2021

The Ed Rep Guidebook 2 The 2021 issue of The Ed Rep Guidebook The Ed Rep Guidebook 2021 EDITION

Quick Reference Introduction

LOMA...... 800-ASK-LOMA As an Educational Representative (Ed Rep), you play a crucial 6190 Powers Ferry Road 800-275-5662 role in the continuing professional development of your company’s Suite 600 770-951-1770 employees and the success of LOMA’s Programs. Your responsibili- Atlanta, GA 30339 ties are important, and your contributions are greatly appreciated by LOMA. Website...... www.loma.org The 2021 issue of The Ed Rep Guidebook (Guidebook) contains Contact Center 800-ASK-LOMA, option 1 valuable information to assist you in carrying out your Ed Rep 800-275-5662, option 1 responsibilities. The Guidebook, along with the LOMA Profes- 770-984-3761 sional Development Catalog, will familiarize you with LOMA’s 770-984-6415 (fax) policies and procedures. Please read this Guidebook carefully [email protected] and keep it for future reference.

LOMA Learning System...... https://learning.loma.org This Guidebook is intended for Ed Rep use only. All student ED Rep Tools...... https://edreptools.loma.org information is included in the LOMA Professional Development Catalog and on LOMA’s website at www.loma.org.

Copyright All statements in this Guidebook are for informational purposes only and should not be construed as the basis of a contract between a student or participating organization and LOMA. While provisions of this Guidebook will ordinarily be applied as stated, LOMA reserves the right to change any provision without notice to the students. Every effort will be made to keep company Ed Reps advised of any changes. Ed Reps are not agents of LOMA. Copyright © 2021 LL Global, Inc. All rights reserved. This text, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic or mechanical, including photo- copying, recording, storage in an information retrieval system, or otherwise, without prior written permission of the publisher. LL Global, Inc. is a Connecticut nonprofit corporation having an operating division known as LOMA (collectively hereinafter referred to as “LOMA”). “LOMA®”, and “I*STAR®” are registered service marks of LL Global Inc., and use for purposes not authorized by LL Global, Inc. is prohibited. The 2021 issue of The Ed Rep Guidebook 3

Table of Contents

Ed Rep Role...... 4 Grades and Awards...... 15 What is an Ed Rep?...... 4 Paper Exam Grading Process...... 15 Getting Started...... 4 Answer Sheets, Faulty Items, and Grades...... 15 Promoting LOMA Programs...... 4 Exam Question Challenge...... 15 Publicizing Enrollment...... 4 Digital Badges and Printed Awards...... 15 Whom to Contact at LOMA...... 4 Recognizing Students’ Accomplishments...... 16 Additional LOMA Contacts Chart...... 5 Designation Conferment...... 16 Ed Rep Resources and Tools...... 6 Policies...... 17 LOMA Professional Development Catalog...... 6 Establishing LOMA’s Policies...... 17 Additional Promotional Materials...... 6 Ed Rep Change...... 17 Online Resources for Ed Reps...... 6 Failing Grades...... 17 LOMA Societies...... 7 Did-Not-Sit...... 17 LOMA Forms...... 7 Regrading Paper Exams...... 17 LOMA’s Electronic Library of Textbooks...... 7 Old Exams...... 17 Administering Designation Programs...... 8 Calculators...... 17 LOMA’s Learning System...... 8 Due Process Policy...... 17 Ed Rep Tools...... 8 LOMA Privacy Policies...... 18 Enrolling Students for Exams...... 9 Credit for LOMA Courses...... 19 I*STAR Examination Availability...... 9 I*STAR Coordination with Curriculum Changes...... 9 Academic Credit from Traditional Colleges and Universities...... 19 Proctoring Regulations...... 9 I*STAR Procrastination...... 9 LOMA Courses and Other Insurance Industry Programs...... 19 Paper Exams...... 10 Designation Programs Known to Require or Grant Credit Enrolling Students for Paper Exams...... 10 for LOMA Courses Chart...... 20 Missed Enrollment Deadline Policy...... 10 Administering LOMA Short Courses...... 21 Enrollment Cancellations and Transfers Facilitated Learning Programs...... 21 from Student-to-Student...... 10 Learning Live Series...... 21 Current Enrollments Report...... 11 Insurance Immersion...... 21 Student Use of LOMA’s Learning System...... 11 Strategic Leadership Development...... 21 Study Materials...... 12 Guidelines for Use of Online Interactive Courses...... 12 LOMA and LL Global, Inc., Materials...... 21 Text-Based Courses...... 12 Course Portals...... 12 Academic Institutions Known to Grant Credit for LOMA Courses...... 22 Classes...... 13 Glossary...... 26 Offering LOMA Self-Study Courses in a Classroom Setting...... 13 Exam Administration...... 13 Self-Proctored Exams...... 13 Proctored Exams...... 13 Key Details for Successful Proctored Exam Administration...... 13 Proctoring Paper Exams...... 14 Steps for Administering Paper Exams...... 14 Proctored Exam Length...... 14 Students with Disabilities...... 14 Course Extensions...... 14 Retakes...... 15 4 The 2021 issue of The Ed Rep Guidebook

Ed Rep Role What is an Ed Rep? Educational Representatives (Ed Reps) oversee and manage please contact LOMA’s Member Solutions Department at LOMA education programs within their organizations. As the Ed [email protected]. LOMA will happily provide you with Rep, you play a crucial role in the development and maintenance of a variety of materials for the event. an educational culture at your organization. LOMA holds Ed Reps in the highest regard as integral to the successful administration Publicizing Enrollment of LOMA Education Programs at your respective organizations. The following suggested methods can be tailored to complement Your responsibilities will include: your company’s unique communications when publicizing enrollment: „ Promoting LOMA programs „ Publish an article mentioning your company’s incentives „ Overseeing enrollments and exams and awards for participating in LOMA programs in all „ Ensuring LOMA’s policies and procedures are followed company publications and newsletters. „ Ordering study materials when needed „ Distribute interoffice memos regarding programs and „ Maintaining student records procedures, both via hard copy and e-mail. „ Motivating and encouraging employees as they work toward „ Display notices and posters on bulletin boards. LOMA designations „ Download brochures, flyers, or textbook covers and publish „ Coordinating award and recognition programs them on your company’s intranet or electronic bulletin board. „ Handling all matters relating to these programs including those of a complex or confidential nature „ Make it easy for interested students to contact you by including your name, telephone number, fax number, Each LOMA member company must have one Primary Ed Rep. e-mail address, etc., on all informational materials. Each location can have one, many, or no Secondary Ed Reps. Both Ed Reps have the same rights and access to LOMA’s learning Whom to Contact at LOMA system and computerized testing system. The Primary Ed Rep will receive the designation awards earned each quarter as well as the LOMA makes every effort to support and assist our Ed Reps. monthly enrollment invoices. Your primary contacts at LOMA will be the Business Agents in the Contact Center. Although many answers to your questions Getting Started can be found in this Guidebook, online at www.loma.org, or in the As a new Ed Rep, you should begin your training by reviewing current LOMA Professional Development Catalog, it is sometimes the Ed Rep Training Series videos at necessary to contact someone at LOMA directly. Please feel free http://www.loma.org/EdReps/Resources/Videos.aspx. to call, fax, or e-mail the Contact Center with any questions or concerns you or your students may have on the following topics: These 10 – 15 minute videos provide a great overview of your role as an Ed Rep with LOMA. „ Awards (certificates and replacements, digital badges) Promoting LOMA Education Programs „ Courses passed „ Curriculum content (for textbooks, TPGs, Course Portals, LOMA provides brochures on a variety of our education programs. PDFs, etc.) All brochures, flyers, and presentations can be found online at https://www.loma.org/EdReps/Promoting.aspx and are available „ Ed Rep changes free of charge from LOMA. Also, we encourage Ed Reps to link „ The Ed Rep Guidebook (orders, unanswered questions) the electronic version of the LOMA Professional Development „ Processing enrollments Catalog to their companies’ intranets or electronic bulletin boards so employees can easily download complete information. „ Exam administration (proctoring, location, etc.) „ Third-Party Exam Sites Another great way to introduce LOMA Education Programs is by sponsoring Education Fairs. If you would like to organize „ Exam Fees (billing discrepancies, processing) an Education Fair or Virtual Education Fair for your company, „ Course extensions The 2021 issue of The Ed Rep Guidebook 5

„ LOMA student name/address changes The Contact Center will be happy to answer your questions „ Independent students concerning student records or courses passed, provide enroll- ment or exam information, and explain LOMA Education Program „ Policies and procedures used administrative procedures and policies. „ Student records „ Credit for LOMA courses from other sources How to Contact LOMA: „ Academic or college credit for LOMA courses Contact Center Phone: 1-800-ASK-LOMA, option 1 (1-800-275-5662, option 1) or 770-984-3761 Fax: 770-984-6415 E-mail: [email protected]

Additional LOMA Contacts For information on this topic: Contact:

Technical Support Exam Administration Contact Center Reporting unusual occurrences or suspected violations Phone: 770-984-3761 E-mail: [email protected] Educational Program Information Fax: 770-984-6415 Exam Question Challenges

Ordering Printed Study Materials [email protected] Textbooks

Promotional Materials https://www.loma.org/EdReps/Promoting.aspx Resources for Ed Fairs, newsletter ideas, flyers, posters, etc.

