Bonding:
Understanding the Financial Statement From A Bond Underwriters Perspective
Live Web-Based Seminar! Over the course of two evenings, this course will present opportunities and target clients for bonding, as well as key analysis, a broker’s ability to influence Bond Underwriters and assisting clients in improving and presenting a better financial position.
Brokers will learn how to read a statement to determine possible bond limits, assist clients who may not be bondable today but will need to be tomorrow. Identify the best clients to prospect, bring value added services to ensure brokers can build their book of bond business.
Program Outcomes:
- Brokers will learn how to read a statement to determine possible bond limits.
- Understand key ratios and how to use them
- Practical information on the way under writers look at different contractors
- Assist clients who may not be bondable today but will need to be tomorrow.
- Identify the best clients to prospect
- Bring value added services to ensure brokers can build their book of bond business.
- Learn the importance of selling the account beyond using financial statements
Recommended for: Commercial Service Brokers, Producers, Owners and Managers
Facilitators: Karen Rutherford, CCIB; Cookson Walker Consulting & Steve Frye, CA-CBV, CF, CFE, MBA; Cookson Walker Consulting
Date: Monday, June 14 & Tuesday, June 15, 2010
Time: 5:00 – 6:00 pm
Fee: $140 – members only.
In order to take part in this seminar, you will need to have both Windows Media and Skype installed on your computer. Both of the programs can be downloaded for FREE.
RIBO Accreditation: 2 Technical Hours
Media Player Installation Required www.movenetworks.com
In order to view the live Web event, you will need to install Windows Media or the Move media player on your computer. The installation process will only take a few minutes to complete and it is free. Please ensure your media player is working before the LiveOnline session.
Download the free version of Skype at www.skype.com/download/skype/windows/
Add "cwlivebroker" as a contact and send a test message to us to ensure we have you on our accept list.
For more information contact Keri Lee-Lincoln via email at keri@ibao.on.ca
or call (416) 488-7422 / 1-800-268-8845 ext. 118