COMPLIANCE MASTERY TRACK

Don't Get Bit:
COBRA Compliance

Master the COBRA rules, timelines, and common pitfalls that can put brokers and their clients at risk.
  • 6 Modules
  • ~90 Minutes
  • Knowledge Checks
  • Final Exam

Why COBRA Matters

COBRA questions come up constantly in the brokerage world. This course gives you the practical understanding you need to recognize the rules, avoid common mistakes, and respond to clients with confidence.

Know the Rules

Understand what COBRA is and who must offer it.

Spot the Risk

Recognize the deadlines, payment issues, and compliance traps.

Protect Practice

Understand how COBRA mistakes can affect your clients and your own liability.

How You'll Complete the Course

How You'll Complete the Course

01 — Work Through the Modules

Move through six focused modules designed around real-world COBRA situations.

02 — Test Your Knowledge

Complete short knowledge checks throughout the course. These are designed to reinforce your learning and are not graded.

03 — Complete the Final Exam

Finish with one cumulative exam covering the material from all six modules.

04 — Earn Your Certificate

Score 80% or higher on the final exam to pass and earn your completion certificate.

Meet the instructor

Lucia Fan

Lucia founded Nimbly after three decades in the employee benefits field, working within several Top 10 brokerage firms. She holds a degree in Speech Communication and Business Administration from the University of Maryland and the CEBS designation. 
She became known for making complex topics clear and practical. Her strength has always been coaching, helping Client Managers and clients understand complicated regulations and processes with clarity and assurance.

Nimbly brings her experience and consulting coaching style together to support the development of strong, capable Client Managers.
Patrick Jones - Course author

Ready to Get Started?

Build your COBRA confidence and learn how to recognize the issues that can put your clients — and your practice — at risk.
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