Dan Cockerell, renowned author, speaker and former Walt Disney World executive, presents on “Emotional Intelligence” —the first in his “Method to the Magic Webinar Series” created exclusively for NAILBA. Read more

Life insurance industry veteran Chuck Anderson, National Sales Director at Diversified Brokerage Services, and a team of experts from top BGAs and carriers offer guidance on how to effectively manage and adhere to actuarial guidelines, state insurance department rules, and all things regulatory.  Read more

Life insurance industry veteran Chuck Anderson, National Sales Director at Diversified Brokerage Services, and a team of expert speakers share tips, tools and best practices for case managers who want to thrive in a virtual environment.  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.   Section Overview: PART I – INSURANCE REGULATORS, LICENSING, AND CONTINUING EDUCATION When we talk about regulatory considerations in the life insurance process, we are talking about the legal, state, federal and other carrier regulatory requirements for writing and representing life insurance. The goal is to protect consumers from harmful sales practices. In this video, we will discuss the role of insurance regulators, licensing and continuing education (CE) requirements, fixed vs. variable life insurance compensation, and recommended practices for illustrating variable and indexed universal life policies. PART II – REGULATION 187 BEST INTEREST (REG BI) Regulatory considerations continually evolve, and new legislations affect day to day procedures in the case management process. In this video, you will learn about one of the more recent legislations and rulings that affect financial advisors, BGAs, and insurance professionals – Regulation 187 Best Interest. PART III – REGULATION 60 AND ANTI-MONEY LAUNDERING Regulatory considerations can be state-specific, carrier-specific, or mandated at the federal level. This video provides an overview of two key regulations. The first is New York Regulation 60, which is a consumer protection law that applies to the replacement of life insurance or annuity contracts in the state of New York. The second is a federal law called the USA Patriot Act which creates additional scrutiny and required case management procedures to prevent money laundering within the financial industry. PART IV – GENERAL SUPERVISORY REQUIREMENTS Financial advisors, BGAs, and insurance specialists will often have specific regulatory and compliance requirements set forth by the companies or institutions they affiliate with. This video discusses how advisors and insurance specialists may be supervised by their corporate regulatory bodies, and the BGA’s and case manager’s responsibilities in the regulatory process.   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 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 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.   Section Overview: PART I – LICENSING, CONTRACTING, AND COMMISSIONS Case managers work both independently and interdependently. In this video, we will explore the interdependencies and external parties you may interact with in your role. You will learn additional facets of the life insurance process, including contracting, licensing, and commissions. PART II – TRACKING AND DOCUMENTATION As a case manager, your main responsibility is to move a case forward. Your ability to properly document where a case is at, at all times, is critical. This video provides an overview of the information and data that must be tracked throughout the duration of the case management process. PART III – THE RIGHT PRACTICES FOR SUCCESS Communication is one of the most important skills and responsibilities in the case management process. In this video, you will learn the right practices for communication, including when to call vs. email, interacting with underwriters and vendors, and best practices for negotiating underwriting decisions.   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