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Producers Development Series 1: Strategies in Difficult Times

  • March 20, 2013
  • 8:30 AM - 12:00 PM
  • BB & T Insurance Services - Fullerton

Strategies in Difficult Times
3-hour CE: Course 289330

In 2011, IIABOC presented continuing education forums on AGENCY PERPETUATION and MERGER and ACQUISITIONS. Members learned about Agency Succession Planning, Valuations and Acquisitions Options and Terms. Overwhelming our members felt these sessions had significant value and asked for similar continuing education forums. With our industry constantly changing, members asked for a PRODUCER DEVELOPMENT curriculum.
In 2013, we are offering you PRODUCER DEVELOPMENT - a model for tomorrow - continuing education forums. During this 3 part curriculum (3 CE Credits per session). In this 3 part series, Agents will be introduced to Sales Strategies during our changing times and Strategies on finding, developing, training, compensating and retaining producers- A PLAN FOR TOMORROW TODAY.
 
IIABOC, in partnership with Catherine Oak, Oak & Associates, are very pleased to present you with strategies for DEVELOPING PRODUCERS and Sales Strategies during changing times. Our 3 part series (9 CE Credits) will be presented as follows:

Program Information:
Strategies in Difficult Times
(Course Number: 289330)
Wednesday, March 20th
Registration: 8:30 AM
Session: 9:00 AM - 12:00 PM
Register online

Finding, Developing, Engineering for Success
(Course pending approval with the CA Department of Insurance)
Wednesday, April 17th
Registration: 8:30 AM
Session: 9:00 AM -12:00 PM
Register online

Producer Compensation, Contracts & Vesting/Equity
(Course pending approval with the CA Department of Insurance)
Wednesday, May 15th
Registration: 8:30 AM
Session: 9:00 AM - 12:00 PM
Register online

Continental Breakfast will be served: Coffee, Juice, Fruit and Rolls
A MEETING CONTENT MANUAL WILL BE PROVIDED.
Cost for Members:
Single Session: $80
(Registration for all 3 sessions available until March 16th)
Cost for Non-Members:
Single Session: $150
(Join today and save $150!)

Register for membership and receive a $150 credit toward the all 3 session price of $200. Registration for membership and 3 sessions must be completed at the same time. Credit will be applied within 7-days of receipt).
Cancellation / No-Show Policy: Cancellations must be received 2 weeks before meeting for full refund. Cancellations received within 2 weeks of meeting are non-refundable. All no-shows are non-refundable.
Location:
BB&T Insurance
680 Langsdorf, Fullerton
Oak & Associates: Catherine Oak, our speaker is founder of Oak & Associates, an international merger, acquisition and financial insurance agency consultant. Catherine is an expert on Agency Acquisitions and Mergers, agency management and valuation. She will be providing critical information you need to form Sales Strategies for the future with Strategies for finding, developing, compensating and retaining producers today for tomorrow, as well as managing the sales efforts of your agency in difficult times. See www.oakandassociates.com for more on her philosophy and expertise.

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Ph: 714-441-8951 ext. 2| Email: admin@iiaboc.com

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