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  IBA INFORMANT

We are the Insurance Brokers & Agents of San Diego (IBA of San Diego), having served the interests of local Independent Insurance Agents since 1934. As our industry has changed, so have the projects, involvement and goals of this association.

THIS ISSUE

• Upcoming Events

• Announcements

• Committee Report

• President's Message

• Education


2005 I-DAY GRAND SPONSOR
Monarch E&S Get Ready For The Royal Treatment
La Crescenta (818) 249-0100 • FAX (818) 249-1166
San Diego (619) 521-2170 • FAX (619) 521-2180
E-Mail: monarchxs@monarchexcess.com

UPCOMING EVENTS


IBA SAN DIEGO I-DAY

THEME: “Shoot for the Stars”

SPEAKER: Patrice A Milkovich,
Director, U.S. Olympic Training Center

SCHEDULE OF EVENTS:

7:45-8:00am Continued Education Registration
8:00-10:00 CE with Patty Carlson at Insurance Skills Center
1 CE-New Additional Insured Endorsement
1 CE-New California Certificate of Insurance
10:00–12:30 EXHIBITS OPEN
12:30–2:30 Luncheon & Industry Awards
(Note: Exhibit hall is closed during luncheon)
2:30–4:30 EXHIBITS OPEN “I-Day 2005 Grand Sponsor”
(Cocktail Hour/Exhibitor Drawings/Raffle)
**MUST BE PRESENT TO WIN!**
DATE:

Tuesday, May 10, 2005

 
LOCATION: Town and Country Resort and Convention Center
500 Hotel Circle North
San Diego, CA 92108
 

| TICKET ORDER FORM |

| EXHIBITORS/SPONSORS REGISTRATION FORM|

For more information contact Lori Fentress at (619) 741-3795 or email lori@ibasandiego.com

   

COMMITTEE REPORT

I - Day, Tuesday, May 10th, 2005 will be here before we know it. Please take a minute to sign up for sponsorships, booths, the continuing education class and, of course, the LUNCHEON, whether it be an entire table or you as an individual. This year, we seem to be filling up very quickly and you don't want to miss this annual event. I always think of it as going to a class reunion where you meet insurance friends and acquaintances and have a wonderful time. This year, our theme is "Shoot for the Stars, and our guest speaker is Patrice Milkovich from the U.S. Olympic Training Center. We will also have the opportunity to meet an athlete training for the next Olympic games. We hope you will join others in your Insurance network and the IBA of San Diego for this special I - Day.

I'm looking forward to seeing you!

Best regards,

— Judy King, Chairman


Save the date! The IBA will be holding their annual golf tournament this year on Thursday October 27th at the beautiful Maderas Golf Club. We are very excited about this year's tournament! One of Southern California's premier golf destinations, Maderas has been voted the #1 Public golf course in San Diego & #6 in California by Zegat Survey 2003, 2004, & 2005, and Troon ranked Maderas #1 out of 150 golf courses managed. Keep your eyes open for sponsorship opportunities and registration forms to follow in the near future. We expect to fill up early this year.

— John Toon, Chairman


PRESIDENT'S MESSAGE

Rumors of Workers’ Compensation settling down are greatly exaggerated! As reforms put into motion with SB 899 take hold, the applicant’s attorneys have made it a priority to thwart refom efforts. They have even gone so far as to say their survival depends on it. Watch out, because they have lots of money to spend on the effort.

Good news in dealing with the State Fund, as brokers no longer have to prove their customers couldn't find coverage elsewhere when seeking coverage from the State Fund. Also, the company will no longer require that policies with a premium of $250,000 or more be written as short-term policies. State Fund has also reinstated a "short-rate penalty" for policyholders who want to cancel their policies mid-term and move to a different carrier. While denying that they are trying to grow, the changes surely can be seen as any attempt to stem the flow of business away as other carriers enter the market.

IBA West has two great conferences scheduled in the next few months. The Blue Ribbon on the Big Island of Hawaii is a great event to be held first part of May, and the Young Broker and Agent Conference is in June and is a must attend for development and “seasoning” of young insurance professionals.

