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Industry Strong Resources - June 3, 2020

Professional Development

Quality industry education, delivered to your desk

Curious about the CARES Act?  Take 15 minutes to learn how it affects IRAs and retirement plans

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 temporarily changes the tax guidelines for IRAs and retirement plans such as 401(k) and 403(b) plans. Find out how this works and what it means in The CARES Act and Retirement Security, a FREE 15-minute highly interactive online course from LOMA! Details and registration

Need more clarity on life insurance products? This live, virtual training is for you!

If you need to better understand the policies your company sells, this 2-hour course can help. Next up in our new Learning Live Series, Insurance Basics: Life Insurance Products  provides a clear, concise introduction to term, whole life, and universal life insurance products. Let our expert instructor answer your most pressing questions! Register now -- space is limited and filling fast. Details and registration.

Energize Employees to Sustain Excellent Service

Do your customer service efforts need a boost? Today’s employees may have to help customers affected by the pandemic or changes to guarantees. Our Associate, Customer Service (ACS®) designation equips staff to help policyholders navigate challenging times. With 3 required courses and 2 electives, employees will learn to identify customer pain points, empathize, and communicate across cultures and generations. They'll also see how analytics can  improve the customer experience, and get tips for identifying fraud red flags. Details

For Your Advisors

Financial Support for Advisors and Wholesalers in the U.S. and Canada

Will advisors and wholesalers receive financial relief from carriers if sales are negatively impacted by coronavirus?

Advisor Pulse in the Time of COVID-19 Series

Between March 13-20 and March 30-April 3, insurance agents, registered investment advisors (RIAs), and registered advisors shared how their practices are being affected by COVID-19.

Behavioral Economics Principles

How can you truly influence the way prospects and clients make buying decisions? Align your sales process with behavioral economic principles, and you will achieve greater results.

Using Behavioral Economics in Presentations

Check out what LIMRA research tells us consumers want in a sales presentation.

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This semi-weekly newsletter showcases important global financial services industry updates and links to related LIMRA, LOMA, and SRI resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays and Thursdays. Subscribe

LIMRA Limelight

Subscribe today to this monthly e‑newsletter to access research focused on life insurance, retirement, and workplace benefits. In addition, you will be connected to the events, and solutions from LL Global. Subscribe

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

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Additional Resources

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Life Insurance

View the latest consumer and sales information for individual and worksite life insurance.

Workplace Benefits

Examine the life, health, and related employee benefits marketplace from the carrier, employer, employee, and distributor perspectives.

Virtual Workplace Effectiveness

Learn effective strategies for working in a virtual environment.

 

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.