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Course
Overview |
| NOTE:
This topic list is subject to change |
- Financial Services and Life Insurance
Industry Overview
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- Sectors of financial services and
insurance in the United States
- Product categories
- Public perception of insurance and
financial services industry (public relations)
- Market competition and competitive
strategy
- Marketing characteristics specific to
life insurance and annuities
- Unique aspects of life company
products
- Overview of legal/regulatory
environment
- Overview of major administrative
functions unique to insurance and financial services
- Industry resources
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- Ethical Behavior, Compliance,
Governance, and Control
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- Ethical conduct
- Governance
- Compliance
- Control Systems
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- Administration, Operational
Efficiencies and Risks, and Service Delivery
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- Functions unique to life companies
- Technologies/software packages unique
to insurance and financial services
- Operational risks in life companies
- Operational efficiencies in life
companies
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- Product Profitability, Product
Design, and Marketing
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- Product development
- Product management
- Product profitability
- Role of reinsurance in product success
- Marketing role in product development
and success
- Trend toward complexity in product
design
- Distribution channels
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- Enterprise Risk Management and Insurance Company Profitability
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- Quality ratings/rating agencies
- Risk return tradeoff
- Management accounting topics unique to
the industry
- Capital concepts and the balance
sheet; corporate profit and profitability
- Managing the corporate risk portfolio
- Enterprise Risk Management
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- Tools for Continued Professional
Development
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- Discussion: personalized hot topics
selected in pre-immersion assignment; industry panel discussion
- Tips on how to keep up with emerging
developments affecting participants
- Review of participants’ individual
goal achievements for the program
- Personalized recommendations for
continued professional development related to the immersion program
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| Copyright © 2007
LOMA (Life Office Management Association, Inc.). All rights reserved. |
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