LOMA Societies LOMA Society Support Team Phone: 770-984-3741 E-mail: [email protected] Fax: 770-984-6415

MarketFacts: Your Resource for Industry Insights Customer Service Phone: 860.285.7789 Email: [email protected] 6 The 2021 issue of The Ed Rep Guidebook

Ed Rep Resources and Tools LOMA Professional Development Catalog Online Resources for Ed Reps The LOMA Professional Development Catalog is the primary LOMA Professional Development Catalog source of information on LOMA courses, programs, policies, and Updated each year and available for download procedures. Printed Study Materials Order Forms The LOMA Professional Development Catalog is updated annually Order forms for printed study materials for U.S., Canadian, and posted on LOMA’s website, from which you can download, and international companies bookmark, or upload to your company’s intranet. Additional copies Ed Rep and Student Forms of the catalog and other promotional materials are available to you Forms to help Ed Reps administer LOMA’s Education Programs free of charge. The most current “Promotional Materials Order including: Enrollment Forms, Transcript Request Form, Transfer Form” is available online at www.loma.org. Credit Application, and more Additional Promotional Materials Designation Award Details There are a variety of catalogs, brochures, posters, and other Information on earning certificates and diplomas, replacement materials to assist you with your Ed Rep responsibilities. Most of awards, and more these materials are available to you free of charge from LOMA. Organizations that grant credit for LOMA Courses Please fully read and understand all current informational and Programs known to require or grant credit for LOMA courses instructional materials as each new issue or edition is published. See the following list of resources for Ed Reps. National CCRS Evaluations of LOMA Courses Academic credit recommendations from the National College Credit Recommendation Service Promotional Materials Brochures, posters, and other materials to promote LOMA’s Education Programs within your organization The Ed Rep Guidebook A manual that familiarizes Ed Reps with the policies and procedures essential to administering LOMA Education Programs Ed Rep Contact Blog Website Your source for helpful information and important announcements Familiarize yourself with LOMA’s website, www.loma.org, as implies that the Ed Rep will stay informed it can be a valuable resource for Ed Reps. The website Paper Exam Schedule provides comprehensive information on LOMA products and Download the most up-to-date paper exam schedule services. The Professional Development section includes information on all of LOMA’s Education Programs. It also Due Process Policy contains the LOMA Professional Development Catalog, which Procedures LOMA follows to investigate potential exam violations we encourage you to download and post on your company’s Intranet or electronic bulletin board. Ed Rep Policy on Student Record Privacy Policy regarding Ed Rep access to student information The Ed Rep section includes forms, brochures, Ed Rep Contact Blog, FAQs, and other useful information. LOMA Student Information Policy You can always refer your students to the website for Information for students regarding LOMA’s commitment to detailed information on LOMA Education Programs. safeguarding personal information Examination Rules Examination Rules and Regulations LOMA Education Program Pass Rates Pass rate averages for Fellow and Associate Program examinations LOMA Text Corrections Text corrections published for LOMA study materials whenever we learn of errors that would affect students’ understanding The 2021 issue of The Ed Rep Guidebook 7

Education Survey Results LOMA Forms Completed by LOMA Educational Representatives, this survey reports As an Ed Rep, you will need to access certain forms such as the policies and procedures used in companies administering LOMA Ed Rep Application Form, the I*STAR Certification Form, or the Educational Programs. Award Replacement Form. All of the request forms and others are MarketFacts: Your Resource for Industry Insights located at http://www.loma.org/HelpCenter/Forms.aspx. LL Global’s quarterly magazine delivering in-depth, insightful arti- LOMA’s Electronic Library of Textbooks cles devoted to the critical issues of the day impacting financial Ed Reps at regular and affiliate LOMA member companies now services industry decision-makers. have access to LOMA’s electronic library of English-language text- Ed Rep Webinars books. You may download the textbooks from the library and pro- Periodic pre-recorded sessions delivering interactive content and vide a printout of the textbooks to employees at your company LOMA news to Ed Reps. who are enrolled for or planning to enroll in the course. To gain access to the library, please send a request to [email protected]. Ed Rep Tools A set of reports for Ed Reps that provides detailed information about You must electronically accept/sign LOMA’s online electronic library enrollments, awards, grades, etc. This is also a location for Ed Reps Licensing agreement, which is accessible through your Ed Rep to register and enroll students through a faster bulk process. account. The agreement includes guidelines for controlling access to the PDFs and printing the PDFs for student use, as well LOMA Societies as requirements to safeguard and protect the copyrights and A great way to encourage participation in LOMA Education other Intellectual Property Rights of LOMA. To retain access to the library, you will have to renew the agreement on an annual basis. If Programs is through LOMA Societies. Local Society members can you decide to not accept or renew the agreement, access to the be called upon to speak with prospective students about the value library will be denied. of the LOMA designations and to encourage continued study. Once your request is received, you will receive instructions on LOMA Societies provide a forum for a free exchange of ideas, views, accessing the Licensing Agreement and Library. and experiences related to all facets of life insurance and the man- agement of financial services companies while encouraging social To learn more, contact the Contact Center at 770-984-3761 or interaction among their members. There are LOMA Societies all [email protected] around the world. A list of LOMA Societies can be found on LOMA’s Your company’s students gain access to a course’s study materials website, www.loma.org. by enrolling for the course. Students cannot access the full library, however. They gain access to materials on a course-by-course basis and only by first purchasing an enrollment for the course. How to Contact LOMA Societies LOMA Society Support Team LOMA 6190 Powers Ferry Road, Suite 600 Atlanta, GA 30339 Phone: 770-984-3741 n Fax: 770-984-6415 E-mail: [email protected] 8 The 2021 issue of The Ed Rep Guidebook

Administering Designation Programs LOMA’s Learning System LOMA’s Learning System is an internet-based education adminis- The system offers you the convenience of carrying out many of tration and management system that allows you and your students your Ed Rep responsibilities online and gives you the option of to access information and enroll for LOMA exams via computer. delegating certain tasks to the students.

What can I do in LOMA’s Learning System? „ Enroll students or … allow students to enroll themselves for any LOMA course „ Enter or change a student’s information or … have students enter or change their own information in the system „ Check students’ course completions, histories, and progress toward completing various designations „ Complete various other administrative tasks

To learn more, contact LOMA’s Contact Center at 770-984-3761 or [email protected].

Navigating LOMA’s Learning System More information about using the reporting tool is located at http://www.loma.org/EdReps/Managing/LMS/Reports.aspx. Several resources about using LOMA’s Learning System are This is also where Ed Reps can register and enroll students available on www.loma.org. through a quick bulk process. More information is located at http://www.loma.org/EdReps/Videos/EnrollingStudents.aspx. View “Navigating LOMA’s New Learning System,” which introduces the Ed Rep features of our learning system at http://www.loma. Test ID Numbers — Every student enrolled in a LOMA Education org/EdReps/Videos/NavigatingLMS.aspx. Program course is assigned a test ID number followed by the letter “E.” Student tutorials for LOMA’s Learning System are also available at Requesting Secondary Locations — Ed Reps in larger compa- http://www.loma.org/HelpCenter/Resources/Tutorials.aspx. nies must provide information to the Office of the Registrar on Name Changes and Corrections — Student names that contain their companies’ “secondary locations” or field locations where hyphens, spaces, or variances in capitalization, e.g. Keller-Cooper, exams are being administered. Each secondary location will von Briesen, and MacDermott, must be manually entered into be assigned an organizational number. Use the “Secondary Loca- LOMA’s student record files. tions” Form located in the Forms section on www.loma.org to request new secondary locations. It is also important to remember that student awards are printed or generated directly from the student records. Student names Exam Centers — Most students enrolled in courses with proc- will appear on awards exactly as they appear in the student tored exam requirements sit for their exams in their companies’ record. Changes or corrections must be made online or submit- home or branch offices. Students who are unable to sit for exams ted to LOMA before the student takes the final exam leading to at their organizations can arrange to sit for their exams at a Third- an award. LOMA will not pay for replacement awards resulting Party Exam Center authorized by LOMA. In addition to administer- from an Ed Rep’s or student’s failure to check names and ing exams to their own employees, Third-Party Exam centers spellings before final award orders are processed. volunteer to administer exams to students who are not employed by their companies. These companies are assigned an exam site Ed Rep Tools number that differs from their exam site number for their own Ed Reps can run reports on awards, enrollments, grades, and employee use. Companies must not enroll their own company other information at http://edreptools.loma.org/. students under their Third-Party exam site number. If your office is able to accommodate additional students and you would like to volunteer as a Third-Party Exam Center, please contact the Contact Center for details. The 2021 issue of The Ed Rep Guidebook 9

For information on curriculum changes and current study materials, Enrolling Students for Exams please see the current LOMA Professional Development Catalog and the online course descriptions at www.loma.org/learning I*STAR catalog I*STAR (Individually Scheduled Test and Results) is LOMA’s Proctoring Regulations internet-based system for providing computerized exams within company offices. The proctor of an I*STAR exam is responsible for assuring that all The advantages of I*STAR testing include: regulations for administering exams are observed. The proctor may be the Ed Rep or another responsible individual. Appointment of „ The convenience and flexibility of administering exams the proctor must be requested from LOMA’s Contact Center at year-round [email protected]. If the regulations are not observed, LOMA „ Cost savings from less paper-based administrative may refuse to accept exam grades, suspend a company’s tasks privilege to serve as an I*STAR site, or impose additional sanc- „ Immediate online grade reporting tions. New proctors should review the Exam Proctoring video on „ Individualized student performance analysis www.loma.org in the Ed Rep section. Note: Ed Reps who are also LOMA students may sit for I*STAR exams as long as an appropriate proctor is available. Please refer to the I*STAR Certification Form on www.loma.org for more detailed information on the procedures for proctoring I*STAR exams. New proctors should also view the I*STAR demo video at Using I*STAR http://www.loma.org/EdReps/Videos/Using_ISTAR.aspx. To become an I*STAR user, Ed Reps must complete and return the “I*STAR Certification Form” and be approved by I*STAR Procrastination LOMA. This form is available online at www.loma.org. Due to the fact that I*STAR exams are not administered on a spe- cific date, many students postpone taking the test. Also known as “I*STAR Procrastination,” this practice can not only cause Ed Rep problems, but can also cost the company money. If a student is I*STAR Examination Availability enrolled for an I*STAR exam and fails to sit for it during the exam Every LOMA course with a proctored exam requirement has an period, exam fees are forfeited unless the student purchases a exam available on I*STAR. I*STAR and the learning systems are discounted course extension for the course within 30 days of the available 24 hours a day. I*STAR Support is available Monday – course deadline. After that, full fees will apply. Friday, 7 a.m. to 6 p.m., Eastern Time, except on designated We encourage Ed Reps to establish policies to prevent I*STAR LOMA holidays when the Contact Center is closed. Procrastination. Here are a few suggestions from fellow Ed Reps: I*STAR Coordination with Curriculum Changes „ Have the student commit to an exam date when he/she When students enroll, they’ll have six months to take the I*STAR enrolls in the course. exams. I*STAR exams are based on the study materials that were „ If demand for I*STAR time slots is high, you can establish a available at the time of enrollment. If a course’s study materials are “waiting list.” Any student who does not sit for his/her exam updated after a student enrolls but before the student completes test at the scheduled time is moved to the bottom of the list. the I*STAR exam, the student should complete his/her studies from „ Set a reasonable time limit for the student to prepare for the original study materials; his/her I*STAR exam will be based on and take the exam. the original study materials, rather than the revised study materials. After a course’s study materials are revised, all new enrollments will Note: I*STAR exams may not be cancelled unless LOMA’s include access to the revised materials and an I*STAR exam based Contact Center is contacted within 72 hours of enrollment. on those revised materials. NOTE: If a student does not complete his/her I*STAR exam during the six-month course access period and chooses to re-enroll after course materials have been updated, the student will be enrolled in the course with the new course materials and will be given the I*STAR exam based on those new materials. 10 The 2021 issue of The Ed Rep Guidebook

