Developed in partnership with Wharton Executive Education and LIMRA and LOMA member companies, the Strategic Leadership Experience program enables the next generation of senior leaders to shape the future of our industry by adapting business strategies to leverage market opportunities, manage risk, and develop talent. 

• This nomination-only program focuses exclusively on critical opportunities facing our industry today — including key trends, enterprise thinking and financial decision-making, operational excellence, designing organizational capabilities, and leading change.
  
  
• The experience consists of three 3.5-day modules, conducted over 24 months, with brief action learning team assignments, and optional development offerings during the program and post-graduation.

As a result of the program, executives will:

• Think more strategically about the industry — challenges and opportunities
• Develop long-term collaborative relationships across the industry, and
• Leverage emerging trends/data to transform teams, companies, and the future of the industry

Currently, the program is open to U.S. and Canada-based member company executives. U.S. and Canada-based executives on expat assignment during the program may continue to participate.

Annually, three programs are offered, which includes one new class and two classes returning for the next module. In 2027, the new class begins in June.  The Class of 2027 will complete Module 3 in July and graduate, with the Class of 2028 completing Module 2 in August.

The program is focused on 3 primary themes, key capabilities, and experiences for next generation leaders, through the lens of “future industry realities.”

• Module 1: “Becoming an Enterprise Leader”
• Module 2: “Developing a Strategic Mindset”
• Module 3: “Leading Transformation”

Curriculum for each module can be found on the Strategic Leadership Experience webpage and is subject to change as next-generation executive and industry needs evolve.

Wharton professors serve as primary faculty for the program. C-level executives from LIMRA and LOMA and member companies provide industry insights and leadership advice during select program segments. Occasionally, professors from other entities, who bring unique insights, may join the program as faculty.

The class of 2029 (2027-2029) begins Monday, June 14, 2027, at 5:15 p.m. ET (registration at 4:15 p.m.), and concludes Friday, June 18, 2027, at 12:00 p.m. ET. 

• Friday flight arrangements should be booked for 2:00 p.m. ET or later. For those driving to the program daily, parking information will be available May 2027. Parking is available on the public ramp (close to campus) as well as at the designated program hotel.
• The program will be held at Wharton, in the Yasuda Amphitheatre on the 2^nd floor of the Steinberg Conference Center, on the University of Pennsylvania campus, at 255 South 38th Street, Philadelphia, PA 19104.

The program consists of the following on campus dates in which participants must attend all three modules to graduate. 

• Module 1: June 14-18, 2027
• Module 2: June 12-16, 2028
• Module 3: June 11-15, 2029

Registration for Modules 2 and 3 will be available in the future for those enrolled in the program.

Each class will include 100 leaders from across the industry, representing various functional areas of expertise. Each LIMRA and LOMA member company can nominate up to two executives for the 24-month experience, who meet program criteria.  Occasionally, a member company may have more than two participants in a class, often due to company size or attendees changing employment.

This nomination only program is available to individuals from eligible member companies who meet the following qualifications:

• Assistant Vice Presidents
• Vice Presidents, or
• Leaders in equivalent strategic leadership roles

who have consistently demonstrated strong performance, and whose companies believe they will benefit from, and contribute to, an executive-level development program. Nominees should embrace a “Now, “Later,” and “Share” mindset.  As next generation leaders, participants will gain capabilities and experiences to apply now and later on their development journeys.  Key learnings should also be shared with one’s company.  Participants focused only on learnings to apply NOW will miss out on overall program purpose and experience. 

Beginning in October 2027, Class of 2029 nominations can be made. Member companies are encouraged to nominate early as seats will fill quickly by first quarter of 2027. Member companies not ready to nominate can reserve program seats. Contact Lisa Stevens, AVP of Executive Development, at LStevens@loma.org, for additional information.

The deadline for Class of 2029 program nominations and participant registrations is April 30, 2027.

Participants cannot nominate themselves, however, they can express interest to their leader or company nominator. Participants needing assistance in connecting with their company nominator can contact Lisa Stevens at LStevens@loma.org.

Tuition for the Class of 2028 is $7,500 for Module 1 (2027), which includes Wharton provided on-site meals (welcome reception, breakfasts, lunches, and snacks). All fees are shown in U.S. currency. Pricing for Modules 2 (2028) and 3 (2029) are subject to change without notice based on Wharton costs. Lodging, transportation, and off-site meal expenses are the responsibility of the participant. 

• Participants are not required to dine onsite.
• However, participants are strongly encouraged to attend the Welcome Reception on day one of each module (Monday), as well as the Module 3 graduation dinner (Thursday, June 14, 2029).

Tuition is paid per module during the registration process. Payment options include credit card, invoice, or wire transfer. Many participants pay by credit card. Participants in companies with centralized invoicing will be provided with specific instructions on how to register. Tuition must be paid 30 days prior to module start.

