GET CERTIFIED AND PROTECTED
Fiduciary Education for Sales & Service Professions
LIMRA’s LOMA Secure Retirement Institute developed this program to help all customer serving individuals in the industry, whether or not they are directly involved in the selling process. This training is beneficial whether or not you or your staff members are in a fiduciary or non-fiduciary role.
- Program is conducted by an independent, third party to prevent bias or conflict of interest
- Course completion is certified for the added layer of legal protection and customer satisfaction
- Courses offer actual scenarios as examples of effective compliance in action
- Core courses for all individuals who interact with clients, with breakouts for fiduciary and non-fiduciary roles
- Annual refresher with rule updates as they develop
Are you ready to find out how you can receive this valuable training for free?