This course will
start new employees off right by helping them understand the importance of
insurance companies in providing financial protection and security for
individuals and families. Learners will also discover how the insurance company
in which they work fits within the larger financial services industry, and
explore various types of financial services products, with a focus on life
insurance.
ACS 100 provides a comprehensive introduction to customer service in a financial services environment. The course explores the knowledge and skills employees need to understand and deliver exceptional customer service.
ACS 101 is an online course that uses a variety of media to provide a comprehensive overview of the role of customer service in insurance and financial services organizations and the skills that all employees—not just customer-facing staff—need to deliver exceptional customer service.
AIRC 411 discusses the compliance function in a life insurance company and how the state and federal governments regulate life insurance companies operating in the United States. Content is specific to U.S. laws and regulations.
AIRC 421 explains state and federal regulation of life insurance and annuity product design. The course also describes the regulation of life company operations, including underwriting, claims, reinsurance, market analysis and examinations. Content is specific to U.S. laws and regulations.
ARA 440 shows how reinsurance strengthens the insurance industry and increases the likelihood that insurance companies will have sufficient funds to pay anticipated claims. It also discusses reinsurance principles, regulation, typical provisions in a reinsurance agreement, the administration of reinsurance business, and the importance of quality control for reinsurance.
Impact Cx: The Quest is an interactive, decision-based gamified course that helps organizations create a unified customer-first mindset among all employees.
U.S. Program
An instructor-led, activity based, immersive program that provides the essential knowledge and tools for professionals transitioning to the life insurance industry.
Canadian Program
An instructor-led, activity based, immersive program that provides the essential knowledge and tools for professionals transitioning to the life insurance industry.
This full-day program for Canadian insurance professionals covers insurance wealth products — including segregated funds and annuitites — and how these products meet customers' retirement income needs.
IRA Fundamentals: Short Online Courses
IRA Fundamentals: Short Online Courses
Available May 2019
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LOMA is partnering with Convergent Retirement Solutions, LLC (Convergent RPS) to help companies like yours develop the consistent base of IRA knowledge needed to excel in the retail retirement market.
The Insurance Basics Series is part of the Learning Live Series, featuring short, virtual, facilitated sessions for insurance professionals. This session describes how an annuity works, explains the benefits of annuities, and compares and contrasts features of various types of annuities.
The Learning Live Series features short, virtual, facilitated sessions for insurance professionals. This session is designed to help non-customer-facing employees understand what customer experience (Cx) means for insurance companies and the various approaches insurers are taking to improve it.
The Insurance Basics Series is part of the Learning Live Series, featuring short, virtual, facilitated sessions for insurance professionals. This session explains insurers’ role in the financial services industry, describes the regulatory environment they operate in, and explores forces that are shaping how they do business today.
The Insurance Basics Series is part of the Learning Live Series, featuring short, virtual, facilitated sessions for insurance professionals. This session describes buying trends and product features for term life, whole life, and universal life insurance policies.
In response to recent changes and challenges, LOMA Canada partners with PwC Canada to present the Life Insurance Company Taxation Course to meet the needs of the Canadian life and health insurance industry.
This comprehensive course is designed for business professionals seeking to gain a deeper understanding of life insurance products in Canada.
Ever wonder who
plays a role in the “life” of an insurance policy? In this short course,
learners will see how each major operational area helps shape the insurance
product and customers’ perception of its value. They will also discover the key
stages in the life cycle of an insurance policy—from initial planning and
product development, through policy application and underwriting, and finally
through policyowner service and claim administration.
LOMA 280 introduces the principles of insurance, the process of becoming insured, and the policyowner’s contractual rights. The course includes information on the features of individual and group life insurance, health insurance, and annuity products.
LOMA 281 is an online course that uses a variety of media to teach principles of insurance, insurance products, and the policyowner’s contractual rights. The course describes the features of individual and group life insurance and annuity products, and emphasizes how insurance companies serve customers and meet customer needs through the products they provide.
LOMA 290 describes how life insurance companies operate in today’s global environment: how they are organized, how they are managed, and the roles of functional and support units in developing, distributing, issuing, and administering life insurance and annuity products.
LOMA 291 is an online course that uses a variety of media to teach operations, functions, and product development basics unique to the insurance organization. In addition, the course will teach that (1) a company’s success depends on its operational efficiency and effectiveness and (2) every employee has a role in ensuring the company’s financial success.
LOMA 301 provides a detailed discussion of the activities of insurance administration for individual and group life coverages, focusing on underwriting, reinsurance, claims, and customer service.
LOMA 302 is an online course that presents an in-depth study of insurance administration activities for individual and group life insurance, focusing on underwriting, customer service, and claims activities. It includes examples from actual insurance applications and claims that allow the student to apply their knowledge to real-life situations.
