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Hartford School of Insurance

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Voluntary Benefits Specialist Program

The Voluntary Benefits Specialist Program is designed for group benefit professionals of all experience levels that market and/or service voluntary insurance products. If you sell or service voluntary accounts or desire to obtain the National Underwriter Voluntary Benefits Specialist (VBS) professional designation, this two-day program is tailored for you. Additionally, professionals can use this program to help meet their continuing education requirements.

Program Structure

Self-study reading and activities Two-day intensive classroom training

This program is offered in the following format:

Full classroom details below.


Click on Expand All to See Full Descriptions

Program Learning Objectives

This program is designed to help prepare participants to:

  • Differentiate themselves through deeper product and industry knowledge
  • Understand the different types of voluntary products in the marketplace
  • Effectively communicate the need for voluntary products in attracting employees
  • Demonstrate knowledge to successfully manage voluntary benefits
  • Position themselves in enrolling and implementing voluntary programs with their customers

Program topics include:

  • Voluntary Market Overview
  • Reasons to Discuss/Offer Voluntary Benefits
  • Regulation of Voluntary Benefits
  • Voluntary Products in the Marketplace
  • Service Technology Solutions in the Voluntary Markets
  • Enrollment Strategies in the Voluntary Markets
  • Individual (Worksite) vs. Group Platforms
  • Voluntary Selling Strategies and Keys to Successful Enrollment
  • Administration of Voluntary Benefits
Classroom Delivery Details

This comprehensive program is divided into two important, interrelated phases:

  • Phase I (In Agency): The individual study portion of this program is comprised of reading the National Underwriter VBS (Voluntary Benefits Specialist) designation handbook in preparation for taking the designation exam. Participants should expect to receive pre-work materials four weeks in advance. 

    *Reading assignments will be received via mail approximately 4 weeks prior to course. 
    Reading assignments consist of The National Underwriter Voluntary Benefits Specialist course handbook and includes the following topics:
    • Market Overview
    • State and Federal Regulatory Practices
    • Product Positioning
    • Policy Classification
    • Enrollment Strategies
    • Ongoing Client Services, and more. 
  • Phase II (Instructor-Led Classroom): This two-day intensive training is conducted by the school’s experienced instructors. At the end of the program, students will also have the ability to test to earn the Voluntary Benefits Specialist (VBS) Designation.

            Classroom instruction runs from:

                  Day 1: 8:00am - 4:00pm

                  Day 2: 8:00am - 3:00pm (Please take this into consideration when booking returning flights)

Class sizes are limited to ensure highly effective, interactive, hands on instruction.

For additional questions or guidance about this program, please contact one of our Sales Consultants at 800-772-0208. 


Continuing Education Credits
  • Classroom Programs:  Click here to view Continuing Education (CE) credit hours filed in your state.

    Students wishing to obtain CE Credits must be licensed prior to attending the program. Please note: CE credit hours are subject to change per insurance department regulation and reviews.

  • Virtual Classroom Programs: Because these programs do not include traditional classroom training, these programs are currently not filed for CE credits in any state.

Have a CE question? Call our Training Coordination service team at 800-772-0208.


Tuition: $895 and includes all training materials.

Your pre-work course material will be mailed to you 30 days prior to the start of Phase II.  

Please note: registrations received less than 2 weeks from the start of class, or those looking to expedite the shipping of materials, will be charged a $25 rush shipping fee. Tuition must be paid in full prior to receiving pre-work material. 

Tuition can be paid using Master Card, Visa, American Express or check.

Cancellation Policy
  • Cancellations received more than 30 days prior to start of the program will receive a full refund.
  • No refunds will be issued for cancellations received less than 30 days prior to the start of the program. Students will be given one opportunity to transfer to another session, preferably within the same calendar year.
  • Refunds are not available for transferred programs.
Training Locations & Accommodations

Attendees are responsible for arranging their own travel and lodging, and for covering all costs incurred (including travel, lodging, and meals) while participating in the program. Hartford School of Insurance has negotiated special room rates with selected hotels. Attendees may also select to make alternatives arrangements.

Travel arrangements should not be made until registration confirmation has been received. Return flights should not be made before 5:00 pm on the last of class.

Click on the link below to view training locations and corresponding accommodations.
View Group Benefits Training Locations & Accommodations

VBS Designation

Voluntary Benefits Specialist (VBS) Designation

Hartford School of Insurance is proud to partner with The National Underwriter Company to offer the Voluntary Benefits Specialist (VBS) designation. Created with the learning needs of insurance professionals in mind, the VBS designation is the most complete professional designation available for industry professionals seeking to master the subject of voluntary products.

Students completing the VBS program have demonstrated extensive knowledge in voluntary products.

Click Here to view the VBS Professional Designation Flyer.


Program Reviews

About our Customer Reviews

The Hartford publishes reviews so you can read about actual experiences our customers have shared. The reviews on this site are individual descriptions of costs, savings amounts, and customer experiences with our products and services that will vary based on their unique circumstances. Please note that each review is presented in its original form after having been reviewed by The Hartford and reviews are not representative of all customers.

Guidelines for reviews

The Hartford publishes reviews in order that site visitors may learn from actual experiences our customers have shared.

The Hartford applies several guidelines in the consideration of customer reviews for publication on our web site.

In general, reviews are published if they are relevant to the experience and not defamatory.

While the application of publishing guidelines is a subjective process, the following are frequent reasons which may prevent posting of a review:

  • Derogatory, abusive, threatening or offensive language and statements will disqualify a review from being published.
  • In order to protect our customers' privacy, and that of our employees and business partners, reviews containing personally identifiable information will not be published.
  • We do not publish reviews citing exact premium and settlement amounts.
  • We do not publish reviews that include a description of illegal activity or reference pending or current litigation.
  • We do not edit, correct, or modify ratings or reviews, regardless of content or tone.

Program Reviews


Click below to enroll

Tuition: $895


(Denver Area)
Mar. 20 –  21   Enroll

Charlotte, NC
Apr. 17 – 18  Enroll

Schaumburg, IL
(Chicago Area)
May 8 – 9    Enroll
(Baltimore Area)
May 15 – 16   Enroll
San Diego, CA
May 15 – 16   Enroll

Bloomington, MN
June 4 – 5   Enroll
July 10 - 11   Enroll
(Philadelphia Area)
July 12 - 13   Enroll
(Atlanta Area)
July 24 - 25   Enroll
Aug. 14 - 15   Enroll
Aug. 28 -29   Enroll
(Houston Area)
Sept. 11 - 12   Enroll

Have Questions?

Contact Hartford
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