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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

    Life Insurance & Retirement Knowledge for You

    Wednesday, August 12, 2020 11:00 a.m. Eastern Time

    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 to keep you relevant and prepared for the future.

    Life Insurance Knowledge to Succeed: LOMA's FLMI Program

    Wednesday, September 16, 2020 11:00 a.m. Eastern Time

    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.

    Customer Service Excellence 

    Wednesday, October 7, 2020 11:00 a.m. Eastern Time

    We’re celebrating Customer Service Week! Join us 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.

    LOMA's Retirement Designation Program

    Wednesday, October 14, 2020 11:00 a.m. Eastern Time

     National Retirement Security Planning Week is here! Join to learn how LOMA's retirement designation program, the Fellow Secure Retirement Institute (FSRI), offers a complete understanding of how retirement providers function to deliver successful outcomes.

    LOMA's Designation Overview: Reach Year-End Goals

    Wednesday, November 11, 2020 11:00 a.m. Eastern Time

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

    Recorded Sessions

    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.

    Retirement Education for You

    November 14, 2018

    Workplace transformation is clear in the insurance & financial services industry today. Join this webinar to learn how LOMA's retirement designation program (FSRI) can assist you with these changes and challenges.

    Reach Your Year-End Goals with LOMA Education

    November 08, 2018

    As we near the end of 2018, it's important to think about the professional development goals we set at the beginning of the year. Join this webinar to learn how LOMA courses and designation programs may assist you in meeting your goals.

    Study Tips for SRI 500: Transforming Retirement Security

    October 10, 2018

    The Fellow, Secure Retirement Institute (FSRI) program is the only designation program for corporate associates designed to provide a complete understanding of how retirement providers function to deliver successful outcomes. Join this webinar to learn more about the FSRI capstone course, SRI 500: Transforming Retirement Security and study tips to help you understand the material and excel in your career.

    The Impact of People & Education on the Customer Experience

    September 26, 2018

    The cost of attracting clients — and the financial impact of losing a profitable one — make it more important than ever to see business through the eyes of the client. LOMA recently partnered with Chatham Partners, a leading, independent research and consulting firm for the financial services industry, to conduct a survey surrounding the customer experience.

    Customer Service Excellence

    October 04, 2018

    Customer Service week is October 1–5! To help celebrate, join this webinar 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.

    What Is the LIMRA LOMA Secure Retirement Institute?

    August 24, 2018

    Join this webinar to learn more about the LIMRA LOMA Secure Retirement Institute—including the education and resources available to you.

    Build Skills with Short Online Courses

    August 16, 2018

    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. Join to learn which courses you might include in your career development plan.

    Your No-Risk Path to Retirement Professional Development

    July 25, 2018

    LOMA's Retirement program, the Fellow, Secure Retirement Institute (FSRI) provides a convenient and engaging path to retirement professional development. Courses for the majority of the program are available in our popular online interactive format. Join this webinar to learn about the program and how to enroll in your next course.

    Guaranteed Income Topics in LOMA's Retirement Education Program

    May 17, 2018

    The FSRI retirement education program enables learners to develop a solid understanding of the “what, why, and how” of the industry and provides an effective foundation for company-specific training. In this short webinar, we'll discuss the FSRI program and the courses that cover important annuity topics.

    LOMA's Associate-Level Retirement Program

    April 25, 2018

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

    Get Started with LOMA's Certificate Programs

    April 19, 2018

    Our certificate-level programs offer you a great way to begin your professional development journey! These programs are available in Insurance, Retirement, Financial Services, 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!

    Steps to Earning Your Certificate in Retirement Essentials

    March 21, 2018

    Key drivers in the insurance and financial services industries such as regulation and rapidly changing roles are causing challenges for employers and, in turn, their employees. The Fellow, Secure Retirement Institute program can assist you in facing these challenges and disrupters. The first step in this program is the Certificate in Retirement Essentials. Join this webinar to learn about the importance of this program, the courses needed for the Certificate, and how to enroll.

    Engaging Online Course Offerings

    March 08, 2018

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

    How to Get Started with LOMA's Retirement Program

    February 21, 2018

    LOMA's Fellow, Secure Retirement Institute program (FSRI) provides professionals with the retirement knowledge, critical insights and perspectives they need as they build a foundation for their own success. This webinar will outline the program and give you next steps on how to begin.

    Why is Retirement Education Important to Me?

    January 24, 2018

    With regulations and disruptions affecting the retirement industry, it's important to have a foundation of retirement knowledge to build upon. Join this webinar to discuss updated Chatham Partner research, and to learn more about how retirement knowledge can help you in your career.

    Reach Your 2018 Professional Development Goals with LOMA Education

    January 11, 2018

    A great way to begin a new year is to set goals for your professional development. Join this webinar to discuss the importance of professional development in today's environment and ways LOMA can assist you in meeting your career goals. If you are considering starting a LOMA course or designation program in 2018, this webinar will help you begin.

    Accelerate Your Career with Retirement Education

    December 20, 2017

    The Fellow, Secure Retirement Institute (FSRI) program builds a solid foundation of business knowledge and an awareness of the challenges to a successful retirement outcome. Join us to learn how to navigate the new world of retirement.

    Customer Service Education & Resources

    October 05, 2017

    In honor of Customer Service Week, join this webinar to learn more about LOMA's Customer Service designation program, the Associate, Customer Service (ACS) as well as additional tools and resources available to assist you in your customer-facing role.

    Underwriting Course Options

    September 20, 2017

    Learn more about LOMA's course offerings specifically for those in the underwriting profession. We'll cover the short online course offerings available through a partnership with LOGiQ3 as well as our Certificate in Underwriting program.

    Course Portal Offerings, Study Tips, and Test-Taking Strategies

    August 30, 2017

    LOMA offers many courses in a course portal format with multi-media study aids and a proctored exam. Join this session to learn about the courses available in this format. We'll also cover study tips and test-taking strategies for these courses.

    What Comes After the FLMI?

    June 27, 2017

    If you have already earned or soon will earn your FLMI, don't miss this helpful information session. Find out about your options for further professional development -- as an FLMI you may be close to earning another designation -- plus networking opportunities and valuable resources.

    Your Information Center Resources

    November 10, 2016

    Learn more about resources available to you as a LOMA member employee through LOMA's Information Center including Info Center Briefs and customized research.

    LOMA's Compliance Designation

    April 20, 2016

    Compliance is one of the most critical issues facing insurers today, as it affects all operational areas of the company. LOMA has responded to this industry need with revised, updated and enhanced courses in the Associate, Insurance Regulatory Compliance (AIRC) program. In this webinar, learn about course topics and updated online interactive features that will enhance your learning experience.











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