LOMA

What LOMA does

LOMA (Life Office Management Association) is a nonprofit professional trade association serving the insurance and financial services industry, operating as a division of LL Global, Inc. — formed in 2022 through the merger of LOMA and LIMRA. Founded in 1924 and headquartered in Atlanta with a regional office in Singapore, LOMA provides professional development, industry certifications, research, and AI governance resources to more than 700 member companies and over 110,000 FLMI designees worldwide.

The organization's core platform is a Learning Management System (learning.loma.org) that delivers online courses and certification programs including FLMI (Fellow, Life Management Institute), ALMI, ACS (Associate, Customer Service), and AIRC (Associate, Insurance Regulatory Compliance). Beyond certifications, LOMA operates an Information Center providing members access to 6,000+ business journals and handling 15,000+ research requests annually, runs instructor-led executive education programs (Insurance Immersion, Strategic Leadership Experience, AI Leadership Experience in partnership with Wharton Executive Education, Executive Immersion, Finance for Insurance Leaders), and publishes MarketFacts, the Industry news2use newsletter, and the Insider Insights Podcast. A growing portfolio of AI-focused resources includes the AI Governance Group (AIGG), AI Risk Evaluation Framework (AIRE), AI Project Lifecycle (AIPL), cost-benefit analysis templates, and an AI Automation Identification Framework.

LOMA generates revenue through membership dues from 700+ member companies, certification and designation program fees, conference registration (LIMRA Annual Conference, Advanced Sales Forum, Supplemental Health DI & LTC Conference, LOMA Canada Internal Audit Annual Meeting, Compliance/Legal/Fraud Prevention Conference), instructor-led facilitated learning events priced $2,525–$5,700 per attendee, research services, and benchmarking/enterprise education solutions. Its go-to-market is community-led: acquisition occurs through industry events, conferences, webinars, and thought-leadership content aimed at insurance executives, learning and development leaders, compliance professionals, and financial advisors across North America, Latin America, the Caribbean, EMEA, and Asia Pacific.

Name

LOMA

Legal name

LL Global, Inc.

Website

https://loma.org

Company type

Private

Founded year

1922

Operating status

Operating

Headcount range

101–250 employees

Short description

LOMA is a nonprofit trade association providing professional certifications, AI governance resources, industry research, and executive education to 700+ insurance and financial services member companies globally, operating as part of LL Global alongside LIMRA.

Ownership category

akta.pro rank

Product category

Insurance Industry Education and Professional Development

NAICS

Business Associations (813910), Educational Support Services (611710), Professional and Management Development Training (61143)

SIC

Services-Membership Organizations (8600), Services-Educational Services (8200)

akta.pro primary industry

Vertical/Industry-Specific LMS (e.g., Healthcare, Safety, Aviation, Government) (EDAFAAAM)

Keywords

• Insurance industry education
• Professional certification programs
• Insurance trade association
• AI governance frameworks
• Industry research services

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Membership Dues: LOMA operates as a trade association with member companies paying dues to access professional development, research, benchmarking tools, and networking services. Over 700 member companies are served globally.
2. Professional Development Programs: Revenue from certification and designation programs including FLMI, ALMI, AIRC, ACS, and specialized certificates. Programs offered at various price points with member and non-member rates.
3. Conference Registration Fees: Registration fees for industry conferences including LIMRA Annual Conference, Advanced Sales Forum, Supplemental Health DI & LTC Conference, and LOMA Canada Internal Audit Annual Meeting. Pricing varies by membership status with early-bird discounts available.
4. Facilitated Learning Events: Instructor-led training programs including Insurance Immersion, Finance for Insurance Leaders, and other professional development events with registration fees ranging from $2,525-$5,700 depending on membership and timing.
5. Research Publications: Quick queries, research briefs, and industry reports available through the Information Center, covering topics such as claims processing, technology initiatives, employee benefits, and industry practices.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

LOMA is a nonprofit trade association serving the insurance and financial services industry, providing professional development programs, industry certifications (FLMI, ALMI, ACS, AIRC), executive education, instructor-led training, industry research, conferences, and AI governance frameworks and tools. It operates a Learning Management System that delivers online courses and educational resources to over 700 member companies and 110,000 FLMI designees globally.

