Producer Development Series 2: RESCHEDULED to NEW DATE

  • May 15, 2013
  • 8:30 AM - 12:00 PM
  • BB & T Insurance Services - Fullerton

Finding, Developing, Engineering for Success
3-hour CE: 291610

In 2011, IIABOC presented continuing education forums on AGENCY PERPETUATION and MERGER and ACQUISITIONS. Members learned about Agency Succession Planning, Valuations and Acquisitions Options and Terms. Overwhelming our members felt these sessions had significant value and asked for similar continuing education forums. With our industry constantly changing, members asked for a PRODUCER DEVELOPMENT curriculum.

In 2013, we are offering you PRODUCER DEVELOPMENT - a model for tomorrow - continuing education forums. During this 3 part curriculum (3 CE Credits per session). In this 3 part series, Agents will be introduced to Sales Strategies during our changing times and Strategies on finding, developing, training, compensating and retaining producers- A PLAN FOR TOMORROW TODAY.
Finding, Developing, Engineering for Success
(Course Number: 291610)
Wednesday, May 15th (NEW DATE)
Registration: 8:30 AM
Session: 9:00 AM -12:00 PM
Register online

Producer & Other Agency Compensation, Contracts & Vesting/Equity
(Course pending approval with the CA Department of Insurance)
Wednesday, May 15th
Registration: 12:30 PM (NEW TIME)
Session: 1:00 - 4:00 PM 
Register online

Continental Breakfast will be served: Coffee, Juice, Fruit and Rolls

Cost for Members:
Single Session: $80
Cost for Non-Members:
Single Session: $150
(Join today and save $150!)

Register for membership and receive a $100 credit toward course. Registration for membership and a session must be completed at the same time. Credit will be applied within 7-days of receipt).

Cancellation / No-Show Policy: Cancellations must be received 2 weeks before meeting for full refund. Cancellations received within 2 weeks of meeting are non-refundable. All no-shows are non-refundable.

BB&T Insurance
680 Langsdorf, Fullerton
Oak & Associates: Catherine Oak, our speaker is founder of Oak & Associates, an international merger, acquisition and financial insurance agency consultant. Catherine is an expert on Agency Acquisitions and Mergers, agency management and valuation. She will be providing critical information you need to form Sales Strategies for the future with Strategies for finding, developing, compensating and retaining producers today for tomorrow, as well as managing the sales efforts of your agency in difficult times. See for more on her philosophy and expertise.

Proud Sponsors of the Producer Series

BB & T Insurance Services

Liberty Mutual Insurance  Neilson Marketing Services

2023 Program Sponsors








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