“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.
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
5 in 15: What’s on the Minds of External Wholesalers?
This webinar will share five key findings in 15 minutes from a recent survey of external wholesalers on how they are thinking about the future including support and training needs, travel expectations, virtual communication, and much more.
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.
The Drive to Digital: Creating Enduring Employee Engagement
This webinar will share how human and digital solutions are aligning to create engaging digital experiences and enduring employee engagement.
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 of the U.S. individual life insurance market. This includes how consumers feel about the amount of coverage they have and their reasons for owning or not owning.
How did sales of individual annuities fare in 2020?
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.
“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.”
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.
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.”
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:
With your LIMRA.com account you'll have thousands of research reports, industry trends, and data points at your fingertips.
A LOMA.org Learner Profile enables you to enroll in courses, track your progress, and unlock exclusive members-only content.