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
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.
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
Will advisors and wholesalers receive financial relief from carriers if sales are negatively impacted by coronavirus?
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.
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.
Check out what LIMRA research tells us consumers want in a sales presentation.
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Keeping score on 401(k) sales activity.
Learn about employees' views of various product features for accident, critical illness, and life insurance benefits.
Has COVID-19 impacted the number of individual life applications U.S. companies receive or how they process applications?
Stay up-to-date on the latest coronavirus (COVID-19) trends and their impact on the financial services industry.
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.
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.
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.
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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.