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FLMI Level I: Insurance Fundamentals

Our Level 1 Certificate equips you with essential information about insurance products and operations. You'll quickly gain confidence and accelerate your success!

Overview

Learners complete two required courses — also known as Need2Know courses — to earn the FLMI Level 1 Certificate. These foundational Need2Know courses count as credit toward many of LOMA’s prestigious designation programs, including the Associate, Customer Service (ACS) Life Insurance track, the Associate, Life Management Institute (ALMI), and the Fellow, Life Management Institute (FLMI) designations.

See the FLMI program brochure and the ACS Brochure for more details!

Topics

  • Basic Principles of Insurance
  • Insurance and Annuity Products
  • Policy Provisions and Ownership Rights
  • Insurance Company Organization and Governance
  • Insurance Company Operations

Program Roadmap

Certificate

FLMI Level I: Insurance Fundamentals

Core Course Requirements: 2 course(s)

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Video

Need 2 Know

FLMI Level I: Insurance Fundamentals — also known as Need2Know — is the foundation you need to get started! Watch this video to find out what current students think about these courses!­­

FLMI Level 1 Testimonials

The best experience in learning that I have ever been involved with and at my pace.

Angela Rodriguez, Southern Farm Bureau Life Insurance

As a newcomer into the insurance industry the Need 2 Know, LOMA online courses, are helping me tremendously to gain a thorough knowledge of the insurance terminologies and have a better understanding of how the industry works. The great thing about it is that I can access it 24/7 from my home or even if I’m miles away from home. The web application is user friendly and interactive so you are actively engaged in learning the materials plus the mini tests help you prepare for the exam!

Freshta Nawassan, SSQ Financial Group

Our new employees like the interactive courses and feel that they actually learn more than in traditional courses. Employees also have said that they feel more confident in their jobs and have more knowledge they can use on the job as a result of participating in this new format.

Billy Sims, FLMI, SPHR, CCP, CBP, Southern Farm Bureau Life Insurance