The Case Design Certificate equips case designers with the foundational skills and expertise required to excel in the life insurance sales process. Through this comprehensive program, participants gain knowledge in essential areas such as policy structure, tax law, and product design, while honing their ability to collaborate with financial advisors and carriers to deliver customized insurance solutions. The coursework emphasizes the role of creativity, attention to detail, and strategic thinking in providing optimal client outcomes. The Case Design Certificate is comprised of eleven online learning modules with mastery quizzes for each module.   PROFESSIONAL DEVELOPMENT COMMITTEE Leah Mahoney,  – EVP - Operations, Diversified Brokerage Services, Inc. Chair Haley Chaires,  – Account Executive, Ash Brokerage Member Kim Wilcox, – Vice President of Operations, Innovative Underwriters Member Rachel Sanfilippo, – Operations Manager - Contracting & Licensing & New Business, Partners Advantage A Gallagher Group Member Amanda Singer, – Vice President, Crump Member Melinda Marcotte, – Head of Life New Business, MassMutual Member   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Jann Varner– AVP, Case Design Diversified Brokerage Services William Nalipinski– Regional Sales Consultant Securian Financial Group Karen Gilmore-Buxton– Sr. Product Specialist Lincoln Financial Group Kieth Gruchacz– Sr. Consultant Lincoln Financial Group Phil Jackson– Managing Director, Insurance Marketing Valmark Financial Group Ashley Orlinski– AVP Internal Sales LPL Financial Amber Castator– Sr. Relationship Case Manager Read more

The Underwriting Certification Program helps train and develop new underwriters on the life insurance underwriting process, while certifying existing underwriters on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of nineteen online learning modules with mastery quizzes for each module.   PROFESSIONAL DEVELOPMENT COMMITTEE Leah Mahoney,  – EVP - Operations, Diversified Brokerage Services, Inc. Chair Haley Chaires,  – Account Executive, Ash Brokerage Member Rachel Sachs, – Vice President Insurance Operations, LPL Financial Member Kim Wilcox, – Vice President of Operations, Innovative Underwriters Member Rachel Sanfilippo, – Operations Manager - Contracting & Licensing & New Business, Partners Advantage A Gallagher Group Member Amanda Singer, – Vice President, Crump Member Melinda Marcotte, – Head of Life New Business, MassMutual Member   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Melissa Heighway– Director of Life Underwriting; Insitutional Channel Crump Life Insurance Services Stephanie Hrisko– Medical Consultant in Underwriting The Cason Group Angela Ison– Underwriting Consultant MassMutual David Glasgow– Underwriter Diversified Brokerage Services Kim Schrass– Director of Underwiting Ash Brokerage, An Integrity Company Jim White– Underwriting Manager Securian Financial Jann Varner– AVP, Case Design Diversified Brokerage Services William Nalipinski– Regional Sales Consultant Securian Financial Group Karen Gilmore-Buxton– Sr. Product Specialist Lincoln Financial Group Kieth Gruchacz– Sr. Consultant Lincoln Financial Group Phil Jackson– Managing Director, Insurance Marketing Valmark Financial Group Ashley Orlinski– AVP Internal Sales LPL Financial Amber Castator– Sr. Relationship Case Manager Ash Brokerage Read more

  This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It delves into the crucial aspects of Contracting, Licensing, Appointments, and Commissions, emphasizing their role in the sale and processing of life insurance policies. Developed through a life insurance lens, the program consists of 10 online learning modules accompanied by mastery quizzes.    FIELD DEVELOPMENT COMMITTEE Leah Mahoney,  – EVP - Operations, Diversified Brokerage Services, Inc. Chair Haley Chaires,  – Account Executive, Ash Brokerage Member Rachel Sachs, – Vice President Insurance Operations, LPL Financial Member Kim Wilcox, – Vice President of Operations, Innovative Underwriters Member Rachel Sanfilippo, – Operations Manager - Contracting & Licensing & New Business, Partners Advantage A Gallagher Group Member Amanda Singer, – Vice President, Crump Member Melinda Marcotte, – Head of Life New Business, MassMutual Member   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Amy Eisinger– Chief Operating Officer AgencyONE, LLC - A Solutions Driven Company Jared Herndon– Director Contracting & RI Case Management Ash Brokerage, An Integrity Company Jessica Hinman– Comission Manager Brokers Clearing House, LLC, AN Integrity Company Debbie King– Senior Carrier Appointment Specialist BUI Tanja Pederson– Licensing, Contracting, and Commissions Supervisor Pinney Insurance Kristin Washburn– Manager of Process, Projects & Training The Cason Group Jessi Schmidt– Principal, Director of Licensing & Contracting Vanbridge an EPIC Company Allie Munson– Commission Specialist Diversified Brokerage Services, Inc Jessica Schultz– Licensing & Commissions Supervisor Diversified Brokerage Services, Inc. Dawn Goss– Licensing & New Account Specialist Diversified Brokerage Services, Inc. Read more

