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Voluntary/Worksite Certification


Course Instructors

To be determined.
To be determined.

About the Certification

Voluntary/Worksite products are not new to the employee benefit industry. However, the surge of interest in these products has accelerated in recent days as employers seek ways to help attract and retain talent. The industry has responded swiftly with new products, new features, new enrollment technologies and many changes to the underwriting rules of these products. This additional opportunity has created new responsibilities for agents, brokers and consultants as advising clients in this area will differentiate their value to the consumers they serve.

To address this evolving opportunity, NAHU has created a new three-hour Voluntary/Worksite Certification course. Completion of this course will ensure a strong technical knowledge of the rules and regulations pertaining to various types of voluntary/worksite products and proven methods for communicating those options to employers and employees in a compelling way.

Course Highlights

  • An overview of all the voluntary/worksite products that are available to employers
  • Review the "why employers would consider voluntary/worksite over traditional ancillary
  • Consider the market drivers of voluntary products at the worksite
  • Provides a complete review of the underwriting rules and enrollment tools that are emerging
  • Suggests enrollment and communication strategies and tactics
  • Review the taxation issues associated with voluntary/worksite products
  • Explain the HR/Administrative issues that employers need to know
  • Involves class participants in breakout discussions on ways to implement with case studies

Online Cost

The cost of the Voluntary/Worksite Certification Course is $179 for members and $279 for non-members, which includes online instruction in three one-hour webinar modules, a final exam and continuing education credits (status by state and rules). Upon completion, the student will receive a certificate of completion as voluntary/worksite certified.

Classroom Cost

The cost of this course is $179 for members and $279 for non-members. Certification in Voluntary/Worksite expertise and continuing education credits (status by state and rules) will be provided following completion of the course and an online examination with a passing grade.

Online Format

Course instruction will be delivered through NAHU's Online Learning Institute (OLI). 


Classroom Format

This is a three-hour course presented in a classroom environment.

Upcoming Classes

Have Questions?

Contact Student Services with questions or comments at 844-257-0990 or