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Financial Wellness Initiative


“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.

How COVID-19 Has Impacted the Retirement Business

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.

Professional Development

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.

March 17, 1:00 p.m. – 3:00 p.m. ET

How Insurers Make Money
April 14, 1:00 p.m. – 3:00 p.m. ET

Intro to Data Analytics
May 19, 1:00 p.m. – 3:00 p.m. ET

Into to Artificial Intelligence
June 16, 1:00 p.m. – 3:00 p.m. ET

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.

Upcoming Conferences

2021 Compliance & Financial Crimes Conference

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.


2021 Life Insurance Conference

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.


Live & On Demand Webinars

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5 in 15: What’s on the Minds of External Wholesalers?

3/16/2021 1 - 1:15 p.m. EDT

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

3/23/2021 1 - 2 p.m. ET

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.

Featured Publication

Research Resources

Fact Book on Retirement Income

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.

Workplace Benefits Resource Guide

Access a single, comprehensive source of workplace benefits market information to guide decisions and to develop and deliver promising solutions.

U.S. Individual Life Insurance Yearbook

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.

U.S. Individual Annuity Yearbook

How did sales of individual annuities fare in 2022?


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


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