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. Module Overview: Module 6 - Illustrations This module of the Nailba Case Design Certificate coursework focuses on key illustration concepts for case designers. It covers essential illustration inputs like client age, risk class, and state of issue, ensuring accurate insurance quotes. Additionally, the module dives into solve types, premium modes, and the importance of understanding coverage objectives before illustrating solutions. Learning Objectives Understand and accurately input key client details such as name, age, and risk class to ensure proper illustration accuracy. Identify and apply the appropriate solve types, including premium, no-lapse guarantee, and target cash value solves, based on coverage objectives. Develop best practices for ensuring attention to detail in all illustration processes to avoid costly errors.   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 Ash Brokerage 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. Module Overview: Module 5 - Understanding the Differences This module of the Nailba Case Design Certificate coursework delves into the complexities of insurance products and their nuances, focusing on underwriting, term, and product features. It explores key differences between guaranteed issue, simplified issue, and accelerated underwriting, while also examining term insurance distinctions such as convertible and non-convertible options. Case designers will gain insights into how these product nuances affect client recommendations and decision-making. Learning Objectives Understand the different types of underwriting processes: guaranteed issue, simplified issue, and accelerated underwriting. Recognize the distinctions between term insurance products, including convertible vs. non-convertible and term on a UL chassis. Analyze the considerations and implications of different product features, such as death benefit limits, premiums, and conversion privileges.   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 Ash Brokerage 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. Module Overview: Module 4 - Long Term Care This module of the Nailba Case Design Certificate coursework covers long-term care (LTC) products and solutions, which provide essential coverage for services not included in standard health insurance, such as assistance with daily living activities. Participants will explore three primary categories of LTC solutions—traditional, hybrid, and life with living benefits riders—each with unique benefits and considerations that are crucial for case designers to understand. By examining these options, case designers will be equipped to recommend appropriate LTC solutions tailored to clients' needs while navigating the complexities of the marketplace. Learning Objectives Identify and differentiate between traditional, hybrid, and life with living benefits rider LTC solutions. Understand the key features, benefits, and limitations of each LTC category. Apply knowledge of LTC products to assess client needs and recommend suitable solutions.   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 Ash Brokerage 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. Module Overview: Module 3 – General Product Overview This module of the Nailba Case Design Certificate coursework introduces the fundamentals of life insurance, emphasizing its significance in both wealth protection and wealth accumulation. It outlines the benefits of life insurance, including risk management, estate planning, and cash value accumulation, while also differentiating between term and permanent life insurance products. Participants will gain an understanding of how each product type operates, along with the associated benefits and potential drawbacks, setting the stage for more in-depth exploration in future modules. Learning Objectives Understand the basic concepts and purpose of life insurance. Identify the key benefits and common uses of life insurance in risk management and wealth planning. Differentiate between term and permanent life insurance products, recognizing the features and advantages of each.   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 Ash Brokerage 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. Module Overview: Module 2 – Tools for the Case Designer This module of the Nailba Case Design Certificate coursework equips case designers with essential tools and best practices for their role. It categorizes these tools into five main types: illustration and quoting engines, field underwriting tools, presentation tools, customer relationship management (CRM) software, and additional resources, highlighting their specific functions, benefits, and considerations. By understanding how to effectively utilize these tools, case designers can enhance their efficiency and accuracy in providing life insurance solutions. Learning Objectives Identify and categorize the key tools available to case designers. Understand the benefits and limitations of various illustration, underwriting, and CRM tools. Apply best practices for utilizing these tools to improve case design efficiency and client presentation effectiveness.   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 Ash Brokerage 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. Module Overview: Module 1 – The Role of a Case Designer This module of the NAILBA Case Design Certificate equips individuals with essential skills and knowledge for the role of a case designer in life insurance sales. Case designers significantly influence policy details, such as death benefits and premium structures, while collaborating with financial advisors and insurance carriers to optimize client solutions. The module emphasizes the importance of creativity, strong relationships, and comprehensive product knowledge in delivering tailored insurance solutions that meet client needs. Learning Objectives Understand the key responsibilities and best practices of a case designer in the life insurance sales process. Develop strong interpersonal and communication skills necessary for collaborating with financial advisors and insurance carriers. Gain insight into essential industry knowledge, including insurance products, licensing requirements, and regulatory considerations.   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 Ash Brokerage Read more