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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


UPCOMING EVENTS


IBA WEST TOWN HALL MEETING

Don't miss this event!

DATE:

Wednesday, November 17, 2004
10:00 AM

 
LOCATION: 7777 Alvarado Rd. , 2nd floor conference room
La Mesa, CA 91941
 

For more information contact
Lori Fentress at (619) 741-3795

   

14th ANNUAL CELEBRITY WAITERS HOLIDAY PARTY FOR CHARITY

Proceeds: Burn Institute

* * Celebrity Emcee: Terry Burhans * *

DATE:

Friday, December 10, 2004
11:00 - Registration
11:30 - Social & Holiday Cheer (Cash bar only)
12:00 – Lunch & Program (Includes Raffle & Auction)

 
LOCATION: The Butcher Shop
5225 Kearny Villa Dr.
San Diego, CA
 

| Download Flyer/Registration Form Here |

For more information contact
Lori Fentress at (619) 741-3795

   

COMMITTEE REPORT

The IBA San Diego golf tournament was held October 1st at Carlton Oaks. The association would like to extend our gratitude to all of the sponsors that helped make this event possible. A special thanks goes out to Yates & Associates for being our Grand Sponsor.

The weather was much more palatable this year, at a modest and comfortable 85 degrees (as opposed to 100 last year!). A total of 100 golfers participated in the event. The format was slightly different this year than in years past, and the change appears to have been well-received. Next year's chair for the golf tournament is John Toon, and he'd love to hear your comments on the tournament (location, timing, format, anything).

The winners of the gross division were Dave Demers (Allstate), Dan Duncan (Mountain West Finance), JP Lawrence (JPL Insurance), and Steve Phelps (JPL Insurance).

The winners of the net division were Kevin Casey, Ernie Torgeson, Ross Afsahi and John White, all of GS Levine Insurance Services.

Jamie Rahm of Wateridge was the Grand Raffle Prize winner - a set of TaylorMade RAC irons.

And last but certainly not least, we had a hole in one this year!! Cindy Anderson from GS Levine aced the 12th hole which is over water and into the wind. A fantastic shot, and to the best of my knowledge it's the first hole in one we've had in this tournament!

Thanks again to everyone who played, helped, ate, drank or otherwise participated in this event. John and I will be working together to make next year's tournament the best ever.

— Steve Shea, 2004 Golf Tournament Chair


PRESIDENT'S MESSAGE

Dear Fellow Members,

What an exciting week ahead! We are electing a President for the next four years, and we have the opportunity to vote on important legislation that will hopefully reform our state in the future. I don’t know about you, but I will be glued to the TV watching the outcome of tomorrow’s election.

I want to also remind everyone of our “town hall” meeting this month. There is no excuse for anyone not attending this meeting. With the recent lawsuit filed by Spitzer over bid rigging and bonus money received by brokers, your commissioner in California is already writing legislation to change the way agents and brokers in California do business. IBA West’s lobbyist stand ready to protect our rights, but they need feedback from the industry. Steve Young, IBA West’s legal representative, Andrew Valdivia, current IBA President, and Ann Oliver will be here to conduct this very important meeting. Be sure to contact Lori and let her know you are coming.

Remember, to stay on top, you need to stay in touch! Stay in touch and informed with IBA!!!

Until next time. . . .

— Gayle Bailey, IBA San Diego President


ANNOUNCEMENTS


IBA West and their lobbyists are working hard on your behalf to fight unfavorable legislation. They are planning to meet with all members during a two week period in November and have scheduled a San Diego visit on the 17th of November. THEY WANT YOUR FEEDBACK!! Topics to be covered are sensitive and of the confidential nature, thus, regular members only please!! Principals, put this on your calendar now and save this date. This is what your annual dues are doing for you!! We will be getting back to you with more specific information on this important meeting.



We would like to thank Judy King of G S Levine who has volunteered to move up the chairs of the local association. She will be moving into the spot of Treasurer. Another big Thank You goes to George Francis of Alta Vista Insurance,who has agreed to join the board next year for a two year term. Our board and executive board are full for next year, but any interested parties wanting information for future board positions, please contact Lori at the IBA San Diego office.

 

EDUCATION


ROP Classes for Fall 2004 will be:

INS 21 - Property/Liability, 6:00 pm - 9:25 pm, August 26 - Nov. 18

INS23 - Commercial, 6:00pm - 9:25 pm, August 24 - Nov. 16


 

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.

 

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