Podcasts about property casualty

Dawn Walker is an associate director, Industry Relations (DUAE) in AM Best's Strategy and Communications department. Dawn has more than 15 years of insurance industry and risk management experience, and joined AM Best in 2022, initially serving as a senior financial analyst, conducting performance assessments for Delegated Underwriting Authority Enterprises.  Previously, Dawn as a senior risk management analyst at MacAndrews & Forbes Inc., a global mergers and acquisitions firm in New York City. She also previously served as a senior account executive for Alliant Insurance Services, serving its ultra-high net worth book of business.  Dawn received her MBA degree with a concentration in Enterprise Risk Management at St. John's University. She graduated Cum Laude earning a Bachelor of Law degree from the University of Arizona. She holds a Property & Casualty and Life & Health Broker's license, has earned an Associate in Risk management (ARM) designation and is actively pursuing a Charter Property Casualty Underwriter's designation. Highlights from the Show AM Best is known for many things, but mainly for the assessments and ratings they perform on players across the insurance industry. For the Delegated Underwriting Authority Enterprise (DUAE) space in particular, they are bringing transparency to help drive continued growth not only of the DUAE segment, but the product innovation that goes on within it. The level of growth in the delegated underwriting authority space has been huge, getting to $77B in the US alone, and making up 10% of the P&C market globally. The key areas they look at when assessing DUAEs includes Operations, UW Capabilities, Governance and Controls, Financials and Corporate Structure. This analysis helps bring transparency to the sector to help facilitate partnerships while also giving DUAEs a blueprint for how to optimize their operations for growth, stability and, ultimately, success Why do insurers work with Delegated Underwriting Authority Enterprises (DUAEs), like MGAs and MGUs? Can't they just compete in the market directly? DUAEs bring expertise in niches and market segments that incumbent carriers may not be able to build efficiently given their scale, and the relative size of these niches being too small to support the operational cost of a carrier. DUAEs often come with expertise and distribution in the segment, allowing carriers working with them to access new spaces efficiently, quickly and profitably. What can support or stand in the way of the success of a Delegated Underwriting Authority Enterprises (DUAEs), like MGAs and MGUs? AM Best performs assessments of these entities to bring transparency to key success factors insurers would look at when deciding whether to work with a DUAE or not. This episode is brought to you by The Future of Insurance thought leadership series, available globally from Amazon in print, Kindle and Audible audiobook. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

AM Best Financial Analyst Lauren Magro discusses a new Best's Market Segment Report finding that P/C mutuals report surplus growth, and pursue rate adequacy amid another year of increasing severe storm frequency.

Roberge v. Travelers Property Casualty Company of America

Join us for a captivating episode featuring Damian Brooks, a Property & Casualty insurance professional with almost thirty years of experience in the industry. He currently holds the position of Director – Insurance Products for Specialty Equipment Insurance Services, an Amynta Group Company. Although he has worked with a broad spectrum of clients, he has particular expertise with Automotive and Equipment dealerships and rental houses.  Understanding Damage Waivers: We'll cover what they are, what they are not, and everything in between. Learn about the different approaches to damage waivers and the financial opportunities they can create. Building a Program: We'll discuss how to protect yourself and how to help your team position damage waivers to your customers. Benefits to Renters and Rental Companies: We'll talk about the "why" for all parties involved. It's not just for when someone doesn't have insurance. Learn more about the Rental Roundtable and listen to other episodes here: therentalroundtable.com

Property & Casualty Insurance Exam_ Home & Auto Class with The Insurance Exam Queen

Help with Property & Casualty Exam - Elements of a Contract, Parts of Policy, Homeowners, Coinsurance

Perils Vs. Coverages on The Property & Casualty Insurance Exam

Help with Property & Casualty Exam Elements of a Contract, Parts of Policy, Homeowners and More

Prepare for the Property & Casualty Exam: General Insurance Terms, Co-insurance & Pro-Rata Math with The Insurance Exam Queen

Property & Casualty Basics for the Insurance Exam Memorization Audio

Galen Hair talks with lawyer Trent Moss, originally getting into law from medicine, who illustrates his path and shares critical advice from his legal career that surged after Hurricane Isaac. He points out the major issues in the legal industry, such as overburdening with cases, which primarily stem from business concerns rather than legal ones. Encouraging listeners to select their lawyers wisely, Moss shares key skills that make a good legal professional. These skills include understanding policies, efficient communication, gaining expertise in industry conditions, and developing technical understanding.  Who's the Guest? Trent J. Moss is an avid litigator who has been fighting for the rights of property owners throughout his career, taking the fight to insurance companies, banks, contractors, and anyone else who infringes on the rights of his clients. Mr. Moss has secured victories for his clients throughout Louisiana and is well known as an aggressive advocate who pushes cases forward and gets the job done. Mr. Moss has worked tirelessly over the years to defend the rights of Louisiana residents and businesses damaged by Hurricanes Katrina, Rita, Gustav, Isaac, and countless other storms, floods, fires, and myriad other losses. He has even taken on building product manufacturers, mortgage companies, big banks, and other companies that are “too big to fail.”   Highlights Trent discusses his career transition from studying medicine to law and the reasons behind it. How the legal community dealt with the fallout of large loss cases after Hurricane Isaac. The aspects of his legal career and the traits he needed to work on to become proficient in his field. The importance of understanding a policy for making a clear, precise demand. Unexpected costs post medical procedures. The importance of consulting manufacturers, ensuring warranty and discussing the problems faced by policyholders. What it means to 'level up' in relation to client satisfaction and effort.    Episode Resources Connect with Galen M. Hair https://insuranceclaimhq.com hair@hairshunnarah.com Connect with Trent Moss https://shunnarah.com/attorney/trent-j-moss/  

Description: After 39 years on the carrier side of the industry, Greg Massey retired from Zurich and launched GJM Advisors, LLC in 2022. Now he provides Property & Casualty product, strategy, portfolio management, education, and leadership advisory & consulting. In today's episode of the In The Know podcast, Chris Hampshire welcomes Greg for a conversation about the post-career phase of life. As soon as he retired, Greg found himself entertaining offers for consulting, advising, and staying active in the insurance industry. He highlights the variety of work that he has done, how the industry can better attract and retain talent, and his advice to take more risks in the earlier stages of a career.   Key Takeaways Greg highlights his career and his experience with post-retirement job offers. Career growth opportunities in the program space. Market changes in the capital that is going into the program space. Addressing the talent gap across the insurance industry. Industry adaptations to talent over the years of Greg's career. Greg's dedication to the CPCU Society has impacted his career in positive ways. Stepping back from a main career and into a consulting role in the industry. Tactics for attracting new talent into the insurance industry. Greg's recommendations for effectively training new talent. A five-year look at changes and improvements in the industry. Greg's early career advice and assurance to himself.    

Squatter, Spray Paint, and Severed Water Lines, Oh My!   We have Joe Cohen on the show today sharing one of his past projects. This one is loaded with many lessons learned along the way. From dealing with an angry squatter to unbudgeted hot dogs, Joe never gave up and got this project to the finish line!   Joseph Cohen has extensive knowledge and background in the real estate and mortgage industry. With a focus and passion in Real Estate, he received his license in 2002 and became a top performing agent and loan specialist for IndyMac Bank and Countrywide. He then managed his own successful mortgage brokerage firm from 2006 through 2008. He is also licensed in Property & Casualty, Life & Health Insurance and has directed his own insurance agency before joining a large insurance company for eight years as the business development and sales manager. While there, he built valuable relationships, and through strategic planning and leadership was able to grow the agency. Joe was then recruited as a marketing field representative for the second largest earthquake insurance provider in California. A California native, he is an entrepreneur with a passion for inspiring others to perform at their highest level. He has been married to his wife Stacey for 16 years after meeting on a dating website and then realizing they attended the same high school and grew up in the same neighborhood. Together they enjoy renovating their home and spending time on the beach as well as traveling with their labradoodle, Molly. Joe is an avid waterman who enjoys surfing, fishing, and diving. He devotes his free time in giving his time and energy to such charitable organizations such as Surfer's Healing, Polycystic Kidney Disease Foundation and others, He is dedicated to growing his Real Estate portfolio and helping others achieve the same goals.   Social Media Links https://www.instagram.com/joecoheninspires/ https://www.instagram.com/theinspiredshow/ https://youtube.com/@theinspiredshow?si=Py7aN0j8d29Cvj1v https://www.facebook.com/joecoheninspiresu Website  www.jsc-rei.com www.joe.roccalistings.com   To learn more about Jen Josey, visit www.TheRealJenJosey.com To join REIGN, visit www.REIGNmastermind.com To join HomeSchooled by Tarek, visit https://go.homeschooled.co/schedule-strategy-session?el=jenjosey

