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View More Press Releases by LIMRA LOMA Secure Retirement Institute

Press release:

LOMA Secure Retirement Institute Introduces Fourth Course in FSRI Designation: Successful Retirement Outcomes

Issued by: LIMRA LOMA Secure Retirement Institute

Date: June 26, 2015

Latest Course Uniquely Concentrates on Retirement Income

ATLANTA – June 25, 2015 – The LOMA Secure Retirement Institute™ today announced the recent launch of Successful Retirement Outcomes (SRI 210), an online course which focuses on the increasingly significant topic of retirement income.

With the number of retirees projected to grow to 64 million by 2025, and the number of pre-retirees (age 55+) projected to increase to 45 million by just 2020, financial services companies need to be positioned to help these individuals create the retirement income they will need to enjoy a secure retirement.

“Industry professionals know that an individual’s retirement success requires managing risks and generating income. Successful Retirement Outcomes provides an in-depth study of the income sources, tools, and concepts used in the decumulation phase of retirement,” said Katherine C. Milligan, FLMI, ACS, senior vice president of LOMA’s Education and Training Division. “This course provides industry perspective and context that complements the focused in-house and technical training companies offer. The combined experience results in employees who ‘see the big picture’ and are better able to solve problems, provide solutions, and serve and support clients.”

Offered in a self-paced online format featuring video scenarios and a variety of highly interactive learning features, Successful Retirement Outcomes teaches key business concepts valuable for customer- facing, operations, technology and other associates. Using LOMA’s popular, effective and contemporary online delivery system, participants can complete the new course in approximately 14-16 hours.

Topics covered include:

  • Retirement Readiness, Behavioral Economics, and Risks
  • Sources of Retirement Income
  • Planning for Expenses and Protecting Assets
  • Determining Retirement Income Needs
  • Strategies for the Decumulation Phase
Successful Retirement Outcomes is the fourth course in the Fellow, Secure Retirement Institute™ (FSRI™) designation program.  The FSRI program, which is specifically designed for employees who support retirement plans and products in companies serving the retirement marketplace, is already being used by more than 130 organizations across the retirement sector.


The LOMA FSRI program provides a comprehensive curriculum for employees in asset management firms, insurance companies, distribution organizations, and recordkeeping companies.  It helps employees understand the plans and products they support, the role of those plans and products within a retirement plan, and the complex retirement planning decisions their customers are facing.  Employees who undertake the FSRI’s three-level program will also understand the role of their jobs within the broader context of their company and the retirement industry as a whole.  To learn more about the LOMA FSRI program, please visit:

About LIMRA LOMA Secure Retirement Institute  

The LIMRA LOMA Secure Retirement Institute provides comprehensive, unbiased research and education about all aspects within the retirement industry to improve retirement readiness and promote retirement security.  For information on the LIMRA LOMA Secure Retirement Institute™, visit:


View More Press Releases by LIMRA LOMA Secure Retirement Institute

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