SRI 220 — Retirement Marketing and Business Acquisition

• Marketing and Installation Activities that Bring Assets into the Institution
• Retirement Marketplace Roles and Marketing Function Overview
• 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

• Describe the primary stakeholders in the retirement marketplace and the role each plays in providing retirement solutions.
• Explain the marketing principles and the strategies companies use to segment markets, differentiate their brand or products to gain competitive advantages, and position themselves in the retirement market.
• Describe the product development process and primary product development strategies.
• Describe how provider companies design and install retirement plans in retail and institutional markets; explain the regulatory requirements for the design of qualified retirement plans.
• Describe annuity product design and annuity new business processing.
• Describe the business acquisition process in both institutional and retail markets, including the roles and actions of major participants in the distribution process.
• Describe the personal selling process, its benefits, disadvantages, and unethical sales practices, compensation methods, contract negotiation, and contract implementation.
• Identify the steps involved in measuring product/plan performance and evaluating customer satisfaction.
• Explain how successful customer experience management (CEM) programs help create, maintain, and manage long-term relationships with retail and institutional customers.

Course Format

LOMA's popular online interactive courses teach important industry concepts through an engaging, highly interactive, multi-media approach that often includes integrated video, audio, and scenario-based learning. 

• Technical Requirements for LOMA Online Courses

Integrated Exams

Online interactive courses are designation courses with integrated, self-proctored exams—the modularized examinations are built right into the course as part of the learning experience. No separate exam enrollment is required.

Pricing

See North American course pricing.

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