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Upcoming Virtual Conferences

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!

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. 

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!

Professional Development

Quality industry education delivered to your desk

Revised Course Explains Marketing's Role in the Customer Journey

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

Insurance Basics: Life Insurance Products 

September 30, 11:00 a.m. — 1:00 p.m. EDT
If you need to better understand the policies your company sells, this 2-hour course can help. Part of 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! Limited to 25 participants to promote active, engaged learning — so register soon! Details and Registration

Virtual Insurance Immersion

September 21 – 24, 2020
This highly acclaimed program gives new employees and rising leaders a holistic view of the insurance industry,  life and annuity products, key operational areas, and how insurers make money. In 8 sessions over 4 days, learners actively participate in discussions and small-group activities with expert instructors, so they stay engaged. Let LOMA's industry expertise help you build a solid foundation for rising stars. Details and registration.

Advance Your Knowledge With This Short Webinar!

September 16, 11:00 a.m. EDT

September is Life Insurance Awareness Month! To celebrate, we are focusing on LOMA's flagship designation, the Fellow, Life Management Institute™ (FLMI®) program. This program builds an understanding of the insurance and financial services business. We'll discuss the courses in the program, course formats, and the appropriate audience for each. Register

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 Annuity INSIDER Report (September 2020)

9/15/2020 12 - 1 p.m. EDT

As the impacts of the rapid change from the COVID-19 pandemic were felt throughout the United States, the annuity market was not immune. Please join Todd Giesing & Teddy Panaitisor to review the impacts to the individual annuity market in the second quarter, and the expectations for the individual annuity market for the rest of 2020. Registration is open to LIMRA members only.

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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The Future Is Now: Emerging Talent Trends in Insurance

Join Korn Ferry for insights into the demands of a new world of work “post-COVID," and what these trends in insurance mean for the leadership, talent, and succession required to innovate and compete.

COVID-19 & Employer Approaches to Workplace Benefits

The COVID-19 pandemic is disrupting the U.S. business market and has the potential to substantially impact the workplace benefits industry.

Research & Benchmarks

Good reads for today

Consumer Sentiment Tracking

How are Americans feeling about the economy and our industry? (Updated August 1, 2023)

A Future View of U.S. Annuity Sales — Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020 – 2022

The individual annuity market faced headwinds entering 2020 and the unforeseen impact from the global pandemic will reshape the landscape for the future.

Canadian Employers: Employee Benefits and Benefits Strategy Series

Designing and investing in an effective benefits program takes significant administrative and financial resources. The success of any chosen path will depend on the clarity of its objectives and the precision of its strategy.

Coronavirus (COVID-19)

The latest industry news for uncertain times

COVID-19 New Business and Product Survey — July 2020 Update

This report presents results of a survey of company practices around new business and product pricing in the current market environment. This document is an update to a report published in April 2020.

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

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

COVID-19: Defined Contribution Advisor Response

The COVID-19 crisis has impacted sales activity in the defined contribution marketplace; Secure Retirement Institute® and NMG partnered research explores advisor reactions and plans in light of the crisis.

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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