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Upcoming Webinars

To suggest topics for future webinars or for information about sponsoring a webinar, contact

Ron Clark
Editor & Associate Publisher
LOMA Resource
Phone: 770-984-3718

On-Demand Webinars

View these previously recorded webinars at any time that's convenient for you.

Time to Transform: Business Realities Demand Newer Life and Annuity Core Systems

November 11, 2014

Recorded live webinar hosted by LOMA Resource. Presented by Dave Shively, Senior Director, Life and Annuity Policy Administration, Oracle and Olivier Lafontaine, Vice President for Insurance, EquiSoft. In this session, we discuss the advantages that one integrated Policy Administration platform offers for the Life, Annuity, Wealth, Group, Worksite, and Health Insurance market, and how it can improve growth opportunities for the future. We also present case studies on how carriers larger and small, domestic and international, have increased business agility and reduced costs and are achieving transformational results from policy modernization.

The Coming Revolution in Life Customer Acquisition

February 20, 2014

Recorded live webinar hosted by LOMA Resource, presented by Strategy Meets Action, and sponsored by Insurance Technologies. Strategy Meets Action shares the results of a recently conducted research study to assess how L&A insurers are preparing for a new age of customer acquisition. The study, in partnership with LOMA’s Resource magazine, addressed both business and IT initiatives in marketing and distribution. The scope covers marketing campaigns, distribution management, and sales processes such as needs analysis and illustrations, and the submission of the application.

Consolidating Individual and Group Business on a Single Platform — It Can Be Done

Wednesday, October 30, 2013

Carriers require the ability to rapidly adapt to changing regulatory requirements and market demand for new and improved products. They also aspire to reduce operational costs and complexity by decreasing the number of systems required to support their business. How is this possible? What will it take to get all this done?

New Swap Compliance Requirements for Pension Plan Asset Managers

Monday, September 9, 2013

U.S. Commodity and Futures Trading Commission (CFTC) rules require clearing of designated interest rate and credit default swaps by ERISA pension plans and certain other counterparties by September 9. This webcast will help you assess the implications of new reporting requirements and publicly available data, prepare for clearing specified interest-rate swaps and credit-default swaps, prepare for new modes of trade execution, and understand the importance of reviewing their preparations with trading, clearing and custody partners and advisors.

E-Signature Trends for Life Insurance Companies

Thursday, July 18, 2013

E-Signature adoption is on the rise among life insurers. This according to an April 2013 survey by Celent that reported 74% of life companies are using some form of electronic signature in their dealings with customers and agents. This presentation will answer common e-signature questions, such as: For what applications are electronic signatures being used? What perceived or real obstacles are impeding adoption? And: What are the top requirements upon which to evaluate and select a solution?

Technology Priorities and Spending in the Life Insurance Industry

Wednesday May 1, 2013

What is the outlook for technology investments and spending in the life and annuities industry? As the industry begins to emerge from the financial crisis, insurers are cautious, but many insurers are preparing for brighter days while they replace their portfolios and look for new opportunities. The market opportunities are there—30 percent of US households have no life insurance, and many people are not confident about their retirement savings. The challenge is for insurers to create innovative products and reach new market segments.

Customer Service: Is it Your Key Differentiator?

September 18, 2012

The Life and Annuity landscape is highly competitive and customer service has become a critical factor to differentiate from the competition. But are your core admin systems providing the agility you need to compete? In this webcast, learn how carriers can use modern rules technology to transform the way they service and retain their customers.

Y It's Different: A New Generation of Life Insurance Buyers

April 30, 2012

Life changes like having children, getting married or buying a home make Gen Y the most likely generation group to buy insurance this year. They want flexibility, convenience, and options — like using credit cards instead of writing checks. What are they looking for when they shop for life insurance, and what factors influence their choices? Join us for this free webinar, sponsored by Visa, as our speakers address these issues, take questions, and offer actionable insights.

Improving Operational Effectiveness

March 13, 2012

To help members in the practical application of matching operational effectiveness with market demand, LOMA has developed an "Operational Effectiveness Improvement Process," in conjunction with a recent LIMRA research report. The study links the need for operational improvement to market maturity and also provides insight to steps that can be taken today to reap multiple benefits in the years ahead. Join our experts for this live, one hour webinar as they provide a framework that companies can adopt in an operations review.