جمعية إدارة مكتب الحياة (LOMA)

ALMI

FIVE COURSES

LO I A 280
Principles of Insurance
Life , HeIth &Annuities

– The life and Health Insurance Industry.

• Introduction to Risk and
• The Insurance Policy. – Pricing Life Insurance.
• Individual Life Insurance Products and Supplemental
• Life Insurance Policy
  Ownership Rights.
• Paying Life Insurance Policy Proceeds.

– Annuities and Individual Retirement Arrangements.

• Principles of Group
• Group Saving and Retirement Plans.
• Medical Expense

– Disability Income Coverage.

• Individual and Group Health Insurance Policies.

Operations

– Life Insurance Company Operations.

• Competition, Regulation and Ethics in the Life Insurance Industry.

– Life Insurance Company Formation and Restructuring.

– The Organizational Structure of Insurance Companies.

– Marketing Activities and Strategies Product Development.

• Pricing Insurance
• Product Distribution. – Home Office Support for Distribution Systems.
• Life Insurance
• Customer Service.

– Claim and Annuity Benefit Administration

– Information Management. – An Overview of Financial Management

• Managing Investments.
• Human Resource

– Legal and Compliance Operations.

Principles and Institutional Investing

– The Role and Scope of Investments.

– Investment Markets
and Transactions.

– Online Investing

Information, and Trading. – Investment Return and

Risk.

– Modern Portfolio Concepts.

– Bond Investments.

– Bond Valuation and Analysis.

– Common Stock
Investments.

• Stock Valuation and Investment Decisions.
• Mutual Funds.
• Institutional Asset
• Management of the

– Function in Institutions. – Marketing Investing

Services to Businesses. – Accounting for

Investment Expenses. – Institutional Approaches

to Risk Management.

• Investment Compliance.

of the Following Elective Courses:

LOMA 301

Insurance Administration

LOMA 311/316

Business Law for

Financial Services
Professionals
LOMA 320

Life and Health

Insurance Marketing
LOMA 330

Management Principles
and Practices
LOMA 351

Financial Services
Environment.
LOMA 361

Accounting and Financial

Reporting in Life

Insurance Companies.
LOMA 371

Managing for Solvency

and Profitability in Life

Insurance Companies.