Case Design Certification
Be an Industry Leader
Finseca’s certifications are meeting a need in the financial services industry for consistent training and continuing education for the brokerage community.
Contact us before you register at learning@finseca.org, to make sure we apply member partner discounts.
Case Design Certification
The Case Design Certificate equips case designers with the foundational skills and expertise required to excel in the life insurance sales process. Through this comprehensive program, participants gain knowledge in essential areas such as policy structure, tax law, and product design, while honing their ability to collaborate with financial advisors and carriers to deliver customized insurance solutions. The coursework emphasizes the role of creativity, attention to detail, and strategic thinking in providing optimal client outcomes. The Case Design Certificate is comprised of eleven online learning modules with mastery quizzes for each module.
Certification Pricing
$ 1,295 Member
$ 1,695 Non-Member
Non-Finseca Members
- Begin by creating an account in the Finseca Learning Center. Then come back to purchase the course below!
- Once you’ve created an account you can then, Purchase the course from our Store Front.
- The first course in the series will be added to your Dashboard.
Finseca Members
- Begin by Logging in at MyFinseca.org. Once you’re signed in you can Purchase the course from our Store Front.
- The first course in the series will be added to your Dashboard.
Explore Individual Modules
The Role of a Case Designer
This module of the NAILBA Case Design Certificate equips individuals with essential skills and knowledge for the role of a case designer in life insurance sales. It emphasizes the importance of creativity, strong relationships, and comprehensive product knowledge in delivering tailored insurance solutions that meet client needs.
Tools for the Case Designer
This module of the Nailba Case Design Certificate coursework equips case designers with essential tools and best practices for their role. By understanding how to effectively utilize these tools, case designers can enhance their efficiency and accuracy in providing life insurance solutions.
General Product Overview
This module of the Nailba Case Design Certificate coursework introduces the fundamentals of life insurance, emphasizing its significance in both wealth protection and wealth accumulation. Participants will gain an understanding of how each product type operates.
Long Term Care
This module of the Nailba Case Design Certificate coursework covers long-term care (LTC) products and solutions, which provide essential coverage for services not included in standard health insurance, such as assistance with daily living activities.
Understanding the Differences
This module of the Nailba Case Design Certificate coursework delves into the complexities of insurance products and their nuances, focusing on underwriting, term, and product features.
Illustrations
This module of the Nailba Case Design Certificate coursework focuses on key illustration concepts for case designers.
The Impact of Tax Law on Case Design
This module of the Nailba Case Design Certificate course work focuses on the critical role of tax law in shaping effective case design strategies for life insurance products.
Complex Case Design
This module of the Nailba Case Design Certificate course work focuses on equipping case designers with the essential skills and best practices needed for handling complex case designs.
Reinsurance
This module of the Nailba Case Design Certificate coursework focuses on the reinsurance market and its significant influence on the case designer’s role within the life insurance industry.
Follow-Up Protocols to Generate New Opportunities
This module of the Nailba Case Design Certificate coursework focuses on the importance of follow-up protocols when running illustrations to generate new business opportunities.
Service for Inforce Illustrations
This module of the Nailba Case Design Certificate coursework focuses on the role of case designers in providing in-force illustrations and related services.
What's Next?
The NAILBA Community is partnering with the Finseca Learning Team to provide you with new professional development designed exclusively for case managers. Topics will include Licensing, Underwriting, and Case Design. Stay tuned for more NAILBA certification!
