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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.

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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.

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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

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

Featured Publication

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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