Finseca | Licensing & Contracting Certificate

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 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.

Session 2: State Licensing

NCMC L&C Certificate - Exam: State Licensing

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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 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.

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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.