ACS 101 is an online course that uses a variety of media to provide a comprehensive overview of the role of customer service in insurance and financial services organizations and the skills service providers need to deliver exceptional customer service.
AIRC 411 discusses the compliance function in a life insurance company and how the state and federal governments regulate life insurance companies operating in the United States. Content is specific to U.S. laws and regulations.
AIRC 421 explains state and federal regulation of life insurance and annuity product design. The course also describes the regulation of life company operations, including underwriting, claims, reinsurance, market analysis and examinations. Content is specific to U.S. laws and regulations.
LOMA 281 is an online course that uses a variety of media to teach principles of insurance, insurance products, and the policyowner’s contractual rights. The course describes the features of individual and group life insurance and annuity products, and emphasizes how insurance companies serve customers and meet customer needs through the products they provide.
LOMA 291 is an online course that uses a variety of media to teach operations, functions, and product development basics unique to the insurance organization. In addition, the course will teach that (1) a company’s success depends on its operational efficiency and effectiveness and (2) every employee has a role in ensuring the company’s financial success.
LOMA 302 is an online course that presents an in-depth study of insurance administration activities for individual and group life insurance, focusing on underwriting, customer service, and claims activities. It includes examples from actual insurance applications and claims that allow the student to apply their knowledge to real-life situations.
LOMA 308 is an online course that presents basic economic, financial, and business concepts and practices related to insurance company management, operations, solvency and profitability.
LOMA 321 is an online interactive course that uses a variety of media to present basic marketing principles and to show how these principles are used in the financial services industry to satisfy customers’ financial needs and to create profitable customer relationships.
This online interactive course provides an overview of the needs of people preparing for retirement, the key providers and products that offer solutions to those needs, and the critical concepts that affect retirement planning.
This online interactive course is designed to familiarize students with various retail and institutional financial products used to save and invest for retirement, as well as the tax implications of those products.
This online interactive course takes learners through the retirement planning process, identifies the tools that are available to help individuals create a retirement plan, and describes the primary components of a comprehensive retirement plan.
SRI 210 describes the importance of retirement income planning in the decumulation phase of retirement. Learners will gain knowledge of the essential steps in retirement income planning, including how an individual or couple calculates the amount of income needed to satisfy retirement goals; evaluates income sources and expenses to determine whether a shortfall exists; and then develops, implements, and monitors a strategy for generating income and protecting assets.
This course introduces the companies and individuals involved in retirement marketing and takes learners through the general steps in the business acquisition process for both institutional and retail markets, with a primary focus on technical design and distribution strategies. The course will also examine strategic marketing issues such as government policies, consumer behaviors, and economic conditions.
This course delivers knowledge about administration functions for existing retirement accounts, products, and plans. This course is designed specifically for employees in asset management firms, insurance companies, distribution organizations, and record keeping companies. It is particularly useful for those who provide information or guidance directly to customers as well as those responsible for any of the administrative functions necessary to service the company's retirement business.