Insurance professionals are faced with complex terminology and concepts on a daily basis. Understanding what these terms mean and how they impact your business is essential to your success. Meeting Customer Needs with Insurance and Annuities (LOMA 281), part of the Need 2 Know series, uses a variety
More details »This robust LOMA course provides an overview of (a) the difference between whole life and term life; (b) renewable, convertible, and return of premium term life insurance; and (c) reasons for choosing one product over another. While this is ideal for all new employees, it can serve well as “r
More details »This LOMA course focuses on customer service in the financial services industry – what it entails, what customers expect and deserve, how it is most effectively delivered, and why it is so important. The course describes the many ways great customer service distinguishes a company and enhances
More details »LOMA 280 introduces the principles of insurance, the process of becoming insured, and the policyowner’s contractual rights. The course includes information on the features of individual and group life insurance, health insurance, and annuity products. All LOMA courses have been reviewed and u
More details »LOMA 290 — Insurance Company Operations describes how life insurance companies operate in today’s global environment: how they are organized, how they are managed, and the roles of functional and support units in developing, distributing, issuing, and administering life insurance and ann
More details »CX 50 – Impact Cx: The Quest is an interactive, decision-based gamified course that helps organizations create a unified customer-first mindset among all employees. It transforms employees into customer advocates who demonstrate empathy and sound judgment in meeting customer needs —
More details »This LOMA course describes how group health insurance works and covers the key points of this popular type of coverage, including standard group health insurance policy provisions, underwriting basics, and funding mechanisms for providing group health insurance coverage. Employees who will be handl
More details »This LOMA course is designed to teach you a vital lesson in today's world—how to prevent yourself and your firm from being used to launder money. The course will answer five basic questions: What is money laundering? How is money laundered? What are the consequences to you and the firm for fai
More details »This LOMA course will provide the insurance professional with an overview to Insurance Fraud, including the effects of insurance fraud, the growing statistics of insurance fraud, examples and current fraud schemes as well as their consequences, the efforts to reduce insurance fraud and the role that
More details »Healthcare organizations and their employees who violate the civil False Claims Act can be fined millions of dollars. And, the federal government can exclude violators from participating in federal healthcare programs like Medicare and Medicaid. The act has been extensively used against healthcare p
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