Inforce Certification - Congratulations!

Content
1 module

Rating

Instructor
Finseca Staff

Released
17 Mar 2025

Description

The Inforce Certification provides a comprehensive understanding of the key aspects of life insurance policies once they are in force. This certification covers a range of topics related to policy services, technology, billing, changes, loans, and more. Participants will gain knowledge of how to manage policies post-issue, including understanding policy updates, billing processes, and critical policy changes. The course also includes guidance on the use of technology, such as online portals and software products, and addresses specific policy-related actions like reinstatements, conversions, and surrenders. It will also explore the financial implications of policy loans, collateral assignments, and premium financing. This certification is essential for those involved in life insurance policy administration and advisory services.

Session Overview:

Congratulations!
Congratulations on completing the Inforce Certification. Complete the survey to issue your credly badge.


COURSE CONTRIBUTORS

Leah Mahoney – EVP - Operations 

Diversified Brokerage Services, Inc.

Kim Wilcox – Head of Wealth Management Specialists 

Guardian Life

Sandra Giordano – Manager, Shared Services

Ash Brokerage

Cheryl Visconti– Operations Manager

Gallagher

Alaina R. Winson – Operations Project Manager

Diversified Brokerage Services, Inc.

 

1.
Credly Details
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