Content
2 modules
Rating
Instructor
Finseca Staff
Released
11 Jan 2024
Price
$199.00
Description
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 7 – New York Reg 187
New York Reg 187 delineates the state's standards for best practices in annuity and life insurance sales. This session comprehensively explores sales practices, including suitability and best interest, as well as the crucial aspects of disclosure and documentation in alignment with Reg 187.
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. |
1.
Session 7: New York Reg 187
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2.
NCMC L&C Certificate - Exam: New York Reg 187
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