Customized Education

Customized Education

Have a group that would benefit from training?  Consider a private seminar.  Email us at 

As each group’s training needs are different, our instructors will work with you to develop a program tailored to the needs of your team. You select:


  • Select an existing off-the-shelf course
  • Mix and match topics from different courses based on your needs
  • Choose to survey several topics or select an in-depth, concentrated discussion


Format of Materials:

  • Printed: we print and mail the materials to you
  • Electronic: we provide the materials electronically and you can print yourself if needed


  • Select dates that fit within our mutual schedules (call us early for maximum flexibility)




Additional Considerations:

  • Use of your GAAP and Statutory Financial Statements is encouraged
  • Class size
  • Use of other company specific information



  • In person: at a location of your choosing
  • Virtual: through our online platform
  • Hybrid: in-person at your core location and virtual for staff in other locations

Pricing is contingent upon delivery method (virtual or live), length of course, time of year and number of participants. For example, a virtual webinar for 10 participants can offer 8 hours of CPE starting at $110 per credit hour including customization of the agenda and use of your company financial statements as the point of instructional illustration.


Available Upon Request

Interested in other content?  Unable to find a course that exactly meets your needs?  We have a library of topics which are available upon special request that includes:

Health Annual Statement
Accounting for Invested Assets: GAAP, Statutory and Tax
Transitioning from Blue Book to Orange Book
Annual Statement for Risk Retention Groups
Principles-Based Reserves
Tax for Non-Tax Professionals
Captive Insurance Related Content
Statutory Accounting Principles