​Life Cycle of Group Benefit Plans

Online Life Cycle of Group Benefit Plans Training

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Recommended Sequence (page 4 of 4): It is recommended that you take this course last, after taking Group Insurance Landscape, Group Benefits Design and Administration, and Group Benefits Funding and Pricing.

Life Cycle of a Group Benefits Plan outlines the insurer’s role and responsibilities at all stages of a group benefits plan life cycle—prospecting, quoting/proposing, selling, implementing, servicing, amending/renewing and terminating a group insurance plan. The application of principles of ethical decision making throughout the life cycle of a group benefits plan is examined from the perspectives of all parties involved—plan sponsor, insurer, plan advisors and plan members.

  • Lesson 1: Prospecting a Group Benefits Plan
  • Lesson 2: Quoting/Proposing and Selling a Group Benefits Plan
  • Lesson 3: Implementing and Servicing a Group Benefits Plan
  • Lesson 4: Amending/Renewing to Terminating a Group Benefits Plan
  • Lesson 5: Ethical Decision Making

View full course outline [PDF].

Price: $85 Members
($125 Nonmembers)

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Contact us at (888) 334-3327, option 3 or elearning@ifebp.org.

Team Training

Take advantage of special discounted pricing when you train your team with this e-learning course.

Continuing Education

This course may qualify for Continuing Education (CE) Credit and CEBS CPE.