For businesses & organizations
Financial educationfor your people.
The Community Education Program brings short, plain-language sessions on financial protection to workplaces, nonprofits, churches, and community groups — at no cost and with no sales presentation.
What it is
A session, not
a seminar pitch.
Most financial "lunch and learns" are sales events wearing an education costume. These sessions are the opposite: 30 to 45 minutes of practical explanation, questions welcome, and no one asked to sign anything.
Topics
Choose what fits your group.
Understanding Your Benefits
What workplace coverage typically includes, what it usually doesn't, and what happens when employment ends.
Protection Basics
Term, whole life, and final expense explained in plain language, without product recommendations.
Money Organization
Practical habits for tracking income and expenses — useful for employees and side-business owners alike.
Self-Employed Essentials
Recordkeeping and tax-season preparation for contractors and 1099 earners in your community.
Hosting
Simple to arrange.
Share your group, size, and what would be most useful.
Pick a session and format — in person or virtual.
Set a date and time that works around your team's day.
A 30–45 minute session with time for questions at the end.
Community education
Bring clarity
to your team.
Tell us about your group and we'll suggest a session that fits.