Sept/Oct 2015
OKTOBERFEST [1]
PRESIDENT’S MESSAGE
New Season -‐ New Happenings
Technology has moved to a level that was unimaginable
ten years ago. Apple’s latest smartphone features are appearing in the 6S and 6S Plus with even more bells and whistles. Latest design includes a pressure-‐sensiBve screen, a beDer camera and a new pink color, (which will make this iPhone a ‘must have now!’ with your teen age daughter.) Peter Phillips President
Another hurricane season is on the calendar and in our
minds while many of our clients are sBll recovering from Superstorm Sandy three years ago. Will predicBons be true and afford us a gentle season this year?
The poliBcal landscape is completely unpredictable with
non-‐poliBcians leading the poliBcians by huge numbers in the current polls. The familiar names that were considered ‘shoe-‐ ins’ a few months ago are slipping further behind leaving the field wide open for up and down changes before next year’s elecBon.
I find all of this is sBmulaBng to think about and I’m
pleased to add that TriCounty has something exciBng on the horizon too. Instead of a golf ouBng this fall, we will host an authenBc Oktoberfest. This fesBve evening will be held on October 8th at the popular PlaDedeutch Park Restaurant in
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STRENGTH
INTEGRITY
COMMITMENT
We are so proud to celebrate 100 years of doing business. Times change, people change but our relationships with brokers continues to thrive. We truly look forward to the next 100 years! • Homeowners & New Expanded Multi-Tier HO Product • Multi-Tier Personal Auto • Personal & Commercial Assigned Risk 155 Mineola Boulevard Mineola, NY 11501 www.IAOins.com 516 248-1100
THE COMPANY YOU CAN TRUST...SINCE 1914 [3]
Franklin Square. There will be tradiBonal Bavarian music, dancers and wonderful food which will make this a true Oktoberfest party. In recogniBon of the fact that October is breast cancer awareness month, we will be supporBng that important cause with raffles and a silent aucBon.
Please plan to join us for a wonderful evening. Bring a
friend and make some new ones. Our board of directors will be on hand to welcome you. The following flyer will give you full details but if you have quesBons, be sure to contact me.
Let’s start the new season together by ‘connecBng with
a cause’…..
Peter Phillips,
President
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PRESIDENT’S MESSAGE CON’T
Connecting For A Cause! Join Us for Oktoberfest on Thursday October 8th October Is Breast Cancer Awareness Month Enjoy an Evening of Networking, Good Food, Beer, Wine, Raffles and a Silent Auction! We will be supporting the Susan G. Komen 3-Day Walk.
Casual Attire, Wear Some Pink & Bring a Friend! Place:
Plattduetsche Park Biergarten 1132 Hempstead Turnpike Franklin Square
Time:
6:00 pm - 10 pm
Cost:
$55.00 per person
REGISTER with a credit card at www.tricountyagents.com
Complete and return the following form to pay by check. Questions, contact Jeanne Abatelli 516-681-6265 or email injeanious1@mac.com All are welcome. Reservations must be in by October 5th. Be sure to reserve in advance - ‘Walk-in’ fee, is an additional $5.00. Reservations for 10/8/15 Return this form with a check payable to: “TriCounty IIAA” TriCounty IIAA c/o Jeanne Abatelli 150 Dartmouth Dr HIcksville, NY 11801
Name: _________________________________________________________ Company:_______________________________________________________ Phone:__________________________________________________________ [5] Email:__________________________________________________________
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Connecting For A Cause by Jeanne Abatelli
As we all know, October is Breast Cancer
awareness month and this October TriCounty is having an Oktoberfest at Plattduetsche Biergarten in Franklin Square. The purpose of this event is to raise funds for the Susan G. Komen 3-Day, an event I will be walking this November for a second time.
Last year in January 2014, my cousin, a survivor,
posted she would be walking the 3-Day with some friends of hers from college. I asked if I could tag along, and with tears of joy she exclaimed “YES!”
