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LUTCF

NAIFA's Life Underwriter Training
Council Fellow

LUTCF courses are online and available in OnDemand self-study or live interactive classes. A productive activity in a time of social distancing.

LUTCF® Designation Program - often considered the first designation any insurance professional should earn - has delivered value to more than 70,000 professionals since 1984. When you earn the LUTCF® designation, you receive so much more than a recognized designation. You gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services.

Why Enroll?

  • The LUTCF® is the industry-benchmark for insurance credentials and there are currently more than 62,000 designation holders.
  • 50% of the students enrolled in the LUTCF® program made a sale as a result of a homework assignment in the very first course.
  • Develop essential skills for new agents and advisors that can make or break your career.
  • The program qualifies for state insurance CE as well as CE for other industry credentials.

Curriculum Highlights

The curriculum combines classroom learning and field training to equip agents and financial advisors with the knowledge and skills to put them on the path to career success.  The content integrates four practice specialties, life insurance and annuities, health and employee benefits, multiline, and financial advising and investments providing both an overview of each but also addressing their interdependencies—critical for agents and advisors to understand when advising clients. Topics cover the real life issues of today, from multigenerational homes, to single parent households and same sex marriages.

The curriculum consists of three, nine-week courses, consisting of eight weeks of instruction followed by a week of study and review for the exam, making it feasible for students to complete the LUTCF® program in one year or less.

  • Part One: Introduction to Practice Management and Life Insurance includes developing a business plan, ethics, financial planning and risk management, introduction to life insurance products, and life insurance prospecting and selling skills.

  • Part Two: Insurance and Investment Products focuses on life insurance and annuities, mutual funds, disability income, long-term care, health and group insurance, and property and casualty insurance.

  • Part Three: Risk Management Applications addresses retirement and estate planning, special family situations, and presenting basic plans to individuals and business owners.

Course Sessions

LUTCF self-study courses are available, so you can enroll and begin at any time using the OnDemand prerecorded course lectures. Courses also are taught in live, interactive online classes. The next live online class for Course 1 begins July 30, 2020. Please contact our enrollment team at 1.800.237.9990 x3 to learn more. Be sure to identify yourself as a NAIFA member to receive a 15% discount on your LUTCF registration or any of a variety of Kaplan Financial Education courses and products.

NAIFA members can register online and receive your 15% member discount at this NAIFA member LUTCF registration link. Non-members can use this LUTCF registration link to register online.

 

Benefits of Earning the LUTCF® Designation

If you are a new insurance agent, the LUTCF® program is the perfect way to kick-start your career.

Industry Recognition

The LUTCF® designation is recognized as the industry-benchmark for insurance credentials and is endorsed by the top financial firms and insurance agencies.

Gain Applicable Skills

Develop skills that apply directly to your current position. More than half of students in the class typically attribute a sale as a result of their first LUTCF® homework assignment.

Tangible Career Benefits

Graduates of  the LUTCF® program report increases to their earnings, client base, and even their job satisfaction after completing their studies.

Skills That Benefit You and Your Clients

Develop the skills that the top insurance agencies demand that agents need to know while advancing your own financial career.