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Master the Language of Numbers

Life insurance companies rely on senior leaders to make effective decisions that add value and advance company goals. It's critical that these leaders have a clear picture of how the company makes money and where they can add value. Successful leaders, especially those without a financial background, need strong financial acumen to excel in their roles. Finance for Insurance Leaders, a two day, in-person program, clarifies industry-specific financial concepts and helps leaders apply them in their roles. Schedule a session for your company or attend with industry peers

Finance for Insurance Leaders

The unique elements of a life insurer's financial operations and strategy are complex and difficult to understand, even for successful leaders.

Finance for Insurance Leaders provides non-financial leaders at life insurance companies with an understanding of the unique aspects of financial management in the industry. Our dynamic instructor — an expert in insurance finance — comes to your location and engages groups of 10-25 leaders in meaningful, relevant discussion. An open-enrollment session is also available. 

What Participants Say

This session helped me connect the 'why' to the 'what' to have a better understanding of the impact decisions have on our business. I highly recommend this program to all employees.

I loved this program and found a lot of value in the session.

Before this session, I used some of these terms on a daily basis, but it was only after the session that I understood where they came from. It gave me an overall picture of the company.

Additional Programs

Insurance Immersion

A unique, instructor-led program that provides a comprehensive overview of the industry and how insurers operate.

Upcoming Sessions

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Finance for Insurance Leaders Contact

For more information on the Finance for Insurance Leaders program, contact Barbara Brown, Program Director:

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