Workshop 8:

Personnel Landmines – What you don’t know CAN hurt you!
What you don’t know about labor classification, employee internet usage, and other employee liabilities CAN be devastating to you AND your agency!  Hear stories from your colleagues about their HR challenges, and find out from a professional HR consultant what you need to know to stay legal!

Facilitator:  Cindy Gentry, BBA Life Brokerage

Panelists:  Dr. Jack Mitchell, HR Consultant
Melinda Meyer, ValMark Insurance Agency/ValMark Securities
Jan Pinney, Pinney Insurance Center, Inc.

Workshop 9:   

Planning for the 21st Century Family
Over the years sweeping changes in our society have dramatically altered the once traditional definition of the American family. Mr. Schanker will discuss these changes, as well as present some of the dynamics, issues, and pitfalls unique to the varied planning needs of the new 21st century family.  

Presenter:  Steve Schanker, West Coast Life/Protective

Sponsored by: 

Workshop 10: 

Non-Traditional Markets/New Distribution Sources:  New Opportunities to Grow Your Business (REPEATED from Thursday)
Financial services opportunities are expanding - wire houses, Banks, Financial Advisors, CPAs and other new distribution sources are providing new opportunities for BGAs to expand and grown their businesses!  This panel of BGAs will not only tell you how they are successfully taking advantage of these new opportunities to increase revenue, but also how to identify these new markets and new distribution sources, how to network and connect, and how to convert these opportunities into real dollars.

Facilitator:  Paul LaPiana, MetLife

Panelists: Michael Blank, Brokers Insurance Services, Ltd.
Michael Tessler, Brokerage Unlimited, Inc.
Chip Van Dusen, Diversified Brokerage Services, Inc.

 Sponsored by: