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The Rough Notes Company Inc.

Organizational Profiles

    TRANSFORMING RETIREMENT: BLUEPRINT FOR BUILDING A ROBUST LIFE

TRANSFORMING RETIREMENT: BLUEPRINT FOR BUILDING A ROBUST LIFE

TRANSFORMING RETIREMENT: BLUEPRINT FOR BUILDING A ROBUST LIFE Finding passion and purpose with a self-guided game plan By Elisabeth Boone, CPCU Passion … purpose … service to others … personal fulfillment … You might see those words on a recruitment poster for the Peace Corps, a scouting organization, or a youth rally. You probably don’t associate those terms with the concept of life after retirement—but there you would be wrong.

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    COMMITTED TO EXCELLENCE

COMMITTED TO EXCELLENCE

MGA FOCUS COMMITTED TO EXCELLENCE Strong partners, family focus drive MGA success By Dennis H. Pillsbury In less than a quarter century, Risk Placement Services has grown to become one of the most far-reaching organizations delivering product expertise and value to thousands of agents and brokers nationwide. Among the key growth drivers is a leadership focus on talent. “I’m very proud that we have grown a company that provides a

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    CHART 2.0

CHART 2.0

Agency Partners CHART 2.0 London-focused organization continues to evolve to meet program specialists’ needs By Dave Willis, CPIA For nearly a third of a millennium—yes, for more than 330 years—Lloyd’s of London has played a role in insuring commerce. According to the market’s website, in the 1730s, Lloyd’s began to dominate shipping insurance and in the 1750s, the first concrete details of actual underwriting were recorded. Following a period of

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    INVESTING IN AGENCIES’ FUTURES

INVESTING IN AGENCIES’ FUTURES

INVESTING IN AGENCIES’ FUTURES Invest celebrates 50 years of insurance education and launches an agent apprenticeship program By Elisabeth Boone, CPCU For some of us, it’s hard to believe that 1970 was 50 years ago. That year the average U.S. annual income was $9,400 … the average cost of a new house was $23,450 … a gallon of gas cost 36 cents … a postage stamp cost 6 cents …

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    SAWA BONA: A GUIDE TO DIVERSITY AND INCLUSION

SAWA BONA: A GUIDE TO DIVERSITY AND INCLUSION

SAWA BONA: A GUIDE TO DIVERSITY AND INCLUSION Industry leaders share advice at Big “I” Diversity Summit By Christopher W. Cook I recently watched the CNN documentary series The Eighties and enjoyed learning more about the grown-up issues that characterized the decade, which I spent scraping my knees and avoiding eating my peas. As a fan of 80s music—yes, I listen to the 80s Pop Pandora station while I get

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