Producers Development Series 3: Producer Compensation, Contracts & Vesting/Equity

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

Producer Compensation, Contracts & Vesting/Equity
3-hour CE: Course Pending approval with the DOI

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.
Producer Compensation, Contracts & Vesting/Equity
(Course pending approval with the CA Department of Insurance)
Wednesday, May 15th
Registration: 8:30 AM
Session: 9:00 AM - 12:00 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 $150 credit toward the all 3 session price of $200. Registration for membership and 3 sessions 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.

2018 Program Sponsors


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