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
More details »It’s important for new employees to understand what life insurance is, why people buy it, and how it works. In simulations of several potential insurance customers, learners discover the aspects of risk, what makes a risk insurable, and how insurance companies evaluate risks before issuing ins
More details »LOMA 291 — Improving the Bottom Line: Insurance Company Operations is part of the Need 2 Know series, demonstrates how every employee plays a role in ensuring a company’s success. Join employees at Forthright Financial Services, a fictitious company that has established an inte
More details »This LOMA course traces the lifecycle of a life insurance policy and explores insurance administration functions through real-world examples. Learners will closely examine underwriting processes, customer service practices, reinsurance protocols, and claims evaluation procedures to gain an unde
More details »LOMA 301 provides a detailed discussion of the activities of insurance administration for individual and group life coverages, focusing on underwriting, reinsurance, claims, and customer service. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This
More details »LOMA 307 introduces industry employees to basic financial concepts and terminology and relates these concepts to the business of insurance and company operations and profitability. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This course counts
More details »LOMA 311 presents the basic features and principles of the legal environment in which financial services companies around the world operate. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This course counts as credit toward the following designati
More details »Marketing in Financial Services (LOMA 321) offers an exciting way for industry professionals to gain critical knowledge of the marketing function and a better understanding of how their efforts contribute to the company’s success and profitability. This course presents basic marketing pri
More details »LOMA 335 presents financial services from the perspective of a company’s operations management. This course focuses on practical techniques to accomplish the everyday tasks of providing financial services as efficiently as possible. All LOMA courses have been reviewed and updated as appropria
More details »LOMA 357 provides an understanding of the investment regulatory environment and investing for life insurance companies and similar institutions. This course takes investments out of the black box! You’ll learn about investment returns and risks, investment performance, and fund options for ret
More details »LOMA 361 provides a broad exposure to financial and managerial accounting in life insurance companies, including the corporate and regulatory environment in which accounting functions occur. All LOMA courses have been reviewed and updated as appropriate to reflect the DOL Fiduciary Rule. This cour
More details »This LOMA course describes the marketing, regulation, and administration of reinsurance. It teaches how reinsurance agreements are negotiated and how insurer licensing rules and financial condition requirements regulate reinsurance agreements, as well as the basic methods of reinsurance record admin
More details »Practical seminar "Degree of concentration and anti-competitive tendencies in the insurance market. Case studies - Romania vs. EU" is addressed to people working in the field of competition (consulting firms, law firms, etc.) and aims to present specific issues, both theoretical and practical, on le
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