Dennis Anderson

Richard Szuch – Senior & Vulnerable Investor Financial Protection and Reporting

July 17, 2019 dennisadbanker-com Compliance, Insurance Training, Know How, Regulatory Issues 00:16:54 Comments Off on Richard Szuch – Senior & Vulnerable Investor Financial Protection and Reporting

Richard Szuch is a senior member of the Securities Litigation and Regulation practice group of Bressler, Amery and Ross. Richard regularly represents investment advisors, broker-dealers and banks; defending an array of fraud based claims. He defends clients in regulatory inquiries, arbitration concerning securities transactions and employment disputes. He has been in trials and hearings related to diverse topics including intellectual property, environmental contamination, voter fraud, closely held business disputes, probate matters and others. The 25 plus attorneys at Bressler Senior and Vulnerable Investor Group provide end to end advisory solutions and litigation support for clients confronting senior and vulnerable investor issues.

https://www.bressler.com/senior-group

Jay Stubbs – A Personal Perspective on How to Grow Your Business

July 1, 2019 dennisadbanker-com Build Your Practice, Know How, Marketing, Top Producers 00:30:06 Comments Off on Jay Stubbs – A Personal Perspective on How to Grow Your Business

Jay Stubbs is celebrating over 20 years in the financial services industry. He has been a qualifying member of the Million Dollar Round Table, served as President of the NAIFA chapter in his hometown of Mobile, AL, as well as the President of NAIFA-Alabama. He is past President of the Estate Planning Council in Mobile, serves on the Planned Giving Council and also serves on the PREP Advisory Board for the Mitchell College of Business at the University of South Alabama. Jay is a Regional Director for First Protective, a Brokerage General Agency and wholly owned subsidiary of Protective Life. He works with financial service professionals along the Gulf Coast, providing them with sound advice on how to grow their business. Jay celebrates life with his wife Kasey and four children.

http://www.firstprotective.com/

Bill Wienhoff – Clear Cert

December 7, 2018 dennisadbanker-com Insurance Education, Insurance Training, Know How, Long-Term Care 00:21:27 Comments Off on Bill Wienhoff – Clear Cert

Bill Wienhoff is the founder and CEO of ClearCert, which is an independent, centralized training certification clearinghouse for producers and leading Long Term Care Insurance and annuity carriers.  His firm publishes carrier authorized state-by-state rules, pre-certifies training courses that meet carrier requirements, and maintains a direct reporting network with hundreds of training firms across the United States. The ClearCert centralized data resource can be accessed by representatives of insurance carriers, their distribution partners, participating training firms and producers.  More recently, additional training requirements which insurance carriers are legally required to validate to  state insurance departments have been added to the platform. Prior to forming ClearCert Bill enjoyed a 30+ year career in retail, personnel and financial services, most recently as Director of Insurance Education with The National Underwriter Company.  Bill and his wife Jen have four grown children and eight grandchildren (so far!) In addition to time with family, he enjoys gardening (especially hot peppers) and fishing, and is a singer and musician in his church’s praise band.

http://www.clearcert.com

 

 

Troy Korsgaden – Discussion Partner, A Radical Transformation to Unrivaled Service in the Insurance Industry

November 2, 2018 dennisadbanker-com Build Your Practice, Insurance Training, Know How 00:25:49 Comments Off on Troy Korsgaden – Discussion Partner, A Radical Transformation to Unrivaled Service in the Insurance Industry

DON’T GET LEFT BEHIND! The insurance industry is going through a revolution, but too many carriers, brokers, agents, and team members aren’t keeping up with the changes. Today we live in an Amazon.com world of convenience, information, and choices. People expect every product and service – including insurance – to be as easy and efficient to purchase as a book or piece of luggage. In this book, Troy invites you to wake up to the radical transformation taking place in the insurance industry. Follow his advice and earn the right to be trusted by existing clients and new prospects. Eventually, all of us will become multi-line reps, selling a wide range of products and services. To compete in the market, we have to excel in providing unrivaled service.

http://www.korsgaden.com

Jeff Brown – The California Privacy Law and It’s Impact Upon the Insurance Industry

September 11, 2018 dennisadbanker-com Insurance Education, Insurance Training, Know How, Marketing 00:21:38 Comments Off on Jeff Brown – The California Privacy Law and It’s Impact Upon the Insurance Industry

Jeff Brown is the EVP of sales for Imprezzio, Inc., a Spokane-based proprietary software company that helps insurance carriers and agents manage data for better growth and distribution. The company provides sales software to over 150,000 users with several of the largest carriers in the nation. At Imprezzio, Brown is responsible for the software company’s market strategy and execution. He joined Impezzio in 2016 with 20 years of experience building high performing enterprise software sales teams that help companies build their brand. Brown was a three-time Academic All-American basketball player for Gonzaga University where he graduated with honors. He was elected into the West Coast Conference Hall of Honor in 2010.

https://imprezzio.com/

#2 – Who Uses Cyber Security?

