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SILA is pleased to produce the SILA Spotlight, a great way to recognize and highlight SILA members and organizations who are making significant contributions to the overall success of SILA. SILA Spotlight allows members to meet new regulators and to share an appreciation for contributions being made by members and organizations within the Association.

Let us know if you would like to see a member or organization highlighted in the next Spotlight edition by sending your suggestion(s) to silasupport@sila.org.

 

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Member Spotlight: Kathy Halverson, Farmers Insurance

Posted By Mary Kay Krambeer, Thursday, August 2, 2018

Volunteers are essential to SILA’s success. One of our active volunteers, Kathy Halverson of Farmers Insurance has contributed her time and talents to SILA in various ways, such as Board's Membership Director, Adjuster Licensing Advanced class instructor, Chapter Leader who initiated our first National Chapter, and continued involvement on the SILA Adjuster Licensing Subgroup Steering Committee. The list goes on with all the activities that you’ll find Kathy participating in. We are thrilled to spotlight Kathy Halverson and we know that you’ll be glad to learn more about her too.

Kathy’s interview:

Kathy Halverson is a Claims User Resource Manager at Farmers Insurance and is responsible for Adjuster Licensing, Claims On-boarding Administration, Claims Safety Administration and Recognition/Rewards/Community Events. Kathy has managed Farmers’ Licensing operations for 18 years and has been in the industry for 28 years.

It is interesting to hear how individuals get involved in the financial services industry. Kathy’s story is that she had two sisters who worked for Farmers, so she decided to work there part time while going to college. After college, she graduated with a degree in Elementary Education. The market was flooded with teachers at that time, so she started working full time at Farmers while applying for teaching positions. One thing led to another and 28 years later she is part of “We are Farmers!”

Kathy grew up in Olathe, Kansas. This is where she went to college and is where she works today. Her parents were her greatest influencers in her life. They were simple people who set great roles to model. They demonstrated what it is like to live a life of faith and family and without regret. Kathy says that her parents never had a lot, but they never wanted for anything and she never heard them complain about anything in life.

Growing up, Kathy was a band geek in high school. She said don’t knock it – this experience in the marching and concert bands provided some great experiences for her! They performed halftime at a Chief’s Game (FYI – if you run long in your program and the team decides to take the field to begin warm-ups – they don’t care that you are still on it!), she performed pregame at a Royal’s game, performed at the opening ceremony at the 1988 Winter Olympics in Calgary and she and a friend auditioned and were accepted to a summer American Musical Ambassador’s program. This took them to New York to rehearse for a few days with high school students from all over the country and then 3 weeks of traveling and performing in Europe. Being a band geek has its perks!

Kathy and her husband, Carl, will be celebrating their 25th wedding anniversary this year! They have one son, Andrew (20), who is going to college at Old Dominion University in Virginia. Andrew is celebrating his first-year wedding anniversary and he and his wife recently announced that they are expecting their first child. Kathy is going to be a grandma!

When asked about her bucket list – Kathy told us the one thing that she would like to do. Take a cruise. Anywhere. She has never been on a cruise. Her vacations are filled with family visits with crazy long itineraries trying to see and do everything she possibly can. She figures a cruise is a perfect solution! (However, she admits to being challenged with motion sickness and an intense fear of water . . . . so, yeah – that explains why she hasn’t actually taken a cruise --yet).

In closing, Kathy shares the best advice that she received and how she incorporates it into her life. One of her challenges is impatience when people tell long stories. (Why take 50 words to say something that can be said in 10?) Her mom used to say that people talk about what’s important to them. Therefore, if the people are important to me – then what they are saying should be too. Although still a challenge and something she constantly works on, it’s her mom’s voice in the back of her head reminding her to give them their time to talk. Bless our moms!

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SILA New Regulator Spotlight – Magnus Carlberg

Posted By Mary Kay Krambeer, Thursday, August 2, 2018

Last year, we said good-bye to Diane Silverman-Black, the Massachusetts regulator who supported SILA members for years. Diane is enjoying her retirement and we are happy for her. In the back of our mind we wondered, who will fill her role at the Department? Now we know and are happy to introduce Magnus Carlberg, Director of Producer Licensing with the Massachusetts Division of Insurance.

Magnus has been in the insurance industry for over 20 years serving in various roles with an insurance agency, an insurance company, a vendor and a former Board of Director member of the Professional Insurance Agents (PIA) of New England. He has been with the Massachusetts Division of Insurance for over two years and has been the Director of Producer Licensing for 8 months, managing the 5-person staff that handles all producer licensing and continuing education inquiries.

Magnus grew up in central Massachusetts in the Chair City of the World – Gardner, MA. His father, Magnus’ biggest influencer, was an insurance agent for over 60 years and a partner in an insurance company. He had great values, strong convictions, a great salesperson and very highly regarded as a businessman and insurance agent. No wonder Magnus followed in his father’s footsteps.

We asked Magnus what is one thing that most people do not know about you? His answer: “I was once a clown for the Shriners Circus.” That response leads to many more questions, but we’ll save those for later.

Magnus is married to Lina who is a translator and he is proud of his two children, Marcus, 27 and Leana, 28. Marcus is a partner in a music promotion company. Leana is a nurse and is married to a Preston Thompson. In Magnus’ spare time, he enjoys photography. He is a part-time professional photographer and focuses on High School seniors, family portraits and head shots.

Magnus is highly motivated to improve and grow all aspects of his business and personal life. He is very positive and strives to achieve both personal and business goals that he has set for himself. The quotes that inspires him:


Welcome to SILA, Magnus! We look forward to meeting you at the 2018 SILA National Education Conference in Indianapolis, Indiana. Be ready to answer why your career as a clown didn’t work out for you (ha!).

Tags:  Regulator 

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SILA Regulator Spotlight - Lisa Tordjman

Posted By Mary K. Krambeer, Thursday, August 2, 2018

Some people are gifted with the ability to encourage, to accept life’s challenges with grace and to find the good in all people with a ‘glass half full’ outlook. We are fortunate to know such a person within our membership. Lisa Tordjman is the Supervisor/Program Specialist for the Producer Licensing and CE Division for the Idaho Department of Insurance. Many of you already know Lisa, but now we are going to discover those hidden nuggets to get to know her better.

Lisa has served in the insurance industry for 14 years. Her role at the Idaho Department of Insurance is to hire and train staff, work with vendors to provide services and support, create public information on websites and forms for licensing and maintenance transactions, continuing education administration, along with outstanding customer service for a whopping 116,000 plus licensees! Lisa’s department handles 13 license types and provides over 4,000 CE courses, along with fingerprinting and testing services for resident applicants. All with a staff of 5 people who are vigorously cross-trained to do all tasks in licensing and provide customer service for all license types.

Lisa shares that her parents’ passion for the arts and their wonderful and colorful friends helped to shape her way of thinking and to live creatively with an open mind. One of her inspirations since coming into the role of regulator has been SILA. SILA provides the most effective forum for bringing together the regulators and industry as partners in the insurance and securities world to try to solve the issues together. The tireless and tremendous efforts and the caliber of persons involved in SILA continue to impress her. Through their venues, regulators can see how their protocols and laws affect industry and the public. Then, SILA creates the atmosphere, opportunity and impetus to improve that picture.

We asked Lisa to share one thing that most people may not know about her. She said, “When I was young, like 100 years ago, I expected to be a starving artist, but I parlayed that, somehow, into a more practical cooking career, where I met and married a Frenchman who happened to be a chef and became famous in San Francisco for his restaurant, The Flying Saucer. Later in life, I earned a degree in French and taught at the local university for a semester and at the high school and even grade school level.”

The best advice that Lisa puts into practice is that nothing stays the same – be ready to adapt! She has weekly meetings with staff to keep up with changes, and even that is not always enough. But she is proud when she receives compliments from the industry about their licensing services that start or end with “all states should be like Idaho”. It tells her that she must be doing something right with their licensing program and that she has a fabulous staff.

The quote that inspires Lisa is “Joy is not in things, it is in us”, Richard Wagner, Music Composer. It reminds her what is truly important, to have gratitude and that we are always responsible for our lives.

So, this helps to explain the unique beauty that Lisa illuminates. Get to know Lisa. You’ll be a better person for it.

