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Retirement Essentials Inaugural Class

The new Certificate in Retirement Essentials provides an overview of the retirement marketplace and a strong foundation in retirement principles, products and planning. The three courses within this first level of the Fellow, Secure Retirement Institute™ (FSRI™) program are available in a highly interactive online format and will provide you with a strong foundation of retirement knowledge.

When you complete the Certificate in Retirement Essentials by December 31, 2014, you automatically become a member of the Retirement Essentials Inaugural Class...receiving special recognition and the chance to win some fabulous prizes from LOMA! All members of the Retirement Essentials Inaugural Class will receive a special seal on their Certificate, mention in Resource magazine, and recognition on LOMA’s website.

Members of the Inaugural Class will also be entered into a drawing for a free trip to the 2015 Retirement Industry Conference! Five other lucky winners will receive a $100 VISA gift card.

Good luck!

*   To validate entry in drawing for the trip to the 2015 Retirement Industry Conference and $100 VISA gift cards, individual must complete SRI 111, SRI 121, and SRI 131 (or course equivalents) by midnight (ET) on December 31, 2014. Drawing will be held and winners notified in early January 2014. This promotion is valid for U.S. and Canada members only. LOMA Ed Reps are not eligible for this promotion.

See the SRI 210 Intro Video

SRI 210 Intro screen

Try the interactive demo
for SRI 111!

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