Enrolling Students for Paper Exams Details about Paper Exams Exam Schedule — LOMA paper exams must be administered on The following information is only an overview. ­Detailed the scheduled date and time. To avoid schedule conflicts, make instructions for enrolling students for paper exams are pro- sure your students are aware of the exam time before they vided in the Official Enrollment Instructions published register for an exam. Enrollments cannot be cancelled after each cycle. the deadline. „ Paper exams are administered each year in May and November. IMPORTANT NOTE: Paper exams will be Holidays and Closings — If your company will be closed for a discontinued following the November 2021 cycle. holiday, do not allow students to enroll for paper exams scheduled for that day. „ Enrollment takes place approximately three to four months before the exams are administered (January– Exam Limit — There is no limit to the number of LOMA exams a February for May exams and July–August for student can enroll for each cycle. November exams). „ Official enrollment deadlines are specified in the Missed Enrollment Deadline Policy current LOMA Professional Development Catalog. Any paper exam enrollments processed after the enrollment dead- „ New instructions and materials are published each line require complex manual handling outside regular procedures. cycle. In December and July, you will receive Official A missed deadline fee is charged in addition to the regular exam Enrollment Instructions via e-mail. It is important that fee and any other applicable surcharges. The Ed Rep should e-mail you use and refer to the materials for the current cycle. these enrollment requests to the Contact Center, and include a The enrollment e-mail includes links to enrollment statement agreeing to pay the missed deadline fee. instructions, an exam center directory, a “Secondary Location Form,” a “Textbook Order Information Sheet,” Enrollment Cancellations and Transfers from and a “Promotional Materials Order Form.” Student-to-Student „ Students may enroll via the learning system. Paper exam enrollments cannot be cancelled after the enroll- Instructions for enrolling students for exams are found ment deadline has passed. The process of enrolling a student is in the Navigating LOMA’s New Learning System video very time consuming and costly. Once a student’s enrollment has at http://www.loma.org/EdReps/Videos/NavigatingLMS. been received and processed by the Contact Center, LOMA has aspx. incurred the majority of the expenses covered by the exam fees. „ Ed Reps can also enroll students through the Bulk To cancel the enrollment and refund the exam fees would mean a Enrollment process in Ed Rep Tools. For a demo, visit monetary loss for LOMA. http://www.loma.org/EdReps/Videos/EnrollingStudents.aspx. Transferring an exam enrollment from one student to another „ Ed Reps enrolling more than 50 students in paper is also prohibited. exams for a given testing cycle can submit enrollment details via spreadsheet. Contact the Contact Center for additional information. The 2021 issue of The Ed Rep Guidebook 11

Current Enrollments Report Student Use of LOMA’s Learning System Ed Reps can retrieve the Current Enrollments Report from Ed Rep Some features of the system, such as enrolling for exams, are Tools at http://edreptools.loma.org/ to confirm paper and other en- available to students as well. Please note, however, that the options rollments. The report confirms all enrollments received by LOMA’s you have access to differ from those of your students. Students can Contact Center. It is important that you check the report against use the learning system to: your records for accuracy immediately. Exam materials are pro- „ Request forgotten or misplaced passwords or update their vided based on the information contained in this report. Changes or passwords deletions cannot be made to the Current Enrollments Report except to correct any errors made by LOMA. „ Check their progress toward earning various designations „ Update or review their personal profiles Students whose names do not appear on the Current Enrollments Report may not be enrolled. If you have any questions about the „ Enroll themselves for LOMA exams information found, or if you find any discrepancies, please contact „ Re-enroll in courses the Contact Center immediately. After you retrieve the report, pay „ Review important announcements from particular attention to the following: LOMA administrators „ Correct number of students are enrolled Ed Reps who use the learning system also have the option of „ Examination site locations are correct allowing students who enroll themselves for exams to invoice „ Students’ names are spelled correctly and in the proper enrollments to their company. If you do not grant students this sequence authority, they will have to provide valid credit card information in „ Students are registered and enrolled for the correct exam order to enroll for exams. To maintain confidentiality, the student and language ID number and corresponding password are required to access a student record. Please remind students to keep their passwords Other Questions? in a safe location. Contact: LOMA’s Contact Center Students who lose or forget their password may have their login ID Monday–Friday or password e-mailed to them immediately by utilizing the Forgot 7:00AM - 6:00PM ET your login ID? or Forgot your password? functions found on the Phone: 770-984-3761 login screen. Just make certain that their e-mail addresses are E-mail: [email protected] correct so that the information can be verified.

How Students Can Navigate LOMA’s Learning System The learning system is a Web-based system that allows students to access their information and enroll for examinations in the leading self-study insurance and financial services education pro- grams. In order for students to access information in the system, they will need their Login IDs and their passwords. „ To register as a new student, students should go to www.loma.org, click on the LOGIN button, and then click on the Create Account button. „ Students should next enter the information requested. The system will assign a random number as a Test ID. „ When they are done, they should click “Submit.” Students can create their own Login IDs and passwords when they create their account. „ Students who register for the first time will need to enter their LOMA Organizational Number to be associated with their company. 12 The 2021 issue of The Ed Rep Guidebook

Once students have logged in, they will have access to the vari- Course materials for LOMA’s Education Programs are designed ous features that can be initiated within the system. Tutorials for for independent study. Interactive practice questions, sample navigating the learning system are located at http://www.loma. exams, and other study aids are available online for all LOMA org/HelpCenter/Resources/Tutorials.aspx. The students can also courses to reinforce the student’s comprehension of the material contact LOMA’s Contact Center for more instructions. and allow them to practice answering the types of questions that will appear on the exams. „ Click on the appropriate LOMA course code to enroll in. If the student is enrolling for a proctored exam through Printed study materials must be purchased separately and LOMA’s I*STAR system, the Company Exam Sites screen are not automatically provided when students enroll for will appear. an exam. „ Select the button adjacent to the appropriate Exam Site As text changes are anticipated, notices are published on the Number and click “next.” This will open the Enrollment and Ed Rep Contact Blog, LOMA’s online blog for Ed Reps. Every effort Payment Details screen. is made to let Ed Reps know of study material and pricing changes „ Review the information summarized at the Enrollment as far in advance as reasonably possible. For more information on and Payment Details screen. Click “back” to return to the assigned texts and study materials, please see the online learning previous screen if any information needs to be changed. catalog at www.LOMA.org/LearningCatalog. „ Select the first option by clicking on the checkbox to denote Course Portals that the company will be invoiced. Study materials for text-based courses are delivered via an online „ After providing payment information, click “enroll” to Course Portal. LOMA’s Course Portals provide a multimedia complete the enrollment. The Enrollment Confirmation page learning experience for students! will appear and can be printed for student records. The Course Portal provides learners with access to a wide array of different types of learning resources, including several multimedia components, to help them better understand course content and Study Materials prepare for the exam. Students must be enrolled in a course in order to access its Course Portal. A Course Portal typically includes Online Interactive Courses the following learning resources: LOMA’s popular online interactive courses teach important „ E-books and/or PDFs of the assigned study materials industry concepts through an engaging, highly interactive, multimedia approach that often includes integrated video, „ Interactive Practice Questions and a Sample Exam for the audio and scenario-based learning. Online interactive courses course are designation courses with integrated, self-proctored end- „ Recommended study plans to help learners set goals and of-module exams that are built right into the course as part of manage their study schedules the learning experience. No separate exam enrollment or exam „ Animations of important concepts covered in the course to proctoring is required! help learners better understand and retain what they have Consult the LOMA Professional Development Catalog or www. learned loma.org to view all online interactive courses. „ For text-based courses that include a self-proctored exam option, students will use the Course Portal to Text-Based Courses access their exams, as well. Assigned texts and study aids are provided with most enrollments Encourage your students to access the Course Portals so they can and are listed in the online learning catalog at www.LOMA.org/ LearningCatalog. Study materials available in print are listed on benefit from all of these great features. They can help your students the current “Textbook Order Information Sheet.” It is essential that reinforce concepts from the course and improve students’ overall students use the proper texts when preparing for exams. Students exam performance! should be aware that they are responsible for: „ Obtaining the correct edition of the assigned study materials in sufficient time to prepare for the exam „ Using the correct assignment for the exam which they will sit „ Knowing all information in the study materials and their glossaries and appendices The 2021 issue of The Ed Rep Guidebook 13

