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Upcoming and On Demand Virtual Events
May 12, 2020
1:00-2:00 PM EDT
Join William Evanina, Director of the National Counterintelligence and Security Center and Head of U.S. Counterintelligence, as he discusses cybersecurity in a COVID-19 world, why the Financial Services industry is a ‘soft target’, and what we can all do to protect our company’s and nation’s digital assets against malicious actors.
April 29, 2020
11:00-12:00 ET
During this session, Meryl Rosenthal and Kathy Kacher, workplace mobility experts, will provide best practices to answer these questions and set both leaders and employees up for success.
April 29, 2020
3:00-4:00 PM ET
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.
May 14, 2020
2:00-2:30 PM ET
Employers have many factors to consider when choosing a voluntary benefits carrier, and their expectations of their carriers are high. What are employers’ most important considerations when selecting a carrier for their voluntary benefits? And, which factors contribute most to their ongoing satisfaction (or dissatisfaction) with their benefits providers?
Professional Development
Quality industry education, delivered to your desk
Helping newly hired employees get acclimated in today’s remote work environment is challenging. Let this live, virtual session introduce them to our complex industry and the forces shaping business today. Students interact with expert instructors and industry peers in a dynamic virtual classroom, helping them learn and connect during this time of physical separation. Register now for the first session: Industry Overview, May 19.
Virtual work can be isolating, making it harder for employees to see how individual functions contribute to the big picture. Students who earn this certificate – just two courses – will feel more secure tackling industry challenges as they learn their role in ensuring your company’s financial success. It empowers your employees to make innovative, informed decisions that improve customer experience and benefit operations.
Details | Enroll in LOMA 281 | Enroll in LOMA 291
To feel prepared in the face of uncertainty, employees need a strong knowledge base. This job-relevant course helps them understand the key economic, financial, and business concepts that contribute to life insurance company profitability. After taking this course, they’ll be better equipped to handle the economic variability we are seeing in the current market. Details and enroll
Research & Benchmarks
Good reads for today
Are agencies finding viable candidates? See a current snapshot of recruiting information for U.S. agency-building, Canadian, and multiple-line exclusive agents (MLEA) agents.
This report marks the fifth wave of this valuable tracking study, which profiles the life insurance industry in Canada and updates historic trends.
How are InsurTech companies making insurance easy to buy, and what can industry incumbents learn from them?
Assessments
Achieve your business goals with effective recruiting, selection, productivity, and retention
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.
Do you need to hire people who can effectively communicate with customers or colleagues by email, web chat, text, and other nonvoice methods? Then SelectWrite™ can help you. This assessment uses artificial intelligence and a rigorously-developed standardized scoring system to instantly and objectively evaluate a job candidate’s ability to write clearly and effectively.
Retirement plan communications is a balancing act for plan providers who must navigate the demands of legal requirements, participant and sponsors preferences, costs, and technology.
The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.
Benchmark sales for a range of annuity products, reported by distribution channels and market types.
On-Demand Webinar - Your one-stop-shop for U.S. annuity sales data.
Benchmark sales for a range of annuity products, such as variable, indexed, market value adjusted, book value, immediate and structured settlement annuities.
The retirement business is complex, and the current volatility in financial markets makes it even more challenging. The ASRI designation offers information on successful retirement outcomes, retirement marketing and acquisition, and administration of retirement plans and products. This knowledge helps employees improve their job performance and your company’s readiness for future opportunities. Details
Coronavirus (COVID-19)
The latest industry news for uncertain times
This carrier practices survey is part of a series of research exploring the impact of COVID-19 on the workplace benefits industry. This survey explores issues pertaining to the impact of COVID-19 on workplace sales, underwriting, and enrollment practices. Twenty-nine companies participated in this research. Data was collected from April 9 through April 20, 2020.
This carrier practices survey is part of a series of research exploring the impact of COVID-19 on the workplace benefits industry. This survey explores issues pertaining to the treatment of COVID-19 under specific benefits provisions and intended changes. Thirty-one companies participated in this research. Data was collected from April 2 through April 13, 2020.
As the economic environment continues to change rapidly due to the COVID-19 outbreak, annuity manufacturers are carefully looking at their current product offerings. What changes are carriers are implementing to annuity products to handle this extreme environment?
This 7-company member survey explores the circumstances (COVID-related and otherwise) under which DC recordkeepers will waive (or consider waiving) loan, hardship, and/or plan amendment fees for plan sponsors.
In early April 2020, Secure Retirement Institute® (SRI™) surveyed defined contribution (DC) recordkeepers about whether the CITs their company works with require large trade notices for participant activity. Six companies, representing approximately 15 percent of DC assets under management, responded.
As part of LL Global’s (LIMRA, LOMA, SRI) Low Interest Rate Executive Task Force, we partnered with the Society of Actuaries (SOA) and Oliver Wyman to conduct a series of surveys on the COVID-19 pandemic and its potential impacts on the insurance industry. COVID-19 has greatly affected the economy, impacting asset values and driving down long-term interest rates.
As part of LL Global’s (LIMRA, LOMA, SRI) Low Interest Rate Executive Task Force, we partnered with the Society of Actuaries (SOA) and Oliver Wyman to conduct a series of surveys on the COVID-19 pandemic and its potential impacts on the insurance industry.
The Secure Retirement Institute®, (SRI™) has been benchmarking certain metrics for decades in our 401(k) Scorecard, and a look back at 401(k) sales and plan formations, and book of business metrics, among a common set of reporting companies can help inform strategic responses, planning, and projections.
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.
Learn how COVID-19 is affecting insurance agents.
How disruptive is it to their practice?
Has it changed the way they communicate with their clients?
What are the top concerns of their clients?
Have they placed restrictions on who can visit their offices?
Have they implemented alternate staff arrangements for their staff?
Tools from Trustworthy Selling
Virtual Worker
Considerations for effective virtual work
MarketFacts
Access insightful thought leadership on the forces driving the financial services industry. Our award-winning magazine content speaks to critical issues for the industry, including technology, retirement, insurance, workplace benefits, globalization, financial wellness, employee productivity, professional development and assessment, operations, management, and products and services.
SRI® 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.
Industry news2use
This semi-weekly newsletter showcases important global financial services industry updates and links to related LIMRA and LOMA resources. Please subscribe to receive Industry news2use in your inbox on Tuesdays and Thursdays.
Member Connection
Connecting our members to knowledge, insights, and solutions for insurance, retirement, and workplace benefits every month.
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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.
