NABIP – Voluntary Worksite Certification Course

Monday, April 29, 2024 | 8:00 AM - 11:00 AM

This course was created by leading experts in the Voluntary Benefits sector. From a key group of contributors, composed of a team of professionals that are passionate about the Voluntary Benefits industry, this course provides key technical and actionable practices driving innovation and creative sharing of information serving a wide range of client needs.

Course Hour 1: Overview & Need

  • Considerations in Voluntary / Workplace sales?
  • Definitions - Workplace, VB, Supplemental, EWB, EVB, etc. 
  • Brief Overview of Market Statistics
  • Driving Forces of Voluntary Benefits
  • Products and Trends

Course Hour 1: Contract Differences & Enrollment

  • Group vs Individual
  • Vendor Selection
  • Platforms
  • Employee Engagement

Course Hour 3: Implementation/Administration & Compliance

  • Administration
  • Licensing
  • Compensation
  • Tax
  • Billing
  • Taxation
  • Claim Integration

Case Study Group Activity

Final Exam for Certification - 70% pass - Multiple Choice Questions

NABIP members $246.40 and non-members $324.50

Tuition covers continuing education credits filed in each state, a final exam, certificate of completion and a logo brand market your expertise.

Instructors: Jack Holder President, EBIS and Trevor Garbers Voluntary Advantage