| AAPA 303 describes the tasks involved in annuity administration with reference to the various internal,
regulatory, and market factors that dictate the nature of these tasks. In addition, the course discusses the important role of information technology in annuity
administration.
Topics
Covered:
- Intro to Annuity Administration
- New Business Processing
- Additional New Business Procedures
- In-Force Administration
- Surrenders, Free-Look Cancellations, and Conservation
- Withdrawals, Loans and Death Benefit Payments
- Payout Administration
- The Annuity Customer Contact Center
- Information Technology and Annuity
Administration
- Electronic Commerce and Annuity Administration
How
to Enroll
Simply log in to
LOMANET, LOMA’s internet-based system that allows students and
training administrators to access student information, monitor progress,
and enroll for exams. New student? Visit LOMANET at www.lomanet.org
and create an account today!
For additional assistance, contact
LOMA’s Office of the Registrar at 800-ASK-LOMA (Option 1) or by e-mail
at education@loma.org.
Ordering
Study Materials
To order AAPA Course Material
contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com
Textbooks for this course:
Annuity
Systems and Administration, Second Edition (2004); (LOMA; ISBN
1-57974-207-6) [PBD Order # AAPA 303-10-04].
Test Preparation Guide for AAPA 303 (2004); (LOMA; ISBN 1-57974-208-4) [PBD
Order # AAPA 303-40-04].
The
AAPA Designation Program
The AAPA Program is
designed for those who work in all areas of annuities, including those
in product
development, marketing and sales, administration, customer service, information systems,
investments, accounting, and legal/compliance. Required courses:
- AAPA 273—Annuity Principles and Products
- AAPA 283—Marketing, Distribution, and Uses of Annuities
- AAPA 303—Annuity Systems and Administration
- AAPA 313—Financial Aspects of Annuities
- AAPA 323—Regulation and Taxation of Annuities
For More
Information
Contact your company’s LOMA Educational Representative or contact LOMA's Office of the
Registrar.
LOMA's Office of the Registrar
Phone: 800-ASK-LOMA (Option 1) / 770-984-3761
Fax: 770-984-6415
E-mail: education@loma.org
Go
to the AAPA main page
Download
the LOMA Education and Training Catalog
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