HOW IT WORKS

STEP 1: Verify with your insurance broker training is approved for Initial, Recurrent or Differences classes.

STEP 2: Complete the form on this page. We will contact you to confirm scheduling.

STEP 3: An invoice will be sent for a 25% non-refundable deposit. Upon receipt of payment, your training dates will be secured and travel arrangements (as necessary) will be made. The deposit will be applied to the final invoice. You will receive the training materials at this time.

STEP 4: A final invoice with travel expenses will be sent prior to training.

NOTE: A $500 reschedule fee will be applied to the final invoice if schedule changes are made within 7 days of the originally booked dates.

Communicating is important to me; please leave a voice message, text or email. With my busy training and travel schedule, I will respond via text or email as soon as I can.

For technical questions or time-critical situations, I am developing a cost-based Priority method of correspondence to alert me of your request and solicit an immediate or asap response.

You can reach me in one of five ways: