Fiduciary responsibility is evolving. Understanding your exposure is essential. These courses are designed to help professionals protect organizations, strengthen governance, and modernize insurance operations.

Professional Education for a Changing Industry

Course 01

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.

Deepen Your Understanding. Strengthen Your Governance.

Learn More and Enroll

Course 02

The Fiduciary Edge

Mastering ERISA Responsibility & Elevating Advisory Authority

The Fiduciary Edge is a comprehensive training program designed to equip insurance professionals and plan advisors with the knowledge, frameworks, and tools necessary to confidently navigate fiduciary responsibility under ERISA.

This course goes beyond theory. It provides practical governance structures, documented procedures, and real-world deployment resources that help professionals mitigate fiduciary exposure while strengthening their advisory positioning.

Participants leave with both clarity and capability — understanding the legal standards and possessing the structured tools to apply them effectively.

Who It’s For:

  • Employers & Plan Sponsors

  • HR & Finance Leaders

  • Insurance Advisors

  • Agency Executives

What You’ll Gain:

  • Clear understanding of fiduciary status and associated ERISA duties

  • Confidence applying the prudent person standard in real-world decisions

  • Frameworks to strengthen plan governance and oversight

  • Strategies to reduce fiduciary liability through documented processes

  • Structured approach to navigating vendor relationships

  • Practical tools that elevate your advisory authority

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 plan-related decision-making

  • 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

25+ Practical Tools & Templates Included:

This program includes more than 25 downloadable tools and implementation resources designed to move participants from theory to action.

These tools are built to support real-world deployment and may include:

  • Fiduciary risk assessment checklists

  • Governance structure templates

  • Vendor evaluation matrices

  • Documentation frameworks

  • Decision-making worksheets

  • Conflict-of-interest identification tools

  • Compliance tracking guides

  • Oversight reporting templates

These resources provide a structured system professionals can immediately integrate into their advisory practice or internal governance process.

Build a Stronger Fiduciary Foundation.

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