8 minute read
Engage 2022
It was another great year at Engage 2022, with PIA members from across the state traveling to the beautiful Osthoff Resort in Elkhart Lake, Wisconsin. Wednesday night started off with a packed house for President Butzke’s Engagement party! Attendees enjoyed food and drink (including a mashed potato bar!), while trying to find their match for PIA’s popular “Match Game.” Those who found their pair came away with a Kwik Trip or Culvers gift card! Charlie Berens took the stage and got the crowd laughing about life in the Midwest. He, of course, reminded everyone to “keep ’r movin’” and “watch out for deer!” To close the night, it was PIA Casino time, where everyone tried their luck at various casino games. Win or lose, everyone had a blast! The Annual Meeting started off day two, and the membership elected two talented new directors to the Board – Steve Albinger of Couri Insurance Associates in Waukesha and Octavio Padilla of Nova Insurance LLC in West Milwaukee. New officers were then elected by the PIA Board. Congratulations to PIA’s new President Steve Clements, CPIA, Vice-President Lacey Endres, CIC, Treasurer Jon Strom and Secretary Mike Endres. Attendees attended educational breakout sessions, where they learned how to separate themselves from their
competition with Ed Lamont or how to face challenges head-on and take charge of their lives, with Darcy Luoma. 18TH ANNUAL At the Awards Lunch, attendees congratulated the outstanding achievements of annual award winners. Mike Endres of Endres Insurance Agency was awarded Ron GOLF OUTINGGOLF OUTING Von Haden Agent of the Year. Julie Ulset, CPIA, of Grams Insurance Agency was named the recipient of the Stony Steinbach Achievement Award. Then, Darren Dunn, CIC, AIC, of Selective Insurance Company received the Company Representative of the Year Award. Congratulations to the winners for their achievements and thank you for all you do for the PIA! AUGUST 5 AUGUST 5 10AM REGISTRATION The (Re)Connect Trade Show was a full house with attendees making their way through the open layout, 10AM REGISTRATION 11AM SHOTGUN START meeting exhibitors and trying to create the best possible 11AM SHOTGUN START hand during PIA Poker!
THE BOG
THE BOG 3121 COUNTY ROAD I SAUKVILLE, WI 53080 COST $150 3121 COUNTY ROAD I SAUKVILLE, WI 53080 COST $150 Includes golf cart, box lunch, two drink tickets, reception, hors d’oeuvres Clint Bruce’s keynote was the perfect way to close the twodays, sharing his experiences during his football career and service as a Navy SEAL. He pushed everyone to keep learning, growing and to never stop striving to be elite. Includes golf cart, box lunch, two drink tickets, reception, hors d’oeuvres MAJOR SPONSOR It’s already time to mark your calendar for Engage 2023 – October 4th & 5th at the Grand Geneva Resort & Spa, in
MAJOR SPONSOR
Lake Geneva.
YOUNG PROFESSIONALS CLUB SCHOLARSHIP 18TH ANNUAL GOLF OUTING
AUGUST 5
10AM REGISTRATION 11AM SHOTGUN START THE BOG
3121 COUNTY ROAD I SAUKVILLE, WI 53080 COST $150
PLATINUM SPONSORS
Includes golf cart, box lunch, two drink tickets, reception, hors d’oeuvres Thanks to all who attended and to our generous sponsors for helping us bring our convention back better than ever! PLATINUM SPONSORS
Scholarships totaling up to $25,000 will be given away thanks to our generous sponsors. Scholarships totaling up to $25,000 will be given away
thanks to our generous sponsors.REGISTER TODAY!WWW.PIAW.ORG/PIA-EVENTS/YPC-GOLF-OUTING/ INFO@PIAW.ORG • 1-800-261-7429
REGISTER TODAY!
MAJOR SPONSOR
PLATINUM SPONSORS
Scholarships totaling up to $25,000 will be given away thanks to our generous sponsors.
WWW.PIAW.ORG/PIA-EVENTS/YPC-GOLF-OUTING/
INFO@PIAW.ORG • 1-800-261-7429 REGISTER TODAY!
PIA 2022-23 Board of Directors (Left to Right): Mike Endres (Secretary), Bob Wolfgram, Jon Strom (Treasurer), Steve Clements, CPIA (President), Tracy Oestreich, CIC, CPIA, AU, CPIW (PIA National Director), Steve Albinger, Lacey Endres, CIC (VicePresident), Ryan Butzke, CIC, CISR (Past President), Octavio Padilla, Matt Cranney, CIC, CRM (Past President Liaison), Pete Hanson, CAE, CISR (Executive Director)
Mike Endres with sons Wesley and Bentley accepts the Ron Von Haden Agent of the Year Award.