Yes, participants can pay for 2027 programming with 2026 budget dollars. Contact Lisa Stevens, AVP of Executive Development at LStevens@loma.org for questions.

A block of rooms is reserved annually, at a reduced rate, at the Inn at Penn at 3600 Sansom Street, Philadelphia, PA 19104. Additional information will be included in registration materials once a participant is formally nominated. The hotel is located directly across the street from the Wharton campus. Rooms are available on a first-come, first-serve basis. Participants are not required to stay at the Inn at Penn.

• Once a member company nomination is received and reviewed by LIMRA and LOMA, a congratulatory email with next steps on how to register will be sent to both the nominee and nominator, normally within two business days. The email will come from Lisa Stevens, at lstevens@loma.org.

  • Once registered, each participant will receive a confirmation email from LIMRA Customer Service.
  • Questions about the registration process can be directed to Lisa Stevens at LStevens@loma.org

Participants enrolled in the Class of 2029 will be notified in the Fall of 2027 and 2028, by Lisa Stevens, that registration for Modules 2 and 3 respectfully, is open. The registration process for subsequent modules opens in October/November of the prior year for those wishing to leverage year-end budget dollars.

If a participant leaves their current member company or is unable to attend Module 1, another candidate may fill the seat provided they have been nominated by the company and meet required criteria. Such a request must be submitted in writing/email (no later than two weeks prior to program start) to Lisa Stevens at LStevens@loma.org.

• Program nominees unable to attend module one of the Class of 2029 can be re-nominated by their company for the following year’s class, given they continue to meet criteria.
• Note: Once enrolled in the program, if a participant has completed a portion of the 24-month experience and needs to drop out or has left their current company (for Modules 2 or 3), a replacement cannot be sent.  A participant should check with their new company for sponsorship of continued participation and costs. Contact Lisa Stevens, at LStevens@loma.org, for assistance.

“Life events” happen from time to time and are reviewed with the participant and the member company nominator. In such cases, contact Lisa Stevens at LStevens@loma.org to discuss specific situations and options. Some life events may cause in-program participants to be employed by non-member companies in which additional charges will apply for program continuance.

The cancellation policy is included in a participant’s online registration confirmation. Such requests must be received in writing and emailed to Lisa Stevens at LStevens@loma.org.

• Since the Class of 2029 is a new class, all cancellation fees will be waived if the nominating member company provides another candidate who meets program qualifications, at least two weeks prior to the start of the program (May 28, 2027).
• In the event this scheduled program is cancelled by LIMRA and LOMA for any reason, liability is limited to refunding the program registration (tuition) fee only.

Note:  Separate cancellation policies and deadlines are posted with registration materials for participants returning to subsequent modules.

For other questions, contact Lisa Stevens, at LStevens@loma.org.

The dress code is casual, which includes jeans (no shorts). Flat/comfortable shoes are recommended as participants walk on campus and/or explore Philadelphia in the evenings.  Participants should bring a light jacket or sweater.

A laptop computer or another mobile device such as a tablet will be needed by participants to access the Wharton online Learning Portal throughout the program. Thirty days prior to program start, instructions will be emailed to registered participants by the Wharton program leader on how to access the portal. At that time and prior to future modules, registered participants should enter/update their preferred name and bio on the portal. Prior to attending each module at Wharton, participants should consult their respective IT departments to ensure that they do not experience any challenges accessing the portal due to company securing policies. 

Yes, there will be two Action Learning Team assignments – one after Module 1, and the other after Module 2. Each assignment should take no more than 3-4 hours/per year. Participants will also learn about other virtual optional learning events and a post-graduation reunion they can attend. 

Approximately 60 days prior to program start, LIMRA and LOMA, and program graduates will host optional virtual 60-minute onboarding sessions for participants. It is important that participants feel supported before, during and after the program to maximize the 24-month experience.

Uber rides from the program to the Philadelphia airport or other travel venues can be booked for pick-up at the Steinberg Conference Center, at the University of Pennsylvania campus address at 255 South 38th Street, Philadelphia, PA 19104. Luggage for those staying at the Inn at Penn will be transferred to the Steinberg Conference Center by 10:30 a.m. ET on the Friday of each module for safe keeping. Sit down or to go lunch options are available on Friday to accommodate participant travel needs.

Since 2022, the SLE program has continued to receive high marks.  On a rolling average, participants rate the program 4.8 / 5.0, also recommending the program to others 4.8 / 5.0. Participants value opportunities to:

• Connect and collaborate with leaders across the industry to discuss shared challenges, opportunities, and best practices in transforming the industry together, and
• Learn from elite Wharton professors on various topics critical to success as a next generation leader. Likewise, the opportunity to connect with member company executives “who have been there” has been incredibly valuable to participants.

For other questions, please contact Lisa Stevens, AVP of Executive Development at LStevens@loma.org or Melody Toy, Program Administrator, at MToy@loma.org.  Ongoing communications will be shared with participants throughout the program.