Case Design Certificate - Module 8: Complex Case Design

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 8 - Complex Case Design
This module of the Nailba Case Design Certificate course work focuses on equipping case designers with the essential skills and best practices needed for handling complex case designs. It categorizes complex cases into business insurance, premium finance, loan rescue, and resources, emphasizing the importance of understanding economic and tax law changes in these contexts. Key topics include business continuity, employee retention strategies, and effective questions to guide case design, alongside an introduction to available resources that support case designers.

Learning Objectives

• Understand the different categories of complex case designs and their implications.

• Identify key concepts in business insurance, including buy-sell agreements and employee retention strategies.

• Utilize available resources and best practices to develop effective solutions for complex case scenarios.

PROFESSIONAL DEVELOPMENT COMMITTEE

COURSE CONTRIBUTORS