LIMRA and LOMA Establish the Robert A. Kerzner Scholarship Program

| 16 Jan 2019

LIMRA and LOMA announced the Robert A. Kerzner Scholarship Program, established to honor Robert Kerzner for his contributions to the insurance industry and his years of service as CEO of LIMRA, LOMA, and LL Global.

Bob Kerzner led LIMRA, LOMA and LL Global as president and CEO from 2004 until his retirement on December 31, 2018. From the start, Bob was a change agent – rebuilding and refocusing LIMRA and strengthening its financial health. Over the 14 years as CEO, Bob led the merger of LIMRA and LOMA and was instrumental in establishing the LIMRA LOMA Secure Retirement Institute. Both initiatives bolstered the organization’s relevancy and value to the members.

Beginning in 2019, the Robert A. Kerzner Scholarship Program may award an annual scholarship to an individual employed in the life, disability, worksite benefits and/or health insurance industry or in retirement services to fund the following professional development courses:

  • The courses required to complete the Fellow, Life Management Institute designation program
  • The courses required to complete the Fellow, Secure Retirement Institute designation
  • The capstone program for the LIMRA Leadership Institute Fellow designation

Guidelines for the scholarship: 

  • 1 application per person per calendar year,
  • Prior recipients are not eligible,
  • Open to employees of all LIMRA and/or LOMA member companies regardless of geographic location (this is applicable worldwide);
  • If awarded for LLIF Capstone, recipient is responsible for all expenses related to attending the program (e.g., travel, passport, etc.);
  • The monetary value of the award may be taxable income to the recipient.  
  • Applicant must be at least 18 years of age and employed in the insurance/financial services industry for at least 3 years with a LIMRA and/or LOMA member company (in any country) at the time of application.
  • Preference will be given to applicants whose employer will not pay for or reimburse course of FLMI/FSRI study or Capstone program.

For further details on the scholarship, please visit here.

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