June 9, 2026
Navigating the 2028 Contract Changes
What's changing in 2028, how it affects your agency's bottom line, and how to build a plan before the clock runs out.
Club Capital Resources
Practical guidance for insurance agency owners on financial performance, taxes, operations, and growth.
June 9, 2026
What's changing in 2028, how it affects your agency's bottom line, and how to build a plan before the clock runs out.
April 15, 2025
Learn practical ways SF agencies can improve local search visibility, strengthen their online presence, and help prospective customers find them faster.
March 5, 2025
A practical look at what Google Ads spend can and cannot do, how to evaluate performance, and where agencies should focus for better returns.
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January 28, 2025
Learn how to review your agency's financial performance, identify meaningful trends, and use the numbers to build a stronger plan for 2025.
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January 2, 2025
Year-end tax planning guidance for SF agencies, including practical steps to review before closing the books on 2024.
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December 17, 2024
A breakdown of the 2025 Allstate compensation changes and what agency owners should consider as they plan for revenue, expenses, and profitability.
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August 26, 2022
In this webinar we discuss the Augusta Rule, it’s origin, interpretation and how insurance agents can take advantage of it.
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May 26, 2022
In this webinar, Alissa Locke discussed all aspects of debt – how people get into it, behaviors that keep you in it and how to get out of it. It was truly remarkable learning about the impact debt has in your life outside of finances. To learn how to take control of your finances, be sure to sign up for her course here .
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October 8, 2021
In this webinar, we discuss how the ERTC impacts Insurance Agency Owners. Qualifications, tax implications, dates to remember and all the details regarding the ERTC are discussed.
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April 21, 2021
In this webinar, we went over the PPP Round 1 forgiveness process, its timeline and latest legislation. We also went over PPP2 – who qualfies, how you qualify, how you apply and what we’re doing to help you obtain this loan