Finance for Insurance Leaders

Master the Language of Numbers

Life insurance companies rely on senior leaders to make effective decisions that add value and advance company goals. It's critical that these leaders have a clear picture of how the company makes money and where they can add value. Successful leaders, especially those without a financial background, need strong financial acumen to excel in their roles. Finance for Insurance Leaders, a two day, in-person program, clarifies industry-specific financial concepts and helps leaders apply them in their roles. Schedule a session for your company or attend with industry peers.

The unique elements of a life insurer's financial operations and strategy are complex and difficult to understand, even for successful leaders.

Finance for Insurance Leaders provides non-financial leaders at life insurance companies with an understanding of the unique aspects of financial management in the industry. Our dynamic instructor — an expert in insurance finance — comes to your location and engages groups of 10-25 leaders in meaningful, relevant discussion. An open-enrollment session is also available.

Executives Highly Recommend Finance for Insurance Leaders

" Wade Harrison.jpg LOMA's Finance for Insurance Leaders course has proven to be a highly effective and efficient way to build our non-financial leaders' financial and industry acumen. The expert instructors and flexible design tailor the learning to our business needs and foster engaging discussions. Through this course, our participants have gained valuable insights, enhancing their development and contributing to our overall business success."

~ Wade Harrison, EVP and Chief Operating Officer, Protective Life Corporation

Session Details

Finance for Insurance leaders is delivered in-person, over 2 full days by an expert instructor to your leaders onsite at your company. For more information, please contact Barbara Brown, Program Director, at bbrown@loma.org.
Individual leaders may attend the open-enrollment Finance for Insurance Leaders session September 15 - 16, 2026. Learn more about the Fall 2026 session.

Who Should Attend

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

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?

Pricing

Private Session for Your Company

$29,250 per program, up to 10 participants
$2,925 per person, per program over 10 participants, up to a maximum of 25
Company reimburses travel expenses for expert instructor and LOMA facilitator

Open Enrollment Session

LOMA Member Pricing

Early bird registration (about 4 weeks before session start date): $3,250/person
Registration: $3,550/person

10% discount per person if a company registers 3 or more employees in one session

LOMA Non-member Pricing

Early bird registration (about 4 weeks before session start date): $6,500/person
Registration: $7,100/person

What Participants Say

This session helped me connect the 'why' to the 'what' to have a better understanding of the impact decisions have on our business. I highly recommend this program to all employees.

I feel better equipped to understand how and why decisions are made.

Before this session, I used some of these terms on a daily basis, but it was only after the session that I understood where they came from. It gave me an overall picture of the company.

Additional Programs

Upcoming Sessions

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