June Webinar

  • Wednesday, June 16, 2021
  • 11:45 AM - 1:00 PM

Registration


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June Meeting

Please join us June 16th, 2021

Washington Long Term Care Program 

Speakers:  Jim Gregson, Connie Carroll, & Karen Dacek

Date: June 16, 2021

Location: Webinar details provided in your confirmation

Time:Login-In at 11:45 AM, Announcements & Program - 11:50 AM - 1:00 pm

Cost: $10 Members and $15 Non-members

Jim Gregson Jim is a Principal, Vice President, and Account Executive in the Employee Benefits Department. He specializes in evaluating client needs and working on long term strategies to help employers attract and retain high performing workforces. Additionally, Jim leads the Professional Services Practice Group.

He began his insurance career in 1998 at Aetna and then moved to the insurance brokerage sector in 2001, joining Parker, Smith & Feek in 2008. He holds the Certified Employee Benefits Specialist (CEBS) professional designation. Jim graduated from the University of Washington with a B.A. in history.

Jim is a member of the Washington Health Alliance’s Healthcare Economics Committee, a director for the Overlake Hospital Foundation, a member of the Friends of Youth Resource Development Committee, and an Advisory Board Member for Parent Trust for Washington Children. He is also a director for the Seattle Architecture Foundation, and a director for the Design Build Institute of America, co-leading the Diversity, Equity, and Inclusion Committee.

Constance Carroll Connie has over 20 years of experience in insurance planning and advanced underwriting for individuals and corporations. Connie acts as an advisor to businesses on succession planning, key employee and executive benefit plans. She advises families and individuals on estate planning, personal protection strategies, and managing the risk of long-term care. Before joining Pillar International, she was a partner at The Lyman Group where she was responsible for client marketing, business development, and relationship management. 

Connie is a member of the Association of Advanced Life Underwriting (AALU) and as a member of M Financial Group’s Diversity and Inclusion Committee. She is a board member of Pacific Northwest Insurance Council (PNWIC), an industry group committed to advocacy and fundraising for Provail, a Seattle-based nonprofit organization whose mission is to help people with disabilities fulfill their life choices. She is the Past President of the Board of Directors for Elizabeth Gregory Home, a nonprofit organization that provides resources and a welcoming refuge for women at risk or in need. 

Karen Dacek Karen has degrees in Politics & Spanish from Miami University (Ohio) as well as a Masters in International Management from the AGSIM (Thunderbird). Karen began her career in life and disability insurance when she joined Paul Revere brokerage in 1991. After three years of serving as an individual disability sales consultant at Paul Revere, she left for an opportunity to lead a new corporate/executive benefits sales division for UNUM Life Insurance. At UNUM from 1995-2000, Karen was consistently within the top 10% nationally of individual sales consultants, and earned the designation of Representative of the Year in 1998. It was at UNUM that Karen honed her knowledge of combining traditional group and individual product lines to help maximize benefits for key executives. 

Karen joined RA Bench in 2000 to support the firm’s efforts in disability/LTC sales as well as establish a general agency for long term care products. When RA Bench was sold to Kibble and Prentice/USI, Karen elected to accept a position near her home on Bainbridge Island as a project manager with Clark Construction, LLC. In 2017, Karen joined forces again with her insurance “family” at Pillar International. She focuses her practice on lifelong income protection in the business (multi-life) and individual markets. Product expertise includes life, disability and long term care insurance concepts


Thank you to our meeting sponsor:

Washington College Savings Plan (WA529)



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