Content
1 module
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.
Session Overview:
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Congratulations on completing the Case Design Certification. Complete the survey to issue your credly badge.
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.
Credly Details
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I only saw one item that needed updating. During the LTC course, the speaker referred to 7702(a) instead of 7702(b) about mid point through the course. It should always be "7702(b)" when referring to LTC riders. Just one little hiccup.
This was a great course, it was difficult for me - especially the Advanced Planning and Business sections - and I have 30 years of experience.
Great work Finseca and to all of those throughout our industry that contributed to this course.
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