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New Program Features Instruction by Social Media Expert Erik Qualman

BOSTON, Aug. 22, 2013 — James Kerley, president, LIMRA Services, today announced a new training program in collaboration with social media expert Erik Qualman at the 2013 LIMRA LOMA Social Media Conference in Boston, Mass.

The four-part training program, entitled Winning Clients via Social Media, is designed for financial sales professionals, including insurance agents, registered representatives and investment advisor representatives, and will be offered as self-paced online training. The program instructs how to unlock the power of social media to expand networks, improve professional relationships online and prospect using social media platforms.

According to Kerley, “Now is the perfect time to offer this course. LIMRA research shows that 90 percent of financial services companies are using some form of social media. The next step is how to best maximize social media for business while, at the same time, meet compliance standards.”

Three of the sessions will emphasize marketing via social media and will be led by Qualman, author of Socialnomics and respected social media expert. The fourth session will be dedicated to social media compliance for financial sales professionals. The compliance section may be used for FINRA firm element requirements and can be customized for each company’s specific policies and procedures.

Qualman said of his involvement, “I'm thrilled to team with industry leader LIMRA to offer dynamic and specialized training for Financial Professionals so they can win new clients via social media.”

The course will be available September 2013, with corporate orders being taken now.

LIMRA Contacts:

Catherine Theroux, 860-285-7787,
Mark Morris, 860-285-7875,


LIMRA is a worldwide research, consulting and professional development organization that helps more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness. Visit LIMRA at

Media Contacts

Catherine Theroux

Director, Public Relations

Work Phone: (860) 285-7787

Mobile Phone: (703) 447-3257

Brooke Lacey

Senior Public Relations Specialist

Work Phone: (860) 298-3920

Mobile Phone: (413) 530-6184

Bailey Reed

Public Relations/Social Media Specialist

Work Phone: (770) 984-3788

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