- Category: What's Happening
- Friday, 19 April 2013
- By Super User
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Marketing and Selling Insurance
Industry Event Spotlight:
A global summit focused on data and technology. ACORD2015 will address the changes facing tomorrow’s insurance industry and point the way toward solutions.
ACORD2015 will offer in-depth ACORD Standards and architecture content, recognized keynote speakers and up-to-the minute business and technology topics.
New ideas and new technologies are changing our industry faster than ever before. You need to embrace these changes to stay in the game. ACORD2015 is the place to learn how.
ACORD2015 will be held at the Boca Raton Resort in Boca Raton, Florida on November 2-4, 2015. For more information, you can visit www.acord.org/acordevent
All NAAIA agents will receive the reduced agents registration rate of $199. All other NAAIA members will receive the ACORD member registration fee of $599 to attend ACORD 2015 (regular non-member registration is $1,699)
When registering, use code: NAAIA2015
San Francisco Chapter
The San Francisco NAAIA Chapter will be holding it's 3rd Annual Scholarship Golf Tournament on July 24, 2015
Please click here to view the event flyer
Please click here if you would like to help sponsor the event
We have started the year off with important information in growing our business in today's world. We are grateful to Isaiah Nathanial for conducting this informative workshop. Special thanks to MetLife's Kelly Rettig and Craig Lyles for their sponsorship. We look forward to working together with MetLife to attract young adults into the insurance industry. Congratulations to Wendy Hicks for doing a great job in putting this awesome event together. Our membership continues to grow with former and new!! Now is the Time! Happy 18th Anniversary NAAIA! We are making a difference.
St. Louis Chapter
Click here to view current newsletter
July 31, 2014 —Steven Scott Bradley been elected to the Board of Directors of WHYY, Greater Philadelphia’s leading public media provider.
“I am thrilled to welcome Steven to WHYY’s Board of Directors,” said Frederick Sutherland, chairman of the board. “His extensive experience in risk assessment for nonprofit and government organizations will no doubt be of great value in navigating WHYY to a successful future.”
NAAIA San Francisco Bay Area Leadership
NAAIA's 2nd Annual Golf Tournament (#naaiasanfrangolf)
Thanks to all of our friends who came out to support NAAIA's Scholarship Fund on July 25. We set a goal to double last year's $2,000 fundraising total. And thanks to the amazing work by our chapter's Committee, we raised $4,021.85! All of these funds will go directly to our Scholarship Fund. Special recognition goes to Robert Martin, Charles Madry, Greg Kelson, Stephanie Lymore, Mina Rhoden and our Golf Committee Chair Alvenia Scott.
Individual tournament winners include:
Diane Browne, Annette Ng-Firmeza, Everett Shockley, Ricky Lindsey
Winning Foursome with a "scramble" score of 64:
Greg Kelson, Marie Meadows, Annette Ng-Firmeza, Brian Pullen
Our sponsors and donations were many and thanks to:
AIG SF Diversity
Berkley Life Sciences
So Bay Search
Wholesale Trading Co-Op
This month we would like to feature Tom Davis as our “Member of the Month”. Tom has been a long time member of AAIP and a great asset to the organization. He has provided assistance with CE credits for our organization, he has held leadership positions within the organization, as well as provided training for the InVEST program to our members. Tom has been instrumental with helping our organization in being able to stay connected with the local Georgia InVEST program. InVEST’s mission is to improve insurance literacy in students and attract new talent to the industry. The program works with students on the junior and senior levels to increase their awareness of the industry, and also draw more young talent in the industry. Tom has done such a phenomenal job with the program that he has been named by the InVEST Board of Directors as 2014’s DACH Volunteer of the Year (named after InVEST’s founder). Through his involvement with InVEST, he has held several roles within the organization from a volunteer, to the local GA chairman of the board and most recently, State Champion. At this time AAIP would like to recognize his outstanding commitment to our organization and congratulate him on his award!
1. Why did you join AAIP? I am a long term member of AAIP & held previous leadership positions since the early ‘80’s. I’ve found that AAIP is excellent for networking as well on establishing strong professional & social relationships.
2. What is your most memorable AAIP meeting? There has been many over the years! I particularly enjoy the sessions when we’ve interacted with our local political leaders and were able seek out their thoughts on various issues, up close & personally. These sessions have included AAIP day at the Georgia State Capital as well as having political leaders (including the Insurance commissioner) coming into our meetings to address our membership.
3. What would someone be surprised to know about you? I very much enjoy outdoors & cooking out. I remain undefeated in cook-out contests with friends & associates—so you can call me the “grill master”!
