Through a live, highly interactive program, group activities, and structured feedback sessions, attendees will gain extensive knowledge of the various group benefits products sold in the market. Case studies and role plays will ensure that benefits professionals will effectively position and differentiate themselves.
Upon completion of this program, students should be able to:
- Align their clients' group disability needs and goals with carrier capabilities
- Differentiate themselves through deeper product and industry knowledge
- Recognize potential compliance gaps in statutory disability products
- Effectively communicate the need for group disability insurance
- Summarize the different types of government- and employer-sponsored disability insurance programs
- Explain the design, structure, language and underwriting principles of disability insurance to clients
- Clarify how group disability premiums and benefits are treated for tax purposes
- Recognize the importance of proper claims management, transfer of coverage and voluntary benefits administration