— in expenses

Annual meeting: facilitated the exchange of information concerning independent life agencies via workshop and presentations by various speakers, attendance-approximately 1,000.

— in expenses

Case manager certification program: trains and develops new case managers on the life insurance case management process while certifying existing case managers on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module.