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   We'll talk about what's happening with Spencer Educational Foundation and how educators and institutions can create risk management programs and how they can secure a grant via Spencer.   The risk management and insurance studies program at UNR was made possible by a RIMS-funded Course Development Grant through Spencer Educational Foundation. UNR had 102 students enrolled in the RMI program's third semester in Spring 2023, up from 62 one year before! They hope RMI becomes a minor in Spring 2024.   Beyond that, UNR's mentoring program remains viable, with 23 students and 19 industry professionals participating this past spring. They also have upcoming plans for an Insurance & Risk Management Fair, a Planned Networking Event.   David Cisneros is here to talk about the success of the program, the mentoring program that supplements it, his success rate in helping students prepare for risk careers, and a bit about his own resume.   Key Takeaways: [:01] About RIMScast. [:28] About today's episode where we will discuss risk management education with Ken Goldstein of the Spencer Educational Foundation and David Cisneros, who leads the Risk Management Studies Program at the University of Nevado, Reno. [:41] All about exciting, upcoming RIMS events! Registration is open for the RIMS Canada Conference 2023, which will be held September 11th–14th in Ottawa! Visit RIMSCanadaConference.ca for more information. [1:02] On September 14th, the Spencer Educational Foundation returns to New York City for its Annual Funding Their Future Gala. The event will be held at the Cipriani on 42nd Street. A link is on this episode's notes. You can also visit SpencerEd.org. [1:19] The RIMS Western Regional Conference will be held October 4th–6th in Vail, Colorado. Visit RIMSWesternRegional.com for more information and to register. [1:31] Head to the RIMS.org/Advocacy page to find information about The RIMS Legislative Summit, which is returning to Washington, D.C. on October 25th and 26th. [1:45] We are very excited about the RIMS ERM Conference 2023, which will be held November 2nd and 3rd in Denver, Colorado! The theme is Elevate and Evolve. Registration will open soon as will a call for nominations for the ERM Award of Distinction. Visit the events page on RIMS.org for more information. [2:11] We're going to put the spotlight on education in today's episode. We will be joined by David Cisneros who leads the Risk Management Studies Program at the University of Nevada, Reno. David was able to launch his program, thanks in part, to a RIMS-funded grant. The Spencer Educational Foundation was a key player in that relationship. [2:38] Justin introduces his friend Ken Goldstein, the University Partnerships Director for the Spencer Educational Foundation, to talk about launching a Risk Studies Program, and how you can launch one at your university. [3:43] The Spencer Educational Foundation funds the education of the next generation of risk management professionals with five core grant programs. Ken oversees Merit-based Scholarships for Undergrad, Grad, and Ph.D. students who are interested in risk management and insurance. [4:03] Ken also oversees Risk Manager on Campus and a program that draws students into events like RISKWORLD in Atlanta, and oversees course development for colleges and universities domestically and into Canada. Ken tells about his experience in the industry and teaching. [4:55] Ken explains grants and merit-based scholarships. The student has to have an interest in risk management and insurance. Funding for undergrad and grad typically ranges from $5,000 to $10,000 based on your category. Risk Manager on Campus brings practical application to campus with risk managers and seasoned professionals. [5:21] Spencer Educational Foundation has a grant program that funds corporate risk management internships. General grants support travel to conferences like RISKWORLD and engaging in experiential learning with visits to corporate risk managers or insurance companies, even internationally to places like Lloyds of London. [5:45] They are very excited about their course development grant program. They support RM 101 at colleges and universities throughout the U.S. and into Canada as well as upper-level programming in niche areas such as cyber security, privacy risk management, and insure tech. It comes down to student interest and faculty expertise. [6:31] The RMI landscape is dynamically changing with technology. Figuring out how to protect private and proprietary information is key. Having institutions able to teach that is critical. [6:51] Since 2014, Spencer Educational Foundation has funded over 40 course development grants, spending over $1 million at colleges and universities. A third of that funding has come from RIMS. In addition to finances, a benefit of collaborating with RIMS is in tapping into the local chapters with Risk Manager on Campus. [7:28] A number of the chapter members act as adjuncts or clinicals and appreciate their time in the classroom with students. [7:34] The Funding Their Future Gala is coming up on September 14th, 2023 at the Cipriani in New York City. Justin attended last year and had a blast! It was also RIMS CEO Gary LaBranche's first time there. [8:06] Ken offers details about the Gala. It's their largest fundraising event of the year. It feeds the grant programs, scholarships, and course development. It assists with supporting next-generation risk management and insurance talent. This year they are honoring Lucy Fato, EVP, General Counsel, and Global Head of Communications at AIG. [8:29] Lucy Fato is a supporter of next-generation talent, factoring in issues around diversity, equity, inclusion, and career-pathing. It will be an exciting night. [9:00] There are some wonderful developments at the University of Nevada, Reno. Our next guest, David Cisneros, is a faculty member there. He launched a program of classes that Spencer and RIMS funded. Ken describes it. Course development started in 2022. There are a number of classes. The program scaled quickly to over 100 students. [9:47] Ken suggests the secret to such growth is to bring risk management and insurance talent from both an industry and teaching perspective into the classrooms. David leads the RMI studies program at UNR. He's also the Corporate Grant Development Lead, so he interacts with Spencer Educational Foundation frequently. [10:14] Something that resonates with students is to have practical application in the classroom. David and his colleagues do a great job in supplying that, as well as securing internships and positions. Ken looks forward to hearing from him! [10:33] RIMS plug time! Sponsor an episode of RIMScast! Contact us at pd@rims.org. For upcoming virtual workshops visit RIMS.org/virtualworkshops for the calendar. The RIMS-CRMP Exam Prep is July 19th and 20th, 9:00 am–4:00 pm EDT. August 15th through 17th is the RIMS-CRMP-FED Exam Prep 9:00 am–4:00 pm EDT. See the links. [11:37] Join us on July 14th at 5:00 p.m. India Standard Time for a jointly presented webinar with Prudent Insurance, Brokers Private Limited, titled Trade Credit Insurance Managing Risk and Promoting Growth. A link is in the show notes. That's early morning in the U.S. I, Justin, will be hosting it. Register and attend! [12:14] David Cisneros is the Director for Risk Management and Insurance Studies at the College of Business at University of Nevada, Reno (UNR). The Risk Management and Insurance Studies Program at UNR was made possible by a RIMS-funded course development grant. [12:29] UNR had 102 students enrolled in the RMI program's third semester in Spring 2023, up from 62, one year before! They hope RMI becomes a minor in Spring 2024. [12:44] David is here to talk about the success of the program, the mentoring program that supplements it, his success rate in helping students prepare for risk careers, and a bit about his own resume. Justin welcomes David Cisneros to RIMScast. [13:05] David shares some background on his risk career at Oracle, IGT, and more and how he is teaching now at UNR what he did in risk and where it's going. It's not as stressful for him. He loves teaching students about the industry and what he did for 25 years, and looking at where the industry is going! [14:44] David has five elective classes. He teaches two; adjunct professors teach three. When he asks students on the first day how many want a career in insurance or risk management, no hands go up! He tells them that by the end of the semester, there will be a handful of students working in the industry. After three semesters, there are 21! [16:05] David's favorite part of the industry had always been negotiating the deal, either the settlement of a claim or the purchase of a policy. His students love to hear war stories from the risk management field. Halfway through the semester, they want more. [17:25] The five courses in the program are geared toward risk management. Three courses are waivers for the ARMTM through The Institutes. You can get your Associate in Risk Management designation. The other courses are Property & Casualty and Life & Health. The program will be a minor in 2024, and hopefully, a major in five to 10 years. [18:41] David was aware of Spencer Educational Foundation during his career. AT UNR, he learned about the grants through an email list, so he applied and that's how he became involved in it and got the grant awarded to UNR. [19:37] The RMI program at UNR started with the curriculum. Once the curriculum was established, David knew he had to make insurance interesting and show students there was a career involved. Students look for three things: money, a work/life balance, and a challenge; not to be bored. Students promote the RMI by word of mouth. [20:53] David gets students interested by bringing in industry professionals to talk about jobs and the career. He brings in four guest speakers in a semester. A mentorship program is helpful and it was not common at UNR. There have been close to 30 students involved in the mentorship program. [21:29] There are job opportunities and mentors in risk management, insurance, and accounting. Most of David's students are finance majors. He tells them the program will find them a job if they talk with their mentor. David has just applied for the Risk Manager on Campus program for the next semesters. He has been working in a similar program. [22:27] David tells the students at the beginning that he's going to be the professor that he always wanted in college that's going to answer questions and help them find a job. [22:56] The three adjunct professors were each previously mentors in the program. When David started, there were just two courses and he was teaching both. He started the mentorship program and three industry professionals agreed to be mentors. David asked them if they wanted to teach and they said yes. It's been great! [23:40] From an enrollment standpoint, the RMI program is the fastest-growing program in the business school. But other programs are already established minors and majors, so it's hard to compare them. The semester starts in August and the cohort is already filled. The word gets out by the students. [24:33] Spencer has been fantastic with direction for the program. They have given insight into what big programs are doing and how. The funding and guidance have been invaluable. Ken Goldstein and his predecessor have been great. When David launched the program, he had the curriculum in mind; going from there came from Spenser. [25:53] All the teaching is done in person. There is no virtual component. David is able to connect with students and he believes that is the secret to the program's success. He talks with them about their goals and dreams. He can't do that over Zoom. [27:16] The program at RMI UNR is based on three pillars: Curriculum — courses students want, that can give them an industry designation, Experiential Learning — bringing in guest speakers to talk about the industry, and Job Creation and Fulfillment — David doesn't make promises but he does what he can to get them a job. [27:55] Once the students trust that David wants to get them a job, they're interested in the program. David's measure of success, according to the Dean of the School of Business, is jobs for students, post-graduation. From that standpoint, they are doing well! [28:40] David's thoughts for students thinking of any risk management course, “When you're thinking about a career, it's not just sales. The industry is so vast and so wide, that there are careers for every type of personality. … Whatever your personality type, whatever your strengths are, there is a job for you in insurance and risk management.” [29:26] Justin thanks David for joining us on RIMScast! David appreciates it. [29:40] “Special thanks to David Cisneros and Ken Goldstein for joining me here today.” You can learn more about grants and course development at Spencered.org and remember to register for the Spencer Funding Their Future Gala on September 14 in New York City. A link is in the notes.  [30:03] You can sponsor a RIMScast episode for this, our weekly show or a dedicated episode. Links to sponsored episodes are on our show notes. RIMScast has a global audience of professionals, students, business leaders, and more. Contact pd@rims.org for more information. [30:49] Become a RIMS member and get access to the tools, thought leadership, and network you need to succeed. Visit RIMS.org/membership or email membershipdept@RIMS.org for more information. The RIMS app is available only for RIMS members! You can find it in the App Store. [31:15] Risk Knowledge is the RIMS searchable content library that provides relevant information for today's risk professionals. Materials include RIMS executive reports, survey findings, contributed articles, industry research, benchmarking data, and more. [31:30] Read Risk Management Magazine at RMMagazine.com and check out the blog at RiskManagementMonitor.com. Email Justin at Content@RIMS.org. Justin thanks you for your continued support and engagement on social media channels! Listen every week! Stay safe! Mentioned in this Episode: NEW FOR MEMBERS! RIMS Mobile App RIMS ERM Conference 2023. RIMS Canada 2023 — Sept. 11–14 in Ottawa! Spencer Educational Foundation — Funding Their Future Gala — Sept. 14, 2023 Contribute to Risk Management MagazineRIMS Western Regional — Oct 4–6, Vail Colorado RIMS-Certified Risk Management Professional (RIMS-CRMP) Dan Kugler Risk Manager on Campus GrantUpcoming Virtual Workshops: “Risk Appetite Management” | July 12–13 See the full calendar of RIMS Virtual Workshops RIMS-CRMP Exam Prep July 19–20, 2023 9:00 am–4:00 pm EDT RIMS-CRMP-FED Exam Prep August 15–17, 2023 9:00 am–4:00 pm EDT All RIMS-CRMP Prep Workshops Upcoming webinar: Trade Credit Insurance Managing Risk and Promoting Growth — July 14, 2023 | Presented by RIMS and Prudent Insurance Brokers Pvt. Ltd. Related RIMScast Episodes: Celebrating #SpencerDay and Funding the Future of Risk Management “Strategic Moves with RIMS CEO Gary LaBranche” “RIMS President Jennifer Santiago: R.E.A.D.Y. for 2023” Sponsored RIMScast Episodes: Chemical Industry: How To Succeed Amid Emerging Risks and a Challenging Market | Sponsored by TÜV SÜD (New!) “Insuring the Future of the Environment” | Sponsored by AXA XL “Insights into the Gig Economy and its Contractors” | Sponsored by Zurich “The Importance of Disaster Planning Relationships” | Sponsored by ServiceMaster “Technology, Media and Telecom Solutions in 2023” | Sponsored by Allianz “Analytics in Action” | Sponsored by Alliant “Captive Market Outlook and Industry Insights” | Sponsored by AXA XL “Using M&A Insurance: The How and Why” | Sponsored by Prudent Insurance Brokers Ltd. “Zurich's Construction Sustainability Outlook for 2023” “Aon's 2022 Atlantic Hurricane Season Overview” “ESG Through the Risk Lens” | Sponsored by Riskonnect “A Look at the Cyber Insurance Market” | Sponsored by AXA XL “How to Reduce Lithium-Ion Battery Fire Risks” | Sponsored by TÜV SÜD “Managing Global Geopolitical Risk in 2022 and Beyond” | Sponsored by AXA XL RIMS Publications, Content, and Links: RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! RIMS Virtual Workshops On-Demand Webinars Risk Management Magazine Risk Management Monitor RIMS Risk Leaders Series RIMS-Certified Risk Management Professional (RIMS-CRMP) RIMS-CRMP Stories — New interview featuring Roland Teo! Spencer Educational Foundation RIMS DEI Council RIMS Path to the Boardroom RIMS Events, Education, and Services: RIMS Risk Maturity Model® RIMS Events App Apple | Google Play RIMS Buyers Guide Sponsor RIMScast: Contact sales@rims.org or pd@rims.org for more information.   Want to Learn More? Keep up with the podcast on RIMS.org and listen on iTunes. Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook, Twitter, and LinkedIn.   Follow up with Our Guests: Ken Goldstein University Partnerships Director Spencer Educational Foundation   David Cisneros https://www.unr.edu/business/industry-credentials/risk-management   Tweetables (For Social Media Use):   “[The student] has to have an interest in risk management and insurance. It ranges from undergrad to grad; funding typically ranges from $5,000 to $10,000, depending upon which category that you end up in.” — Ken Goldstein   “Out of college, I started in claims. … Then I progressively moved up and I became the risk manager for Oracle Corporation. I did that for about eight years and then … I was the risk manager for International Game Technology, and now I am teaching what I did.” — David Cisneros   “My favorite part [of the industry] had always been the deal; negotiating the deal, either the settlement of a claim or the purchase of a policy.” — David Cisneros   “It's all in person. … The key to the way I teach, and I think, the reason for the success, is I'm able to connect with students. I'm able to look them in the eye and talk with them about their goals, their dreams. Can't do that over Zoom.” — David Cisneros   The program at UNR is based on three pillars: … Curriculum — you have to have the courses that students want … Experiential Learning — bringing in guest speakers, … and … Job Creation and Fulfillment — I will do what I can to get them a job.” — David Cisneros   “It's not just sales. The industry is so vast and so wide, that there are careers for every type of personality. … Whatever your personality type, whatever your strengths are, there is a job for you in insurance and risk management.” — David Cisneros

