- 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.
This session in the series describes insurers’ role in the financial services industry, the regulatory environment they operate in, and forces that shape how they do business.