Thursday, October 8, 2009   4 PM – 4:50 PM

Jim Devine - How to Build a Successful Agency

Jim Devine is President and Co-Founder of California’s leading senior care financial specialty firms. He has created a network of talented agents to help seniors plan and preserve their assets to last through retirement. His breakout session will focus on the pros and cons of building this type of organization. If building an agency is a potential future endeavor of yours, Jim Devine’s the man in the know!


Rick Martin - Coaching: The Need for Accountability

Coaching. Is it right for me? Would it benefit my business? How much would it cost? Why would I do it? Come and hear Rick Martin answer these and many other questions regarding the use of a business coach. If it is good enough for Tiger Woods, maybe you would want to consider it too.


Joel Johnson - 1+1+1=6 Diversification in Marketing

Distinguish yourself in your own backyard by building your brand. Cindy Watson, recognized in 2003 by Newsweek and the Life and Health Insurance Foundation for Education (LIFE) for making a difference for her clients, presents sound advice on how to get the crowd to listen to your message and creating the “top of mind” awareness necessary to revitalize your sales.


Mike Tripses - State of the Industry

Mike Tripses is President of Creative Marketing and a member of the American Academy of Actuaries and Board Member of NAFA. Mike is truly an industry advocate and works tirelessly on behalf of you, the agent, in getting SEC Rule 151(A) repealed. Please join Mike in October to hear the latest, most reliable and accurate accounting of what is going on in the insurance and investment arena.