Andrew N. Mais was nominated by Governor Ned Lamont to be Connecticut's 33rd Insurance Commissioner. Mais is President-Elect and has served on the Executive Committee of the National Association of Insurance Commissioners since 2021. He currently serves on the International Relations, Property & Casualty, and Financial Regulation Standards committees. He also serves on the International Association of Insurance Supervisors (IAIS) Macroprudential and Executive Committees and on their Insurance Capital Standards Task Force. The IAIS is the international standard-setting body responsible for developing and assisting in the supervision of the insurance sector. Mais has led discussions in several forums on race, diversity, and inclusion at the state level and within the insurance industry and in insurance practices. He has also joined the efforts led by Governor Ned Lamont and Lt. Gov. Susan Bysiewicz to address social inequities in Connecticut, including the Council on Women and Girls and cultural competency initiatives. Mais is also Co-Chair of the NAIC's Special Executive Committee on Race and Insurance, charged with conducting research and analyzing issues of diversity and inclusion within the insurance sector. Mais previously was a member of Deloitte's Center for Financial Services, providing industry-leading thought leadership and insight on US and international regulatory affairs. Prior to that, he was a Director at the New York State Insurance Department. There he served four governors as part of the Department's senior leadership team through numerous events including the financial crisis of 2008 and major state and federal changes in health insurance regulations and laws. Even outside the government, Mais dedicated much of his life to public service. He most recently served as chair of the Council on Ethics for the town of Wilton, CT, where he lives. Other recent service includes the Maritime Aquarium of Norwalk; the American Red Cross; the Board of Finance of the Town of Wilton; and the Rotary Club of Wilton.  Highlights from the Show Commissioner Mais opened with the mentality that they are open at the Department, and that we are all in this together across the industry He believes we do not do a good job marketing ourselves as an industry and how much it has to offer people He has been on the regulator side through some major challenges in the industry, including the Great Financial Crisis and COVID Thinking about how to be innovative and supportive of change, you have to start at the core mission of regulators to protect consumers and the industry to protect people and help them recover from loss Regulators also have to protect competition and health in the market, and that takes innovation A precursor of innovation is a willingness and appetite to fail He's seeing a movement to reduce friction, like easier Life insurance pre-underwriting processes to a move to risk mitigation like we're seeing on Cyber The Department in Connecticut is keeping this in mind as they consider the flexibility they need to support these efforts Connecticut has been very collaborative and supportive of innovation in the industry, which Commissioner Mais sees as a function of a number of things, including the level of education in the state, the amount of insurance activity in the state, decisions of the administration to collaborate across departments and with business, etc Climate Change is on his mind, given that CT has the second highest concentration of coastal insured property in the country, so he's not just looking at access to insurance but also efforts to reduce exposure through smarter building decisions, mitigating actions, etc. States, being independent of each other and not part of a federal regulatory system, are all experimenting, trying things, and sharing their experience with each other As President-elect of the NAIC, Commissioner Mais sees the federated model of state regulation being a big contributor to the health and strength of the industry He leaves with the idea of Collaboration and working together as central to the future of the industry; an us vs. them mentality will not work That means every party needs to come together – consumers, companies, regulators – and see how we can get to Yes on ideas that are of genuine benefit in helping people get protected This episode is brought to you by The Future of Insurance Volume III. The Collaborators, part of the Future of Insurance thought leadership series (future-of-insurance.com) from Bryan Falchuk. Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of Hyperbeat Music, available to stream or download on Spotify, Apple Music, and Amazon Music and more.

