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Industry Strong — September 15, 2021

Upcoming Conferences

2021 LIMRA Virtual Annual Conference

10/26/2021 - 11/30/2021

Did you miss the 2021 LIMRA Annual Conference? Not to worry, you still have the opportunity to hear our impressive group of speakers and attend our information-packed breakout sessions. Speakers include General James Mattis, former United States Secretary of Defense; Alison Levine, polar explorer and mountaineer; Jason Dorsey, author and generational speaker; Michael Rogers, the Futurist in Residence at the New York Times; and Robin Roberts, American broadcaster. Best of all, you can save 20% with our on-demand pricing! But hurry — this is only available through November 30! Register soon!

Agenda

On Demand Webinars

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The Evolution of the Retirement Plan Industry: Planning for the Future
 

This webinar will discuss how markets, products, and distribution are evolving to meet new challenges. What does the future of retirement plans look like, and how will that impact the next generation of products and services? How are the best companies positioning themselves for success?

The Evolution of the Annuity Market: Entering the New Normal
 

As vaccines roll out at a rapid pace in the U.S., we are entering a new normal. Please join Teddy Panaitisor and Todd Giesing for a look at the new normal for the individual annuity market, and where Secure Retirement Institute is forecasting sales to go.

Five Things You Need to Know About the IRA Rollover Market in 15 Minutes

The IRA rollover market is massive and should continue growing in the coming years.

Professional Development

Baffled by Annuities? Learn the Basics in This 2-hour Virtual Session

Short, Facilitated, Virtual Sessions Expand Knowledge

Annuity products are complicated, but our expert instructor breaks them down in this live, interactive session. Our upcoming session, Learning Live: Annuities, is a high-level introduction to how annuities work, helping you understand their various features and benefits, and sales trends. Space is limited, so register now for this dynamic virtual class! 

Learning Live: Annuities
Wednesday, October 13, 1:00 p.m. – 3:00 p.m. ET
Register

Make 'Cents' of the Retirement Industry With SRI 240

Today's disruptions make it important to understand how your company makes money. Knowledge of the financial aspects of the retirement industry can equip you to take on new challenges and responsibilities. SRI 240 — Profitability in the Retirement Business can give you a "big picture" view of the financial aspects of the retirement business so you can be successful in your role.

Details and Enroll. 

Executive Immersion: An Essential Resource
 

Hear from Janet Dulohery, Vice President of Human Resources, SE2, as she explains how SE2 leverages Executive Immersion to ensure top leaders get up to speed quickly on how insurance companies function.

Take a Break and Educate Your Teams on Professional Development Opportunities

We're operating in a time of constant change — let LL Global help you and your teams take control and transform challenges into opportunities! Our brief, virtual Break & Educate event provides learners at member companies with the knowledge and motivation needed to begin or continue along their professional development journey.

Schedule an event

Retirement Research

Annuity Buyer Metrics

An annual buyer study providing insight into who is buying annuities and why they are turning to individual annuity products.

Money in Motion: Understanding the Dynamics of the IRA Rollover Market

Learn more about the intricacies of the IRA rollover market.

A Future View of U.S. Annuity Sales — Entering a New Normal

Entering 2021, the individual annuity market continued to face significant uncertainty. Even as vaccines have rolled out throughout the U.S., many questions remain regarding what the new normal will be for the individual annuity market.

Featured Publication

SRI Review Number 1, 2021

SRI Review, Issue 1, 2020 focuses on the impact of the SECURE Act, financial wellness in the workplace, preparing for the certainty of uncertainty, and the potential impact of COVID-19 on the annuity industry.

Financial Wellness Initiative

Needs and Opportunities

Financial wellness is one of the biggest challenges in our industry and our nation. COVID-19 has propelled consumers down a path toward holistic financial wellness. Over the last two years, 64 million consumers said they would like to work with a financial advisor. To learn more about financial wellness and how our industry can help, visit our Financial Wellness Resources web page.

Featured Solution

FraudShare

The neighborhood watch for financial services enables companies to defend against account takeover (ATO) schemes with easy, secure, real-time access to incident and threat indicator data with real-time email alerts.

Compliance Education Platform

Satisfy all your compliance needs in one place.

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