So I started training for my 3-Day 60-Mile journey. Yes 60 miles, that is not a typo. I found
a group in Manhattan to walk with. They are all Komen 3-Day veterans, and I was welcomed into the group as the newbie. I walked every training walk I could make and I took in every piece of advise they had to offer on my training. My very first training walk was 12 miles. After that I was hooked. Last year I •
did 90 training walks
•
put 500 plus miles on my feet
•
gave up 175 hours out of my year
•
and met some amazing people
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Connecting For A Cause con’t
For me the best part is the people. Some are success stories, such as Liz, who was
diagnosed with aggressive Stage 3 breast cancer. Her doctors essentially gave up hope until they tried a new drug that Komen-sponsored research had made possible. Now she is a 12-year survivor, who walks 3-Days, hikes mountains, runs, bikes, etc., etc.
There are fighters, like Kari, who when diagnosed with cancer she was told she was stage
2 and of the breast cancers you could have hers was a good one. Now she is stage 4, it has spread to her bones and lungs. Yet she is strong and a fighter. I had the privilege to be a part of her 3-Day team, so this years walk will be dedicated to her strength.
There are too many women who have lost this battle, one of whom is my very own mother.
And just this past week we lost a world famous author, Jackie Collins to this disease.
In 2014 more than 225,000 American women (and some men) were diagnosed with
invasive breast cancer. There were more than 40,000 breast cancer deaths. Some rich and famous. Some poor and anonymous. And thousands in-between. 40,000 deaths; 40,000 families ripped apart. Just in one year.
So this year, I’m putting my pink sneakers back on and walking. Walking in hopes of a
world without breast cancer one day. You can help make that dream a reality by coming out and supporting our event on October 8th. If you can’t make it then maybe you’d like to make a personal donation. You can do so here: http://www.the3day.org/goto/injeanious1
Join me in the fight to end breast cancer, together we can make a great team.
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Elisa Grober New TriCounty Director
Elisa began her insurance career as a
licensed insurance broker shortly after graduating from the University of Rhode Island in 2003 and joined the family business, the Grober-Imbey Agency, in January 2004. Currently, she is their acting Vice President and Sales Executive in the Personal Lines Department. Licensed in all lines of insurance, she has also received two designations from The National Underwriter Company as "Personal Lines Coverage Specialist" (PLCS) & "Commercial Lines Coverage Specialist" (CLCS). She has served on the Adirondack Agency Council and has been a part of numerous company round tables in past years.
Her day to day responsibilities include meeting with clients and insurance
company representatives, training new hires, and organizing the personal lines divison of her agency. She has shown particular business acumen in relating to clients on a personal level and troubleshooting insurance problems. Elisa has an avid role in the future of the Grober-Imbey Agency as she turns the Grober Agency
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Elisa Grober New TriCounty Director con’t
to a 2nd generation family business and takes it to the next level. She lives in Long Island with her husband Nathan, son Dylan, and their dog Lola Ravioli. When she is not working, Elisa enjoys doing various activities with her son, doing projects around her house, going to the gym, and having a good laugh. She also enjoys exploring new places & traveling abroad. Most of all she enjoys being with her friends & family. She is excited to be apart of the Tri County Insurance Agents board and looks forward to making a difference in the industry.
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Long Island Insurance Community Save the Date You are cordially invited to share in the spirit of caring at the
21st Annual Long Island Insurance Community Gala The Premier Insurance Industry Event in the Metropolitan Area Carlyle on the Green Bethpage State Park September 29, 2015 5:30 to 9:30 p.m. Â Â Honoring Michael Cavallaro ARC Excess & Surplus, LLC Professional Liability
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LIIC RAFFLE *RAFFLE TICKETS $100 EACH BUY 3 GET 1 FREE* “Limited Raffle of Only 350 Tickets”
CONTACT INFORMATION Name _____________________________________________________________________________________________________ Phone _________________________________Email ______________________________________________________________ Company__________________________________________________________________________________________________ Address___________________________________________________________________________________________________ City ____________________________________________ State _____________ Zip___________________________________ METHOD OF PAYMENT □ Check enclosed in the amount of $_____________(make check payable to United Way of Long Island with LIIC in the memo, 819 Grand Blvd., Deer Park, NY 11729.
