Loma1

^^Spectramind Solutions is a Endorsed Education Provider (EEP) of the LOMA and also the I* STAR Test center ^^

E-Learning courses

AnnuitiesAdvanced Annuities Training Course

Summary: For producers who wish to take annuity training to the next level, this course covers retirement planning, split-funding, estate planning with annuities, and long-term care.

Price: $45 LOMA Members; $68 Nonmembers

Annuity Concepts

Summary: This course covers variable annuities in depth, distinguishing them from fixed annuities and discussing variations such as single and periodic premium, immediate, and deferred annuities.

Price: $28 LOMA Members; $45 Nonmembers

Annuity Regulation

Summary: This course describes how annuities are regulated in the United States.

Price: $35 LOMA Members; $70 Nonmembers

Annuity Taxation

Summary: This course explains how disbursements from annuities are taxed under different scenarios.

Price: $35 LOMA Members; $70 Nonmembers

Equity-Indexed Annuities

Summary: Producers learn what distinguishes EIAs from other types of annuities, and from indexed mutual funds.

Price: $39 LOMA Members; $58 Nonmembers

How Annuities Work

Summary: This course describes the operation of some of the core features of an annuity contract.

Price: $35 LOMA Members; $70 Nonmembers

Intro to Annuities

Summary: This course presents and defines the essentials of the annuity contract, as well as the roles of the insurer and the contract owner in the formation of an annuity contract.

Price: $90 LOMA Members; $180 Nonmembers

LOMA 280: Principles of Insurance: Life, Health, and Annuities

Summary: 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.

Price: $200 LOMA Members; $300 Nonmembers

LOMA 281: Meeting Customer Needs with Insurance and Annuities

Summary: This introductory course is appropriate for anyone who is looking for an engaging way to learn the basics of life insurance and annuity products and how these products meet customer needs.

Price: $160 LOMA Members; $320 Nonmembers

Overview of Annuity Products

Summary: This course describes the characteristics of the various types of annuity products. The course also describes the key participants in an annuity contract and identifies their rights and responsibilities under the contract.

Price: $35 LOMA Members; $70 Nonmembers

Replacement of Life Policies and Annuities

Summary: This course provides a thorough examination of internal and external replacements of life insurance policies and annuities.

Price: $35 LOMA Members; $70 Nonmembers

Why People Buy Annuities

Summary: This course begins by explaining some basic financial concepts, including risk, return, compound interest, the time value of money, and diversification.

Price: $35 LOMA Members; $70 Nonmembers

Business InsuranceBusiness Insurance Concepts

Summary: Covers insurance products and concepts that meet business insurance needs.

Price: $63 LOMA Members; $94 Nonmembers

Estate Planning Concepts

Summary: Teaches the fundamentals needed to sell life insurance in the profitable estate planning market.

Price: $63 LOMA Members; $94 Nonmembers

Group Insurance

Summary: Covers all facets of group insurance, including group life, group health, and group long-term care plans. Explains the basic characteristics of group plans, and analyzes the qualification and tax rules that apply to them.

Price: $41 LOMA Members; $62 Nonmembers

Introduction to Advanced Markets

Summary: Helps producers understand the concepts that will help them sell in the advanced markets.

Price: $53 LOMA Members; $79 Nonmembers

Key Employee

Summary: Identifies key employees and explains why businesses need key employee coverage.

Price: $38 LOMA Members; $56 Nonmembers

CommunicationAvoiding Errors in Usage and Punctuation

Summary: This course will help you to improve your basic usage and punctuation skills so that your messages are read and understood.

Price: $55 LOMA Members; $110 Nonmembers

Avoiding Grammatical Errors in Business Writing

Summary: In this course, you will learn to recognize and repair the most common grammatical errors in sentence construction.

Price: $55 LOMA Members; $110 Nonmembers

Careful Communication

Summary: This course aims to help you recognize and avoid the more common pitfalls of written and oral business interactions and practice the art of careful communication.

Price: $90 LOMA Members; $180 Nonmembers

Communicate for Results

Summary: This course gives a practical demonstration of how to communicate for best results in three common, but sometimes difficult, situations.

Price: $90 LOMA Members; $180 Nonmembers

Communication Etiquette

Summary: In this course, you'll learn the subtleties of communication etiquette in the world of business.

Price: $35 LOMA Members; $70 Nonmembers

Communication Skills for Leadership

Summary: In this course, you will learn what the requirements of leadership are, how to communicate your suitability for the role, and how to communicate with those you lead. Leadership is not the same as management.

Price: $90 LOMA Members; $180 Nonmembers

Communication Skills for Resolving Conflict

Summary: This course will give you an understanding of the various causes and outcomes of conflict, together with a practical demonstration of the styles and communication involved in the negotiated resolution of one to one conflict.

Price: $90 LOMA Members; $180 Nonmembers

Communication Skills For the Workplace

Summary: Poor communication is often blamed for discord, errors, and misunderstandings in the workplace. In fact, and more correctly, poor communication of intent causes these problems.

Price: $55 LOMA Members; $110 Nonmembers

Effective Telephone Techniques

Summary: This course provides the learner with critical information about making a good impression when communicating over the telephone.

Price: $90 LOMA Members; $180 Nonmembers

Enhancing Your Listening Skills

Summary: This course will help you to improve your ability to listen to others. You will learn the skills you need to understand what people say, read their unconscious nonverbal messages, and get others to want to listen to you.

Price: $55 LOMA Members; $110 Nonmembers

Everyday Business Etiquette

Summary: The rules of proper business etiquette are changing. In many corporations, middle management and the concept of seniority are being replaced by a flat organizational structure and intense competition.

Price: $55 LOMA Members; $110 Nonmembers

Foundations of Grammar

Summary: Understanding how to use various types of words is a building block of good writing. To be a good writer, you must have a thorough understanding of the basic parts of speech that identify and classify types of words.

Price: $35 LOMA Members; $70 Nonmembers

Making Telephone Calls Count

Summary: This course will help ensure that you deliver that human touch every time to pick up the telephone.

Price: $55 LOMA Members; $110 Nonmembers

Sentence Construction

Summary: Writing sentences is a basic skill. But this "basic" skill seems to cause a lot of problems. Meanings are misinterpreted.

Price: $35 LOMA Members; $70 Nonmembers

The Basics of Listening

Summary: This course will familiarize you with the communication and listening processes, and how listening functions within communication.

Price: $30 LOMA Members; $45 Nonmembers

The Mechanics of Effective Communication

Summary: This course explains how to develop a voice that people want to listen to, and gives some valuable remedies to use to make your speaking voice the best it can be.

Price: $90 LOMA Members; $180 Nonmembers

The Process of Interpersonal Communications

Summary: This course is designed to give you an understanding of the prime causes of poor communication, and, more importantly, the skills required to minimize their impact.

Price: $55 LOMA Members; $110 Nonmembers

Writing with Intention

Summary: Whether you're preparing a brief e-mail response, a business letter, a performance review, a multi-page proposal, or a presentation to a prime customer, you know that having a job means having to write.

Price: $55 LOMA Members; $110 Nonmembers

Company OperationsClaim Administration for Life Insurance

Summary: This course describes the administration process for life insurance claims. The course describes the importance of claims in the life insurance industry and identifies legal issues affecting claim administration.

Price: $55 LOMA Members; $110 Nonmembers

Distributing Insurance Through Agents

Summary: Most life insurance is distributed through insurance agents, also referred to as producers. In this course, you will learn about many aspects of agent-based distribution.

Price: $35 LOMA Members; $70 Nonmembers

Individual Life Insurance Underwriting

Summary: Insurance underwriting is the process of assessing and classifying the degree of risk represented by a proposed insured and making a decision to accept or decline that risk.

Price: $35 LOMA Members; $70 Nonmembers

Interacting Effectively with Agents

Summary: This course describes interactions with some of an insurance company's most important customers—its agents.

Price: $35 LOMA Members; $70 Nonmembers

Intro to Regulatory Compliance: Health Insurance

Summary: This tutorial provides a comprehensive review for students needing to learn about the laws and regulations affecting health insurance in the United States.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Regulatory Compliance: Life Insurance and Annuities

Summary: This tutorial provides a comprehensive review for students needing to learn about the laws and regulations affecting life insurance and annuities in the United States.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Regulatory Compliance: Life, Health, and Annuities

Summary: This tutorial provides a comprehensive review for students needing to learn about the laws and regulations affecting life insurance, health insurance, and annuities in the United States.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Underwriting

Summary: This course presents the process that insurers use to underwrite life insurance.

Price: $55 LOMA Members; $110 Nonmembers

LOMA 280: Principles of Insurance: Life, Health, and Annuities

Summary: 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.

Price: $200 LOMA Members; $300 Nonmembers

LOMA 281: Meeting Customer Needs with Insurance and Annuities

Summary: This introductory course is appropriate for anyone who is looking for an engaging way to learn the basics of life insurance and annuity products and how these products meet customer needs.

Price: $160 LOMA Members; $320 Nonmembers

LOMA 286: Principles of Financial Services and Products

Summary: LOMA 286 surveys the major categories of financial services - cash management, credit, asset protection, asset accumulation and management, and asset distribution.

Price: $200 LOMA Members; $300 Nonmembers

LOMA 290: Insurance Company Operations

Summary: LOMA 290 describes the organization of insurance companies and the environment in which they operate, focusing on specific company operations such as marketing, actuarial, underwriting, and financial activities.

Price: $200 LOMA Members; $300 Nonmembers

Reinsurance Basics

Summary: This course identifies the main types of reinsurance and describes the relationships between insurers, reinsurers, and retrocessionaires.

Price: $55 LOMA Members; $110 Nonmembers

Reinsurance Operations Overview

Summary: This course describes the marketing, regulation, and administration of reinsurance. You will learn how reinsurance agreements are negotiated and how insurer licensing rules and financial condition requirements regulate reinsurance agreements.

Price: $35 LOMA Members; $70 Nonmembers

Reinsurance Overview

Summary: Reinsurance Overview is an online course designed to provide an introduction to the fundamentals of reinsurance activities in the insurance industry.

