Free Educational Workshops

Workshops offered at our Lake Sumter LandingTM and BrownwoodTM locations. View our calendar or stop by any one of our seven locations to pick up a current schedule, or call for details. 352-751-6622

Florida Insurance Essentials

New to Florida? Join us as we provide an informative overview of insurance matters specific to Florida and our community.

Myths of Long Term Care

My health insurance will pay for my LTC needs. I don’t need LTC insurance, my family will take care of me. Sound familiar? Time to set the record straight! Educate yourself on the difference between the MYTHS & FACTS of Long Term Care Insurance.

Understanding the Cost of Lazy Money

Do you have lazy money? How much is it costing you and your loved ones? You may be retired but your money should keep working hard!

ABC’s Of Life Insurance

Learn about this tax advantaged product and how it fits into your income, asset protection and legacy planning.


Learn about the benefits of owning an Annuity. Tax deferred growth, Asset Protection, Lifetime Income, and more.

Women & Long Term Care

On average, women live 5 years longer than men. Women keep everything & everyone on time, on track & moving forward. Too often, women do not adequately plan ahead for their own LTC needs. Attend this workshop & face the future with even more confidence.

Golf Cart Safety Class

Attend this workshop where you’ll learn about: Golf Car Maintenance Tips, Safety on the Roadway and Insurance 101