Ross Conner, CIC, CRM is a Partner at Hotchkiss Insurance in Fort Worth, TX, where he focuses on helping middle market and franchise businesses grow through a compliant, consistent, and streamlined risk management program. Oh, and Ross is in Property and Casualty, not Employee Benefits. Now you might ask what is a P&C guy doing on a self-funded benefits podcast?! Well besides being hilarious (follow him on LinkedIn here ----> https://www.linkedin.com/in/ross-conner-cic-crm-9b1189a/ ) and having a truly remarkable life story, Ross also created a unique insurance captive to help manage risk at a very large children's activity franchise. Ross started his career as a general contractor building high-end homes, but an unfortunate downturn in the economy coupled with being overleveraged with inventory he couldn't sell ultimately led him down the path of bankruptcy. Ross was then in a position where he had to reinvent himself and eventually found his way into the world of insurance. In this episode, Ross emphasizes the power of Networking. He says networking played a crucial role in helping him turn his career around and how your network can create opportunities, generate leads, and open doors that can help you grow your business. Here are three tips to make the most of your network: 1. Attend events and conferences: One of the best ways to meet like-minded people and expand your network is by attending industry-specific events and conferences. These events bring together professionals from different backgrounds who share similar interests and can create opportunities for business collaborations. 2. Build genuine relationships: It's important to approach networking as an opportunity to build relationships rather than simply sell yourself or your business. Take the time to listen to others, understand their needs, and offer support and assistance where possible. 3. Follow-up: After connecting with someone, take the initiative to follow up with them. Send an email or set up a phone call to check in and keep the lines of communication open. This is a great episode for anyone who likes risk management, property and casualty discussions, insurance captives, personal growth, and a great redemption story! #contentcreation #insuranceindustry #careerjourney #entrepreneur #finance #bankruptcy #familylife #captives #propertyandcasualty #insurancecompliance #crossselling #technology #cybersecurity #emergingrisks #AI #podcastdiscussion #ChatGPT #businessstrategy #LinkedInmarketing #takingrisks #experiencedsharing #podcastingtips --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

Ross Conner, CIC, CRM is a Partner at Hotchkiss Insurance in Fort Worth, TX, where he focuses on helping middle market and franchise businesses grow through a compliant, consistent, and streamlined risk management program. Oh, and Ross is in Property and Casualty, not Employee Benefits. Now you might ask what is a P&C guy doing on a self-funded benefits podcast?! Well besides being hilarious (follow him on LinkedIn here ----> https://www.linkedin.com/in/ross-conner-cic-crm-9b1189a/ ) and having a truly remarkable life story, Ross also created a unique insurance captive to help manage risk at a very large children's activity franchise. Ross started his career as a general contractor building high-end homes, but an unfortunate downturn in the economy coupled with being overleveraged with inventory he couldn't sell ultimately led him down the path of bankruptcy. Ross was then in a position where he had to reinvent himself and eventually found his way into the world of insurance. In this episode, Ross emphasizes the power of Networking. He says networking played a crucial role in helping him turn his career around and how your network can create opportunities, generate leads, and open doors that can help you grow your business. Here are three tips to make the most of your network: 1. Attend events and conferences: One of the best ways to meet like-minded people and expand your network is by attending industry-specific events and conferences. These events bring together professionals from different backgrounds who share similar interests and can create opportunities for business collaborations. 2. Build genuine relationships: It's important to approach networking as an opportunity to build relationships rather than simply sell yourself or your business. Take the time to listen to others, understand their needs, and offer support and assistance where possible. 3. Follow-up: After connecting with someone, take the initiative to follow up with them. Send an email or set up a phone call to check in and keep the lines of communication open. This is a great episode for anyone who likes risk management, property and casualty discussions, insurance captives, personal growth, and a great redemption story! #contentcreation #insuranceindustry #careerjourney #entrepreneur #finance #bankruptcy #familylife #captives #propertyandcasualty #insurancecompliance #crossselling #technology #cybersecurity #emergingrisks #AI #podcastdiscussion #ChatGPT #businessstrategy #LinkedInmarketing #takingrisks #experiencedsharing #podcastingtips --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

Jason Scott is First Vice President for Alliant Insurance Services in Dallas, TX. Jason originally learned the art of sales from his Dad, who taught him how to sell without being "sales-y".  He also taught Jason the power of getting to the yes or the no as fast as possible, because the "maybe's" are career killers.  His Dad was actually instrumental in helping popularize a seasoning in the United States called "Tajin", which is a mixture of lime, chili powder, and salt, and is very popular within the Hispanic community. His first sales role was at Paycom, which inadvertently opened the door for him to enter the insurance world, as one of his payroll prospects was a large regional insurance brokerage in Dallas called MHBT.  They kept calling him back multiple times to present the same thing, but to new people, and he started to realize they were actually interested in hiring him to work for the firm instead! Jason was offered roles within MHBT in both the Employee Benefits and Property & Casualty departments,  but he gravitated toward EB because there were a couple of other young producers in that department he liked, plus he found the subject matter more interesting and creative. Eventually, he found himself at Alliant after the acquisition of his prior firm called Crystal & Company, and there he had the opportunity to help hone best practices within his new, larger employer.  Big on company culture, Jason stresses the idea of servant leadership and making sure the people that work for you feel valued and supported. Jason isn't all business, though, as he also coaches his young sons in baseball at a very competitive level.  However, it is not all about talent for him, as Jason brings the emphasis of team culture from his work life to the baseball diamond, and won't accept new players onto the roster based on pure ability alone.  They also need to be respectful, and polite to their coaches, and he also manages the expectations and egos of the parents as well. In the big picture of healthcare, Jason is bullish on the private sector to solve the problems we encounter and believes more consumer-driven plans will eventually prevail. He also believes innovation in our space is only going to accelerate, and that the BUCAH's of the world will continue to stay relevant as long as they can, but face stiff competition from new entrants into the market. Chapters 0:00 Intro to Jason 12:15 Bringing "Tajin" to the US 16:42 Developing Sales Skills 20:32 Working for Alliant 32:00 The Importance of Company Culture 36:16 Lessons from Baseball 42:55 Respect from your Peers 47:13 The Future of Healthcare 52:14 Closing Thoughts --- Support this podcast: https://anchor.fm/spencer-harlan-smith/support

Jason Scott is First Vice President for Alliant Insurance Services in Dallas, TX. Jason originally learned the art of sales from his Dad, who taught him how to sell without being "sales-y".  He also taught Jason the power of getting to the yes or the no as fast as possible, because the "maybe's" are career killers.  His Dad was actually instrumental in helping popularize a seasoning in the United States called "Tajin", which is a mixture of lime, chili powder, and salt, and is very popular within the Hispanic community. His first sales role was at Paycom, which inadvertently opened the door for him to enter the insurance world, as one of his payroll prospects was a large regional insurance brokerage in Dallas called MHBT.  They kept calling him back multiple times to present the same thing, but to new people, and he started to realize they were actually interested in hiring him to work for the firm instead! Jason was offered roles within MHBT in both the Employee Benefits and Property & Casualty departments,  but he gravitated toward EB because there were a couple of other young producers in that department he liked, plus he found the subject matter more interesting and creative. Eventually, he found himself at Alliant after the acquisition of his prior firm called Crystal & Company, and there he had the opportunity to help hone best practices within his new, larger employer.  Big on company culture, Jason stresses the idea of servant leadership and making sure the people that work for you feel valued and supported. Jason isn't all business, though, as he also coaches his young sons in baseball at a very competitive level.  However, it is not all about talent for him, as Jason brings the emphasis of team culture from his work life to the baseball diamond, and won't accept new players onto the roster based on pure ability alone.  They also need to be respectful, and polite to their coaches, and he also manages the expectations and egos of the parents as well. In the big picture of healthcare, Jason is bullish on the private sector to solve the problems we encounter and believes more consumer-driven plans will eventually prevail. He also believes innovation in our space is only going to accelerate, and that the BUCAH's of the world will continue to stay relevant as long as they can, but face stiff competition from new entrants into the market. Chapters 0:00 Intro to Jason 12:15 Bringing "Tajin" to the US 16:42 Developing Sales Skills 20:32 Working for Alliant 32:00 The Importance of Company Culture 36:16 Lessons from Baseball 42:55 Respect from your Peers 47:13 The Future of Healthcare 52:14 Closing Thoughts --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

In our latest video from The DYOJO Podcast we discuss three things: Overcoming the fear of creating content with an article in Property Casualty 360 Working with the right mentors with Whitney Wiseman Becoming an industry expert with Bob Blochinger IN THIS EPISODE: 0:00 Content, Coaches, and Courtrooms 0:48 Half-assed contractors - do you agree with Whitney? 2:46 Overcoming the fear of creating content with an article in PC360 4:40 Working with the right mentors with Whitney Wiseman 7:30 Becoming an industry expert with Bob Blochinger Thursdays are for The DYOJO Podcast - helping contractors shorten their DANG learning curve for personal and professional development. THANK YOU TO OUR SPONSORS: The Institute of Inspection Cleaning and Restoration Certification (IICRC) is a professional certification and standard-development non-profit organization for the inspection, cleaning, and restoration industries. Advocate Claim Service was founded to provide policyholders, brokers, and attorneys with a dedicated claim professional to develop a comprehensive claim presentation strategy. Read David Princeton's column, Dear David, in C&R Magazine. Author Jon Isaacson, The Intentional Restorer, shares his two decades of professional experience to help anyone involved with, or interested in, the art of estimating to shorten their DANG learning curve for improvement. How To Suck Less At Estimating: Habits For Better Project Outcomes. Theme music "Get Lifted" by Suganuts

Top 5 ways to save on property/casualty insurance Top 5 mistakes people make when purchasing property/casualty Umbrella Insurance Policies: what are they and what do they cover?