Price: $35 LOMA Members; $70 Nonmembers

Working with Upset Customers

Summary: In this course, you will learn the four steps to dealing with an upset customer. Then you will learn four ways to manage the conflicts that are inherent to interacting with upset customers.

Price: $35 LOMA Members; $70 Nonmembers

Customer ServiceAdvancing Your Service Expertise

Summary: These lessons are designed to foster awareness and new skills that deepen our customer service expertise. Gain techniques for personalizing customer interaction.

Price: $55 LOMA Members; $110 Nonmembers

Call Center Communication Skills

Summary: Communication skills are very important for a successful career in customer service and sales. This is especially true in a call center environment.

Price: $55 LOMA Members; $110 Nonmembers

Call Center Customer Service

Summary: This course for potential or new call center agents is designed to introduce the learner to the necessary information and tools required to professionally handle customer service calls in a call center environment.

Price: $55 LOMA Members; $110 Nonmembers

Cross-selling in a Customer Service Call

Summary: This course covers identifying various types of customer inquiries and controlling the call for an efficient sale.

Price: $90 LOMA Members; $180 Nonmembers

Customer Satisfaction: Analysis and Implementation

Summary: You'll learn the tools of basic statistical analysis as well as those that show relationships and allow you to plan improvements.

Price: $35 LOMA Members; $70 Nonmembers

Discovering What Your Customers Want

Summary: In this course, you'll explore the bottom-line payoffs for building customer satisfaction.

Price: $35 LOMA Members; $70 Nonmembers

Exceptional Customer Service

Summary: Exceptional Customer Service focuses on customer service in the financial services industry—what it is, how it's provided, and why it matters.

Price: $35 LOMA Members; $70 Nonmembers

Inbound Call Center Management: Leadership

Summary: By participating in this course, you are ensuring that your call center will receive the best management and leadership that you can provide.

Price: $55 LOMA Members; $110 Nonmembers

Inbound Call Centers: People Management

Summary: This course will help you staff your call center with the right people for the job.

Price: $55 LOMA Members; $110 Nonmembers

Interacting Effectively with Agents

Summary: This course describes interactions with some of an insurance company's most important customers—its agents.

Price: $35 LOMA Members; $70 Nonmembers

Managing Time and Stress

Summary: Practical topics covered in this course include personal planning, creating an effective priority list, and being proactive in learning and development on the job.

Price: $35 LOMA Members; $70 Nonmembers

Processing Customer Service Transactions for Life Insurance

Summary: This course describes a variety of customer service transactions for individual and group life insurance.

Price: $35 LOMA Members; $70 Nonmembers

Technical Support Essentials

Summary: This course explains contact center technology and TSA activities. It covers the technology that links the TSA to the customer and to the resources needed to assist the customer.

Price: $90 LOMA Members; $180 Nonmembers

The Call Center Industry

Summary: This course will examine all of the aspects of a call center. In order to facilitate this examination, this course has been broken down into three parts: overview, call center organization, and call center technology.

Price: $35 LOMA Members; $70 Nonmembers

The Contact Center and Technical Support Agent

Summary: Driven by Customer Relationship Management (CRM) principles, this course explains how the role of the technical support agent (TSA) has changed as businesses realize the importance of CRM strategies to their survival.

Price: $55 LOMA Members; $110 Nonmembers

The Inbound Call Center

Summary: This course will provide you with the knowledge needed to identify customer care benefits.

Price: $35 LOMA Members; $70 Nonmembers

The Voice of the Customer

Summary: This course provides the tools to learn all that you can about your customers. The focus is on recognizing and ultimately anticipating customer expectations.

Price: $55 LOMA Members; $110 Nonmembers

Working with Upset Customers

Summary: In this course, you will learn the four steps to dealing with an upset customer. Then you will learn four ways to manage the conflicts that are inherent to interacting with upset customers.

Price: $35 LOMA Members; $70 Nonmembers

Desktop Skills - Microsoft 2003Advanced Analysis of Your Project

Summary: This course identifies how you can use Project 2003's collaborative functions to manage and analyze project information.

Price: $55 LOMA Members; $110 Nonmembers

Advanced Customization

Summary: This course identifies how to structure your project using advanced customization features.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Data Analysis in Excel 2003

Summary: This course is designed to provide an overview of the advanced data manipulation and analysis features in Excel 2003.

Price: $55 LOMA Members; $110 Nonmembers

Advanced Data Management in Excel 2003

Summary: This course is designed to provide an overview of the advanced data management and organizational features in Excel 2003.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Document Features in Word 2003

Summary: This course is designed to provide a detailed overview of the advanced document features available for use in Word 2003.

Price: $35 LOMA Members; $70 Nonmembers

Advanced formatting in Excel 2003

Summary: This course is designed to demonstrate how to apply advanced formatting in Excel 2003.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Formatting in Word 2003

Summary: This course is designed to provide a detailed overview of the advanced page formatting features in Word 2003.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Querying in Access 2003

Summary: This course provides an overview of how to use advanced queries such as joins, parameter, action, and SQL queries.

Price: $35 LOMA Members; $70 Nonmembers

Basic Access 2003 Forms

Summary: This course teaches you how to create and modify forms in Access 2003.

Price: $55 LOMA Members; $110 Nonmembers

Basic Access 2003 Tables

Summary: This course teaches you how to create and modify tables in Access 2003.

Price: $55 LOMA Members; $110 Nonmembers

Basic Features of Excel 2003

Summary: This course is designed to provide an overview of the basic features of Excel 2003.

Price: $55 LOMA Members; $110 Nonmembers

Configuring Rules, Alerts, and Junk Mail Settings in Outlook 2003

Summary: This course is designed to demonstrate how to organize, manage, and prioritize data using rules, alerts, and the Junk E-mail Filter in Outlook 2003.

Price: $35 LOMA Members; $70 Nonmembers

Creating and Defining a Project

Summary: This course discusses the basics of project management and begins creating a new project using Project Professional 2003.

Price: $55 LOMA Members; $110 Nonmembers

Creating Basic Presentations using PowerPoint 2003

Summary: This course explains how to create basic presentations using PowerPoint 2003.

Price: $55 LOMA Members; $110 Nonmembers

Customizing E-mail, Views, Navigation, and E-mail Accounts in Outlook 2003

Summary: This course is designed to demonstrate how to customize e-mail, views, and navigation and configure additional e-mail accounts in Outlook 2003.

Price: $55 LOMA Members; $110 Nonmembers

Customizing PowerPoint 2003 Presentations

Summary: This course describes how to customize PowerPoint 2003 presentations.

Price: $35 LOMA Members; $70 Nonmembers

Enhancing Tables, Forms, and Reports in Access 2003

Summary: This course describes how to implement advanced techniques for tables, forms, and reports.

Price: $35 LOMA Members; $70 Nonmembers

Enterprise Project Management

Summary: This course identifies how project managers can set up and manage an enterprise project using Project Professional 2003, Project Server, and Project Web Access.

Price: $35 LOMA Members; $70 Nonmembers

Excel 2003 Formulas and Functions

Summary: This course is designed to provide an overview of the calculation features in Excel 2003.

Price: $55 LOMA Members; $110 Nonmembers

Getting Started with Access 2003

Summary: This course describes how to create and navigate an Access 2003 database.

Price: $55 LOMA Members; $110 Nonmembers

Organizing and Managing Project Information

Summary: This course identifies how to organize project information for efficient performance.

Price: $55 LOMA Members; $110 Nonmembers

Preparing PowerPoint 2003 Presentations for Effective Delivery

Summary: This course is designed to describe how to add slide timings and transitions, action buttons, and hyperlinks to PowerPoint 2003 presentations.

Price: $35 LOMA Members; $70 Nonmembers

Running, Broadcasting, and Reviewing PowerPoint 2003 Presentations

Summary: This course is designed to describe how to run an effective PowerPoint 2003 presentation and explain how to broadcast and collaborate on presentations.

Price: $35 LOMA Members; $70 Nonmembers

Scheduling events, Appointments, and meetings in Outlook 2003

Summary: This course is designed to demonstrate how events, appointments, and meetings are scheduled in Outlook 2003.

Price: $55 LOMA Members; $110 Nonmembers

Sending and Receiving Messages in Outlook 2003

Summary: This course is designed to demonstrate how to send and receive messages in Outlook 2003.

Price: $55 LOMA Members; $110 Nonmembers

Sharing Project Data and Working with Macros

Summary: This course identifies how to share project data across applications and work with time-saving macros.

Price: $35 LOMA Members; $70 Nonmembers

Slide Layout and Design in PowerPoint 2003

Summary: This course demonstrates how to modify slide layout and design in PowerPoint 2003 presentations.

Price: $35 LOMA Members; $70 Nonmembers

Specifying and Assigning Resources

Summary: This course defines how resources are assigned, adjusted, and administered.

Price: $55 LOMA Members; $110 Nonmembers

Tracking and Reporting Progress

Summary: This course defines how to track and report on the progress of your project.

Price: $55 LOMA Members; $110 Nonmembers

Tracking, Categorizing, Searching, and Printing in Outlook 2003

Summary: This course is designed to demonstrate how to track, categorize, search, and print items in Outlook 2003.

Price: $55 LOMA Members; $110 Nonmembers

Using Queries and Reports in Access 2003

Summary: This course is designed to provide an overview of how to create and modify queries and reports in Access 2003.

Price: $55 LOMA Members; $110 Nonmembers

Using Tables, Charts, and Graphs in Word 2003

Summary: This course is designed to provide a detailed overview of using tables, charts, and graphics.

Price: $35 LOMA Members; $70 Nonmembers

Using Task Lists, Contact Lists, and Notes in Outlook 2003

Summary: This course is designed to demonstrate how events, appointments, and meetings are scheduled in Outlook 2003.

Price: $30 LOMA Members; $45 Nonmembers

Working Collaboratively

Summary: This course identifies how to use e-mail to work collaboratively.

Price: $35 LOMA Members; $70 Nonmembers

Working with Data and Presentation in Access 2003

Summary: This course describes how to use PivotTables, PivotCharts, and other applications to present and handle database data.

Price: $35 LOMA Members; $70 Nonmembers

Working with Documents in Word 2003

Summary: This course is designed to provide an overview of the document formatting, navigation, and recovery features in Word 2003.