Product overview

LOMA is a professional association serving the insurance and financial services industry, operating as part of LL Global alongside LIMRA. Rather than a single product, LOMA offers a comprehensive portfolio of professional development programs, certifications, industry research, conferences, and AI governance resources. The core offerings include professional certifications (FLMI, ALMI, ACS, AIRC) and certificate programs (Regulatory Compliance Essentials, Customer Experience Essentials, Retirement Essentials, FLMI Level 1), delivered through instructor-led training programs (Insurance Immersion, Strategic Leadership Experience, AI Leadership Experience in partnership with Wharton Executive Education, Executive Immersion, Finance for Insurance Leaders) and a Learning Management System. LOMA also provides an AI Tools and Resources Hub with governance frameworks, risk evaluation tools, and strategic guides; publishes MarketFacts and Industry news2use; produces the Insider Insights Podcast; operates the Information Center with access to 6,000+ journals; and organizes major conferences including the LIMRA Annual Conference, Compliance/Fraud Prevention Conference, Supplemental Health/DI/LTC Conference, and Advanced Sales Forum. Solutions include Recruiting & Assessment, Benchmarking & Survey Tools, Enterprise Education, From Hire to Retire, and LIC Resources for Smaller Companies.

Differentiator

Problem solved

Functional benefit

Brands

• Fellow, Life Management Institute (FLMI): Prestigious professional designation program that has empowered over 110,000 industry professionals with insurance and financial services expertise.
• LIC (Life Insurance Committee)
• LOMA Canada
• LIMRA and LOMA AI Governance Group (AIGG)

Products and services

• Fellow, Life Management Institute (FLMI) The prestigious Fellow, Life Management Institute designation program that has empowered over 110,000 industry professionals with deep knowledge of insurance and financial services for career advancement.
• Associate, Life Management Institute (ALMI) Professional certification for insurance professionals seeking to deepen industry knowledge and advance their careers.
• Associate, Customer Service (ACS) Professional certification focused on customer service excellence in the insurance and financial services industry.
• Associate, Insurance Regulatory Compliance (AIRC) Professional certification for compliance professionals in the insurance industry.
• FLMI Level 1 Certificate in Insurance Fundamentals Foundational certificate program providing essential knowledge of the insurance business.
• Certificate in Regulatory Compliance Essentials Certificate program covering essential regulatory compliance knowledge for insurance professionals.
• Certificate in Customer Experience Essentials (CCXE) Certificate program focused on delivering exceptional customer experiences in insurance.
• Certificate in Retirement Essentials Certificate program covering retirement planning and products for insurance professionals.
• Insurance Immersion Live, collaborative, instructor-led program providing a solid understanding of the life insurance business, covering industry overview, individual life insurance, annuity products, distribution systems, underwriting, claims, and how insurers make money.
• Strategic Leadership Experience Executive-level leadership program for emerging and senior leaders in financial services.
• AI Leadership Experience Program developed in partnership with Wharton Executive Education that equips industry leaders with strategic insight, practical tools, and leadership confidence needed to drive responsible, enterprise-wide AI transformation.
• Executive Immersion Executive-level program providing intensive industry knowledge for senior leaders.
• Finance for Insurance Leaders Program designed for insurance professionals to develop financial acumen and leadership skills.
• Industry Advantage Industry-specific, just-in-time learning designed for today's pace, helping employees thrive from onboarding to continuous development.
• Learning System Online learning management system providing access to LOMA's educational content, courses, and professional development resources for individual learners at member companies.
• LIMRA Annual Conference One of the largest gatherings of senior executives in the financial services industry, providing strategic industry insights and high-level networking with a focus on life, annuities, and workplace benefits.
• Compliance, Legal, and Fraud Prevention Conference Conference covering compliance, legal, and fraud prevention topics for insurance professionals.
• Supplemental Health, DI & LTC Conference Conference addressing supplemental health products, individual disability insurance, and long-term care topics, jointly hosted by LIMRA, LOMA, and the Society of Actuaries.
• Advanced Sales Forum Event dedicated to advanced sales professionals in the financial services industry, providing insights from industry leaders and subject matter experts.
• LOMA Canada Internal Audit Annual Meeting Annual meeting for internal audit professionals from all career levels to gain knowledge, share ideas, and network with industry peers.
• Information Center Exclusive member benefit providing an extensive library of tools and resources, responding to over 15,000 requests annually. Access to over 6,000 business journals and reports, 80+ direct-access publications, and archives of industry history.
• Recruiting & Assessment Services helping member companies with recruiting and assessing talent in the insurance industry.
• Benchmarking & Survey Tools Tools enabling member companies to benchmark performance and gather industry survey data.
• Enterprise Education Customized education solutions for enterprise-level organizations in the insurance industry.
• From Hire to Retire Comprehensive talent lifecycle solutions covering recruitment, development, and retention for insurance organizations.
• LIC Resources for Smaller Companies Specialized resources and support for small to midsize insurance companies through the Life Insurance Conference (LIC).

