Image showing adults in continuing education courses

Continuing Education

Our carrier partners are able to teach an array of Continuing Education courses for your advisors and staff. In some cases credit is even available for accountants (CPA), attorneys (CLE) and financial planners (CFP).


Feel free to contact us to sponsor your next event!


Course offerings are as follows:

•  Addressing Client Exposures

•  Completing the Picture of Wealth: Managing Tangible Assets

•  High Net Worth Liability Trends and Serving the Affluent

•  Homeowners Insurance

•  Personal Security

•  Personal/Professional Liability Insurance

•  Private Collection Insurance

•  The Changing Nature of Personal Risk

•  The X’s and O’s of Personal Insurance

•  The X’s and O’s of Personal Insurance Policies – Auto & Liability

•  Understanding Liability Exposures