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Accelerate Your Success

Our goal is to provide you with tools and solutions targeted to address your company’s specific needs. We are committed to understanding your business and will work with you to enhance employee development, streamline your company operations, and improve your bottom line.

The Neighborhood Fraud Watch

  • FraudShare

    Learn how your company can defend against new account takeover sources and schemes.

Best Interest Training

  • Our Best Interest training provides just what financial professionals need to know to understand and comply with New York Reg 187. These courses offer convenience to producers and home office employees and scalable cost options to carriers.

    Understanding Best Interest: NY Reg 187 for Employees

    This mobile-friendly, interactive online course explains the requirements of New York Reg 187 and describes how the rule could impact the work of home office employees working in new business/suitability review, customer service, agent service, operations, and other roles.

Related Solutions

Recruiting & Assessment

Recruiting & Assessment

Our assessment solutions help you identify, recruit, and retain contact center staff, home office employees, remote employees, and managers.

Benchmarking & Survey Tools

Benchmarking & Survey Tools

LOMA offers many benchmarking products and survey tools.

Enterprise Education

Enterprise Education

We offer several education solutions that will further your employees' development and improve their performance.

Contact Us

Learn more about how our Solutions and Services can contribute to your company's success.

Email membersolutions@loma.org.