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New This Week — October 22, 2020

Week 3 of Secure Retirement Month

▶Join the Secure Retirement Institute on LinkedIn

LAST CHANCE to Register for Our Flagship Event:
LIMRA Virtual Annual Conference

▶Featured Solution: FraudShare Celebrates First Anniversary

▶Featured Publication: LIMRA MarketFacts Number 4, 2020

▶Featured Course: Craving Up-to-Date Compliance Knowledge?

▶Featured Course: Insurers Face New Compliance Challenges

Update Your Industry Strong Preferences

We are preparing to customize Industry Strong based on the topics most important to you! Update the form below to pick which version(s) you will begin receiving in November.


Upcoming Virtual Conference

Featured Solution

Professional Development

New! SRI 500 Course Now Has Self-Proctored Exam

In today's uncertain environment, it's important to understand the "what, why, and how" of the retirement industry. LOMA's Fellow, Secure Retirement Institute™ (FSRI™) can provide you with a solid foundation of retirement knowledge. And now, with the new testing format for SRI 500—Transforming Retirement Security, the entire FSRI program can be completed online—no need for a proctored exam! Details and enroll.

Craving Up-to-Date Compliance Knowledge?

With new content on FINRA rules and the SEC’s Regulation Best Interest, AIRC 411 — The Regulatory Environment for Life Insurance provides an overview of how the government regulates U.S. life insurance companies and the economic concepts behind those regulations. This course provides the knowledge you need to feel secure working in today’s uncertain operating environment. Details and enroll.

Insurers Face New Compliance Challenges

AIRC 421 — Regulation of Life Insurance Products, Sales, and Operations will get you up to speed on the regulation of life and annuity products in the United States. You'll dive into the regulatory side of life company operations such as sales and underwriting. Now covering the SECURE Act, Reg 187, Reg BI, and more, this course can help you serve customers with confidence. Details and enroll.

ACS Enroll & Win

Delighting customers takes work. It's important to have the knowledge and skills necessary to deliver exceptional customer service — especially in today's environment. Earning LOMA's Associate, Customer Service™ (ACS®) proves you've mastered customer service topics and shows a drive for professional growth. Enroll in an ACS course by October 30 for a chance to win one of four $50 (or local currency equivalent for international members) Amazon gift cards. Details.

Upcoming Webinars

Canadian Wholesaling: Where’s the Puck Going?

11/5/2020 1 - 1:30 p.m. EST

This joint webinar by LIMRA and EY, will feature results from Redefining Wholesaling: The LIMRA-EY Canadian Wholesaler study.

Defined Contribution Advisors: Doing Business in a COVID-Impacted World

11/12/2020 12 - 12:45 p.m. EST

NGM principal Chris Bailey shares insights from three “waves" of DC advisor research, exploring advisor expectations and adjustments to the COVID and market crises of 2020, comparing results from March, May, and September.

On Demand Webinars

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

The Future Is Now: Emerging Talent Trends in Insurance

Join Korn Ferry for insights into the demands of a new world of work “post-COVID," and what these trends in insurance mean for the leadership, talent, and succession required to innovate and compete.

Financial Wellness in the Time of COVID-19

The growth of — and need for — wellness programs has been increasing for years. The financial, mental, and economic stress created by the recent COVID-19 pandemic and its economic repercussions will only increase this need.

Insurance Research

U.S. Individual Life Insurance Forecast

LIMRA’s forecast of individual life insurance sales in the United States by product line over the next three years.

Tips for Success in Social Media and Financial Advice

This webinar profiles the market for financial advice and the use of social media among those seeking an advisor.

Workplace Benefits Research

Canadian Employers: Employee Benefits and Benefits Strategy Series

Designing and investing in an effective benefits program takes significant administrative and financial resources. The success of any chosen path will depend on the clarity of its objectives and the precision of its strategy.

U.S. Worksite/Voluntary Sales and In Force

Results are in! View the latest market stats on 100 percent-employee-paid products sold at the workplace.

Coronavirus Research

The COVID-19 Effect: High Tech With Human Touch to Optimize Life Insurance Customer Experience

Learn how COVID-19 is shaping the future of customer experience for life insurance.

COVID-19: Defined Contribution Advisor Response

The COVID-19 crisis has impacted sales activity in the defined contribution marketplace; Secure Retirement Institute® and NMG partnered research explores advisor reactions and plans in light of the crisis.

The Early Impact of COVID-19 on Workplace Benefits Customer Service Delivery

This research explores how COVID-19 is impacting workplace benefits carriers’ customer service delivery to existing nonmedical clients.

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

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