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SILA Designation Recipients

Posted By Mary Kay Krambeer, Thursday, August 2, 2018

Since nothing worthwhile comes easy, it takes a lot of hard work and dedication to earn a SILA designation. Because of this, earning your SILA designation shows your company you uphold a high standard of quality and that you’re eager to stand out. It also shows the SILA membership that you are committed to enhancing your education and industry involvement. If you’d like to learn more about how you can obtain your SILA designation too, simply contact us at silasupport@sila.org.

SILA is proud to announce the SILA Associate and SILA Fellow Designation recipients since the last edition of the SILA Spotlight (January 2018 – July 2018):

SILA Associate (SILA-A) Designation Recipients:

  • Ethel Bailey, Asurion Protection Services
  • Laurie Coe, AD Banker & Company
  • Justin Comer, Holmes Murphy & Associates
  • Cristy Edwards, BetterCE
  • Loni Eichner, National Lloyds Insurance
  • Kelley Entrekin, CallidusCloud
  • Karen Futrell, Gallagher Bassett Services
  • Jodi Goetsch, Thrivent Financial
  • Mohammed Khan, Charles Schwab & Company
  • Christy Lawson, Pilot Catastrophe Services
  • Debra Leadbetter, AD Banker & Company
  • Tammy Lee, Myron F. Steves & Company
  • Tara Pappas, Liberty Mutual Insurance
  • Laura Petentler, George K. Baum & Company
  • Melissa Rogers, Liberty Mutual Insurance
  • Linsie Watts, CRC Insurance Services

SILA Fellow (SILA-F) Designation Recipients:

  • Deidre Birk, Stifel, Nicholas & Company
  • Kelley Entrekin, CallidusCloud
  • Jodi Goetsch, Thrivent Financial
  • Mohammed Khan, Charles Schwab & Company
  • Tara Pappas, Liberty Mutual Insurance

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SILA Designation Grant

Posted By Mary Kay Krambeer, Thursday, August 2, 2018

Each year SILA members who achieve their SILA Associate or SILA Fellow designation between July 16th – July 15th are automatically entered into a drawing for the SILA Designation Grant. This grant waives the conference registration fee, and pays hotels expenses for 3 days as well as covers up to $600 in travel expenses for the member.

This year’s recipient is SILA Fellow Mohammed Khan, Charles Schwab & Company. As the winner, Mohammed will be joining us in October in Indianapolis for the 2018 SILA National Education Conference.

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SILA Designation Professional Development Program

Posted By Mary K. Krambeer, Thursday, August 2, 2018

Times flies so we want to remind you of the new SILA CE requirement under the SILA Designation Professional Development Program. To maintain your SILA designation, you must earn 24-hours of SILA CE every two years. If your designation was issued prior to January 1, 2018, CE must be completed by December 31, 2019. For designations issued after January 1, 2018, your CE must be completed by 2-years from the designation issue date.

You can earn CE credit for SILA specific activity and non-SILA sponsored industry courses and meetings. Since we track SILA sponsored activity, don’t worry we will automatically credit your account within a few weeks of the event. But, to be awarded SILA CE credit for any non-SILA sponsored achievements, you will need to submit a SILA CE form along with the proof of attendance (this form is located in the Professional Development tab of the main SILA website).

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Board of Directors – Open Positions

Posted By Mary K. Krambeer, Thursday, August 2, 2018

The SILA Nominations Committee is accepting Board of Director applications beginning August 1 through August 31 for the following Board positions. Most terms will run from January 2019 to December 2020.

  • President-Elect
  • Treasurer
  • Membership
  • Nominations
  • Regulatory Advisor (Insurance)
  • Sponsorship
  • Vendor Relations

Consider applying! The position descriptions and board application form can be found on the SILA website under Membership.

The SILA Foundation Board Nominating Committee is accepting nominations through August 10 for the following Board positions. Terms will run January 2019 – December 2020 (2 years).

  • Treasurer
  • Compliance Trustee
  • Development Trustee

To learn more, check out the position descriptions and applications on the SILA Foundation website.

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Plan to Attend

Posted By Mary K. Krambeer, Thursday, August 2, 2018

Plan to Attend

2018 SILA National Education Conference
JW Marriott Hotel, Indianapolis, Indiana
September 30-October 3, 2018

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