Elevate Your Team with NAILBA Certifications

Give your team the skills, knowledge, and confidence to perform at the highest level—building a strong foundation so you can focus on growth and results.

Questions regarding the certifications? Reach out to Learning at learning@finseca.org.

Why Get Certified?

Our certifications empower your team to master core competencies while complementing your firm’s unique workflows — so you can spend less time teaching basics and more time driving results.

Develop Future Producers

Standardize Training

Focus on Growth

Our Certification Programs

Case Manager

$995

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Licensing & Contracting

$595

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Underwriting Certification

$1,495

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Case Design Certification

$1,295

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In Force Certification

$595

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"As an agency principal, we can level-set everyone’s knowledge on the fundamental skills. With that knowledge in place, you can then train on your firms’ own specific workflows and processes.”

Tori Van Dusen-Roos

COO, Diversified Brokerage Services

Certification	Why take it	Good to know	Who should take it	Time	Price
Case Manager	Increase placement of LI policies, reduce cycle times.	Most popular certification, beneficial for all!	New to experienced case managers, operations staff, all BGAs, staff onboarding	9 hours	$995
Licensing & Contracting	Learn the processes that enable advisors to sell and process LI policies.	Master the fundamentals of licensing, contracting, appointments, and commissions.	Licensing admins, operation managers, compliance officers, BGAs, carriers	9 hours	$595
Underwriting	Assess risk and navigate cases confidently.	Goes deep into the risk side of life insurance—understanding client profiles, medical factors, and carrier nuances.	Experienced staff, senior underwriters, case managers, BGAs, advisors	10 hours	$1,495
Case Design	Design smarter, more customized personal and business insurance solutions.	Covers policy structure, tax law, product design, and collaboration with advisors and carriers.	Case designers, advanced markets specialists, wholesalers, advisors, sales desk associates	9 hours	$1,295
In Force	Learn the administration and advisory aspects of in force policies.	Good for teams handling ongoing producer and client relationships.	Post-issue service teams as well as CSR's and sales desk associates	10 hours	$595

How to Works

Choose the certification(s) that fit each staff member’s role and goals.

Commissions Module - New!

The Commissions Module teaches how advisor compensation flows across products and carriers, covering commissions, regulations, error resolution, and tools for accurate, timely payments.

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