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ImmersionConnect-938

Insurance Immersion Instructors

U.S. Program

LOMA Staff

Barbara F. Brown, FLMI, ACS, AIAA, AIRC

Barbara is Director of Instructor-Led Training in LOMA’s Education and Training division, managing all aspects of the Insurance Immersion program. Also serving as an Immersion instructor since 2014, Barbara has helped hundreds of industry professionals better grasp the key concepts and unique aspects of the insurance business. Prior to leading the Immersion program, Barbara developed LOMA textbooks and online interactive courses, including Life Insurance Marketing and The Policy Lifecycle: Insurance Administration. She has worked in the development, design, and delivery of education and training products for 10 years, and previously worked in business magazine publishing. Barbara earned a B.S. degree from the University of Florida.

Cindy Henry, FLMI, FFSI, ALHC, PAHM, ACS

Cindy is a Director of Learning Product Management in LOMA’s Education and Training division. An education and training expert, Cindy helps insurers understand how they can help their employees increase their topical knowledge and job performance. Prior to her current role, Cindy was a senior associate in Learning Product Management. She has also worked on textbook projects, examination development projects, and spent seven years working in LOMA's Member Solutions area. Before joining LOMA in 1988, Cindy spent several years working in various accounting functions in the life insurance industry. Cindy earned a B.S. degree from the University of South Carolina.

Vivian Heeden, FLMI, FSRI, CLU, FLHC, AIRC, ACS, ARA

Vivian is a Senior Associate in LOMA's Education and Training division and has been with LOMA for over 25 years. In addition to facilitating LOMA's Insurance Immersion Program, Vivian develops exams and study aids for LOMA's life insurance and retirement courses, and is dedicated to helping people learn about the industry. In her career at LOMA, she has also been a liaison for LOMA's technology conferences and committees and has managed LOMA's French FLMI program.

Jennifer Herrod, FLMI, PCS, AIAA, PAHM, ARA, AIRC

Jen is Director of Learning Content in LOMA’s Education and Training division. Jen is responsible for overseeing E&T’s content development efforts. She has enjoyed facilitating LOMA’s Insurance Immersion program for the past 5 years. Jen has scripted and developed lessons in online interactive courses including SRI 111: The Retirement Marketplace, SRI 131: Planning for a Secure Retirement, and SRI 210: Successful Retirement Outcomes. She has also co-authored textbooks such as Life Insurance Marketing, Reinsurance Administration, and Claim Administration. Jen has 10 years of classroom teaching experience. She is a graduate of Bowdoin College.

Melanie Luna, M.Ed., FLMI, AIRC, ACS

Melanie is a Senior Associate in LOMA’s Education and Training division. She facilitates LOMA’s Insurance Immersion program and Virtual Immersion program. Melanie also develops and writes content for LOMA’s online interactive courses and course portals. Melanie has a background in technical writing, college instruction, and adult education. She earned a Bachelor’s degree in English and a Master’s degree in Education from the University of Georgia.

Monica R. Maxwell, JD, FLMI, AIRC, ARA, AAPA

Monica is a Senior Associate in LOMA’s Education and Training division. She currently facilitates LOMA’s Insurance Immersion program and Virtual Immersion program. Monica also assists with designing and developing LOMA’s interactive online courses. She has over 10 years of experience in financial services services education and training. She is a graduate of Grambling State University where she earned her B.A. degree in English, and she later received her Juris Doctorate degree from Southern Illinois University School of Law.

Industry Consultants

Pam Bolt, ACS, ALMI

Pam has more than 30 years of experience in education and training. Most recently, Pam managed several training and education programs for an established life insurance company, with a focus on sales and leadership training. She's a highly-skilled facilitator with a passion for meeting the needs of adult learners.

Betty Broadway

Betty has over 23 years of experience in the insurance industry, including claims, customer service, new business, and underwriting. Her experience as a trainer includes designing, developing, and facilitating training classes and earning the professional designation, Master Facilitator of the MAGIC of Customer Relations Program. As a National and Regional Sales Trainer, Betty trained producers and managers in the field in selling voluntary benefits to businesses. Betty holds a B.S. degree in Business Administration from the University of South Carolina and a Masters of Arts in Computer Resource and Information Management from Webster University. She is a certified Wilson Sales Trainer.

