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.
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1.tLIFE 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 Copy Copy
- PART V – LIFE INSURANCE ANALYSIS, REVIEWS, AND COMPENSATION Copy Copy
- Exam: Life Insurance Overview Part V Copy Copy
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2.tTHE UNDERWRITING PROCESS
- PART I – UNDERWRITING BASICS Copy Copy
- PART I – UNDERWRITING BASICS CONTINUED Copy Copy
- Exam: The Underwriting Process Part I Copy Copy
- PART II – RISK / RATE CLASSES OVERVIEW Copy Copy
- Exam: The Underwriting Process Part II Copy Copy
- PART III – FIELD UNDERWRITING Copy Copy
- PART III – FIELD UNDERWRITING CONTINUED Copy Copy
- Exam: The Underwriting Process Part III Copy Copy
- PART IV – NAVIGATING UNDERWRITING DECISIONS AND REINSURANCE Copy Copy
- Exam: The Underwriting Process Part IV Copy Copy
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3.tTHE ROLE OF THE BROKERAGE GENERAL AGENCY (BGA)
•tLife Insurance Distribution Overview •tProprietary Carriers, Independent Brokerage, Direct Online Portals, Affinity Groups, and Worksite Marketing •tWhat is a BGA? •tWhat Makes a BGA Distinct? •tThe Benefits of Working with a BGA •tThe Role of Marketing Organizations (IMOs, NMOs, FMOs) •tThe BGA Value Proposition
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4.tTYPES OF CASE SUBMISSIONS
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5.tTHE CASE MANAGER ROLE
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6.tCASE MANAGEMENT REQUIREMENTS
- PART I – LICENSING, CONTRACTING, AND COMMISSIONS Copy Copy
- Exam: Case Management Requirements Part I Copy Copy
- PART II – TRACKING AND DOCUMENTATION Copy Copy
- Exam: Case Management Requirements Part II Copy Copy
- PART III – THE RIGHT PRACTICES FOR SUCCESS Copy Copy
- Exam: Case Management Requirements Part III Copy Copy
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7.tWORKING WITH ADVISORS AND INSURANCE PROFESSIONALS
- PART I – THE ROLE OF THE ADVISOR Copy Copy
- Exam: Working with Advisors and Insurance Professionals Part I Copy Copy
- PART II – THE DIFFERENT BUSINESS MODELS Copy Copy
- Exam: Working with Advisors and Insurance Professionals Part II Copy Copy
- PART III – FOSTERING ADVISOR RELATIONSHIPS AND SERVICE Copy Copy
- Exam: Working with Advisors and Insurance Professionals Part III Copy Copy
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8.tREGULATORY CONSIDERATIONS
- PART I – INSURANCE REGULATORS, LICENSING, AND CONTINUING EDUCATION Copy Copy
- Exam: Regulatory Considerations Part I Copy Copy
- PART II – REGULATION 187 BEST INTEREST (REG BI) Copy Copy
- Exam: Regulatory Considerations Part II Copy Copy
- PART III – REGULATION 60 AND ANTI-MONEY LAUNDERING Copy Copy
- Exam: Regulatory Considerations Part III Copy Copy
- PART IV – GENERAL SUPERVISORY REQUIREMENTS Copy Copy
- Exam: Regulatory Considerations Part IV Copy Copy
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9.tFINAL CERTIFICATION EXAM
