Media Center

FAIA and Industry News

Trusted Choice® lifts lifetime cap on Marketing Reimbursement Program

(Member News, Trusted Choice) Permanent link

The program reimburses members up to $500 for expenses to co-brand with Trusted Choice®. 

MRP logoTrusted Choice® has released the revised guidelines for the Marketing Reimbursement Program, which has been extended for 2013.

The program reimburses expenses incurred in 2013 by Trusted Choice agencies for co-branding materials such as business cards, letterhead, envelopes and marketing or advertising materials. It also provides reimbursement for creating or updating a digital presence to include the Trusted Choice logo and a link to the pledge of performance.

In order to qualify for a reimbursement, the activity must include the Trusted Choice logo in external messaging with consumer impact, documentation that an expense was incurred and paid and that the nature of the expense is correlated to the external messaging and consumer impact.

In addition to covering advertising, the 2013 guidelines remove a lifetime cap on MRP benefits that was implemented in 2012, so agencies that previously reached the maximum reimbursement will be eligible for funds again in 2013.

The full program guidelines and application are available on (you’ll need to your IIABA login and password to access this page).

This Week In Insurance: Jan. 7–11, 2013

(Citizens, This Week in Insurance) Permanent link

Monday, Jan. 7, 2013 

  • Gov. Rick Scott meets with HHS Secretary Kathleen Sebelius to discuss requirements of the Affordable Care Act. 

Tuesday, Jan. 8, 2013 

Thursday, Jan. 10, 2013

  • AIF's 2013 Health Care Affordability Summit, starts at 11:30 a.m. and continues through Friday, World Center Marriott, Orlando. 
  • Florida Supreme Court issues weekly rulings, 11:00 a.m. 

Classes added to CISR Program course offerings

(Member News, The National Alliance) Permanent link

Announcing the FAIA/National Alliance designation program schedule for 2013 

FAIA in partnership with the National Alliance for Insurance Education & Research has finalized its 2013 course schedules.

New for 2013, the Certified Insurance Service Representatives (CISR) Program has expanded its course offerings for the prestigious designation to allow participants to select from a variety of courses, based on their personal preference, to earn the CISR designation. The new options give participants the opportunity to choose five of the nine courses to specialize in a certain area or mix and match courses to diversify their learning. Visit the CISR page to see the updated class list.



InVEST graduate Shank is new national board member

(InVEST) Permanent link
Shank brings unique first-hand program and industry experience to InVEST’s leadership.

Lindsey ShankALEXANDRIA, Va., Dec. 3, 2012—InVEST, the insurance industry’s premier classroom to career education program, recently announced that Lindsey Shank has joined its national board. Shank is BB&T Insurance assistant agency manager in St. Petersburg, Fla.

“InVEST is proud to announce Lindsey Shank has joined our distinguished group of board members,” said Heather Minkler, InVEST board chair and CEO of Clark-Mortenson Agency, an independent agency in Keene, N.H. “It has been inspirational to the whole program to watch Lindsey grow from an InVEST high school student, to a young agent and now a senior level professional at an agency. Lindsey brings an amazing level of enthusiasm and unique personal experience to the InVEST board of directors and we look forward to learning from her to improve the program.”

Shank was first exposed to InVEST at St. Petersburg Catholic High School in St. Petersburg, where she was an InVEST student her junior and senior years. She began working at Iler Wall & Shonter a week after high school graduation where she continued to rise through the ranks throughout her college career. Shank earned a bachelor’s degree in finance from the Honors College at the University of South Florida.

Shank continues to be an advocate for the industry and is a volunteer teacher for the InVEST program at her alma mater, St. Petersburg Catholic High School. She coordinates guest speakers and field trips; serves as a guest presenter in the classroom; assists in mentoring the students on insurance education, business and life skills; and coordinates the local scholarship process for the seniors. She has also served as the Florida state InVEST committee chair and was presented with the DACH Award, which honors an insurance industry volunteer, in 2005 and 2010.

“InVEST is critically important not just to the future of the independent agency system, but to the insurance industry as a whole,” said Robert Rusbuldt, Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) president and CEO. “Survey results from the Agency Universe Study by Future One (a collaboration of the Big ‘I’ and leading independent agency companies) pointed to InVEST as crucial to the future of the industry, with a majority of respondents stating the insurance industry should encourage high schools and community colleges to help students plan for insurance careers. Lindsey Shank is a prime example of the InVEST program’s mission and success. Educators, volunteers, agents and industry leaders, especially those with firsthand InVEST experience like Lindsey, are key to the success of this program.”

As a 501(c)(3) educational trust, InVEST benefits from the support of numerous insurance organizations, hundreds of agencies, brokers and volunteers. The program provides the insurance industry with motivated, talented and intelligent professionals through a support structure of state associations, board members, national staff, teachers and the many industry professionals who work in the field as classroom liaisons.

Founded in 1970 and based in Alexandria, Va., InVEST promotes insurance education in order to attract individuals to pursue a career in the insurance industry. Each year, the program prepares thousands of students for insurance-related careers with a hands-on curriculum taught in high schools, adult education centers and colleges. The high school curriculum is a business-education program that utilizes a hands-on approach which simulates an insurance agency and company operations to prepare students for various business careers and create more knowledgeable insurance consumers. At the college level, InVEST is an information-intensive curriculum of risk management and financial services. These courses provide students with a working knowledge of the basics needed to pursue careers in the insurance industry. For more information, visit the InVEST website..