Classes Text-based courses offer self-proctored exam options as well. LOMA does not officially sponsor or regulate formal classes for Depending on the course, self-proctored exams for text-based students in LOMA Professional Development Programs. Many courses may be comprehensive (covering the entire text) or companies, LOMA Societies, and other organizations offer classes modularized (covering one module at a time). These exams based on LOMA texts and study materials to help students better include a time limit (equivalent to two minutes per question) and prepare for the exams. students have two attempts to score at least a 70 percent on each exam component. Offering LOMA Self-Study Courses Most text-based courses also offer proctored exam options. in a Classroom Setting The remainder of this section is specific to proctored exams. Organizations that offer LOMA courses in a classroom setting find Proctored Exams the experience beneficial for students. Some companies regularly LOMA’s primary method for delivering proctored exams is offer classes for some or all LOMA courses, while others offer through I*STAR, our internet-based system for providing classes on an “as-needed” basis. Many times companies allow computerized exams within company offices. In addition, we employees from other firms to attend. Some LOMA Societies also offer paper exams for select courses. In either case, administer- sponsor classes. Classes can be highly effective and are espe- ing proctored LOMA exams is not a difficult process, but it is one cially helpful in the following situations: that requires careful attention to detail. „ A company requires completion of a course in a certain time period Key Details for Successful Proctored „ The company wants to add to the educational experience by Exam Administration relating course material to its own products or procedures „ Exam Schedule — I*STAR exams must be completed within „ Students are not motivated to study on their own the six-month course access period for the enrollment. „ Students need remedial assistance, extra help, or guidance Paper exams must be administered at the times and dates to bring their skills up to the level required to pass the listed in the official exam schedule or they will not be course exam accepted by LOMA for grading. Class attendance is not a substitute for reading assigned text- IMPORTANT NOTE: Paper exams will be discontinued books and will not sufficiently prepare students to pass LOMA following the November 2021 cycle. exams. Instead, attending classes reinforces studying and will in- „ Exam Location — Students must choose an exam site crease a student’s chances for success. when they enroll for a paper or I*STAR exam. Students generally sit for examinations at their company’s Primary or Secondary locations (as those terms are defined by Study Groups LOMA for the purposes of exam administration — see the In addition to offering classes, many Ed Reps like to offer “Glossary”). Students unable to sit for the exam in their employees the opportunity to participate in study groups, own office may sit for exams at exam third-party centers if their company is able to offer this option. authorized by LOMA. „ Proctor — The proctor is responsible for monitoring and administering exams. In most companies, the Ed Rep serves Exam Administration as the proctor. If the Ed Rep is enrolled for an exam, they must appoint someone else as proctor. Students taking Self-Proctored Exams exams in branch offices will need a proctor appointed in The vast majority of LOMA students worldwide take their LOMA those offices. exams using a self-proctored exam option. In appointing proctors, select trustworthy individuals who Online interactive courses include several short, self-proctored, will uphold the standards of the LOMA programs. end-of-module examinations, which are integrated into the course Students who have completed the FLMI or FSRI content as part of the learning experience. No separate exam en- designation, for example, make excellent proctors because rollment is required. System controls prevent learners from ac- they have a vested interest in preserving the integrity of cessing the course materials while taking the exam components. the designation. Avoid situations where one of the students In order to receive credit for these courses, students must score sitting for an exam is the manager or division head of the at least a 70 percent on all end-of-module exams during the proctor’s department. This can create a difficult situation for six-month course access period. the proctor if proper exam standards are not followed. 14 The 2021 issue of The Ed Rep Guidebook

„ Exam Room — Ed Reps are responsible for providing 7. Ensure exam room has adequate space for seating, enough appropriate proctored exam administration facilities. light, and a visible and working clock to allow students to Testing rooms should be able to accommodate all enrolled complete their exams with minimal distractions and to students seated far enough apart to prevent any incentive or discourage cheating. appearance of cheating. The room should be conducive to 8. After exams, make copies of all answer sheets and proctor students focusing on their exams without any distractions or reports. Keep these in a secure location until after exam obstacles. Complete requirements are located in the grades have been received. Official Exam/Proctor Instructions and on the I*STAR Certification Form. 9. Report any violations or suspected violations of exam administration policies and procedures to the Contact Center Proctoring Paper Exams immediately. Approximately two weeks before paper exams are administered, 10. Forward any exam question challenges to LOMA will send an exam package to the proctor. This package will [email protected] by the official deadline. contain the following appointed proctor materials: 11. Destroy all exam booklets and complete the “Certificate of „ Exam booklets Destruction.” „ Proctor reports 12. Send all exam administration materials to LOMA for grading. „ Answer sheets Packages should include all answer sheets, proctor reports „ Official Exam/Proctor Instructions and the “Certificate of Destruction,” and must be post- The Ed Rep or appointed proctor should open the package marked within two days after the last exam is administered. immediately upon receipt and ensure all materials for the exam 13. Grades post on the learning system approximately one are enclosed. If items are missing, call the Contact Center right month after the exams. away. LOMA is not responsible for incomplete exam packages 14. Plan awards ceremonies and other recognition for students. unless you contact us immediately when you receive your package. All exam materials must be kept in a secure place Proctored Exam Length until the scheduled examination date and time. Students may Most proctored exams have 60 questions and a time limit of two not have any prior access to exam materials. hours. The following proctored exams have 50 questions and a time limit of two hours: ARA 440 and UND 386. Please make sure Official Exam/Proctor Instructions all students are aware of these time limits. Instructions for administering paper exams are published each cycle in the Official Exam/Proctor Instructions. It is important that Students with Disabilities you use the instructions for the current cycle. We make every effort to accommodate the needs of students with disabilities by granting permission for special arrangements on a Steps for Administering Paper Exams case-by-case basis. Ed Reps interested in receiving special 1. Appoint proctors as needed at primary and secondary accommodations for a student should forward a detailed e-mail to locations. the Contact Center as far in advance as possible. Please email: 2. Reserve exam facilities. [email protected]. 3. Receive Official Exam/Proctor Instructions and exam Course Extensions materials. Thoroughly inspect all materials. Students who are unable to take their proctored exams, for any 4. Make copies of the Official Exam/Proctor Instructions reason, or who are unable to complete their course requirements available for all proctors and make sure all proctors for self-proctored courses in the allotted six-month course access understand their responsibilities. period, may re-enroll for the same course for a discounted fee. 5. Notify students of exam locations and times using the exam Self-proctored and I*STAR enrollments must be re-enrolled within schedule provided in the Official Exam/Proctor Instructions 30 days of the course expiration date. Paper exams must be and LOMA Professional Development Catalog. re-enrolled in the next paper exam enrollment period. 6. Provide proctors with pencils, scrap paper, and LOMA IMPORTANT NOTE: Paper exams will be discontinued approved calculators (if the company provides them) following the November 2021 cycle. for student use during exams. The 2021 issue of The Ed Rep Guidebook 15

Retakes students’ pass/fail grades while students can see their numerical scores. Numerical scores are only available for passed exams. Students who receive a grade of F or F+ for any course with grad- ed exam requirements (proctored exams or graded self-proctored LOMA is committed to partnering with participating companies to exams) may re-enroll at a discounted cost. To receive the dis- assure the highest level of exam security. One of the ways we detect count, the student must re-enroll for the courses within six months possible cheating activities is to use software that can detect when- of failing the original enrollment. ever two or more students at the same exam testing site have answer sheets that are “excessively similar” with regard to the answers NOTE: This differs from the discounted course extension in that selected. Answer sheets are flagged only if there is almost no possibil- course extensions are only available if the student has not failed the ity that the similarities between two or more students’ answer choices course, and if re-enrollment takes place within one month of the are a coincidence or a random event. While conducting analysis of all end of the original course access period. exam responses, LOMA reviews the flagged answer sheets and works with companies to determine any actions necessary to correct an exam security problem. Grades and Awards Once the paper exam grades are posted to LOMA’s learning system, Paper Exam Grading Process grade reports for students are emailed to those students who have chosen to receive their grades via email. Students who wish to receive After paper exams are administered, all answer sheets from all a grade email must ensure that their student records in LOMA’s exam sites around the world are returned to LOMA, and the grad- learning system includes a valid email address. ing process begins. Each package is opened by hand. Automated letter openers cannot be used because they may damage answer Exam Question Challenge sheets. As each package is opened, the Contact Center staff checks to make sure the package was postmarked by the deadline If a student feels a question in a LOMA exam is unfair, misleading, and all proctor statements, answer sheets, and Certificates of or has no correct answer, the student can challenge the question. Destruction have been received. If there are any problems or Challenges must be emailed to [email protected], or sent via discrepancies, the Ed Rep is contacted as soon as possible. fax to 770-984-6415. Guidelines for submitting exam question challenges are included in the Official Exam/Proctor Instructions. Answer Sheets, Faulty Items, and Grades Challenges must be submitted within one week of the exam date. All paper exam answer sheets are graded using an optical scanner. This is to allow enough time for the challenge to be researched by As the scanner grades each answer sheet, the information is then LOMA’s Examinations Department before the grading process is transferred to LOMA’s computer system, where grades are checked complete. If the challenge is determined to be valid, the exam a second time. Quality controls are used throughout the entire grad- answer key will be adjusted accordingly for all students. ing process, which takes approximately three weeks. Once the information from the answer sheets has been stored in the Digital Badges and Printed Awards computer system, several statistical analyses are made. Biserial cor- LOMA has several ways for learners to proudly share their profes- relation — a measure of how well a test item distinguishes between sional development accomplishments. Names appear on all students who have studied and those who have not — is one such awards exactly as they appear in student records. Please encour- analysis. Unusual response patterns, such as a majority of students age your learners to ensure that their names and email addresses selecting an incorrect answer, may indicate a faulty exam item or are correct in LOMA’s learning system before they take the final question. Even though each exam undergoes an extensive series of reviews and revisions during the development phase, faulty items are course required to earn a designation. LOMA is not responsible occasionally found. for incorrect student information. To determine if any of the exam questions are faulty, LOMA’s Digital badges are awarded for all currently offered Associate Examinations staff reviews the results of these statistical analyses and Fellow designations, as well as for the FLMI and FSRI Level 1 and investigates all examination question challenges received by certificates. Students can use digital badges on social media, the deadline. email signatures, business cards, stationery, or on their resumes If a faulty item is found, the answer key is changed to compensate or CV. All badges can be verified at our verification site: www. any students affected by said item. The answer key can be changed verify.loma.org. Digital badges are sent via email to students to allow credit for more than one response, any response, or even no within 24 – 48 hours of completing program requirements. response, depending on the nature of the question error. Printable certificates are available within LOMA’s learning sys- After any needed adjustments have been made to the answer keys, tem immediately upon completion of each individual course. the answer sheet results are scored, and grades are posted electroni- In addition, designation certificates become available upon com- cally to students’ records in LOMA’s learning system. Ed Reps can see pletion of all designation requirements. Students can access, 16 The 2021 issue of The Ed Rep Guidebook

