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Professional Development

LOMA 371: Now an e-book with self-proctored exam!

LOMA 371 – Risk Management and Product Development for Life Insurance Companies is now available in an e-book format with self-proctored testing option. This FLMI-level course provides an understanding of the risks insurers face and how every employee can contribute to mitigating these risks. Now, the entire FLMI program is available with a self-proctored exam! Details  and Enroll 

Short, facilitated, virtual sessions to expand your knowledge!

Registration is now open for our early 2021 Learning Live sessions! Each session covers a subject specific to the life insurance and financial services industry. Expert instructors clearly and concisely explain key concepts and answer your questions. Interactive discussions help you learn and clarify your understanding. Join us for a new Customer Experience session, the Life Insurance Industry Overview, or introduction to Annuities. Details 

Engage with expert instructors — virtually!

Virtual Insurance Immersion gives new employees and rising leaders a holistic view of the insurance industry, life and annuity products, key operational areas, and how insurers make money. In 8 sessions over 4 days, learners actively participate in discussions and small-group activities with expert instructors, so they stay engaged. Let LOMA's industry expertise help you build a solid foundation for rising stars. Join Virtual Immersion April 20 – 23, 2021. Details and register

Compass Program

Insurance Benchmarks

Coronavirus Research

Distribution Research

New Expectations: The LIMRA-EY Future of Wholesaling Study

Mar 4, 2020

The challenge for wholesalers and the carriers they represent is to retain the fundamental attributes that remain most valuable to advisors while simultaneously adapting to address powerful forces impacting the financial services industry.

Registered Investment Advisor Quarterly Sentiment Study

Sep 22, 2020

This study looks at the key themes relevant to registered investment advisors in the prior quarter.

Leverage and Collaboration: How New Practice Models Are Changing the Game

Jul 10, 2020

What worked in the past may no longer be sufficient as insurance advisors evolve their practice models to adapt to a changing environment.

COVID-19 Social Distance and Distribution: Firm Survey Summary of Results

Jun 26, 2020

This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.

COVID-19 Social Distance and Distribution: Advisor Survey Summary of Results

Jun 25, 2020

This report disseminates information on challenges and best practices for insurance, annuities, and investment distribution in light of COVID-19.

Financial Support for Advisors and Wholesalers in the U.S. and Canada

May 21, 2020

Will advisors and wholesalers receive financial relief from carriers if sales are negatively impacted by coronavirus?

Recruiting During COVID-19

May 7, 2020

Are companies hiring new advisors during the pandemic?

Canadian Insurance Research

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