Overview
Who Attends
- Newly recruited professionals who need to learn about the industry
- Emerging leaders who need a broader perspective of the business
- Skilled professionals with roles expanding beyond a single business unit
Highlights
To succeed, new hires and emerging leaders need a solid understanding of the industry and business in which they work. Insurance Immersion can help! This unique, instructor-led program explains and connects key concepts to promote a holistic view of the life insurance business, which improves collaboration and decision-making.
Now Featuring
- Updated content with a focus on the forces driving change within insurance companies
- Modular program design provides flexibility to meet a variety of training needs
- LOMA course credit awarded to participants
Insurance Immersion includes seven modules that cover essential topics including:
- The role of risk in life insurance products and company operations
- Unique aspects of the life insurance business, including regulation
- Features of life insurance and annuity products, including sales trends
- Overview and evolution of individual life insurance distribution
- How insurers make money, with a focus on solvency and profitability
- Fundamentals of risk assessment and evolution of the underwriting process
- Steps in and importance of the claim administration process
Session Details
Day 1
10:30 a.m. - 12:30 p.m. (EST): Life Insurance Industry Overview
2:00 p.m. - 4:00 p.m. (EST): Individual Life Insurance Products
Day 2
10:30 a.m. - 12:30 p.m. (EST): Annuity Products
2:00 p.m. - 4:00 p.m. (EST): Insurance Distribution Systems
Day 3
10:30 a.m. - 12:30 p.m. (EST): How Insurers Make Money
2:00 p.m. - 4:00 p.m. (EST): Life Insurance Underwriting
Day 4
10:30 a.m. - 12:30 p.m. (EST): Claims Administration