The NAILBA Case Manager Certification Program helps train and develop new case managers on the life insurance case management process, while certifying existing case managers on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module.   FIELD DEVELOPMENT COMMITTEE Abby Milner Mann – Vice President, New Business The Milner Group Leah Mahoney, FLMI, PCS – Director of Operations Diversified Brokerage Services, Inc. Carolyn Sampson – Sr. Vice President of New Business The National Benefit Corp Kany MacLellan – AVP, Underwriting and New Business Brokers’ Service Marketing Group Haley Chaires – Life Relationship Manager Ash Brokerage Helena Roberts – Vice President Life Solutions, Underwriting, and New Business Lincoln Financial Group Heather Dowd – Sr. Training Consultant Life Solutions, Underwriting & New Business Lincoln Financial Group Amanda Singer, FLMI, ACS – Vice President Crump Life Insurance Services Tiffany Markarian – Managing Director and Founder Advantus Marketing, LLC Peri Lane – Owner Apis Productions   CONTRIBUTING SUBJECT MATTER EXPERTS Andrea Caruso – Executive Vice President and Chief Operating Officer MIB Group, Inc. Melinda Meyer – President Aspen Strategies, LLC Joangel Concepcion – Director, Memebership and Digital Engagement NAILBA Jane Riley – Chief Compliance Officer The Leaders Group, Inc. Alaina Winson – Support and Services Manager / Operations Project Manager Diversified Brokerage Services, Inc. Dawn Goss – Licensing and New Account Specialist Diversified Brokerage Services, Inc. Lori-Anne Walker – Chief Underwriter Diversified Brokerage Services, Inc. Jann Varner, FLMI – Case Design Team Manager Diversified Brokerage Services, Inc. Brandon Johnsen – Senior Case Design Analyst Diversified Brokerage Services, Inc. Shannon Daly – Product Analyst, Individual Life Lincoln Financial Group Read more

The Case Design Certificate equips case designers with the foundational skills and expertise required to excel in the life insurance sales process. Through this comprehensive program, participants gain knowledge in essential areas such as policy structure, tax law, and product design, while honing their ability to collaborate with financial advisors and carriers to deliver customized insurance solutions. The coursework emphasizes the role of creativity, attention to detail, and strategic thinking in providing optimal client outcomes. The Case Design Certificate is comprised of eleven online learning modules with mastery quizzes for each module. Module Overview: Module 11 - Service for Inforce Illustrations This module of the Nailba Case Design Certificate coursework focuses on the role of case designers in providing in-force illustrations and related services. It highlights the importance of understanding the performance of existing life insurance policies, utilizing in-force illustrations for evaluation and strategy adjustments, and exploring conversion opportunities from term to permanent insurance. Case designers are essential in guiding advisors and clients through these processes, ensuring that policies remain aligned with client needs and financial goals. Learning Objectives Understand the role of case designers in managing and providing in-force illustrations for life insurance policies. Learn how to evaluate the performance of existing policies and identify opportunities for term conversions to permanent insurance. Gain insights into the impact of premium adjustments, loans, and long-term care riders on policy performance and client strategy.   PROFESSIONAL DEVELOPMENT COMMITTEE Leah Mahoney,  – EVP - Operations, Diversified Brokerage Services, Inc. Chair Haley Chaires,  – Account Executive, Ash Brokerage Member Kim Wilcox, – Vice President of Operations, Innovative Underwriters Member Rachel Sanfilippo, – Operations Manager - Contracting & Licensing & New Business, Partners Advantage A Gallagher Group Member Amanda Singer, – Vice President, Crump Member Melinda Marcotte, – Head of Life New Business, MassMutual Member   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Jann Varner– AVP, Case Design Diversified Brokerage Services William Nalipinski– Regional Sales Consultant Securian Financial Group Karen Gilmore-Buxton– Sr. Product Specialist Lincoln Financial Group Kieth Gruchacz– Sr. Consultant Lincoln Financial Group Phil Jackson– Managing Director, Insurance Marketing Valmark Financial Group Ashley Orlinski– AVP Internal Sales LPL Financial Amber Castator– Sr. Relationship Case Manager Ash Brokerage Read more

The Case Design Certificate equips case designers with the foundational skills and expertise required to excel in the life insurance sales process. Through this comprehensive program, participants gain knowledge in essential areas such as policy structure, tax law, and product design, while honing their ability to collaborate with financial advisors and carriers to deliver customized insurance solutions. The coursework emphasizes the role of creativity, attention to detail, and strategic thinking in providing optimal client outcomes. The Case Design Certificate is comprised of eleven online learning modules with mastery quizzes for each module. Module Overview: Module 10 - Follow-Up Protocols to Generate New Opportunities This module of the Nailba Case Design Certificate coursework focuses on the importance of follow-up protocols when running illustrations to generate new business opportunities. Effective follow-up not only reinforces the case designer's commitment to the advisor but also enhances the likelihood of securing sales by demonstrating value and responsiveness. By implementing consistent follow-up practices, case designers can better understand advisor needs, address any concerns, and position themselves as proactive partners in the advisory process. Learning Objectives Understand the significance of follow-up in the case design process and its impact on securing applications and paid cases. Identify effective follow-up strategies, including the timing and methods of communication tailored to advisor preferences. Develop skills to address advisor objections, provide relevant training, and adapt to changing circumstances in the financial industry.   PROFESSIONAL DEVELOPMENT COMMITTEE Leah Mahoney,  – EVP - Operations, Diversified Brokerage Services, Inc. Chair Haley Chaires,  – Account Executive, Ash Brokerage Member Kim Wilcox, – Vice President of Operations, Innovative Underwriters Member Rachel Sanfilippo, – Operations Manager - Contracting & Licensing & New Business, Partners Advantage A Gallagher Group Member Amanda Singer, – Vice President, Crump Member Melinda Marcotte, – Head of Life New Business, MassMutual Member   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Jann Varner– AVP, Case Design Diversified Brokerage Services William Nalipinski– Regional Sales Consultant Securian Financial Group Karen Gilmore-Buxton– Sr. Product Specialist Lincoln Financial Group Kieth Gruchacz– Sr. Consultant Lincoln Financial Group Phil Jackson– Managing Director, Insurance Marketing Valmark Financial Group Ashley Orlinski– AVP Internal Sales LPL Financial Amber Castator– Sr. Relationship Case Manager Ash Brokerage Read more