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Advance Your Knowledge Webinar Series

Providing you with information about LOMA's professional development programs, in brief, convenient segments. Choose your topic and sign up.

Upcoming Sessions  

Spring Into LOMA's Associate Programs 

Wednesday, March 17, 2021, 11:00 a.m. ET

Don’t overlook your key to growth as we discuss LOMA’s associate-level designation programs! In today's business environment, it's more important than ever to broaden your understanding of the industry to help you remain competitive in your role. Join us for an overview of each program, course requirements, the appropriate candidate, and how you can easily earn multiple designations by taking a few courses. Hear from LOMA’s, Amanda Dumas, ACS, ALMI, ASRI, CLTC as she shares her learning journey.

Register

Upgrade Your Financial Smarts with LOMA's Retirement Program

Thursday, April 15, 2021, 11:00 am. ET

April is National Financial Literacy month. What a great time to upgrade your understanding of the retirement marketplace. Join us as we highlight LOMA’s FSRI program which addresses the diverse viewpoints of retail and institutional marketplaces, public- and private-sector plans, tax issues, and asset accumulation and decumulation topics. Hear from our own, Jon Dempsey, FSRI, ACS, ALMI as he shares his personal journey.

Register 

Recorded Sessions

Navigating a Path to Success

February 10, 2021

In today’s challenging business environment, it’s important to understand how your actions contribute to the overall success of your organization. This webinar highlights LOMA’s certificate-level programs available to help you develop the industry acumen needed to support your company and grow in your career journey with focuses in life insurance, retirement, the customer experience, compliance, and underwriting.

Don't Stop Believin': Jumpstart Your Journey in 2021!

January 14, 2021

Enrolling in a course is an invaluable way to gain the skills and knowledge you need to develop in your role. This webinar will provides an overview of LOMA’s industry-specific learning opportunities to support your professional growth and development. Listen in as we highlight course curriculum, features, and the ideal candidate for each of our designation programs.

Reach Year-End Goals

November 11, 2020

2020 has been quite a year. As we near the end it's important to think about the professional development goals you set at the beginning of the year. Listen to learn how LOMA courses and designation programs may assist you in meeting your goals.

Customer Service Excellence

October 07, 2020

Listen to learn more about the importance of professional development for all professionals. We'll cover LOMA's education opportunities that focus on customer service and enhancing the customer experience.

Life Insurance Knowledge to Succeed: LOMA's FLMI Program

September 16, 2020

September is Life Insurance Awareness month. In celebration, we're focusing on LOMA’s Fellow, Life Management Institute (FLMI) program. The FLMI teaches insurance and financial services topics to build an understanding of the business. We’ll discuss which courses make up the FLMI and course formats available in each level, including the self-proctored courses in the upper-level of the FLMI.

Partnering with LOMA: The Professional Development Journey

August 12, 2020

Whether you're a recently hired new employee or a seasoned professional transitioning to a new area of the company, industry knowledge is a key ingredient to remaining relevant in the future. This webinar covers career-long learning opportunities for LOMA’s Life Insurance and Retirement programs; including course content and program requirements.

Which Associate Program is Best for Me?

July 15, 2020

In today's business environment, it's more important than ever to broaden your understanding of the industry to help you remain competitive in your role. Join us to learn about LOMA's associate level designation programs which cover topics including customer service, compliance, life insurance, and retirement. We give you an overview of each program, course requirements, the appropriate candidate, and how you can easily earn multiple designations by taking a few courses.

Get Started with Professional Development

June 18, 2020

This webinar covers course content and requirements for LOMA’s certificate-level programs. Our Certificate programs provide a solid foundation in Insurance, Retirement, Customer Experience, Compliance, and Underwriting.

Boost Your Retirement Knowledge

May 13, 2020

Are you looking to learn more about retirement industry topics? You can boost your knowledge with LOMA’s retirement program. This webinar covers the Associate, Secure Retirement Institute™ program in detail and discusses the topics and format of each course.

Five Membership Benefits for You

April 16, 2020

Did you know that if you work for a LOMA Member Company, you're a LOMA member? Are you taking advantage of all of the benefits available to you? There may be some members-only benefits you're missing. This webinar speaks to the benefits of LOMA membership connecting you to networking, information, and solutions.

Short Courses to Build Skills

March 18, 2020

Looking to build skills to help you in your role? Need a quick industry refresher? LOMA’s short online course library offers various topics related to insurance and financial services including business skills, leadership, underwriting and more. Join to learn which courses you might include in your career development plan.

Professional Development for You

February 20, 2020

This webinar offers an overview of LOMA’s designation programs so you'll know which one to focus on this year. You'll learn about LOMA's programs and course content which focus on topics such as compliance, customer service, life insurance, reinsurance, and retirement.

Build a Retirement Foundation

February 12, 2020

Rapidly shifting roles and regulation are causing changes in the financial services industry. As a result, these changes will require a different knowledge base for employees. LOMA's Certificate in Retirement Essentials can help you obtain the information you need to grow in the retirement industry. Listen to learn the importance of this program, the necessary courses, including the newly revised SRI 111: Retirement Fundamentals, and how to enroll.

Reach Your Goals in 2020

January 22, 2020

A great way to begin a new year is to set professional development goals! Listen to learn how LOMA can help you excel in your career. If you're thinking of starting a LOMA course or designation program in 2020, we'll help you get started here.

