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LOMA Secure Retirement Institute ™ Launches New Course in FSRI ™ Designation

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

ATLANTA — September 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.


PR Contacts:
Catherine Theroux, 860-285-7787, ctheroux@limra.com
Paul Wilson, (770) 984-6427, wilsonp@loma.org

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.