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

This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 1 – Introduction to Licensing & Contracting This session focuses on the role for Licensing and Contracting within a Brokerage General Agency (BGA) but also has applicability for those individuals who are responsible for licensing and contracting at an insurance carrier.   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

This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 2 – State Licensing Prior to engaging with clients on insurance coverage, advisors must obtain an insurance license. This session will delve into the requirements for state licensing and product-specific licenses.   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

This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 3 – Carrier Contracting Carrier contracts serve as an agreement between a carrier, the advising individual/firm, and the brokerage/GA. In this session, we will discuss the essential steps and documentation required for processing carrier contracts.   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

This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 4 – Carrier Appointments After establishing a carrier contract, the subsequent step involves setting up an appointment within the state where new business is being written. This session will delve into more detail about this process.   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