Quantifiable outcome

• Over 110,000 FLMI designees have earned the prestigious professional designation
• +2 more outcomes

Named customers17 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• LL GlobalcoreOthersLL Global is the parent organization of LIMRA and LOMA, operating as the largest trade association supporting the insurance and related financial services industry for over a century.
• LIMRAcoreOthersLIMRA (Life Insurance and Market Research Association) is the research and industry insights arm of LL Global, working with LOMA to serve over 700 member companies worldwide.
• Allianz Life Insurance of North AmericaminorGTM or Marketing PartnerHosting the Finance for Insurance Leaders facilitated learning event in September 2026 at their Minneapolis, MN location.
• MNP LLPminorGTM or Marketing PartnerNational professional services firm and sponsor of the 2026 LOMA Canada Internal Audit Annual Meeting, providing venue at MNP in Toronto.
• Society of ActuariescoreStrategic or Co-development PartnerCo-hosting the Supplemental Health, DI & LTC Conference alongside LIMRA, LOMA, bringing together actuarial and insurance professionals.
• ACLI (American Council of Life Insurers)coreStrategic or Co-development PartnerJoint hosting of the Life Insurance and Annuity Conference, providing cross-functional learning and networking opportunities.
• Wharton Executive EducationcoreStrategic or Co-development PartnerPartnership to develop the AI Leadership Experience program that equips industry executives with strategic insight for enterprise-wide AI transformation.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• LIMRA: LIMRA is LOMA's sister organization under LL Global and the primary research and benchmarking arm for the life insurance industry. It directly overlaps with LOMA in serving the same member companies, with complementary (and partially substitutable) offerings around industry data and executive conferences.
• The Institutes: The Institutes (formerly AICPCU/IIA) offer insurance and risk management designations (e.g., CPCU, ARM) and continuing education directly competing with LOMA's FLMI/ALMI/ACS/AIRC stack for the same insurance professional buyer.
• The American College of Financial Services: The American College grants financial services designations (CFP, ChFC, CLU, MSFS) targeting similar insurance and financial services professionals and corporate buyers, with overlapping curriculum in retirement, regulatory compliance, and wealth management.
• Society of Actuaries: The SOA co-hosts the Supplemental Health, DI & LTC Conference with LOMA and LIMRA and serves many of the same insurance professionals with actuarial credentials and continuing education — making it a direct peer for life/annuity talent development.
• American Council of Life Insurers (ACLI): ACLI is the primary trade association for US life insurers, co-hosting the Life Insurance and Annuity Conference with LOMA/LIMRA. It overlaps on member companies, advocacy, and convening, although ACLI leads on policy while LOMA leads on education.
• Insured Retirement Institute (IRI): IRI is a trade association focused on retirement and annuities, serving many of the same life insurance member companies and professionals as LOMA, with overlapping conferences, certifications, and benchmarking services.

Broad incumbents

• CFA Institute: CFA Institute administers the CFA Program and other investment designations used by some insurance and financial professionals. It is a broader financial-services designation body with comparable credentialing and continuing-education infrastructure.
• FINRA (Financial Industry Regulatory Authority): FINRA administers regulatory licensing and continuing education for broker-dealer professionals and is the dominant not-for-profit credentialing body in adjacent securities/insurance-securities distribution — a comparable mission and structure, but serving securities rather than insurance core.

Emerging players

• GARP (Global Association of Risk Professionals): GARP administers the FRM and other risk-focused certifications and serves financial services risk professionals — a related professional association with a comparable designation-driven business model, but focused on risk rather than life insurance operations.

Regional players

• National Association of Insurance Commissioners (NAIC): NAIC is the US state-level regulator collective that influences insurance training and compliance requirements. While not a commercial peer, it sets the regulatory framework within which LOMA's compliance certifications compete and is a relevant adjacent authority for compliance education.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/LOMA_Updates
• YouTubeyoutube.com/channel/UCcDBpahgES1t7k3yCq4_6Ww/videos
• Facebookfacebook.com/LOMAInsuranceEducation
• LinkedInlinkedin.com/company/loma
• Instagraminstagram.com/loma_insurance_education

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LOMA