March 2013 Newsletter

You can only receive credit for the same course # every 3 years, so please check to see if you have taken these courses already.

8:00-11:00 AM – Senior Suitability course #67254, offering #973366
1:15-4:15 PM – PEO Industry course #69737, offering #972734

Dave Sherrill is the vice president of Sherrill Insurance Brokerage, Inc., a full service health and life insurance brokerage in Central Florida, where he started in the insurance industry in 1993. Sherrill Insurance Brokerage offers Life Insurance, Annuities, Long Term Care Insurance, Short-Term & International Medical and Medicare products to independent agents.

Dave currently serves as the part-time Executive Director of the Florida Association of Health Underwriters. He is a 2-time Past President of the Central Florida AHU and a Past President of the Florida AHU. He has also served on the board of directors of his local NAIFA chapter since 2006. He currently serves as Treasurer for both CFAHU and NAIFA Central Florida.

Dave was named Chapter Person of the Year for CFAHU in 1998, FAHU Insurance Person of the Year in 2003 and received NAHU’s Distinguished Service Award in 2008. He has received NAHU’s triple crown award all 9 years it has been offered.

Dave is a single dad with a daughter in college and a son in high school. He is a big NBA fan, enjoys playing and watching basketball and loves a good poker game.

PEO Source Inc is a Professional Employer Organization (PEO) brokerage that mimic’s the independent insurance agency system. Unlike individual PEO’s whose sole purpose it is to make your clients fit their model, PEO Source finds all the PEO options available to your clients ,secures quotes and compares all the features and costs for your clients in a comprehensive document. They point out the pros and con’s so each client has all the information to make an educated decision as to which PEO is best suited to their unique business and culture. PEO Source carries Errors and Omissions insurance specific to the PEO Sale. PEO Source works with many of the top insurance agencies in Florida, NY and New Jersey including USI, Van Dyke, Bonikowski, NSI, Plastridge, ACC Hall and hundreds of other agents

PEO Source is headed by Howard Forman and Robert Ziegler.

Mr. Forman is a renowned expert on the PEO industry. He has been in the PEO business since 1986. He started as a sales representative with a PEO in Tampa Florida where within a month and a half he was their number one producer. He was relocated by that PEO to Orlando, Florida where he was instrumental in building that PEO into one of the nations largest at that time. In 1993 Mr. Forman was recruited to NYC where he became a Regional Vice President for a publicly traded PEO. In 1996 Mr. Forman was recruited by NovaCare HR to become their Regional VP in Boston Massachusetts. When NovaCare divested themselves of their PEO Mr. Forman went to work for Managed Comp’s new PEO. Managed Comp was a workers compensation insurer in the Greater Boston area. Mr. Forman returned to Florida in 1998 to become one of the four founding partners of Alphastaff, a South Florida based PEO. Mr. Forman has written numerous articles on the PEO Industry for many Regional and National Publications including the Tampa Tribune, Orlando Sentinel, and Accounting Today. Prior to entering the PEO industry Mr. Forman spent 7 years in the US Air Force after attending St. Johns University in NY.

Bob Ziegler has over 30 years of diversified experience in the Insurance Industry. Mr. Ziegler started as a Marketing Representative for Zurich Insurance Company and went on to start and run his own Property and Casualty Insurance Agency. Mr. Ziegler became aware of Professional Employment Organizations while he was with America Comp, a Daytona Workers Compensation only company. America Comp sold Workers Compensation coverage to what were then called Employee Leasing Companies which later became known as PEO’s. Mr. Ziegler joined AlphaStaff, a Florida based PEO, as National Director of Business Development. After five years with AlphStaff, Mr. Ziegler joined and became a partner in PEO Source with the title of Executive Vice President. Along with his partner Howard Forman he pioneered the agent only concept of doing business with PEO’s. Mr. Ziegler attended St. Johns University. He graduated from the Aetna C&S Agents Sales School and received his Certified Insurance Consultants designation in 1979. Mr. Ziegler has been a guest speaker at a number of Insurance Association functions and has taught Workers Compensation coverage for the LAAIA.