Spanish Language Benefits Education ("SLBE") Certification

Thu, September 25, 2025 – 3:00 pm - 5:00 pm ET
Thu, October 23, 2025 – 3:00 pm - 5:00 pm ET
times shown are in Eastern Time

This class has already taken place.

** This class takes place across multiple days.

Registration Closed

sponsored by:

CIBI

Class Notes

The new SLBE (Spanish Language Benefits Education) Certification is a credential that will show clients and prospects that you have invested in learning strategies to serve Spanish speakers with ethics and excellence. It will prepare you to educate them about their insurance and benefits plans, providing the necessary tools, materials, and processes for this market to make well-informed decisions in their own best interest.   

Upon completion, you will be able to demonstrate to clients and prospects that you understand that serving Spanish speakers involves more than Google translate or an overworked bilingual foreman and that you have invested in learning thoughtful and effective strategies to do this. You will then be able to ensure that plans you recommend, and offer are suitable; that written communication is clear, consistent and e the plans you recommend and offer are suitable; that written communication is clear, consistent, effective; that enrollment is engaging; that tech supports your endeavor, rather than undermining it; and that Spanish speakers have effective support throughout the year. 

CONDUCTED IN ENGLISH (and no, you do not have to learn ANY Spanish!) 

  • PART 1: Engaging Spanish Speakers in Their Benefits: Best (and Worst) Practices 
    • PART 1: 09/25/2025 (3:00 pm - 5:00 pm EST) 
  • PART 2: Benefits for Speakers of Other Languages - Ethics, Compliance and Suitability (2 CE Credits) 
    • PART 2: 10/23/2025 (3:00 pm - 5:00 pm EST)  

 

Description

Course Overview: This program will equip benefits brokers with the knowledge and skills to ethically, legally, and effectively support Spanish-speaking employees throughout the benefits lifecycle. With a focus on regulatory standards, cultural competency, and suitability, brokers will learn how to ensure all employees—regardless of language ability—receive accurate, accessible, and appropriate benefit offerings. Through real-world case studies and insurance- specific scenarios, brokers will gain insight into how language and cultural factors affect benefit understanding, plan selection, and ongoing support.

By strengthening their ability to serve linguistically diverse workforces, brokers will be better positioned to advise employer clients, reduce the risk of errors and omissions (E&O), and fulfill ethical obligations under state and federal guidelines.

Learning Objectives:

  • To introduce the ethical, legal, and regulatory reasons why brokers should serve LEP employee populations appropriately, framing this as a compliance-aligned professional responsibility.
  • To help brokers identify how cultural values, language access gaps, and structural barriers contribute to compliance and suitability failures when serving LEP employees.
  • To guide brokers in designing benefit structures that align with legal standards, client needs, and employee comprehension - minimizing E&O risk and maximizing regulatory compliance.
  • To educate brokers on how to produce and distribute benefits materials that meet regulatory standards and protect against E&O (Errors and Omissions) risks when serving LEP employees.

How this course applies to the Insurance Producer:

  • Brokers will recognize that serving LEP employees is a core part of ethical, compliant, and suitability-focused practice. Supporting informed benefits decisions for LEP employees enhances outcomes, strengthens client relationships, and helps minimize E&O (Errors and Omissions) exposure.
  • Brokers will learn to view cultural and language dynamics not as "soft skills" but as critical elements of their duty to ensure plan suitability and protect against regulatory and liability risks.
  • Brokers will leave with a clear roadmap to design benefit offerings that are structurally compliant and appropriate for LEP employees. By aligning with legal and regulatory requirements, brokers can better serve both their clients and their employees while protecting themselves from potential liabilities, including E&O exposure.
  • Brokers will understand how to develop benefits materials that satisfy legal standards and reduce E&O exposure, ensuring that LEP employees can make informed, suitable decisions aligned with their needs and rights.