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 right practices required 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. The program concludes with an online Comprehensive Certification Exam comprised of 175 questions. Participants must pass the exam with a score of 70 or higher to complete the curriculum. Case Managers with at least one year of experience in the case manager role can earn the Certified Case Manager (CCM) designation.
-
1. LIFE INSURANCE OVERVIEW
- PART I – THE PURPOSE OF LIFE INSURANCE
- Exam: Life Insurance Overview Part I
- PART II – TERM INSURANCE PRODUCTS, FEATURES, AND BENEFITS
- Exam: Life Insurance Overview Part II
- PART III – PERMANENT INSURANCE PRODUCTS, FEATURES, AND BENEFITS
- PART III – PERMANENT INSURANCE PRODUCTS, FEATURES, AND BENEFITS CONTINUED
- Exam: Life Insurance Overview Part III
- PART IV – RIDERS, LIVING BENEFITS, AND POLICY PROVISIONS
- Exam: Life Insurance Overview Part IV
- PART V – LIFE INSURANCE ANALYSIS, REVIEWS, AND COMPENSATION
- Exam: Life Insurance Overview Part V
-
2. THE UNDERWRITING PROCESS
- PART I – UNDERWRITING BASICS
- PART I – UNDERWRITING BASICS CONTINUED
- Exam: The Underwriting Process Part I
- PART II – RISK / RATE CLASSES OVERVIEW
- Exam: The Underwriting Process Part II
- PART III – FIELD UNDERWRITING
- PART III – FIELD UNDERWRITING CONTINUED
- Exam: The Underwriting Process Part III
- PART IV – NAVIGATING UNDERWRITING DECISIONS AND REINSURANCE
- Exam: The Underwriting Process Part IV
-
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
- Exam: Working with Advisors and Insurance Professionals Part I
- PART II – THE DIFFERENT BUSINESS MODELS
- Exam: Working with Advisors and Insurance Professionals Part II
- PART III – FOSTERING ADVISOR RELATIONSHIPS AND SERVICE
- Exam: Working with Advisors and Insurance Professionals Part III
-
8. REGULATORY CONSIDERATIONS
- PART I – INSURANCE REGULATORS, LICENSING, AND CONTINUING EDUCATION
- Exam: Regulatory Considerations Part I
- PART II – REGULATION 187 BEST INTEREST (REG BI)
- Exam: Regulatory Considerations Part II
- PART III – REGULATION 60 AND ANTI-MONEY LAUNDERING
- Exam: Regulatory Considerations Part III
- PART IV – GENERAL SUPERVISORY REQUIREMENTS
- Exam: Regulatory Considerations Part IV
-
9. FINAL CERTIFICATION EXAM
