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Financial Wellness Initiative
Resources
“Financial wellness” dominates industry headlines — and has become a buzzword for advisors, employers, benefit companies, and retirement firms. But what does financial wellness really mean?
LL Global — in cooperation with PwC and executives from member companies — created a task force to address this essential question. Coming up with a working definition of financial wellness — being confident in your financial situation, able to withstand unexpected expenses, and enjoy a financially secure future — was just the first step.
Benefits & Goals
This ongoing financial wellness initiative will provide:
- Measurement of consumer financial wellness (Financial Wellness Index [FWI])
- Ongoing research/articles on financial wellness and emergency savings
- Continued discussion via industry forums, webinars, and workshops
We encourage you to become part of the financial wellness conversation! Learn more about consumer needs and industry opportunities on our financial wellness resource page.
In our latest LIMRA Unplugged episode Alison Salka, Ph.D., senior vice president and head of LIMRA Research, chats with Yanela Frias, president of Prudential Retirement, about the challenges pre-retirees are facing and how the industry is working to guide them toward financial wellness.
Learning Live Series
Expand your industry knowledge with a short, virtual session!
Now more than ever, insurance professionals need access to high-quality, easy-to-digest education. The Learning Live Series can help! In each interactive, two-hour session, expert instructors will address an important industry-specific topic in our virtual classroom.
Annuities
March 17, 1:00 p.m. – 3:00 p.m. ET
Register
How Insurers Make Money
April 14, 1:00 p.m. – 3:00 p.m. ET
Register
Intro to Data Analytics
May 19, 1:00 p.m. – 3:00 p.m. ET
Register
Into to Artificial Intelligence
June 16, 1:00 p.m. – 3:00 p.m. ET
Register
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, you'll participate in discussions and small-group activities with expert instructors as you gain valuable industry knowledge. Join Virtual Immersion April 20 – 23. Details and register.
3/26/2021 - 4/26/2021
We have expanded the scope and name of our conference to encompass the real-world threats and compliance issues we are facing today. The Regulatory Compliance Exchange has evolved, expanded, and been renamed the Compliance and Financial Crimes Conference.
Agenda
4/14/2021 - 5/12/2021
This cross-functional, virtual event provides the opportunity to learn from and interact with those across all segments of the life insurance industry. We’ll cover the important issues and identify strategies that will shape the industry's future.
Agenda
Live & On Demand Webinars
Videos showing a lock require a LIMRA.com account. Click "Create Account" in the header to request an account.
Spring Into LOMA's Associate Programs
3/17/2021 11:00 AM - 12:00 PM EST
Join us for an overview of LOMA Associate-level programs, course requirements, and how you can easily earn multiple designations by taking a few courses. Hear from LOMA’s Amanda Dumas, ACS, ALMI, ASRI, CLTC as she shares her learning journey. More AYK Webinars.
REGISTER
Elevating Customer Centricity
We will explore what customer-centricity means, how new ways of analyzing data can be used to anticipate customer expectations, and why a truly customer-focused digital solution will be the way of the future.
The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.
Access a single, comprehensive source of workplace benefits market information to guide decisions and to develop and deliver promising solutions.
Read the most comprehensive overview and gain insights into key factors impacting the U.S. individual life insurance market.
Read the most comprehensive overview and gain insights to the key factors impacting the U.S. individual annuity market.
Meet Your Personal Education Advisors
Do you have the tools you need to manage the challenges ahead? Learn more about how Sharyn Kessler and Melanie McHugh, Personal Education Advisors at LL Global, can help you in your professional development journey.
Contact Us
What Are Other Learners Saying About LOMA Education?
Learners who recently completed an online interactive course shared their positive, engaging experiences.
“I liked that I could access the course wherever I was, for example — on a break, or during lunch — I had access all the time.”
“The multi-media features were engaging and made the course concepts fun to learn.”
“The learning experience was excellent. The course content and business examples helped me to gain more insight.”
Continue to Learn Throughout Your Career
LOMA offers a wide range of courses, designations, and resources to help you at any point during your career. We’ve broken down these learning opportunities for you in convenient segments so you can browse by career stage or line of business to find a next step that fits your needs.
Browse learning opportunities
Am I eligible to take a LOMA course?
Regardless of your role at your company, LOMA has a course for you! LOMA courses and resources are ideal for insurance and financial services professionals and managers; whether you’re just getting started in the industry, or would like to build on your knowledge. Speak to your manager or LOMA Ed Rep at your company to find out more.
Why should I take a LOMA course?
LOMA education provides foundational knowledge needed to make informed decisions so you can succeed in your role. You’ll be better able to confidently respond to customer concerns and ensure your company’s financial success.
What LOMA Designation Programs are available?
LOMA designations are recognized throughout the insurance and financial services industries. Earning a designation shows you have a high level of knowledge in industry-related content. LOMA offers five programs focused on Life Insurance, Retirement, Customer Service, Compliance, and Reinsurance. You’ll find many required courses overlap from one program to another — earning you credit toward multiple designations.
How can I see which courses I still need to earn a designation?
To view which courses you will need for any program, log in to your student record in our learning system and click “Designations.”
What if I can’t remember my student login and/or password?
If you’ve forgotten your Login ID or Password, use the “Forgot Login ID” or “Forgot Password” links available on the log in page for assistance.
How do I register for a LOMA course and where do I go for help?
Speak to your manager or LOMA Ed Rep at your company to determine how to register for a LOMA course. Once you have approval to take a LOMA course, reach out to a Personal Education Advisor if you need assistance:
Sharyn Kessler:
SKessler@LOMA.org
Melanie Evans-McHugh:
MEvans-McHugh@LOMA.org
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