Personal Umbrella & Home-Based Business Insurance: Know the Coverage. Show the Value.

This fast-paced session helps agents clearly explain Personal Umbrella coverage, why clients need it, and how it responds when major losses exceed primary limits—brought to life through real claim scenarios. We’ll break down key policy provisions, exclusions, coverage limits, and how to determine the right amount of protection.

You’ll also gain a strong understanding of Uninsured/Underinsured Motorist coverage, duties after a loss, and the agency benefits of selling umbrella policies.

The session concludes with an overview of Home-Based Business Insurance, including eligibility, common classes, available coverages, and COVID-19 considerations—giving you practical tools to protect today’s evolving risks and strengthen client relationships.

Mentoring is the secret advantage that fuels great leadership. The process encourages accountability on both sides of the mentoring fence, and the outcome is increased self-awareness. In 30 years of coaching executives, Tom Meier has yet to find a truly great leader that lacks the ability to see themselves the way others see them. Join us on this one-hour webinar where Tom will unpack the lessons he has learned from mentoring and being mentored by some of the best in the business.

Take the mystery out of life insurance with Matt Barr of Loyal Christian Benefit Association.  

This course walks agents through life insurance from a product-first perspective, covering key product types, riders, and how they work in the real world. You’ll sharpen your skills in identifying the best fit for each client—and gain a solid understanding of compliance and regulatory requirements that protect both you and your clients.

This course equips independent insurance agency leaders with a practical foundation in perpetuation planning. Participants will explore the importance of emergency buy-sell planning and gain insight into both internal and external ownership transition strategies. Attendees will leave with the tools to assess readiness, manage risk, and confidently position their agency for a smooth transition—protecting enterprise value, people, clients, and legacy.