Lexington Chapter of The Society of Financial Services Professionals
Invites Our Members to Join
Eastern Kentucky University Risk Management and Insurance
For:
The Robert B. Morgan Insurance Conference
Building, Maintaining, and Transferring a Successful P & C Insurance Agency
6 hours CE credits Pending
Date: April 5, 2016
Place: EKU Center for the Arts
Time: 8:15 a.m. - 4:00 p.m.
Cost: Discounted from $100.00 to $90.00 for FSP Members
Lunch is included
The Morgan Conference is bringing you three industry recognized experts on building a successful agency, improving your production (and that of the agents who work for you) and getting the financing you need to grow your business.
*Scott Nelson is the president of the UNICO group, a hugely successful, multi-office insurance brokerage agency headquartered in Nebraska. Scott will give you the transferrable secrets of UNICO's growth that you can apply to your agency. For the last five years, UNICO has been recognized by the independent insurance Agents & Brokers of America as a Best Practices Agency.
*Is one of your challenges motivating good producers (yourself included)? Diane Masterson, CPCU, CIC can help! Diane is the co-developer of the famouse StateAuto PaceSetter Program which over the last 20 years has trained thousands of agents to become better, more successful producers. Ge the inside scoop on one of the most innovative producer development programs in the industry.
*Bob Pettinicchi, Executive Vice President and Chief Lending Officer for InsurBanc will explain how your bank partner will help you grow your agency, acquire other agencies and transfer yours.
To register, you must register and pay through this link.
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Sponsors
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP. We are committed to maximizing this investment by offering various levels of participation.
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Lexington Chapter FSP Board of Directors:
Melissa Gayheart JD--President
Jeff Schriefer, CTFA--Vice President
Daniel King, CPA, CFP, PFS--Secretary/Treasurer
Timothy Dunn, JD--Immediate Past President
Malinda A. Shepherd, MFS, CLU, ChFC
William Atkins, CPA
Robert Williams, CFP, APR, AIF
William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
Clint Conrad
Elden Cox, CIC
Randall Young, CFP
Taylor Stuckey, CPA, JD, MS
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