Multiline
Insurance and financial services professionals who are practicing in the multi-line area generally focus on property and casualty lines of insurance, but also offer life insurance products. They may also assist clients with overall insurance planning needs. Multi-line professionals who work in this area understand how all types of insurance and financial services fit into the client’s overall planning and have also mastered the concepts of risk and risk management as it relates to the protection of material assets and liability exposure.
Career levels in the Multiline Series:
Early:Click to open track of early career |
Established: Click to open track of established career |
Accomplished: Click to open track of accomplished career |
Multiline Resources:
- NAIFA Online CE - RegEd
- NAIFA Virtual Library FREE
- The American College
- AICPCU
- NAIFA Career Conference and Annual Meeting
- NAIFA Quality Award
- NAIFA Speakers Online Library
- NAIFA Webinar Series FREE
- NAIFA’s Advisor Today FREE
- NAIFA ClientCast™ by Real Wealth® FREE
- NAIFA Leadership in Life Institute (LILI)



Early:
Established:
Accomplished: