Executive Immersion for Your Board of Directors

Empower Your Board. Elevate Your Strategy.

Directors on a company’s Board guide insurers through complex regulatory and financial challenges, yet many lack direct insurance industry experience, making it challenging to fully leverage their strategic expertise. Executive Immersion delivers a tailored, discussion-based experience that delivers essential industry knowledge in just four hours — helping Board members ask better questions, make informed decisions, and apply their expertise effectively.

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Why Executive Immersion Works for Your Board of Directors

Live, discussion-based learning — ask what matters most
Board members engage with an expert, ask questions, and build confidence in their understanding of insurance operations.
Tailored instruction — focus on the topics that are most relevant to you and your Board
Sessions can be tailored to topics most relevant to your company and Board. From a standard curriculum, you choose the pace and focus areas — ensuring relevance and impact.
A simple and reliable solution for Board industry education
Satisfy regulatory or other requirements — LOMA develops and delivers high-quality, relevant and updated content.
Short format allows for flexibility
A concise, four-hour program is designed to fit into Board retreats or onboarding schedules, delivering maximum impact with minimal disruption. Content may be selected from an available list of topics.

Who Should Attend

Board members who can benefit from learning about the life insurance business and industry trends
Company executives who can add context and details specific to your organization

Member Pricing

Four hours of live, in-person instruction for up to 12 executives:

Minimum required fee of $15,500 for up to 12 Board member participants
Additional $1,200 per Board member over 12
Company senior executives may attend at no additional cost
Company reimburses travel expenses for LOMA for the facilitator

Available Program Topics

Life Insurance Industry Overview
Individual Life Insurance Products
Annuity Products
Insurance Distribution Systems
How Insurers Make Money
Life Insurance Underwriting
Claim Administration

Video

Hear from a CEO

Listen as Tim Kuzma, President and CEO, Polish Falcons of America, talks about his decision to bring LOMA's Executive Immersion program to his Board of Directors and how they benefitted from the experience.

Testimonials

The program was absolutely terrific, exactly the right level and pace. The instructor was very knowledgeable and able to explain things in a way that was easy to absorb. (March 2025)

Perfect pace and content selection. I left the day feeling energized and knowledgeable. (September 2024)

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 US market. (November 2023)