Thursday, January 31, 2019 Dinner Meeting

Date: Thursday, January 31, 2019
Time: 5:00pm - 7:00pm
Location: Lancaster Country Club
Speaker: Rick Silva

SPECIAL ANNOUNCEMENTS!

NEW MEMBERS Membership Discount!  Membership is Pro-rated for New Members for the balance of 2018-19 and includes the next membership year!  Join your colleagues in the estate planning community now!

Members who bring guests to our January 31st Dinner Meeting will be entered to win a FREE Lancaster EPC  Meeting for the member and a FREE Lancaster EPC Membership for your guest! Register your guests today!

Our Next Membership Meeting is Thursday, January 31, 2019 from 5-7pm

Thank you to our Meeting Sponsor!  Saxton & Stump!

Come for Cocktail Hour with Dinner and Learn more about

 Premium Financing : Vital Planning that all business owners should consider

  • What is premium financing?
  • Who is involved?
  • Why consider?

With Special Guest Speaker:

Richard Silva CLU MSOD- President and Partner of Underwriting Specialists –

Rick Silva has over 40 years of experience in the Insurance & Financial Services Industry. He began his career in Met Life's Management Development Program for returning Vietnam Era Vets. He successfully opened his own Agency and built it into a leading production organization with both American National & New England Life. After selling the Agency to a major Investment Company, Rick moved into Corporate Management. 

 
Over the next 25 years he successfully ran sales, marketing & distribution divisions of major carriers such as Chubb, Jefferson Pilot, Provident Mutual & Nationwide Financial. Rick opened a private practice in 2005 and quickly built a successful venture through multiple relationships with Attorneys and Accountants. In addition he was able to secure major endorsements from a number of Professional Business Associations in the Golf, Hotel, Restaurant & Small Business industries. 
 
Rick's extensive experience working with both traditional and alternative distribution organizations such as CPA firms, Wire-houses, Major Producer Groups, and Industry Leading Producers has led him to redesign and restructure Underwriting Specialists’ forward-thinking strategy into a 21st Century production organization that will be unique in its market approach, and in the opportunities it will bring to its valued Affiliates. 
 
Rick holds his Series 7 license with Innovation Partners LLC, and is licensed in all Insurance related disciplines in eight states. He is the recipient of numerous production and leadership awards, both Industry and company - wise, and is the founding Partner of the Financial Services Marketing Association. 
 
Rick has a CLU designation, and holds a Master of Science Degree from the University of Pennsylvania in Organizational Dynamics. He served in Vietnam and the DMZ in Korea as a Recon Scout. He is a published Author of numerous articles both business and non-business. He is a founding member of the FC Delco Soccer Organization a nationally recognized youth sports organization, and holds a National Coaching license.  
 
Rick lives in Blue Bell Country Club with his wife Eileen who between them, have five children and six grandchildren.

 

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