Who Attends

• Mid-level managers
• Emerging leaders
• High potentials who excel in their field or specialty but have limited exposure to other areas of the business

Highlights

Designed for top performers who need to quickly expand their understanding of the life insurance business, Insurance Immersion offers 14 hours of dynamic, instructor-led content. Expert instructors provide a clear and concise overview of industry trends, life insurance products and operations, and how insurers make money. Along the way, learners discuss and apply what they learn in small group activities, ask questions to clarify ideas, and get answers that relate to their specific roles.

Insurance Immersion includes seven modules that cover essential topics including:

• The role of risk in life insurance products and company operations
• Unique aspects of the life insurance business, including regulation
• Features of life insurance and annuity products, including sales trends
• Overview and evolution of individual life insurance distribution
• How insurers make money, with a focus on solvency and profitability
• Fundamentals of risk assessment and evolution of the underwriting process
• Steps in and importance of the claim administration process

Session Details

Day 1

10:30 a.m. - 12:30 p.m. (EST): Life Insurance Industry Overview

2:00 p.m. - 4:00 p.m. (EST): Individual Life Insurance Products

Day 2

10:30 a.m. - 12:30 p.m. (EST): Annuity Products

2:00 p.m. - 4:00 p.m. (EST): Insurance Distribution Systems

Day 3

10:30 a.m. - 12:30 p.m. (EST): How Insurers Make Money

2:00 p.m. - 4:00 p.m. (EST): Life Insurance Underwriting

Day 4

10:30 a.m. - 12:30 p.m. (EST): Claims Administration