The Master Financial Advisor series is flexible and streamlined, designed to provide the knowledge, skills, and tools needed for greater success at every step in a producer’s career.
Criteria:
To earn credits producers must complete the following courses in the MFA series:
- MFA Level 1: Building a Strong Foundation (6 Modules)
- MFA Level 2: Putting Clients First (4 Modules)
- MFA Level 3: The Business Advisor (2 Modules)
Motivate and reward your producers who contribute to the company's success through their productivity and quality business with high persistency with LIMRA's International Quality Award (IQA).
Criteria:
- Represent a LIMRA member company
- Produce a minimum number of policies written in two consecutive years and a qualifying 13-month persistency rate on individual life and personal pension (annuity) business issued and paid for during a calendar year. (Requirements vary by country.)
There are three levels and requirements that vary by country:
The International Award for Productivity (IAP) is internationally recognized and provides a consistent measure of growth in a company of any size.
Criteria:
- Silver: 25-49 new life policies paid in the year prior to applying for the award
- Gold: 50-99 new life policies paid in the year prior to applying for the award
- Platinum: 100 or more new life policies paid in the year prior to applying for the award
Advance your professional credibility, knowledge, and skills by learning both the technical and soft skills of successful selling.
Criteria:
To attain this distinguished designation, producers are required to successfully complete both the Master Financial Advisor (MFA) series (Levels 1 – 3) and the Trustworthy Selling program.