Content
2 modules
Rating
Instructor
Finseca Staff
Released
11 Jan 2024
Price
$199.00
Description
This course expands upon the NAILBA Case Manager Certification and 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, – Director of Operations |
Diversified Brokerage Services, Inc. |
Amanda Singer, – VP Client Services |
Crump Life Insurance Services |
Haley Chaires – Account Executive |
Ash Brokerage |
Kim Wilcox – Vice President of Operations |
Innovative Underwriters |
Helena Roberts – Vice President
|
Lincoln Financial Group |
Melinda Marcotte – Head of Life New Business |
MassMutual |
Rachel Sachs – VP of Insurance Operations |
LPL Insurance Associates |
COURSE CONTRIBUTORS
Tiffany Markarian– Managing Director and Founder |
Advantus Marketing, LLC |
1.
Session 4: Carrier Appointments
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2.
NCMC L&C Certificate - Exam: Carrier Appointments
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