Professional Education for a Changing Industry
Fiduciary responsibility is evolving. Understanding your exposure is essential. These courses are designed to help professionals protect organizations, strengthen governance, and modernize insurance operations.
Course 01
The Fiduciary Edge
How Elite Agents Win Group Health Clients While Competitors Create Lawsuits
The complete training system that transforms insurance professionals from commodity sellers into trusted fiduciary risk advisors, with the conversation frameworks, assessment tools, and sales architecture to win accounts permanently.
Master Fiduciary Risk. Own the Conversation.
Win the Account.
Five intensive modules take you from ERISA fundamentals through advanced stop-loss analysis, ethical urgency creation, service provider oversight, and the exact conversation architecture that closes deals. Every module includes downloadable tools, templates, and checklists you deploy immediately with prospects.
Who It’s For:
Employee Benefits Producers
Insurance Advisors
Insurance Agency Executives
What You’ll Gain:
With a repeatable self-funded sales operating system, you can run account after account, not random tactics.
CFO-ready positioning that leads with risk control, governance, and financial outcomes instead of rates.
A structured discovery + stop-loss alignment framework that uncovers misalignment before it creates denied claims.
Vendor oversight leverage to confidently address TPA, PBM, and other service providers' compensation transparency issues.
A renewal control process that shifts you from reactive pricing to proactive contract strategy.
Practical tools you can deploy immediately: scripts, checklists, executive summaries, and governance artifacts.
Learning Objectives:
By the end of this training program, participants will be able to:
Reposition self-funded sales at the executive level, leading with risk control, governance, and financial outcomes instead of rates.
Run a structured discovery process to uncover plan, stop-loss, and vendor misalignments before they result in significant claim denials and ERISA violations.
Confidently explain stop-loss fundamentals (deductibles, lasers, exclusions, contract bases) in CFO-ready language.
Identify hidden contract and compensation risks within TPA, PBM, and stop-loss arrangements.
Model and communicate volatility scenarios so decision-makers understand risk-adjusted outcomes.
Install a renewal control system that shifts the agency from reactive pricing to proactive contract leverage.
Implement governance documentation practices that demonstrate prudent oversight and reduce fiduciary exposure.
Standardize a repeatable sales operating system across producers to improve consistency, credibility, and close rates.
25+ Practical Tools & Templates Included:
This program includes more than 25 downloadable tools and implementation resources to help participants move from theory to action.
These tools are built to support real-world deployment and may include:
Fiduciary risk assessment frameworks
Breach trigger checklists
Conversation scripts and language guides
Call planning worksheets
Vendor due diligence checklists
Selection committee templates
Annual vendor review frameworks
Stop-loss contract analysis toolkit
Coverage gap trackers
Excluded expense trackers
Fiduciary role matrix
Delegation liability map
Document tracking systems
Performance guarantees review guides
Knowledge gap assessment tools
These resources provide a structured system that professionals can immediately integrate into their advisory practice or internal governance process.
Course Format:
Five structured implementation modules, built specifically for benefits producers and agency leaders selling self-funded plans, and delivered in a logical progression from legal foundation to sales execution to risk control.
MODULE 1: MASTER THE FUNDAMENTALS
THE LEGAL FOUNDATION THAT GIVES YOU AUTHORITY
MODULE 2: WIN THE CONVERSATION
THE SALES PHASE – STOP LOSING ON PRICE
MODULE 3: MAKE RISK REAL
MODULE 4: THE URGENCY PHASE — ETHICAL PERSUASION
MODULE 5: STOP-LOSS INSURANCE MASTERY
HIDDEN GAPS, FIDUCIARY RISK & CONTRACTUAL LANDMINES
What You’ll Gain:
Clear conceptual instruction
Practical sales integration
Client-facing tools
Internal oversight checklists
This is not motivational sales training. It is a governance-first sales operating system grounded in fiduciary reality.
Mastering ERISA Responsibility & Elevating Advisory Authority
The rules governing self-funded health plans have changed. The expectations for advisors have changed further.
Today’s producers and agency principals are no longer judged solely on pricing strategies or plan design. They are evaluated on their ability to guide employers through a complex landscape of fiduciary duties, vendor compensation disclosures, stop-loss alignment, and governance accountability.
This program equips you with the knowledge, frameworks, and language needed to step into that role with confidence.
Course 02
Take a Deep Dive with Frank
Mastering Fiduciary Responsibility for Self-Funded Health Plans: A Companion Course to The Silent Danger
Take a deep dive into fiduciary responsibility with this comprehensive companion course to The Silent Danger. Designed to expand upon the book’s core principles, this training program provides a structured, practical framework for understanding and applying ERISA fiduciary standards within self-funded health plans.
Participants will gain clarity on their fiduciary status, legal duties, governance obligations, and oversight responsibilities — while learning how to reduce exposure through documented processes, prudent decision-making, and structured compliance practices.
This course transforms awareness into application, equipping professionals with the confidence to lead responsibly.
Who It’s For:
Employers & Plan Sponsors
HR & Finance Leaders
Insurance Advisors
Agency Executives
What You’ll Gain:
Clear understanding of fiduciary status and ERISA responsibilities
Confidence applying the prudent person standard
Governance frameworks tailored to self-funded health plans
Practical strategies to mitigate fiduciary liability
Structured guidance for managing vendor relationships
Improved understanding of reporting, disclosure, and compliance requirements
Learning Objectives:
By the end of this training program, participants will be able to:
Identify their fiduciary status and understand associated duties under ERISA
Apply the prudent person standard in decision-making processes
Implement proper governance structures for self-funded health plans
Mitigate fiduciary liability through documented procedures and best practices
Navigate vendor relationships within fiduciary constraints
Understand and fulfill reporting and disclosure requirements
Recognize and address potential conflicts of interest
Apply fiduciary standards to plan investments and funding decisions
Course Format:
This course includes quizzes to reinforce learning and ensure comprehension of key fiduciary concepts.
Participants are encouraged to take their time, engage thoughtfully with the material, and apply the principles within their own organizational structure to strengthen oversight and reduce risk.
