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Life, Annuity & Health Exams

Life & Annuity Third-Party Exams

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  • CLU Program
    The CLU® is backed by The American College, the leader in financial services education and holder of the highest level of academic accreditation. The CLU® is administered by industry thought leaders and will give you the tools you need to provide your clients with insurance solutions, such as: • Personal and business risk management • Retirement and estate planning • Business succession • Life insurance, tax, annuities and income replacement

  • CLU HS 311
    HS 311 Fundamentals of Insurance Planning focuses on the role of planning for insurance needs. Covers basic concepts in risk management and insurance, insurance industry operations, legal principles pertaining to this industry, and regulation of insurers. Examines social insurance, life insurance and annuities, medical and disability income insurance, long-term care insurance and personal property and liability insurance. Concludes with an overview of commercial property and liability insurance and a case study.

  • CLU HS 323
    HS 323 Individual Life Insurance focuses on life insurance policies and annuities available for the personal needs of individuals and their use in financial planning. Covers individual insurance products and insurance reserves regulation. Also covers insurance company organization, operations and investments.

 

LOMA

  • FLMI Program
    The Fellow, Life Management Institute (FLMI) Program is a 10-course professional development program that provides a comprehensive business education in the context of the insurance and financial services industry. Established in 1932, the FLMI Program is the world’s largest university level education program in insurance and financial services.

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

  • LOMA 290
    Insurance Company Operations describes how life insurance companies operate in today’s global environment: how they are organized, how they are managed, and the roles of functional and support units in developing, distributing, issuing, and administering life insurance and annuity products.

  • LOMA 281
    Meeting Customer Needs with Insurance and Annuities is part of the Need 2 Know series, LOMA 281 is an online course that uses a variety of media to teach principles of insurance, insurance products, and the policyowner’s contractual rights. The course describes the features of individual and group life insurance and annuity products, and emphasizes how insurance companies serve customers and meet customer needs through the products they provide.

  • LOMA 291
    Improving the Bottom Line: Insurance Company Operations is part of the Need 2 Know series, LOMA 291 is an online course that uses a variety of media to teach operations, functions, and product development basics unique to the insurance organization. In addition, the course will teach that (1) a company’s success depends on its operational efficiency and effectiveness and (2) every employee has a role in ensuring the company’s financial success.

  • LOMA Insurance Immersion
    Insurance Immersion provides the essential knowledge and tools necessary for success. It’s ideal for managers and experienced/credentialed professionals (Audit, IT, HR, Training, and Accounting staff) who need a broad understanding of life insurance and annuities.