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.

Life Insurers and Wellness Engagement

Life carriers are launching several approaches (fraternal membership benefits, rebate programs, fitness apps, etc.) designed to support customers' desire for wellness services.

Keeping Track: Wearables and Life Insurance

Are wearable devices a source of underwriting data for life insurers, or are they used more often to promote client engagement?

Part of the Process: Embedding Life Insurers' Products in the Home Purchase Ecosystem

Digitization in real estate and mortgage lending processes and the proliferation of fintechs in this space have opened up more options for life carrier partnerships.

APIs: How Are Insurers Deploying Them?

To learn more about carriers’ API development activities, LOMA fielded a survey to five technology committees in the third quarter of 2023.

Student Debt Repayment: Workplace Benefits Solutions

Several firms – both traditional benefits plan providers and startups – have launched retirement-minded solutions to assist workers with their student debt.

MarketFacts

MarketFacts August 2023 Review

Articles from the August 2023 issue of MarketFacts

MarketFacts

How Are We Going to Reverse This Trend?

Many Americans live with a life insurance coverage gap. Learn the reasons people don’t buy life insurance and where you can find helpful resources to engage and educate consumers.

Navigating the Shifting Life Insurance Landscape

There are numerous forces shaping today’s life insurance landscape. Which factors will most affect your firm’s ability to keep pace and grow?

Choosing a Financial Professional: What Attributes Are Important to Consumers?

Many things influence consumers when choosing a financial advisor. See how gender, age and various attributes play into their choice.

Playing for Keeps: Strengthening Retention Through Professional Development

Feeling “cared for” by their employer is important to employees’ general health, happiness and engagement. How does your organization need to change to make that happen?

Trends & Insights

Beginning with this issue, you will be able to find many of the same great features and content previously found in Member Connection in this Trends & Insights section of MarketFacts — giving you access to our full menu of content in one publication. Enjoy your expanded issue of MarketFacts!

How Generational Preferences Are Redefining Workplace Benefits

Workers are rethinking what benefits are most important to them. What must employers consider to meet employees’ changing needs?

The View From the Road: Insights Into Asia

Discover some of the consistent themes in work culture, distribution and digital engagement found in Asian markets.

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.