- Home office employees at insurance, worksite benefit, and retirement companies
- Firm, branch office, and financial professional support staff — licensed and unlicensed
- Companies that provide outsourced services to the insurance and financial services industry
The Learning Live Series features two-hour, virtual, facilitated sessions that expand your knowledge of essential topics. Facilitators and industry experts share high-quality educational content, lead discussions, and facilitate group activities to encourage strategic thinking and problem-solving.
Designed for employees who don’t yet work with AI, this session explains tasks AI can and cannot do, the benefits and challenges of adopting it, and the evolving role of employees who collaborate with AI.