Whether it is an individual or business client, virtually every business professional has a role on their clients’ risk management team. As wealth increases, businesses grow, and the world becomes more complex, the need to manage risk becomes more evident. Your commitment to proactive planning can equate to asset preservation and loss prevention for your clients. We will discuss why asking your clients the right questions about their personal and commercial insurance can help further solidly your relationship and more importantly, protect what means the most to them.
Learning Objectives:
- Why Property and Casualty Insurance
- Insurance: Commodity vs. Consultation
- The Risk Management Process
- Emerging Risks
About the Presenters:
Learn from Janice Fleming, an Account Executive with Cragin and Pike Insurance Agency, and Vance Jolley of Distinctive Insurance about the Risk Management Process and how to protect your client.
Meet the Presenters
Thank you to our Sponsor:
This meeting is sponsored by Fair, Anderson & Langerman.
This meeting will be held at Cili Restaurant at the Bali Hai Golf Club.
Address: 5160 S. Las Vegas Blvd. Las Vegas, NV 89119
Janice Fleming, an Account Executive with Cragin and Pike Insurance Agency, manages all aspects of prospect development and introduces new clients into the Personal Insurance Risk Management process. She focuses ondefining and interpreting the insurance needs of prospects and identifying solutions to address these needs. With the accumulation of wealth comes increased complexity and a greater need for risk management. For 25 years Janice has specialized in simplifying, consolidating, and managing a broad spectrum of exposures often unique to affluent individuals, families and family offices.
Vance Jolley began his insurance career as an Account Executive in 2003. After starting and successfully growing his own agency, Vance merged his operations with Distinctive Insurance in 2015. It was the recognition of many shared values, including a customer-focused philosophy and an employee-centered culture, which led to this partnership.