□ MasterCard
□ Visa
□ AMEX
□ Discover
Amount on Card $____________
Name on Card _____________________________________________________________________________________________ Credit Card # ______________________________________________________________________________________________ Exp. Date _______________________ Code __________ Signature_________________________________________________
RAFFLE WILL TAKE PLACE ON SEPTEMBER 29, 2015 at the Long Island Insurance Community 21st Gala (Winner need not be present to win) Visit: WWW.l-i-i-c.org for more event sponsor, journal, ticket information. [13]
Presented by R. Bryan Tilden, CPCU For The CPCU Society and the Long Island Chapter Event Details:
Insurance Valuation Problems Morning Workshop 8:00–8:30 a.m.—Registration 8:30 a.m.–12:05 p.m.—Workshop
CPCU Society members: $90 for one workshop $170 for both workshops
Umbrella and Excess
Nonmembers: $109 for one workshop $195 for both workshops
Afternoon Workshop 12:30–1:00 p.m.—Registration 1:00–4:35 p.m.—Workshop
Workshop materials, continental breakfast and a light lunch are included in the cost.
All Day Workshop 8:00–8:30 a.m.—Registration 8:30 a.m.–4:35 p.m.—Workshop Presented by the CPCU Society and the Long Island Chapter When:
Wednesday, October 21, 2015
Where:
Hofstra University Club 1000 Fulton Ave Hempstead, NY 11550 Phone: (516) 463-6648
Continuing Education and Continuing Professional Development Information
Each workshop is filed for four continuing education (CE) credits in New York. CPCUs who attend will be awarded four continuing professional development (CPD) points.
CLICK HERE TO REGISTER [14]
announces excl usi ve
BAR AND NIGHTCLUB PROGRAM
EXCLUSI VE PROGRAM FOR: - NI GHTCLUBS - ADULT NI GHTCLUBS - LI VE MUSI C VENUES - BARS & TAVERNS - COMEDY CLUBS - J AZZ CLUBS - LOUNGES - RESTAURANTS
HI GHLI GHTS I NCLUDE: - A. M. BEST RATED " A+" XV - 100% LI QUOR SALES ACCEPTED - $0 DEDUCTI BLE - EXCESS AVAI LABLE - GENERAL LI ABI LI TY - LI QUOR LI ABI LI TY - ASSAULT & BATTERY
VI SI T OUR WEBSI TE AT WWW. RMS- HG. COM For addi t i onal i nf or mat i on, c ont ac t : MARK DERRENBERGER: mder r enber ger @r mshg. com 516- 742- 8585 [15] ext . 204
IIABNY 2015 FALL SEMINAR SCHEDULE CE Classes in Nassau, Queens and Suffolk Counties. FULL CLASS DESCRIPTIONS, WEBINAR OPTIONS & ONLINE REGISTRATION AT www.iiabny.org/edcalendar OR CALL IIABNY’S EDUCATION DEPT. AT 1-800-962-7950 NASSAU COUNTY Sept 25 - Insurance Agency Mergers & Acquisitions 4 (All Licenses) Oct 6 - Crime Insurance 4 CE Credits (PC, BR, C3, PA) Oct 6 - Ethics: Origin & Relevance for Insurance Agents & Brokers 3 CE Credits Oct 10 - ACSR 4: Defining E&O Basics 7+1 CE Credits (All Licenses) Oct 13 - ACSR 3: Personal Lines Related Coverages 7+1 CE Credits (PC, BR, C3, PA) Oct 16 - One Day Agency Makeover Not Approved for CE Oct 21 - Coastal Exposures 3 CE Credits (PC, BR, C3, PA) NY Oct 21 - Understanding the Affluent Market 3 CE Credits (PC, BR, C3, PA) Oct 28 - EO Risk Management: Meeting the Challenge of Change 8 CE Credits (All Licenses) Nov 4 - Flood Claims Overview 4 CE Credits Nov 10 - AAI 81A Principles of Insurance 7+1 CE Credits (All Licenses) Nov 13 - NYAIP Certification Program
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IIABNY 2015 FALL SEMINAR SCHEDULE