Price: $35 LOMA Members; $70 Nonmembers

Desktop Skills - Microsoft 2007Adding Graphics to Presentations in PowerPoint 2007

Summary: This course demonstrates how to create visually appealing presentations using PowerPoint's design templates and implementing new Microsoft Office 2007 themes.

Price: $35 LOMA Members; $70 Nonmembers

Adding Multimedia and Animations to Presentations

Summary: Microsoft's PowerPoint 2007 is one of the world's most widely used applications for creating presentations. Powerful, high-impact slide shows come to life with the addition of multimedia to your presentations.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Customization in Excel 2007

Summary: This course covers creating templates in Excel 2007, as well as customizing workbook properties, themes, and styles.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Data Management in Access 2007

Summary: This course explains and demonstrates retrieving and validating data, using subforms and subreports, as well as applying conditional formatting in Access 2007 tables, forms, and reports.

Price: $55 LOMA Members; $110 Nonmembers

Advanced Data Management in Excel 2007

Summary: This course explores organizing and subtotaling data in Excel 2007 using the available features.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Data Manipulation Features in Word 2007

Summary: Word 2007 enables you to create forms quickly and easily, so that they can be used by other users of Word 2007.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Document Features in Word 2007

Summary: This course demonstrates how to create, edit, copy and delete macros through the use of the macro recorder.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Document Navigation and Document Reviews in Word 2007

Summary: This course explains how tables of contents are created, modified and deleted in conjunction with the use of tables of figures and tables of authorities.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Formatting in Excel 2007

Summary: Charts and pictures enable you to present data visually, demonstrating data more effectively than rows and columns of data. In Excel 2007, you can customize charts and their individual elements.

Price: $35 LOMA Members; $70 Nonmembers

Advanced Formatting in Word 2007

Summary: This course demonstrates how borders, shading, margins and horizontal lines are used when creating interesting documents and implementing emphasis to various parts of a document.

Price: $35 LOMA Members; $70 Nonmembers

Analyzing Data in Excel 2007

Summary: This course covers advanced data analysis features, such as PivotTable and PivotChart reports, Goal Seek, Solver, scenarios, data tables, and OLAP.

Price: $55 LOMA Members; $110 Nonmembers

Basic Access 2007 Forms

Summary: This course also explores controls and the available types, how they are added to a form, how their properties are set, and how they are resized, moved, grouped, and positioned on a form.

Price: $35 LOMA Members; $70 Nonmembers

Basic Access 2007 Tables

Summary: This course explains the use of table templates, Design and Datasheet views, field creation, data types, and modifiable properties, and demonstrates the use of masked input fields and indexing.

Price: $35 LOMA Members; $70 Nonmembers

Business Contact Manager with Outlook 2007

Summary: This course demonstrates how to setup Business Contact Manager with Accounts, Contacts, Opportunities, and Projects.

Price: $55 LOMA Members; $110 Nonmembers

Collaborative Features in Word 2007

Summary: This course demonstrates how to use Word 2007's document security.

Price: $35 LOMA Members; $70 Nonmembers

Completing Searches, Printing Items, and Working with RSS Feeds in Outlook 2007

Summary: This course demonstrates the new Outlook 2007 search feature, Instant Search, which is used to locate and manipulate e-mail messages and other Outlook items.

Price: $35 LOMA Members; $70 Nonmembers

Configuring Rules, Alerts, and Junk E-mail Settings in Outlook 2007

Summary: This course demonstrates how to configure rules and alerts to help organize e-mail messages, and how to adjust the Junk E-mail Filter settings to suit your needs.

Price: $35 LOMA Members; $70 Nonmembers

Creating Custom Slide Shows in PowerPoint 2007

Summary: This course shows you how to create custom slide shows that meet your differing audiences' needs.

Price: $35 LOMA Members; $70 Nonmembers

Customizing Outlook 2007 and Using the Journal

Summary: This course demonstrates how to customize Outlook to meet a variety of such requirements, how to track items in Outlook, and how to configure additional e-mail accounts.

Price: $35 LOMA Members; $70 Nonmembers

Data Security, Archiving, and Working Offline in Outlook 2007

Summary: This course demonstrates how to configure the security settings, offline access, and synchronization settings for Outlook 2007.

Price: $55 LOMA Members; $110 Nonmembers

Database Administration in Access 2007

Summary: This course explains how SharePoint sites can be used with Access.

Price: $55 LOMA Members; $110 Nonmembers

Distributing Presentations in PowerPoint 2007

Summary: In this course you will be introduced to the process of securing your presentations for distribution by setting up passwords.

Price: $35 LOMA Members; $70 Nonmembers

Excel 2007 Charts, Pictures, Themes, and Styles

Summary: This course demonstrates how to effectively use and customize charts in Excel 2007, and explores available chart types and styles.

Price: $35 LOMA Members; $70 Nonmembers

Excel 2007 Formulas and Functions

Summary: This course demonstrates how to create and edit formulas, use references and names, and work with tables in Excel 2007.

Price: $35 LOMA Members; $70 Nonmembers

Exchanging Data with Excel 2007

Summary: This course explores creating links, importing text files, and creating database and web queries.

Price: $55 LOMA Members; $110 Nonmembers

Formatting and Managing E-mail in Outlook 2007

Summary: This course demonstrates how to use the various formatting features, and also explores such e-mail message options as signatures and voting buttons, and how to use and work with attachments.

Price: $55 LOMA Members; $110 Nonmembers

Getting Started with Access 2007

Summary: This course provides an introduction to Access 2007 and demonstrates how to navigate within the new user interface.

Price: $35 LOMA Members; $70 Nonmembers

Getting Started with Excel 2007

Summary: This course will help get you up-to-speed on the new features, and will introduce you to the basic features and functionality of Excel 2007.

Price: $35 LOMA Members; $70 Nonmembers

Getting Started with Outlook 2007

Summary: This course addresses the basic features and functionality of Outlook 2007, including how to create e-mail messages, view and reply to incoming e-mails, and how to find information using Outlook 2007's basic Help features.

Price: $35 LOMA Members; $70 Nonmembers

Getting Started with PowerPoint 2007

Summary: This course shows how to create a new presentation from scratch, and also how to use layouts and views to make working with your presentation easy.

Price: $35 LOMA Members; $70 Nonmembers

Getting Started with Word 2007

Summary: With Office Word 2007, Microsoft introduces some of the most significant changes to Word in years.

Price: $35 LOMA Members; $70 Nonmembers

Importing and Exporting Data and Data Presentation in Access 2007

Summary: This course explains and demonstrates the various methods of importing, exporting, and linking to external data sources.

Price: $35 LOMA Members; $70 Nonmembers

Instant, Text, and Unified Messaging in Outlook 2007

Summary: This course explains how to configure and implement IRM. It also discusses how to send and receive instant and text messages and faxes from your inbox, and how to configure Outlook for voice mail.

Price: $35 LOMA Members; $70 Nonmembers

Manipulating and Formatting Data and Worksheets

Summary: This course explores the processing of copying and moving cells, columns, rows, and sheets, as well as inserting or removing sheets and modifying workbooks.

Price: $55 LOMA Members; $110 Nonmembers

New Features for End Users in Microsoft Office 2007

Summary: This course teaches you the new features for end users in Microsoft Office 2007.

Price: $35 LOMA Members; $70 Nonmembers

Printing, Help, and Automated Formatting in Word 2007

Summary: This course demonstrates the use of Quick Styles, building blocks, templates and AutoCorrect features in detail.

Price: $35 LOMA Members; $70 Nonmembers

Programmability and Administration in Access 2007

Summary: This course explains how SharePoint sites can be used with Access and demonstrates options such as moving data to a SharePoint site.

Price: $35 LOMA Members; $70 Nonmembers

Protecting and Sharing Excel 2007 Workbooks

Summary: This courses covers range, worksheet, and workbook protection, as well as tracking changes and merging workbooks in Excel 2007.

Price: $35 LOMA Members; $70 Nonmembers

Queries and Reports in Access 2007

Summary: This course explores the use of the Query Wizard and demonstrates how to create or modify a query in Design view in order to achieve specific results.

Price: $35 LOMA Members; $70 Nonmembers

Reviewing and Printing in Excel 2007

Summary: This course explores Excel 2007 reviewing features, such as spellchecking, translating, and using comments.

Price: $35 LOMA Members; $70 Nonmembers

Structuring, Editing, Saving, and Opening Documents in Word 2007

Summary: This course explains the use of page and section breaks, spacing adjustment, and column insertion, and explores the basic editing tools packaged with Word 2007.

Price: $35 LOMA Members; $70 Nonmembers

Using Contacts, Tasks, Notes, and Customizing the Interface in Outlook 2007

Summary: This course explores how to create and manage contacts, tasks, and notes.

Price: $55 LOMA Members; $110 Nonmembers

Using Tables, Charts, and Graphics in Word 2007

Summary: This course demonstrates how to create, format, and modify Word 2007 tables.

Price: $35 LOMA Members; $70 Nonmembers

Using the Calendar in Outlook 2007

Summary: This course demonstrates how to customize the Outlook 2007 calendar using personalized views.

Price: $55 LOMA Members; $110 Nonmembers

Working with Documents in Word 2007

Summary: This course explains how to use Word 2007's Drawing Tools, including working with WordArt, AutoShapes, Pictures, Clip Art, and SmartArt.

Price: $35 LOMA Members; $70 Nonmembers

Working with SharePoint, Calendars, and Forms in Outlook 2007

Summary: This course demonstrates how to use Outlook 2007 to connect to a SharePoint site and open, edit, and update SharePoint files, as well as create calendar items for the SharePoint site.

Price: $35 LOMA Members; $70 Nonmembers

Working with Text and Paragraphs in Word 2007

Summary: This course explains the Font and Paragraph formatting options, as well as the Mini toolbar and live preview features.

Price: $35 LOMA Members; $70 Nonmembers

Finance & AccountingBasic Investment Concepts

Summary: This course discusses crucial, fundamental concepts that people should know about investing money.

