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Solutions for Industry Leaders

Industry trends, employee engagement, employee development, team building, and performance reviews, to name just a few, can add to your challenges in the important job you do every day.

To help you stay informed and equipped to navigate your responsibilities as a manager, LOMA presents webinars on the latest in industry trends, hot topics, and peer-tested methods for managing common issues.


The Emotional Journey Towards Financial Wellness

Thursday, September 26, 2019

Emotions play a critical role in financial decision making. Decision paralysis, present bias, and inability to envision one's future self are among the obstacles standing in the way of financial wellness. How can financial service organizations overcome these emotional barriers and motivate positive action?

Join Jason Young, Co-Founder & CEO, Mindblown Labs, as he shares his perspective and experience on implementing strategies to empower people to make better financial and life decisions.

Jason and host, Gary Lineberry, Managing Director, LOMA Secure Retirement Institute, will explore why the emotions of financial decision making are too powerful to ignore.


New York Reg 187—We've got you covered!

Tuesday, June 25, 2019

In the post-DOL Fiduciary Rule environment, states are looking to enact their own regulations to protect consumers and ensure their interests are put first in financial transactions.

In July 2018 the New York Insurance Regulation 187: Suitability and Best Interests in Life Insurance and Annuity Transactions was amended and renamed to provide a best-interest standard on recommendations involving life insurance and annuity products. The regulation takes effect August 1, 2019 for annuity contracts and February 1, 2020 for life insurance policies.

While New York is the first state to enact a "best interest" regulation, insurance commissioners in other states are working to develop new sales standards, and some are working through the NAIC to develop model regulations that could be adopted in many states.

With this in mind, LOMA has developed "Understanding Best Interests: NY Reg 187 for Employees". Join us on Tuesday, June 25, 2019 at 2:00 PM (EDT) for an overview of the ruling and LOMA's response to ensure your staff is trained to make recommendations in accordance with the provisions of the regulation.


Navigating the New SIE Exam

April 10, 2019

Many companies today are struggling with helping their employees prepare for passing the FINRA license exams. LOMA Assessments has partnered with Pass Perfect, an organization who for the past 30 years has helped prepare candidates to pass the FINRA exams including Series 6 and 7 licensing exams (and now the SIE) at both corporate and college levels. David Snyder, General Manager for Pass Perfect speaks to the new SIE exam and talks about how companies and universities are utilizing Pass Perfect to get students and current hires up to speed. Nicole Overmeyer, Client Relations Manager, touches on LOMA’s Performance Skills Index and how companies can use this assessment to determine the likelihood of passing the top off exams.

State of the Retirement Industry: The Advisor's View

March 26, 2019

The advisory business has leaders and trendsetters. Understanding their perspective is invaluable for retirement businesses. This webinar is a discussion with Rick Shoff, Managing Director, CAPTRUST, a premier independent, fee-based advisory organization servicing institutional and individual clients.

HSAs...An Emerging Retirement Strategy

October 23, 2018

Health Savings Accounts (HSAs) are increasingly becoming a key part of healthcare conversations, but they can be a powerful tool in retirement conversations as well. While many employees use an HSA for current health care costs, they can be saved and invested to help better prepare for those costs in retirement. Our featured speaker is Will Applegate, Vice President, HSA Business Development/Workplace Investing, at Fidelity Investments. Gary Lineberry, Managing Director, Retirement Education Solutions, LOMA Secure Retirement Institute will join him in what promises to be an informative and engaging discussion.

Financial Wellness: A Market Perspective

June 07, 2018

Financial Wellness…. It’s far and away the top initiative for employers in 2018. While many plan sponsors have a tool or service available to workers covering at least one aspect of it, the percentage is expected to climb to 84% by the end of the year, according to a recent survey. Hear what’s driving Financial Wellness programs. Gain insight about how employers evaluate in Financial Wellness programs. Understand the scope and variety of Financial Wellness tools and services. Learn how employers measure success. Evaluate how Financial Wellness can help your business, or become an obstacle between you and the consumer.

How to Get Millennials to Stay

April 18, 2018

Millennials are already the largest generation in today’s workforce and are expected to form 50% of the global workforce by 2020. With more and more Baby Boomers beginning to retire, it is critical to understand how to attract and retain this growing demographic. Watch this recorded webinar to understand how to attract millennial applicants, discover how hiring tools can help identify top Millennial talent, and explore employee development strategies to make them want to stay.