Phil Reynolds is the Co-founder and CEO of DevStride, an Enterprise Agile Planning tool that frees your team from project silos. DevStride raised a $3.3m pre-seed round in August of 2022 following 18 months of initial product development.Prior to DevStride, Phil was the Co-founder and CEO of BriteCore where he continues to serve as Chariman. BriteCore is a leading administration system for Property Casualty insurance that grew from a $6.1m seed-stage valuation in 2011 to a $180m Series B valuation in 2019.Phil is a frequent speaker and presenter and has been featured in numerous national publications. He has placed repeatedly in the the Inc 500, been named Missouri Governor's Entrepreneur of the Year. He has obtained certifications for Scaled Agile Leadership,Property Casualty Underwriting, and Leading Change in Complex Organizations through MIT's Sloan School of Management. He is also a member of the Acrew Capital Crew of Leaders, and an active LP in the First Close Partners Network.He is an avid fan of technology, music, whiskey, and car who enjoys mentoring first time founders whenever possible.Connect with Behind Company Lines and HireOtter Website Facebook Twitter LinkedIn:Behind Company LinesHireOtter Instagram Buzzsprout

In this recent episode, I sat down with a good friend, Jason Rodriguez, CEO of Prominent Insurance Services, an Insurance brokerage agency located in Delaware, covering their regional market area. His partnership with Prominent Insurance brings his strong client-centered skills to the organization. Jason explains how important for their franchisees is to produce more sales and how they help them in back office work. He discusses how the 5 Trillion insurance industry market works, the value proposition of the industry, and why it is recession-proof. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com  Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 Connect with Jason Rodriguez http://www.prominentagency.com/ https://www.linkedin.com/in/jason-rodriguez-06740028 https://meetfox.com/en/e/jason-rodriguez-1 jason@prominentagency.com   Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Who is Jason Rodriguez: How long has he been in the industry? The business opportunities in the insurance industry What are the benefits of owning a franchise with Oversees Prominent Insurance The differences between the Property and Casualty Insurance Industry What are the benefits of being an insurance agent in a recession-proof industry? Who the ideal franchisees are for Prominent Insurance The different types of agents that they are looking for What are the franchise opportunities of Prominent Insurance How to start and be a franchisee Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

When do you put teenagers on your policy? Blanket Liability Policies: should you purchase one? Replacement Costs vs Actual Cash Value - which is best for you to use when insuring your home? Advisor behavior that got under Todd's skin!

Todd Furniss talks with Patrick Wallace of Beyond Risk, a firm created to become the largest, most comprehensive, alternative risk-insurance company to aid middle-market clients manage their agency's risk. Beyond Risk combines years of best-in-class experience in Property & Casualty management, Employee Benefits, and Captive Management, Beyond Risk offers a comprehensive portfolio of end-to-end alternative risk solutions. To learn more please visit https://www.beyondrisk.com/https://www.TFIP.group/------------------------------------00:00 | Introducing Patrick Wallace of Beyond Risk01:29 | What does Beyond Risk do02:38 | What are alternative risk strategies06:58 | How does sharing the risk lower costs08:49 | How do costs at Beyond Risk compare to competitors11:28 | Where do CEOs get their insurance from20:25 | How do you break the mold of preconceived ideas21:17 | Do your connections create inertia23:51 | What perspectives do you contend with when talking to HR reps28:54 | What is the biggest challenge you face31:55 | Do you have a community for captives33:38 | Do you have a pool of information for new members35:00 | How can we do better to lower costs for all------------------------------------Todd Furniss is the author of the new book The 60% Solution: Rethinking Healthcare #Book https://bit.ly/36h3E4L#CivilDiscourse | #Fb bit.ly/3JwkaMv#CivilDiscourse | #Rumble bit.ly/3wnUsWU#CivilDiscourse | #YT bit.ly/3wmPdqz#Furniss | #LinkedIn bit.ly/3tBFjQd#Furniss | #Twitter bit.ly/36ASqaV#TFIP | #Instagram bit.ly/36ASDLf#TFIP | #TikTok bit.ly/3IrN7bh

Randy Gunn, BULLWEALTH's Client Strategist, explores the importance of Property & Casualty insurance within a client's overall wealth plan. Most of us, when we think about Property & Casualty insurance, we think of the risk that results from the loss or damage to property like our homes or cars, however PNC insurance, when applied in today's context, can protect us against so many other liabilities. Randy speaks with Melanie Wilcox, Chubb's Head of Personal Risk Services, to discuss both traditional and other types of PNC insurance that may include personal cyber security coverage or umbrella insurance that covers claims in excess of single coverage policies.

Like many episodes of Gimme Some Truth, this one on liability was developed from lots of advanced legwork, methodically sculpted until it reached its culmination at the time of recording. Well, that's not quite true. Clint Walkner – one of the founding partners of Walkner Condon – shared a personal anecdote about his own liability coverage a few minutes before the scheduled recording, and it snowballed from there. But, nonetheless, it's an important subject, with an actionable ending for you, the listener, from Clint. So, what would happen if your home burned down tomorrow? If you're a household employer, what if your nanny took a tumble down the stairs of your deck and broke their leg? While these are just hypothetical, there is a chance that these situations – or a version of them – could happen. And the last thing you want is to be left holding the proverbial bag when your coverage isn't sufficient. And in light of recent events – in particular, the increase in home values as well as home renovations during COVID – there's a chance the coverage you started with might not be enough. What's next? Give this episode a listen for your call to action from Clint, and then let us know if you completed the homework assignment. Questions, comments, or anything else you'd like us to cover on this topic? Don't hesitate to reach out to us via email at podcast@walknercondon.com. LINKS Watch on YouTube Walkner Condon's YouTube Channel Contact Us Meet with an Advisor --- Send in a voice message: https://anchor.fm/walkner-condon/message

Tips to reduce your insurance costsIs your roof really covered in case of a loss? Should you swerve and miss the deer who ran in front of your vehicle?  The answer will surprise you! TKM called it!  TKM confirms his calls in 2020 and 2021 and makes its newest call for 2022!

The U.S. Department of Treasury issues a “riveting” (wink, wink) statistical report each year about the insurance industry. This year's report indicates an 18% growth in a trillion-dollar industry just in the United States alone between 2020 and 2021, and all the numbers are pointing to another record year of growth this year. Once you add Medicare and Property & Casualty, we are looking at a 2-3 trillion dollar industry!     We are in an incredibly explosive industry that has more demand than agents to serve this exploding need. In this episode, Edward Pritchett, Senior Partner with Symmetry Financial Group, sits down with Roger Short to discuss why and how this industry has changed his life. He discusses how to become successful as an agent and scale as an agency builder. After 14 years in the business, Ed has over 700 active monthly writing agents in his agency. He shares his perspective on what people should know and consider when looking at this business and also how to set up your business to create long-term residual income. 

Find Rodney Harris & Wealth Management of the Carolinas online & on social media. www.WealthManagementCarolinas.com Facebook: @wealthmanagementcarolinas - https://www.facebook.com/wealthmanage... Twitter: @WealthCarolinas - https://twitter.com/WealthCarolinas LinkedIn: https://www.linkedin.com/in/rodney-ha... J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered lnvestment Advisor. Mitchell H. Beatty and P. Keith Riley are licensed insurance professionals. Chase Clontz is a licensed Property & Casualty insurance professional.  Wealth Management of the Carolinas and Brookstone Capital Management, LLC are not affiliated. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims-paying ability of the issuer.

Every business, regardless of the industry, must navigate the world of risk management. In commercial construction, Property Casualty insurance is a “must have”, not only for the protection of the company assets, but also for clients to even consider you for the project award.In this episode, we are fortunate to have Joe Wolf, the Sr. Vice President Alliant Insurance Services, Inc. Alliant is a full-service broker with over 7,000 employees nationally. Joe details how this company, with its broad base, can help him as a broker help you understand exactly what coverages you should have and how to get the best value from an insurance program.  Joe is a very successful and well respected broker and shares his thoughts about being “appropriately covered” in todays' construction market, neither under or over insured. He explains the basic types of coverages every business should have. He details the levels often required by the clients and shares his personal experiences with stories of those who were not covered adequately and the resultant unintended consequences. He describes how the business works so regardless of your level in the company, you will understand this often-overlooked issue.  Joe talks about the need for the owners to challenge your current insurance broker, even if you have a strong relationship, as it will be in the best interest of your company. In either case, you will understand what a good broker should provide for you. Insurance is not sexy but is essential when managing the risk we face every day in this business. Those who understand and embrace it won't be one of the unfortunate companies who were improperly insured.

Find Rodney Harris & Wealth Management of the Carolinas online & on social media. www.WealthManagementCarolinas.com Facebook: @wealthmanagementcarolinas - https://www.facebook.com/wealthmanagementcarolinas Twitter: @WealthCarolinas - https://twitter.com/WealthCarolinas LinkedIn: https://www.linkedin.com/in/rodney-harris-b00096212/ J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered lnvestment Advisor. Mitchell H. Beatty and P. Keith Riley are licensed insurance professionals. Chase Clontz is a licensed Property & Casualty insurance professional.  Wealth Management of the Carolinas and Brookstone Capital Management, LLC are not affiliated. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims-paying ability of the issuer.

