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Solutions for Industry Leaders

Industry trends, employee engagement, employee development, team building, and performance reviews, to name just a few, can add to your challenges in the important job you do every day.

To help you stay informed and equipped to navigate your responsibilities as a manager, LOMA presents webinars on the latest in industry trends, hot topics, and peer-tested methods for managing common issues.


Client Centricity: Enhancing the Customer Experience

Wednesday, February 28, 2018 at 2:00 p.m. EST

The cost of attracting clients, and the financial impact of losing a profitable one – make it more important than ever to see business through the eyes of the client. Chatham Partners, a leading, independent research and consulting firm for the financial services industry, together with the LOMA Secure Retirement Institute, will present their findings from a study on the institutional retirement industry. We will discuss:

  • How the industry is performing
  • The people attributes clients value
  • The impact of people on customer experience
  • How the industry fares on the important personnel metrics

Join us for a free webinar to understand the impact people have on multiple dimensions of the customer experience. We think you will find the results thought provoking and valuable.


Connecting Professionals in Navigating Industry Transformation: LIMRA LOMA Secure Retirement Institute

January 25, 2018

$325,000. That’s how much less in retirement savings that a millennial could have at retirement time if she starts her career with $30,000 in student loans, according to recent findings from the LIMRA LOMA Secure Retirement Institute (LL SRI). The Institute leads in the exploration and discussion of what a secure retirement means today, and how our industry will adjust to meet the needs of Americans. The LL SRI supports our industry through research, education and as catalyst for innovation. The Institute leads in the exploration and discussion of what a secure retirement means today, and how our industry will adjust to meet the needs of Americans. The LL SRI supports our industry through research, education and as catalyst for innovation.

Hear what the Secure Retirement Institute means to YOU from three Directors: Paul Henry, Corporate Vice President and Managing Director, Retirement Clients and Products, LIMRA LOMA Secure Retirement Institute; Gary Lineberry, ASRI – Managing Director, Retirement Education Solutions, LOMA Secure Retirement Institute; Allison Salka, PhD, Senior Vice President and Managing Director, Research and Member Benefits, LIMRA LOMA Secure Retirement Institute.

Hiring from Outside the Industry: What You Need to Know

December 07, 2017

Hiring and onboarding professionals, managers and executives who come from other industries presents a special challenge: how do we help valuable employees learn about our unique industry, products, and financial needs, quickly? If you’re involved in hiring, onboarding and training new hires in the life insurance industry, view this recorded webinar to hear more about this challenge and how some companies are successfully filling that initial gap in industry knowledge.

Make the Most of LOMA Affiliate Membership

May 16, 2017

In this webinar, we discuss opportunities for your organization to maximize LOMA membership. If you are a current LOMA member or are thinking about membership, this webinar is for you; access it to help plan your organizational activities.

Custom Learning Paths: Enhance Your Organization’s Learning Options

February 24, 2017

If Talent Development is one of the keys to an organization achieving desired business outcomes, then assembling and making available the right learning options is the entry point to success. In this webinar, learn about how the use of Custom Learning Paths can help an organization to strategize, organize and customize their learning options to make it easy for employees to invest in themselves, raise their level of engagement and position their business to achieve its desired outcomes.

Advance and Accelerate Learning with LOMA’s Instructor-Led Training Program

September 20, 2016

Insurance Immersion is a lively, fast-paced, instructor-led program that provides a broad overview of the life insurance industry, its products, and how companies operate. In this webinar, you’ll learn more about the program’s content, format, and available options. Find out how Insurance Immersion can help meet your training needs and benefit your company.

The Call for Contact: The Future of Contact Centers

May 20, 2016

Changing technology and consumer expectations are driving companies to revisit how they market, sell, and service. Whether it's phone calls or click to chat, service or sales, connecting with consumers is critical. The industry is looking to use contact centers in new ways to benefit both the consumer and the business.

Making Interviews Effective, Defensible and Relatively Painless

April 28, 2016

Effective and defensible employment interviews have five key characteristics. Dr. John Arnold, President of Polaris Assessment Systems and Dr. Ina Allison, Director of LOMA's Assessment Solutions Group will describe these characteristics and show how they can be incorporated into a company's practices.

You will also get the first peek at the LOMA Interview Management System (LIMS), an industry-specific form of cloud-based interview management software that is being used by a number of major organizations (e.g., Macy's, AstraZeneca, CSX Transportation, Ford) to make their interview systems more efficient and effective.

Talent Management — How it Can Help You Reach Business Goals

December 11, 2015

Talent management and development are keys to an organization's success. In this webinar, presented by Ryan Ford, Assistant Director of Client Relations, Principal Financial Group / US Insurance Solutions division, we will review the core foundational actions that lead to a Total Talent Management system. Ryan will show how this process can align your people with business strategies to ensure that you have the right people, with the right skills, in the right jobs and at the right time. Ryan will also provide insight on strategies and the tools that The Principal Financial Group have implemented in driving an integrated talent strategy for their organization in recent years.

Client Satisfaction in Institutional Retirement...The People Factor

November 13, 2015

Recent research has shown a drop in institutional retirement plan client satisfaction. This webinar quantifies and explains what's driving this change and looks at how individuals interacting with customers can impact client perception and satisfaction. Presented by Gary Lineberry, Managing Director, Retirement Education Solutions, LOMA Secure Retirement Institute and by Joshua Dietch, Managing Director, Chatham Partners.

Service Turnaround Times Survey Participation

July 22, 2015

Participating in the LOMA Service Turnaround Times Survey for individual Life Insurance and/or Annuities can help guide you in setting internal benchmarks and performance standards. With the information you receive as a participant, you can identify strengths and weaknesses in your organization, to help focus your resources where they will make the greatest impact. So don’t miss out! This short information session gives you key information on how to participate, timing and deadlines to submit information, reports you will receive, and how your company can benefit from participating.

Hiring and Managing Virtual Workers

July 09, 2015

Our ground-breaking virtual workplace solutions will help you determine which job applicants and current employees have the skills, work preferences, and personal attributes to succeed as remote workers. And for managers with remote workers, we have a program that can be critical to your success.

Overview of Assessment Tools

July 07, 2015

LOMA has developed a time-tested, performance-driven approach to help you achieve your business goals with effective recruiting, selection, productivity, and retention solutions. In this webinar, we look at a few ways that we can help you with assessment in your organization.