Detroit, MI Chapter Celebrates Betty Halthon
On Thursday, July 24, 2014, members of the Detroit NAAIA chapter and the Marsh African Heritage Colleague Resource Group met at Fishbones Rhythm Kitchen to acknowledge and celebrate one of our own members, Betty Halthon, who is retiring from Marsh USA Inc. after serving for 20+ years in the surety industry as a Client Representative/Bond Specialist. She was a bond specialist in both contract and commercial areas. Over the course of her career, Betty’s easy demeanor and quiet strength enabled her to effectively and seamlessly negotiate bond transactions for several fortune 500 companies. We’ll miss her and we thank her for her efforts and appreciate her years of service in the industry.
NAAIA's Involvement with InVEST at ACE Technical Charter High School (Chicago, Illinois)
and Roosevelt Senior High School (Washington, D.C.)
Click here to view the slide show
Dallas, TX Chapter - INVEST Students visit Travelers Insurance
INVEST students were hosted on March 21, 2014,by Travelers Insurance. The students were very engaged and expressed that they wished the trip was longer. The Dallas Chapter did a complete claims tour for GL, Auto, Property, and Workers Comp. Students enjoyed a demonstration of airbags deploying, and even viewed salvage cards. Tiara Morris, Account Executive at Travelers, chaired the event.
New York Chapter Member Dwight Geddes Presenting at Annual Claims & Litigation Management Annual
Conference - Boca Raton, FL - April 9-11, 2014
NAAIA NY member, Dwight Geddes Head of Metro Claims Management, NYC presenting Insurance Fraud - To Declare or Not to
Declare: Effectiveness of Declaratory Judgment Actions in the Fight Against Fraud on April 10, 2014 at 3:30PM.
Indianapolis Chapter Presents INVEST Workshop
INVEST workshop was presented on February 17, Presidents Day, for 160 high school students at Warren Central High school.
Indianapolis Chapter provided speakers for all 6 classroom periods of the day. The response from the students was positive, as they
expressed an interest in furthering their educational and professional development beyond high school. The Indianapolis Chapter plans
to continue the conversation about career choices while promoting insurance as a viable career path. Most importantly, we will continue
to encourage students to stay the course and do their best at preparing themselves for the next chapter in life.
National African American Insurance Association, NAAIA, was founded in 1997 by Jerald L. Tillman to increase the number
of African Americans in the insurance industry at all levels. Currently there are 14 chapters in the U.S. and two new chapters
in progress including one in Bermuda.
Front row from left to right: Ronald Todd, President; Rudy Loney, National Chairperson, Atlanta , GA;
Wanda Wallace; and Jerald L. Tillman, Founder NAAIA. Back row from left to right: Mose Richardson,
Bryan Heyward, Chuck Futel, Alan Dulin, Doug Bohannon, and Dave Goodwin
"Being a part of NAAIA IS one of the best decisions I made; just to meet people like you all (per president of the PHL CHAPTER).
Keynote speakers: William Allen (president of the DC Chapter and Atty Stephanie Pompey!
NOW IS THE TIME! Ask me why...
National Capitol Central Maryland Chapter
March 13, 2014
Time: 5:00pm – 7:00pm
Topic: BusinessOwners Policy (BOP)
Speaker: Tony Ambush, Ambush Associates
Speaker: Denise Lloyd-Lloyd & Associates
March 19, 2014
Time: 5:00pm – 7:00pm
Topic: Marketing and Selling Insurance
Speaker: Bill Allen, Sales Executive Travelers
Phone: 804 893 0354
Speaker: Pat Browne- Browne & Associates
San Francisco Bay Celebrates Black History Month
The San Francisco Bay Area Chapter of National African-American Insurance Association (NAAIA) recently celebrated Black History Month
and handed out a distinguished honor on February 11, 2014. A full agenda was prepared beginning with lunch at the NIANTIC ROOM of the
Club Quarters. NAAIA’s commitment to spreading diversity through the Northern California insurance community included a presentation by
California Insurance Commissioner Mr. Dave Jones (left). Mr. Jones shared insight with the 60 attendees about Assembly Bill 53 (AB53),
an important piece of legislation which empowers our business community to support diversity throughout the insurance industry supply chain.
There is a State Task Force on this initiative that meets quarterly to discuss results and progress.
Also, the chapter honored Mr. Ivan J. Houston (pictured right), retired Chairman of Golden State Mutual as a pioneering African American
insurance leader. NAAIA San Francisco Bay presented Mr. Houston with a plaque and the recognition of our chapter’s scholarship named
in his honor. Pictured left are Chapter President Jeffrey Roman, Mr. Houston and Henry Williams, President of BJW Insurance. Mr. Houston
is also a WW2 veteran who shared several stories on his journey. For more information on Mr. Houston, go to www.blackwarriorsbook.com.
