Coronavirus (COVID-19) News and Resources
Coronavirus (COVID-19) Webcasts
Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Senior Plan Consultant

Jocelyn Pension Consulting
(Telecommute / San Rafael CA / Boulder CO)

Jocelyn Pension Consulting logo

Retirement Plan Consultant

DWC - The 401(k) Experts
(Telecommute)

DWC - The 401(k) Experts logo

Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Lebanon NJ)

Steidle Pension Solutions, LLC logo

Director of Regulatory Affairs

Health Plans Inc
(Westborough MA)

Health Plans Inc logo

Retirement Plan Administrator

SPS
(Telecommute)

SPS logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook

By Date   |   By Company Name


View More Press Releases by LIMRA LOMA Secure Retirement Institute

Press release:

LOMA Secure Retirement Institute Launches New Course in FSRI Designation

Issued by: LIMRA LOMA Secure Retirement Institute

Date: Sept. 28, 2015

Global Association Continues to Expand Unique Education Program Focused on the Retirement Industry

ATLANTA, Sept. 22, 2015 — The LOMA Secure Retirement Institute™ today announced the recent introduction of Retirement Marketing and Business Acquisition (SRI 220), the fifth online course in the Fellow, Secure Retirement Institute™ (FSRI) program.

Retirement Marketing and Business Acquisition will teach industry professionals about the stakeholders and dynamics of the business acquisition process for both institutional and retail retirement markets, focusing on market segmentation, product development, distribution and customer engagement. The course also will examine the impact of government policies, consumer behavior, and economic conditions have on marketing and distribution strategies.

“Retirement plan marketing is changing rapidly, driven by competition, advances in technology, and many other factors,” said Kathy Milligan, FLMI, ACS, senior vice president of LOMA’s Education and Training Division. “This unique course helps employees in the retirement sector understand the important roles and relationships that drive the acquisition and maintenance of business.”

Topics covered in Retirement Marketing and Business Acquisition include:

  • Marketing and installation activities that bring assets into the institution
  • Overview of retirement marketplace roles and function
  • Retirement savings and income product/plan design, development, and product implementation (retail and retirement plans)
  • Sales and distribution concepts and sales support
  • Distribution channels, sales process, sales compensation—retail markets
  • Sales and business acquisition activities for retirement plans
  • Measuring marketing success: market analysis, competitive analysis
Using LOMA’s popular, effective and contemporary online delivery system, Retirement Marketing and Business Acquisition teaches key business concepts valuable for those in operations, technology, customer relations, compliance, marketing, and new business roles within the retirement industry. The course, which can be completed in approximately 14–16 hours, is offered in a self-paced online format that utilizes video scenarios and a variety of highly interactive learning features.

Retirement Marketing and Business Acquisition is the latest course in the Fellow, Secure Retirement Institute™ (FSRI™) designation program. The FSRI program, which is specifically designed for employees who support retirement plans and products in companies serving the retirement marketplace, is already being used by more than 170 organizations across the retirement sector.

About LOMA FSRI

The LOMA FSRI program provides a comprehensive curriculum for employees in asset management firms, insurance companies, distribution organizations, and recordkeeping companies. It helps employees understand the plans and products they support, the role of those plans and products within a retirement plan, and the complex retirement planning decisions their customers are facing. Employees who undertake the FSRI’s three-level program will also understand the role of their jobs within the broader context of their company and the retirement industry as a whole. To learn more about the LOMA FSRI program, please visit: www.FSRIdesignation.org.

About LIMRA LOMA Secure Retirement Institute

The LIMRA LOMA Secure Retirement Institute provides comprehensive, unbiased research and education about all aspects within the retirement industry to improve retirement readiness and promote retirement security. For information on the LIMRA LOMA Secure Retirement Institute, visit: www.limra.com/sri.

BL:hh

View More Press Releases by LIMRA LOMA Secure Retirement Institute


This is a press release issued by the company named above. BenefitsLink is not the author. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by BenefitsLink.

© 2020 BenefitsLink.com, Inc.