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  • Home
    • About Us
    • Refer a Friend
    • Charity Causes >
      • Dupage Health Coalition
      • Heart of a Veteran
    • Opportunities at ESG
  • Solutions
    • Business Solutions
    • HR Solutions - ESG Advantage >
      • 2021 HR Game Plan
      • 10 Reasons Why
    • Benefits Solutions >
      • Health & Wellness >
        • Traditional Healthcare
        • Medical Share Plan
        • WhyFit Wellness
        • Delta Dental
        • VSP Vision
      • Life and Disability
      • Hyatt Legal Services
      • Executive Benefits
      • Financial Services >
        • Financial Services >
          • Annuities
        • Workplace Financial Wellness
        • Mortgage Planning
        • Get a Quote
      • Udemy Online Education
    • Payroll Solutions
    • Compliance Solutions >
      • Compliance Training Summaries
  • Resources
    • Blog >
      • ESG Blog Signup
    • ESG Care Team
  • Client Portal
  • Contact Us
    • Schedule Here

Agents Brokers Finance Professionals Insurance Professionals

Lunch & Learn CE - Register your seat today! 

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CE Course Details
Your time and your education are valuable, that's why we have created Lunch & Learn CE.  In the time it takes to have lunch, you will explore key topics of insurance, in a modern world. 

These programs have been designed for the insurance and brokerage industry;  its marketers, wholesalers, sales managers, stock brokers and insurance agents.

Understanding Modern Insurance  
This is a one hour classroom course to educate licensed insurance agents regarding the current and modern trends affecting consumers, their clients, both senior and younger, their company appointments, and insurance products. 
Dates: May 15, June 19, July 31, September 11
Class begins at 11:30 am
Cost: $25 - 3/$50

Retirement Income Strategies
In this course, participants will learn the rules, characteristics, and contribution limits of all retirement plans available as well as distribution guidelines. An overview of basic securities, investment vehicles, and insurance products provides participants tools with which to design effective retirement income distribution strategies. Examples of such strategies in combination with a ‘walk-through’ of the retirement income distribution consulting process finishes out the course. Case studies throughout provide implementation illustrations. 

Dates: June 5, July 17, August 28
Class begins at 11:30 am
Cost:$25 - 3/$50

Modern Annuity Subjects
Understand the basics of annuities including classifications of annuities, parties to the annuity contract and uses of the annuity contract. Explore the various contract provisions in annuities and how they impact suitability. Learn to explain the taxation of both qualified and non-qualified annuities during both the accumulation and distribution phases. Understand state and federal regulations related to the suitability of annuity product sales. Examine ethical responsibilities of agents in the annuity sales process.  

Dates: May 29, August 14, September 25
Class begins at 11:30 am
Cost: $25 - 3/$50


Register for Lunch & Learn CE credit courses 
​

    Your private information is provided exclusively to our agency and will not be redistributed or sold to anyone else.
    Lunch & Learn CE courses begin promptly at 11:30 am (1 credit hour). You must attend the full hour for course credit. 

    Course location -  2135 City Gate Lane, Suite 300, Naperville, IL. 

    CE instructor - Sandra Price, President, CEO of Employee Solutions Group 
    ​
    A secured payment link will be sent to your email. Each course is $25. 3/$60. You must attend and sign in to receive CE credit. 

    ​Bring your payment receipt to class to confirm your registration. No refunds are allowed.
Click to Register

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Employee Solutions Group​
5 S. Washington Street
​Suite 105 #304
Naperville, IL 60540
(630) 707-7263
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