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This year's breakouts are informative, with information you can implement immediately. There was much thought brought to the kind of programming needed to allow time for the seasoned professionals to plan ahead for their agency and incorporate time for our newest group - the Oregon Young Insurance Professionals to see for themselves why attending will offer them the opportunity to experience what equals to more than a few hundred years of collective knowledge. And the benefit of both to share and learn.

Thriving Through the Perfect Storm

Change in business and in life is inevitable. When we are navigating through numerous or sudden changes it can feel like a Perfect Storm. James will share his maritime experience with examples and techniques that can help people to develop the mental preparedness to survive and even thrive through the Perfect Storm.


Captain James Evanow


 

James Evanow is an international speaker and trainer.Having many years of maritime experience, Captain James realized how his experiences and responsibilities of bringing his crew through tight situations had a direct correlation to the emotional intelligence of leadership.

He inspires people to develop collaborative skills by enhancing their ability to understand the needs of others and develop mental preparedness. This results in higher productivity, lower turnover rates, stronger relationships and increased abundance for all involved.

Join us at Monday's General Session and Awards Lunch to hear his message.


Don't Kill Your Golden Goose: Protecting Your Agency Assets From Taxes and Lawsuits | 3 CE OR, ID

It takes a lifetime to accumulate your assets. Take the time to protect them. Is your agency's financial house in order? Discover the tools you can use to become invincible to lawsuits, save thousands in taxes and achieve financial peace of mind.


Larry Oxenham
American Society
of Asset Protection

 


 

Is your agency's financial house in order? Discover the tools you can use to become invincible to lawsuits, save thousands in taxes and achieve financial peace of mind. Larry Oxenham is one of the top asset protection experts in America. He is the Senior Advisor with the American Society of Asset Protection and Aircraft Owners & Pilots Association. He has written 3 books and contributed to several others that assist people to properly structure and protect their assets. 

By the end of this session you will know who to act on the following:

1. Protect 100% of your assets from lawsuits. You will learn how to make yourself so unattractive to a plaintiff attorney that they will never pursue a lawsuit against you.

2. Save thousands of dollars each year in taxes. You will learn five tax reduction strategies most people fail to utilize, which could save you more than $10,000 each year in taxes.

3. Avoid probate and eliminate all estate taxes. You will be taken through a checklist of items that are important to every estate and business succession plan. You will learn what you should be doing now to prepare for successful business and estate succession.


Agency Journey Mapping and Perpetuation Planning | 4 CE OR, ID | 3 WA

This session will show attendees how valuations are properly done, how to identify, train and implement agency Internal Perpetuators and how to merge or sell their agencies to maximize value and client effectiveness is the perfect compliment to keep your agency strong and truly independent.

 


Al Diamond
Agency
Consulting
Group

 

 

 

As a consultant for over 35 years, Al has spent over 45 years in the insurance industry working for both stock (agency represented) and direct writing insurance companies, agencies and as an independent businessman. Al is the President of Agency Consulting Group, Inc., a national consulting firm for insurance agencies since 1985. Al is the author of THE PIPELINE, a national newsletter for insurance agency principals and insurance industry executives.  THE PIPELINE is distributed to agents, associations, and carriers throughout the United States. 

He has served as president of the American Association of Insurance Management Consultants (AAIMCO) and was a charter member of the Quality Insurance Congress.

Mr. Diamond acts as independent moderator for disputes arising from insurance agency operations, and as a facilitator for mergers, acquisitions, divestitures and internal perpetuation plans.

Mr. Diamond is sponsored by


The Good, The Bad and the Ugly Side of Insurance - Oregon Law | 3 CE OR


Karla Martinez
Education & Outreach Coordinator,
Oregon Division of Financial Regulation

 

 

Karla Martinez is an Education and Outreach Coordinator with the Division of Financial Regulation. She has been with the Division for the last 9 years previously working in Consumer Advocacy as a Compliance Officer. Karla was a licensed insurance producer for a one of the largest insurance companies in the industry and has over 19 years of insurance expertise. Karla is a participant of the North American Securities Administrators Association where she attends their annual Investor Education Conference and currently serves on their Special Project Committee for Cybersecurity. Karla is also a certified educator through Financial Beginnings.

This Class will introduce you to the Division of Financial Regulation A.K.A Insurance Commissioner's office. We will discuss the integrated parts of the division and how each section works. We will also walk through the complaint process and how advocacy functions. We will go over laws that govern the insurance marketplace. We will go over some agent office practices " The Good, The Bad and The Ugly".



Corey Wilkins, CIC, LUTCF

 

 

Corey Wilkins is Owner and President of Corey Wilkins Insurance  & Financial Services, Inc. A State Farm agency in Tacoma, WA. Corey attended the University of Washington and Seattle Pacific University. He started his career with Safeco and Kemper Auto & Home Group as Marketing Manager in 3 Western states. Along with running his own agency, Corey is a CISR instructor of The National Alliance and has over 30 years of experience in the industry.

Corey will be instructing 2 courses at the conference. He is entertaining and informative for all attendees.

E&O Case Studies, Huge Losses and Navigating Social Media | 3 CE OR, ID WA
 Corey has a knack for bringing his topics to life. His session will examine Producer and staff activities of agency exposure areas and how customer and product selection are related to the potential legal impact upon the agency. He’ll provide methods to reduce the risk of Errors and Omissions exposure will be and identify characteristics of Errors and Omissions policies and the impact of Errors and Omissions claims payment will be discussed.
 
Do I need Log Term Care Insurance? Really? | 3 CE OR, ID, WA
 No one wants to talk about hard subjects like Long Term Care. If you are an agent that sells it or just need a better understanding of what it all entails no matter your age. Learn the intricacies of the underwriting process, affordability, coverage options, designing a policy, selecting ancillary options, considering available forms/endorsements, and case studies with Medicare/Medicaid subsidy possibilities will be discussed.

Walk Like An Underwriter: Underwriting 101 | 2 CE OR 


Kim Turner,
CPCU, ARM, CIC, AFIS

Kim is SAIF’s marketing advisor & agency marketing specialist.  Kim has built her career in the insurance industry over the past 30 years, including tenure with a few of SAIF’s large agency partners (KPD, Alliance, and Propel).  She currently holds the CPCU, ARM, CIC, and AFIS professional designations.

 

 
Pat Morrill,
CPCU, AIC

Pat is SAIF’s agency and group program coordinator representing SAIF-appointed agents in the eastern and northern part of our state and 21 of SAIF’s group association partners.  She holds the CPCU and AIC professional designations and has been in the workers compensation industry in various roles for 39 years.

     

Kim and Pat will first summarize Parts I and II of the standard Workers Compensation policy and introduce some common endorsements.  Next, the course will develop standard premium and identify common loss calculations.   The course will conclude with the three elements of exposure analysis (operations, hazards, controls).


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A special thank you to our KKlub Members for their support.