Kevin Head, Ph.D., FLMI, FFSI, ACS

Kevin currently works as a consultant for LOMA and the life insurance industry. He served as AVP, Learning Product Management, in LOMA’s Education and Training division until 2016. In this role, Kevin was responsible for representing the learning product area to internal partners and customers, promoting product knowledge, maximizing sales, and instructing in LOMA’s Insurance Immersion program. Prior to this position, Kevin was responsible for leading LOMA’s instructor-led training programs. He has also worked on textbook projects, including Life and Health Insurance Marketing and Personal Financial Planning. Kevin brings more than 25 years of experience as a group facilitator and instructor to the Insurance Immersion program. Kevin earned a B.A. degree from Furman University and holds a Master’s degree and Doctorate degree in counseling.

Lin Ingram, CLU, ChFC, ACS

Lin Ingram has over 30 years of experience in the life insurance industry, most recently as Senior Vice President, Life Customer Service and Claims for the Lincoln National Life Insurance Company. He has served on a number of industry committees and as the chair of LOMA's Education Council. Lin's insurance career has been focused on operational areas and he has managed customer service, claims, new business and underwriting, licensing/appointments, agent commission processing as well as continuous improvement. He has significant experience in assimilating operations from life insurance company mergers and acquisitions. He holds a B.A. in Economics from N.C. State University and an MBA from the University of North Carolina at Greensboro.

Vikram Kamath

Vikram is the Director of LIMRA's Center of Excellence for Analytic. In this role, he leads LIMRA's analytics research efforts, leveraging their extensive data to tackle the big questions facing the life and retirement industries. Vikram holds a Master of Science degree in Business Analytics from the University of Connecticut School of Business and an undergraduate degree from Cornell University.

Kevin Moyer, Ph.D., FLMI, ACS, MBA

Kevin has over 25 years of experience in business operations leadership and consulting, including call centers, transaction processing, and mail and scanning operations. His competencies have spanned the insurance, financial services, independent brokerage, and healthcare landscapes. He is a recognized industry conference speaker on topics such as Leadership Development and Operations Management. He has served on various LOMA committees, the Dalbar Advisory Board, and the National Association of Variable Annuities (NAVA) Operations Committee. He is also the founder of Career Perspective which provides career transition coaching.

Marianne Purushotham, FSA, MAAA

Marianne Purushotham is a Corporate Vice President, Statistical Analysis and Modeling with LIMRA. Marianne directs the applications of statistical modeling and predictive analytics techniques to member benefits research. Marianne has a Master’s Degree in Applied Mathematics from Virginia Polytechnic Institute, is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. Prior to joining LIMRA, Marianne worked for Towers Watson where she consulted with clients on a variety of actuarial issues including product development, valuation, and financial reporting for individual life and annuity products.

Karen Terry, FLMI

Karen, who joined LIMRA in 1995, is a manager in the individual product research area which is responsible for research on individual life insurance and disability products in the U.S. and Canada. The Individual Product Research team conducts ongoing surveys on sales and marketing of individual products, and company practices studies that respond to the needs of LIMRA’s various constituencies. Karen serves as a resource on industry performance measures to LIMRA staff, member companies, and the media. In addition she is staff representative to LIMRA’s Canadian Living Benefits Study Group. Karen is a graduate of the University of Maryland.

Elaine F. Tumicki, CLU, ChFC, LLIF

Elaine Tumicki directs LIMRA’s Product Research team, which is responsible for research on individual and group life, health, disability, and long-term care products. The Product Research team conducts ongoing surveys on sales, persistency, and product design, as well as marketing studies and company practices studies that respond to the needs of LIMRA’s various constituencies. Elaine also serves as a resource on industry performance measures to LIMRA staff, member companies, and the media. She is staff representative to LIMRA’s Individual Life Insurance Study Group and DI/LTC Committee, and is a liaison to various other committees and study groups. Elaine is a graduate of the University of Connecticut.

John W. Wells, CPA, FLMI, CLU

John was most recently President and CEO of Senior Health Insurance Company of Pennsylvania, and prior to that President of Conseco Senior Health Insurance Company. He has also worked at Bankers Life, Mutual of Omaha, and Jefferson Pilot Financial. John’s insurance career of over 25 years has included all areas but has been primarily focused on operational areas including underwriting, new business, medical, customer service, claims, IT, human resources, and community relations. John holds a B.S. in Business Administration from Auburn University and earned his CPA designation and license from the State of Tennessee. His professional affiliations include LOMA, where he has dedicated much of his time to training and education issues, including serving on the LL Global, LIMRA, and LOMA Board of Directors and the Education & Training Council. He is also a volunteer consultant for SCORE, a non-profit dedicated to the success of small businesses nationwide.



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