Why Business Owners, and How to Find Them the Right Way
Learn why business owners can be a strong market for agents and how to work with CPAs, attorneys and bankers within the rules on commissions, referral fees and client privacy.
850 University
Finding business owners, the business fact-finder, key person and buy-sell cases, and group benefits.
Learn why business owners can be a strong market for agents and how to work with CPAs, attorneys and bankers within the rules on commissions, referral fees and client privacy.
Learn how to run a business fact-finder that starts with the owner's request and then covers owners, key people, debts, succession, the team and property and liability coverage.
Learn how agents design key person and buy-sell cases: sizing coverage from business numbers, consent before issue, matching policies to the agreement, and lessons from the 2024 Connelly case.
Is Selling Insurance to Business Owners free on 850 University?
Yes — 4 of 4 lessons in this course are free with an 850ai account. Watch on YouTube anytime; create a free account to take quizzes and track progress.
How many lessons are in Selling Insurance to Business Owners?
This course includes 4 short video lessons, each followed by a quiz when you learn inside the 850ai app.
Can I dispute errors on my credit report after this course?
850 University teaches the concepts; 850ai can analyze your credit report and generate dispute letters when you are ready. Start free at my850.ai/landing.
Learn the strategy here, then let 850ai analyze your credit report and generate dispute letters tailored to your accounts.
Learn the basics of small-group health insurance and the ACA employer mandate: who counts as small, how prices can vary, how to count to 50, the 2026 penalties and what affordable means.