Case Design Certificate - Module 9: Reinsurance

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 9 - Reinsurance
This module of the Nailba Case Design Certificate coursework focuses on the reinsurance market and its significant influence on the case designer's role within the life insurance industry. Understanding various reinsurance structures is essential for optimizing risk management and pricing strategies, as it enables case designers to recommend effective solutions that align with clients' needs while managing the associated risks. By comprehending the intricacies of reinsurance agreements and market dynamics, case designers can enhance their ability to support clients, particularly those seeking substantial life insurance coverage.

Learning Objectives

• Explain the role of reinsurance in managing risk within the life insurance industry.

• Identify different types of reinsurance agreements and their implications for product design and pricing.

• Assess how understanding reinsurance can optimize the case designer's strategies in providing coverage for high-net-worth clients.

PROFESSIONAL DEVELOPMENT COMMITTEE

COURSE CONTRIBUTORS