NAILBA Perspectives - Winter 2018 - 26

index of advertisers
AIG 17
www.aig.com/lifeinsurance

FSEdNet 6
www.ourfsednet.com

NAILBA 37 27
www.nailba.org/nailba37

Mutual of Omaha 3
www.mutualofomaha.com

Broker World 4
www.brokerworldmag.com

Life Happens IFC
www.lifehappens.org

Prudential BC
www.prudential.com

E&O Insurance Program 25
www.nailba.org

NAILBA Charitable Foundation 8
www.nailbacharitablefoundation.org

National Purchasing Partners 6
https://mynpp.com/association/
nailba

events calendar
Listed below are industry events that may be of use or interest to members of the brokerage community.

april-may
2018
April 29-
May 1 | A
 ALU

june 2018

september
2018

24-27 | M
 DRT Annual

Washington, DC
www.aalu.org

Meeting
Los Angeles, CA
www.mdrt.org

18-21 | N
 AIFA
Performance
+ Purpose
San Antonio, TX
www.naifa.org

november
october
2018
2018
1-3 | N
 AILBA 37
Orlando, FL
www.nailba.org/nailba37

May
22-23 | N
 AIFA
Congressional
Conference
Washington, DC
www.naifa.org

brokerage in motion

(If you have personnel changes to contribute to the next issue of brokerage in motion, please send press
releases or notices to the Perspectives editor, Susan Klemmer, at sklemmer@nailba.org.)

As of January 1, Sam Corey III is now President
and owner of NAILBA member agency The Brokerage
Resource, while his father, Sam Corey, Jr., remains
as Founder.
Sam Corey, Jr., built The Brokerage Resource from the
ground up in 1992 to become the established Field
Marketing Organization that it is today. His new role
will be as an advisor and consultant to the firm, focusing on maintaining the steadfast relationships he's built over the years
with industry leaders, and providing guidance. Sam III has been Chief
Operating Officer for the past 18 months, and has continued to steer the
business in the direction his father set forth, growing the firm, and adding a broad portfolio.
They welcome any comments or questions you may have, and look forward
to a prosperous 26th year with Sam III at the helm. Sam Jr can be reached at
sam@tbrins.com and Sam III can be reached at sam3@tbrins.com.
On February 16, NAILBA member Insurance Designers
of America, LLC announced that J. Craig Collins has
joined the firm as President. In his role, Collins will
direct general business development including creating
strategic business initiatives and expanding sales and
marketing activity for the organization. Additionally,
he will have primary responsibility for managing relationships with partner insurance carriers.
26 perspectives WINTER 2018

"We are thrilled to have Craig join our team," said Craig Waldenmaier, Chairman of the Board at Insurance Designers. "He is widely known and respected
in our industry. His leadership will be invaluable. Craig's tireless energy,
passion for the insurance business and his vast knowledge and experience
will enhance our efforts to grow our business from independent producers
and institutional clients."
With more than 40 years experience, Collins brings broad-based knowledge
of the financial services industry and leadership experience in managing
and developing independent distribution.
"I am honored and excited to be with Insurance Designers," noted Collins. "I have enjoyed a great relationship and been very familiar with the
organization and its members for many years. They are highly respected in
our industry for their professionalism and integrity. As one of the largest
Insurance Marketing Organizations they are recognized for their superior
support of their distribution partners. I am looking forward to working with
the membership."
Collins will be replacing Dick Schuettner who will be retiring March 31. Greg
Patterson, Principal at Advisors Financial Group and immediate past Chairman at Insurance Designers commented, "Dick has done an excellent job
during his time with us. We are grateful for his contributions as Dick has
been instrumental in helping to lay a foundation for Craig and our membership to continue on our growth trajectory."
J. Craig Collins can be reached at craig@ida-national.com and Dick
Schuettner can be reached at dick@ida-national.com.


http://www.aig.com/lifeinsurance http://www.ourfsednet.com http://www.nailba.org/nailba37 http://www.mutualofomaha.com http://www.brokerworldmag.com http://www.lifehappens.org https://mynpp.com/association/nailba http://www.prudential.com http://www.nailba.org http://www.nailbacharitablefoundation.org http://www.nailba.org/nailba37 http://www.aalu.org http://www.mdrt.org http://www.naifa.org http://www.naifa.org

Table of Contents for the Digital Edition of NAILBA Perspectives - Winter 2018

NAILBA Perspectives - Winter 2018
Contents
Chairman's Corner
CEO Insights
NAILBA’s Member Benefits: Are You Taking Advantage of Everything that Might Help You and Your Firm?
NAILBA Charitable Foundation
NAILBA 36 Highlights
Legislative Update
Life Happens
Agency Successor Networking Group
Calendar of Events
Brokerage in Motion
Index of Advertisers
NAILBA Perspectives - Winter 2018 - NAILBA Perspectives - Winter 2018
NAILBA Perspectives - Winter 2018 - Cover2
NAILBA Perspectives - Winter 2018 - 3
NAILBA Perspectives - Winter 2018 - 4
NAILBA Perspectives - Winter 2018 - Contents
NAILBA Perspectives - Winter 2018 - 6
NAILBA Perspectives - Winter 2018 - Chairman's Corner
NAILBA Perspectives - Winter 2018 - 8
NAILBA Perspectives - Winter 2018 - CEO Insights
NAILBA Perspectives - Winter 2018 - NAILBA’s Member Benefits: Are You Taking Advantage of Everything that Might Help You and Your Firm?
NAILBA Perspectives - Winter 2018 - 11
NAILBA Perspectives - Winter 2018 - 12
NAILBA Perspectives - Winter 2018 - 13
NAILBA Perspectives - Winter 2018 - 14
NAILBA Perspectives - Winter 2018 - 15
NAILBA Perspectives - Winter 2018 - NAILBA Charitable Foundation
NAILBA Perspectives - Winter 2018 - 17
NAILBA Perspectives - Winter 2018 - NAILBA 36 Highlights
NAILBA Perspectives - Winter 2018 - 19
NAILBA Perspectives - Winter 2018 - 20
NAILBA Perspectives - Winter 2018 - Legislative Update
NAILBA Perspectives - Winter 2018 - Life Happens
NAILBA Perspectives - Winter 2018 - 23
NAILBA Perspectives - Winter 2018 - Agency Successor Networking Group
NAILBA Perspectives - Winter 2018 - 25
NAILBA Perspectives - Winter 2018 - Index of Advertisers
NAILBA Perspectives - Winter 2018 - Cover3
NAILBA Perspectives - Winter 2018 - Cover4
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