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F&I training seminars

Take your F&I performance to the next level!

Attend Zurich’s upcoming Finance & Insurance seminar. Discover how car buyers are changing the way they want and need to be engaged during the dealership sales process.

During the seminar we’ll unlock new approaches to appeal to your buyers’ unique learning styles through a process that achieves greater customer engagement and interaction.

Some of the topics to be presented by Zurich's F&I Executives include:

  • Streamlined Selling System
  • Objection handling methods
  • How to read and sell to different customer buying styles
  • Developing an F&I customer needs analysis approach
  • Responsibilities of the business manager
  • Salesperson’s guide to handling F&I questions
  • How to improve team selling efficiencies
  • Key capabilities for selling F&I products
  • Legal and compliance issues

Who should attend?

The sales process encompasses all aspects of the dealership. We encourage those in these positions to attend:

  • F&I Managers
  • F&I assistants
  • Sales Professionals
  • Sales Managers
  • Dealer Owners/Principals

Get details and register online now!

For more information, including seminar location and times, please click on the appropriate event registration link. Online seminar registration begins approximately six weeks prior to seminar date.

Dates

Location

Registration

Nov 10-12, 2026 Zurich Office, 1299 Zurich Way, Schaumburg, IL 60196 Register now
Dec 8-11, 2026 Gettysburg Hotel, One Lincoln Square, Gettysburg, PA 17325 Register now
Dec 8-11, 2026 Hotel Ho, 6850 East Main St., Scottsdale, AZ 85251 Register now
Jan 12-14, 2027 Courtyard St. Paul Downtown, 150 Smith Ave N., St Paul MN 55102 Coming Soon
Feb 9-11, 2027 Zurich Office, 7045 College Blvd., 8th floor, Overland Park, KS 66211 Register now
Feb 9-11, 2027 Zurich Office, 1299 Zurich Way, Schaumburg, IL 60196 Coming Soon
Mar 9-12, 2027 Omni Hotel & Resort, 212 Ridge McIntire Rd., Charlottesville, VA 22903 Coming Soon
Mar 16-19, 2027 Gettysburg Hotel, One Lincoln Square, Gettysburg PA 17325 Coming Soon
Mar 16-19, 2027 Zurich Office, 633 W. 5th St., Los Angeles, CA 90071 Coming Soon
Mar 22-25, 2027 Embassy Suites Hilton Orlando International Drive ICON Park, 8251 Jamaican Court, Orlando, FL 32819 Coming Soon
Mar 23-26, 2027 Mohegan Sun Casino, 1 Mohegan Blvd Uncasville, CT 06382 Coming Soon
May 11-13, 2027 Renaissance Dallas, 15201 Dallas Parkway, Addison, TX 75001 Coming Soon
May 11-13, 2027 Zurich Office, 1299 Zurich Way, Schaumburg, IL 60196 Coming Soon
May 11-13, 2027 Zurich Office, 1299 Zurich Way, Schaumburg, IL 60196 Coming Soon
May 18-20, 2027 Zurich Office, 7045 College Blvd., 8th floor, Overland Park, KS 66211 Coming Soon
Jun 8-11, 2027 Grandover Resort & Spa, 1000 Club Rd, Greensboro, NC 27407 Coming Soon
Jun 15-18, 2027 Gettysburg Hotel, One Lincoln Square, Gettysburg PA 17325 Coming Soon
Jun 15-18, 2027 Turning Stone Resort Casino, 5218 Patrick Rd., Verona NY 13478 Coming Soon
Jun 15-18, 2027 Zurich Office, 5445 DTC Pkwy #100, Greenwood Village, CO, 80111 Coming Soon
Jul 12-15, 2027 Embassy Suites, Hilton Orlando International Drive ICON Park Coming Soon
Aug 10-12, 2027 Zurich Office, 1299 Zurich Way, Schaumburg, IL 60196 Coming Soon
Aug 17-19, 2027 Washington State Auto Dealers Assoc., 621 SW Grady Way, Renton, WA 98057 Coming Soon
Sep 14-16, 2027 Zurich Office, 7045 College Blvd., 8th floor, Overland Park, KS 66211 Coming Soon
Sep 14-16, 2027 Kalahari Resort & Conventions, 1305 Kalahari Dr., Wisconsin Dells, WI 53965 Coming Soon
Sep 14-17, 2027 Gettysburg Hotel, One Lincoln Square, Gettysburg PA 17325 Coming Soon
Sep 14-17, 2027 Zurich Office, 12009 Foundation Pl., Suite 300, Gold River, CA 95670 Coming Soon
Oct 11-14, 2027 Embassy Suites, Hilton Orlando International Drive ICON Park, 8251 Jamaican Court, Orlando, FL 32819 Coming Soon
Oct 12-15, 2027 Turning Stone Resort Casino, 5218 Patrick Rd., Verona NY 13478 Coming Soon
Nov 9-11, 2027 Zurich Office, 1299 Zurich Way, Schaumburg, IL 60196 Coming Soon
Nov 9-11, 2027 Courtyard by Marriott, 150 Smith Ave N., St Paul MN 55102 Coming Soon
Dec 7-10, 2027 Gettysburg Hotel, One Lincoln Square, Gettysburg PA 17325 Coming Soon
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