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Upcoming Virtual Events

Cybersecurity in a COVID 19 World: An hour with William Evanina

May 12, 2020 1:00 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.

Virtual Worker Solutions Webinar

May 14, 2020 11:00 AM EDT

LOMA has developed two resources to help companies during this challenging time of working remote:

  • Virtual Worker Assessment
  • Virtual Worker Survival Skills

Join us to get a sneak peak of these two offerings – both of which are free to members until June 30th.

How Can We Help You? Employers Share Their Experiences and Expectations for Voluntary Benefits

May 14, 2020 2:00 PM EDT

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

Business Law Course Now Has Self-Proctored Exam Option

The new e-book format of LOMA 311: Business Law for Insurance Professionals, is a series of interactive multi-media modules with integrated study aids. And, learners have the option of taking a self-proctored exam at the end of each module – ideal for remote workers! This course, an overview of industry-specific regulations, helps employees understand how legal and regulatory issues affect their jobs. Details | Enroll

Liven Up Remote Learning with this Gamified Course

Now more than ever, employees need to understand the importance of Customer Experience (Cx) and their role in providing it. Watch this short video to see how LOMA’s Impact Cx: The Quest offers a fun, engaging way to learn more about Cx from home! This interactive, decision-based, gamified course transforms learners into customer advocates who must demonstrate empathy and sound judgment to meet customer needs. Details  |  Enroll

NEW! Learning Live Series

Short, virtual, facilitated sessions for insurance professionals.

Onboarding new hires poses unique challenges now. To help, we’re introducing our new Learning Live Series — short, virtual, facilitated sessions for insurance professionals. The first series, Insurance Basics, will include sessions that provide essential industry education for anyone who’s new to the insurance business or simply needs to broaden their understanding of it. For details and to see upcoming sessions

Research & Benchmarks

Good reads for today

The Changing Face of Agency-Building Distribution

The Harnessing Growth series explored experienced advisor demographics, practice models, product mix, and income growth across several segments of the financial services industry. This report focuses on agency-building distribution -- how it is changing and what the future might portend for this channel.

U.S. Workplace Supplemental Health Insurance

This report summarizes sales results for workplace supplemental health products, including accident insurance, critical illness, cancer insurance, and hospital indemnity.

Canadian Life Insurance Ownership Study – Household Trends

The 2019 study illustrates an industry in growth. Since 2013, ownership volume grew 41 percent for individual life and grew 35 percent for group life. Factors contributing to this growth include Canada’s recent population growth and economic expansion.


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

Career Profile

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.

Worker of the Future assesses job candidates’: Critical Thinking and Complex, Problem Solving Skills, Adaptability, Continuous Learning Orientation, Team Orientation, Innovative Thinking, and Emotional Intelligence.

Coronavirus (COVID-19)

The latest industry news for uncertain times

COVID-19 New Business and Product Survey

LIMRA has partnered with Oliver Wyman and the Society of Actuaries (SOA) to conduct a series of ‘sprint’ surveys focused on the COVID-19 pandemic and its potential impacts on the insurance industry.

Coronavirus COVID-19

Stay up-to-date on the latest coronavirus (COVID-19) trends and their impact on the financial services industry.

For Your Advisors

When engaging in collaborative discovery with your prospects, it’s important that the questions you pose help your prospect gain insight into their current situation and what they feel they need to do differently in order to achieve their goals. The power is in your questions. Use these tools to help set you up for success in your next collaborative discovery meeting.


Virtual Worker

Considerations for effective virtual work

Virtual Worker Solutions Webinar

LOMA has developed two resources to help companies during this challenging time of working remote:

  • Virtual Worker Assessment
  • Virtual Worker Survival Skills

Join us to get a sneak peak of these two offerings – both of which are free to members until June 30th. Register for the webinar

A Total Solution for Developing A Remote Workforce

Both the Virtual Worker Assessment and the Virtual Worker Survival Skills can go hand-in-hand for developing your remote workers.

Featured Subscriptions


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


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.

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