San Francisco Chapter
Today the San Francisco Chapter for the National African American Insurance Association dropped off donations to Family Support
Services of the Bay Area (the chapter will post an update on social media and via email blast) and they will be distributed to our sponsored
family in time for the Holiday. NAAIA members and friends contributed the following gifts:
- a crib with mattress
- crib linens
- gift cards to the family for Ross Stores, Old Navy, Bed Bath & Beyond, Walgreens
- various gifts from Santa for the children
All told, $1,500 in gifts so great job! We truly appreciate your generosity to help this family in need.
Special thanks goes to the AIG group in San Francisco who pooled their money to buy the crib and linens, with NAAIA Member Mark Foletti
personally delivering the crib to the agency. Mark, please be sure to pass along this email to all who contributed to that great gift!
Kim Waller Named to Business Insurance’s 2013 “Women to Watch” List
Willis is pleased to announce that Kim Waller, Executive Vice President, Willis Open, Willis North America,
has been named to Business Insurance magazine’s 2013 “Women to Watch” list.
The eighth annual “Women to Watch” report recognizes a group of 25 high-profile executives who are leading
the way in insurance, reinsurance, risk management and employee benefits. Candidates were selected
based on recent professional achievements, influence on the marketplace and contributions to the advancement
of women in business.
Based in Chicago, Ms. Waller co-leads Willis Open, a practice group launched in March 2013 which serves as
a unique resource to help firms meet their supplier diversity goals. As Executive Vice President, she is
responsible for business development, partnership development and aligning resources from across Willis’s
platform to enable companies partnering with Willis to work with the best minority- owned enterprises in today’s
Commenting on the award, Todd Jones, CEO, Willis North America, said, “Willis is thrilled to see Kim
nominated to this prestigious list. Kim has dedicated her professional career to creating opportunities for
women and minority-owned business enterprises and she is passionate in leading Willis’s initiative to pursue
diversity partnerships, an important step to advance the insurance industry. She is an outstanding role model for other young insurance
professionals, as well as the broader minority-owned business marketplace.”
Ms. Waller joined Willis in March 2013 and has held a variety of leadership roles throughout her 22-year career in the industry. She most
recently served as Chief Operating Officer at Aon Cornerstone, a unit of Aon Corporation. In 2011, Ms. Waller was named to the following lists:
Diversity Journal’s “Women to watch,” Diversity MBA Magazine’s “Top 100 under 50” and Chicago United’s “Business Leaders of Color.” She
currently serves as a board member for the Chicago Sinfonietta.
Kim Waller with Phil Styles, co-leader of Willis Open,
and Eric Joost, COO, Willis North America. Ms. Waller
was recognized at an awards luncheon in New York
City last month. To view Ms. Waller’s “Women to Watch”
profile, click here.
DFW / InVest Career Day at Marsh
Today was our first “field day” with the InVEST program and it went really well. Sonya Watson and her peers at Marsh did an outstanding
job in their presentation and keeping the students engaged. A good portion of them said they are considering careers in insurance after
today. I’m proud of how far this program has come and a huge thanks to Vance for backing me up!
Agenda of Insurance Department
DFW / March General Body Meeting - Thursday, March 20, 2014, 11:30 AM - 1:00 PM
We will review the great time we had at our first Annual NAAIA DFW Scholarship Gala “Pathway to Success” and discuss our plans for our
upcoming Officers Election in May.
We ask that each NAAIA DFW member bring at least one guest to our General Body meeting.
Location: DoubleTree by Hilton Hotel Dallas – Campbell Centre
Address: 8250 North Central Expressway, Dallas, TX 75206-1888
Cost: $20 per person (includes an all-you-can-eat buffet)
Click Here to Pay for the General Body Meeting and Monthly Luncheon online or pay at the door.
NAAIA DFW General Body Meetings are OPEN TO THE PUBLIC so please feel free to join us!
SMU Insurance Council Spring Event - Thursday, April 10, 2014, 5:30 PM
Leadership, collaboration, teamwork and the talent gap are ideas that will be addressed at the next meeting of the SMU Insurance Council.
Ms. Barbara Bufkin, COO Global Strategic Advisory, Guy Carpenter & Co. will be giving texture to these ideas at the Cox School of Business
on the SMU Dallas campus.
Registration is required and complimentary cocktails and hors d'oeuvres will begin at 5:30 p.m. Ms. Bufkin will begin at 6:00 p.m. Please
note that the meeting will be in the Ernst and Young Gallery in the Cox School of Business. Validated parking will be available for all
registered participants and a specific parking and location map for the Ernst and Young Gallery will be sent electronically a few days in
advance to all registrants.
Please join SMU students and other invited participants for this special event by registering at the link “Please register here”
on their homepage, http://cox.smu.edu/web/insurance-council/insurance-council.
