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. Read more

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 Life Solutions, Underwriting, and New Business Lincoln Financial Group Heather Dowd – Sr. Training Consultant Life Solutions, Underwriting & New Business 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 Read more

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.   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 Read more

The Underwriting Certification Program helps train and develop new underwriters on the life insurance underwriting process, while certifying existing underwriters 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 nineteen online learning modules with mastery quizzes for each module.   PROFESSIONAL DEVELOPMENT COMMITTEE Leah Mahoney,  – EVP - Operations, Diversified Brokerage Services, Inc. Chair Haley Chaires,  – Account Executive, Ash Brokerage Member Rachel Sachs, – Vice President Insurance Operations, LPL Financial 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 Melissa Heighway– Director of Life Underwriting; Insitutional Channel Crump Life Insurance Services Stephanie Hrisko– Medical Consultant in Underwriting The Cason Group Angela Ison– Underwriting Consultant MassMutual David Glasgow– Underwriter Diversified Brokerage Services Kim Schrass– Director of Underwiting Ash Brokerage, An Integrity Company Jim White– Underwriting Manager Securian Financial 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 Read more

  This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It delves into the crucial aspects of Contracting, Licensing, Appointments, and Commissions, emphasizing their role in the sale and processing of life insurance policies. Developed through a life insurance lens, the program consists of 10 online learning modules accompanied by mastery quizzes.    FIELD DEVELOPMENT COMMITTEE Leah Mahoney,  – EVP - Operations, Diversified Brokerage Services, Inc. Chair Haley Chaires,  – Account Executive, Ash Brokerage Member Rachel Sachs, – Vice President Insurance Operations, LPL Financial 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 Amy Eisinger– Chief Operating Officer AgencyONE, LLC - A Solutions Driven Company Jared Herndon– Director Contracting & RI Case Management Ash Brokerage, An Integrity Company Jessica Hinman– Comission Manager Brokers Clearing House, LLC, AN Integrity Company Debbie King– Senior Carrier Appointment Specialist BUI Tanja Pederson– Licensing, Contracting, and Commissions Supervisor Pinney Insurance Kristin Washburn– Manager of Process, Projects & Training The Cason Group Jessi Schmidt– Principal, Director of Licensing & Contracting Vanbridge an EPIC Company Allie Munson– Commission Specialist Diversified Brokerage Services, Inc Jessica Schultz– Licensing & Commissions Supervisor Diversified Brokerage Services, Inc. Dawn Goss– Licensing & New Account Specialist Diversified Brokerage Services, Inc. Read more

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 Life Solutions, Underwriting, and New Business Lincoln Financial Group Heather Dowd – Sr. Training Consultant Life Solutions, Underwriting & New Business 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 Read more