Recommended
INDUSTRY ADVANTAGE
Courses for
Operational Areas
Claims
The Importance of Effective Claim Administration
Individual Life Insurance Beneficiaries
Combatting Elder Financial Exploitation
Improving Life Insurance Applications Through Behavioral Economics
Introduction to Fraud Prevention in the Claims Process
More than a Good Pair of Genes: Epigenetics and Life Insurance
Life Claims: Verifying Coverage Was In Force
Suicide Exclusions and Misstatements in the Application
Life Claims: Verifying the Deceased Is Covered
Life Claims: Proof of Death Required in the United States
Life Claims Involving Contestability and Exclusions
Life Claims: Paying Policy Proceeds
Life Claims: Determining the Proper Payee
Beneficiary and Payee Rights to a Life Insurance Policy's Proceeds
Customer Service
Why Exceptional Customer Service Is a Priority for Insurers
Recognizing and Addressing Customers' Unspoken Needs
Effective Corporate Communication
Creating a Customer-Centric Culture
Understanding Assertive, Aggressive, Passive, and Passive-Aggressive
Effective Written Communication
Collecting and Using Voice of the Customer (VOC) Data
Explanation, Persuasion, and Negotiation in Customer Interactions
Customer Personas and Journey Mapping
Five Steps for Managing Upset Customers
Cultural Differences that Affect Communication
Conflict Resolution Skills for Customer Service
Leading Innovation to Improve the Customer Experience
Generational Differences that Affect Communication
Empathy and Emotional Intelligence Skills
Ethnography: A Deeper Understanding of the Customer Experience
Underwriting
Overview of the New Business Process
Field Underwriting and Submitting an Application
It’s All in the Wrist: Insurers and Wearable Device Data
New Business Activities: From Application to Policy Issue
The Need for Speed: Rx Histories are Making Underwriting Faster (and Better)
Types of Risk Factors in Life Insurance Underwriting
Closing the Life Insurance Coverage Gap: Is Simplified Underwriting the Answer?
Sources of Medical Underwriting Information
Assessing Medical Impairments, Age, Sex, and Build in Underwriting
More than a Good Pair of Genes: Epigenetics and Life Insurance
Assessing Personal Risk Factors in Life Insurance Underwriting
Sources of Information for Financial Underwriting
Financial Underwriting: Assessing the Amount of Coverage
Group Underwriting: Assessing Risk Factors
Group Underwriting: Eligibility Requirement
Sources of Group Underwriting Information
Underwriting Group Life Coverage
Group Premium Rating Methods and Premium Refunds
Late Enrollees and Renewal Underwriting
Handling Nonstandard Risks and Misrepresentations During Underwriting
Annuity Administration
Indexed Crediting Rates for Fixed Indexed Annuities (FIAs)
Life Insurance and Annuity Replacements and 1035 Exchanges
Annuity Disbursements for Withdrawals
Annuity Payouts for Deferred Annuities
RILAs: An Innovative Product for Accumulating Retirement Assets
Processing Annuity Cash Surrenders
Determining Annuity Payouts for Single Premium Immediate Annuities (SPIAs)
Administering Annuity Death Benefits
Finance
Intro to Insurance Company Financial Reporting
Intro to Insurance Company Financial Statements
How Insurers Make Money on Fixed Annuities
How Insurers Make Money on Variable Annuities
Calculating the Future Value of a Single Sum
Calculating the Present Value of a Single Sum
Pardon the Jargon: Analytics and AI Terms Made Easy
Social Security- Is the Sky Falling?
The Meme Stock Phenomenon: Implications for Insurers
Economic, Social, and Governance (ESG) Investing
Credit Rating Agencies and Life Insurers
Designing Insurance Products for Profitability
Distribution
How Are Individual Annuities Sold?
Producer Licensing and Appointment
Ethics in Insurance Sales and Unfair Sales Practices
Suitability and Reg BI in Insurance Sales
State Market Conduct Regulations
Monitoring Insurer Market Conduct in the U.S.
Agency Law and Life Insurance Sales
Federal and State Privacy Regulation
Retirement Plans for Small Business and the Self-Employed
Do Life Insurance Sales Require a Human Touch?
Investment Management
Monitoring Insurer Solvency in the U.S.
Securities Registration Requirements for Variable Products
FINRA Regulation of Broker-Dealers
The Meme Stock Phenomenon: Implications for Insurers
Economic, Social, and Governance (ESG) Investing
Leading Innovation to Prevent Fraud
Insurers Happy to Cure Companies Pension Headaches with PRTs
Enterprise Risk Management
Annuity Product Risks and Risks Management
Regulatory Actions for Impaired or Insolvent Insurers
Assumption and Indemnity Reinsurance
Reinsurance Costs and Benefits
Automatic and Facultative Reinsurance
Annuity Product Risks and Risk Management
Combatting Elder Financial Exploitation
Synthetic Identity: The Fraud You Might be Missing
Between Here and Digital: Legacy System Modernization
Using Insurance to Manage Risks
Third-Party Account Takeover (ATO) Fraud in Financial Institutions
Human Resources
What Makes an Effective Financial Wellness Program
Group Life Insurance Contracts
Forms of Group Life Insurance Plans
Group Life Insurance: Eligibility of Groups and Group Members
Group Life Insurance Plan Administration
Group Life Insurance Benefit Schedules and Settlement Options
Group Life Insurance Termination and Conversion
Overview of Defined Benefit and Defined Contribution Plans
Insurers Happy to Cure Companies’ Pension Headaches with PRTs