Price: $35 LOMA Members; $70 Nonmembers

Basics of Budgeting

Summary: In this course, non-financial managers will learn the concepts and techniques vital to the budget process.

Price: $55 LOMA Members; $110 Nonmembers

Creating and Analyzing an Operating Budget

Summary: In this course, you will learn the key components of an operating budget and be able to create a budget that you can manage and control.

Price: $55 LOMA Members; $110 Nonmembers

Financial Risk Management

Summary: This course familiarizes you with the strategies and products used to manage corporate risk.

Price: $35 LOMA Members; $70 Nonmembers

Financial Services Overview

Summary: This course provides an overview of the financial services industry. It describes the categories of financial services and distinguishes among the various financial services institutions.

Price: $35 LOMA Members; $70 Nonmembers

LOMA 286: Principles of Financial Services and Products

Summary: LOMA 286 surveys the major categories of financial services - cash management, credit, asset protection, asset accumulation and management, and asset distribution.

Price: $200 LOMA Members; $300 Nonmembers

Managing Cash Flows

Summary: This course covers the principles of sound cash flow management, including cash management strategies, the best use of credit collection, and ways to reduce overhead.

Price: $35 LOMA Members; $70 Nonmembers

Overview of Insurance Company Financial Management

Summary: This course provides an overview of the financial management of an insurance company.

Price: $35 LOMA Members; $70 Nonmembers

Overview of Life Insurance Accounting

Summary: Overview of Life Insurance Accounting discusses the personnel, responsibilities, and operations that are associated with life insurance accounting.

Price: $35 LOMA Members; $70 Nonmembers

Principles of Financial Management

Summary: This course introduces non-financial managers to the principles of financial management. It explores the basic concepts of risk and return and the time value of money.

Price: $55 LOMA Members; $110 Nonmembers

Understanding Financial Statements

Summary: Organizations use financial statements to report their performance and their financial condition to investors and lenders. Managersincluding nonfinancial managerscan use these statements to understand how the organization is doing.

Price: $55 LOMA Members; $110 Nonmembers

Financial PlanningAsset Allocation

Summary: Designed to provide you with a fundamental knowledge of the concepts of asset allocation.

Price: $36 LOMA Members; $54 Nonmembers

College Funding

Summary: Financial professionals receive the training they need to incorporate a plan for meeting college expenses into a client’s overall financial plan. The course prepares you to give advice about college costs and the sources of financing.

Price: $42 LOMA Members; $63 Nonmembers

Estate Planning Concepts

Summary: Teaches the fundamentals needed to sell life insurance in the profitable estate planning market.

Price: $63 LOMA Members; $94 Nonmembers

Intro to Annuities

Summary: This course presents and defines the essentials of the annuity contract, as well as the roles of the insurer and the contract owner in the formation of an annuity contract.

Price: $90 LOMA Members; $180 Nonmembers

Mutual Funds Concepts

Summary: Explains how mutual funds work, the advantages of mutual funds as investments, applicable tax laws and basic regulation and compliance issues.

Price: $45 LOMA Members; $68 Nonmembers

Needs Analysis

Summary: Get back to the basics of needs-based consultative selling. After comparing financial objectives to existing resources, the need for additional insurance becomes obvious to prospects.

Price: $51 LOMA Members; $76 Nonmembers

Principles of Asset Management

Summary: Teaches a five-step asset management process to help clients build and maintain diversified portfolios.

Price: $53 LOMA Members; $80 Nonmembers

Section 529 Plans

Summary: This course provides a thorough examination of Section 529 college funding plans, specifically prepaid tuition plans and college savings plans.

Price: $40 LOMA Members; $60 Nonmembers

Human ResourcesBuilding a Firm Foundation

Summary: Before you bring a candidate in for the interview, much work must be done behind the scenes. This course will help you set the stage for success.

Price: $55 LOMA Members; $110 Nonmembers

Changing the Corporate Culture

Summary: This course describes the challenges of providing a climate of acceptance, explains policies and practices that further the goal of diversity, and suggests ways to leverage diversity and build inclusion.

Price: $35 LOMA Members; $70 Nonmembers

Conducting the Behavioral-based Interview

Summary: In this course, you'll learn how to ask behavioral-based questions and distinguish behavioral response from non-behavioral responses.

Price: $35 LOMA Members; $70 Nonmembers

Effective Interviewing

Summary: This course shows you how to screen and manage the interview time efficiently. You have to be confident about the methods that are used by whoever conducts interviews in your organization.

Price: $55 LOMA Members; $110 Nonmembers

Hiring Considerations

Summary: This course will give you a brief overview of the major employment legislation that affects recruitment.

Price: $35 LOMA Members; $70 Nonmembers

Preparing for the Behavioral Interview

Summary: To create and conduct an effective behavioral-based interview, you must have a clear understanding of what behavioral-based information is and the interviewing process itself.

Price: $55 LOMA Members; $110 Nonmembers

Screening Applicants

Summary: In this course, you'll learn how to use applications, resumes, phone calls, and references as screening tools.

Price: $55 LOMA Members; $110 Nonmembers

Selecting the Best Applicant

Summary: This course will show you the most effective methods for evaluating and choosing the best applicants.

Price: $35 LOMA Members; $70 Nonmembers

Why Diversity Matters

Summary: This course will take a closer look at diversity initiatives in the workplace and what makes them matter.

Price: $35 LOMA Members; $70 Nonmembers

IT Skills.NET Solution Vision and Requirements

Summary: This course establishes the steps and techniques needed to define a solution vision and gather and analyze requirements for a wide range of IT professionals.

Price: $55 LOMA Members; $110 Nonmembers

ADO.NET Connections and Commands

Summary: This course introduces ADO.NET and describes how to make connections to databases and run stored procedures and SQL statements.

Price: $55 LOMA Members; $110 Nonmembers

Advanced HTML Design Elements

Summary: This course describes and equips students to use advanced HTML elements such as complex tables, frames and framesets, metadata and the META tag, and style sheets.

Price: $55 LOMA Members; $110 Nonmembers

Application Deployment in .NET

Summary: This course describes all available deployment options for packaging and distribution for application developers with experience in Visual Basic .NET who wish to become familiar with the deployment process in the .NET Framework.

Price: $35 LOMA Members; $70 Nonmembers

Building ASP.NET Applications

Summary: This course introduces the basic elements in writing ASP.NET pages for Web developers with minimal experience using previous versions of Active Server Pages.

Price: $90 LOMA Members; $180 Nonmembers

Deployment of Windows-Based .NET Applications

Summary: This course explains how to deploy a Windows-based application or component for application developers with experience in Visual Basic .NET who wish to become familiar with the deployment process in the .NET Framework.

Price: $90 LOMA Members; $180 Nonmembers

Design Concepts for web sites

Summary: This course describes, explains, and equips students to use the basic techniques of web site design and development.

Price: $55 LOMA Members; $110 Nonmembers

Enhancing and Managing Web Sites with FrontPage 2002

Summary: This course explains how to enhance and maintain FrontPage 2002 web sites.

Price: $35 LOMA Members; $70 Nonmembers

FrontPage 2002 Basics

Summary: This course introduces the basic features and functionality of Microsoft FrontPage 2002.

Price: $55 LOMA Members; $110 Nonmembers

Introducing Microsoft .NET

Summary: This course is designed to introduce the concepts, environment, technology, and tools for Microsoft .NET for software developers and software project managers.

Price: $55 LOMA Members; $110 Nonmembers

J2EE Architecture

Summary: This course provides an overview of enterprise application design and development using the J2EE platform.

Price: $55 LOMA Members; $110 Nonmembers

JavaScript: Language Basics

Summary: This course teaches the basics of the JavaScript language.

Price: $90 LOMA Members; $180 Nonmembers

JavaScript: Scripting

Summary: This course teaches the basics of JavaScript client-side scripting.

Price: $35 LOMA Members; $70 Nonmembers

LDAP Fundamentals

Summary: This course introduces LDAP and directory services for IT management and staff, designers, engineers, and consultants.

Price: $55 LOMA Members; $110 Nonmembers

Microsoft Office 2000 - Advanced FrontPage

Summary: This course provides advanced users of FrontPage 2000 with skills in using navigation, themes, frames, forms, and databases on a web site.

Price: $55 LOMA Members; $110 Nonmembers

Microsoft Office 2000 - Beginning FrontPage

Summary: This course is designed to provide an introduction to the core concepts of Microsoft FrontPage 2000.

Price: $55 LOMA Members; $110 Nonmembers

Microsoft Windows Server 2003: Creating the Design

Summary: This course identifies the features and design criteria of an administration service and site topology for Windows Server 2003.

Price: $35 LOMA Members; $70 Nonmembers

Microsoft Windows Server 2003: Designing the Infrastructure

Summary: This course describes how to establish the main requirements for an Active Directory and network services infrastructure design.

Price: $55 LOMA Members; $110 Nonmembers

Microsoft Windows Server 2003: Network Infrastructure and Active Directory Physical Design

Summary: This course identifies the options and decision criteria involved in designing the Windows Server 2003 network infrastructure and Active Directory physical design.

Price: $55 LOMA Members; $110 Nonmembers

Object-Oriented Analysis and Design with UML: Fundamentals

Summary: This course introduces basic OOAD principles, the Rational Unified Process, and the role of UML.

Price: $35 LOMA Members; $70 Nonmembers

Overview of SQL Server 2000

Summary: This course provides a high-level overview of SQL Server.

Price: $35 LOMA Members; $70 Nonmembers

Relational Databases

Summary: This course describes the fundamental concepts of relational database architecture and management.

Price: $55 LOMA Members; $110 Nonmembers

Style Sheets and Links

Summary: This course explains the use of style sheets and links in XML and discusses different XML applications.

Price: $90 LOMA Members; $180 Nonmembers

Windows Server 2003: Managing Users, Groups, and Computers

Summary: This course describes how to manage and troubleshoot computer accounts, user accounts, user profiles, and groups in Windows Server 2003.

Price: $55 LOMA Members; $110 Nonmembers

XML Language Basics

Summary: This course provides an overview of XML, discusses XML structures, and discusses DTDs and XML schemas.

