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Consultative Brokerage Summit™
Regional Presentation Series
Spring 2001

Minneapolis Summit - May 15, 2001

Los Angeles Summit - May 22, 2001

Houston Summit – June 5, 2001

Presented by: Training and consulting specialist C.R. Ekern & Company, Rough Notes Magazine and the following area hosts: Minnesota CPCU Chapter, Los Angeles CPCU Chapter, and Houston CPCU Chapter.

The Summit's focus is on agents, brokers and carriers who intend to retain and grow revenues from middle and upper middle market commercial accounts. If you are an agent, broker or carrier serious about successfully producing in the middle market, this event is the right education opportunity for you, especially in today's changing insurance marketplace. The Summit will provide attendees with key information, skills and relationships to enhance their professional development and ability to attract and retain large revenue accounts.

The Consultative Brokerage Summit will feature a full day of presentations and working sessions from top industry professionals who represent brokerages, carriers, key resource providers, specialized risk management experts, and alternative global capacity entities. All Summits include the industry acclaimed Consultative Brokerage Techniques Presentation focusing on identifying quality large revenue prospects, building middle market relationships that last, identifying and deploying resources to help meet all middle market client needs, institutionalizing you and your firm with these key accounts, and ultimately gaining broker control for long, successful relationships with your large accounts.

Past Summits have also included presentations on these very important middle market production topics: Direct Access to the London and/or Bermuda Markets, Exploration of Captives, Risk Management and Financing Options, Excess/Surplus Market Options, Enterprise Risk Issues, Environmental Risk, E&O/D&O, Intellectual Property Risk, IPO and International Expansion Threats. The 2001 Summit Agenda will include the Consultative Brokerage Techniques Presentation and also three to five of the above key topics. We are currently finalizing our agenda and will publish it here soon.

The presenters and topics we offer make the Consultative Brokerage Summit the only conference of its type and a must for agents, brokers and carriers serious about retaining and growing middle and upper middle market clients.

Do not miss this one-of-a-kind education opportunity.

Register now to guarantee your place at the Consultative Brokerage Summit

Thank you.
C.R. Ekern & Company