download, and print course completion certificates in their Learn- The following are some other ideas to consider for publicizing your ing History, and designation certificates are found in the Designa- students’ accomplishments: tions section of LOMA’s learning system. „ Publish information in your company’s newsletter In addition, printed awards for Associate and Fellow desig- „ Post the names of students who have earned awards on nations are sent to the Primary Ed Rep each quarter for distribu- company bulletin boards and electronic bulletin boards tion to new designees. „ Compose a memo to your students’ managers and supervisors regarding their educational accomplishments Designations earned in: Will be mailed in: January, February, or March April „ Send news releases to your local area newspapers and any civic, community, or professional groups to which your April, May, or June July students belong July, August, or September October October, November, or December January Designation Conferment New designees can begin using their digital badges and designa- Students who wish to order a replacement award (for example, if tions right away. their original award has been lost or damaged, or if the student has had a name change) may do so at their own expense. Historically, LOMA has held an official conferment ceremony for Replacement award order forms are available at www.loma.org. new designees each year in conjunction with a broader LOMA in- dustry conference. The conference and conferment are designed to Recognizing Students’ Accomplishments allow students, Ed Reps, and industry executives to hear dynamic One of the best ways to promote greater participation in LOMA Edu- speakers, attend seminars on current industry topics, and network cation Programs is by recognizing student achievements. Recogni- with others in the industry. tion in the “public eye,” monetary or otherwise, lets other employees IMPORTANT NOTE: At this time, conferment plans for 2021 and take notice of these opportunities and motivates participants to beyond remain unclear — much depends on the state of world continue their studies. When your students have earned awards, health in the wake of the COVID-19 pandemic. As plans evolve for recognize their achievements by holding an awards ceremony. For- an in-person or virtual conferment and/or industry conference, mats for awards ceremonies vary from company to company, and LOMA will notify Ed Reps and new designees. We appreciate your within some companies, from cycle to cycle. You may choose a patience and understanding in this matter. breakfast reception, luncheon, or even a dinner ceremony. Most companies distribute framed certificates to students. The 2021 issue of The Ed Rep Guidebook 17

Policies Establishing LOMA’s Policies reveals a discrepancy in the grading. LOMA will not release the LOMA’s policies are established by the Professional Development answers to any exam questions. Council, composed of industry executives, and the Educational Administrative Committee, comprising Ed Reps from member Old Exams companies. These two groups meet several times each year to LOMA does not provide or recommend studying from previously review and set the policies by which LOMA’s Professional administered exams. The most effective way to prepare for a LOMA Development programs function. exam is to read the study materials and review them carefully. All LOMA courses include a practice sample examination with the Ed Rep Change course materials, which students should use prior to sitting for LOMA must be notified immediately in writing when there is any the exam. change of an Ed Rep. The “Application Form” is provided in the “Forms” section of www.loma.org. When the Ed Rep at a company Calculators changes, ideally, the new Ed Rep receives training from the former. As you know, calculator use is not necessary to pass any LOMA The new Ed Rep should be thoroughly trained in all accountabilities exams. However, many students like to have a calculator handy and fully understand promoting and administering LOMA Profes- during testing. Students can use any basic 4-function calculator sional Development Programs. If the new Ed Rep has not been as long as it offers no internet access or other special features determined before the current Ed Rep leaves, an intermediary or functions. should be appointed to ensure important information is received. Before administering any LOMA exam, examination proc- tors MUST inspect all calculators in the testing room to Failing Grades ensure they meet LOMA’s specifications. We recommend Students who receive a grade of F or F+ will not receive their that company proctors maintain a supply of approved 4-function numerical score. We believe it is in the best interest of the industry calculators for student use while in the exam room. to encourage students to study thoroughly before sitting for the Acceptable calculators offer: exam again. The current policy was developed out of concern that students who received a specific numerical failing grade would Basic 4 functions (+ / - / × / ÷) study only enough to earn the minimum passing score. It is LOMA’s Square root function (√ ) is acceptable hope that in releasing a general failing grade versus specific Solar or battery powered numerical score, students will be encouraged to undertake a very Students MAY NOT use cell phones or internet-accessible thorough course review before sitting for the examination again. devices as calculators.

Did-Not-Sit Due Process Policy Any student who enrolls for a course with a proctored exam and LOMA’s designations have earned respect worldwide by pro- does not appear to take the exam, or who does not complete all of viding a broad, relevant, well-researched curriculum and the requirements for a self-proctored course, will receive a grade challenging, well-written exams. The superiority of curriculum of Did-Not-Sit (DN). This does not have a negative effect on a and exams means little unless exams are administered under the student’s records and will not affect the student’s ability to sit for highest standards. future exams. LOMA has established exam administration standards to guaran- tee the integrity of the examinations and examination procedures. Regrading Paper Exams Ed Reps, proctors, and students must be aware of these standards, If a student disputes a grade, the Ed Rep can request a re-grade and must understand that any violation of these standards endan- of the exam. Requests for a re-grade must be submitted in writing gers the respect afforded the designation. The appropriate com- to the Contact Center within one month of the exam date and mittees of the Professional Development Council continually review must be accompanied by a check or credit card payment of these standards, policies, and practices. US$50 per exam. The fee will cover the time and effort to locate the student’s answer sheet and manually re-grade it. If LOMA has To protect the integrity and professionalism of LOMA Professional made an error in the grading process, the grade will be changed Development Programs, students must sign the “Statement of Un- and the re-grade fee will be refunded. Because of the accuracy of derstanding” that is on the back of exam answer sheets and at the LOMA’s grading procedures, it is very rare that a manual re-grade beginning of all I*STAR exams, or accept the “Honesty Statement” included in self-proctored online courses. These statements affirm 18 The 2021 issue of The Ed Rep Guidebook

that all LOMA policies and procedures were followed during the defined as any information that LOMA receives and records when a exam regardless of format. student participates in a LOMA Professional Development Program. LOMA releases information about students to third parties only in If a violation is suspected, the procedure that ensures the proper accordance with the following guidelines: investigation and handling of apparent or suspected violations of exam administration standards is the Due Process Policy. The Due „ LOMA confirms, upon request, whether a student holds Process Policy outlines how investigations into suspected violations a designation or certificate from LOMA and the date the are to be conducted, possible sanctions in the event that violations designation was earned, because completion of LOMA are confirmed, and an appeal process for contested decisions. programs is a matter of public record. The Due Process Policy procedure is intended to protect the integ- „ LOMA releases a student’s pass/non-pass grade rity of LOMA’s designations, while at the same time ensuring the information along with the student’s name and other credibility and rights of organizations and individuals participating in identifying information (such as the student’s Test ID) to LOMA’s Professional Development programs. the Ed Rep or other company-designated recipients as the student’s employer. To review the complete Due Process Policy, visit LOMA’s website, www.loma.org. „ LOMA releases limited contact information to LOMA Societies about students who have completed or are in the Initial Determination of a Possible Violation process of completing a LOMA designation. The Societies Whenever an Ed Rep or student is aware of a possible violation use this information to invite new designees and students to of exam administration standards and procedures, that Ed join the Society and to attend the Society’s functions. Rep or student is responsible for notifying the Contact LOMA does not release students’ contact information to third par- Center immediately. ties for marketing purposes except noted herein. Credit card infor- mation is encrypted and is not sold, shared, or rented by LOMA to LOMA Privacy Policies third parties. Students who do not wish their information released to a local LOMA Society or to receive promotional emails from Ed Rep Access to Student Information LOMA may request that their information remain confidential by The student data you access as a LOMA Ed Rep for your contacting LOMA’s Contact Center. employer is to be used only for the administration of the Profes- sional Development programs sponsored by LOMA and is not to Please note that selecting this option does not delay the employer’s be used in any way outside your duties as an Ed Rep. Access to receipt of pass/no-pass information, but this option will prevent stu- this information is granted solely on the condition that the infor- dents from receiving information about LOMA Society membership, mation may not be shared with any person that is not appointed LOMA’s annual conferment, and other interesting and beneficial by your employer to receive such information. opportunities for students. Any other use is strictly prohibited and may lead to civil or criminal Students who have completed LOMA courses may be eligible to prosecution in the event that the information is used to compromise use their LOMA courses for: a person’s privacy rights, or in connection with the employment or „ Academic credit at participating colleges and universities termination of a student. Student information may not be used in „ Meeting continuing education requirements by state relation to any performance evaluation, change, or transfer of work licensing or professional societies responsibilities. As the assigned Ed Rep, you will be held responsi- ble if student data is used for any purpose other than that for which „ Fulfilling requirements in other industry education programs it was intended as stated herein. LOMA is not responsible for the For a current list of licensing bodies, professional societies, and accuracy or completeness of the student records you maintain. educational institutions that have accepted completed LOMA courses for credit in the past, see page 20 of this guidebook, fax Release of Students’ Personal Information LOMA’s Contact Center at 770-984-6415, or send an email to LOMA respects students’ privacy rights and is committed to safe- [email protected]. More information on receiving credit for guarding each student’s personal information. A LOMA student is LOMA courses also appears in the current LOMA Professional defined as any person who is registered in the LOMA database and/ Development Catalog. or enrolls for any LOMA course. Student personal information is The 2021 issue of The Ed Rep Guidebook 19

