National Association of Insurance and Financial Advisors (NAIFA) officials said the organization has partnered with WebCE to craft an academic agreement beneficial to insurance and financial advisors.
The collaboration will provide online CE-based education for NAIFA members, covering pre-licensing exam preparation and insurance and securities exam prep via company-mandated training.
“It was a challenge to search for a provider that could offer a comprehensive catalog to serve our NAIFA membership which includes individuals that span the gamut of practice areas including property and casualty, life and health insurance, annuities, investments, college, and retirement planning,” NAIFA Vice President of Marketing and Communications Suzanne Carawan said. “WebCE’s catalog exceeded our expectations and even included Diversity, Equity & Inclusion training which we’ve incorporated into our Talent Development Center to ensure that NAIFA advisors have the tools and resources needed to perform at their best.”
The joint effort also provides producers selling annuities with a new course in states that have adopted the NAIFA-supported NAIC Annuity Best Interest Standard.
“WebCE is pleased to partner with NAIFA to provide their members with financial services training and solutions for all their online education needs,” WebCE Vice President of Sales Rachel Casavant said.
The partnership stemmed from WebCE and NAIFA members meeting at this year’s virtual ILTCI Conference as a means of supporting industry adoption of current technology initiatives.
WebCE and NAIFA members paired up to discuss fintech topics at this year’s virtual ILTCI Conference to support industry adoption of modern technology methods. NAIFA and WebCE will work closely together on a roadmap to ensure NAIFA members can continuously differentiate themselves through their education levels.