Content
2 modules
Rating
Instructor
Finseca Staff
Released
24 Oct 2024
Price
$199.00
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 11 - Service for Inforce Illustrations
This module of the Nailba Case Design Certificate coursework focuses on the role of case designers in providing in-force illustrations and related services. It highlights the importance of understanding the performance of existing life insurance policies, utilizing in-force illustrations for evaluation and strategy adjustments, and exploring conversion opportunities from term to permanent insurance. Case designers are essential in guiding advisors and clients through these processes, ensuring that policies remain aligned with client needs and financial goals.
Learning Objectives
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Understand the role of case designers in managing and providing in-force illustrations for life insurance policies.
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Learn how to evaluate the performance of existing policies and identify opportunities for term conversions to permanent insurance.
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Gain insights into the impact of premium adjustments, loans, and long-term care riders on policy performance and client strategy.
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 11: Service for Inforce Illustrations
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2.
Case Design Certificate - Exam: Service for Inforce Illustrations
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Great information!!! Case Designers offer a lot of value when evaluation in force life insurance policies. Great information - really, really excellent. Thank you!
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