Content
2 modules
Rating
Instructor
Finseca Staff
Released
24 Oct 2024
Description
The Case Design Certificate equips case designers with the foundational skills and expertise required to excel in the life insurance sales process. Through this comprehensive program, participants gain knowledge in essential areas such as policy structure, tax law, and product design, while honing their ability to collaborate with financial advisors and carriers to deliver customized insurance solutions. The coursework emphasizes the role of creativity, attention to detail, and strategic thinking in providing optimal client outcomes. The Case Design Certificate is comprised of eleven online learning modules with mastery quizzes for each module.
Module Overview:
Module 1 – The Role of a Case Designer
This module of the NAILBA Case Design Certificate equips individuals with essential skills and knowledge for the role of a case designer in life insurance sales. Case designers significantly influence policy details, such as death benefits and premium structures, while collaborating with financial advisors and insurance carriers to optimize client solutions. The module emphasizes the importance of creativity, strong relationships, and comprehensive product knowledge in delivering tailored insurance solutions that meet client needs.
Learning Objectives
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Understand the key responsibilities and best practices of a case designer in the life insurance sales process.
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Develop strong interpersonal and communication skills necessary for collaborating with financial advisors and insurance carriers.
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Gain insight into essential industry knowledge, including insurance products, licensing requirements, and regulatory considerations.
PROFESSIONAL DEVELOPMENT COMMITTEE
Leah Mahoney, – EVP - Operations, Diversified Brokerage Services, Inc. |
Chair |
Haley Chaires, – Account Executive, Ash Brokerage |
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 |
Jann Varner– AVP, Case Design |
Diversified Brokerage Services |
William Nalipinski– Regional Sales Consultant |
Securian Financial Group |
Karen Gilmore-Buxton– Sr. Product Specialist |
Lincoln Financial Group |
Kieth Gruchacz– Sr. Consultant |
Lincoln Financial Group |
Phil Jackson– Managing Director, Insurance Marketing |
Valmark Financial Group |
Ashley Orlinski– AVP Internal Sales |
LPL Financial |
Amber Castator– Sr. Relationship Case Manager |
Ash Brokerage |
1.
Module 1: The Role of a Case Designer
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2.
Case Design Certificate - Exam: The Role of a Case Designer
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