Price: $55 LOMA Members; $110 Nonmembers

Legal, Compliance & EthicsA Manager’s Introduction to Business Law

Summary: This course introduces managers to the fundamental concepts of business law.

Price: $55 LOMA Members; $110 Nonmembers

Anti-Money Laundering

Summary: This course provides a clear understanding of the various techniques of money laundering and other threats to the financial industry, including a discussion of the regulations designed to detect, monitor and prevent these criminal actions.

Price: $50 LOMA Members; $75 Nonmembers

Antitrust Overview

Summary: This course introduces the major areas of antitrust law and explains how the laws affect companies in their day-to-day contact with everyone from competitors to customers.

Price: $55 LOMA Members; $110 Nonmembers

Attorney-Client Privilege

Summary: This course will explain what the attorney-client privilege is, when it does and doesn't apply, how it can be lost, and some ways to protect it.

Price: $55 LOMA Members; $110 Nonmembers

Avoiding FCPA Violations

Summary: This course provides an introduction to the Foreign Corrupt Practices Act (FCPA), a law that makes it illegal to bribe a foreign government official or political party to gain a business advantage.

Price: $55 LOMA Members; $110 Nonmembers

Careful Communication

Summary: This course aims to help you recognize and avoid the more common pitfalls of written and oral business interactions and practice the art of careful communication.

Price: $90 LOMA Members; $180 Nonmembers

Confidentiality under HIPAA: Patient Rights

Summary: This course will help you understand who and what individuals, organizations, and kinds of information are subject to the Privacy Rule.

Price: $55 LOMA Members; $110 Nonmembers

Confidentiality under HIPAA: Using Information

Summary: This course will help you understand HIPAA's privacy requirements as they affect using or disclosing PHI.

Price: $55 LOMA Members; $110 Nonmembers

Corporate Social Responsibility

Summary: This course explores an organization's ethical responsibilities outside its own walls.

Price: $55 LOMA Members; $110 Nonmembers

Customs: Doing Business Abroad

Summary: This module covers half of the international trade equation—how companies can import the goods they need from foreign countries. After completing this module, you will understand the scope of the U.S. customs laws and the governmental agencies involved.

Price: $55 LOMA Members; $110 Nonmembers

Diversity at Work

Summary: This course explains what diversity means today. It explores the many benefits of diversity and describes the best ways of creating and maintaining a diverse workplace.

Price: $55 LOMA Members; $110 Nonmembers

Employment and Labor Law

Summary: This course is an overview for management about the essentials of employment and labor law.

Price: $55 LOMA Members; $110 Nonmembers

Ethical Conduct in the Insurance Industry

Summary: This course focuses on the legal, regulatory, industry, and company frameworks intended to promote ethical behavior.

Price: $35 LOMA Members; $70 Nonmembers

Ethical Decision Making

Summary: This course provides the conceptual framework for discussing business ethics and the tool kit for making ethical decisions.

Price: $55 LOMA Members; $110 Nonmembers

Ethical Practices

Summary: Helps establish your company's ethical standards for life agents, managers and marketing support personnel with discussions on conducting in the client's best interest, needs selling, ongoing service, and much more.

Price: $41 LOMA Members; $62 Nonmembers

Ethics

Summary: This course is designed to help producers recognize some of the ethical dilemmas they may encounter in their careers, providing guidance on the attitudes and specific conduct that is expected.

Price: $41 LOMA Members; $62 Nonmembers

Ethics and Professional Knowledge

Summary: This course teaches prospective project managers techniques for making ethical choices; contract elements for legal requirements, and how to manage conflicts of interest.

Price: $55 LOMA Members; $110 Nonmembers

Family and Medical Leave Act

Summary: This course gives a brief overview of some of the major aspects of the FMLA.

Price: $55 LOMA Members; $110 Nonmembers

Global Money Laundering Prevention in the Securities Industry

Summary: This 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.

Price: $55 LOMA Members; $110 Nonmembers

HIPAA Privacy Issues for Employers Sponsoring Group Health Plans

Summary: The Health Insurance Portability and Accountability Act of 1996 (HIPAA) has a number of provisions that are designed to protect the confidentiality of patient information.

Price: $55 LOMA Members; $110 Nonmembers

HIPAA Requirements, Coverage and Enforcement

Summary: This Tutorial covers the HIPAA basics and introduces the rules regarding preexisting condition exclusions.

Price: $90 LOMA Members; $180 Nonmembers

How to Avoid Healthcare False Claims

Summary: 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.

Price: $55 LOMA Members; $110 Nonmembers

Insurance Ethics and Consumer Protection

Summary: Shows why ethical conduct is good business for insurance professionals. Appropriate for life/health and property-casualty staff and producers.

Price: $39 LOMA Members; $58 Nonmembers

Intellectual Property and Proprietary Rights

Summary: This course introduces management to the essentials of intellectual property and proprietary rights.

Price: $55 LOMA Members; $110 Nonmembers

Intellectual Property Overview

Summary: This course will explain the forms that intellectual property can take, as well as how to recognize when someone's rights to it are being infringed.

Price: $55 LOMA Members; $110 Nonmembers

International Intellectual Property

Summary: This course will discuss the types of intellectual property you may come across such as patents, trademarks, and copyrights and how such property is protected around the world.

Price: $55 LOMA Members; $110 Nonmembers

Intro to Regulatory Compliance: Health Insurance

Summary: This tutorial provides a comprehensive review for students needing to learn about the laws and regulations affecting health insurance in the United States.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Regulatory Compliance: Life Insurance and Annuities

Summary: This tutorial provides a comprehensive review for students needing to learn about the laws and regulations affecting life insurance and annuities in the United States.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Regulatory Compliance: Life, Health, and Annuities

Summary: This tutorial provides a comprehensive review for students needing to learn about the laws and regulations affecting life insurance, health insurance, and annuities in the United States.

Price: $90 LOMA Members; $180 Nonmembers

Managerial Business Ethics

Summary: In this course, managers with decision-making responsibility will explore ethical issues and will acquire specific skills for creating and maintaining an ethical work environment.

Price: $35 LOMA Members; $70 Nonmembers

Money Laundering and the USA Patriot Act

Summary: Business professionals need to understand the methods used to launder money and how to recognize and report indications of this activity. This course explains these and other important issues.

Price: $55 LOMA Members; $110 Nonmembers

Organizational Ethics

Summary: This course gives employees the ability to recognize ethical patterns and practices in an organization, and provides the skills needed to create and audit an organizational code of ethics.

Price: $55 LOMA Members; $110 Nonmembers

Preventing Workplace Harassment

Summary: Workplace harassment is a preventable problem. By the end of this course, you'll know what constitutes harassing behavior—both the legal definition and the broader way many companies define it.

Price: $55 LOMA Members; $110 Nonmembers

Recognizing Conflicts of Interest

Summary: This course will show you how to identify and avoid potential conflicts of interest before they lead to serious problems.

Price: $90 LOMA Members; $180 Nonmembers

Sarbanes Oxley and You

Summary: An introductory course for all employees of insurance, securities, and other publicly-traded companies.

Price: $40 LOMA Members; $60 Nonmembers

Sarbanes-Oxley: Certifications and Section 404 Controls

Summary: This course will discuss management's assessment of internal controls and the roles of supervisors and other managers in creating and implementing these controls under the requirements of SOX.

Price: $55 LOMA Members; $110 Nonmembers

Sarbanes-Oxley: Overview

Summary: This course will provide an overview of SOX, beginning with the factors that contributed to the corporate scandals, and will discuss how it affects three specific corporate entities: the board of directors, auditors, and senior management.

Price: $55 LOMA Members; $110 Nonmembers

Security of Electronic Health Information Under HIPAA

Summary: The HIPAA Security Standards protect certain electronic patient information from malicious attacks, security incidents, or inadvertent integrity breaches.

Price: $45 LOMA Members; $68 Nonmembers

Understanding the Foreign Corrupt Practices Act

Summary: This course explores the Foreign Corrupt Practices Act (FCPA) a law that employees of any company involved in international business need to know.

Price: $90 LOMA Members; $180 Nonmembers

What You Need to Know About E-mail

Summary: The use of e-mail has become so common that we often treat it as a casual conversation, when actually it's far from it. This course will highlight some of the dos and don'ts of e-mail and other forms of electronic communication.

Price: $90 LOMA Members; $180 Nonmembers

Your Responsibilities as a Supervisor

Summary: Brokerage firms are required to supervise their registered reps and other employees to make sure they comply with federal securities laws and NASD and NYSE rules. The penalties for improper supervision are steep.

Price: $55 LOMA Members; $110 Nonmembers

Your Responsibilities as a Supervisor (Institutional)

Summary: This course provides an overview of your responsibilities as a supervisor.

Price: $55 LOMA Members; $110 Nonmembers

Life & Health InsuranceAgency Support Functions

Summary: This course explains the ways that insurers support agency-building distribution systems and nonagency-building distribution systems.

Price: $35 LOMA Members; $70 Nonmembers

Business Insurance Concepts

Summary: Covers insurance products and concepts that meet business insurance needs.

Price: $63 LOMA Members; $94 Nonmembers

Claim Administration for Life Insurance

Summary: This course describes the administration process for life insurance claims. The course describes the importance of claims in the life insurance industry and identifies legal issues affecting claim administration.

Price: $55 LOMA Members; $110 Nonmembers

Ethical Conduct in the Insurance Industry

Summary: This course focuses on the legal, regulatory, industry, and company frameworks intended to promote ethical behavior.

Price: $35 LOMA Members; $70 Nonmembers

Financial Services Overview

Summary: This course provides an overview of the financial services industry. It describes the categories of financial services and distinguishes among the various financial services institutions.

Price: $35 LOMA Members; $70 Nonmembers

Health Concepts

Summary: This course provides an excellent overview of the health insurance industry, health products and marketing concepts.

Price: $43 LOMA Members; $64 Nonmembers

How Group Health Insurance Works

Summary: This course describes how group health insurance works and covers topics such as standard group health insurance policy provisions, basics of group health insurance underwriting, and funding mechanisms for providing group health insurance coverage.

Price: $35 LOMA Members; $70 Nonmembers

How Group Insurance Works

Summary: This course describes basic characteristics of group insurance contracts.

