Relay Bank + Club Capital

Thursday, December 16 2021

Relay Bank is a tech-foward banking solution for agents who are looking to streamline their back office. In this we discussed best practices and how to leverage this platform to make banking simple. 



Employee Retention Credit (ERTC) Updates 

Thursday, October 8 2021

In this webinar, we discuss how the ERTC impacts Insurance Agency Owners. Qualifications, tax implications, dates to remember and all the details regarding the ERTC are discussed.



Leveraging Gusto  to Boost Employee Retention Round 2

Tuesday, April 27th, 2021

Last year we launched Club Capital Coaching with the aim of helping agents improve their businesses. Throughout the process, we learned agents could benefit more from people advisory services - including better processes in their employee on-boarding, HR best practices and employee retention. As we prepare to roll out our People Advisory Services, we partnered with Gusto to show you tools already at your disposal to boost your employee retention!



PPP Round 1 Forgiveness and PPP2 Eligibility and Application Process

Wednesday, January 13th, 2021

In this webinar, we went over the PPP Round 1 forgiveness process, its timeline and latest legislation. We also went over PPP2 - who qualfies, how you qualify, how you apply and what we're doing to help you obtain this loan. 



Leveraging Gusto  to Boost Employee Retention

Wednesday, November 11th, 2020

In this webinar, we learned about the many tools Gusto has to offer to boost employee retention including the on-boarding tool, custom documents, handbook-creation, anonymous employee surveys and Gusto Wallet

PPP Loan Forgiveness & EIDL

Thursday, July 16th, 2020

In this webinar, we provide updates of the PPP Loan Forgiveness guidelines, timing, and tax implications. The EIDL was recently re-opened and many agents are exploring the opportunities here - see what our team has to say.

Updates on PPP Loan Forgiveness Guidelines

Wednesday, May 13th, 2020

In this webinar, we provide updates on the PPP Loan Forgiveness Guidelines. With PPP loan acceptance and SBA funding becoming more of a reality for our clients, it's important to understand how to use these funds to maximize loan forgiveness, while following the complex forgiveness rules. 

Club Capital & Relay Bank Webinar_2021.12.08


Club Capital _ ERTC _ 10.7.21
Gusto Webinar 04-27


Webinar PPP Round 2
Gusto Webinar email


Webinar Recording_PPP Forgiveness & EIDL Updates
5.13.20 Webinar Recording

Maximizing PPP Loan Forgiveness: The Next Steps after Loan Approval

Friday, May 1st, 2020

How to appropriately manage, track, and use these funds to maximize loan forgiveness.  While the calculation for maximum loan amounts was relatively simple, the forgiveness rules are more complex. Watch this webinar to learn eligibility requirements for loan forgiveness, how to maximize your loan forgiveness amount, and what documentation is required to support your forgiveness request. 

5.1.20 PPP Forgiveness Webinar

PPP Loan Application Process 

Thursday, April 2nd, 2020

In our second webinar on the COVID-19 legislation, we discuss the Payroll Protection Program (PPP) Loan Application process. This webinar focuses on updates from the SBA and Treasury, Q&A with an executive from Club Capital's banking partner, and how Club Capital will streamline your loan application process.  

Club Capital_Webinar_COVID 19 PPP Loans

COVID-19 CARES Act & FFCRA: What Agents Need to Know

Tuesday, March 31st, 2020
In our first webinar of the COVID-19 Webinar Series, we help you navigate the mix of regulations being imposed on businesses, as well as the stimulus options that are available to them. We use this time to answer the following frequently asked questions:
  • What are the regulations? 
  • What do you need to do to stay compliant?
  • What stimulus options are available and do I meet the requirements? 
  • If so, what do I do from here? 
Club Capital_Webinar_COVID 19 FFCRA & CARES Act