Exceptional Board Members Enhance Agency/Insurer Collaboration
Dallas, March 18, 2014 – The Council for Insuring Private Clients (CIPC), today announced the 2014 Advisory Board of Directors for 2014. These board members will guide the CIPC efforts with a focus on agency and insurer collaboration in an effort to improve best practices for insuring private clients and high-net-worth individuals.
Steve Brown
President
Hoffman Brown Company
Joseph Gendelman
CEO
Bruce Gendelman Insurance Services
Robert F. Larocca
Executive Vice President
Sterling Risk
Kimberly Lucarelli
Director of Personal Risk
Oswald Companies
Justin Moundas
Senior Vice President and Principal
York International Agency, LLC
Luke Proctor
President
Signature Select LLC
Lynn Rasmussen
National Practice Leader
Private Risk Management
Wells Fargo Insurance Services USA, Inc.
Laura Sherman
Founding Partner
Baldwin Krystyn Sherman Partners (BKS-Partners)
Sharon Simmons, CIC, AFIS, CISR
Vice President and Member
Lipscomb & Pitts Insurance, LLC
Shari Violas
President – USA
Robertson Taylor (CA) Inc.
George Yates
President
Dayton, Ritz & Osborne
Cindy B. Zobian
Executive Managing Director
Crystal & Company
The CIPC annual conference is scheduled for June 3 and 4, 2014 in Dallas, Texas.
About CIPC
MarketScout founded the Council for Insuring Private Clients (CIPC) in cooperation with insurers AIG and Fireman’s Fund. The CIPC’s mission is to provide a venue where agents and insurers may collaborate on how to better serve their private clients. Insuring wealthy individuals is a unique, specialty area of the insurance industry and until now, there has not been a forum for sharing ideas and perfecting skills. Because collaboration is a benchmark for the CIPC, no single company or individual controls the direction and decisions of the Council. For more information, please visit us at privateclientcouncil.com and follow us on LinkedIn. Any agent or insurer with a focus on insuring high-net-worth individuals may join the CIPC.
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Contact Diahann Doyen
Telephone 972.934.4264
Email ddoyen@marketscout.com
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