Category: Insurance Training

#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/

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

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

Chris Ingram – Top Executive

Ask anyone about Chris Ingram, and the first thing they will say is he’s competitive. Very competitive. It will also be followed up by his other qualities of leadership, vision, and dedication. For clients at Jettison, a passion for making sure they win will always come first. He views every client through the lens of efficiency and potential—connecting small changes that lead to big results. But fair warning: get ready to work hard. The consummate coach, Chris will demand the most of you and won’t settle for anything less than your full potential. No matter what you set out to do with Chris, his relentless pursuit of success is infectious and will have you running smarter, smashing goals, and surpassing your competition. Chris started his career in sales where he quickly became the top producer amongst his peers. This experience was the catalyst for his passion for entrepreneurship. He moved next into the insurance and asset management industry where in a few short years, he grew his agency to over $2 million in annual sales. After his company’s successful sale and his exit as CEO, Chris co-founded Jettison to help companies run smarter, faster, and better than their competition. If he’s not working, then he’s probably watching the Nashville Predators with his family or working with Nations of Coaches, a nonprofit that teaches college athletes that quality character is better and more long-lasting than wins and losses.

http://www.Jettisoninc.com

David Stansfield – Top Producer

David Stansfield is an award winning agency owner in Ft Collins, Colorado. In 1994, he interviewed with Farmers and the District Manager at that time told him he was too young so he should work for another agent. He interviewed with another company and they told him he should work as a claims adjuster. He decided to work for another Farmers agent to get some “experience” and approximately one year later he opened his own Agency. His first year in business, he waited tables at night and sold insurance during the day. The owner of the restaurant caught David giving customers his business cards for insurance and asked him to stop. A few weeks later, he resigned from the restaurant and decided, “I can’t fail, it’s not an option.” He put everything into his business and has built it to now have in excess of 8,900 PIF. Two years after leaving the restaurant, he insured that restaurant! This also included the owners, business insurance, workers compensation, auto and home insurance. David is a graduate of Colorado State University with a Degree in Business Administration & Minor in Spanish.

https://agents.farmers.com/co/ft-collins/david-stansfield

Marvin Feldman – Top Executive

Marvin Feldman signed his first New York Life contract in 1966 while he was a senior at Ohio State University, and started his career as an Agent with New York Life in Columbus, OH. Immediately after graduating he transitioned into New York Life’s Management Program. In 1974 Marv returned to personal production in East Liverpool, Ohio as a partner in the Feldman Agency and President of Fremar Financial Group. He is currently the President of the Feldman Financial Group in Clearwater, Florida and President and CEO of the LIFE Foundation in Washington, DC. Marv was named to Insurance Newscast’s list of the 100 most powerful people in the insurance industry in North America, the LifeHealthPro list of the 24 most creative people in the insurance industry and is the recipient of the 2011 John Newton Russell award, the highest honor bestowed on an individual by the insurance industry. He contributes articles to many professional journals and has been featured in both magazines and books. He has also just published his own book, “Man on a Mission: How to Succeed, Serve, and Make a Difference in Your Financial Services Career.” He is happily married with two children and four grandchildren.

http://www.lifehappenspro.org

Jeff Hastings – Top Executive

Jeff Hastings knows all about the good intentions that pave the road to success. He has been in our shoes and experienced great triumphs and tribulation and has lived to tell the tale. As a small business owner, he developed one of the largest and most productive sales teams in the Farmers Insurance Groups of Companies. His team of over 60 insurance agents and 150 support staff generated an estimated $85 million in annualized premium. In one year his district generated $13 million in profit making him one of the most profitable district managers since the company’s inception in 1928. Often being recognized for his performance, the pinnacle of his insurance career came in 2005 when he received the CEO’s top award, District Manager of the Year. Jeff is a proud father of three children and is married to the love of his life, Kimberly Andersen Hastings. Jeff and his family reside in Cypress Texas.

http://www.contractcoach.com

Robert Strauss – Constructive Technology for Life Insurance

Robert Strauss, JD is the Founder and CEO of Lifester Corporation, creators of Lifester.com, a web-based, software platform that makes it easier for consumers to make decisions about buying life insurance, while at the same time addressing many of the challenges producers have communicating the many complex product features, proposals and strategies. Lifester.com is expected to launch early in 2017. Mr. Strauss is also the Founder and CEO of the Disciplined Advisor Network, a consulting firm specializing in leveraged transactions with a focus on early exit strategies to minimize the durational risk of borrowing. He is an honors graduate of the Wharton School at the University of Pennsylvania, and received his Juris Doctor degree at the Boston University School of Law.

http://www.lifester.com

Henrietta Nye – Leverage Your Future with Professional Designations!

Henrietta Nye is President of Keir Educational Resources.  She holds the professional credentials of CFP®, CLU, ChFC, CPCU, CASL   and has been with the company since 1983.  She oversees all aspects of the business management and development.  Her feels the key to Keirs success has been hiring great people that produce the products or communicate with the customers.  She has guided the company to expand from only CLU and CPCU courses in the early days to the many products Keir offers today.  Henrietta has been a member and officer of many local financial planning organizations.  She is currently a member of the Membership Committee of the Southwestern Ohio FPA.  When not in the office, she enjoys anything outdoors expecially if it involves a canoe, golf and hiking.

http://www.keirsuccess.com

Laura Kerekes – Good HR is Risk Management!

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 services and consumer products industries.  Laura holds an M.B.A. with honors in HR and organizational development from Golden Gate University, a B.S. in business administration with honors from The Ohio State University and an Executive Human Resources Management certification from Stanford University. She also holds an SPHR certification.  She grew up in Ashtabula, Ohio and now divides her time between homes in Atlanta, Georgia and the San Francisco Bay Area.

http://www.ThinkHR.com