NASSAU COUNTY con’t 5 CE Credits (PC, BR, C3, PA) Dec 3 - Insuring Municipalities 6 CE Credits (BR, PC, C3, PA) Dec 8 - Condo and Renter Policies – “Nothing to Worry About” 3 CE Credits (PC, BR, C3, PA) Dec 8 - Personal Auto Situations & Solutions 3 CE Credits (PC, BR, C3, PA)
QUEENS COUNTY Oct 9 - NYAIP Certification Program 5 CE Credits (PC, BR, C3, PA)
SUFFOLK COUNTY Oct 2 - Insurance Agency Mergers & Acquisitions 4 (All Licenses) Oct 20 - Coastal Exposures 3 CE Credits (PC, BR, C3, PA) Oct 20 - Understanding the Affluent Market 3 CE Credits (PC, BR, C3, PA) Oct 27 - EO Risk Management: Meeting the Challenge of Change 8 (All Licenses) Nov 3 - Flood Claims Overview 4 CE Credits (PC, BR, C3, PA) Nov 4 - NYAIP Certification Program 5 CE Credits (PC, BR, C3, PA) Nov 17 - Trends, Events & New Laws Changing the Insurance World. 4 CE Credits (PC, BR, C3, PA)
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OFFICERS & DIRECTORS OFFICERS President Peter Phillips pphillips@phillipsbrokerage.c om Phillips Brokerage, Inc. 37-19 Broadway Astoria, NY 11103 718-545-4700 fax: 718-545-8531 Vice President Adam P. Erickson Carlstan North Hills Agency adam@carlstan.com 261-20 Hillside Avenue Floral Park, NY 11004 718-343-6450 Treasurer James G. Bastian jamesb@apiagents.com Advantage Partners, Inc. 37-19 Broadway Astoria, NY 11103 347-721-9839 Secretary Ron Brunell, CIC RBrunell@sbbinsure.com The Signature B&B Companies 501 Franklin Ave, Garden City, NY 11530 (516) 764-1100
Immediate Past President Frank J. Elorza felorza@clubagency.com Club Agency 1051 Franklin Avenue Garden City, NY 11530 516-873-2387 fax: 516-742-70711
DIRECTORS Dean S. Aloia daloia@aloiamckinnon.com Aloia McKinnon Ins. Brokerage. 7801 Fifth Avenue Brooklyn, NY 11209 718-836-8000 x 310 Eileen Black, CPCU eblack@abatelliinsurance.com Abatelli Insurance Group 24-55 Francis Lewis Blvd Whitestone, NY 11357 (718) 352-6000
Andrew Chong andrew@hduco.com HD Underwriting Agency Inc. 159-15 Northern Blvd Suite 102 Flushing NY 11358
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718-359-2003 Alex Giraldo agiraldo@clubagency.com Club Agency 1051 Franklin Avenue Garden City, NY 11530 516-873-2443 Elisa Grober egrober@giains.com Grober Imbey Insurance One Sunrise Plaza Valley Strem NY 11580 (516) 872-9500 Neil Levy, CPA, CFP CBS Coverage Group, Inc. 111 Express Street Plainview, NY11803
(516) 938-9000 Chris Wukovits cwukovits@aaany.com AAA of NY Ins. Services, Inc 1415 Kellum Place Garden City, NY 11530 (516) 877-5219
BOARD MEMBERS OFFICERS
Peter Phillips President
Adam P. Erickson Vice President
James G. Bastian Treasurer
Ronald Brunell, CIC Secretary
DIRECTORS
Dean Aloia
Eileen Black, CPCU
Andrew Chong
Alex Giraldo
Elisa J. Grober
Neil Levy, CPA, CFP
Christopher M. Wukovits
Immediate Past President
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Frank J. Elorza 1
OTHER POSITIONS TriCounty IIAA Executive Director Patricia Calvert 132 Peachtree Lane Roslyn Heights, NY 11577 calvertpc@aol.com 516-621-2209 Tri-Lines Publisher Jeanne Abatelli 150 Dartmouth Drive Hicksville, NY injeanious1@optonline.net 516-681-6265 TriCounty IIAA Director of Sales Jeanne Abatelli 150 Dartmouth Drive Hicksville, NY injeanious1@optonline.net 516-681-6265
