CPCU

The Society of Financial Service Professionals Elects Jacqueline Baldwin to National Board of Directors

Retrieved on: 
목요일, 10월 12, 2023

ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected Jacqueline A. Baldwin, CLTC, to its Board of Directors. Jacqueline joined the board on September 1.

Key Points: 
  • ARDMORE, Pa., Oct. 12, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished insurance and financial advisors, has elected Jacqueline A. Baldwin, CLTC, to its Board of Directors.
  • Ms. Baldwin is a financial advisor with B & L Financial Architect in South Windsor, Connecticut, where she uses a comprehensive strategy to preserve a quality of life for her clients.
  • She also works with entrepreneurs and small-business owners to design and implement retirement plans, succession plans, and key employee financial plans.
  • Ms. Baldwin has more than 36 years of experience in the financial services arena.

The Society of Financial Service Professionals Names Troy Branch 2023-2024 National Secretary

Retrieved on: 
수요일, 10월 11, 2023

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024. He assumed office on September 1.

Key Points: 
  • Branch has served on FSP's national board of directors since 2019 and is currently on the board of the Lincoln, Nebraska Chapter of FSP.
  • ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Troy D. Branch, JD, CLU, ChFC, to the office of national secretary for 2023-2024.
  • Troy Branch is the 2nd Vice President, Advanced Planning with Ameritas Life Insurance Company, where he consults with client advisors and insurance professionals.
  • Branch has served on FSP's national board of directors since 2019 and is currently on the board of the Lincoln, Nebraska Chapter of FSP.

FSP Names Andrew Rinn 2023-2024 National President-Elect

Retrieved on: 
수요일, 10월 11, 2023

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Andrew J. Rinn, JD, CFP, CLU, ChFC, to the office of national president-elect for 2023-2024. He assumed office on September 1.

Key Points: 
  • ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Andrew J. Rinn, JD, CFP, CLU, ChFC, to the office of national president-elect for 2023-2024.
  • Mr. Rinn is a frequent speaker at industry meetings, including Forum 400, Clinic for Advanced Professionals, NAIA Performance and Purpose Forum, AALU National Meeting, and LIMRA Advanced Sales Forum.
  • Mr. Rinn is an active member of the National Association of Insurance and Financial Advisors (NAIFA).
  • Mr. Rinn has been an active member of FSP since 2000; prior to being elected to FSP's national board in 2022 he served as a past president of FSP's Des Moines chapter.

The Society of Financial Service Professionals Names Jesse Dogillo 2023-2024 President

Retrieved on: 
수요일, 10월 11, 2023

ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Jesse G. Dogillo, CFP, CLU, ChFC, AEP, to the office of president for 2023-2024. Mr. Dogillo assumed office on September 1, 2023.

Key Points: 
  • ARDMORE, Pa., Oct. 11, 2023 /PRNewswire-PRWeb/ -- The Society of Financial Service Professionals (FSP), a nationwide, multidisciplinary network of accomplished financial advisors, has elected Jesse G. Dogillo, CFP, CLU, ChFC, AEP, to the office of president for 2023-2024.
  • Mr. Dogillo is principal and founder of Bay Area Financial Advisers, where he provides financial advisory services to individuals and small business owners in Silicon Valley.
  • He has over 30 years of experience in the financial services industry, having been vice president of Curtis Financial, Inc. from 1988 to 1995, before founding his own firm.
  • Mr. Dogillo was also the president of the Santa Clara County Estate Planning Council 2019-2020 and the Nor-Cal Chapter Asian-American Financial and Insurance Professionals Association 2016-2017.

SambaSafety's Leading Integrations Coincide with 1/3 of Commercial Carriers Planning UBI Moves

Retrieved on: 
수요일, 10월 11, 2023

The report includes a comprehensive look at how insurance carriers and brokers are embracing telematics in personal and commercial lines.

Key Points: 
  • The report includes a comprehensive look at how insurance carriers and brokers are embracing telematics in personal and commercial lines.
  • Specifically:
    72% of commercial insurance companies are offering or planning to offer a telematics-based product.
  • One-third of commercial auto respondents anticipate launching a usage-based insurance (UBI) product within the next 1-2 years.
  • Commercial carriers face unique challenges when leveraging telematics data, with the greatest obstacles being varying data formats (53%) to resource constraints (32%) and compliance/processing data (21%).

Sompo International Global Reinsurance Expands into Canada and Adds New A&H Product in North America

Retrieved on: 
월요일, 9월 11, 2023

PEMBROKE, Bermuda, Sept. 11, 2023 (GLOBE NEWSWIRE) -- Sompo International, a leading global provider of commercial and consumer property and casualty (re)insurance, today announced the appointment of Apundeep Lamba as Head of Reinsurance, Canada.