Client Centricity: Enhancing the Customer Experience

February 28, 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. Chatham Partners, a leading, independent research and consulting firm for the financial services industry, together with the LOMA Secure Retirement Institute, will present their findings from a study on the institutional retirement industry.

Connecting Professionals in Navigating Industry Transformation: LIMRA LOMA Secure Retirement Institute

January 25, 2018

$325,000. That’s how much less in retirement savings that a millennial could have at retirement time if she starts her career with $30,000 in student loans, according to recent findings from the LIMRA LOMA Secure Retirement Institute (LL SRI). The Institute leads in the exploration and discussion of what a secure retirement means today, and how our industry will adjust to meet the needs of Americans. The LL SRI supports our industry through research, education and as catalyst for innovation. The Institute leads in the exploration and discussion of what a secure retirement means today, and how our industry will adjust to meet the needs of Americans. The LL SRI supports our industry through research, education and as catalyst for innovation.

Hiring from Outside the Industry: What You Need to Know

December 07, 2017

Hiring and onboarding professionals, managers and executives who come from other industries presents a special challenge: how do we help valuable employees learn about our unique industry, products, and financial needs, quickly? If you’re involved in hiring, onboarding and training new hires in the life insurance industry, view this recorded webinar to hear more about this challenge and how some companies are successfully filling that initial gap in industry knowledge.

Make the Most of LOMA Affiliate Membership

May 16, 2017

In this webinar, we discuss opportunities for your organization to maximize LOMA membership. If you are a current LOMA member or are thinking about membership, this webinar is for you; access it to help plan your organizational activities.

Custom Learning Paths: Enhance Your Organization’s Learning Options

February 24, 2017

If Talent Development is one of the keys to an organization achieving desired business outcomes, then assembling and making available the right learning options is the entry point to success. In this webinar, learn about how the use of Custom Learning Paths can help an organization to strategize, organize and customize their learning options to make it easy for employees to invest in themselves, raise their level of engagement and position their business to achieve its desired outcomes.

Make the Most of LOMA Affiliate Membership

December 06, 2016

Advance and Accelerate Learning with LOMA’s Instructor-Led Training Program

September 20, 2016

Insurance Immersion is a lively, fast-paced, instructor-led program that provides a broad overview of the life insurance industry, its products, and how companies operate. In this webinar, you’ll learn more about the program’s content, format, and available options. Find out how Insurance Immersion can help meet your training needs and benefit your company.

The Call for Contact: The Future of Contact Centers

May 20, 2016

Changing technology and consumer expectations are driving companies to revisit how they market, sell, and service. Whether it's phone calls or click to chat, service or sales, connecting with consumers is critical. The industry is looking to use contact centers in new ways to benefit both the consumer and the business.

Making Interviews Effective, Defensible and Relatively Painless

April 28, 2016

Effective and defensible employment interviews have five key characteristics. Dr. John Arnold, President of Polaris Assessment Systems and Dr. Ina Allison, Director of LOMA's Assessment Solutions Group will describe these characteristics and show how they can be incorporated into a company's practices.

Talent Management — How it Can Help You Reach Business Goals

December 11, 2015

Talent management and development are keys to an organization's success. Ryan Ford of The Principal Financial Group / US Insurance Solutions division reviews the key actions, processes, strategies, and tools The Principal uses to drive their talent strategy.

Client Satisfaction in Institutional Retirement...The People Factor

November 13, 2015

This webinar quantifies and explains what's driving changes in institutional retirement plan client satisfaction and looks at how individuals interacting with customers can impact client perception.

Service Turnaround Times Survey Participation

July 22, 2015

Participating in the LOMA Service Turnaround Times Survey for individual Life Insurance and/or Annuities can help guide you in setting internal benchmarks and performance standards. This short session gives you key information on how to participate, timing, deadlines to submit information, reports you will receive, and how your company can benefit.

Overview of Assessment Tools

July 07, 2015

LOMA has developed a time-tested, performance-driven approach to help you achieve your business goals with effective recruiting, selection, productivity, and retention solutions. In this webinar, we look at a few ways that we can help you with assessment in your organization.