Here is San Diego, we are sending a rep. to the National Legislative Conference in Washington, D.C. Your IBA San Diego Board is taking seriously our commitment to reinvigoration grass roots political advocacy. Our IDay committee is planning another fantastic Industry Day, so mark your Calendar for Tuesday May 10th.

— Brad Wilson, IBA San Diego President

Stay Informed!
Dear IBA San Diego members and friends. We are now using electronic format to keep you informed of upcoming events and important information. Please CLICK HERE and give us your email address if you are not currently receiving this information.

 


ANNOUNCEMENTS


We have posted our annual list of meetings and events for the year 2005. Please take a look at the website and mark your calendars now for the Golf Tournament, I Day and the Celebrity Waiters Holiday Party for Charity.


2005 is upon us so don’t forget to renew your IBA West membership. Your membership in this organization has never been as valuable to your business as it is today!!
It is with great sadness that IBA San Diego announce the passing of one of its former Presidents, Louis Whitson. Lou was a partner in the firm of Barney and Barney from 1961 through 1988, after joining the organization in 1955. He is a World War II vet and graduated from Cal. He will be missed!
MARCH MADNESS: March marks the spot when advertising will return to your Televsion sets for the TRUSTED CHOICE campaign. Ads are to run between March 14th through March 27th. If you have not already jumped on board this important mission of Branding our Independent Agency System, you need to NOW. Visit their website at www.trustedchoice.com and join.
Every year, IBA San Diego gives recognition to five members through nominations or presentation of the awards listed below. If you know a member of our association who should be considered for one of these awards, please share that information with the Nominating Committee. You may contact Lori Fentress at the association office at 619-741-3795, or email her at lori@ibasandiego.com. All names should be submitted for consideration by April 10, 2005. Criteria for each award is listed below to assist you.

THE ANDREW H EKERN AWARD: This award was established in 1965 when a local independent insurance agent, Andrew H. Ekern, became concerned about citizen apathy and its direct influence on the rapid increase in crime in this nation. The Stamp OUt Crime Crusade resulting from his efforts has spread to many California communities, to neighboring states, and to cities across the U.S.

Nominations for this award should be someone who not only has served his fellow insurance professionals well, but someone who has given back his time and efforts to the betterment of the community.

INSURANCE AGENT OF THE YEAR AWARD: This award is presented to an agent member of IBA San Diego for their years of service, dedication and commitment to the association, the insurance industry and their fellow insurance brokers and agents of San DIego.

INSURANCE COMPANY PROFESSIONAL OF THE YEAR AWARD: The Insurance Company Professional of the Year Award is presented annually at IDAY to an insurance company person, recognizing his or her outstanding contributions to the insurance industry and the American Agency System over a period of years.

ASSOCIATE MEMBER OF THE YEAR AWARD: The associate Member of the Year Award is presented annually at IDAY to the Associate member of IBA San Diego who has made exemplary contribution of time, talent and money to the association, usually over a period of years.

INSURANCE WOMEN OF THE YEAR AWARD: The Insurance Women of the Year Award is presented annually at IDAY by the San Diego Insurance Women organization based on their own criteria. Contact SDIW for more information.


EDUCATION


ROP Classes for 2005 will be:

INS 22: Personal Insurance
1/25/05 – 4/26/05, Tuesday.
6:00 pm – 9:50 pm
Continuing Education units = 27, Property/Casualty

AIS 25: Delivering Insurance Services
1/27/05 – 4/28/05, Thursday
6:00 pm – 9:25 pm
Continuing Education units = 32, Property/Casualty

For more information, please contact Grossmont College ROP at (619) 644-7550.

 


JOB OPPORTUNITIES


Fitness And Wellness Insurance is looking for a CSR - Insurance - VIP / Brokers. See job description and requirements at http://jobsummit.com/js/
job.asp?jn=123432

Interested candidates please contact Ryan Scott at rscott@fitnessandwellness.com.


Looking for a position in the insurance industry or related fields? Contact Lori Fentress at the local IBA San Diego Office to post this information on the website.

Looking to fill a position in the insurance industry or related fields? Contact Lori Fentress at the local IBA San Diego Office to post this information on the website.

 

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