Broker Words

    George G. Davidson, CLU, ChFC, RHU, DIA, CLTC, president of Secura Consultants, Minneapolis, MN, was awarded the prestigious W. Harold Petersen Award at the International DI Society’s recent meeting.

    The award is open to individuals who have demonstrated dedication in the field of disability insurance, exhibit leadership in their professional life and, most importantly, have made a distinctive contribution to the disability industry.

    The award is in honor of W. Harold Petersen, RHU, DFP, who has been a leader in the disability insurance industry for more than 60 years and has dedicated his professional life to furthering the disability insurance product, creating awareness both within the industry and with the consumer.

    Davidson entered the financial services industry in 1982 and, motivated by a desire to offer financial professionals an ethical resource for disability insurance products, he founded Secura Consultants in 1995. Raised in North Carolina, Davidson is a graduate of Appalachian State University. He is a frequent speaker at industry events across the country and well-known for his passion for educating producers. He is a founding partner of The Plus Group, the nation’s leading network of 22 independent brokerage offices specializing in income and asset protection plans.

    On behalf of The Plus Group, Tracey O’Malley, executive director, said, “The Plus Group is honored that George received this award. He is a founding partner of The Plus Group and currently sits on the board. His contributions to the group, as well as to the disability insurance industry, are too numerous to mention. George’s innovative ideas, DI knowledge and professionalism make him worthy of receiving this prestigious award, and I know that he is deeply honored.”

    The brokerage business is truly built on relationships; and while relationships with clients are of the utmost importance, most would agree that their friendships with other brokers are a very close second. Broker World was built on these brokerage friendships, and we are sad to say that three long-time friends/supporters have recently passed away.

    The first is a well-known and seasoned veteran of the DI market (since 1977) and founding member of the International DI Society, Ron Cohen, RHU, Ron Cohen Agency, Houston, TX. Ron was one of our “go-to” people when we needed to know what was going on in the DI business.

    Next is Arthur Rothlein, Arthur Rothlein Agency, Inc., Valley Stream, NY. A founding member of National Brokerage Agencies, Inc., Artie opened the doors of his brokerage general agency in 1967.

    Last, but not least, is Carlos Whaley, a true pathfinder in the early days of technology. He was executive vice president and led information technology at First Colony Life until he retired. Since then he has been a “gentleman farmer” in Greeneville, TN.

    All have dedicated their lives to the insurance business, and their contributions won’t be forgotten. [SAC]

    Editor at Broker World

    Editor, Broker World