Professional Development

Accelerate Success

At LOMA, our purpose is to advance the life insurance and financial services industry by empowering our members with knowledge, insights, connections, and solutions.

Our innovative, award-winning courses and self-study designation programs are just one way we contribute to our member companies' success. Learn more about how these programs can benefit your career and improve engagement and innovation among your teams.

Designation Programs About Us

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Shaping the Industry

Solutions & Services

LIMRA and LOMA's ever-adapting lineup of solutions helps member companies thrive in our ever-changing environment. Recruiting, assessment, fraud prevention, remote work, benchmarking—we analyze industry needs and develop answers with you.

Connect. Learn. Grow.

Events & Networking

Looking for a conference, workshop, webinar, or committee meeting? Want to find out when the next session of instructor-led training will be? See all of our upcoming events in one place on the Upcoming Events calendar.

Help Center

Find answers to your questions here.

Learning Paths

Boost your employees’ performance and enable them to take on new challenges with our globally recognized education. We offer a variety of options and delivery formats to accommodate your needs!

Choose Your Path

Use the drop-down menu above to select a learning path based on a line of business.

News & Research

Check the pulse of the industry with Quick Queries and Research Briefs driven by members of LOMA Committees and produced by our Info Center.

Insurers' Paid Time Off Policies

To learn more about insurers’ current policies for paid time off, LOMA fielded a survey to three committees in the third quarter of 2023.

Insurers' Volunteerism Initiatives

What opportunities and benefits do insurers offer to help employees serve their communities?

Insurers' Paid Holiday Policies

Which paid holidays do carriers offer to staff, and how do they administer the time off?

Employee Recognition

Quick Query, Employee Recognition, LDC, October 2023.

Annuity-Focused Fintech: Moves in the Market

Digital annuity platforms are making direct-to-consumer plays, targeting advisors' sales workflow, and creating D2C/distributor hybrid approaches.

MarketFacts

Life Insurance Executive Survey: Seizing Growth Opportunities

Discover what the highest priorities are for life insurance leaders as they tackle today’s challenges and embrace new opportunities.

Closing the Gap: Addressing Employees’ Unmet Benefit Needs

Today’s workforce includes four generations – all with different wants and needs, but how should employers prioritize which new benefits to offer?

Sales Capacity Forecasting Model Reveals the Impact of Recruiting

The number of financial professionals in the agency-building channel is shrinking. LIMRA shares how different recruiting scenarios can impact sales.

A Deeper Dive Into Indexed Universal Life Products

IUL products have enjoyed historic levels of growth, but what does the future hold? See what carriers are saying will impact sales in the next few years.

Leading From the Front Through Professional Development

Learning and development are key to employee engagement. Find out why leaders say it’s important to share your learning journey with your team members.

Lifetime-Guaranteed Income: Where Does It Belong?

Embedding IPAs into 401(k) plans may offer retiring employees the opportunity to generate lifetime-guaranteed income, but who should help them convert their balances?

Gen Z Perspective on Life Insurance

There are nearly 39 million Gen Zers in the U.S., yet less than half own life insurance. Check out this infographic to understand their perspective on life insurance.

Trends & Insights

Check out additional research from LIMRA on life insurance, annuities and workplace benefits. Also find LOMA Information Center briefs and quick queries on a variety of topics. If you haven’t subscribed to MarketFacts, be sure to sign up!

Honoring Member Achievement

Honoring Educational Achievements

Our Educational Achievement Award recognizes the top individual full, affiliate, or academic member companies and their Educational Representatives in the financial services industry with the greatest involvement and participation in LOMA’s industry-specific learning and development programs, based on their total number of course enrollments during the previous calendar year.

Honoring Excellence in Education

To qualify for our Excelence in Education Award, a company must be a full, affiliate, or academic member of LOMA and demonstrate ongoing support and promotion of LOMA education programs.

Congratulations, New Designees!

LOMA offers a special congratulations message for the Class of 2022 FLMI and FSRI designees.

恭贺您，新的专业资格认证获得者！

LOMA 向 2022年度荣获 FLMI 和 FSRI 的专业资格认证获得者表示特别的祝贺.

Upcoming Events

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Spotlight On...

In our Spotlight On... series, we focus on new courses, learning opportunities, and learner and Ed Rep stories.