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Insurance Immersion

Live, Facilitated Industry Onboarding

4/18/2023 ET - 4/21/2023 ET
Virtual Classroom


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


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


Registration & Fees

Register by March 20: 
LOMA member: $2,345
Non-member: $4,690

Register After March 20:
LOMA member: $2,695
Non-member: $5,390

Cancellation and Refund Policy

All cancellation requests must be received in writing. These requests carry a $125 administrative charge. Full refunds minus the administrative fee will be granted only on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason, a meeting is canceled, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations, or other costs incurred. Cancellation requests should be submitted to

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