Target Audience:
Field underwriters with multiyear experience in life insurance medical and non-medical underwriting. Completion of ALU 101 or higher, or five years industry experience recommended. Not intended for entry-level or mid-level associates.
Event Description:
This forum is designed to meet the ever-evolving needs of the advanced field underwriters within NFP firms. Discussion will focus on trends in underwriting, the medical community and carrier underwriters. In addition, case studies will allow you the opportunity to strategize, brainstorm and share ideas on how to tackle the most complicated underwriting situations in today’s market.
Recommended Prerequisites:
101: Introduction to NFP
202: Life Underwriting
Target Audience:
Associates with an NFP Securities firm who have completed levels 100 and 200 training (course 101 or 103 and course 203).
Event Description:
This course offers the firm staff member advanced training on specific NFP Securities and Advisory Services topics, such as:
• Compliance considerations with specific products such as bonds, 529 plans, variable annuities, and equity indexed annuities
• Guidance to complete variable annuity and mutual fund paperwork
• Information on various advisory agreements
• Purchasing alternative investments in directly held and brokerage accounts
• Business technology solutions for consolidated reporting, document imaging, and contact management solutions
Various online videos that cover the topics listed above are included, with a total estimated running time of 2 hours. You can watch all videos at one time, or individually as your time permits, from the convenience of your desk!
Access the Course:
This course is accessable from within Training On Demand. Once in the Training On Demand system, go to Securities, then to NFP Austin Academy-Level 300-Advanced.
