LEARN MORE AND ENROLL : NAILBACASEMANAGER . COM
MAKING A DIFFERENCE NAILBA CERTIFIED CASE MANAGER ( NCCM )
The first of its kind , NAILBA ’ s Case Manager Certification program is a web-based program , helping train and develop new case managers , while certifying existing case managers .
With client applications requiring more involvement from case managers in recent years , and the current pandemic environment , the certification program has been designed with a life insurance focus . Consisting of eight online learning modules with mastery quizzes for each module and a 175-question comprehensive final exam , the program supports the development of key skills , responsibilities , and best practices required for the role .
Explore the learning modules on the following pages , or visit NAILBA ’ s case manager certification website at https :// nailbacasemanager . com /.
1 . LIFE INSURANCE OVERVIEW
PART I : THE PURPOSE OF LIFE INSURANCE Life Insurance Overview and Key Terminologies Who Needs Life Insurance ? Parties in a Life Insurance Contract Insurable Interest
PART II : TERM INSURANCE PRODUCTS , FEATURES , AND BENEFITS Life Insurance Premiums and Expenses Term Insurance vs . Permanent Insurance Term Insurance Features , Benefits , and Living Benefits Types of Term Insurance
PART III : PERMANENT INSURANCE PRODUCTS , FEATURES ,
AND BENEFITS Cash Values and the Living Benefits of Permanent Life Insurance Whole Life Insurance ( WL ) Whole Life Policy Dividends ( Participating vs . Non-Participating ) Dividend Options and Non-Direct vs . Direct Recognition Universal Life Insurance ( UL ) Guaranteed Universal Life ( GUL )
31 MIN
14 MIN
18 MIN
PART III : PERMANENT INSURANCE PRODUCTS , FEATURES , AND
BENEFITS CONTINUED Variable Universal Life ( VUL ) Indexed Universal Life ( IUL ) Joint Life and Survivorship Life Modified Endowment Contracts ( MEC ) No-Load Products
PART IV : RIDERS , LIVING BENEFITS , AND POLICY PROVISIONS Overview of Available Riders Accelerated Death Benefits and Living Benefits Linked Benefits Products Overview Net Amount at Risk Protective Clauses and Policy Provisions Non-Forfeiture Options Standard Rights of Ownership
PART V : LIFE INSURANCE ANALYSIS , REVIEWS ,
AND COMPENSATION Life Insurance Design and Analysis Tools How to Read a Basic Life Insurance Illustration Actual Age vs . Insurance Age Life Insurance Compensation
19 MIN
21 MIN
24 MIN
CURRICULUM continued on page 46 www . nailba . org 45