Agent Training Series

NAILBA University Agent Training Series (with LOMA): 18 course online series to use as quick confidence builder for next generation agents.

The online series is comprised of the following courses:

  • Life Insurance Basics
  • Life Insurance Products
  • Individual Life Insurance Policy Provisions and Supplemental Benefits
  • Policy-owner Rights for Individual Life Insurance
  • Annuity Basics and Participants
  • Annuity Products
  • Annuities: Why People Buy Them
  • Annuities: How They Work
  • Annuities: Overview of Taxation
  • Intro to Long-Term Care Insurance
  • Intro to Underwriting
  • Distributing Insurance Through Agents
  • Reinsurance Basics
  • Ethical Conduct in the Insurance Industry
  • The Insurance Sales Process
  • Replacement of Life Policies and Annuities
  • Sales Training for Insurance Producers
  • Needs Selling

Once purchased, the user will have 6 months to complete the courses within the training series before access to the series expires.User MUST set up a separate account with LOMA, identifying which NAILBA member agency they are affiliated with, to receive the discount.