7:30 AM Continuing Education Registration
Coffee, Tea, Bagels and Pastries
Please be in course room by 8:00 AM
8:00 AM - 11:00 AM Continuing Education Class -
"Retaining Clients Through Effective Renewal Review"
(3 CE Points for all Licenses)
with Instructor, John Fear, CISR, CPIA
Successful agents have understood that one of the most critical components of retaining clients is being the only agent they interact with. By ensuring that your agency is able to effectively, systematically and professionally determine your client’s needs and then offer products that will meet those needs, you will be able to affect both the retention of current clients while also developing a better quality of referrals from those same clients.
11:00 AM Networking with your Service Companies & Insurance Community - (Cash Bar)
Coffee, Tea, Bagels and Pastries
Please be in course room by 8:00 AM
8:00 AM - 11:00 AM Continuing Education Class -
"Retaining Clients Through Effective Renewal Review"
(3 CE Points for all Licenses)
with Instructor, John Fear, CISR, CPIA
Successful agents have understood that one of the most critical components of retaining clients is being the only agent they interact with. By ensuring that your agency is able to effectively, systematically and professionally determine your client’s needs and then offer products that will meet those needs, you will be able to affect both the retention of current clients while also developing a better quality of referrals from those same clients.
11:00 AM Networking with your Service Companies & Insurance Community - (Cash Bar)
12:15 PM Luncheon: (menu to follow) with our Guest Speakers: Darryl Strawberry and John Welper
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Darryl Strawberry is described as a legend by many who have been dazzled by the dynamics of his game, the power he possessed at the plate and the story of redemption that continues to bring hope to so many lives. He has earned the legendary nicknames and phrases of one of the most feared homerun hitters in the game of baseball, Straw’s Sweet Swing, Strawberry’s Field Forever and The Legendary Straw Man!
Today, as an ordained Minister, Darryl’s purpose and passion is serving The Lord Jesus Christ by speaking a message of hope and helping others transform their lives through the power of the gospel. “I was once very lost and tormented but now I am found and free in Christ Jesus. I want everyone to experience the saving and transforming power of Jesus Christ.” -Darryl Strawberry |
- 2016 Appointed as an Advisory Board Member of SAMSHA (Substance Abuse Mental Health Services Administration)
- 2014, New Book Release, “The Imperfect Marriage”, Help for Those Who Think It’s Over, with wife Tracy Strawberry
- 2014 Co-Founder Darryl Strawberry Recovery Center in Orlando, Florida
- 2011 Founded Strawberry Ministries www.strawberryministries.org
- 2010 Donald Trump’s Celebrity Apprentice
- 2009 New York Times Best Selling Author: Straw Finding My Way
- 4 World Series Titles: New York Mets 1986, New York Yankees 1996, 1998, 1999
- 8 Time National League All-Star: 1984-1991
- National League Homerun Leader (1988)
- 1983 National League Rookie of the Year: New York Mets
- 1983 Topps All Star Rookie of the Year
- 2 Time NL Silver Slugger Award: 1988, National League Slugging Percentage Leader: 1988
- 20 Home Run Seasons 10x’s over: 1983-1991, 1998
- 30 Home Run Seasons 3x’s over: 1987, 1988, 1990
- 100 RBI Seasons 3x’s over: 1987, 1988, 1990
- 100 Runs Scored Seasons 2x’s over: 1987, 1988
- 2 Time Cancer Survivor
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Darryl Strawberry is Sponsored by:
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A vital resource in mergers and acquisitions (M&A), as of December 31, 2017, John Wepler has personally advised on 207 M&A transactions since joining Marsh, Berry & Company, Inc. (“MarshBerry”) in 1991. He is an in-demand industry speaker because of his extensive knowledge in organic growth management, valuation enhancement strategies, business planning, perpetuation, financial management and M&A. As Chairman and Chief Executive Officer of MarshBerry—and CEO of the wholly-owned FINRA registered broker/dealer MarshBerry Capital, Inc.—John’s leadership and industry experience has benefitted many insurance industry professionals.
A Respected Adviser: John’s stewardship in the insurance industry has positioned him over the years as a sought-after adviser and chairperson for a range of organizations. He currently serves as an adviser to the board for the Worldwide Broker Network. Previous board positions include the Chairman of the Board of the Midwest Division of the Insurance Industry Charitable Foundation (IICF), the IICF’s national Board of Governors, Independent Insurance Agents & Brokers of New York, the American Bankers Insurance Association, and adviser to the Disabled Veterans Insurance Careers (DVIC) Board.
An Industry Mentor: John brings his deep advising experience to the ground level at industry seminars and events, as a keynote speaker and leader of executive forums. He strongly believes in advancing the industry and growing businesses through peer engagement and benchmarking. He is often a keynote speaker at insurance carrier elite meetings, national conferences and leadership forums, including:
Professionally, he currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79, 99, 24 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh Berry & Co., Inc. John earned his bachelor’s degree in finance from Ohio University and has a master’s degree in business administration from Kent State University.
A Respected Adviser: John’s stewardship in the insurance industry has positioned him over the years as a sought-after adviser and chairperson for a range of organizations. He currently serves as an adviser to the board for the Worldwide Broker Network. Previous board positions include the Chairman of the Board of the Midwest Division of the Insurance Industry Charitable Foundation (IICF), the IICF’s national Board of Governors, Independent Insurance Agents & Brokers of New York, the American Bankers Insurance Association, and adviser to the Disabled Veterans Insurance Careers (DVIC) Board.
An Industry Mentor: John brings his deep advising experience to the ground level at industry seminars and events, as a keynote speaker and leader of executive forums. He strongly believes in advancing the industry and growing businesses through peer engagement and benchmarking. He is often a keynote speaker at insurance carrier elite meetings, national conferences and leadership forums, including:
- Council of Insurance Agents & Brokers conferences
- Chubb Wharton Executive Leadership Training
- Selective Executive Symposiums
- S&P Global Market Intelligence investment workshops
Professionally, he currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79, 99, 24 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh Berry & Co., Inc. John earned his bachelor’s degree in finance from Ohio University and has a master’s degree in business administration from Kent State University.
1:30 PM Frances P. Bartlett Scholarship Awarded, Insurance Professional of the Year Awarded
2:15 PM Short Break
2:45 PM Insurance Trivia Fun! (with 1 CE point for all licenses) with Open Bar, Pub Grub and Prizes
2:15 PM Short Break
2:45 PM Insurance Trivia Fun! (with 1 CE point for all licenses) with Open Bar, Pub Grub and Prizes
