Big I Virginia E-News
March 2018
Welcome

Agencies:

IFS Ins Midlothian, VA
Stover Ins Agency, Inc. Haymarket, VA
Boomer Ins Group Agency, Inc. Chesterfield, VA

Associates:

Smart Choice

Greensboro, NC
Jill Monk The Plains, VA
From the Desk of the President & CEO
  

Carter Lyons here – standing in for Bob while he finishes up more than two months that he’s dedicated to lobbying on your behalf at the General Assembly. Thank you for reading!

“In times of great change, the learners inherit the earth. The learned find themselves beautifully equipped to deal with a world that no longer exists.” ~Eric Hoffer, American moral and social philosopher, author

IIAV Member Resources
  

Medical expenses continue to be one of the top causes of personal bankruptcies in the United States.  Ironically, many people who file for bankruptcy due to medical expenses have health insurance coverage. Unfortunately, certain people who experience a medical crisis cannot afford their out-of-pocket maximums related to large deductibles and co-insurance. Therefore, it is important for employers to offer employee paid voluntary benefits, such as Aflac, in order to assist employees with their out-of-pocket medical expenses. Contact me today to learn more about voluntary benefits.

Monty Dise, President
Asset Protection Group, Inc.
mdise@apgroupinc.com
804-423-7700

  

How to Create Custom Keyboard Shortcuts in Windows

I am a keyboard guy. I realize the mouse has its place, but the more I can keep my hands on the keyboard by using shortcuts, the faster I can get things done.

All IIAV members can receive a FREE 1-hour consultation with the Moberg Group per member/per year. If you need additional consultation time, TMG is there to assist you.They can help you with mergers and acquisitions, agency perpetuation, producer and staff compensation planning, sales and producer management, producer training, workflow and procedures and improvement to agency productivity and profitability.

For more information, email The Moberg Group at info@moberggroup.com or call 828-349-5250.

The Security You Need. The Name You Trust.
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State & National News

Q: We are rolling out a new performance management program. Is there one that you prefer?

  

Beware of Fake Calls to Return Money to a Collection Agency  

WASHINGTON – The Internal Revenue Service today warned taxpayers of a quickly growing scam involving erroneous tax refunds being deposited into their bank accounts. The IRS also offered a step-by-step explanation for how to return the funds and avoid being scammed.

  

“Promoting the health, safety and prosperity of Virginians is the chief mission of our state agencies, and regulations can be a helpful tool in that mission,” Northam said in a prepared statement. “However, we have a responsibility to constantly evaluate every regulatory requirement and policy to ensure that it is doing its job in the least restrictive way possible.”

Atlantic Specialty Lines, Inc.
Millers Mutual Insurance Company
IIAV News
  

Each year IIAV utilizes our agent committee process to help plan, organize, recommend, formulate and brainstorm on how your Association can fulfill the needs of Virginia’s independent agents. From developing our political positions to recommending education programs, those who step forward to serve, help and develop our collective future.  Committee members are important leaders of the Association! The committee process is vital to developing programs and services for Virginia’s independent agents. 

  

First Female Board Member in the Company’s 121 Years of History

Hagerstown, MD - The Brethren Mutual Insurance Company recently elected Tammy Aaron to the Company’s Board of Directors. Aaron is honored to be elected Brethren’s first female Board member in the Company’s 121 years of history. She is also the youngest Board member currently serving on the Board of Directors.

IIAV has created the following flier for independent health insurance agents to use. Please feel free to print copies to be distributed in your communities. If you would like a personalized version, please contact Ally Barbour at abarbour@iiav.com.

Upcoming Events

Registration is now open for the 2018 IIAV Annual Conference & Exposition

 
AmTrust North America
Penn National Insurance
Education
  

Do you have experienced team members or leaders? Would you like to build their skills in leading teams and managing projects in your agency? 

E&O Spotlight
  

The need to ensure agency security cannot be overemphasized. For that reason, I have reproduced the entire Code of Virginia statute requiring a written information security program. It is worth re-reading.

Following the statute itself, I will ask some questions to help you remain in compliance and to protect your agency.

And in summary, I will share with you an IIAV resource to help you.