LOMA 307 introduces industry employees to basic financial concepts and terminology and relates these concepts to the business of insurance and company operations and profitability.
LOMA 308 is an online course that presents basic economic, financial, and business concepts and practices related to insurance company management, operations, solvency and profitability.
Now available in e-book format!
LOMA 311 provides a comprehensive overview of the business laws and industry-specific regulation that affect insurance companies, products, and operations. Focused on life insurance and annuities, this course will help learners understand how legal and regulatory issues affect their jobs.
LOMA 316 presents the basic features and principles of the legal environment in which financial services companies in Canada operate.
LOMA 320 covers marketing principles and the functions of marketing as an integral aspect of the life and health insurance industry.
LOMA 321 is an interactive online course that uses a variety of media to provide an overview of the marketing process in insurance companies, with a focus on how companies identify customer needs, match products and services to those needs, and connect with customers in a complex marketing environment.
New format now available!
LOMA 335 helps employees deliver greater value to customers and increase operational efficiency through insurance-specific instruction on motivating and leading people, creating and improving business processes and project management, and engaging in effective and innovative decision making.
Now available as an e-book!
LOMA 357 introduces fundamental investing concepts and the “why” and “how” of institutional investing. The course describes the process of institutional investing to help learners understand the impact of investing on company operations and overall financial well-being.
New format now available!
LOMA 361 provides a broad exposure to financial and managerial accounting in life insurance companies, including the corporate and regulatory environment in which accounting functions occur.
This online interactive course provides a
holistic view of the retirement system and industry as well as need-to-know
retirement planning and preparation information.
This online interactive course is designed to familiarize students with various retail and institutional financial products used to save and invest for retirement, as well as the tax implications of those products.
This online interactive course takes learners through the retirement planning process, identifies the tools that are available to help individuals create a retirement plan, and describes the primary components of a comprehensive retirement plan.
SRI 210 describes the importance of retirement income planning in the decumulation phase of retirement. Learners will gain knowledge of the essential steps in retirement income planning, including how an individual or couple calculates the amount of income needed to satisfy retirement goals; evaluates income sources and expenses to determine whether a shortfall exists; and then develops, implements, and monitors a strategy for generating income and protecting assets.
This course introduces the companies and individuals involved in retirement marketing and takes learners through the general steps in the business acquisition process for both institutional and retail markets, with a primary focus on technical design and distribution strategies. The course will also examine strategic marketing issues such as government policies, consumer behaviors, and economic conditions.
This course delivers knowledge about administration functions for existing retirement accounts, products, and plans. This course is designed specifically for employees in asset management firms, insurance companies, distribution organizations, and record keeping companies. It is particularly useful for those who provide information or guidance directly to customers as well as those responsible for any of the administrative functions necessary to service the company's retirement business.
This course provides an overview of the current system for delivering retirement security, as well as considerations shaping future directions for the system. Delivered in a blended learning format that combines access to a course portal with online exercises and scenarios, the course also guides the learner through a variety of opportunities for improving retirement system outcomes.
Free course now available!
The Coronavirus Aid, Relief, and Economic Security (CARES) Act includes several provisions that temporarily change the tax guidelines for individual retirement accounts (IRAs) and retirement plans such as 401(k) and 403(b) plans. Take this 15-minute online course to find out how these impact your customers and your company.
UND 386 introduces risk assessment principles applied to underwriting individual and group life and health insurance, including specialized policies and supplemental coverages.
Now available!
This mobile-friendly, interactive online course explains the requirements of New York Reg 187 and describes how the rule could impact the work of home office employees working in new business/suitability review, customer service, agent service, operations, and other roles.
Presented in partnership with PwC Canada, this is an introductory program that provides a basic understanding of life insurance company financial statements. The course gives non-financial professionals an opportunity to learn about industry-specific terminology, tools, and methodology.
Taking Underwriters to the Next Level
Underwriting Courses
Underwriting Courses
Taking Underwriters to the Next Level
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LOMA is pleased to partner with LOGiQ3 in offering a comprehensive online training program for the life underwriting profession. This series of short online courses covers over 200+ topics (medical, non-medical, and fin
Virtual Insurance Immersion offers industry and product knowledge through instructor-led sessions in our virtual classroom. Learn from industry experts and network with industry peers as you participate in discussions and activities.
Virtual Insurance Immersion is delivered in eight two-hour sessions. Content focuses on the U.S. insurance industry.
Now available!
This short, interactive online course is designed to boost the productivity of your virtual workforce, retain this in-demand talent, and improve morale and motivation.