The World Famous Insurance Dudes chat with Jason KillingsWe Are Insurance Dudes!!! We Are Here To Learn From All The Incredible Insurance Dudes And Dudettes We Speak With And To Pass The Knowledge Nuggets That We Learn To Our Dedicated And Amazing DudeNation!For All Things Related To Being An Insurance Dude or Dudette,  Incredible Tips, Amazing Tools, and Valuable Resources Check Out The Insurance Dudes Hub!https://www.theidudes.com/Are you interested in learning  “How To Predictably Sell 6-Figures A Month From Insurance Internet Leads While Saving You Time And Money!?"Head over to our free masterclass today! Click Herehttps://www.theidudes.com/masterclass-registration1619461457775..................................................................................................................................................................About JasonJason holds a Bachelor of Science degree in Commercial Aviation from the University of North Dakota and is an FAA Licensed Airplane Single & Multiengine Land; Commercial Instrument rated pilot with over 1,500 logged pilot hours, an FAA Certified Flight Instructor (CFI, CFII) and a former professional pilot (Corporate / Industrial Aid).He is a Licensed General Lines - Property Casualty Insurance Agent with extensive experience in Property Casualty and Life, Health, and Annuity Insurance having managed one of the largest full service Allstate Agencies in South Florida.Website: https://www.leadvolt.com/Linkedin: https://www.linkedin.com/in/jasonkillingsFacebook: https://www.facebook.com/groups/210633243534249/user/29400631

The World Famous Insurance Dudes chat with Jason KillingsWe Are Insurance Dudes!!! We Are Here To Learn From All The Incredible Insurance Dudes And Dudettes We Speak With And To Pass The Knowledge Nuggets That We Learn To Our Dedicated And Amazing DudeNation!For All Things Related To Being An Insurance Dude or Dudette,  Incredible Tips, Amazing Tools, and Valuable Resources Check Out The Insurance Dudes Hub!https://www.theidudes.com/Are you interested in learning  “How To Predictably Sell 6-Figures A Month From Insurance Internet Leads While Saving You Time And Money!?"Head over to our free masterclass today! Click Herehttps://www.theidudes.com/masterclass-registration1619461457775..................................................................................................................................................................About JasonJason holds a Bachelor of Science degree in Commercial Aviation from the University of North Dakota and is an FAA Licensed Airplane Single & Multiengine Land; Commercial Instrument rated pilot with over 1,500 logged pilot hours, an FAA Certified Flight Instructor (CFI, CFII) and a former professional pilot (Corporate / Industrial Aid).He is a Licensed General Lines - Property Casualty Insurance Agent with extensive experience in Property Casualty and Life, Health, and Annuity Insurance having managed one of the largest full service Allstate Agencies in South Florida.Website: https://www.leadvolt.com/Linkedin: https://www.linkedin.com/in/jasonkillingsFacebook: https://www.facebook.com/groups/210633243534249/user/29400631

Property Casualty Insurance Coverage pt 1 Property Casualty Insurance Coverage pt 1 will give you a beginning idea or what you will need to know about the Basics of Property Casualty Insurance coverage for the Exam : About the Exam: All questions in the exam are four-part multiple choice. The number of questions on the exam and how much time you get are different based on what state you live in, so you might want to check on that before you take the test. The ballpark is between 50 and 100 and the time can be between one to two and a half hours. You will have to use the https://home.pearsonvue.com site to find a testing center in your area so that you can take the test. Testing centers administer all sorts of tests. When you arrive at the center on the day of your test, you have to check in with the center and you cannot be late. If you are late, you will not be able to take the test unless you notified the testing center in advance with a valid reason, such as a family emergency. When you check in, you will need to show a valid form of photo identification, such as a passport or driver's license. During the test, you will have to place anything you are carrying into a locker for the duration of the test. This includes jewelry, watches, phones, etc. The testing room is monitored using cameras to keep the tests as honest as possible. You are expected to remain silent as a courtesy to other test takes and to make sure that no one is cheating. Before you take the actual test, you will complete a tutorial that walks you through how the test is to be taken. For Example if you live in Illinois here is the test handbook available at the Persons web site you would find similar information at Pearsons depending on what state you are taking the test. And here is a Sample Test for Illinois from Pearson s as well there is a charge to take this sample test. ©2022 InsuranceExamPodcast.com all rights reserved In your studies you may also be required to pass the Securities Industry Essentials Exam (The SIE Exam) If you need to take the SIE Exam, we have highly reviewed audio lessons for the SIE exam as well and sample lessons and more information may be found HERE If you need to pass the Series 7 Exam please listen to the podcasts at Series7Podcast.com If you are preparing for the Property Casualty Insurance Exam Insurance Exam Our audio course can get you ready! This Property Casualty Insurance Exam audio course is perfect for the busy student who wants to study while commuting, exercising or just getting around. Students who are busy and motivated take advantage of each spare moment to study. This Audio course serves this need. It allows you to study while walking, shopping, exercising, commuting, driving and any other activity that gets you our from behind a book at a desk or study area. Here is what is covered in this 10 hours of audio instruction. This first lesson is the first lesson in the series and covers Introduction to the Property Casualty Insurance Exam. This is a sample lesson of the full series of audio lessons.   If you need to pass the Series 7 Exam please listen to the podcasts at Series7Podcast.com Contact me if you have any questions

Lesson 3 The Insurance Policy for Property Casualty Insurance Exam, Insurance Exam Podcast Lesson 3 The Insurance Policy for Property Casualty Insurance will give you an idea or what you will need to know about the Basics of Property Casualty Insurance policies for the Exam : About the Exam: All questions in the exam are four-part multiple choice. The number of questions on the exam and how much time you get are different based on what state you live in, so you might want to check on that before you take the test. The ballpark is between 50 and 100 and the time can be between one to two and a half hours. You will have to use the https://home.pearsonvue.com site to find a testing center in your area so that you can take the test. Testing centers administer all sorts of tests. When you arrive at the center on the day of your test, you have to check in with the center and you cannot be late. If you are late, you will not be able to take the test unless you notified the testing center in advance with a valid reason, such as a family emergency. When you check in, you will need to show a valid form of photo identification, such as a passport or driver's license. During the test, you will have to place anything you are carrying into a locker for the duration of the test. This includes jewelry, watches, phones, etc. The testing room is monitored using cameras to keep the tests as honest as possible. You are expected to remain silent as a courtesy to other test takes and to make sure that no one is cheating. Before you take the actual test, you will complete a tutorial that walks you through how the test is to be taken. For Example if you live in Illinois here is the test handbook available at the Persons web site you would find similar information at Pearsons depending on what state you are taking the test. And here is a Sample Test for Illinois from Pearson s as well there is a charge to take this sample test. ©2022 InsuranceExamPodcast.com all rights reserved In your studies you may also be required to pass the Securities Industry Essentials Exam (The SIE Exam) If you need to take the SIE Exam, we have highly reviewed audio lessons for the SIE exam as well and sample lessons and more information may be found HERE If you need to pass the Series 7 Exam please listen to the podcasts at Series7Podcast.com If you are preparing for the Property Casualty Insurance Exam Insurance Exam Our audio course can get you ready! This Property Casualty Insurance Exam audio course is perfect for the busy student who wants to study while commuting, exercising or just getting around. Students who are busy and motivated take advantage of each spare moment to study. This Audio course serves this need. It allows you to study while walking, shopping, exercising, commuting, driving and any other activity that gets you our from behind a book at a desk or study area. Here is what is covered in this 10 hours of audio instruction. This first lesson is the first lesson in the series and covers Introduction to the Property Casualty Insurance Exam. This is a sample lesson of the full series of audio lessons.   If you need to pass the Series 7 Exam please listen to the podcasts at Series7Podcast.com Contact me if you have any questions

Lesson 2 Insurance Basics of Property Casualty Insurance Exam, Insurance Exam Podcast This Lesson 2 Insurance Basics of Property Casualty Insurance Exam will give you an idea or what you will need to know about the Basics of Property Casualty Insurance for the Exam : About the Exam: All questions in the exam are four-part multiple choice. The number of questions on the exam and how much time you get are different based on what state you live in, so you might want to check on that before you take the test. The ballpark is between 50 and 100 and the time can be between one to two and a half hours. You will have to use the https://home.pearsonvue.com site to find a testing center in your area so that you can take the test. Testing centers administer all sorts of tests. When you arrive at the center on the day of your test, you have to check in with the center and you cannot be late. If you are late, you will not be able to take the test unless you notified the testing center in advance with a valid reason, such as a family emergency. When you check in, you will need to show a valid form of photo identification, such as a passport or driver's license. During the test, you will have to place anything you are carrying into a locker for the duration of the test. This includes jewelry, watches, phones, etc. The testing room is monitored using cameras to keep the tests as honest as possible. You are expected to remain silent as a courtesy to other test takes and to make sure that no one is cheating. Before you take the actual test, you will complete a tutorial that walks you through how the test is to be taken. For Example if you live in Illinois here is the test handbook available at the Persons web site you would find similar information at Pearsons depending on what state you are taking the test. And here is a Sample Test for Illinois from Pearson s as well there is a charge to take this sample test. ©2022 InsuranceExamPodcast.com all rights reserved In your studies you may also be required to pass the Securities Industry Essentials Exam (The SIE Exam) If you need to take the SIE Exam, we have highly reviewed audio lessons for the SIE exam as well and sample lessons and more information may be found HERE If you need to pass the Series 7 Exam please listen to the podcasts at Series7Podcast.com If you are preparing for the Property Casualty Insurance Exam Insurance Exam Our audio course can get you ready! This Property Casualty Insurance Exam audio course is perfect for the busy student who wants to study while commuting, exercising or just getting around. Students who are busy and motivated take advantage of each spare moment to study. This Audio course serves this need. It allows you to study while walking, shopping, exercising, commuting, driving and any other activity that gets you our from behind a book at a desk or study area. Here is what is covered in this 10 hours of audio instruction. This first lesson is the first lesson in the series and covers Introduction to the Property Casualty Insurance Exam. This is a sample lesson of the full series of audio lessons.   If you need to pass the Series 7 Exam please listen to the podcasts at Series7Podcast.com Contact me if you have any questions

