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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
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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
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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
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4. TYPES OF CASE SUBMISSIONS
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5. THE CASE MANAGER ROLE
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6. CASE MANAGEMENT REQUIREMENTS
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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
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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
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9. FINAL CERTIFICATION EXAM