This course expands upon the NAILBA Case Manager Certification and speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 5 – Commissions There are various ways in which advisors can earn commissions on their products. This session offers an in-depth examination of these processes.   FIELD DEVELOPMENT COMMITTEE Leah Mahoney,  – Director of Operations Diversified Brokerage Services, Inc. Amanda Singer,  – VP Client Services Crump Life Insurance Services Haley Chaires – Account Executive Ash Brokerage Kim Wilcox – Vice President of Operations Innovative Underwriters Helena Roberts – Vice President Life Solutions, Underwriting, and New Business Lincoln Financial Group Melinda Marcotte – Head of Life New Business MassMutual Rachel Sachs – VP of Insurance Operations LPL Insurance Associates   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Read more

This course expands upon the NAILBA Case Manager Certification and speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 6 – Additional Product Line Offerings While this course focuses on the life side of the business, it's crucial to acknowledge that most BGAs also provide access to additional products such as Disability, Annuities, Traditional Long-Term Care, hybrid Life/LTC, and variable life. This session provides a more in-depth exploration of these components.   FIELD DEVELOPMENT COMMITTEE Leah Mahoney,  – Director of Operations Diversified Brokerage Services, Inc. Amanda Singer,  – VP Client Services Crump Life Insurance Services Haley Chaires – Account Executive Ash Brokerage Kim Wilcox – Vice President of Operations Innovative Underwriters Helena Roberts – Vice President Life Solutions, Underwriting, and New Business Lincoln Financial Group Melinda Marcotte – Head of Life New Business MassMutual Rachel Sachs – VP of Insurance Operations LPL Insurance Associates   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Read more

This course expands upon the NAILBA Case Manager Certification and speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 7 – New York Reg 187 New York Reg 187 delineates the state's standards for best practices in annuity and life insurance sales. This session comprehensively explores sales practices, including suitability and best interest, as well as the crucial aspects of disclosure and documentation in alignment with Reg 187.   FIELD DEVELOPMENT COMMITTEE Leah Mahoney,  – Director of Operations Diversified Brokerage Services, Inc. Amanda Singer,  – VP Client Services Crump Life Insurance Services Haley Chaires – Account Executive Ash Brokerage Kim Wilcox – Vice President of Operations Innovative Underwriters Helena Roberts – Vice President Life Solutions, Underwriting, and New Business Lincoln Financial Group Melinda Marcotte – Head of Life New Business MassMutual Rachel Sachs – VP of Insurance Operations LPL Insurance Associates   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Read more

This course expands upon the NAILBA Case Manager Certification and speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 10 – Best Practices Being a case manager involves numerous intricacies and complexities. This session aims to centralize those aspects and empower you to thrive in your role when working with licensing and contracting.   FIELD DEVELOPMENT COMMITTEE Leah Mahoney,  – Director of Operations Diversified Brokerage Services, Inc. Amanda Singer,  – VP Client Services Crump Life Insurance Services Haley Chaires – Account Executive Ash Brokerage Kim Wilcox – Vice President of Operations Innovative Underwriters Helena Roberts – Vice President Life Solutions, Underwriting, and New Business Lincoln Financial Group Melinda Marcotte – Head of Life New Business MassMutual Rachel Sachs – VP of Insurance Operations LPL Insurance Associates   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Read more

This course expands upon the NAILBA Case Manager Certification and speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 9 – Miscellaneous Items This session addresses various miscellaneous tasks and items that you may encounter during the processing of licenses and contracts.   FIELD DEVELOPMENT COMMITTEE Leah Mahoney,  – Director of Operations Diversified Brokerage Services, Inc. Amanda Singer,  – VP Client Services Crump Life Insurance Services Haley Chaires – Account Executive Ash Brokerage Kim Wilcox – Vice President of Operations Innovative Underwriters Helena Roberts – Vice President Life Solutions, Underwriting, and New Business Lincoln Financial Group Melinda Marcotte – Head of Life New Business MassMutual Rachel Sachs – VP of Insurance Operations LPL Insurance Associates   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Read more

This course expands upon the NAILBA Case Manager Certification and speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 8 – Technology & Online Resources  There are numerous online resources available for licensing, contracting, and training. This session will delve into an exploration of the resources relevant to contracting, training, and licensing.   FIELD DEVELOPMENT COMMITTEE Leah Mahoney,  – Director of Operations Diversified Brokerage Services, Inc. Amanda Singer,  – VP Client Services Crump Life Insurance Services Haley Chaires – Account Executive Ash Brokerage Kim Wilcox – Vice President of Operations Innovative Underwriters Helena Roberts – Vice President Life Solutions, Underwriting, and New Business Lincoln Financial Group Melinda Marcotte – Head of Life New Business MassMutual Rachel Sachs – VP of Insurance Operations LPL Insurance Associates   COURSE CONTRIBUTORS Tiffany Markarian– Managing Director and Founder Advantus Marketing, LLC Read more