Credit for LOMA Courses

Academic Credit from Traditional Colleges LOMA Courses and Other Insurance and Universities Industry Programs Direct Transfer of Prior Learning Credits Many other professional education programs require the comple- tion of LOMA courses or grant credit in their programs for com- The National College Credit Recommendation Service (National pleted LOMA courses. Additionally, students who have earned CCRS) has evaluated all LOMA courses to make them comparable other insurance industry designations may be eligible to receive to college semester hours. Many colleges and universities use this credit toward their LOMA designations. information from National CCRS to help them determine the num- ber of credit hours to grant for a LOMA course. LOMA sends the The chart on the following page highlights some of the education National CCRS an evaluation summary with all transcript requests programs that accept LOMA courses. To view courses available for academic credit. The chart for current National CCRS recom- for credit in LOMA programs visit www.loma.org. mendations is located on LOMA’s website at www.loma.org. ACS P&C Track The “Appendices” section of this guidebook contains a list of academic institutions that have granted credit for LOMA courses The customer service designation includes a Property and Casu- in the past. Please note that these institutions may or may not alty (P&C) track. LOMA and the Institutes jointly sponsor a track grant credit to students in the future. Additionally, institutions that for US students. The Insurance Institute of Canada (IIC) and LOMA do not appear on this list may grant credit as well. Students should jointly sponsor a customer service designation for Canadian stu- check with their colleges or universities to find out if credit for dents. Students with credit from the Institutes can receive credit LOMA courses is available. Students interested in receiving cred- towards the ACS designation by completing the request form lo- it for LOMA courses should meet with their advisors to discuss cated at www.loma.org and providing proof of the P&C credit. this possibility and then request an official “Professional Educa- tion Transcript” as needed. To view current information on college partnerships, visit www.loma.org .

Requesting a LOMA Professional Education Transcript Transcripts can be ordered through a form on LOMA’s website at www.loma.org. Preparing and mailing student records and transcripts takes two to four weeks after receiving a completed request.

College Credit LOMA Courses can count towards more than earning a professional designation, including: „ Academic credit towards a bachelor’s or master’s degree from accredited colleges and universities „ Professional designations offered by other associations

Please note that LOMA no longer provides CE credits for agents taking LOMA education courses. For additional information, please email [email protected]. 20 The 2021 issue of The Ed Rep Guidebook

Designation Programs Known to Require or Grant Credit for LOMA Courses

Designation Program Organization Contact Information

Associate, Life & Health Claims International Claims ICA-1800 M Street, NW • 400 South (ALHC) and Fellow, Life & Association (ICA) Washington, DC 20036 Health Claims (FLHC) 202-452-0143 FAX: 202-530-0659 www.claim.org

Associate, Academy Academy of Life Academy of Life Underwriting of Life Underwriting Underwriting (ALU) ALU-1800 M Street, NW, Suite 400 S (AALU) and Fellow, Washington, DC 20036 Academy of Life Phone: (202) 495-3130 Underwriting (FALU) Email: [email protected]

Chartered Life The American College The American College Underwriter (CLU) Office of Student Services and Chartered Financial American College-630 Allendale Road STE. Consultant 400-King of Prussia, PA 19406 (ChFC) 888-263-7265 or 610-526-1000 FAX: 610-526-1465 www.theamericancollege.edu

Accredited Insurance Insurance Regulatory Insurance Regulatory Examiners Society Examiner (AIE) Examiners Society (IRES) IRES-207 E Ohio St // #430 // Chicago, IL 60611 Phone: 708-820-8112 www.go-ires.org

Chartered Insurance The Chartered Insurance The Chartered Insurance Institute Institute Programs (CII) Institute Chartered Insurance Institute 42-48 High Road South Woodford London E18 2JP Email: [email protected] Tel: +44 (0)20 8989 8464

Chartered Financial Independent Life Independent Life Insurance Brokers of Canada Services Broker (CFSB) Insurance Brokers of 740-30 Eglinton Avenue West Canada Mississauga, Ontario, Canada L5R 3E7 (ILIBC) Email: [email protected] www.ifbc.ca 905-279-2727 FAX: 905-276-7295

Certified Insurance Data Insurance Data Insurance Data Management Association Manager (CIDM) Management Association 545 Washington Blvd., IDMA-19TH Floor (IDMA) Jersey City, NJ 07310-1686 201-469-3069 FAX: IDMA-201-748-1690 www.idma.org The 2021 issue of The Ed Rep Guidebook 21

Administering LOMA Short Courses or networks, or incorporation of any LOMA materials into other works, may subject you and your company to substantial liability for LOMA offers a variety of short format courses through the learning damages under the Copyright Act. Member companies may apply system. These courses range from 15 minutes to two hours. These to LOMA for permission to use LOMA materials on a case-by-case courses are a good way to get a new employee or employee new basis by contacting LOMA at [email protected] to an area up to speed in a short time. Go to www.loma.org to see Permission to use LOMA or LL Global, Inc., materials is granted on more about the courses. a case-by-case basis. To request permission, send a written Facilitated Learning Programs request to: LOMA, 6190 Powers Ferry Road, Suite 600, Atlanta, GA 30339, ATTN: Intellectual Property Coordinator, via fax at LOMA offers a variety of live, facilitated, activity-based programs 770-984-6415, or email [email protected]. for employees at all levels. Our expert facilitators teach concepts, Your request for permission to use LOMA materials should answer questions and lead hands-on application exercises. include the following information: Learning Live Series „ Company name, address, phone number and contact name Introduced in 2020, this program offers a series of live, virtual, two- „ Title, nature, and/or description of the work that will contain hour sessions, each on a specific industry topic. Facilitators and LOMA materials industry experts share high-quality educational content, lead dis- „ Expected publication or issue date cussions, and facilitate group activities to encourage strategic „ Total number of pages and/or computer screens of your thinking and problem solving. work New sessions are added regularly. Check our website for upcom- „ Total number of copies to be published or number of users ing sessions: LOMA Learning Live „ Description of intended audience (please state whether the work is being developed for in-house use, for commercial Insurance Immersion sale, or both) This program provides a high-level overview of the insurance in- „ Intended distribution method for work (in-house use, dustry, life insurance and annuity products, how insurers make commercial sale, internet/network, etc.) money, and key operational areas. Ideal for professionals who are „ Sale price of work, if any new to the industry or emerging leaders who need a broader per- spective, Insurance Immersion is offered in a variety of formats. „ Title and copyright date of LOMA materials you plan to use Learn more about this versatile program: Insurance Immersion „ List or description of selections from LOMA publication to be used in your publication Strategic Leadership Development If you have any questions on the reproduction of LOMA or Leadership development remains a top priority for companies LL Global, Inc., copyrighted materials, please contact LOMA’s throughout the industry, as they seek competitive advantage. Our Intellectual Property Coordinator through the Contact Center at faculty-led workshops provide a fresh view on relevant, actionable 770-984-3761 or 1-800-275-5662, option 1. topics that can drive you and our industry forward. Contact us at [email protected] for more info. Downloading the LOMA Professional Development Catalog Guidelines for Use of LL Global, Inc., permits companies to download the electronic LOMA and LL Global, Inc., Materials version of the LOMA Professional Development Catalog for use on the company’s intranet, provided that the catalog’s content is It is unlawful to make unauthorized copies of LOMA and LL Global, not altered in any way and the material is used for internal educa- Inc., texts, study aids, exams, software, this catalog, or any other tion purposes only. materials. When companies or students make unauthorized copies of LOMA and LL Global, Inc., materials, they engage in illegal acti- Use of LOMA Logos vity thereby depriving LOMA of revenues used for association Electronic versions of several logos can be downloaded from our activities such as new research, training, and development of website. The official LOMA logo can be used by Ed Reps and cutting-edge education programs. member companies for the purpose of marketing LOMA pro- Unless your company has specific written permission from grams to their employees and students. The FLMI and FSRI keys LL Global, Inc., in advance, any photocopying, inputting or record- and associate program logos can be used on business cards, ing via computer or tape, or smart phone or tablet devices, copying stationeries, etc. by students who have received official notifica- of software, storing or accessing materials via company intranets tion from LOMA that they have earned the designation. 22 The 2021 issue of The Ed Rep Guidebook