Episode 1 Introduction to the Property Casualty Insurance Exam, Insurance Exam Podcast This Episode is the Introduction to the Property Casualty Insurance Exam will give you an idea or what to expect when you take the Property Casualty Insurance exam for example: About the Exam: All questions in the exam are four-part multiple choice. The number of questions on the exam and how much time you get are different based on what state you live in, so you might want to check on that before you take the test. The ballpark is between 50 and 100 and the time can be between one to two and a half hours. You will have to use the https://home.pearsonvue.com site to find a testing center in your area so that you can take the test. Testing centers administer all sorts of tests. When you arrive at the center on the day of your test, you have to check in with the center and you cannot be late. If you are late, you will not be able to take the test unless you notified the testing center in advance with a valid reason, such as a family emergency. When you check in, you will need to show a valid form of photo identification, such as a passport or driver's license. During the test, you will have to place anything you are carrying into a locker for the duration of the test. This includes jewelry, watches, phones, etc. The testing room is monitored using cameras to keep the tests as honest as possible. You are expected to remain silent as a courtesy to other test takes and to make sure that no one is cheating. Before you take the actual test, you will complete a tutorial that walks you through how the test is to be taken. For Example if you live in Illinois here is the test handbook available at the Persons web site you would find similar information at Pearsons depending on what state you are taking the test. And here is a Sample Test for Illinois from Pearson s as well there is a charge to take this sample test. ©2022 InsuranceExamPodcast.com all rights reserved In your studies you may also be required to pass the Securities Industry Essentials Exam (The SIE Exam) If you need to take the SIE Exam, we have highly reviewed audio lessons for the SIE exam as well and sample lessons and more information may be found HERE If you need to pass the Series 7 Exam please listen to the podcasts at Series7Podcast.com If you are preparing for the Property Casualty Insurance Exam Insurance Exam Our audio course can get you ready! This Property Casualty Insurance Exam audio course is perfect for the busy student who wants to study while commuting, exercising or just getting around. Students who are busy and motivated take advantage of each spare moment to study. This Audio course serves this need. It allows you to study while walking, shopping, exercising, commuting, driving and any other activity that gets you our from behind a book at a desk or study area. Here is what is covered in this 10 hours of audio instruction. This first lesson is the first lesson in the series and covers Introduction to the Property Casualty Insurance Exam. This is a sample lesson of the full series of audio lessons.   If you need to pass the Series 7 Exam please listen to the podcasts at Series7Podcast.com Contact me if you have any questions

Show Notes Todd & Vicki welcome Insurance Professional, Carolyn Wilmes, to the show. In the wake of Southwestern Kentucky's worst storm in history, they navigate some of the world of property casualty insurance, the services provided, and the ratings that are given to insurance companies. . This episode is all about: Inflation Property Casualty Insurance Burial Policies Homeowner's insurance . Show Links www.tkmfsllc.com FB - @tkmfsllc 502.450.PLAN (7526) . Guest Links Carolyn Wilmes Assure America www.assureamerica.com . Sponsors . Show Sponsor Old Louisville Candy Kitchen 502.216.7330 www.gethappyballs.com . On-Air Partner Information Jennifer Bock Swan Financial jbock@swanhelp.com 502.649.7382 www.swanhelp.com . Rita Ernst - Ignite Your Extraordinary ritaernstconsult@gmail.com www.igniteextraordinary.com FB - @igniteextraordinary IG - @igniteextraordinary Connect with Rita on LinkedIn 502.235.6791 www.igniteextraordinary.com . Latanya Henry LMH Accounting lhenry@lmhaccounting.com 502.996.7150 www.lmhaccounting.com . Linda K. Hill Keller Willams Louisville East linda@jimmywelch.com 502.767.9744 www.jimmywelch.com/agents/lindahill . Advertising Partners Ntaba Coffee Haus www.ntabacoffeehaus.com . One Love Hemp Dispensary www.onelovehempdispensary.com . Willow Tree Imaging www.willowtreeimaging.com . Featured Artist: Tommy Sternberg - "Walk on the Water"

Host Kevin Brandt hosts this one with guests: Chaundra Monday – Product Manager, Progressive Chris Ziance – Business Leader of Government Affairs, Progressive Robert Gordon – Sr. Vice President of Policy, Research & International, American Property Casualty Insurance Association Risk-based pricing. It's a method used by insurers to set policy prices. But what rating variables are used and is risk-based pricing really the best tool to predict future losses? It's a hot topic in insurance, but what does it really mean for the industry…and consumers? Our team of industry experts walks host Kevin Brandt through the whys and how it all works and explains where agents fit into the model and how it impacts them too. Join Chris Ziance, business leader of government affairs with Progressive Insurance; Chaundra Monday, project manager with Progressive; and Robert Gordon, senior vice president of policy, research, and international with the American Property & Casualty Insurance Association for this informative and interesting discussion. And before you click to get started, Agency Nation wants to share some fun facts about our guests!  When they aren't talking actuarial science, this group has eclectic hobbies and stories of their own. Chris has run 39 marathons or ultramarathons in 33 states!  Chaundra is a huge fan of comedic true crime podcasts. And Robert has a long history on Capitol Hill. The first legislation he worked on as a committee counsel in the US House of Representatives was an insurance anti-redlining bill back in the early 1990s. You won't want to miss all their insights!  

Host Kevin Brandt hosts this one with guests: Chaundra Monday – Product Manager, Progressive Chris Ziance – Business Leader of Government Affairs, Progressive Robert Gordon – Sr. Vice President of Policy, Research & International, American Property Casualty Insurance Association Risk-based pricing. It's a method used by insurers to set policy prices. But what rating variables are used and is risk-based pricing really the best tool to predict future losses? It's a hot topic in insurance, but what does it really mean for the industry…and consumers? Our team of industry experts walks host Kevin Brandt through the whys and how it all works and explains where agents fit into the model and how it impacts them too. Join Chris Ziance, business leader of government affairs with Progressive Insurance; Chaundra Monday, project manager with Progressive; and Robert Gordon, senior vice president of policy, research, and international with the American Property & Casualty Insurance Association for this informative and interesting discussion. And before you click to get started, Agency Nation wants to share some fun facts about our guests!  When they aren't talking actuarial science, this group has eclectic hobbies and stories of their own. Chris has run 39 marathons or ultramarathons in 33 states!  Chaundra is a huge fan of comedic true crime podcasts. And Robert has a long history on Capitol Hill. The first legislation he worked on as a committee counsel in the US House of Representatives was an insurance anti-redlining bill back in the early 1990s. You won't want to miss all their insights!  

There are a million ways to make it in America! Listen in tonight with Scott Brown...a great guy that represents customers in a conservative industry...aviation insurance...everything needs insured and customer service is paramount!

You've heard about homeowners, auto, life, annuity, and health insurance – but how are they different and more importantly what do they have in common? Join your host Ilana Kauffman while she talks to our experts Stacy Koron and Stephen Fisher as they discuss the different aspects of insurance categories and the careers available. As our world changes around us, so does insurance and the careers within it and the need for creativity and innovation. Insurance is more than the usual life, home and car insurance – we are now in the world of Kidnap and Ransom insurance, Cybersecurity, pet insurance, electronic sales – and so much more! Featuring: Stacy Koron, Principle, Milliman Stephen Fisher, Beazley Hosted by: Ilana Kauffman, Director of Compliance, Wysh Life and Heath Insurance Company

