Compliance

Sam Halpern – Online Insurance Marketing Pioneer and Innovator

October 14, 2022 John King Build Your Practice, Compliance, Insurance Education, Insurance Training, Know How, Marketing, Top Executives

Sam has been marketing and selling insurance on the Internet since January of 1999, gaining national prominence as an expert in travel insurance, international benefits and war risk insurance before transitioning focus to the senior market in 2004. Transferring lessons learned from online travel insurance, Sam developed innovative, first generation web-based tools and services throughout the…

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Joel Schwartz: Attorney in the Betsy Faria Murder Case and Author of Bone Deep

May 24, 2022 John King Compliance, Insurance Education, Insurance Fraud

We are thrilled to spend an hour with attorney and author Joel Schwartz as he shares insights into the true-life murder mystery regarding insurance proceeds.  This story would be unbelievable if it weren’t true! Joel’s case has become the most watched Dateline story in decades, as well as the top rated miniseries staring Renee Zellweger. …

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Richard Szuch – Senior & Vulnerable Investor Financial Protection and Reporting

July 17, 2019 Dennis Anderson Compliance, Insurance Training, Know How, Regulatory Issues 00:16:54

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…

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Joseph Brady – Top Regulator

March 30, 2017 Dennis Anderson Compliance, Insurance Education, Regulatory Issues, Top Executives 35:06

Protection of Vulnerable Adults from Financial Exploitation. Joseph Brady is the Executive Director the NASAA (North American Securities Administrators Association). NASAA is the association of state, provincial, and territorial securities regulators in the United States, Canada, and Mexico. NASAA and its members are committed to protecting investors from fraud and abuse in securities transactions, and…

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Laura Kerekes – Good HR is Risk Management!

June 27, 2016 Dennis Anderson Compliance, Insurance Education, Insurance Training, Know How, Management, Regulatory Issues, Top Executives 26:55

Laura leads her company’s services delivery teams, including the company’s elite group of human resource experts and the team responsible for ongoing aggregation and analysis of HR knowledge.  Prior to joining ThinkHR, Laura held executive HR officer positions for large multi-national companies including AirTouch and Sygen as well as other companies in high tech, financial…

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Robert Wooley – Top Executive

March 1, 2016 Dennis Anderson Compliance, Insurance Education, Know How, Regulatory Issues, Top Executives 20:30

Vantage Point – Attorney with Adams & Reese and former Louisiana Commissioner of Insurance. Robert Wooley joined Adams and Reese in 2006 and serves on the government relations team of the Special Business Services Group. He is the former Commissioner of Insurance for the state of Louisiana where he managed more than 250 employees and…

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Richard Betterley – Risk Management

December 2, 2015 Dennis Anderson Compliance, Cyber Security, Insurance Education, Insurance Training, Know How 28:42

Know-How – The Betterley Report! Rick is the president of Betterley Risk Consultants, a national risk management consulting firm founded in 1932 by his grandfather. He has been president of the firm since 1984 and is the publisher of The Betterley Report, a market survey series of insurance product analysis. He also authors its annual…

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John Doak – Top Regulator

October 15, 2015 Dennis Anderson Compliance, Insurance Education, Regulatory Issues 20:32

Vantage Point – Oklahoma Commissioner of Insurance. In 2011, John D. Doak became the 12th Insurance Commissioner of Oklahoma. He was sworn in to office for a second term in, 2015. Doak graduated from the University of Oklahoma with a Bachelor of Arts in Political Science. Shortly after graduation, Doak opened a successful insurance business…

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Allen Kerr – Top Regulator

September 15, 2015 Dennis Anderson Compliance, Insurance Education, Regulatory Issues, Top Executives 24:47

Vantage Point – Arkansas Commissioner of Insurance. Allen W. Kerr was appointed Arkansas Insurance Commissioner in 2015, by Governor Asa Hutchinson. Prior to his appointment, Kerr served three terms in the Arkansas House of Representatives. In the Arkansas General Assembly, Kerr served as Chairman of the Joint Committee on Public Retirement and Social Security Programs,…

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Dave Jones – Top Regulator

June 11, 2015 Dennis Anderson Compliance, Insurance Education, Insurance Training, Regulatory Issues, Top Executives 25:50

Vantage Point – California Commissioner of Insurance. Dave Jones is the Insurance Commissioner for the State of California. Mr. Jones was first elected in 2010 and was reelected for a second term in 2014. Jones leads the Department of Insurance, which is the largest consumer protection agency in California and regulates the California insurance market…

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