Academic Institutions Known to Grant Credit for LOMA Courses UNITED STATES ALABAMA CONNECTICUT HAWAII Calhoun Community College Asnuntuck Community College, Enfield Hawaii Pacific University, Honolulu Chadwick University, Birmingham Charter Oak State College, Hartford University of Hawaii-Leeward Community Faulkner University, Montgomery Eastern Connecticut State University, College, Pearl City Samford University, Birmingham Willimantic University of Alabama – Prior Learning Fairfield University, Fairfield ILLINOIS Program, Birmingham Greater New Haven State Technical College, Aurora College, Aurora North Haven Belleville Area College, Belleville ARIZONA Housatonic Community Technical College, College of Du Page, Glen Ellyn Glendale Community College, Glendale Bridgeport College of Lake County, Grayslake Pima Community College, Tucson Manchester Community College, Manchester De Paul University, Chicago University of Phoenix, Phoenix Middlesex Community College, Middleton Eastern Illinois University, Charleston (distance education) Northwestern Connecticut Community College, Elmhurst College, Elmhurst Winstead George Williams College (II. Benedictine), ARKANSAS Norwalk Community College, Norwalk Downers Grove John Brown University, Siloam Springs Post College, Waterbury Governor’s State University, University Park Quinnipiac College, Hamden Greenville College CALIFORNIA Sacred Heart University, Bridgeport Harper Community College, Palatine Butte College St. Joseph College, West Hartford Heartland Community College, Bloomington California Coast University, Santa Ana Teikyo Post University, Waterbury John A. Logan College, Centerville (distance education) Tunxis Community-Technical College, Lewis & Clark Community College, Godfrey California Pacific University, San Diego Ft. Wayne Lewis University, Romeoville California State Polytechnic University, Pomona Lincoln Christian College, Lincoln California State University, Fullerton DISTRICT OF COLUMBIA Lincoln College, Normal College of the Sequoias, Visalia American University, Washington McHenry County College, Crystal Lake Columbia College, San Francisco Mundelein College, Chicago Dominican College, San Rafael DELAWARE National College of Education, Evanston Frederick Taylor University, Moraga Brandywine College of Wedener University, National Louis University, Evanston Fresno Pacific University, Visalia Wilmington North Park College, Chicago Golden Gate University, San Francisco Drexel University, Wilmington Northeastern Illinois University, Chicago Marymount College, Rancho Palos Verdes Goldey Beacom College, Wilmington Oakton Community College, Des Plaines National University, San Diego Wesley College Rockford College, Rockford Palomar College, San Marcos Wilmington College, New Castle Sangamon State University, Springfield Sacramento City College, Sacramento Southern Illinois University, Carbondale Saint Mary’s College of California, Moraga FLORIDA University of Illinois, Springfield Saint Mary’s College of California Barry University, Miami Shores| Western Illinois University, Macomb San Diego City College Broward Community College, Hollywood Santa Rosa Junior College, Santa Rosa Eckerd College, St. Petersburg INDIANA Skyline College, San Bruno Florida Community College at Jacksonville Bethel College, Mishawaka Sonoma State, Rohnert Park Jacksonville University, Jacksonville Butler University, Indianapolis University of LaVerne, LaVerne Jones College, Jacksonville Goshen College, Goshen University of San Diego, San Diego Miami Christian College, Miami Indiana Business College, Indianapolis West Coast University, Los Angeles Nova University, Ft. Lauderdale Indiana Institute of Technology, Ft. Wayne Yuba College, Marysville St. Leo College, St. Leo Indiana Univ - Purdue Univ, Ft. Wayne Tampa College, Tampa Indiana University at Kokomo COLORADO University of North Florida, Jacksonville Indiana University/Purdue University (IU/PU), Arapahoe Community College, Littleton Ft. Wayne Aurora Community College, Aurora GEORGIA Indiana University/Purdue University (IU/PU), Colorado Christian University, Lakewood Berry College, Rome Indianapolis Community College of Denver, Denver Columbus College, Columbus Indiana Vocational Technical College, Ft. Wayne* Denver Technical College, Denver Covenant College, Lookout Mountain Indiana Wesleyan University Front Range Community College, Westminster LaGrange College Indiana Wesleyan, Carmel Metropolitan State, Denver Shorter College, Marietta Marian University Regis University, Denver| Strayer University Marion Technical College, Marion University of Phoenix-Colorado Div., Aurora Wesleyan College, Macon Martin Center College, Indianapolis St. Francis College, Ft. Wayne The 2021 issue of The Ed Rep Guidebook 23

Academic Institutions Known to Grant Credit for LOMA Courses (continued)

INDIANA, (continued) LOUISIANA MICHIGAN St. Mary of the Woods Community College, Louisiana State University, Baton Rouge Adrian College, Adrian St. Mary of the Woods University of New Orleans, New Orleans Aquinas College, Grand Rapids Trinity College & Seminary, Newburgh Baker College, Flint Tri-State University, Ft. Wayne MAINE Cleary College, Howell University of Indianapolis Andover College, Portland Delta College, University Center IOWA Husson College, Bangor Detroit College of Business, Detroit St. Joseph’s College, North Windham Grand Rapids Baptist College, Grand Rapids American Institute of Business, Des Moines University of Southern Maine, Portland Lansing Community College, Lansing Ashford University Westbrooke College, Portland Lawrence Institute of Technology, Southfield Briar Cliff College, Sioux City Macomb Community College, Warren Buena Vista College, Council Bluffs MARYLAND Siena Heights College, Siena Heights Des Moines Area Community College, College of Notre Dame of Maryland, Baltimore Spring Arbor College, Spring Arbor Des Moines Frederick Community College, Frederick Drake University, Des Moines Hagerstown Junior College, Hagerstown MINNESOTA Graceland College, Lamoni Hartford Community College, Bel Air Anoka Ramsey Community College, Coon Grand View College, Des Moines Hood College, Frederick Rapids Iowa State University, Ames Montgomery College, Rockville Bethel College, St. Paul Iowa Western Community College, Prince Georges Community College, Largo Capella University Council Bluffs University of Baltimore, Baltimore College of St. Catherine, St. Paul Mt. Mercy College, Cedar Rapids University of Maryland, College Park Concordia College, St. Paul Simpson College, Indianola Greenfield Community College, Greenfield St. Ambrose College, Council Bluffs MASSACHUSETTS Lakewood Community College, White Bear Teikyo Marycrest University, Davenport American International College, Springfield Luther Northwestern Theological Seminary, University of Iowa Assumption College, Worcester St. Paul University of Northern Iowa, Cedar Falls Bentley College, Waltham Metropolitan State University, St. Paul Upper Iowa University, Fayette Berkshire Community College, Pittsfield Minneapolis Community College, Minneapolis Wartburg College, Waverly Board of Insurance Medicine, Worcester North Hennepin Community College, Westmar College, Le Mars Boston University, Boston Minneapolis William Penn College, West Des Moines Central New England College of Technology, Northwestern College, St. Paul KANSAS Worcester St. Cloud State University, St. Cloud Clark University, Worcester University of Minnesota, Minneapolis Baker University, Overland Park/Baldwin City Eastern Nazarene College, Quincy University of St. Thomas, St. Paul Central Christian College of Kansas Elms College, Chicopee Dodge City Community College, Dodge City Fisher Junior College, Boston MISSISSIPPI Emporia State University, Emporia Greenfield Community College, Greenfield Belhaven College, Jackson Friends University, Wichita Laboure College, Boston Hutchinson Community College, Hutchinson Massachusetts Bay Community College, MISSOURI Johnson County Community College, Wellesley Hills Columbia College, Columbia Overland Park New England College of Finance, Boston Fontbonne College, St. Louis Mid-America Nazarene College, Olathe Newbury Junior College, Boston Heart of America Christian College, Kansas City Ottawa University, Ottawa/Kansas City North Adams State College, North Adams Jefferson College, Hillsboro St. Mary College, Leavenworth Northeastern University, Boston Kemper Military School & College, Boonville KENTUCKY Quinsigamond Community College, Worcester Lindenwood College, St. Charles Salem State College, Salem Maryville College, St. Louis Bellarmine College, Louisville Simmons College, Boston Missouri Baptist College, St. Louis Lexington Community College, Lexington Springfield Technical Community College, Park College, Parkville Midway College, Midway Springfield St. Louis University, St. Louis Spalding College, Louisville Stonehill College, North Easton Stephens College, Columbia Thomas Moore College, Crestview Hills University of Massachusetts, Amherst Webster University, St. Louis Western New England College, Springfield William Wood University Westfield State College, Westfield Worcester State College, Worcester 24 The 2021 issue of The Ed Rep Guidebook

Academic Institutions Known to Grant Credit for LOMA Courses (continued)

NEBRASKA NEW YORK (continued) OKLAHOMA Bellevue College, Bellevue PACE University, New York City Cameron University, Lawton Chadron State College, Chadron Rochester Institute of Technology, Rochester Langston University – Urban Center, Tulsa College of St. Mary, Lincoln Suffolk County Community College – Mid-America Christian University Doane College-Lincoln, Lincoln Ammerman Campus, Selden Oklahoma City University, Oklahoma City Grace College of the Bible, Omaha Suffolk County Community College – Southern Nazarene University Metro Community College, Omaha Western Campus, Brentwood University of Central Oklahoma University of Nebraska-Kearney, Kearney St. Francis College, Brooklyn OREGON University of Nebraska-Omaha, Omaha SUNY – College at Old Westbury, Long Island Western Nebraska Community College, SUNY – College at Oswego, Oswego Concordia College, Portland Scottsbluff SUNY – Elmira College, Elmira George Fox College, Newberg SUNY – Empire State College, Saratoga Linfield College, McMinnville NEVADA Springs Marylhurst College, Marylhurst University of Reno, Reno SUNY – Utica, Utica Portland Community College, Portland NEW HAMPSHIRE The American College Warner Pacific College Franklin Pierce College, Rindge Utica College of Syracuse University, Utica Western Baptist College, Salem Granite State College Hesser College, Salem NORTH CAROLINA PENNSYLVANIA New Hampshire College, Manchester Catawba Valley SC Antioch University, Philadelphia New Hampshire Technical Institute, Concord Central Piedmont Community College, Beaver College, Glenside Notre Dame College, Manchester Charlotte Bucks County Community College, Newton| Greensboro College, Greensboro Cabrini College, Radnor NEW JERSEY Guilford Technical Community College, Cambria County Community College, Caldwell College, Caldwell Jamestown Johnstown Camden County College, Blackwood High Point University, High Point Cedar Crest College, Allentown County College of Morris, Randolph Meredith College, Raleigh Delaware Valley College, Doylestown Fairleigh Dickinson, Rutherford Wilkes Community College, Wilkesboro Eastern College, St. Davids Georgian Court College, Lakewood Elizabethtown College, Elizabethtown Gloucester County College, Sewell NORTH DAKOTA Harrisburg Area Community College, Harris- Jersey City State College, Jersey City University of Mary, Bismark burg Middlesex County College, Edison Immaculata College, Immaculata Montclair State College, Upper Montclair OHIO Lebanon Valley College, Annville Raritan Valley Community, Sommerville Ashland University, Ashland Montgomery County Community College, St. Peters College, Jersey City Baldwin-Wallace College, Berea Blue Bell Thomas A. Edison State College, Trenton Bluffton College, Bluffton Neumann College, Aston Capital University, Columbus| Philadelphia College of Textile & Science, NEW YORK Clark State Community College, Springfield Philadelphia Cazenvoia College, Cazenovia College of Mount St. Joseph, Cincinnati Pierce Junior College, Philadelphia City University of New York – Herbert Lehman Columbus State Community College, Columbus St. Francis College of Pennsylvania, Loretta City College Franklin University, Columbus St. Joseph’s University, Philadelphia City University of New York – Hunter College Kent State University, Kent The Institutes City University of New York – York College Lourdes College, Sylvania University College – Pennsylvania, Chester College of Insurance, New York City Marion Technical College, Marion Widener University, Chester Dowling College, Oakdale Miami University, Hamilton Excelsior University, Albany Mount St. Joseph College, Mount St. Joseph PUERTO RICO Fulton Montgomery College, Johnstown Mount Vernon Nazarene College, Columbus Universidad Interamericana de Puerto Rico, Hudson Valley Community College, Troy Northwestern College, Lima San Juan Kingsborough Community College, Brooklyn Ohio Dominican, Columbus RHODE ISLAND Manhattan College, Riverdale Otterbein College, Westerville Marist College, Fishkill University of Dayton, Dayton Community College of Rhode Island – Marymount College, Tarrytown Ursuline College, Pepper Peak Knight Campus, Warwick Mercy College, Dobbs Ferry Wilmington College, Wilmington Roger Williams University, Bristol Monroe Community College, Rochester Xavier University, Cincinnati New York Institute of Technology, Central Islip SOUTH CAROLINA New York University Columbia International University, Columbia Niagara University, Niagara University Limestone College, Gaffney Nyack College, Nyack Wesleyan College, Central Onondaga Community College, Onondaga The 2021 issue of The Ed Rep Guidebook 25