Kryzten Valerio is The National Alliance's very own Client Services Lead and Trainer, who brings six years of experience in client-facing roles to her position. She leads her team in developing new and strengthening existing relationships with our participants and vendors. She is passionate about Hispanic representation and brings that passion to all aspects of her life. Outside of her role at The National Alliance she is a photographer and runs a foodie blog with her husband: the ultimate foodie guide in ATX.Devin Delatorre is the result of more than three decades of his family's insurance business. After he acquired his Bachelors in Business Administration, he obtained his 220 licenses and CPIA designation. He is also the president of the LAAIA. He has served seven years as a board member. In his position as executive partner in Delatorre Insurance, he has strived for the last several years to grow his business and uphold his father's legacy. In his leisure time, he loves to watch and play all kinds of sports and travel with his family.Ariel Rivera, MBA, CIC, CPIA has been in the Insurance industry since 2004 when he began his career in the John Hancock's Career Agent Program. That same year he obtained his Bachelor's Degree in Social Sciences with a double major in Economics and Political Science from the University of Puerto Rico. He also became licensed in Life & Health and Property & Casualty in 2005. As part of his college education, in 2001 he attended the University of Massachusetts (UMASS) in Amherst, MA as a member of the National Student Exchange Program. In 2005 he started his first independent insurance agency in San Juan, PR. Early in his career, he became passionate about teaching and coaching insurance and started instructing new agents at different agencies in Puerto Rico. While working in the insurance business and already an Independent Agency Owner, in 2007 he obtained his Master's in Business Administration Degree (MBA) from the Interamerican University of Puerto Rico. In 2008, Mr. Rivera obtained his Certified Insurance Counselor (CIC) designation from The National Alliance for Insurance Education & Research. That same year, he founded Ariel Rivera & Asociados, Inc. Insurance Agency, specializing in Commercial Property & Casualty Insurance. His enthusiasm for insurance education and his passion for the industry led him to become a faculty member at The National Alliance for Insurance Education and Research. There, he teaches the Certified Insurance Service Representative (CISR) program and serves as a mentor for new instructors entering the CISR faculty. Since 2015, he has served as the National Director of Professional Insurance Agents of Puerto Rico & The Caribbean (PIA of PRC) for the National Association of Professional Insurance Agents (PIA National). In 2018 he also joined the Board of Directors of the American Insurance Marketing & Sales Society (AIMS Society) where he works actively in insurance continuing education and is also a faculty member. In 2019 he founded Deer Insurance Agency, LLC, in Jacksonville, FL: a scratch independent insurance agency that specializes in home, auto, flood, and small business insurance solutions. At the end of 2020, he also founded Fun Insurance Solutions, LLC, a marketing and advisory agency dedicated to helping insurance professionals around the country, Puerto Rico, and USVI through education, podcasting, workshops, boot camps, and Mergers & Acquisitions (M&A). In September 2021, he was elected to the PIA National Executive Committee, where he will go through the Executive Committee chairs until September 2024 when he will become the PIA National President.

Financial Planner and Property & Casualty insurance professional Chad MacKenzie joins Jason for a look at what financial planners need to know about P&C insurance. Remember to subscribe and earn your continue education credits at bccquiz.online! Supplementary Materials: Mackenzie Insurance Group Inc

Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Nick Starr, President & Personal/Commercial Insurance Architect with The Starr Group, to discuss property and casualty insurance and what know know about the replacement value of your home.

Today we're joined by Brenda Austenfeld from RT Specialty. Brenda is the President National Property Practice Managing Director at RT Specialty. Brenda brings over 30 years of experience and wisdom in the risk management arena. In our conversation, we discuss how RT Speciality leveraged its vibrant culture to adapt and thrive during the challenging year of the pandemic. She also shares the power of enthusiasm in motivating teams, and provides thoughts on the road ahead for the Property Casualty space in 2021 and beyond. Connect With Brenda and RT Specialty Here Make sure you stop by http://www.rllinsure.com/podcast. We want to give you some cool free stuff. While you're there you can learn why multi-family property owners, property managers, and investors chose RLL. Are you an insurance agent that writes habitational risk? Stop by http://www.rllinsure.com/podcast to learn why agents around the country recommend RLL and how they get paid well to do it. Thanks again for listening to the show. We'll see you next time.

Jane Possell is Senior Vice President and Chief Information Officer for CNA, responsible for all aspects of the company's technology portfolio. Jane joined CNA in 2019 from Liberty Mutual where she served in a variety of roles, both in business and technology areas. She was most recently responsible for all Small Commercial and Personal Lines Digital Technology. Prior to that, Jane spent more than 20 years at Accenture working with 20 of the top 25 U.S. Property & Casualty insurers. As a Managing Director for Accenture, Jane led account teams of up to 750 responsible for identifying, shaping and delivering client solutions, while building internal capabilities for Accenture. Jane has extensive experience leading global teams and building and executing Diversity & Inclusion strategies. She is passionate about developing leaders and teams that co-create high-quality organizational cultures and use the power of diversity to drive business results. Jane holds dual degrees in Finance and Communications from University of Wisconsin-Whitewater. She is also a graduate of the Leadership Development Program from the IMD Business School in Lausanne, Switzerland. Notes from the episode Consolidation of distribution players across the board Insurance exchange platforms (Bold Penguin, Insureon, etc) Everyone rushed to integrate with them, especially on small commercial In the last 12-18 months, we've seen a rush of acquiring them (Aon buys CoverWallet, AmFam buys Bold Penguin) Seeing some of the distribution players buying innovation companies to ostensibly build a new platform to distribute their products differently This all leads us to question how we've sold, prospected, etc, and what will change here. How will AI going to play into the lead gen space, and especially moving beyond personal lines Blockchain as a way to distribute data, but retain control Initial use cases seem to be focused on the regulatory area as a way to get the data into the places that require it, but allow carriers to retain  control of the data Increased awareness of and focus on security means the additional control you can retain is really attractive Blockchain can become a natural extension of internal data and analytics work that's gone on because it's a way to share data, so it can bolster what your analytics can do When will we move from building solutions to putting them together (by aggregating all the best-of-breed point solutions available)? The Cloud enables democratizing data so you can do more with it in more places, and to do so relatively inexpensively Using outcomes to anchor technology investments Focus on business agility and flexibility more so than just speed when looking at Agile Focusing on outcomes rather than replacing a system Jane's advice to CIOs is to make the Technology organization in a company part of the business fabric, being curious and interested This episode is brought to you by Medallia (Medallia.com), and the book series, "The Future of Insurance: From Disruption to Evolution" by Bryan Falchuk (future-of-insurance.com). Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of UPbeat Music, available to stream on Spotify, Apple Music, Amazon Music and Google Play. Just search for "UPbeat Music".

Today's guest has one of the biggest single jobs in our business. As President of Property & Casualty for Swiss Re in the US Keith Wolfe has huge responsibility This is because on most measures his employer is the largest writer of reinsurance in the US. This gives him unrivalled visibility on what is the largest insurance market in the world. I have met Keith many times in the past, chairing him at US-based conferences. He is always good-humoured and always says it like it is in ways that you might not expect from someone who is part of such a large multinational organisation. I'm happy to report that in this encounter he was on excellent form as we dissected the US market from top to bottom via Covid, Casualty, Cyber, Insurtech, automatic underwriting and of course the state of the market and the prospects for upcoming renewals. LINKS: We thank our naming sponsor AdvantageGo - enabling an enterprise view of exposure: https://www.advantagego.com/ We also thank Claims Direct Access (CDA) for their support today: https://www.claimsdirectaccess.com/

Richard Liskov of the City Bar’s Insurance Law Committee speaks with the Vice President of the APCIA (American Property Casualty Insurance Association).

Chubb (CB) is a combination of Chubb Insurance and ACE. Contrary to what people may assume, ACE actually acquired Chubb, not the other way around. Chubb's brand has generally been better received than ACE's so it made sense for the company to take on the Chubb name. Nevertheless, this remains very much “ACE in sheep's clothing”, as CEO Evan Greenberg has said in the past. Greenberg rose to prominence at AIG while his father Hank was still the domineering CEO. After taking a year off, Evan joined ACE as the CEO and proceeded to make acquisitions and scale up the insurance business. While doing that, he was able to establish loss and expense ratios, as well as returns on equity, that generally outperformed the industries. The Chubb acquisition is the largest yet and will undoubtedly be a large focus of the earnings report. The company has not yet made material adjustments to its Purchase Price Allocation accounting but, as noted in the video, it is important to keep an eye on how this evolves. The other main area to pay attention to will be pricing. How has underwriting discipline been maintained (or lost) during the quarter and how does management expect it to evolve. There has been some areas of softness so far this year but it has yet to metastasize into a wide spread Property & Casualty disease. CB will be an excellent bellwether for the industry in that respect. When dealing with financials, the headline numbers can often be misleading so it is important to look at these other factors that demonstrate the underlying health of the corporate entity. We will be looking for numbers to support management's belief in the acquisition so that we can build more confidence around our investment thesis for the stock. Bloomberg's consensus forecast for the quarter is:· EPS: $2.57· Revenue $8.14 billion Note that figures quoted in the video may not be the same as numbers in the article. The data are sourced from Bloomberg and may change as analysts update their models prior to the report. This is part series of a series of preview videos released for the Q3 earnings season so please let us know if there is a stock you would like us to cover. You can tweet at us @tuskmediallc.Follow us on Twitter: https://www.twitter.com/TuskMediaLLCCheck out our video archive: https://www.youtube.com/channel/UCT1iK2MbBjXGCyni_CKxB9Q

Debbie Russell, Certified Insurance Counselor, has over 30 years in Marketing for Insurance Companies helping insurance agents develop new business opportunities in the Property & Casualty industry. She realizes the importance of Social Media to Agencies and especially producers for prospecting and client retention. Social Media can answer the question that new and prospective clients have... “Who Are You?” Social Media is a Powerful Marketing tool that when used properly can develop new business leads and put you in ahead of the others trying to vie for their attention. Personal Branding and Creating your online Reputation as the “expert” is more than just joining Facebook or Linkedin. Debbie shares information and tools that can help you get started so that you can be successful in this Social Media age. She currently markets My Branding System, which is a complete turnkey system to get people started in social media by branding themselves as the experts in their field. You can contact Debbie at: Watch Debbie: http://youtu.be/wu142kOZ6OQ debbie@DebbieRussell.me 561-613-2622 @_DebbieRussell

Warren Farrar, president and chairman of the Chartered Property Casualty Underwriters Society, explains how The Society is there to help its 25,000 members achieve success in the insurance industry

Douglas Holtz, president of the Chartered Property Casualty Underwriters Society, on the value membership in CPCU Society brings in difficult economic times.

Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Nick Starr, President & Personal/Commercial Insurance Architect with The Starr Group, to discuss property and casualty insurance and what know know about the replacement value of your home.