Learning the Industry — October 20, 2021
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.
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!
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
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?
What’s on the Minds of Global Life Insurance Executives
Providing insights into the highest priorities of life insurance leaders as they tackle today’s challenges and embrace emerging opportunities.
COVID-19 and Workplace Benefits: August 2021 Update
How is COVID-19 impacting the workplace benefit industry in August 2021?
Annuities: What Do Advisors Think?
Find out how financial advisors view the annuity sales process, market outlook, and more.
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.
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:
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