See LOMA.org in a New Light!
Illuminating our members’ professional development journey is at the heart of everything we do at LL Global. We have recently redesigned our LOMA website to provide members with a dynamic, intuitive and user-friendly experience, with easy access to professional development, solutions and services, events and networking, and thought leadership resources. Visit our new site today!
Learning Live Series
Join Us Next Week in This Short, Virtual Session!
In Learning Live: How Insurers Make Money, our expert instructor focuses on how insurers balance dual goals of profitability and solvency. Join this interactive, two-hour session and learn more about an insurer's major revenues and expenses, solvency regulation, and how insurers use reinsurance to manage risk.
Broaden your skill set and engage with leaders across the industry in a virtual Strategic Leadership program. Join us in a virtual classroom for a 3 1/2-day dive into Financial Strategies. We'll take a comprehensive look at profitability sources, capital management issues, rating agencies, industry-specific accounting practices, and M&A activity. Using a computer-based simulation, you'll gain a realistic view of the business through the strategic and tactical decisions leaders make.
July 13 – 16
Make 'Cents' of the Retirement Industry
Today's disruptions make it important to understand how your company makes money. Knowledge of the financial aspects of the retirement industry can equip you to take on new challenges and responsibilities. The new, interactive, online course — SRI 240 — Profitability in the Retirement Business will give you a "big picture" view of the financial aspects of the retirement business so you can be successful in your role. Details and register.
“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.
LIMRA Research Director Alison Salka, Ph.D. and Jamie Ohl, executive vice president and president of Retirement Plan Services for Lincoln Financial Group, discuss the consequences of consumers' lack of knowledge around financial products and services and how the Secure Retirement Institute is working to improve financial literacy.
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
5/12/2021 - 6/14/2021
This important conference covers the latest strategic, sales, product, operations and administration, marketing and distribution trends, as well as regulatory issues that impact the retirement industry.Agenda
The Workplace Benefits Report - April, 2021
2020 was a year like no other. Join Pat Leary, Corporate Vice President, Workplace Benefits Research as he reviews year-end workplace benefits insurance sales and shares new insights for 2021.
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.
The Future of Life Insurance: Reimagining the Industry for the Decade Ahead
As we look ahead to the future of life insurance and annuities, what are the trends that will continue to shape the industry? What changes have we seen over the last year that will persist post-COVID-19? How will the accelerating pace of automation change the nature of jobs across the insurance industry? How will all of this affect the insurance industry’s ability to serve the growing need of the underinsured and uninsured in the U.S.?
This study 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.
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.