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LOMA 371 explains the product design and capital management issues affecting profitability and solvency for financial services providers.
Topics
Covered:
- Managing for Solvency and Profitability in Life Insurance Companies
- The Product Design Process
- Product Design Factors; Company Expenses, Mortality Effects, Interest Earnings, and Investment Risk
- Interest, Future Value, and Present Value
- Premium Calculations for Bundled Life Insurance Products
- Benefit Costs for Unbundled Products
- Asset-Share Models for Annuity and Life Insurance Products
- Product Modeling and Testing; Dynamic Financial Analysis
- Reserves and Cash Values for Life Insurance and Annuities
- The Risk-Return Tradeoff and the Solvency-Profitability Tradeoff
- Sources of Risk
- Financial Ratios
- Regulatory Monitoring and Provisions for Insolvency
- Capital Management and Capital Planning for Insurers
- Internal Sources of Capital
- Issuing Debt and Equity Securities
- Reinsurance for Surplus Relief
- Expense Management and Profitability
- Mergers for Growth
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!
Ordering
Study Materials
To order
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:
January
- June 2008 Study Assignment:
Product Design for Life Insurance and Annuities
(LOMA, 2001)
ISBN
1-57974-121-5
PBD Order # LOMA
371-11-01
Capital Management for Insurance Companies
(LOMA, 2001)
ISBN
1-57974-122-3
PBD Order # LOMA
371-12-01
Prep Pak for FLMI 371
(LOMA, 2001)
ISBN
1-57974-123-1
PBD Order # LOMA
371-90-01
July
2008 - 2009 Study
Assignment: New!
Exams
taken on or after July 1, 2008 will be based on the following assigned study
materials, which will be available May 2008:
Risk
Management and Product Design for Life Insurance Companies
(LOMA,
2008)
ISBN
978-1-57974-317-8
PBD
Order # LOMA 371-10-08
Test
Preparation Guide for LOMA 371 (LOMA, 2008)
ISBN
978-1-57974-318-5
PBD
Order # LOMA 371-40-08
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