Professional Education

The Vermont Agency hosts events throughout the year to foster our culture of support and camaraderie. We take pride in the quality and content of our meetings, whether it is an educational workshop or an agency award banquet.

Agency Workshops

Four workshops are sponsored by the agency throughout the year. These sessions are to help agents and advisors stay abreast of changes within the industry, learn new products, planning strategies, underwriting guidelines or marketing concepts. Held throughout New England, our workshops provide education and a platform for new agents and advisors to experience our agency culture.

Yankee Traders Conference

For nearly 50 years we have hosted a two-day conference in September that brings together our financial professionals from Vermont, Upstate New York, New Hampshire and Maine. We combine education, fun and good food to create conference that is a success year after year. Everyone leaves feeling focused and energized as they go into their fourth quarter.

CPA Symposium

The Vermont Agency provides complimentary symposiums for CPAs, providing CE credits. Content is focused on popular topics such as Charitable Giving, College Funding Strategies, Section 79 Using Permanent Life Insurance, Estate Planning Strategies, and Business Valuation, to name a few. These symposiums help our agents cultivate lasting relationships with CPAs, helping them provided added value services to their clients.