When: Wednesday, August 7; Start time: 1 p.m. ET; End time: 5 p.m. ET
Where: Virtual Zoom Meeting – Access to the live training will be provided a few days prior to the event.
The cost of the Live Virtual Voluntary Worksite Certification (4th Edition) is $304.70 for NABIP members and $401.50 for non-members.
Description: This course provides a comprehensive overview of voluntary/workplace benefits, covering both the conceptual and practical aspects of selling and managing these benefits. It includes insights into market trends, customer profiles, and the regulatory environment, along with practical guidance on vendor selection, engagement strategies, and administration. The case studies can help agent and brokers apply their knowledge to real-world client services.
Learning Objectives:
- An overview of all the voluntary/worksite products that are available to employers
- Review the "why employers would consider voluntary/worksite over traditional ancillary
- Consider the market drivers of voluntary products at the worksite
- Provides a complete review of the underwriting rules and enrollment tools that are emerging
- Suggests enrollment and communication strategies and tactics
- Review the taxation issues associated with voluntary/worksite products
- Explain the HR/Administrative issues that employers need to know
- Involves class participants in breakout discussions on ways to implement with case studies
Continuing Education Credits: The Live Virtual Voluntary Worksite Certification (4th Edition) has been filed for continuing education credits in all 50 states. Please check your state’s CE approval status and rules prior to purchasing the course.
Presenters: Jack Holder, president of Enhanced Benefits Insurance Solutions, and Trevor Garbers, senior vice president, practice leader - voluntary benefits, HUB International
REBC® Designation Elective: The NABIP Voluntary Worksite Certification (4th Edition) is an elective of the Registered Employee Benefits Consultant® designation. Earning the REBC designation elevates your credibility as a professional and prepares you to best serve your clients. By completing the NABIP Voluntary Worksite Certification (4th Edition) you will be one step closer to obtaining the designation. Click here to access more information about the REBC designation, including the learning objectives and curriculum.