Content
22 courses
Released
17 Mar 2025
Price
$995.00 USD

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.
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. |
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