Black Tie Evening: Hanging with "The Stars"
It was Fabulous and exciting; an evening of wining, dining, live music and a wealth of information in the healthcare, entertainment, political
and social industries with solutions and awareness. Preventive is the answer.The ‘RED CARPET’ was a great experience; there’s no doubt
about it you will feel like a STAR, DARLING! SEE THE PICS; I WOULD LIKE TO ESPECIALLY THANKS THE NAAIA PHL CHAPTER GIRLS
FOR SUPPORTING ME BY ATTENDING THIS EVENT WITH ME. From left to right; Rosetta liu, Carol Stinson, Gail Bennett and Shayla Adkins.
Carol with Dr. Benjamin Cavis and Dough E. Fresh, Sandra & Lorenzo Nicoleau and a well know artist; Melanie Fione. I had the honor to give God
thanks and introduce the hostess; Melanie Fione (Grammy Winning Artist) with a unique Canadian accent. Honorary keynote speaker Dr. Benjamin
Chavis past Director, CEO and life time member of the NAACP, The Ambassador of Health; Doug E. Fresh and Co-founders Sandra Nicoleau and
Lorenzo Nicoleau of Concept Factory Healthcare Consultant Group have a vision of a healthier community by redefining philosophies, methodologies,
and policies in the healthcare system.
No, unfortunately the first lady Michelle Obama and handsome Morris Chestnut were unable to make it but we now know how to do; the
Doug E. Fresh dance. LOL.Thanks again! We are bringing this energy to PHILLY!
There were; New York Life Prudential, Cigna, Reliance Standard Life, Ally Financial, Travelers, Delancey Risk, and Pompey Litigation
in attendance. Fun, food, and EDUCATION… Is there a Curve Ball in Financial World? New York Life brought the solutions
to the table. I would like to say thank you to everyone for attending and please contact me about your membership.
NAAIA PHL Chapter is making a difference.
NAAIA PHL Chapter - August 14th, 2013 Event - "When There's a Will, There's a Way"
PHL Chapter hosted an awesome networking event August 14, 2013 with a powerful keynote speaker, Stephanie M. Pompey, Esq., owner
and manager of Pompey Litigation & Business Group. Stephanie is an adjunct professor at Philadelphia University and Stephanie has 13
years of insurance defense & personal injury experience, provides live lectures, advice and guidance to students from a wide variety of
backgrounds. Most importantly Stephanie is a wife to Terry Pompey an entrepreneur in pharmaceutical, a mother to two beautiful children;
Terry Jr. studies law and Alexis is studying to become and engineer in science.
I am proud to have Stephanie as one of our members in the PHL Chapter; she definitely brings something to the table. We also had Travelers,
the City of Philadelphia, a community leader and GMI attending this event. Carol Stinston, Chapter President.
National InVEST Teacher of the Year
Recipient provides hands-on training and career connections to students. Insurance education. Career training. Guest speakers. Scholar-
ships for insurance licensing. Hands-on training. These are just a few of the abundant free InVEST resources 2013 National InVEST
Teacher of the Year recipient Marcelina Pascual took advantage of in her adult education classroom at Roosevelt High School in
Washington, D.C. Pascual has been using InVEST's free resources for four years in her Roosevelt High School class. In 2013,
Marcelina took on a new role with the school teaching adult education students at the Roosevelt STAY program. Through the InVEST
program, Pascual is teaching and training her adult education students about insurance and the careers available in the industry. Not only do
students gain typical classroom instruction about insurance terms, coverages, etc., they are also utilizing hands on tools like the free
insurance rating software to see what information is needed to process an insurance policy quote, what items affect premiums, and more.
In addition, the InVEST program at Roosevelt STAY is supported by numerous
PHILADELPHIA CHAPTER ANNOUNCES MEMBER, STEVEN SCOTT BRADLEY HONORED AS SCHOLAR. NAAIA Philadelphia
Chapter is proud to announce that one of their members, and Chair of African American Chamber of Commerce, Steven Scott Bradley,
President/CEO Bradley & Bradley Associates, Inc. was honored as; one of twenty-three (23) Cohort I Scholars selected for the first class
in Philadelphia – Goldman Sachs 10,000 Small Business, Community College of Philadelphia, Cohort I Scholar. Congratulations Steven!
Ronald Todd II, CEO of Seep LLC, to be honored as one of Dayton's 2013 Top 10 African American Males
Ronald C. Todd II, CEO of SEEP, Inc. Insurance Brokerage, was recently named president of the Southwest Ohio/Northern KY Chapter of
the National African American Insurance Association. The local chapter, which was recently revived and expanded to include Northern
Kentucky and Dayton, is part of NAAIA's national organization which was founded by local insurance broker and publisher Jerald Tillman.