Announcements, National News, Press Releases

Women in Insurance and Financial Services Honors Accomplished Women to the Circle of Excellence

Jacksonville, FL (January 5, 2016)— Selected members of Women in Insurance & Financial Services (WIFS) were recognized for their high achievements on October 30 during the 2015 National Conference in Baltimore, Maryland.

The Circle of Excellence recognizes WIFS members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year, and is awarded at the annual WIFS Circle of Excellence Awards Luncheon. A record breaking 158 members qualified for this distinction with reported combined income of $47.5 million.

The Northeast Florida Chapter has three members that made the list: Cindy Bohn, Angela Brown and Jeanne Peterson. Cindy Bohn achieved the Diamond Level Circle of Excellence level with Angela Brown and Jeanne Peterson achieving the Topaz Level Circle of Excellence level.

Circle of Excellence (from left): Jeanne Peterson, Cindy Bohn, Angela Brown
2015 Northeast Florida WIFS Circle of Excellence (from left): Jeanne Peterson, Cindy Bohn, Angela Brown

Continue reading “Women in Insurance and Financial Services Honors Accomplished Women to the Circle of Excellence”

Announcements, National News

Why Conference?

Why Conference? A letter from a past WIFS NEFL attendee

Dear WIFS NEFL Members and Friends,

For those of you who may not have received our WIFS Conference mailer yet, I wanted you to be aware that this year WIFS’ Conference will be practically in our backyard; it will be held October 22-25, 2014 at the beautiful Buena Vista Palace Hotel & Spa in Orlando — right next to downtown Disney!

This year’s theme “Imagine the Future” will include educational sessions and workshops, a night of celebration for our accomplished colleagues and the opportunity to network with the top professionals in our industry.  In terms of attendees, you’ll meet banking and insurance professionals, investment advisors, accountants, attorneys and service providers; a vibrant community of women ready and eager to talk about the challenges they’ve faced, the successes they’ve had, the resources they use, and the support they’ve found in their quest to be the best within the financial services industry.

In fact, it was my great honor to be asked to share my background in financial services and my experience at our 2013 conference during last week’s WIFS Leadership Webinar.  If you are a member of WIFS, you can listen to this recorded session on-line and hear from 7 prior conference attendees (including Tara Showalter our Chapter President who facilitated the conversation) how meaningful the conference was to each of us.  However, for those of you who are not members and thus do not have access to WIFS webinars, I thought I’d share excerpts of what I said below:

A BIT ABOUT MY BACKGROUND: Continue reading “Why Conference?”