This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It speaks on the role Contracting, Licensing, Appointments, and Commissions play when preparing to sell and process life insurance policies. Session Overview: Session 4 – Carrier Appointments After establishing a carrier contract, the subsequent step involves setting up an appointment within the state where new business is being written. This session will delve into more detail about this process.   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

This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It 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,  – 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

This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It 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,  – 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

This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It 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,  – 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

This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It 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,  – 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

This course is designed to train and develop individuals in the licensing and contracting aspects of life insurance sales. It 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,  – 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