CAILBA Information Series The CIS are presentations that are offered via a teleconference only or a teleconference and webex exclusive to our members. The presentation offered will be based on a relevant topic. Although CIS are offered only to our Members, a number of guest invitations are sent out for those organizations not yet a member of CAILBA, but are considering …

CAILBA PRESIDENT’S ADVISORY COUNCIL At the CAILBA 2015 Annual Conference, it was announced that one of the 2015 – 2016 Initiatives CAILBA will be working on is the negotiation of MGA contracts with insurance companies. The CAILBA President’s Advisory Council was created for just this purpose. The council consists of the following CAILBA members: Terri Botosan, President of HUB Financial …

Advisor Succession Planning Steering Committee   The CAILBA 2015 – 2016 Initiatives were announced at the CAILBA 2015 Members Meeting on June 3, 2015. One of CAILBA’s initiative for 2015 – 2016 will be to assist CAILBA MGA members in implementing advisor succession plans. In discussions at the CAILBA AGM, it was uncovered that 70% of Advisors do not have …