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It’s no question, COVID-19 created a whirlwind of confusion, chaos, and uncertainty. How — and where — your company’s employees do their jobs may look different these days. Encourage your remote or hybrid workforce to work toward their professional development goals to ensure that your organization can come out of this season poised for greater things.

As your industry association, we are committed to continuing to empower you with knowledge, insights, connections, and solutions. As part of our commitment to you, we’ve gathered a variety of resources to assist you with your Ed Rep responsibilities.

News & Updates

Exclusive Insights for FLMI Designees

Ed Reps — Did you know? We offer exclusive insights to help FLMI designees advance their knowledge and continue their lifelong learning!

Please ensure your FLMI designees are receiving our monthly communications. These emails come from Carie Crane, head of professional development at LOMA and LL Global, so please whitelist the following email address: ConnectwithCarie@loma.org.

Also, connect with Carie on LinkedIn! She’ll be sharing useful tips and insights to help FLMIs make the most of their designation.

Now Available — All LOMA Designation Courses in Self-Proctored Format

LOMA now offers options for self-proctored exams for ­all LOMA designation programs — FLMI, ALMI, FSRI, ASRI, ACS, AIRC, and ARA. We also added a self-proctored exam option for UND 386. With 24/7 online access to the course materials and exams, learners can keep expanding their industry acumen and moving toward their professional development goals. Learn more about exams within courses.  

Encourage ASRI Learners to Complete the Program Before Requirements Change

Encourage your ASRI learners to put their goal on fast-forward and finish before program requirements change. As of January 1, 2022, a new course, SRI 240 — Profitability in the Retirement Business, will become a requirement for the designation program. However, if learners complete the current ASRI requirements by December 31, 2021, they can earn the ASRI designation and be eligible to earn the FSRI designation without taking SRI 240. The ASRI will provide them with a holistic view of the retirement business and help prepare them to make sound business decisions and deliver value to customers. Get the details

New Course Targets Profitability in the Retirement Business

Knowing how their companies make money can equip employees to take on new challenges and responsibilities. Now available, SRI 240 — Profitability in the Retirement Business gives a “big picture” view of the financial aspects of the retirement business so learners can make 'cents' of the industry. Learn more.

Financial Wellness Initiative

Resources

“Financial wellness” dominates industry headlines — and has become a buzzword for advisors, employers, benefit companies, and retirement firms. But what does financial wellness really mean?

LL Global — in cooperation with PwC and executives from member companies — created a task force to address this essential question. Coming up with a working definition of financial wellness — being confident in your financial situation, able to withstand unexpected expenses, and enjoy a financially secure future — was just the first step.

Benefits & Goals

This ongoing financial wellness initiative will provide:

  • Measurement of consumer financial wellness (Financial Wellness Index [FWI])
  • Ongoing research/articles on financial wellness and emergency savings
  • Continued discussion via industry forums, webinars, and workshops

We encourage you to become part of the financial wellness conversation! Learn more about consumer needs and industry opportunities on our financial wellness resource page.

How COVID-19 Has Impacted the Retirement Business

How COVID-19 Has Impacted the Retirement Business

In our latest LIMRA Unplugged episode Alison Salka, Ph.D., senior vice president and head of LIMRA Research, chats with Yanela Frias, president of Prudential Retirement, about the challenges pre-retirees are facing and how the industry is working to guide them toward financial wellness.

Keep Your Learners Moving!

Self-Proctored Testing

Your learners have goals – and so do you – around their professional development. While we understand the need to extend course access and testing deadlines in some cases, we also know it is important for folks to keep moving! We hope you will join us to highly encourage learners to switch from a proctored to a self-proctored testing option when one is available. It’s FREE to make the change – why not do it now?   

LOMA has several course options that don’t require a proctored testing environment. That means your learners can study the material AND take the exams while they’re in this remote work situation!

Contact us to have your learners’ enrollments moved to a self-proctored format today!

Search our Professional Development Catalog for online interactive or e-book course formats.

Deadlines & Delays

COVID-19 continues to impact the majority of our proctored testing locations. For learners who can’t make the switch to a self-proctored option, we will automatically extend their course access periods. Affected students and Ed Reps will be notified by email of any changes to their expiration dates. We will continue to monitor the COVID-19 situation and make additional adjustments as necessary.

Certificates Delayed. Due to COVID-19, many of our associates are working remotely. This has delayed the printing and mailing of LOMA designation certificates to our students. We apologize for the inconvenience this may have caused. As we start to move toward a return to the office, we will resume shipping as quickly as possible. Thanks for your patience and understanding.

Engaging New Learners

Do your learners feel ready to continue to meet the challenges and opportunities ahead of them in 2021?

Today’s ever-changing industry will require creative solutions and data-driven decisions. LOMA’s Personal Education Advisors can make recommendations on which course is the best enrollment option to keep your learners’ commitment to their professional development plans. Contact an advisor at reachout@loma.org

Let your leaders help!
Leaders know their teams best – help them keep associates engaged during this time with an invitation to grow through professional development! This Leader’s Checklist provides tools and ideas for communicating with and encouraging their teams, and the Learning Path will help learners see how they can achieve their goals in 60 days or less!

Upcoming Virtual Events

Advance Your Knowledge Webinar Series

Taking a Pulse on Your SMARTs

6/17/2021 11:00 - 11:30 a.m. ET

Join this webinar to learn more about LOMA's industry-specific programs available to you. These courses can help you build industry acumen so you can support your company, grow in your own professional development journey, and meet your SMART goals. More AYK Webinars.

REGISTER

Learning Live Series

Each Learning Live session covers a subject specific to the life insurance and financial services industry, from basic knowledge to trends topics. 

Intro to Artificial Intelligence 

Wednesday, June 16, 1:00 p.m. – 3:00 p.m. ET

Life Insurance Products

Wednesday, July 21, 1:00 p.m. – 3:00 p.m. ET

Overview of Individual Life Insurance Distribution 

Wednesday, August 25, 1:00 p.m. – 3:00 p.m. ET

 

For New Ed Reps

We've got you covered! These resources will help you get acclimated quickly and efficiently.

Advance Your Knowledge Webinar Series

Help learners keep their momentum as they pursue professional development with LOMA. Our Advance Your Knowledge (AYK) webinar series highlights opportunities available to your employees. We cover how to get started with LOMA, new courses, designation programs, study tips, and more. Register for new webinars or watch on-demand recordings.

Training Sessions

New to the Ed Rep function? Contact us to request a free training session about essential Ed Rep functions from one of our dedicated Business Agents or International Coordinators! Email education@loma.org.

Training Videos

Check out our video library for additional training on how to enroll learners, access the Learning Management System, and more Ed Rep tools. View Ed Rep and Proctor Training Videos.

Other Helpful Resources

Other Helpful Resources