Faculty NameMichael Patterson
Greg Patterson is the managing principal of Advisors Financial Group (AFG) located in Raleigh, NC. AFG is an independent insurance, investment, and financial planning firm founded in 1983. The firm supports independent financial advisors and insurance agents across the country in implementing planning strategies related to life insurance, business succession planning, estate planning, personal financial planning, and wealth management. Greg works closely with property-casualty agents to help them solve their clients' needs in the life insurance and financial services area.
With over 35 years of experience in the insurance and financial services industry, Greg is a life and qualifying Million Dollar Round Table member including Top of the Table qualifications. He holds several FINRA registrations as a Registered Securities Principal and Registered Investment Advisor. Greg has earned professional designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certification for Long Term Care (CLTC) and Certified Financial Plannerÿ (CFP). He earned a Bachelor of Science degree in Engineering from N.C. State University.
Greg is a frequent lecturer in the industry on a number insurance and financial planning topics. He serves on several Boards, including the $100 Billion State of North Carolina's Pension Investment Advisory Board.
Faculty NameJerry Kennedy
Jerry owns and manages an agency in Grand Coulee, Washington. Jerry has long been an advocate of professional continuing education and is a National Faculty member and Educational Consultant for The National Alliance. He earned his CIC designation in 1983 and served as a member of the Board of Governors for the Society of Certified Insurance Service Representatives (CISR) from 1995-2001.
Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University. Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998.
Faculty NameRodney Smith
Rodney is Southeast Region Director for Lloyd's. Lloyd's is headquartered in London and opened the Southeastern office for Lloyd's in Atlanta in late 2010. He is a graduate of the University of Georgia with a Risk Management and Insurance degree and received his CIC designation in 2006 and CRM designation in 2013.
Rodney has over 31 years of Insurance industry experience. He is a prominent national speaker, frequently asked to address industry conventions and Universities. Rodney serves as an instructor at the WSIA courses and is a certified instructor approved to provide CE credits in multiple states.
Rodney serves on educational boards and industry committees including the National Insurance Industry Council, Georgia State University School of Risk Management Board, Troy State University School of Risk Management, University of Georgia RMI Board, International Society of Catastrophe Managers, WSIA Education Committee, and the Georgia Surplus Lines Association Executive Committee.
Faculty NameWilliam Reedy
Bill Reedy is President of Performance Partners, an insurance and professional skill training and consulting company headquartered in Seville, Ohio. Bill's special interests lie in Commercial Property/Casualty and Agency-Company relations. He is a graduate of the College of Wooster in Wooster, Ohio; is a published author in the area of Business Income and has conducted agency training sessions since 1994. Bill is also an Associate CIC Faculty member and earned his CIC designation in 1993.
Bill has instructed in several states over a wide range of insurance topics. Prior to this, Bill was a Personal and Commercial Lines Underwriter and Marketing Manager for Westfield Group, Westfield Center, OH. Bill also served as Manager of Commercial Lines Training Delivery, and was responsible to the Commercial Lines Graduate Development Program. Previously, Bill managed the TAPP program for new producer training at Westfield Insurance. He has also served on the Commercial Lines P&C Licensing Review committee for the Ohio Department of Insurance. More recently, Bill has served as an instructor with the Insurance Company Operations training team for the National Alliance.
Bill is an advocate for continuous learning and The National Alliance programs. His company and industry experience along with his presentation ability combine to add value and enhance the knowledge, and performance of fellow insurance professionals.
Faculty NameJohn Bennett
John Bennett began his insurance career in June 1977, as an assistant controller with Allstate Insurance Company in Roanoke, Virginia, immediately after graduating from Virginia Tech with a B.S. degree in mathematics.
After 9 years in various management assignments with Allstate, John opened the John Bennett Insurance Agency in Leesburg, Virginia in March 1986. While 85% of his agency has been built in personal lines, John has consistently been a top life insurance producer for Allstate in each of his 27 years. He has also been a top producer in the Allstate brokerage business, focusing on retirement planning.
In February 2012, John sold his insurance agency in order to focus full time on the retirement planning/financial planning needs of his clients as a financial advisor with Merrill Lynch.
John obtained his CPCU designation in 1984, and his CIC designation in 1994, and is currently working towards his Certified Financial Planner designation.
John and his wife, Marsha, live in Leesburg Virginia.
Faculty NameCatherine Trischan
Cathy Trischan has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several large, New Jersey agencies.
In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers. She is a National Faculty member of The National Alliance, speaking in both the CIC and CISR programs. She is a regular presenter for the Professional Insurance Agents (PIA) and other organizations and has taught both pre-licensing and continuing education courses. Cathy has written courses and articles on various insurance topics.
A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM and CPCU. She earned her CIC designation in 1993 and her CRM designation in 2004.