Broker Words

    The 3 in 4 Need More campaign is going full-force. Lots has been happening since we last talked about it in the November issue. As you probably know, the campaign focuses on educating Americans about the products, services, facilities, entitlement programs and other solutions available for them to consider as they formulate a plan for their long term health care needs.

    Campaign spokesperson, elder care expert and author Dr. Marion Somers and the 3in4 tour bus are driving across America again this year to raise awareness about the need for long term care insurance. The tour will kick off on May 1, lasting 12 weeks and visiting more than 50 cities across the United States.

    Dr. Marion also announced the “Bring Your Talent” contest, a search to find America’s most talented seniors and caregivers. Working jointly with Emeritus Communities, the contest will offer a series of prizes—one year free rent at one of Emeritus’ senior living communities for the grand prize winner and one week each for 11 runners-up. Emeritus will also serve as a sponsor of the 3in4 Need More cross-country bus tour.

    Dr. Marion’s plan is to “Take Americans by the shoulders and ‘shake’ them into awareness about senior health care needs.” During the bus tour she will talk with seniors and their caregivers as well as community leaders, local politicians and industry professionals about the emotional and financial impact of long term care.

    If you would like to become a local 3in4 Need More support representative and work either with the executive team or ground support team this spring and summer, email jonas@3in4needmore.com.

    For more information about the 3in4 Need More awareness campaign, go to www.3in4needmore.com.

     

    George Williams and the late James Stewart, co-founders and original directors of The Marketing Alliance, were honored at TMA’s recent meeting in Charleston, SC.

    George Williams, LLB, Memphis, TN, received The Billy Vogel Award, which is TMA’s highest honor and presented annually to individuals in the financial services industry who distinguish themselves through their business acumen, sense of innovation and, above all, integrity. The award is named for William E. Vogel, the late president of W.S. Vogel Agency, Inc. of Livingston, NJ, who exemplified those qualities.

    Williams co-founded one of the earliest life brokerage general agencies—Executive Underwriters—in the early 1960s. He is past president and executive director of SUB Centers, the nation’s oldest organization of independent life insurance brokerage agencies.

    Tim Klusas, president of TMA, said, “George’s dedication and commitment to independent life brokerage, plus his trailblazing spirit, generosity, integrity and selfless commitment make him a unanimous choice for this year’s Billy Vogel Award.”

    TMA has established a scholarship in honor of the late James Stewart, who founded Insurance Marketing Concepts, Charlotte, NC.

    The James Stewart Scholarship Fund will award $15,000 annually to children of TMA distributorship employees. Selection of recipients will be made on the basis of applicants the judges feel most distinguish themselves by the attributes that exemplified the life of James Stewart. Some of those qualities include citizenship, entrepreneurship, scholarship, accomplishment, vision and quest for self-improvement.

    “We are excited about the opportunity to help children continue their education and prepare for their future while remembering our friend, Jim,” said Tim Klusas, TMA president. “He left a lasting impression by challenging each person he met to be a life-long student, and the program is our way of continuing his legacy.”

    Editor at Broker World

    Editor, Broker World