Reach Your Year-End Goals

November 14, 2019

As we near the end of another year, it's important to think about the professional development goals you set at the beginning of the year. Listen to learn how LOMA courses and designation programs may assist you in meeting your goals.

Retirement Education for You

October 16, 2019

Workplace transformation is clear in the insurance & financial services industry today. Listen to learn how LOMA's retirement designation program, the Fellow Secure Retirement Institute (FSRI), can assist you with these changes and challenges.

Customer Service Excellence

October 10, 2019

Listen to learn more about the importance of professional development for customer service professionals. We'll cover LOMA's education opportunities that focus on customer service topics.

Life Insurance Knowledge for You

September 18, 2019

September is Life Insurance Awareness Month! Listen to learn why professional development is important for this industry. We’ll outline LOMA’s Fellow, Life Management Institute (FLMI) program, which teaches insurance and financial services topics to build an understanding of the business. We’ll also discuss which courses make up the FLMI and the course formats available in each level, including the self-proctored courses in the upper-level of the FLMI.

FLMI Changes: Courses Available!

August 29, 2019

Join us for an outline of LOMA's flagship designation — the Fellow, Life Management Institute (FLMI). We'll cover exciting changes to three of the upper-level courses, two of which are available now! These new features will streamline the learning process for you.

How to Choose a Retirement Designation

August 14, 2019

Join us as we walk through a checklist of how to select a retirement designation program. We'll discuss career goals and designation objectives, continuing education requirements, industry acceptance and more. Lastly, we'll briefly discuss LOMA's Fellow, Secure Retirement Institute (FSRI), which checks many of these boxes.

Build Skills with LOMA’s Short Online Courses

August 08, 2019

LOMA offers short online courses you can complete in a couple of hours or less. Our Short Online Course Library includes a variety of topics related to insurance and financial services including business skills, leadership, underwriting and more. Listen to learn which courses you might include in your career development plan.

LOMA Member Benefits You Should be Using

July 11, 2019

If you work for a LOMA member company, you're a LOMA member. Are you taking advantage of all the benefits available to you? There may be some members-only benefits you're missing. Find out more in this webinar.

Big Changes to IRAs Looming on Horizon. Ready yourself.

June 27, 2019

On May 23, 2019, the U.S. House of Representatives passed H.R. 1994, the Setting Every Community Up for Retirement Enhancement (SECURE) Act by a 417-3 vote. While the Senate has not yet taken up the bill, the bill’s provisions appear to have broad, bipartisan support in the Senate. Accordingly, 2019 could be a year of substantial change for IRA and retirement plan providers nationwide. Learn what changes are looming on the horizon and what new educational tools are now available through LOMA to help you stay abreast of these changes.

Life Insurance & Retirement Knowledge for YOU

June 19, 2019

Join this webinar to gain insight on the value of earning the prestigious Fellow, Life Management Institute (FLMI) and the Fellow, Secure Retirement Institute (FSRI), plus what to expect as you take the higher-level courses. You’ll learn which courses may be right for you to take next, and how the knowledge you gain can help you excel in your career.

Popular Online Interactive Courses

June 06, 2019

LOMA's popular and highly interactive online courses teach important concepts in an engaging way. Listen to this webinar to get familiar with this approach, and find out which courses use this format.

The Importance of Financial Wellness in Retirement

May 22, 2019

Financial wellness is a hot topic within the retirement industry. Join this webinar to learn about the importance of financial wellness and how it can help you in your business. We'll briefly cover LOMA's Certificate in Retirement Essentials and how these engaging courses can help you better understand financial wellness.

FLMI Program — New Changes Happening!

May 16, 2019

Join us for an outline of LOMA's flagship designation — the Fellow, Life Management Institute (FLMI). We'll also cover exciting changes to three of the upper-level courses. These new features will streamline the learning process for you — join to learn more!

Which Associate Designation Should I Choose?

April 25, 2019

Listen to learn about LOMA's associate level designations. Programs cover topics including customer service, compliance, life insurance, and retirement. We discuss the courses that make up each program, the appropriate audience for each, and how you can easily earn multiple designations by taking a few courses.

Get Started with a LOMA Certificate Program

March 21, 2019

Are you new to the industry? Need an industry overview or refresher? Our certificate-level programs offer you a great way to begin your professional development journey! These programs are available in Insurance, Retirement, Customer Service, Compliance, and Underwriting, and consist of one to three courses. Here's even better news: many of these courses are available in our popular online interactive course format! Join this webinar to learn more.

Retirement Education for You

February 21, 2019

Learn how you can boost your retirement knowledge with LOMA's retirement education program. This webinar will cover the first two levels of the program. We'll cover the ASRI (Associate, Secure Retirement Institute) program in detail and discuss the topics and course format of each course.

Which LOMA Designation Should I Choose?

February 21, 2019

Are you wondering which LOMA program is right for you? In this webinar we'll give you an overview of programs so you can better choose which path to focus on this year. You'll learn about LOMA's popular designation programs focusing on topics such as compliance, customer service, life insurance, reinsurance, and retirement.

Get Started with Your Professional Development Goals

January 23, 2019

A great way to begin a new year is to set goals! Join this webinar to hear about the importance of professional development in today's environment and ways LOMA can assist you in meeting your career goals. If you're thinking of starting a LOMA course or designation program in 2019, this webinar will help you get started.











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