The recent years have underscored the value of 831(b) Plans, setting the stage for them to become a standard in business operations.

We are excited to announce our 2024 Annual SRA Symposium in Boise, Idaho. This four-day event is by invitation only and reserved for trusted business advisors to learn more about SRA and how we administer 831(b) Plans.

This year, due to popular demand, we’re enhancing the experience by including Continuing Education (CE) credits for insurance agents, financial advisors, and CPAs, emphasizing our dedication to your professional growth.

To request to join us for this educational event, please complete the registration form below. It’s a prime opportunity to deepen your understanding of 831(b) Plans and learn how our company is shaping the future of captive management.