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Resources to Recognize Your Designees

Recognizing the educational achievement of your employees demonstrates the value you place on professional development and encourages others to pursue educational opportunities. Utilize the program descriptions, customizable email template, and shareable content to recognize the fellowship designees in your organization!

View List of Designees

Program Descriptions

Use these program descriptions in your presentations and communications to ensure your employees understand the value of LOMA's Fellowship programs


The Fellow, Life Management Institute (FLMI) designation is a globally recognized, insurance-specific, professional designation that demonstrates industry professionals’ commitment to excellence and the industry.

This 10-course program delivers the life insurance knowledge necessary to meet an ever-changing business environment and prepare designees for future advancement. It focuses on strategic and financial concepts that foster the goal of improving business acumen and giving designees a “big picture” perspective of company operations. 


The Fellow, Secure Retirement Institute (FSRI) designation is the only designation program for corporate associates designed to provide a complete understanding of how retirement providers function to deliver successful outcomes.

This eight-course program delivers the retirement knowledge needed to understand the retirement business and marketplace. Unlike other retirement designations focused on specific products and regulations, the FSRI covers a variety of industry-specific topics and issues and provides designees with a holistic perspective of the retirement industry.

Customizable Email From Leader to Designee

Recognition from a leader reinforces the importance your organization places on professional development. This email template makes it easy for your leaders to acknowledge the accomplishments of your Fellowship designees.

Dear (designee name),

I want to personally congratulate you on earning a LOMA designation!

The dedication to your development does not go unnoticed and we applaud your hard work. As part of this newest cohort of LOMA designees, you join a global community of more than 110,000 professionals who hold these credentials in the insurance and retirement industries. You’ve distinguished yourself among your peers and on a global scale, and I am proud to have you on the (company name) team.

Whether you found your place here by design or by chance, you work for an industry that has been helping people in their time of need for many years. That’s a powerful thing to be a part of and we are thankful to individuals like yourself who contribute to making our industry stronger and better able to serve our customers.

Here’s to you and your exciting achievement!

Shareable Content: PowerPoint Template

Utilize slides in this template in company meetings or on your intranet to recognize the achievements of your Fellowship designees