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2020 Insurance Barometer Study

2020 Insurance Barometer Study

The Insurance Barometer is an annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States. The study objectives are to measure financial concern among American consumers and relate these findings to financial behaviors, with a particular focus on life insurance. View the report

Tips for Success in Social Media and Financial Advice

June 25, 2020 at 2PM EDT

This webinar profiles the market for financial advice and the use of social media among those seeking an advisor. Tips include examples of the types of financial information users want on social media, as well as a review of various planning activities that different consumers find relevant. The joint webinar by LIMRA and Life Happens will reveal important data and insights, and include examples of successful social media tactics. Register

Professional Development

Quality industry education, delivered to your desk

Boost Your Customer Skills for a chance to win $150 gift card!

Enroll in any course towards your Associate, Customer Service (ACS®) designation by June 30, and you’ll have a chance to win one of two $150 gift cards of your choice to Target, Amazon, Grub Hub, or Uber Eats! The ACS equips you to help policyholders navigate challenging times. With 3 required courses and 2 electives, you'll learn to identify customer pain points, empathize, and communicate across cultures and generations. Enroll now to help your customers and enter the drawing!  Details

Jump Start Your Summer Intern Program

COVID-19 has disrupted business, but summer interns are still ready to learn and engage! To help your interns start on the right track, LOMA is offering a special discount on two essential courses: Meeting Customer Needs with Insurance and Annuities and Improving the Bottom Line: Insurance Company Operations. Interns will build a strong foundation as they move through these interactive, online courses at their own pace. Give them this industry knowledge up front, so they can make the most of their time with your company! For details, please contact us.

 

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

Research & Benchmarks

Good reads for today

Larger Than Life: Reason and Response for a Declining Market

This article examines the factors contributing to the decline in life insurance policy sales, as well as potential solutions. “Moving the life insurance purchase needle from decline to increase requires identifying new markets, increasing communication, improving technology, and offering new products.

Point-of-Sale Assistance: Wholesaler and Advisor Views

Point-of-Sale Assistance – Viewpoints of Wholesalers and Advisors

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MarketFacts: Your Resource for Industry Insights

Issue number 3-2021 of our flagship magazine — MarketFacts: Your Resource for Industry Insights — focuses on the evolving landscape of workplace benefits, as well as a feature on technology trends. It offers executive perspectives on digital solutions, technology, and life insurance — as well as insights on current trends in disability, retirement, data privacy, and compliance response to the DOL PTE 2020-02.

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Additional Resources

 

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.