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Industry Strong Resources April 22, 2020

Professional Development

Quality industry education, delivered to your desk

ALMI (Associate, Life Management Institute)

Learn about core products, operations, and basic financial concepts of life insurance - for many companies, this five-course designation program is must-have education and training! Only 1 or 2 courses away from finishing your ALMI? Complete those courses by May 15 to be entered for a chance to win $150!  Details or request additional information.

NEW! Learning Live Series

Each live, interactive, 2-hour session covers an industry-specific topic. Engage with expert instructors and peers in LOMA’s dynamic virtual classroom!  Register now for the first sessions: Industry Overview, May 19. Life Insurance Products, June 10.

IRA Fundamentals: Short Online Courses

With the IRA deposits deadline extended to July 15, now is an ideal time to learn more about IRAs. This series of 11 short, online courses focuses on IRA products and administration, and presents complex material in an easy-to-understand format. It provides building blocks for a better IRA sales, servicing and support model.

Assessments

Achieve your business goals with effective recruiting, selection, productivity, and retention

Performance Skills Index with Learning Styles

New hires need to quickly understand your product line, your systems, and your operations — and pass licensing exams. Your managers can rely on Performance Skills Index with Learning Styles to identify quick learners
and understand and leverage each candidate's primary learning style.

Call Center Simulation

Call Center Simulation is a computer-based simulation that accurately pre-screens contact center job applicants. Applicants "test drive" the job, experiencing what it’s really like to operate a call center workstation. They receive a realistic preview of the job; you receive a realistic preview of their abilities.

Worker of the Future

In response to the changing nature of work, our employee assessment experts have reviewed decades of research and data to identify a critical skillset that employees will need to successfully navigate the future of work.

Upcoming and On Demand Virtual Events

Compliance in the time of COVID-19: The New Normal

In this first session of the Regulatory Compliance Exchange Series we’ll discuss frequent and dynamic risk assessments, staying engaged with senior management, keeping up with changing regulations, managing compliance in a remote work environment, and more.

karTECH Talks Episode 4: Cyber Security Part 2

In part 2 of Kartik's discussion on cyber security, Kartik emphasizes the role people play in protecting your company's infrastructure. During COVID19, it's more important than ever to be vigilant of both the external and internal threats to your information security.

COVID-19 Impact on the US Financial System

Partners from Oliver Wyman, share valuable insights in this on-demand webinar: COVID-19 Impact on the US Financial System.

Retirement

Flight Risk – Sponsors Consider New DC Plan Providers

Most plan sponsors are satisfied with their provider, but one-third are considering a switch. The largest firms, as well as hospital or healthcare providers, are the most likely to consider the change. Improving investment options and fiduciary support are the decision-makers’ main drivers.

Fact Book on Retirement Income

This study provides an analysis of the retirement income market by different segments, demographics, or retirement status. The information can help advisors and institutions recognize investor trends and target the segments of greatest opportunity.

COVID-19 Company Practices – Annuity Product Changes & Suspensions

As the economic environment continues to change rapidly due to the COVID-19 outbreak, annuity manufacturers are carefully looking at their current product offerings. Scenarios such as extreme volatility and interest rates, at levels never imagined are impacting annuity manufacturers. This survey was fielded to assess what changes carriers are implementing to annuity products to handle this extreme environment.

Research & Benchmarks

Good reads for uncertain times

Are Canadian Employers Focused on Offering Employee Benefits?

This report provides insight on benefit penetration rates for group insurance, retirement and non-insurance benefits for employers with 5 and more employees in the private business sector.

U.S. Wholesaler Company Practices and Compensation

The study tracks salary, total income, and productivity information for wholesalers and their management organizations. It also examines the structure of incentive programs as well as emerging trends and practices in the administration of wholesaling compensation. Participants may also measure their results directly against their top competitors by establishing a peer group.

U.S. Individual Life Insurance Sales

These reports reveal the current state of the industry, based on growth, market share, and average policy size purchased by product and distribution. Results are meant to provide companies with competitive intelligence and to assist with marketing strategies, product development, and distribution planning.

Coronavirus (COVID-19)

The latest industry news for uncertain times

Coronavirus (COVID-19): Consumer Retirement Concerns

Drawing on LIMRA’s Consumer Sentiment Survey to understand the impact of a potential coronavirus-related recession on Americans’ retirements.

Consumer Investment Concerns

Drawing on LIMRA’s Consumer Sentiment Survey to understand the impact of a potential coronavirus-related recession on Americans’ investment decisions

COVID-19 Company Practices – Annuity Product Changes & Suspensions

As the economic environment continues to change rapidly due to the COVID-19 outbreak, annuity manufacturers are carefully looking at their current product offerings.

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.

COVID-19 and Workplace Benefits: Benefit Provisions and Changes

How are workplace benefit carriers adjusting benefit provisions in response to COVID-19?

For Your Advisors

Resources for Advisors

We’ve pulled together resources and support tools to help you ensure your practice stays on track during these trying times. These tools will help you well beyond our current environment…and into your new normal! The best industry proven solutions and resources are available for you. Enjoy!

Coronavirus (COVID-19): Registered Investment Advisors (RIAs)

Learn how COVID-19 is affecting registered investment advisors (RIAs).

Tools from Trustworthy Selling

Prospecting Ideas for Success

Active Listening

Poor Listener vs Good Listener

4 Steps to Successful Telephone Scripts

The Principles of Telephone Engagement

Featured Subscriptions

Industry news2use

This semi-weekly, digital newsletter showcases important global financial services industry updates and links to related LIMRA, LOMA, and SRI resources. Please subscribe to receive this new member benefit on Tuesdays and Thursdays.

LIMRA MarketFacts

For 30 years, LIMRA MarketFacts has been the premier publication for financial services executives worldwide.

Resource Magazine

Resource provides employees of LOMA member companies with news and information about industry operations and management. Topics covered include industry trends, technology, operations, customer service, human resources, financial management, strategic management, and education.

LOMA e-News

LOMA's monthly email newsletter for insurance and financial services industry professionals. Featuring an article from Resource Magazine, topic summaries and links to new research briefs, and more.

Secure Retirement Institute Review

Gain actionable insights you won’t find anywhere else. LIMRA experts and industry leaders provide fresh perspectives on the retirement market, including consumers, products, distribution, technology, and domestic global trends. Subscribe

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Serving the industry since 1916, LIMRA is a worldwide research, consulting, and professional development not-for-profit trade association. Nearly 700 financial services companies in 53 countries rely on LIMRA’s research and educational solutions as the trusted source of industry knowledge to help them make bottom-line decisions with greater confidence. Companies look to LIMRA for its unique ability to help them understand their customers, markets, distribution channels, and competitors to give them leverage on developing realistic business solutions.