Tiffanie Courtney, CIC, CISR, CRIS of M3 Insurance is presented the Outstanding CSR of the Year Award by Danielle Janecka, of The National Alliance for Insurance Education & Research.
Immediate Past President Ryan Butzke, CIC, CISR presents Julie Ulset, CPIA with the Stony Steinbach Achievement Award.
allegations of providing unfair inducements in the sale of insurance. Ian L. McCloskey, 315 Whiskey Rd. SW, Isanti, MN 55040, had his application for an insurance license denied. This action was taken based on allegations of having pending felony charges and failing to timely report criminal charges while previously licensed. Nikolaos Paras, c/o PG Genatt Group, LLC, 3333 New Hyde Park Rd., Ste. 409, New Hyde Park, NY 11042, had his application for an insurance license denied. This action was taken based on allegations of failing to disclose administrative actions taken by the states of Vermont, Virginia, and Utah on a licensing application; failing to timely disclose to OCI administrative actions taken by other states while licensed in Wisconsin; having an extensive history of administrative actions taken by other states; and failing to respond promptly to inquiries from OCI and other state insurance regulatory agencies. TJ Pham, 5730 Brookhaven Dr., Racine, WI 53406, had his application for an insurance license denied. This action was taken based on allegations of having criminal convictions that may be substantially related to insurance marketing type conduct, owing delinquent child support, having a civil money judgment rendered against him by an insurer, failing to respond to inquiries from OCI, and providing incomplete and untrue responses on a licensing application. Randy P. Polakoski, 106 E Church St., Oakfield, WI 53065, had his insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. Jeffrey Pollard, 4400 Applecrest Dr., Palm Beach Gardens, FL 33410, was ordered to pay a forfeiture of $500.00. This action was taken based on allegations of failing to timely report to OCI administrative actions taken by the states of Indiana, New York, and Louisiana. Gabrielle D. Portis, 800 N Central Ave., Apt. 910, Phoenix, AZ 85004, was ordered to pay a forfeiture of $500.00. This action was taken based on allegations of failing to timely report to OCI administrative actions taken by the states of Virginia, New York, and Louisiana. Nelson J. Ramos, 525 Lancaster Ave., Apt. 402, Reading, PA 19611, had his application for an insurance license denied for 31 days. This action was taken based on allegations of failing to make complete disclosures of a criminal conviction and an administrative action taken by the State of New York on a licensing application. Joe M. Roos-Evans, 805 W Hwy. 50, O’Fallon, IL 62269, had his application for an insurance license denied. This action was taken based on allegations of failing to disclose administrative actions taken by the states of Wisconsin and Missouri on a licensing application. Sarah Ruiz, 5253 Bittersweet Ln., Oshkosh, WI 54901, had her insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. Joshua E. Shapiro, 1185 Cameo Ct., Camarillo, CA 93010, had his application for an insurance license denied. This action was taken based on allegations of misconduct and fraud in an employment setting. John P. Sivels, 11542 S Laflin St., Chicago, IL 60643, was ordered to pay a forfeiture of $500.00. This action was taken based on allegations of failing to timely report to OCI administrative actions taken by the states of New Hampshire, Arkansas, Alaska, and Arizona. Bradley D. Stokke, 2862 E Princeton Ave., Eau Claire, WI 54703, agreed to pay a forfeiture of $500.00. This action was taken based on allegations of failing to disclose existing life insurance policies on a life insurance application. James D. VanVonderen, W5976 Blue Bonnet Dr., Appleton, WI 54915, agreed to pay a forfeiture of $5,000.00 and agreed to a tenmonth suspension of his insurance license. These actions were taken based on allegations of selling unsuitable annuities and making misrepresentations in insurance sales.
OCI is responsible for overseeing the operations and marketing of insurance companies and agents in Wisconsin. OCI encourages anyone with a question or a complaint regarding an insurance company or agent to contact the office at this toll-free telephone number: 1-800-236-8517.
As a regional mutual company with over 100 years experience, we’re here for you now and in the future.
MADIS ON MUT UAL .C OM
ANYTHING CAN HAPPEN WE HAVE YOU COVERED
Matt Disher - Wisconsin Marketing Representative 608-515-4551 - mmdisher@madisonmutual.com
