Achieve Financial Fluency and Run a Profitable Agency with The AgencyCFO Training Program

​It takes more than selling insurance to run a successful insurance agency.  You need to know how to run a business and in particular build a strategic financial plan.  Our friends at RD Advisory Group, who provide fractional CFO services to agencies around the country, have recently developed a much- needed financial fluency training program called The AgencyCFO. Big I New York members with less than $750,000 in revenue and want to grow their agency are ideal candidates for this program.  Agency principals will be provided with the tools, guidance and coaching to run a profitable agency.  Plus, you will gain peace of mind getting the financial…

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Big I NY Can Help You Meet the New CE Requirements!

We have worked with the Department of Financial Services and are excited to let you know that we have numerous classes approved for the various new requirements. We are ready, willing and able to help you get the new CE requirements you need to renew your license after 4/1/2022.  (Remember, if you can complete your CE requirements and renew prior to 4/1, you don’t need to worry about the new requirements until the next renewal period).  We have worked with our friends at the Department of Financial Services to get numerous classes approved for the various new requirements.  You can see our current list of classes…

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