2009 IBA WEST MEMBERS-ONLY TOWN HALL WEBINAR IBA West Presenter Introductions Clark Payan IBA West...

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Transcript of 2009 IBA WEST MEMBERS-ONLY TOWN HALL WEBINAR IBA West Presenter Introductions Clark Payan IBA West...

  • 2009 IBA WEST MEMBERS-ONLY TOWN HALL WEBINARIBA West Presenter IntroductionsClark Payan IBA West CEOIBA West Presenter Introductions

    Rick Dinger IBA West President Steve YoungIBA West General Counsel

  • 2009 IBA WEST MEMBERS-ONLY TOWN HALL WEBINARIBA West Presenter Introductions

    Rick Dinger IBA West PresidentRick Dinger is the president of Crescenta Valley Insurance, where he started his career in 1985. Rick has been a leader in his local insurance association, serving as Chairman of the Young Brokers and Agents of the West (2001), member of the National Young Agents Committee and is a Past President of the local Burbank, Glendale & Pasadena Insurance Association. In the community, he is the Past President of the Crescenta Valley Sheriff Support Group, past president of the Montrose Chamber of Commerce; he is a former Honorary Mayor of La Crescenta, Past President of the CV Chamber of Commerce and is on the Alumni Council for Saint Francis High School, where he enjoys announcing every home varsity football game. Rick is past chairman of California InsurPac, the political action committee for the Insurance Brokers and Agents of America (IIABA). In April of 2003 the IIABA presented Rick with the InsurPac Special Recognition Award. The award was presented to him in Washington DC.In 2003, Rick was presented with the inaugural Anthony J. DiBuduo Award. This award is presented to the most outstanding insurance professional under the age of 40 in California.

  • TODAYS OBJECTIVES:

    To report to you on what we have accomplished in the past year. To preview what we anticipate in the year ahead. To get interactive feedback for you. 2009 IBA West Members-Only Town Hall WebinarRick Dinger IBA West President

  • 2010 ELECTIONS Governor and Insurance Commissioner Race All 80 seats in the California State Assembly Half of the California State Senate will be up for election next year. Part-time Legislature Measure

    2009 IBA West Members-Only Town Hall WebinarRick Dinger IBA West President

  • 2009 IBA West Members-Only Town Hall Webinar Steve YoungIBA West General CounselStephen L. Young, IBA West Senior Vice President and General Counsel, has been with the Association for 20 years, where he represents the interests of thousands of independent insurance agents and insurance brokers in regulatory hearings before the California Department of Insurance.Young coordinates the associations involvement in litigation affecting the business of insurance and insurance producers, and provides legal research and support to the associations legislative advocates.Working with hundreds of member brokers and agents over the years, Young directs the First Call Free legal information and advice hotline for insurance brokers and agents, and authors the popular Question of the Week feature in the Weekly Insider.Young is a former member of the Insurance Law Committee of the State Bar of California, is a charter and continuing member of the Agent and Broker Advisory Committee to the California Insurance Commissioner, and is a frequent speaker and author on legal and regulatory developments affecting insurance producers. He is a recipient of the Ramsden-Sullivan Award, the highest honor the Association confers for service to the American Agency System.Young is licensed to practice law in Illinois and California. He holds a Juris Doctor Degree, as well as a Bachelor of Science Degree in Journalism, from The University of Kansas.

    2009 IBA WEST MEMBERS-ONLY TOWN HALL WEBINAR

  • DUELING INSURANCE INITIATIVES Prop 28. - The Continuous Coverage Auto Insurance Discount Act Prop. 29 - The Stop Insurance Overcharges Act. Prop. 50 - The Fair Insurance Premiums and Practices Act

    2009 IBA West Members-Only Town Hall Webinar Steve YoungIBA West General Counsel

  • WORKERS COMPENSATION 2009 IBA West Members-Only Town Hall Webinar Steve YoungIBA West General CounselThe Governor has repeatedly used his veto pen to prevent 2004 reforms from legislative tampering. Permanent Disability rating schedules and benefits are the most likely flashpoint for controversy: Recent WCAB decisions appear to be driving up claims costs; Jan. 1 is the deadline for PD rating schedules to be updated.

