society officers’ trainingal palmeri, flmi, acs, airc member solutions manager 770-984-3759 -...
TRANSCRIPT
Barbara Francis Al Palmeri
Deb Polydys Judy Schott
Society Officers’ Training
Workshop
2015 LOMA Annual Conference &
Conferment
Welcome to Boston!
• Barbara Francis
Associate Student & Society Services
770-984-3741 - [email protected]
• Al Palmeri, FLMI, ACS, AIRC
Member Solutions Manager
770-984-3759 - [email protected]
• Deb Polydys
Director of Digital Marketing and Social
Media Strategy - LIMRA & LOMA
860-298-3820 - [email protected]
• Judy Schott, ACS
AVP LOMA Member Solutions
770-984-3751 - [email protected]
2
Agenda
3
Introductions
LOMA Updates
Group Discussion
Outstanding Society Awards Ceremony Rehearsal
LOMA Society Committee Meeting
Quick Introductions
4
LOMA Updates
• Coming Soon:
• SRI 220 – launching late September 2015
• SRI 230 – launching Q1 2016
• SRI 500 – coming out mid 2016
• LOMA 302 – coming out before year end 2015
• LOMA 308 – coming out mid 2016
• Two New Short Online Course Partners
• Mindset Digital – Social Media Courses
• LOGIQ3 – New Underwriting Courses
5
New Learning System (LMS) learning.loma.org
6
Fellow, Secure Retirement Institute
7 Copyright © 2015 LL Global, Inc.
FSRI™ Program Curriculum
SRI 111: The Retirement
Marketplace
SRI 121: Retirement Savings &
Investments
SRI 131: Planning for a Secure Retirement
SRI 210: Successful Retirement Outcomes
SRI 220: Retirement Marketing &
Business Acquisition
SRI 230: Retirement Administration and
the Customer Experience
SRI 500: Transforming
Retirement Security
Certificate in
Retirement
Essentials ASRI™
FSRI™
Associate Fellow
8 Copyright © 2015 LL Global, Inc.
9
FSRI™
Courses Now Available
SRI 210: Successful Retirement Outcomes
Copyright © 2015 LL Global, Inc.
FSRI™
Courses Coming Soon
Copyright © 2015 LL Global, Inc.
Mobile-Friendly, Browser-Friendly Design
12
Coming in 2016!
SRI 230: Retirement
Administration and the
Customer Experience
SRI 500: Transforming
Retirement Security
ASRI FSRI
Associate Fellow
13 Copyright © 2015 LL Global, Inc.
™ ™
Sunsetting Programs
Copyright © 2015 LL Global, Inc.
No longer available after December 31, 2015:
AAPA
AFSI/FFSI
ACS Annuities Track
For Underwriting & New Business
• Underwriting focused, technical, just-in-time learning
•27 Online Training Modules/Video Lectures
•Teaches possible outcomes of risks through case scenarios
• Includes knowledge quizzes and end-of-module exams
• Great complement to LOMA designation and online courses
• Enroll and access in LOMA’s learning system
Staying
relevant
Driving
results
Fast-forward
world
Strategic Digital Training Partnership
DIGITAL MARKETING U
online training
Mobile SEO Digital Ads
Take them on your
phone or tablet.
LOMA and Mindset Digital Partnership
You can choose
between social
and digital
Digital
Advertising
Search
Engine
Optimization
Mobile
Marketing
Or take all six
LEADING IN A SOCIAL
WORLD
Coming Soon
online training
Mobile SEO
Digital Ads
Take them on your
phone or tablet.
LOMA and Mindset Digital Partnership
Course =
Five 15-minute lessons
Interactive, fast-paced, engaging
Built-in knowledge checks, so learning is measurable + Access to content anytime, you can review what you’ve
learned + Up-to-date content as trends and technology change +
Six-Month Online Access
$219 per course
$599 per three-pack
course bundle
(social courses or
digital courses)
$1,099 for all six
courses
Strategic Training.
Real Results.
Society Officer Manual Update
• Christina Bentley, Suitability Analyst, Allstate -
LOMA Society Committee Chair
25
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Social Media Strategy
for LOMA Societies
Deborah Polydys
Director of Digital Marketing & Social Media Strategy
Social Media – Where & Why?
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How To Use Social Media
29
Make
Connections
Build Relationships
Drip Content
Educate. Inform. Influence.
Strengthen
Relationships
Drive Sales
The Goal of Your Content Strategy
30
Sell
Engage
Influence
Educate
How To Make Social Work For Your
LOMA Society
31
LOMA Society Social Media Platforms
32
The Question Is…
What Do You Focus On?
33
The Role of Society Boards
Be Connectors
Each Other
Prospects
Share Content
Be Proactive
34
The Bottom Line…
35
Outstanding Society Awards (OSA)
Ceremony & Photos
• Professional photos
Friday, Sept 11 – 5:30 PM sharp
Grand Ballroom / Liberty Foyer
36
• OSA Ceremony
Thursday, Sept 10
Grand Ballroom / Liberty
Ballroom
Thank you for your participation!
37
LOMA Society Committee Meeting
38
