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5 Ways to Grow Your Insurance Business

November 15, 2013 @ 9:30 am - 1:30 pm

PLEASE NOTE: This monthly program is scheduled for Friday, November 15th…not November 14th as previously advertised.

Meetings Proudly Sponsored by:



Peer-to-Peer Roundtable Discussion
Presidio Ballroom | Registration: 9:30 AM
Program: 10 to 11 AM

  • What are you doing to get ready for 2014?
  • What will you be doing after April 1st?

Join us to hear what our panel experts; Neil Crosby, Barry Cogdill, Bill Hammett, Kara Voelker and Craig Gussin will share to help you leverage ACA and create new business for 2014.

Bring your questions as this will be an open roundtable discussion with ideas to help agents maximize the new business opportunities ahead.

5 Ways to Grow Your Insurance Business

Presidio Ballroom | Registration: 11:30 AM
Program: 12N to 1:30 PM

In this action-packed presentation, you’ll learn 5 of the fastest and most cost-effective ways to grow your business, including:

  • The fastest ways to multiply your number of policies
  • How to convert the prospects on the fence into paying clients
  • How to set yourself apart from your competition
  • The key to client retention – and referrals!

Speaker: Karie Kaufmann, MBA

Over the past 8 years, Karie Kaufmann, MBA, has coached over 300 business owners to achieve their goals, and take their business to the next level.  Her clients report double and triple-digit revenue increases year over year, accomplished through improvements in sales, marketing, team development, and efficient systems. Her practical business experience coupled with a track record of corporate level success make her an invaluable resource for small business owners.

Event Info
Handlery Hotel San Diego

950 Hotel Circle North
San Diego, CA 92108


Cost to Attend:
Reservations made through November 8
Member: $20
First Time Guest: $20
Non Member: $50

Reservations made November 9 through November 13
Member: $45
First Time Guest: $45
Non Member: $75

On-Site Registration Fees
Member: $55
First Time Guest: $55
Non Member: $85

Effective Immediately | New Meeting Reservation Policy

Pre-Registration: All registration fees ($20 member/first time guest and $50 non-member) will be valid through the Friday prior to a luncheon meeting.  Thereafter, all registration fees will increase an additional $25 ($45 member/first time guest and $75 non-member).  Pre-registration will close the day prior to a luncheon meeting.

On- Site Registration
: All registrations made at the door will be accepted only if seating is available after the pre-registrants have checked in and are seated.  On-site registration fees are $55 member/first time guest and $85 non-member.

All registration fees are non-refundable; either full or partial.


November 15, 2013
9:30 am - 1:30 pm


Handlery Hotel