What is LOMA?
Visiting LOMA Headquarters
Career Opportunities at LOMA
1,200-plus member companies strong...
Over 80 countries represented...
More than three quarters of a century's experience...
Hundreds of thousands served...
This is LOMA.
Founded in 1924, LOMA is an international association through which more than 1,200 insurance and financial services companies from over 80 countries engage in research and educational activities to improve company operations.
Our members are involved in life and health insurance, managed care, annuities, pensions, banking, bancassurance, securities, and other financial services areas. Through its staff and network of industry volunteers, our association serves a large and influential group of companies. (Our U.S. member companies alone account for approximately 95 percent of the more than 15 trillion dollars' worth of life insurance in force in the United States today.)
We're committed to working as partners with our members worldwide to improve their management and operations through quality employee development, research, information sharing, and related products and services. Click here for membership opportunities.
We're Our Members' Expert Source for Industry Information.
We provide members with information in the following key business areas:
-
technology
-
insurance operations
-
customer service
-
human resources
-
education and employee development
-
financial and strategic management
-
compliance management
-
international operations
LOMA delivers information that is practical, timely, and useful. It is Information That Works™ for our member companies and their employees.
Industry-specific education and training programs cover current practices, operations, and products and help produce knowledgeable, quality-minded, high-performing employees.
Online learning puts information at your fingertips. Courses are designed to meet the learning needs of both individuals and organizations.
Conferences and seminars allow you to explore relevant issues with experts in the field, share information, and take advantage of networking opportunities.
LOMA's Information Center provides industry-specific information and customized research.
Committees offer information sharing and networking opportunities with other professionals in your field.
Employee selection and assessment tools help you hire the right people and develop current employees.
Benchmarking tools help you compare with your industry peers in expense management, customer service, employee compensation and other areas.
Internal surveys provide the information you need to align your company's culture with business goals and employees' needs.
Research reports provide in-depth research on industry trends, issues, and future direction help you understand what's going on now and where things are headed.
Resource magazine brings you timely and pertinent articles to help you succeed in today's environment.
Information for the Global Financial Industry
Since its inception, LOMA has been an international association. Today, LOMA has more than 400 member companies headquartered in some 80 countries outside the U.S. and Canada. All areas of the world are represented: Africa, Asia, the Caribbean, Europe, Latin America, North America, Oceania, and the Pacific Region.
As the financial services industry becomes more global in nature, companies around the world face many similar issues; LOMA’s perspective, expertise, information resources, and global contacts can be used by members everywhere.
In addition to English, our educational programs are available in French, Spanish, Traditional and Simplified Chinese, Portuguese, Bahasa Indonesia, and Korean.
Industry Expertise
Our unique industry partnership allows us to transform the most timely information into products and services that meet the industry's ever-changing needs. This partnership consists of:
-
An expert, highly professional staff of 160 that maintains extensive contacts in the industry.
-
An executive level board representing U.S., Canadian, and International members.
-
Over 50 councils and committees composed of more than 1,200 industry professionals who meet periodically to discuss common problems and responsibilities.
-
Relationships with industry organizations, consulting firms, universities, and other expert and influential organizations.
Benefit from Using LOMA's Resources—
Thousands of Your Colleagues—and Competitors—
Do Every Day!
Thousands of industry professionals benefit daily from LOMA's information and learning resources. In a typical year:
-
Professionals enroll for more than 100 courses in LOMA’s education programs.
-
LOMA supplies more than 100 products and services developed specifically for the management and operational needs of the insurance and financial services industry.
-
More than 10,000 professionals attend LOMA’s conferences, seminars, and workshops.
We encourage you to visit our site often!
Download LOMA's Products and Services Catalog.
为了向大陆、香港和台湾的会员公司提供保险管理教育培训，LOMA金融保险管理协会已将其英文寿险管理师培训计划(FLMI)，课程陆续译为中文。FLMI共有十门课程。
| 认证 | 必修课程 | 课程教数 |
| 初级寿险管理师 | LOMA280+LOMA290 | 两门必修课程 |
| 中级寿险管理师(ALMI) | 初级寿险管理师+LOMA356+其他两门FLMI认证必修课程 | +三门必修课程 |
| 高级寿险管理师(FLMI) | 中级寿险管理师(ALMI)+剩余五门FLMI认证必修课程 | +五门必修课程 |
| 课程说明 |
| FLMI寿险管理师计划包含十门专业课程 ：(详细说明档案PDF下载) |
| 课程编号 | 课程名称 |
| LOMA 280 | 《保险原理：人寿、健康与年金》 介绍了保险原理、成为被保险人的过程以及保单所有人的权益。本课程涉及个人和团体寿险、健康保险以及年金产品特点的系统介绍。 |
| LOMA 290 | 《保险公司的运作》 描述了保险公司的组织及保险公司的运作环境。本课程着重介绍保险公司的各项营运，例如：市场开发、精算、核保和财务活动。 |
| LOMA 301 | 《保险行政业务管理》 介绍个人、团体寿险和健康保险业内的各项保险行政业务管理活动，并着重描述了核保、再保险、理赔管理及客户服务。 |
| LOMA 311 | 《 金融服务业之法律规范 》 以人寿、健康保险业为一整体，介绍市场原理和市场功能。 |
| LOMA 320 | 《人寿、健康保险的市场经营》 以人寿、健康保险业为一整体，介绍市场原理和市场功能。 |
| LOMA 330 | 《管理原理与实务》 阐述保险原理和实务，解析了管理的重要功能，以及这些功能在组织和环境中运作原理的关系。 |
| LOMA 356 | 《投资原理与机构投资》 介绍投资环境，以及单一证券投资及证券组合投资的一般原理。 |
| LOMA 351 | 《金融服务业环境》 剖析了金融体系、金融市场、利率、银行体系及各种金融机构。 |
| LOMA 361 | 《人寿保险公司会计与财务编报》 广泛介绍了人寿保险公司中的财务会计和管理会计，包括与这些会计功能相关的公司和监管环境。 |
| LOMA 371 | 《人寿保险公司偿付能力与获利能力管理》 详述影响金融服务机构盈利何偿付能力的产品设计和资本管理等重要议题。 |