Price: $35 LOMA Members; $70 Nonmembers

How Group Life Insurance Works

Summary: This course provides an overview of how group life insurance is regulated and the provisions that are included in most group life policies.

Price: $35 LOMA Members; $70 Nonmembers

How Individual Disability Income Insurance Works

Summary: How Individual Disability Income Insurance Works provides further detail concerning the functioning of individual disability income insurance policies for those who are already familiar with the basics of this type of insurance.

Price: $35 LOMA Members; $70 Nonmembers

How Individual Medical Expense Insurance Works

Summary: This course describes the operation of individual medical expense insurance policies in the United States.

Price: $35 LOMA Members; $70 Nonmembers

How Insurance Companies Make Money

Summary: This course presents the operations of insurance companies from a financial perspective. Students are introduced to the essential components of both insurance company profit and profitability.

Price: $90 LOMA Members; $180 Nonmembers

How Insurance Companies Pay Life Claims

Summary: This course examines the steps involved in examining and paying life insurance claims. Students will learn about the people and philosophy involved with claim administration.

Price: $35 LOMA Members; $70 Nonmembers

Individual Life Insurance Policy Provisions

Summary: This course describes the standard provisions typically included in individual life insurance policies, focusing on the rights they grant to the policyowner and the insurer and the limitations they impose on the coverage provided under the policy.

Price: $35 LOMA Members; $70 Nonmembers

Individual Life Insurance Underwriting

Summary: Insurance underwriting is the process of assessing and classifying the degree of risk represented by a proposed insured and making a decision to accept or decline that risk.

Price: $35 LOMA Members; $70 Nonmembers

Interacting Effectively with Agents

Summary: This course describes interactions with some of an insurance company's most important customers—its agents.

Price: $35 LOMA Members; $70 Nonmembers

Intro to Annuities

Summary: This course presents and defines the essentials of the annuity contract, as well as the roles of the insurer and the contract owner in the formation of an annuity contract.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Life and Health Insurance Products

Summary: This tutorial describes how life and health insurance can be used to help manage risk and the role of insurers in the economy and the financial services industry and details the characteristics of the various types of life and health insurance products.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Life Insurance

Summary: This course describes how life insurance can be used to help manage risk and the role of insurers in the economy and the financial services industry.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Regulatory Compliance: Health Insurance

Summary: This tutorial provides a comprehensive review for students needing to learn about the laws and regulations affecting health insurance in the United States.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Regulatory Compliance: Life Insurance and Annuities

Summary: This tutorial provides a comprehensive review for students needing to learn about the laws and regulations affecting life insurance and annuities in the United States.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Regulatory Compliance: Life, Health, and Annuities

Summary: This tutorial provides a comprehensive review for students needing to learn about the laws and regulations affecting life insurance, health insurance, and annuities in the United States.

Price: $90 LOMA Members; $180 Nonmembers

Intro to Underwriting

Summary: This course presents the process that insurers use to underwrite life insurance.

Price: $55 LOMA Members; $110 Nonmembers

Introduction to Advanced Markets

Summary: Helps producers understand the concepts that will help them sell in the advanced markets.

Price: $53 LOMA Members; $79 Nonmembers

Introduction to Long-Term Care Insurance

Summary: Introduction to Long-Term Care describes the growing importance of long-term care (LTC) as an issue for many individuals and for society as a whole.

Price: $90 LOMA Members; $180 Nonmembers

Introduction to Needs Selling

Summary: This course explains the importance of needs selling, that is the process a producer follows to design an insurance portfolio that meets the client's needs and those of his family and other dependents.

Price: $55 LOMA Members; $110 Nonmembers

Introduction to Risk and Insurance

Summary: This course explains the concept of risk and the various techniques that a person or organization can use to manage risk, including transferring risk through the mechanism of insurance.

Price: $35 LOMA Members; $70 Nonmembers

Key Employee

Summary: Identifies key employees and explains why businesses need key employee coverage.

Price: $38 LOMA Members; $56 Nonmembers

Life Insurance Policy Comparisons and Underwriting

Summary: This basic-level course provides information on the nature and uses of life insurance, insurance applications and receipts, mortality and rating, underwriting processes and actions, term life insurance, whole life products…

Price: $45 LOMA Members; $68 Nonmembers

Life Insurance Policy Ownership Rights

Summary: This course describes the basic ownership rights granted to the policyowner under most individual life insurance policies.

Price: $35 LOMA Members; $70 Nonmembers

Life Insurance Supplemental Benefits

Summary: This course provides information about three basic categories of supplemental benefits—disability benefits, accidental death benefits, and accelerated death benefits.

Price: $35 LOMA Members; $70 Nonmembers

LOMA 280: Principles of Insurance: Life, Health, and Annuities

Summary: 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.

Price: $200 LOMA Members; $300 Nonmembers

LOMA 281: Meeting Customer Needs with Insurance and Annuities

Summary: This introductory course is appropriate for anyone who is looking for an engaging way to learn the basics of life insurance and annuity products and how these products meet customer needs.

Price: $160 LOMA Members; $320 Nonmembers

LOMA 286: Principles of Financial Services and Products

Summary: LOMA 286 surveys the major categories of financial services - cash management, credit, asset protection, asset accumulation and management, and asset distribution.

Price: $200 LOMA Members; $300 Nonmembers

Long-Term Care

Summary: A more detailed look at long-term care than provided in Long-Term Care Concepts. Focuses less on prospecting and selling LTC insurance and more on developing product knowledge.

Price: $50 LOMA Members; $75 Nonmembers

Long-Term Care Concepts

Summary: This overview of long-term care insurance begins by presenting the need for long-term care and analyzing different ways of paying for it.

Price: $41 LOMA Members; $62 Nonmembers

Medicare and Medigap Insurance

Summary: Provides thorough coverage of Medicare and Medigap supplement insurance. Discusses Medicare eligibility and enrollment procedures, and explains how claims are paid.

Price: $41 LOMA Members; $62 Nonmembers

Overview of Cash Value Life Insurance

Summary: This course details the characteristics of the various types of individual life insurance products that provide a cash value and the policyowner’s ownership rights in a life insurance policy.

Price: $35 LOMA Members; $70 Nonmembers

Overview of Disability Income Insurance

Summary: This course describes the operation of individual and group disability income insurance policies.

Price: $35 LOMA Members; $70 Nonmembers

Overview of Insurance Company Financial Management

Summary: This course provides an overview of the financial management of an insurance company.

Price: $35 LOMA Members; $70 Nonmembers

Overview of Life Insurance Accounting

Summary: Overview of Life Insurance Accounting discusses the personnel, responsibilities, and operations that are associated with life insurance accounting.

Price: $35 LOMA Members; $70 Nonmembers

Overview of Life Insurance Products

Summary: This course defines life insurance terms and describes the characteristics and features of term, cash value, and endowment insurance.

Price: $35 LOMA Members; $70 Nonmembers

Overview of Medical Expense Insurance

Summary: This course describes the various types of medical expense insurance coverage available in the United States.

Price: $35 LOMA Members; $70 Nonmembers

Overview of Term Life Insurance

Summary: This course details the characteristics of the various types of individual term life insurance products and the policyowner’s ownership rights in a life insurance policy.

Price: $35 LOMA Members; $70 Nonmembers

Reinsurance Basics

Summary: This course identifies the main types of reinsurance and describes the relationships between insurers, reinsurers, and retrocessionaires.

Price: $55 LOMA Members; $110 Nonmembers

Reinsurance Operations Overview

Summary: This course describes the marketing, regulation, and administration of reinsurance. You will learn how reinsurance agreements are negotiated and how insurer licensing rules and financial condition requirements regulate reinsurance agreements.

Price: $35 LOMA Members; $70 Nonmembers

Reinsurance Overview

Summary: Reinsurance Overview is an online course designed to provide an introduction to the fundamentals of reinsurance activities in the insurance industry.

Price: $35 LOMA Members; $70 Nonmembers

Replacement of Life Policies and Annuities

Summary: This course provides a thorough examination of internal and external replacements of life insurance policies and annuities.

Price: $35 LOMA Members; $70 Nonmembers

Sales Training for Insurance Producers

Summary: This course provides a detailed discussion of the activities in the personal selling process and the skills producers need to perform these activities.

Price: $90 LOMA Members; $180 Nonmembers

The Insurance Sales Process

Summary: This course describes the importance of personal selling for insurance companies and the steps included in the insurance sales process.

Price: $35 LOMA Members; $70 Nonmembers

Universal Life Basics

Summary: This fundamental course teaches the features of a universal life insurance policy and how it works.

Price: $39 LOMA Members; $58 Nonmembers

Variable Life Insurance

Summary: Variable Life Insurance is a comprehensive examination of variable life insurance and discussion of the general investment features, risks, suitability issues, and regulatory requirements associated with investing in variable life insurance.

Price: $45 LOMA Members; $68 Nonmembers

Variable Universal Life Basics

Summary: Teaches the basics of flexible-premium variable life insurance and shows producers how variable universal life (VUL) policies work, including the new SPVUL policies.

Price: $39 LOMA Members; $58 Nonmembers

Management & LeadershipA New Manager’s Responsibilities and Fears

Summary: Promotion to management is obviously welcome and something to celebrate, but when the initial excitement is over, you may begin to wonder about your new responsibilities.

Price: $90 LOMA Members; $180 Nonmembers

A New Manager’s Role in the Company’s Future

Summary: Perhaps one of the most exciting and challenging changes that comes with moving into a management role is the need to take a more strategic view of the work you are doing.

Price: $90 LOMA Members; $180 Nonmembers

Becoming a Manager

Summary: Moving into a first management role represents possibly one of the biggest changes in your working life. The transition from player to manager is an exciting, but challenging, one.

Price: $90 LOMA Members; $180 Nonmembers

Beginning the Change Process

Summary: This course will help you to understand whether change, from whatever source, is really necessary; enable you to lead change effectively; and equip you with strategies to make a compelling case for change.

Price: $55 LOMA Members; $110 Nonmembers

Communication During Organizational Change

Summary: Change can be shocking to you and your co-workers. By definition, it is a time of uncertainty and, therefore, turbulence, and it puts relationships under strain.

