| Professional Affiliations | |||
| Anti Money Laundering Requirement | This AML training option has been widely accepted by a large number of life insurance carriers that use independent producers, with additional carriers endorsing it every day. It is easy to use and will save you tons of time. |
Phone: 800-234-7341 Link:nailba.limra.com/Nailba_default.html Email: hoff@pdifinancial.com |
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| Anti Money Laundering Brainshark | This brainshark introduction breifly walks you through the AML Training being required by most insurance carriers. |
Phone: 800-234-7341 Link:www.brainshark.com/advancedmeetings/PDI Email: hoff@pdifinancial.com |
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| NAIC | National Association of Insurance Commissioners. |
Phone: 202-624-7790 Link:www.naic.org/ |
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| NAILBA | National Association of Independent Life Brokerage Agencies |
Phone: 703-383-3081 Link:www.nailba.com/ |
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| NAIFA | National Association of Insurance and Financial Advisors. |
Phone: 877-TO-NAIFA Link:www.naifa.org/sh_index.html |
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| National Underwriter | Provides updates and trends in the insurance industry. |
Phone: 800-543-0874 Link:www.nationalunderwriter.com/lifeandhealth/ |
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| Illustrations | |||
| WinFlex Web | Online Illustrations for AIG, Genworth Life & Annuity, Genworth Life, Mass Mutual, Prudential and West Coast Life. |
Phone: none Link:www.winflexweb.com/wfw_login.aspx |
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| New Business | |||
| IIT Quickview | Allows user to check new business status on cases submitted to; American General, American National, Genworth Life & Annuity, Genworth Life, ING, Lincoln Benefit Life, Prudential, ReliaStar, Southland, Travelers, United of Omaha and West Coast Life. |
Phone: (888) 486-4683 Link:www.idxtop.com |
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| Links to Carriers | |||
| John Hancock's LifeCare Microsite | LifeCare is single-premium whole life insurance policy with long-term care benefits. |
Phone: 800.234.7341 Link:www.jhlifecare.com |
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| Prudential |
Site includes; Needs Analysis Calculator,
Advanced Marketing, Business & Executive
Planning, Sales Ideas, Case Studies, Product
Information, Underwriting Information, Medical
Information, and much more. User ID: PruGuest Password: password1 |
Phone: 800-234-7341 Link:www.pruxpress.com Email: hoff@pdifinancial.com |
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| LTC Partnership Training Requirements | |||
| ClearCert CE Requirements | The required course hours vary depending on each states statute, please visit ClearCert.com for assistance with the states' LTC mandatory training requirements. |
Phone: 800.234.7341 Link:https://www.clearcert.com/custom/courses.html |
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