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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 10-13, 2025 The Canopy by Hilton Charlotte Southpark, 4905 Barclay Downs Dr. Charlotte, NC, 28210

Register now

Dec 2-4, 2025 Marriott Salt Lake City Center, 220 S. State St, Salt Lake City, UT 84111

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Dec 9-12, 2025 Gettysburg Hotel, One Lincoln Square, Gettysburg, PA 17325

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Dec 9-12, 2025 Hotel Valley Ho, 6850 East Main Street, Scottsdale Arizona 85251

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Dec 9-12, 2025 Turning Stone Resort Casino, 5218 Patrick Road; Verona, NY 13478

Register now

Feb 9-12, 2026 Omni Charlottesville, 212 Ridge McIntire Rd, Charlottesville, VA 22903

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Feb 10-12, 2026 Zurich Office, 1299 Zurich Way, Schaumburg, IL 61096

Register now

Feb 17-19, 2026 Zurich Office, 7045 College Blvd., Overland Park, KS 66211 Coming soon
Mar 10-13, 2026 Gettysburg Hotel, One Lincoln Square, Gettysburg,PA 17325 Coming soon
Mar 10-13, 2026 Turning Stone  Resort Casino, 5218 Patrick Road, Verona, NY 13478 Coming soon
April 14-16, 2026 Zurich Office, 15201 Dallas Parkway, Addison, TX 75001 Coming soon
May 12-14. 2026 Courtyard Marriott-Downtown, 1150 S Harrison St., Ft Wayne, IN 46802 Coming soon
May 19-21, 2026 Zurich Office, 7045 College Blvd., Overland Park, KS 66211 Coming soon
June 9-12, 2026 Mohegan Sun Casino, 1 Mohegan Blvd, Uncasville, CT  06382 Coming soon
June 16-19, 2026 Gettysburg Hotel, One Lincoln Square, Gettysburg,PA 17325 Coming soon
July 20-23, 2026 Embassy Suites Hilton Orlando International Drive ICON Park, 8250 Jamaican Court, Orlando, FL 32819 Coming soon
Aug 11-13, 2026 Zurich Office, 1299 Zurich Way, Schaumburg, IL 61096 Coming soon
Sep 8-11, 2026 Gettysburg Hotel, One Lincoln Square, Gettysburg, PA 17325 Coming soon
Sep 15-17, 2026 Zurich Office, 7045 College Blvd., Overland Park, KS 66211 Coming soon
Oct 13-16, 2026 Turning Stone  Resort Casino, 5218 Patrick Road, Verona, NY 13478 Coming soon
Oct 14-16, 2026 Zurich Office, 15201 Dallas Parkway, Addison, TX 75001 Coming soon
Oct 19-22, 2026 Embassy Suites Hilton Orlando International Drive ICON Park, 8250 Jamaican Court, Orlando, FL 32819 Coming soon
Oct 19-22, 2026 The Casso Hotel, 603 W Morgan St, Raleigh, NC 27603 Coming soon
Nov 10-12, 2026 Zurich Office, 1299 Zurich Way, Schaumburg, IL 61096 Coming soon
Dec 8-11, 2026 Gettysburg Hotel, One Lincoln Square, Gettysburg, PA 17325 Coming soon
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