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 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, – 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 3: Carrier Contracting
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2.
NCMC L&C Certificate - Exam: Carrier Contracting
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