Licensing & Contracting Certificate - Session 1: Introduction to Licensing Contracting

Content
1 module

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 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,  – 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
Life Solutions, Underwriting, and New Business

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 1: Introduction to Licensing Contracting
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