Case Design Certificate - Module 6: Illustrations

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 6 - Illustrations
This module of the Nailba Case Design Certificate coursework focuses on key illustration concepts for case designers. It covers essential illustration inputs like client age, risk class, and state of issue, ensuring accurate insurance quotes. Additionally, the module dives into solve types, premium modes, and the importance of understanding coverage objectives before illustrating solutions.

Learning Objectives

• Understand and accurately input key client details such as name, age, and risk class to ensure proper illustration accuracy.

• Identify and apply the appropriate solve types, including premium, no-lapse guarantee, and target cash value solves, based on coverage objectives.

• Develop best practices for ensuring attention to detail in all illustration processes to avoid costly errors.

PROFESSIONAL DEVELOPMENT COMMITTEE

COURSE CONTRIBUTORS