JOIN OUR LIVE EVENT
SRA Bootcamp
A comprehensive, in-person training program equipping advisors and partners with the knowledge, tools, and confidence to deliver 831(b) solutions.
October 28 – 30, 2025
SRA Headquarters, Eagle, Idaho
Join us at the SRA Bootcamp
This training program prepares Strategic Partners to effectively sell, register, and work with SRA to manage 831(b) Plans. It covers key areas like deal structuring, marketing strategies, compliance, and operational tools. Through expert-led sessions and hands-on learning, partners will gain the skills and confidence to deliver strategic, real-world solutions to business owners.
By the end of this training, Strategic Partners will be able to:
Navigate the Technical and Regulatory aspects of 831(b).
Address client questions regarding compliance, premiums, and onboarding.
Use the Partner Portal and marketing tools for client tracking and engagement.
Apply learned concepts through live exercises and real-world scenarios.
Understand SRA’s processes for managing accounts through the full lifecycle of an 831(b) plan.
Program Overview
Agenda
October 28, 2025
Arrival
Upon arrival to BOI, we’ll pick you up and take you to the hotel in Eagle at the Homewood Suites By Hilton, to get settled before the welcome reception.
All Day
Eagle, Idaho
October 28, 2025
Welcome Reception & Dinner
Join us for the Welcome Round: Take Your Shot for activities, networking, dinner, and getting to know our team. Transportation provided.
5:00PM — 7:30PM
The Buffalo Basecamp @ the Rave Cave (Undisclosed Location), Meridian, ID
October 29, 2025
SRA 831(b) Training Sessions
Expert-led sessions, hands-on exercises, and interactive discussions.
8:45am — 5:30pm
SRA 831(b) Admin, 776 E Riverside Drive, Suite 200, Eagle, ID 83616
October 29, 2025
Networking Dinner
SRA Sponsored Dinner for casual conversations with other attendees and our team.
6:00Pm — 8:00Pm
TBD
October 30, 2025
Departures
All Morning
Boise Airport
Key Takeaways
What You Can Expect
The SRA Bootcamp is a fast-paced 2-day learning opportunity for Advisors looking to strengthen their understanding of SRA and 831(b) Plans. We look forward to hosting you and showing around our neck of the woods.