Free Continuing Education Course for Bonds

Surety Underwriting: Intro to Financial Statements

Business financial statements — you probably know that understanding the financial position of an entity is one of the most important aspects in determining surety support. But where do you begin? How do you know what to review for underwriting, and how do you most efficiently approach a statement to determine fit?

Join us for a free continuing education class: Surety Underwriting — Intro to Financial Statements. This is an excellent opportunity to earn one hour of credit while learning to navigate financial statements as an insurance agent. The course will examine:

The importance and benefits of a CPA prepared financial statement
The different methods that can be utilized to create the statement
Explain each section of the statement
Illustrate how this information is used by the surety underwriter

Please note, this course is only available to agents in the following states: Arizona, Illinois, Indiana, Massachusetts, Maine, New Hampshire, New York, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Virginia, Vermont, and Wisconsin.

Save Your Seat Today — Space is Limited!

October 26, 2023 | 11 a.m. – noon ET