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Essential Onboarding for Executives New to Insurance
When executives from other industries join your organization, they bring unique talents and vision. But how much do they know about life insurance products and operations? To effectively innovate and drive change, top leaders need industry context and a holistic view of how insurance companies function. And they need it quickly. LOMA’s Executive Immersion program expedites industry onboarding for executives. This short, tailored training covers key concepts and lets leaders ask questions and discuss topics with knowledgeable instructors.
Learn more about how to bring Executive Immersion to your Board of Directors
Why Executive Immersion Works
Live Facilitated Learning
1:1 sessions with our knowledgeable instructors invite executives to ask their most pressing questions about the industry, life insurance products, and how insurers make money.
Highly Customized
For each session, the executive sets the pace and decides which course topics they’d like to focus on.
Efficient and Convenient
We bring this live training directly to executives, in person or virtually, at a time and location convenient to them.
Who Should Attend
- Individual executives
- Small groups of executives
Session Options
In-person sessions
Up to six hours, on-site at a location convenient to the executive(s).
Virtual sessions
Two three-hour sessions within a two-week period scheduled at times convenient to the executive(s).
Pricing
Six hours of live instruction for 1-3 executives:
- $5,150 for first executive (for in-person format, add reimbursement of instructor travel expenses)
- $2,575 each for each additional executive
For larger groups of four or more, please email insuranceimmersion@loma.org for a price quote.
Program Topics
- Life Insurance Industry Overview
- Individual Life Insurance Products
- Annuity Products
- Insurance Distribution Systems
- How Insurers Make Money
- Life Insurance Underwriting
- Claim Administration
The course was wonderful. The instructor’s explanations were super clear and provided specific examples or anecdotes that made the course not just academic but real. It was one of the best onboarding courses I have taken and would definitely recommend to anyone who is new to the industry or new to the U.S. market. It’s worth every minute of the six hours. Extremely satisfied!
VP, Business Communications at a large public insurance company
Thank you for making our Board Immersion program a huge success. Everyone was extremely pleased with the education presentation and the industry knowledge.
Senior Vice President at a mutual aid association
So powerful for our executives! The sessions made them feel confident in speaking the language of insurance.
Vice President at a third-party administrator