April 19, 2018 dennisadbanker-com Build Your Practice, Cyber Security, Insurance Education 00:07:02 Comments Off on #2 – Who Uses Cyber Security?

The internet’s philosophy of open communication permits us to express ourselves freely. It also leaves us immensely vulnerable. Criminals depend on the cyber world to conduct their illegal activities just as industriously as legitimate business and ethical people do. Unfortunately, the illegal and unethical use of cyber technology has made your job more complicated. Knowing what types of activities are the most vulnerable will help you in your efforts to protect yourself, your employees, and your clients.

http://www.adbanker.com

#1 – Developing Common Cyber Security Sense

March 20, 2018 dennisadbanker-com Build Your Practice, Cyber Security, Insurance Education, Insurance Training 00:08:06 Comments Off on #1 – Developing Common Cyber Security Sense

Did you know that human error continues to be one of the most significant causes of data and security breaches? In today’s world these risks and exposures come into play with just about everything we do. Experiencing a security compromise can include not only the ones we usually think about such as when we make online purchases with credit or debit cards or with spam e-mail or cell phone calls. It also can come from unexpected places such as signals which are emitted from our car or airplane navigation systems, or unauthorized access to your medical records or the transmission of data to and from medical devices such as pacemakers.

http://www.adbanker.com/

Andrew Jewell – Top Producer

September 14, 2017 dennisadbanker-com Build Your Practice, Insurance Education, Know How, Marketing, Top Producers 00:18:54 Comments Off on Andrew Jewell – Top Producer

Andy Jewell is a successful insurance agent located in historic downtown Lynden, Washington. Andy works diligently to help clients understand how insurance can help them and protect them from loss due to risks they encounter daily in their personal and business lives. In the twelve years Andy has been with Farmers Insurance, he has attended achievement clubs with the company multiple times. He was awarded Topper Club eight times, Championship six times, and President’s Counsel 3 times. Andy finds satisfaction in seeing a client who has suffered a loss be helped back to their normal life. He and his staff are committed to helping his clients through any claims process. Andy lives in nearby Everson with his wife and five children.

https://agents.farmers.com/wa/lynden/andrew-jewell

Jesse Slome – Long and Short Term Care Specialist

September 7, 2017 dennisadbanker-com Insurance Education, Insurance Training, Know How, Long-Term Care, Marketing 00:29:55 Comments Off on Jesse Slome – Long and Short Term Care Specialist

Jesse R. Slome, an award-winning public relations professional recognized for his work marketing the Cabbage Patch Kids dolls, is one of the nation’s leading experts in the field of marketing insurance and financial products. Slome is founder and president of Sales Creators, Inc., the nation’s largest producer of generic LTCI sales and marketing material. Prior to founding Sales Creators, Slome was president of PromoWorks, a California based agency that focused on senior and insurance products. He is the author of a Publicist’s Guide to Senior Media, a national compedium utilized by marketers nationwide. In 1999, Slome co-founded the American Association for LTC Insurance, the non-profit trade organization serving for the LTC insurance industry and still serves as the organization’s Executive Director. He also is Editor-in-Chief of the quarterly national magazine, LTC Insurance Sales Strategies. Slome has earned both the CLU and ChFC designations and has been quoted or bylined feature articles for The Wall Street Journal, Fortune, Money, Kiplingers, The New York Times as well as Financial Planning, National Underwriter and Senior Market Advisor magazine.

http://www.aaltci.org

Matt Wolk – Top Manager

September 1, 2017 dennisadbanker-com Build Your Practice, Insurance Training, Know How, Management 29:53 Comments Off on Matt Wolk – Top Manager

Matthew Wolk is a very successful and award winning District Manager with Farmers Insurance Group in St. Louis, Missouri. He has been named District Manager of the Year 5 of the past 6 years and has over 80 producers and store fronts he assists to achieve their goals. Matt’s personal insurance career began as a producer himself in 2000 just as he graduated from the University of Missouri in Columbia, MIZZOU.

https://www.linkedin.com/in/mattwolk

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