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AVAILABLE NOW!

Our new Best Interest training provides just what financial professionals need to know to understand and comply with New York Reg 187. These courses offer convenience to producers and home office employees and scalable cost options to carriers.

Designed to save professionals' time, these dynamic courses take approximately 45 minutes to complete. And with our price-sharing and enterprise models, producers and home office employees can get trained quickly at a cost savings, too.

The courses incorporate input and review from two dozen subject matter experts in 18 companies. This industry scrutiny assures that the content is just what you and your team needs to confidently comply with Reg 187.

Learning Objectives

For Producers

  Understanding Best Interest: NY Reg 187 for Producers: LIMRA’s Best Interest training provides just what financial professionals need to know to understand and comply with New York Reg 187. Producers will quickly learn how to comply with the regulation through learning modules, review questions, scenario-based learning, and knowledge checks to keep them engaged with the material.

For Home office employees

  Understanding Best Interest: NY Reg 187 for Employees: LOMA's mobile-friendly, interactive online course explains the requirements of New York Reg 187 and describes how the rule could impact the work of home office employees working in new business/suitability review, customer service, agent service, operations, and other roles.

Learn More

Want to know more? Contact us at LIMRA or at LOMA and we'll show you how we have your best interest in mind!

Contact LIMRA for more information on our producer training

Contact LOMA to find out more about home office training

Industry news2use

Stay up-to-date on the latest BI news from around the industry by subscribing to Industry news2use! This semi-weekly, digital newsletter showcases important global financial services industry updates and links to related LIMRA, LOMA, and SRI resources. Please subscribe to receive this new member benefit on Tuesdays and Thursdays.