Membership Meeting | Common Insurance Red Flags
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About the Program:
Join us our presenters discuss gaps they frequently see in clients’ current insurance policies when they review their coverage. Learn how to identify these red flags in your clients' policies.
The community outreach committee is collecting toiletries for the pantry at Silver Creek Middle School. Requests include: shampoo, conditioner, deodorant, soap and lotion. Please bring your contributions with you to the meeting. They will be used to make kits for students in need.
About the Speakers:
Erika Marino, a Vice President with B.F. Saul, is responsible for providing advice to clients regarding personal insurance to protect their personal assets such as homes, automobiles, and collections. Erika started her career in finance, working as a financial advisor with Morgan Stanley. She holds a BS, in Business from Wake Forest University Calloway School of Business and Accountancy.
Lanie Raphael is the Practice Leader for both Personal and Commercial Insurance at B.F. Saul. She has 30 years of experience in the insurance industry, primarily working with high net worth clients. She held executive leadership positions at a few larger insurance companies before moving the insurance broker side about 10 years ago. Lanie holds an undergraduate degree from Cedar Crest College, a graduate degree from Seton Hall University and an executive education degree from Wharton.
Logistics:
- Fees: $40 for active members; $60 for guests.
- Registration begins at 12:00 pm. Lunch will be served at 12:15 pm and the program. begins at 12:30 p.m.
- Guests are warmly welcome.
- Parking is available for a fee in the building or across the street in the public parking garage.
The Council thanks our Signature Sponsors
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