About US
Continuing Education With Over 25,000 Happy Customers
Our Mission
Provide continuing education for insurance professionals focusing on: topics that meet professional development needs, instruct best and emerging practices and collaborate with fellow insurance producers.
Our Values
Expert instructors that work in the insurance and/or financial services field; continuing education; collaborating with service professionals, needs-driven training topics and quality programs; customer satisfaction.
Schedule TodayOur Fantastic Team
Brandi Brecht
Brandi has a Human Resource Management B.S. degree from the Upper Iowa University. She has worked in human resources and project management since graduation and has served on many boards and committees that involve community revitalization and enhancement.
Sonya Ackerson, CSA®
Sonya Ackerson, President/CEO of Advocate 4 the Aging, LLC, specializes in reaching out to seniors and their adult children to bring them peace of mind through the difficult situations they are trying to navigate.
Kendra Erkamaa
Kendra Erkamaa is the principal financial advisor for Triangle Financial Services, Inc. in Des Moines, IA.
Tracy Freese, MA, CTEP®
Tracy Freese has been a licensed, multi-line insurance agent in Iowa since 2008.
Patrick Hatting, MBA, ChFC, CLU, CASL, LUTCF
Patrick entered the insurance industry in 1987.
He has a life, accident & health, series 6, 7, 8, 63 & 65 licenses and the CLU, ChFC, CASL, & LUTCF designations.
Jacqueline Jaeger, BA, CFP®
Ms. Jaeger holds licenses for life, accident and health and variable contracts in Iowa. She is also NASD registered for investments (Series 7).
Sarah Kane, MBA
Sarah Kane works in the Quad Cities, Iowa.
She graduated from the University of Missouri, Columbia in 2001 with an undergraduate degree.
James Morrow, BA, MA, LUTCF, CLU
More about James to come.
Sandra Nelson
Sandy Nelson has been in the financial industry for 29 years; first as an independent financial planner and then spent 11 years as an investment executive with two large corporate banks. Much of this time was spent assisting customers define financial goals and customizing financial strategies.
James (Jim) Pearson, ACS, CLU, LUTCF
Jim Pearson is a retired Director of Development and Sales Training at Woodmen Life’s Home Office in Omaha, NE and still maintains a part time retired representative contract.
Jodi L. Riedl
Jodi has over 20 years experience in the insurance industry specializing in disability and life insurance.
Jason Van Zante, CLU, ChFC
Jason currently works on the Advanced Markets team at Global Atlantic Financial Group.