Industry Strong Resources — August 19, 2020

Energize Employees to Sustain Excellent Service

Delighting customers takes work. Today’s employees may have to help customers affected by the pandemic or changes to guarantees. Boost their skills and confidence with our Associate, Customer Service (ACS®) designation program.  With three required courses and two 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

Revised Course Explains Marketing's Role in the Customer Journey

As customer expectations keep rising, employees need to understand how all areas of their companies—including marketing—can create value and satisfaction for customers. Just revised, LOMA 321—Insurance Marketing provides an overview of the marketing process with an emphasis on how insurers identify customer needs, match products and services to those needs, and connect with customers in a complex marketing environment. Part of the Associate, Life Management Institute™ (ALMI®) designation program, this engaging, multi-media, online course has integrated self-proctored modular exams, and can be accessed by computer or mobile devices. Details and Enroll

Learn Product Basics in Live, Interactive Classes

Every employee, regardless of their role, needs to understand the products your company sells. Get the basics in these short, virtual, facilitated sessions— part of LOMA's new Learning Live Series. Limited to 25 participants to promote active, engaged learning. Let our expert instructors answer your most pressing questions!

Insurance Basics: Annuities is a high-level introduction to how annuities work, helping learners understand their various features and benefits, as well as sales trends.  August 27, 2020, 1 – 3 p.m. EDT Details and Registration

Insurance Basics: Life Insurance Products clearly and concisely describes buying trends and product features of term, whole life, and universal life insurance policies. September 30, 2020, 11 a.m. – 1 p.m. EDT Details and Registration

Extending the Life Insurance Value Proposition

Life insurers have an opportunity to expand their value proposition beyond protection to helping customers live longer, healthier lives. Topics explored in this session include: the opportunity for life insurers to extend their value proposition into physical wellness, Americans' growing interest in physical wellness data, and how life insurers can begin to bring a physical wellness component to their offerings — including the roles played by distribution (advisors and agents) and partnerships.

The COVID Catalyst — Digital Transformation Driven by Turbulent Times

The financial services industry has grappled with digitalization for years. In some cases, COVID-19 exposes a lack of progress; in others, it accelerates implementations. Join us a discussion with LL Global, Lincoln Financial Group, Principal Financial Group, and Milliman on how technology can change front and back office operations, improve customer engagement and value, reduce cost, and drive value.

Collaboration & Team Selling: A Company Practices Study

Do companies have formal team-based practice models?

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

What do employers consider most important when selecting voluntary benefit carriers? Learn about their expectations for implementation, claims, service, and technology.

U.S. Individual Annuity Yearbook

How did sales of individual annuities fare in 2022?