IIABNY Positions Immediate Past Chair of the Board James D. Sutton, CPCU, AAI, CIC jsutton@suttonins.com James F. Sutton Agency, Ltd. 143-149 Main Street East Islip, NY 11730 631-446-3165 IIABNY President & CEO Richard A. Poppa, CAE, AAI dpoppa@iiabny.org IIABNY 5784 Widewaters Pkwy Dewitt, NY 13214 800-962-7950 516-568-0800
Regional Director (L.I.) Michael Vanderwerker Assured SKCG, Inc. 123 Main Street 14th Floor White Plains, NY 10601 p: 914.220.6911 f: 914.761.3749 e: mvanderwerker@skcg.com John Cofini BNC Insurance Agency, Inc. 111 S. Ridge Street Rye Brook, NY 10573 p: 914.881.4844 f: 914.937.1124 e: jcofini@bncagency.com
Pryor Personnel Agency Inc. The Insurance Specialist since 1970 local, National and International Recruitment www.ppryor.com ppryor1578@aol.com
Phone (516) 935-0100
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Public Service Insurance Company Western Select Insurance Company Paramount Insurance Company
One Park Avenue New York, NY 10016-5802 1 (888) ONE - PARK www.mcarta.com
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Committees 2015- 2016 Communications, Public Relations & Website Alex Giraldo & Neil Levy – Co-Chairs, Eileen Black, Ron Brunell, Chris Wukovits, Jeanne Abatelli
Downstate James Bastian, Ron Brunell, Frank Elorza
Scholarship Peter Phillips & Eileen Black Co-Chairs, Elisa Grober, Pat Calvert
IIABNY Liaison & Member Services Alex Giraldo - Chair, Frank Elorza, Adam Erickson, Kevin Crossley, Pat Calvert
Legislation and InsurPac Peter Phillips & James Bastian - Co-Chairs, Neil Levy, Frank Elorza, Steve Folan
Meetings & Programs Adam Erickson & Andrew Chong - Co- Chairs, Dean Aloia, Alex Giraldo, Chris Wukovits, Jeanne Abatelli, Pat Calvert
Installation Dinner "
Adam Erickson, Peter Phillips, Jeanne Abatelli, Pat Calvert
Next Gen Adam Erickson - Chair, Andrew Chong, Elisa Grober
Sponsors & Advertising Jeanne Abatelli & James Bastian – Co-Chairs
Tri Lines Jeanne Abatelli - Editor and Co- Chair, Frank Elorza – Co-Chair , Pat Calvert
Tri-County members are invited to join a committee of their choice. Please contact a committee member or Pat Calvert 516-621-2209 calvertpc@aol.com for details.
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Advertisers Insurance Companies & Markets Interboro Insurance Group Peter Resnick 155 Mineola Blvd Mineola, NY 11501 Phone: 516-248-1100 Fax: 516-746-1884 Email:presnick@interboroinsuran ce.com www.interboroinsurance.com Magna Carta Companies Lou Masucci 1 Park Avenue New York, NY 10016 Toll Free: 1-888-ONE PARK Phone: 212-591-9500 Fax: 212-591-9621 www.mcarta.com Morstan General Agency Inc. Bob Birner 600 Community Drive PO Box 4500 Manhasset, NY 11030-4500 Phone: 516-488-4747 Fax: 516-437-5050 www.morstan.com
Insurance Services New Empire Group 214 W Park Avenue Long Beach, NY 11561 Phone: 866-431-8100 Fax: 516-431-5351 www.newempiregroup.com NIF Group Michael Orlando Nancy Williams 30 Park Avenue Manhasset, NY 11030 Phone: 516-365-7440 Fax: 516-496-7356 nwilliams@nifgroup.com www.nifgroup.com
Pryor Personnel Agency Patricia Pryor Bonica 147 Old Country Road Hicksville, NY 11801 Phone: 516-935-0100 Fax: 516-931-7842 Email: ppryor1578@aol.com www.ppryor.com
RMS Insurance Brokerage Mark Derrenberger 100 Ring Rd W Suite 200 Garden City, NY 11530 Phone: (516) 742-8585 Email: MDerrenberger@ClubAgency.co m
VISIT US AT WWW.TRICOUNTYAGENTS.COM
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