  • CALIFORNIA STATE BUDGET Emergency Response Initiative Tax Commission Report including a potential tax on services Part-time legislature movement

    Sale of State Fund; new SCIF leadership

    2009 IBA West Members-Only Town Hall Webinar Steve YoungIBA West General Counsel

  • TODAYS OBJECTIVES:

    We want to hear from you. To Submit a question, simply type in your question in the meeting tool bar. 2009 IBA West Members-Only Town Hall WebinarRick Dinger IBA West President

  • 2009 IBA West Members-Only Town Hall WebinarClark Payan IBA West CEOClark Payan is Chief Executive Officer of IBA West and is responsible for the day-to-day management of the association and works directly with the Executive Committee and Board of Directors to implement policy. He is also responsible for the coordination of IBA Wests strategic planning process. A graduate of Eastern Illinois University, Clark began his insurance career in 1979 with Payan-Stitt Corporation, an independent insurance agency located in Palos Heights, IL. Since then, his insurance experience has included underwriting & marketing positions with Aetna Life & Casualty PFSD; Agency Services Director for the Independent Insurance Agents & Brokers of California; Partner, President and Chief Operating Officer of Payan, Alberts & Thompson, Ltd., an independent insurance agency located in Orland Park, IL; and President of IBA West Service Corporation, a wholly owed subsidiary of IBA West. Clark assumed CEO duties for IBA West in September, 2004. Clark is a charter recipient of the Accredited Advisor in Insurance (AAI) and the Associate in Management (AIM) professional designations.

    2009 IBA WEST MEMBERS-ONLY TOWN HALL WEBINAR

  • FEDERAL LEGISLATION: HEALTH INSURANCE REFORM Support legislation that preserves the role of independent agents and brokers in the health insurance transaction.

    2009 IBA West Members-Only Town Hall WebinarClark Payan IBA West CEO

  • FEDERAL LEGISLATION: HEALTH INSURANCE REFORMHR 3962 Affordable Health Care for America Act Employer Mandate Surtax on S-Corporations Repeal of Anti-Trust Exemption National Health Insurance Exchange Public Option Expands Medicad

    2009 IBA West Members-Only Town Hall WebinarClark Payan IBA West CEO

  • FEDERAL LEGISLATION: HEALTH INSURANCE REFORMNovember 3rd Grassroots Action Alert Targeted grassroots phone campaign focused on 80-90 House Democrats: Congresswoman Jane Harman 202.225.8220Congressman Dennis Cardoza202.225.6131Congressman Mike Thompson202.225.3311Congressman Jim Costa202.225.3341Congressman Adam Schiff202.225.4176

    2009 IBA West Members-Only Town Hall WebinarClark Payan IBA West CEO

  • 2009 IBA West Members-Only Town Hall WebinarPlans For 2009 Rick Dinger IBA West President

  • ADVOCACY IBAcPac IBA West Candidates Pac IBAiPac IBA West Issues Pac InsurPac Federal Pac of IIABA Club Level Membership IBA West Legal Defense Fund

    2009 IBA West Members-Only Town Hall WebinarRick Dinger IBA West President

  • 2010 STRATEGIC PLAN

    2009 IBA West Members-Only Town Hall WebinarClark Payan IBA West CEOIncrease the Reach and Effectiveness of the Associations Communications Increase Membership Count & Dues Revenue Increase Service Corp Insurance Program Revenue Increase Profitability of ISC Increase the effectiveness of our political advocacy programs

  • NOW ITS YOUR TURN Questions?

    2009 IBA West Members-Only Town Hall WebinarClark Payan IBA West CEORick Dinger IBA West President Steve YoungIBA West General Counsel

  • THANK YOU!2009 IBA West Members-Only Town Hall WebinarRick Dinger IBA West President

    Good morning, my name is Rick Dinger. I am the current president of IBA-West. I along with Clark Payan, IBA-West CEO and Steve Young, IBA Wests general council will the the presenters for todays town hall webinar.

    *A quick background on me, I am the president of our Crescenta Valley Insurance. CVI is a small to medium size agency specializing mostly in personal lines and trying to grow our small commercial and benefits books. I was licensed while still in High School and have been in the business ever since. My first look into our association was when I attended my first Young Agents Conference at the Grand Libakin Resort in Lake Tahoe in the late 80s and have found our association to be a great benefit to my career over the years.

    *Rick DingerOur objective today is simple:Report what we have accomplished over the past year

    Preview what is ahead

    And receive feedback from you, our members. *Rick Dinger:

    2010 is shaping up to be one of the most pivotal years, politically, California has seen in many decades. We will see an outcome of the election for a brand new Governoror perhaps recycled Governorand of a brand new insurance commissioner, and they will likely shape public policy determinations in this state for the next half-decadeor longer. Now more then ever, it is imperative that our association remain strong.

    And as in all California State elections, all 80 of the Assembly seats and half of the California State Senate seats will be up for election. Governors race: Gavin Newsom has dropped out, leaving the Democrats without a candidate. Attorney General Jerry Brown formed an exploratory committee but has not yet formally declared his candidacy. He has raised over $7 million. Political experts say that democratic leaders may want to discourage any other riva