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Building Business and Financial Acumen – Virtual Class

July 26, 2022 @ 11:00 am - 5:00 pm EDT

Online / Virtual


This program will help agents, brokers, and staff —no matter their experience or background – increase their understanding of how key business elements impact the bottom line. Participants will be able to more confidently evaluate the financial statements of prospects and clients, speak the universal language of decision makers, and cut through the complexity of how organizations make money.


This program is for Chubb appointed agents and brokers who would like to better understand key business metrics, financial statements and what they can reveal about the performance of any business.


Introduction to Business Acumen
– Case Study: Cash
– Cash Discussion
– Investors/Cash Commitment

The Universal Language of Business | 5 key business elements
– Cash, Margin, Velocity, Growth & Customer

Every Business is the Same Inside
Demystify the key financial statements to evaluate a business
– Case Study, Annual reports, Income Statement, Balance Sheet, Cash Flow
– Navigating an Annual Report
– External Factors

Financials and the Underwriting Process
Dave Curtain | VP, Private Company Product Manager

Additional Info

This program will be facilitated in partnership with FranklinCovey.




Tuesday, July 26, 2022
11:00a – 5:00p Eastern Time


$300 ($150 for Cornerstone Agencies)

Continuing Education Credit

This program is not eligible for CE credit.


To register for the program complete the appropriate form below and mail your tuition check in the amount of $300 ($150 for Cornerstone agencies). Please include a copy of your registration confirmation or indicate on your check “Building Business and Financial Acumen – July 2022”. Send checks payable to ‘ACE American Insurance Company’ to:

Jessica Albert
Chubb Agency Education
202 Hall’s Mill Road
Building A – 2E
Whitehouse Station, NJ 08889-1600

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Building Business and Financial Acumen - Virtual Class 2022 07/26
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July 26, 2022
11:00 am - 5:00 pm EDT
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Kathleen Overlin