Price: $55 LOMA Members; $110 Nonmembers

Competencies for Tomorrow’s Managers

Summary: This course will teach you how to develop your employees through influence and inspired guidance.

Price: $90 LOMA Members; $180 Nonmembers

Continuous Performance Assessment

Summary: This course shows you how to make performance appraisal a continuous process.

Price: $55 LOMA Members; $110 Nonmembers

Dynamics of Leadership

Summary: In this course, you'll learn how to become a leader; how to train yourself and others to lead; how to build effective relationships; and how to build strong, long-lasting coaching relationships.

Price: $55 LOMA Members; $110 Nonmembers

Energizing and Empowering Employees

Summary: This course introduces you to the importance of energizing and empowering employees.

Price: $35 LOMA Members; $70 Nonmembers

Foundations for Business Execution

Summary: This course will provide you with the basic information you need to create an execution culture in your organization.

Price: $90 LOMA Members; $180 Nonmembers

Handling Organizational Change Simulation

Summary: You are a senior product manager in the marketing and consumer research department of Asha Greetings Inc., a multimedia conglomerate with products ranging from gift items and souvenirs to television productions.

Price: $35 LOMA Members; $70 Nonmembers

Incorporating Change in Your Organization

Summary: This course provides you with the skills and strategies you need to embed and sustain change, and then move forward toward continual improvement and collaborative working.

Price: $55 LOMA Members; $110 Nonmembers

Lead and Communicate Effectively as a New Manager

Summary: As a new manager, it is important that you understand that leadership is about giving direction, but it is also crucial that you realize that it also involves trusting and empowering your staff.

Price: $90 LOMA Members; $180 Nonmembers

Leadership and Change

Summary: Take a minute to think of people whom you consider to be exemplary leaders—people who led their organizations to greatness. What are the events or actions that led you to believe these leaders were exemplary?

Price: $35 LOMA Members; $70 Nonmembers

Leading Change from the Front Line

Summary: This course explains the ways you can find out if others want the change so that you know ahead of time what kind of resistance your idea will face.

Price: $35 LOMA Members; $70 Nonmembers

Management Development for Technical Professionals

Summary: This course will assist you in a self-assessment process that is essential to your efforts to become an effective manager.

Price: $55 LOMA Members; $110 Nonmembers

Managing Through the Change

Summary: This course gives you an insight into the types of issues that will face you and your employees, and provides you with guidance to ensure that you can support your employees and deal with the inevitable difficulties that will arise.

Price: $55 LOMA Members; $110 Nonmembers

Preparing for Business Crises

Summary: This course starts by providing basic background information on business crises.

Price: $35 LOMA Members; $70 Nonmembers

Preparing for Change

Summary: When the organization you work for changes, and demands that you change along with it, wariness and uncertainty are natural. Change signals the end of the tried, trusted, and familiar. But change is also a new beginning.

Price: $55 LOMA Members; $110 Nonmembers

Reviewing Performance

Summary: This course gives sound practical advice about how to handle the appraisal of someone who is a consistently poor performer.

Price: $55 LOMA Members; $110 Nonmembers

Succession Planning Overview

Summary: This course introduces you to succession planning—the planning process of identifying, assessing, and developing leadership and talent for future vacancies.

Price: $35 LOMA Members; $70 Nonmembers

Succession Planning Strategies

Summary: This course explains how to begin the succession planning process.

Price: $55 LOMA Members; $110 Nonmembers

Supervisory Updates

Summary: This course examines many of the major concerns facing the securities markets as a whole and highlights member's specific supervisory responsibilities when dealing with the public.

Price: $45 LOMA Members; $68 Nonmembers

The Manager as Coach and Counselor

Summary: In this course you'll learn to take people from adequacy to excellence.

Price: $90 LOMA Members; $180 Nonmembers

The Mark of a Leader

Summary: If you feel that you've been overmanaging and underleading, this course is for you.

Price: $55 LOMA Members; $110 Nonmembers

Project ManagementAn Introduction to Project Management

Summary: In this course, learners will be given an overview of the project management discipline.

Price: $35 LOMA Members; $70 Nonmembers

Ethics and Professional Knowledge

Summary: This course teaches prospective project managers techniques for making ethical choices; contract elements for legal requirements, and how to manage conflicts of interest.

Price: $55 LOMA Members; $110 Nonmembers

Executing, Monitoring and Controlling, and Closing a Project

Summary: The goal of the course is to provide learners with up-to-date knowledge that can either assist in preparing them for the PMI® Project Management Professional (PMP) certification exam or prepare them to be more effective, hands-on project managers.

Price: $35 LOMA Members; $70 Nonmembers

Introduction to IT Project Management

Summary: From this course you will gain valuable insight into project management with a special focus on managing IT projects.

Price: $55 LOMA Members; $110 Nonmembers

Introduction to Project Process Groups and Initiating a Project

Summary: In this course, learners will identify the five Process Groups—Initiating, Planning, Executing, Monitoring and Controlling, and Closing.

Price: $35 LOMA Members; $70 Nonmembers

Project Lifecycles and Stakeholders

Summary: In this course, learners will be introduced to concepts and information about project lifecycles.

Price: $35 LOMA Members; $70 Nonmembers

Project Planning

Summary: In this course, learners will be introduced to the purpose of the Planning Process Group and its associated processes.

Price: $35 LOMA Members; $70 Nonmembers

Property/Casualty InsuranceAdvanced Personal Lines

Summary: Explores limitations in traditional insurance policies that may leave many customers unprotected.

Price: $51 LOMA Members; $76 Nonmembers

Homeowners 2000 Coverage

Summary: Analyzes ISO's latest edition of the Homeowners policy program. Focuses on the Homeowners 3 Special form, and then examines the differences in the Homeowners 2, 4, 5, 6, and 8 forms.

Price: $43 LOMA Members; $64 Nonmembers

Interpreting Medical Reports

Summary: An introduction to medical terms and human anatomy from a claims perspective. Employees gain the skills and confidence to competently handle medical claims.

Price: $36 LOMA Members; $54 Nonmembers

Legal Concepts and Doctrines

Summary: A guide to the legal concepts on which insurance is based. Covers criminal, civil, contract, and tort law; intentional torts; negligence; and strict liability. Other legal terms and concepts important to insurance are included.

Price: $45 LOMA Members; $67 Nonmembers

Medical Tests and Signs

Summary: Plain-language explanations and illustrations introduce diagnostic tools and relate them to the physical conditions commonly seen in medical claims.

Price: $36 LOMA Members; $54 Nonmembers

Personal Auto Coverage

Summary: Analyzes each provision of ISO's current Personal Auto policy and important policy endorsements. Students also learn about "no fault" insurance and the main factors in determining personal auto premiums.

Price: $43 LOMA Members; $64 Nonmembers

Personal Auto Rating

Summary: Teaches employees how to rate Personal Auto coverages. Students use a sample rating manual to rate simple and complex applications.

Price: $51 LOMA Members; $76 Nonmembers

Personal Inland Marine and Watercraft Coverages

Summary: Provides an analysis of inland marine contracts that offer specific coverage for an insured's valuables, as well as the three major types of personal watercraft policies and the coverages usually included.

Price: $51 LOMA Members; $76 Nonmembers

Property-Casualty Concepts

Summary: An orientation that teaches career-track insurance professionals to identify the types of risk each policy covers, and the important coverages, exclusions and conditions of each contract.

Price: $51 LOMA Members; $76 Nonmembers

Property-Casualty Principles

Summary: Provides quick orientation to the P-C industry and can be completed in the first week on the job. Teaches new employees how the insurance industry operates and the contribution insurance makes to our world.

Price: $34 LOMA Members; $51 Nonmembers

Umbrella Liability Coverage

Summary: An overview of the major coverages, exclusions and conditions typically included in personal and commercial umbrella policies.

Price: $51 LOMA Members; $76 Nonmembers

Workers Compensation Coverage

Summary: Analysis of the NCCI's Workers Compensation and Employers Liability policy and the principal features of workers comp and current issues on workers compensation.

Price: $45 LOMA Members; $67 Nonmembers

ReinsuranceReinsurance Basics

Summary: This course identifies the main types of reinsurance and describes the relationships between insurers, reinsurers, and retrocessionaires.

Price: $55 LOMA Members; $110 Nonmembers

Reinsurance Operations Overview

Summary: This course describes the marketing, regulation, and administration of reinsurance. You will learn how reinsurance agreements are negotiated and how insurer licensing rules and financial condition requirements regulate reinsurance agreements.

Price: $35 LOMA Members; $70 Nonmembers

Reinsurance Overview

Summary: Reinsurance Overview is an online course designed to provide an introduction to the fundamentals of reinsurance activities in the insurance industry.

Price: $35 LOMA Members; $70 Nonmembers

Retirement PlanningBasic Investment Concepts

Summary: This course discusses crucial, fundamental concepts that people should know about investing money.

Price: $35 LOMA Members; $70 Nonmembers

Overview of Retirement Plans

Summary: Perfect for those unfamiliar with the topic, this course provides an overview of various types of individual and employer-sponsored retirement savings plans.

Price: $35 LOMA Members; $70 Nonmembers

Retirement Planning

Summary: Focuses on the necessity and benefits of proper retirement planning and preparation followed by a discussion of the various sources of retirement income.

Price: $40 LOMA Members; $60 Nonmembers

Retirement Planning Concepts

Summary: Learn how to help clients estimate the income they will need at retirement and evaluate how to reach their target income. Explains the basic sources of retirement income.

Price: $50 LOMA Members; $75 Nonmembers

Sales TrainingBuilding a Winning Sales Team

Summary: This course delivers answers by presenting information and tools that you can use to define your sales team and identify stages of sales team development.

Price: $90 LOMA Members; $180 Nonmembers

Distributing Insurance Through Agents

Summary: Most life insurance is distributed through insurance agents, also referred to as producers. In this course, you will learn about many aspects of agent-based distribution.

Price: $35 LOMA Members; $70 Nonmembers

Field Sales Foundations

Summary: This course builds the foundation for a strategy that changes the customer's perception of the salesperson from a mere vendor to a consultant and true business resource.

