-
1. LIFE INSURANCE OVERVIEW
- PART I – THE PURPOSE OF LIFE INSURANCE Copy
- Exam: Life Insurance Overview Part I Copy
- PART II – TERM INSURANCE PRODUCTS, FEATURES, AND BENEFITS Copy
- Exam: Life Insurance Overview Part II Copy
- PART III – PERMANENT INSURANCE PRODUCTS, FEATURES, AND BENEFITS Copy
- PART III – PERMANENT INSURANCE PRODUCTS, FEATURES, AND BENEFITS CONTINUED Copy
- Exam: Life Insurance Overview Part III Copy
- PART IV – RIDERS, LIVING BENEFITS, AND POLICY PROVISIONS Copy
- Exam: Life Insurance Overview Part IV Copy
- PART V – LIFE INSURANCE ANALYSIS, REVIEWS, AND COMPENSATION Copy
- Exam: Life Insurance Overview Part V Copy
-
2. THE UNDERWRITING PROCESS
- PART I – UNDERWRITING BASICS Copy
- PART I – UNDERWRITING BASICS CONTINUED Copy
- Exam: The Underwriting Process Part I Copy
- PART II – RISK / RATE CLASSES OVERVIEW Copy
- Exam: The Underwriting Process Part II Copy
- PART III – FIELD UNDERWRITING Copy
- PART III – FIELD UNDERWRITING CONTINUED Copy
- Exam: The Underwriting Process Part III Copy
- PART IV – NAVIGATING UNDERWRITING DECISIONS AND REINSURANCE Copy
- Exam: The Underwriting Process Part IV Copy
-
3. THE ROLE OF THE BROKERAGE GENERAL AGENCY (BGA)
• Life Insurance Distribution Overview • Proprietary Carriers, Independent Brokerage, Direct Online Portals, Affinity Groups, and Worksite Marketing • What is a BGA? • What Makes a BGA Distinct? • The Benefits of Working with a BGA • The Role of Marketing Organizations (IMOs, NMOs, FMOs) • The BGA Value Proposition
-
4. TYPES OF CASE SUBMISSIONS
-
5. THE CASE MANAGER ROLE
-
6. CASE MANAGEMENT REQUIREMENTS
-
7. WORKING WITH ADVISORS AND INSURANCE PROFESSIONALS
- PART I – THE ROLE OF THE ADVISOR Copy
- Exam: Working with Advisors and Insurance Professionals Part I Copy
- PART II – THE DIFFERENT BUSINESS MODELS Copy
- Exam: Working with Advisors and Insurance Professionals Part II Copy
- PART III – FOSTERING ADVISOR RELATIONSHIPS AND SERVICE Copy
- Exam: Working with Advisors and Insurance Professionals Part III Copy
-
8. REGULATORY CONSIDERATIONS
- PART I – INSURANCE REGULATORS, LICENSING, AND CONTINUING EDUCATION Copy
- Exam: Regulatory Considerations Part I Copy
- PART II – REGULATION 187 BEST INTEREST (REG BI) Copy
- Exam: Regulatory Considerations Part II Copy
- PART III – REGULATION 60 AND ANTI-MONEY LAUNDERING Copy
- Exam: Regulatory Considerations Part III Copy
- PART IV – GENERAL SUPERVISORY REQUIREMENTS Copy
- Exam: Regulatory Considerations Part IV Copy
-
9. FINAL CERTIFICATION EXAM