LOMA logo

Course Catalog

Flexibility and Convenience

Our learning and education programs are flexible to meet your needs and convenient for your employees. LOMA offers a wide variety of course in several learning formats, including textbook, online, and company-specific programs, that can help create a comprehensive plan to help you ignite your potential!

Relevant Training & Development for Employees at all Levels

LOMA courses will help you develop a fundamental understanding of the industry and your role within your company. With extensive course selections, employees at all levels can continue learning and acquiring new skills to prepare for future challenges in the industry.


Course Type



15-Minute Insurance Industry Overview

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 — Foundations of Customer Service

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 — Customer Service for Insurance Professionals

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 — The Regulatory Environment for Life Insurance

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 — Regulation of Life Insurance Products, Sales & Operations

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 — Reinsurance Administration

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.

CX 50 — Impact Cx: The Quest

Impact Cx: The Quest is an interactive, decision-based gamified course that helps organizations create a unified customer-first mindset among all employees.

Insurance Immersion

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.

Insurance Immersion

Canadian Program

An instructor-led, activity based, immersive program that provides the essential knowledge and tools for professionals transitioning to the life insurance industry.

Insurance Wealth Course

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 IRA Fundamentals: Short Online Courses Available May 2019 0 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.

Learning Live: Annuities

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.

Learning Live: Customer Experience

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.

Learning Live: Life Insurance Industry Overview

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.

Learning Live: Life Insurance Products

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.

Life Insurance Company Taxation Course

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.

Life Insurance Products Course

This comprehensive course is designed for business professionals seeking to gain a deeper understanding of life insurance products in Canada.

Life of an Insurance Policy

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 — Principles of Insurance

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 — Meeting Customer Needs with Insurance and Annuities

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 — Insurance Company Operations

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 — Improving the Bottom Line: Insurance Company Operations

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 — Insurance Administration

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 — The Policy Lifecycle: Insurance Administration

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 — Business and Financial Concepts for Insurance Professionals

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 — The Business of Insurance: Applying Financial Concepts

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.

LOMA 311 — Business Law for Insurance Professionals

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 — Business Law for Financial Services Professionals (Canada)

LOMA 316 presents the basic features and principles of the legal environment in which financial services companies in Canada operate.

LOMA 320 — Insurance Marketing

LOMA 320 covers marketing principles and the functions of marketing as an integral aspect of the life and health insurance industry.

LOMA 321 — Insurance Marketing: Connecting with Customers

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.

LOMA 335 — Operational Excellence for Insurance Professionals

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.

LOMA 357 — Institutional Investing: Principles and Practices

New format now available!

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.

LOMA 361 — Accounting and Financial Reporting in Life Insurance Companies

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.

LOMA 371 — Risk Management and Product Development for Life Insurance Companies

New format now available!

LOMA 371 provides a holistic picture of risk management and the entire product development process to help learners understand more about the reasoning behind their company’s decisions, the structure of a well-designed product, and how their own responsibilities contribute to the achievement of company financial goals.

SRI 111 — Retirement Fundamentals

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.

SRI 121 — Retirement Savings and Investments

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.

SRI 131 — Planning for a Secure Retirement

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 — Successful Retirement Outcomes

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.

SRI 220 — Retirement Marketing and Business Acquisition

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.

SRI 230 — Retirement Administration

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.

SRI 500 — Transforming Retirement Security

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.

The CARES Act and Retirement Security

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 — Underwriting Life and Health Insurance

UND 386 introduces risk assessment principles applied to underwriting individual and group life and health insurance, including specialized policies and supplemental coverages.

Understanding Best Interest:
NY Reg 187 for Employees

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.

Understanding Life Insurance Company Financial Statements

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.

Underwriting: Short Online Courses

Taking Underwriters to the Next Level

Underwriting Courses Underwriting Courses Taking Underwriters to the Next Level 1 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

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.

Virtual Worker Survival Skills

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.