Content
10 modules
Rating
Instructor
Finseca Staff
Released
06 Mar 2025
Description
The NAILBA Case Manager Certification Program helps train and develop new case managers on the life insurance case management process, while certifying existing case managers on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module.
FIELD DEVELOPMENT COMMITTEE
Abby Milner Mann – Vice President, New Business |
The Milner Group |
Leah Mahoney, FLMI, PCS – Director of Operations |
Diversified Brokerage Services, Inc. |
Carolyn Sampson – Sr. Vice President of New Business |
The National Benefit Corp |
Kany MacLellan – AVP, Underwriting and New Business |
Brokers’ Service Marketing Group |
Haley Chaires – Life Relationship Manager |
Ash Brokerage |
Helena Roberts – Vice President
|
Lincoln Financial Group |
Heather Dowd – Sr. Training Consultant
|
Lincoln Financial Group |
Amanda Singer, FLMI, ACS – Vice President |
Crump Life Insurance Services |
Tiffany Markarian – Managing Director and Founder |
Advantus Marketing, LLC |
Peri Lane – Owner |
Apis Productions |
CONTRIBUTING SUBJECT MATTER EXPERTS
Andrea Caruso – Executive Vice President and Chief Operating Officer |
MIB Group, Inc. |
Melinda Meyer – President |
Aspen Strategies, LLC |
Joangel Concepcion – Director, Memebership and Digital Engagement |
NAILBA |
Jane Riley – Chief Compliance Officer |
The Leaders Group, Inc. |
Alaina Winson – Support and Services Manager / Operations Project Manager |
Diversified Brokerage Services, Inc. |
Dawn Goss – Licensing and New Account Specialist |
Diversified Brokerage Services, Inc. |
Lori-Anne Walker – Chief Underwriter |
Diversified Brokerage Services, Inc. |
Jann Varner, FLMI – Case Design Team Manager |
Diversified Brokerage Services, Inc. |
Brandon Johnsen – Senior Case Design Analyst |
Diversified Brokerage Services, Inc. |
Shannon Daly – Product Analyst, Individual Life |
Lincoln Financial Group |
1.
Section 1: Life Insurance Overview
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2.
Section 2: The Underwriting Process
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3.
Section 3: The of the Brokerage General Agency (BGA)
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4.
Section 4: Types of Case Submissions
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5.
Section 5: The Case Manager Role
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6.
Section 6: Case Management Requirements
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7.
Section 7: Working with Advisors and Insurance Professionals
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8.
Section 8: Regulatory Considerations
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9.
NCMC - Final Exam: Case Manager Certification
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10.
Congrats, next steps
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