Key Points: 
  • PEMBROKE, Bermuda, Sept. 11, 2023 (GLOBE NEWSWIRE) -- Sompo International, a leading global provider of commercial and consumer property and casualty (re)insurance, today announced the appointment of Apundeep Lamba as Head of Reinsurance, Canada.
  • Mr. Lamba will be based in Toronto as part of the Canada Branch.
  • * Further, the Company is also pleased to share that Denise Sheehan has joined as SVP, Head of North America Accident & Health Reinsurance.
  • Margaret Hyland, President, North America Reinsurance, commented, “Our ability to attract and retain experienced top-tier talent is a competitive advantage for Sompo International’s Global Reinsurance team, particularly as we look to expand our product offerings and geographic footprint in pursuit of our strategic growth goals.

NIP Group's TreePro Insurance Increases Excess Capacity to $25 Million, Adds Essential Wildfire Liability Protection for Utility Arborists

Retrieved on: 
화요일, 9월 12, 2023

WOODBRIDGE, N.J., Sept. 12, 2023 /PRNewswire-PRWeb/ -- Navigating the complexities of one of the highest-hazard industries, NIP Group is once again setting standards for the tree service industry. Recognizing the emerging risks faced by utility arborists, the company proudly announces a major enhancement to its TreePro® insurance program by increasing excess capacity to $25 million and introducing specialized wildfire liability protection.

Key Points: 
  • Recognizing the emerging risks faced by utility arborists, the company proudly announces a major enhancement to its TreePro® insurance program by increasing excess capacity to $25 million and introducing specialized wildfire liability protection.
  • Recognizing the emerging risks faced by utility arborists, the company proudly announces a major enhancement to its TreePro® insurance program by increasing excess capacity to $25 million and introducing specialized wildfire liability protection.
  • NIP Group's TreePro stands out as that very partner, offering a complete insurance program that tightly integrates underwriting capacity from three insurance giants with its industry expertise.
  • Tim Greifenkamp, TreePro Program Manager at NIP Group, highlighted, "The emerging risks utility arborists face today demand specialized solutions.

Awkward Insurance Podcast Wins Silver at IMCA's 65th Annual Showcase Awards

Retrieved on: 
월요일, 7월 10, 2023

AUSTIN, Texas, July 10, 2023 /PRNewswire/ -- The National Alliance for Insurance Education & Research proudly announces the prestigious recognition of their Awkward Insurance Podcast at the 65th Annual Insurance Marketing & Communications Association (IMCA) Showcase Awards.

Key Points: 
  • AUSTIN, Texas, July 10, 2023 /PRNewswire/ -- The National Alliance for Insurance Education & Research proudly announces the prestigious recognition of their Awkward Insurance Podcast at the 65th Annual Insurance Marketing & Communications Association (IMCA) Showcase Awards.
  • The podcast episode, " What's Legal Isn't Always What's Fair ," won Silver in the Best Single Podcast Episode category.
  • With the highest number of entries in its history, across 53 distinct categories, the showcase award recognizes aligning with target audiences, achieving business objectives, and delivering measurable marketing results.
  • Their conversation expands into a message of compassion, emphasizing the profound human element embedded within insurance coverage.

Rushing joins Church Mutual® as president - subsidiaries and CUO

Retrieved on: 
화요일, 6월 6, 2023

Church Mutual Insurance Company, S.I.1 (a stock insurer) is pleased to announce two strategic additions to its senior leadership team.

Key Points: 
  • Church Mutual Insurance Company, S.I.1 (a stock insurer) is pleased to announce two strategic additions to its senior leadership team.
  • Pam Rushing joined Church Mutual as president – subsidiaries and chief underwriting officer Monday, June 5, reporting to President Alan Ogilvie.
  • Effective May 29, Andy Bloechl was promoted to assistant vice president – administration, serving as chief of staff.
  • (Photo: Business Wire)
    Pam Rushing joined Church Mutual as president – subsidiaries and chief underwriting officer Monday, June 5, reporting to President Alan Ogilvie.

Tim Barnhorst, Senior Vice President and Program Manager of MountainGuard Insurance Program, to assume responsibilities in the Eastern and Midwest U.S. and Canadian territories as APU Announces the Retirement of Bo Adams

Retrieved on: 
금요일, 6월 2, 2023

Tim Hendrickson will continue to oversee MountainGuard's Park City, UT operations and the sales efforts in Western U.S. and Canada.

Key Points: 
  • Tim Hendrickson will continue to oversee MountainGuard's Park City, UT operations and the sales efforts in Western U.S. and Canada.
  • In 2018, he was promoted to Assistant Vice President, and in 2019 he assumed the role of Vice President.
  • Tim currently serves as senior vice president and program manager running the eastern office of the MountainGuard program.
  • "We look forward to the continued success of the MountainGuard program under the leadership of Tim Barnhorst and Tim Hendrickson."