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[Closed] Building Business and Financial Acumen – Virtual Class

November 7, 2023 @ 11:00 am - 5:00 pm EST



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

Additional Info

This program will be facilitated in partnership with FranklinCovey.




Tuesday, November 7, 2023
11:00a – 5:00p ET


$400 ($200 for Cornerstone Agencies)

Continuing Education Credit

This program is not eligible for CE credit.


To register for the program, complete the form below and indicate your preferred payment method.

If you selected check payment, please mail your tuition check in the amount of $400 ($200 for Cornerstone agencies) and include a copy of your registration confirmation or indicate the participants name and “BBFA – Nov. 2023” on the check. 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

If you selected credit card payment you will receive an invoice via email with payment instructions within 10 business days. Invoices are sent from the email address ‘service@paypal.com’ with ‘Invoice from Federal Insurance Co’ in the subject line. You may wish to whitelist this email address or check your spam folders after 10 days have passed.

Log in or create an account for faster registration and access to premium content.

Registration for this program is currently closed. Please contact Ronald Dievert (rdievert@chubb.com) for more information. Thank you.


November 7, 2023
11:00 am - 5:00 pm EST
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Kathleen Wooldridge