Workshops and Webinars

We are here to provide free no obligation financial wellness workshops for you and/or your staff at your organization's place of work.

The Great Resignation!

More and more people are wanting to work from home. Whether you are a Freelancer looking to buy your own benefits or a small business owner seeking affordable and flexible benefit plans to retain your staff, we have the solution. Our focus is to guide you in selecting the best program to safeguard your business and your staff. Once set up, you have access to a simple electronic application for claims that cover the following:

- Disability

- Loss of Income

- Business Overhead Expense

- Accidental Death & Dismemberment

- Critical Illness

- Health & Dental

- Travel Medical Emergency just to name a few.

Click here to learn more (zoom).

Click here to learn more (in-person).
Scheduling and Time allotted (1 hour)
We are happy to provide an in person or virtual workshop
Book now.