NAILBA, A Finseca Community, Announces New Licensing And Contracting Certification

Exploring the role of contracting, licensing, appointments, and commissions in the sale and processing of life insurance policies

Washington, D.C. (April 11, 2024) – NAILBA, a Finseca community, and the leading insurance industry organization that advocates for consumer choice in the insurance and financial services marketplace through independent brokerage distribution, has released a new professional certification for Licensing and Contracting.

The new certification program explores the role of contracting, licensing, appointments, and commissions in the sale and processing of life insurance policies, building on the success of the NAILBA Case Manager Certification. Launched two years ago, that program yielded increased placement, innovation, and efficiency, and was the catalyst to expand the certification offering.

Dan LaBert, the President of Independent Distribution at Finseca, stated that “NAILBA has a unique position in the financial services profession. It can gather information from carriers, agencies, and regulatory bodies, which allows it to offer best practices, technological insights, and tips from resources that others may not have access to.”

The training consists of 10 modules that each contain a training video and quiz. Topics covered within the modules are:

  • Introduction to Licensing Contracting
  • State Licensing
  • Carrier Contracting
  • Carrier Appointments
  • Commissions
  • Additional Product Line Offerings
  • New York Reg 187
  • Technology & Online Resources
  • Miscellaneous Items
  • Best Practices

Finesca members are eligible for a discount on professional training. To learn more visit www.finseca.org/nailba-case-manager-certification.




About NAILBA, a Finseca Community
The National Association of Independent Life Brokerage Agencies, better known across the insurance industry as NAILBA, is the trade association representing independent brokers and brokerage general agencies (BGAs) committed to providing American consumers with various financial and retirement security products such as life and health insurance, annuities, and other supplemental benefits. In August 2022, NAILBA announced that it had merged with Finseca in pursuit of stronger brokerage distribution and accelerated efforts to reunify the financial services profession and had become NAILBA, a Finseca Community. Visit NAILBA at www.finseca.org/nailba/.