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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


2006 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: "Excellence through Teamwork"

SPEAKER: Rear Admiral Frank Gallo,
Executive DIrector of Armed Services YMCA

SCHEDULE OF EVENTS:

7:45-
8:00am
Continued Education Registration
   
8:00-
10:00
CE - “Umbrellas- Understand the ‘Coverage’ so your Clients don’t get soaked!” Instruction by Claudia Jonas and Connie Cameron of CNA Insurance. Provided by Insurance Training Academy. Note: 2 credits pending approval from Dept of Ins.
   
10:00–
12:30
EXHIBITS OPEN
   
12:30–
2:30
Luncheon & Industry Awards
(Exhibit hall is closed during luncheon)
   
2:30–
4:30
EXHIBITS OPEN
(Cocktail Hour/Exhibitor Drawings/Raffle)
**MUST BE PRESENT TO WIN!**
   
DATE:

Tuesday, May 16, 2006

 
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


IBA SAN DIEGO GOLF TOURNAMENT
Save the date for:
Friday, October 27, 2006 at Maderas!

More details to follow.

COMMITTEE REPORT

I-Day is fast approaching on Tuesday, May 16th. Please take the time to sign up for sponsorships, booths, the continuing education class, and, of course, the LUNCHEON. Spots are filling up very quickly so get your information in soon. Our theme this year is “Excellence through Teamwork”. The luncheon speaker, Read Admiral Frank Gallo, will talk about his own career and his involvement in the highly regarded but little known Armed Services YMCA. We look forward to seeing you and your fellow friends in the Insurance industry for another great I-Day.

Best Regards,

— Daniel Frazee, Chairman


The 2005 Golf Tournament, at Maderas Golf Club, was a huge success. Thanks again to our sponsors and participants! The 2006 tournament will also be held at Maderas. Mark your calendar to save the date of Friday October 27th. Last year we filled up quickly and had a waiting list of over 30 people. Make sure and get your registration in early this year so that you don't miss out on a great event.

— John Toon, Chairman


PRESIDENT'S MESSAGE

I am honored to be serving as the president of IBA San Diego for 2006. As president, I would like to continue the great work that past presidents have started in terms of increasing legislative awareness for our members, increasing association value via successful major events, and improving the overall image of the independent agent in our community. Specific goals for 2006 are:

  • conduct in-district policy meetings with state legislators;
  • make strategic contributions to charitable causes, and announce those contributions to the media via press releases;
  • continue our monetary support of IBA West, via the advocacy fund and political action committee, so they can continue to apply funds on a statewide level to advocate for the rights of independent agents and our clients;
  • provide educational lunch meetings that provide our members with information that will empower them to be better insurance agents and business people;
  • implement member discounts for events to further enhance the value of membership in IBA San Diego;
  • improve the www.ibasandiego.com website to increase the usefulness of the site and protect proprietary or private member information;
  • sponsor best-in-class events, in terms of I-Day, our annual golf tournament, and the holiday party, to strengthen our status as the premier association for the independent agent and broker;

I look forward to working with all of you in the coming year, and hope you will participate in the many events and meetings we will be conducting in 2006.

—Steve Shea, 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 2006. Please take a look at the website and mark your calendars now for I Day and the Golf Tournament.


2006 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 two individuals this year:

John Teague started Teague Insurance in La Mesa back in 1954. He passed away in Jaunary .

Richard Blum with Blum and Clark Accountancy Group and a continued member of IBA San Diego. He passed away in February.

They will be missed!


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 18, 2006. 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 Classed for Fall 2006 will be announced at a later date. Thank you for your continued support of this program!

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

 


JOB OPPORTUNITIES

Commercial lines CSR -
Experience Required
Excellent benefit package
For more information contact Gayle Bailey or Rachelle Bernard at
Alvarado Pacific Insurance (formerly Engel Graham & Buchanan)
La Mesa, CA
619-668-4600


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.

 ©2002 Copyright, Insurance Brokers and Agents of San Diego