Events

Balancing the needs of both parents and children has become the new financial tightrope for millions. This course explores how life insurance can serve as a tool for stability amid […]

Fraud reports don’t vanish into a void; they set justice in motion. Trace how fraud suspicions move through investigations and end in real prosecutions. Explore the role of Special Investigation […]

Annuities sit at the center of some of the most controversial moments in insurance and financial services. Explores how questionable sales practices, aggressive marketing, product complexity, and regulatory action shaped […]

Umbrella and excess liability policies are often marketed as straightforward limit increases. In reality, small form differences can quietly undermine coverage, defense obligations, and client expectations. Break down excess versus […]

Discover how Enterprise Risk Management (ERM) can elevate your role by shifting from reactive protection to proactive strategy. Learn how to spot blind spots in your agency, help clients plan […]

Explore financial planning through a practical pyramid framework that shows how each layer of financial security supports the next. Starting with cash flow, emergency reserves, and risk management, this webinar […]

Explore how unconventional dwellings are reshaping property risk and exposing gaps in standard insurance approaches. Barndominiums, manufactured homes, modular construction, and shipping container homes each present distinct structural, regulatory, and […]

Examine how a simple 3D planning lens can transform small business conversations. This program connects three critical dimensions: stabilizing the workforce through core and voluntary benefits, protecting operations with business […]

Cyber threats aren’t just a big business problem— small and mid-sized enterprises (SMEs) are increasingly in the crosshairs, yet often underprepared. Explore the essentials of cyber insurance for SMEs, including […]

Working from home changes where work happens, but it does not change the reality of disability risk. Illness, injury, and chronic conditions can still disrupt income regardless of location. Review […]

Explore commercial property insurance, from its origins through to today. Examine landmark course decisions. Review today’s property policy components as well as covered and excluded causes of loss. Discuss the […]