National Retirement Security Month

October is National Retirement Security Month and Secure Retirement Institute (SRI) supports this campaign by helping our members advance retirement readiness and the financial security of their clients. Did you know that 72% of people who work with a financial professional feel confident they will be able to live their desired lifestyle in retirement while 48% of people who go it alone feel the same. To learn more about this growing marketing read the fact sheet or explore our research.

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

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