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Upcoming Virtual Conferences

Life & Retirement Virtual Conference

August 25 – 26, 2020

Registration is now open to attend the virtual conference! This new format will continue to provide you with a valuable forum for strategic industry insights. Content will focus on how we can create success during these challenging times in the financial services industry. It also includes a special keynote presentation from Quincy Krosby. Check out our full agenda for details and register today!

Group & Worksite Benefits Virtual  Conference

September 15 – 16, 2020

Registration is now open! This new format will continue to provide you with a strategic space to explore hot topics in the industry like the future of benefits administration, the evolution of the broker, and potential effects of the upcoming election. Check out our website for details and register today!

LIMRA Virtual Annual Conference

October 26 – 28, 2020

Registration is now open for the 2020 LIMRA Virtual Annual Conference. We are structuring this amazing experience to fit everyone’s schedule and budget, and there will be multiple options for engagement — real engagement with your industry colleagues. You can expect great content and a first-class virtual delivery experience. Check our agenda and register now!

2020 LIMRA and LOMA Canada Virtual Annual Conference

September 29 – 30, 2020

The LIMRA and LOMA Canada Annual Conference is an event that brings together senior executives and leaders across diverse sectors of the financial services industry as well as experts and trailblazers from related industries that convene for strategic business insights and engagement. Check our agenda and register today. 

Professional Development

Quality industry education delivered to your desk

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

Upcoming Webinars

Extending the Life Insurance Value Proposition

9/10/2020 11 a.m. - 12 p.m. EDT

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

9/23/2020 1 - 2 p.m. EDT

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.

On Demand Webinars

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5 Things You Need to Know About Employee Benefits and the Coronavirus in 15 Minutes

Learn how employers see the coronavirus pandemic impacting their benefit strategies and what this means for the insurance and retirement benefits marketplace.


The Future of Wholesaling

This joint webinar by LIMRA and EY features results from New Expectations: The LIMRA-EY Future of Wholesaling study.

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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.

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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.

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Connecting our members to knowledge, insights, and solutions for insurance, retirement, and workplace benefits every month.

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Research & Benchmarks

Good reads for today

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?

Coronavirus (COVID-19)

The latest industry news for uncertain times

Consumer Sentiment in the Time of COVID-19 (July 2020)

How has consumer sentiment and confidence in the financial services industry changed during the pandemic?

The Effect of COVID-19 on Experience-Rated Group Business

How is COVID-19 impacting the experience-rating of group insurance products?

Recruiting During COVID-19

Are companies hiring new advisors during the pandemic?

Coronavirus (COVID-19)

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

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

Additional Resources

Featured Subscriptions

LIMRA MarketFacts

For 30 years, LIMRA MarketFacts has been the premier publication for financial services executives worldwide. Subscribe

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. Subscribe

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