Price: $55 LOMA Members; $110 Nonmembers

Introduction to Needs Selling

Summary: This course explains the importance of needs selling, that is the process a producer follows to design an insurance portfolio that meets the client's needs and those of his family and other dependents.

Price: $55 LOMA Members; $110 Nonmembers

Motivating a Winning Sales Team

Summary: In this course, you'll learn how to keep sales teams motivated by creating a team identity, building team morale, and rewarding your team.

Price: $55 LOMA Members; $110 Nonmembers

Negotiating to Mutual Benefit

Summary: This course demonstrates the stages and rules that will gain you a win/win solution, and with it long-term business.

Price: $55 LOMA Members; $110 Nonmembers

Planning Your Field Sales Approach

Summary: This course demonstrates how to generate effective account profiles, emphasizing the information needed for effective field sales pre-call planning.

Price: $55 LOMA Members; $110 Nonmembers

Prepare for Success

Summary: The success of any executive-level sale is founded on the preparation that is completed before contact is made.

Price: $55 LOMA Members; $110 Nonmembers

Presenting Your Proposition

Summary: This course is about giving you the confidence, not only to present, but also to get commitment from your customer.

Price: $55 LOMA Members; $110 Nonmembers

Progressing through the Complex Sale

Summary: High-value purchases impact across the whole organization. So it's not surprising that these buying decisions are made by those at the top.

Price: $55 LOMA Members; $110 Nonmembers

Sales Communications Essentials

Summary: This course will help you to strengthen your sales communications skills, enabling you to communicate your value proposition with more persuasive power.

Price: $90 LOMA Members; $180 Nonmembers

Sales Communications Foundations

Summary: This course will help you to understand the fundamentals of interpersonal communications.

Price: $90 LOMA Members; $180 Nonmembers

Sales Math 101: Developing a Sales Plan for Success

Summary: This course presents a series of mathematical tools that can be used to quantify a sales plan for success, and a time management model for getting the greatest return on the most important asset any sales professional has to sell: time.

Price: $55 LOMA Members; $110 Nonmembers

Sales Training for Insurance Producers

Summary: This course provides a detailed discussion of the activities in the personal selling process and the skills producers need to perform these activities.

Price: $90 LOMA Members; $180 Nonmembers

Strategic Planning

Summary: Selling high-value contracts is fiercely competitive, with buyers setting stringent criteria by which to judge prospective key suppliers.

Price: $55 LOMA Members; $110 Nonmembers

The Insurance Sales Process

Summary: This course describes the importance of personal selling for insurance companies and the steps included in the insurance sales process.

Price: $35 LOMA Members; $70 Nonmembers

The Profession of Selling

Summary: This course is designed to present the principles, strategies and skills that - when integrated into your sales career - will help you reach your personal and professional goals.

Price: $55 LOMA Members; $110 Nonmembers

Using Business Tools to Manage Sales Teams

Summary: Managing your team is an important part of your job as a sales manager, but it isn't the only hat you wear.

Price: $55 LOMA Members; $110 Nonmembers

Securities & SuitabilityAsset Allocation

Summary: Designed to provide you with a fundamental knowledge of the concepts of asset allocation.

Price: $36 LOMA Members; $54 Nonmembers

Capital Markets I

Summary: Part one of the two-part Capital Markets course provides a review of the various segments of the capital markets with a focus on the instruments traded in these market segments.

Price: $35 LOMA Members; $53 Nonmembers

Capital Markets II

Summary: Part two of the Capital Markets course provides a comprehensive review of the activities of the capital markets.

Price: $35 LOMA Members; $53 Nonmembers

Ethical Practices

Summary: Helps establish your company's ethical standards for life agents, managers and marketing support personnel with discussions on conducting in the client's best interest, needs selling, ongoing service, and much more.

Price: $41 LOMA Members; $62 Nonmembers

Ethics

Summary: This course is designed to help producers recognize some of the ethical dilemmas they may encounter in their careers, providing guidance on the attitudes and specific conduct that is expected.

Price: $41 LOMA Members; $62 Nonmembers

Insurance Ethics and Consumer Protection

Summary: Shows why ethical conduct is good business for insurance professionals. Appropriate for life/health and property-casualty staff and producers.

Price: $39 LOMA Members; $58 Nonmembers

Mutual Funds Concepts

Summary: Explains how mutual funds work, the advantages of mutual funds as investments, applicable tax laws and basic regulation and compliance issues.

Price: $45 LOMA Members; $68 Nonmembers

India Course Dates, Venue & Timings:

Sl.No. State City Batch1-Date Batch1-Date Batch2-Date Batch2-Date Batch3-Date Batch3-Date Batch4-Date Batch4-Date Venue Contact
1 Andhra Pradesh Vijayawada 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Vijayawada- Spectramind , DBS center Vijay
2 Andhra Pradesh Vizac/ Vishakhapatnam 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Vizac- SpectraMind , Naga Chambers, Level 3 & 4, D/No. 12-1-16 Plot No. 49, Survey No 1051, Opposite HDFC bank, Waltair Main Road, Visakhapatanam, 530002 Vijay
3 Assam Guwahati 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
4 Assam Dibrugarh 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
5 Bihar Patna 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 DBS Center, Patna Jason
6 Calicut Kozhikode 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
7 Chhattisgarh Raipur 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 DBS center ,Raipur Jason
8 Delhi Delhi 23-Jan’16 24-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND,Paharpur Business Centre, 21, Nehru Place Greens, New Delhi - 110019 Rama Gopal :
9 Goa Goa 7-Dec’15 14-Dec’15 21-Dec’15 28-Dec’15 1-Jan’16 5-Jan’16 1-Feb’16 5-Feb’16 SPECTRAMIND Kaushik
10 Gujarat Ahmedabad 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Ahmedabad - SpectraMind, 101 – 104, GCP Business Centre, Opp. Memnagar Fire Station, Vijay Cross Road, Memnagar, Ahmedabad, 380014 Mr.Alok
11 Gujarat Vadodara 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Ahmedabad - SpectraMind, 101 – 104, GCP Business Centre, Opp. Memnagar Fire Station, Vijay Cross Road, Memnagar, Ahmedabad, 380014 Mr.Alok
12 Haryana Gurgaon 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Gurgaon - SpectraMind, Level 9, Spaze i-Tech Park, A1 Tower, Sector - 49, Sohna Road, Gurgaon, 122018 Rama Gopal :
13 Haryana Chandigarh 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Chandigarh - SpectraMind, Level 4, Tower-A, Godrej Eternia, plot number 70, Industrial Area 1, Haryana, Chandigarh Kavita
14 Jammu and Kashmir Jammu 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
15 Jammu and Kashmir Srinagar 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
16 Jharkhand Ranchi 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
17 Karnataka Bangalore 16-Jan’16 17-Jan’16 ** 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND,DBS center , Cunningham road , Bangalore Namratha
18 Karnataka Mysore 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 DBS center , Mysore Namratha
19 Karnataka Hubli 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 DBS center , Hubli Namratha
20 Kerala kochi - - - - 2-Jan’16 3-Jan’16 6-Feb’16 7-Feb’16 SPECTRAMIND,ThomasMount ,ICTA Building,Changampuzha Nagar P.O.,Cochin- 682033 Mr.Manoj:
21 Kerala Trivandrum 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Hotel Classic Avenue, Thampanoor, Trivandrum, Kerala. Mr.Manoj
22 Madhya Pradesh Indore 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Indore – SpectraMind , DNR 90, Unit Nos. 301, 3rd floor, 569/3, MG Road, Indore, 452003 Arun
23 Maharshtra Nagpur 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
24 Maharashtra Mumbai **23-Jan’16 24-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND,DBS Heritage,Prescot Road,Opp. Cathedral Sr. School,Fort, Mumbai 400001. DBS Heritage (From Airport instruct the car / cab driver to drive to Fort, FashionStreet. It’s near Siddharth College, Budha Bhavan. Also there are schools like J. P. Pettit School & Cathedral Sr. School Mr.Vasudev
25 Maharashtra Pune 30-Jan’16 31-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND,Panchasheel tech park,Yerwada, Pune Mr.Manish
26 Manipur Imphal 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
27 Nagaland Dimapur 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
28 Orissa Bhubaneshwar 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Vani Vihar, Bhubaneshwar Mr. Satya Deep
29 Rajasthan Jaipur 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 DBS center,Jaipur Mr.Manish
30 Rajasthan Udaipur 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
31 Tamilnadu Chennai 9-Jan’16 10-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND,CHENNAI, CitiCentre , Level 6, 10/11 Dr.Radhakrishna Salai,Chennai,Tamil Nadu,600 004,India Mr.Balaji
32 Tamilnadu Coimbatore 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Coimbatore , SpectraMind ‘Srivari Srimath”, 3rd floor, Door No.1045,Avinashi Road, Coimbatore, 641 018 Mr.Balaji
33 Telangana Hyderabad 4-Jan’16 10-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND , Flat 617, 6th Floor ,Annapurna block, Aditya enclave, Ameerpet, Hyderabad-500016 Jason
34 Uttar Pradesh Varanasi 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik
35 Uttar Pradesh Noida 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Noida - SpectraMind, Tapasya Corp Heights, Ground Floor, Sector 126, Uttar Pradesh, Noida Rama Gopal :
36 Uttar Pradesh Lucknow 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 Lucknow – SpectraMind , 4th Floor, Halwasiya Court, Hazratganj, Uttar Pradesh, Lucknow, 226001 Mr.Sandeep
37 Westbengal Kolkata 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SpectraMind , The Legacy, 1st Floor, 25-A, Shakespeare Sarani, Kolkata, 700017 Mr.Hamid :
38 West Bengal Bagdogra 16-Jan’16 17-Jan’16 6-Feb’16 7-Feb’16 5-Mar’16 6-Mar’16 2-Apr’16 3-Apr’16 SPECTRAMIND Kaushik

Pls send us your query , will answer back within 24Hrs: Thanks in advance for contacting us

First name, last name
Organization/Company
Leave blank if none
City
Country
Email
Your message
Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-ShareAlike 3.0 License