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Finance for Insurance Leaders

9/10/2024 - 9/11/2024
Hosted by Sammons Financial Group, 8300 Mills Civic Parkway, West Des Moines, IA 50266


Who Attends

  • Senior and middle-managers in non-financial business areas
  • Leaders in operations, IT, marketing, HR, distribution, products
  • Top leaders who need stronger financial acumen to achieve next level


As a senior leader, you strive to make effective decisions that add value and advance your company goals. It's critical you have a clear picture of how your company makes money and where you and your team can add value. The unique elements of a life insurer’s financial operations and strategy make them difficult to understand, even for successful leaders.

Strengthen your financial acumen with Finance for Insurance Leaders, a two-day program that clarifies industry-specific financial concepts and helps you apply them in your role. ​

Outline of Program Topics:

  • How Do Companies Make Money?
    • Essential Financial Statements (GAAP)
    • Capital Expenditures & Depreciation
    • Capital Investment & Analysis (Payback method, NPV method, IRR)
    • Time Value of Money & Net Present Value
  • How Does an Insurance Company Make Money?
    • Profitability: Investment Income & Operating Profit
    • Operations of an Insurance Company
      • 5 Basic Functions
      • 3 Pricing Factors
      • Reinsurance
    • Components of Insurance Company Balance Sheet
    • Ratio Analysis
    • General Key Indicators
  • GAAP / STAT Differences
    • Statutory Financial Statements
    • Premiums Earned
    • Commissions/Acquisition Costs
    • Claims
    • Investments
    • Interest Maintenance Reserve (IMR) & Asset Valuation Reserve (AVR)
  • Rating Agencies
  • General Key Indicators for Insurance Companies
  • Building Value & Driving Profitability
  • How Can You Add Value?

Session Details 

Progam schedule is 8:30 a.m. - 4:30 p.m. each day. 

Class size is limited, register early. 


Registration & Fees

Register by August 12: 
LOMA member: $2,950
Non-member: $5,900

Register After August 12:
LOMA member: $3,250
Non-member: $6,500

Cancellation and Refund Policy

All cancellation requests must be received in writing. These requests carry a 10% 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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