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Short, Virtual, Facilitated Sessions for Insurance Professionals

The world is changing quickly. Now more than ever, insurance professionals need to learn valuable information quickly in an environment where they can ask questions and share ideas with experts and peers. And, they need to do this from wherever they’re working.

Our new Learning Live Series can help!

Each live, interactive, two-hour Learning Live session will address an industry-specific topic in our online virtual classroom. Facilitators and industry experts share high-quality educational content, lead discussions, and facilitate group activities to encourage strategic thinking and problem-solving.

We’re creating content with you in mind! Current and future Learning Live sessions will give learners the opportunity to come together with peers and industry experts to:

  • Learn about the insurance industry
  • Gain a broad perspective of the business
  • Better understand current forces shaping the industry today

These sessions are ideal for:

  • 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 

Upcoming Sessions

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Feedback from Recent Participants

I’ve experienced many online courses and classrooms before, and I would say this is the most organized one. It is well structured, and the interaction makes the learning experience very seamless.

An excellent session, and the Q&A portion was very beneficial. Everyone got the chance to share their opinions.

It was a fantastic class; it held the attention of the learner with the varied modalities. I really enjoyed it!

Learning Live Series

Learning Live: Annuities

This session describes how an annuity works, explains the benefits of annuities, and compares and contrasts features of various types of annuities

Learning Live: Customer Experience

This session helps students understand what customer experience means for insurance companies and the various approaches insurers are taking to improve it

Learning Live: How Insurers Make Money

Basic concepts of financial management for insurers, focusing on how they balance dual goals of profitability and solvency

Learning Live: Industry Overview

The insurers’ role in the financial services industry, the regulatory environment they operate in, and forces that shape how they do business

Learning Live: Intro to Artificial Intelligence

This session is designed to help life insurance industry employees who don’t yet work with Artificial Intelligence (AI) understand why insurers are moving to embrace it

Learning Live: Intro to Data Analytics

This session is intended for non data scientists, and will help employees understand what data analytics is and why it is essential to insurers’ success

Learning Live: Life Insurance Products

Buying trends and product features for term life, whole life, and universal life insurance policies

Learning Live: Life Insurance Underwriting

Basic principles and practices of underwriting individual life insurance

Learning Live: Overview of Individual Life Insurance Distribution

Overview of life insurance distribution systems and channels, and explores how they are evolving in our changing industry.

Other Facilitated Learning Courses

Insurance Immersion

Insurance Immersion

A comprehensive overview of the industry and how insurers operate



Never stop learning! Leaders can also benefit from professional development.