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National Retirement Security Month

October is National Retirement Security Month and Secure Retirement Institute (SRI) supports this campaign by helping our members advance retirement readiness and the financial security of their clients. Did you know that 72 percent of people who work with a financial professional feel confident they will be able to live their desired lifestyle in retirement while 48 percent of people who go it alone feel the same. To learn more about this growing market read the fact sheet or explore our research.

Professional Development

Advance Your Knowledge With a Short Webinar

Don't forget to check off your professional development goals by year-end! Join us for our last Advance Your Knowledge Webinar of the year as we get back to the basics of all of LOMA's designation programs. We'll help ensure you meet your own professional development goals.

Meet Your Professional Development Goals by Year-End with LOMA!
Tuesday, November 2, 11:00 a.m. – 11:30 a.m. ET

Changes are Coming to the ASRI Designation Program

Changes are coming soon to the Associate, Secure Retirement Institute™ (ASRI®) program. As of January 1, 2022, a new course, SRI 240 — Profitability in the Retirement Business, will become a requirement for the designation program. Finish your ASRI before December 31 before this change goes into effect!

Learn more about the ASRI and SRI 240.

Demystify Data Analytics in This Short, Facilitated Session

Join your industry peers next month in Learning Live: Intro to Data Analytics! Designed for employees who don't work with data analytics (yet), our expert instructor covers the basics ― what data analytics is, why it's becoming essential to insurers' success, and how all employees play a role in that success.

Learning Live: Intro to Data Analytics
Wednesday, November 10, 1:00 p.m. – 3:00 p.m. ET

Upcoming Conferences

Live & On Demand Webinars

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The Evolution of Workplace Benefits: Planning for the Future


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 Evolution of the Annuity Market: Entering the New Normal


As vaccines roll out at a rapid pace in the U.S., we are entering a new normal. Please join Teddy Panaitisor and Todd Giesing for a look at the new normal for the individual annuity market, and where Secure Retirement Institute is forecasting sales to go.

The Evolution of Life Insurance: Planning for the Future


This webinar will discuss how markets, products, and distribution are evolving to meet new challenges. What does the future of life insurance look like, and how will that impact the next generation of products and services? How are the best companies positioning themselves for success?

Featured Publication

What Are Other Learners Saying About LOMA Education?

Learners who recently completed an online interactive course shared their positive, engaging experiences.

“I just joined the insurance industry and my manager recommended LOMA professional development as a way to learn more about the industry. I really enjoyed the course and a lot of my work terminologies are starting to make sense now.”

“I'm grateful for having these courses available. They've very helpful to me, as I'm new to the industry. I've gained knowledge and a better understanding of the area that I am working with. Thank you!”

“I feel like I was engaged and definitely able to associate the course content to my role. Passing this course helped me feel like I've accomplished something important, especially during this everlasting pandemic.”

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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A Learner Profile enables you to enroll in courses, track your progress, and unlock exclusive members-only content.

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