Surgent Cpe

The Institutes-AICPCU, located in Malvern, PA, specializes in providing educational pathways for professionals in the insurance and risk management fields. They offer a wide range of designations, including CPCU and various associate programs aimed at enhancing skills in areas such as claims, underwriting, data analytics, and management. Through their innovative online courses and resources, including the QuizMe app for practice quizzes, The Institutes equip individuals with the knowledge and tools necessary to advance their careers. Their commitment to fostering professional development supports a diverse array of roles in the industry, from early-career agents to seasoned managers. Generated from the website

Mor Wealth Management is a Philadelphia-based financial firm that specializes in socially responsible investment management, estate planning, and family wealth management. As a registered Benefit Corporation, they are committed to sustainable business practices and prioritize the well-being of both their clients and the environment. With a focus on risk mitigation and volatility, Mor Wealth Management offers customized portfolio construction that includes public and private equity, as well as fixed-income products. Their legacy estate planning services encompass wills, trusts, and charitable giving, ensuring long-term financial security and a positive impact on the community.Generated from the website