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Community Partners

Partner With Us to Strengthen RGV Families

South Texas Insurance Education Initiative (STIEI) partners with businesses, schools, workforce programs, cities/counties, and nonprofits to deliver no-cost, bilingual insurance education your people can actually use.

Partnership Models

    • Host a Workshop: You provide the audience; we provide the curriculum, slide deck, materials, and presenter.
    • Series Programming: Quarterly or monthly sessions (e.g., Life 101 → Health Plan Basics → Auto Myths → Homeowners 101).
    • Co-Branded Resources: Flyers, sign-ups, post-session checklists with your logo and ours.
    • Referral Pathway (opt-in): Attendees who want extra help can request a 1:1 with a licensed professional.

          What Partners Get

            • Turn-key logistics (agenda, registration/Zoom text, reminder emails)
            • Bilingual slides + printable takeaways (EN/ES)
            • Post-event metrics: attendance, questions themes, feedback highlights
            • Flexible delivery: lunch-and-learn, staff PD, parent night, evening/weekend
            • Zero cost; zero sales pitches during sessions

                    What We Ask of Partners

                      • Pick date(s), format, and topics
                      • Share registration links and reminders
                      • Provide a host contact and A/V support on the day
                      • Gather simple feedback (we provide the form)

                            Popular Topics (mix & match)

                              • Car Insurance Myths (Texas): What’s true, what’s not, and how to avoid costly gaps.
                              • Homeowners & Renters in the RGV: Wind/hail, flood exclusions, deductibles, claims 101.
                              • Beneficiaries & Claims Basics: Prevent paperwork problems before they happen.
                              • Health Plan Navigation: Deductibles, networks, preventive care, HSAs/FSAs.
                              • Income Protection 101: Short/long-term disability and critical illness (plain talk).
                              • Life Insurance 101: Term vs. permanent, how much, common mistakes.
                              • Child Life Insurance: Build protection early; how juvenile policies work.
                              • Private Retirement Income (Fixed Annuities): Longevity risk, guarantees, and limits.
                              • Long-Term Care Basics: What it covers, what it doesn’t, planning windows.

                                              Sample 60-Minute Agenda

                                                • 0:00–0:05 | Welcome & goals
                                                • 0:05–0:40 | Bilingual lesson (plain language, local examples)
                                                • 0:40–0:55 | Q&A
                                                • 0:55–1:00 | How to get materials + optional 1:1 link

                                                      Success Measures

                                                      • Attendance and completion
                                                      • Knowledge gain (1–2 question pulse)
                                                      • Reported confidence choosing coverage
                                                      • Fewer benefits/claims errors reported by HR (optional)

                                                      Compliance & Ethics

                                                      • Educational only; no selling during workshops
                                                      • Licensed presenters; clear disclosures
                                                      • Optional 1:1 scheduling handled off-session with participant consent

                                                      Getting Started

                                                      • Contact us at partners@stiei.org or call us at (956) 370-5052
                                                      • Email your preferred dates and topics.
                                                      • Approve the flyer + registration copy.
                                                      • Promote internally; we’ll send reminders.
                                                      • We teach. You get the recap.
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