SOUTH DAKOTA VIRGINIA CANADA National college of Business – Extension, Averett College, Danville BRITISH COLUMBIA Sioux Falls Central Virginia Community College, Lynchburg Sioux Falls College, Sioux Falls J. Sargeant Reynolds Community College, British Columbia Institute of Technology, University of South Dakota, Vermillion Richmond Vancouver James Madison University, Harrisonburg Dalhousie University, Halifax TENNESSEE Liberty University, Lynchburg Saint Mary’s University, Halifax Austin Peay State University, Clarksville Lynchburg College, Lynchburg ONTARIO Chattanooga State Technical Community Mary Baldwin College, Staunton College, Chattanooga Marymount University, Arlington Humber College of Applied Arts & Technology, Crichton College, Memphis Strayer College, Alexandria Etobicoke Covenant College Tidewater Community College, Portsmouth Seneca College of Applied Arts & Technology Cumberland University, Lebanon Virginia Commonwealth University, Richmond St. Lawrence College Middle Tennessee State University, Murfrees- Virginia Wesleyan College, Norfolk University of Waterloo (Correspondence boro Virginia Western Community College, Roanoke Program), Waterloo Nashville State Technical Institute, Nashville QUEBEC Pellissippi State Community College, Knoxville WASHINGTON Tennessee Wesleyan College, Athens City University of Seattle Northland Open University, Montreal Trevecca Nazarene College, Nashville City University, Bellevue Télé-université (Université du Québec à Tusculum College, Greeneville Griffin Business College, Seattle Montréal Université Laval, Quebec City TEXAS WEST VIRGINIA GREAT BRITAIN Amber University, Garland Wheeling Jesuit College, Wheeling University of London, London, England Dallas Baptist University, Dallas CARIBBEAN AREA, CENTRAL & SOUTH Dallas Christian College, Dallas WISCONSIN AMERICA East Texas State University, Texarkana Cardinal Stritch College, Milwaukee St. George’s College, Grenada University of the West Indies El Centro College, Dallas Concordia University – Wisconsin, Mequon Houston Community College, Houston Edgewood College, Madison Incarnate Word College, San Antonio Fox Valley Technical College, Appleton NOTE: The institutions listed above have granted Letourneau University, Dallas/Longview Lakeland College, Sheboygan credit to students for LOMA courses in the past. These McLennan Community College, Waco Madison Junior College of Business, Madison institutions may or may not grant credit to students in North Lake Community College, Irving Marion College of Fond du Lac, Fond du Lac the future. Additionally, institutions that do not appear Our Lady of the Lake University of San Antonio, Moraine Park Technical College, Fond du Lac on this list may grant credit to students as well. Each San Antonio Milwaukee Area Technical College, Milwaukee institution grants credit at its own discretion based on its own policies. Students interested in receiving Southwest Texas State University, San Marcos Mount Mary College, Milwaukee academic credit for LOMA courses should meet with St. Edwards University, Austin Mount Scenario College, Ladysmith their academic advisors to discuss this possibility then St. Mary’s University, San Antonio Nicolet Technical College, Rhinelander request an official Professional Education Transcript Texas A & M University - Corpus Christi, Northeast Wisconsin Technical College, from LOMA as needed. Corpus Christi Green Bay University of North Texas, Denton Ottawa University, Brookfield Nonresident College Degrees & Other Silver Lake College, Manitowoc Educational Resources UTAH Stratton College, Milwaukee Credit is often available for LOMA Education Program exams from colleges with nonresident degree pro- Westminster College of Salt Lake City, Salt University of Wisconsin – Green Bay, grams. In a nonresident program, students may earn Lake City Green Bay an associate or baccalaureate degree through the University of Wisconsin – Oshkosh, Oshkosh VERMONT consolidation of credits earned in a variety of ways. University of Wisconsin – Platteville, Platteville The following internet website provides information on Community College of Vermont, Montpelier University of Wisconsin – Superior, Superior alternative routes to completing your education: Johnson State College, Johnson Waukesha County Technical Institute, http://www.geteducated.com Trinity College, Burlington Pewaukee Vermont Technical College – Randolph Center, Waterbury Woodbury College 26 The 2021 issue of The Ed Rep Guidebook

Glossary

ACS — Associate, Customer Service, the des- Exam Center — A company serving as a Primary Location — For the purposes of ignation earned upon successful completion of facility for exam administration for students enrollment and examination administration, the LOMA’s five-course program designed for the not employed by that company who are un- Primary Location is the home office or company specific customer service needs of insurance able to sit for exams in their own workplaces. location where an employee serves as an official industry employees at all levels. Companies DO NOT serve as an exam cen- Ed Rep. AIRC — Associate, Insurance and Regulatory ters for their own students; their centering Principal Representative — The Principal Compliance, the designation earned upon suc- capacity refers only to outside students to Representative, usually the chief operating or cessful completion of LOMA’s course program whom they administer exams. Companies senior administrative officer of the company, designed to explain the complex compliance who serve as centers DO NOT use their cen- oversees all relations between a Regular or environment. LOMA has developed this program ter number as the exam location codes for Associate LOMA member company and LOMA. with the support of the Life and Health Compli- their own students. In Affiliate Companies this LOMA representative ance Association. FLMI — Fellow, Life Management Institute, is called the Corresponding Representative. ALMI — Associate, Life Management Institute, the designation earned upon successful com- LOMA representatives are appointed by com- the designation earned upon successful com- pletion of LOMA’s 10-course independent- pany management and are not agents of LOMA. pletion of five courses within the FLMI program study program featuring management-oriented Proctor — The third party who administers curriculum, two of which are electives. courses at the university level. the LOMA exams. Proctors are trustworthy ARA — Associate, Reinsurance Administration, FSRI — Fellow, Secure Retirement Institute, individuals who can be counted on to uphold the designation earned upon successful com- the designation earned upon successful com- the standards of the program. Persons who pletion of LOMA’s course program designed for pletion of seven LOMA courses that offer have completed the FLMI or FSRI designation employees in all areas of reinsurance. retirement education for Retirement industry make excellent proctors because they have a professionals. vested interest in preserving the integrity of the ASRI — Associate, Secure Retirement Institute, ­designation. the designation earned upon successful com- I*STAR — Individually Scheduled Test And pletion of six courses within the FSRI program Results, LOMA’s exam-by-computer system. Professional Education Transcript — An curriculum. I*STAR allows students the flexibility of taking official document showing credit for completed LOMA exams via computer year round. courses. This document, which must be re- Credentials Master List — This report is a LOMA — An international association of life quested in writing, is used by students request- historical record of participation by a compa- ing college credit, continuing education credit, ny’s employees in LOMA Education Program. and health insurance and financial services companies around the world. and/or professional licensing credit for LOMA Did-Not-Sit (DN) — Indicates that a student courses. was not present for the administration of a Member Companies — LOMA members are divided into three categories: Secondary Location — For the purposes of proctored examination, or did not complete the enrollment and exam administration, the Sec- requirements for a self-proctored course in the 1. Regular members are life insurance and ondary Location is a branch office or company allotted course access period. A score of “Did- retirement companies in the United States location other than the Ed Rep’s location where Not-Sit” does not count as a failure, nor does it and Canada. exams are administered. impact a student’s ability to enroll in the course 2. Associate members are life insurance and in the future. retirement companies outside the United Educational Representative (Ed Rep) — States and Canada. Representative/employee who is responsible 3. Affiliate members are individuals and orga- for administration and promotion of LOMA’s nizations that provide services to the industry. Insurance Professional Development Pro- grams. Ed Reps are appointed by company Participation in LOMA Professional Develop- management and are not agents of LOMA. ment Programs or any other LOMA-sponsored program or activity does not constitute mem- Enrollment — The process by which students bership in LOMA, nor does it qualify the orga- are enrolled or registered for exams. nization for member company rates. Nonmem- ber companies are urged to contact LOMA’s Membership Department for information re- garding membership eligibility. (Nonmembers generally pay higher prices for LOMA products and services.)

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