This FREE event is proudly sponsored by:
CIC Services, LLC is a Risk Management consulting firm, specializing in the utilization of Captive Insurance Companies (CICs) to help organizations achieve their overall Enterprise Risk Management goals. They have been helping business owners manage risk through CIC ownership since 2005 by providing superior expertise, and full-service, turn-key captive management services. CIC Services principals have over a century of combined experience in the insurance industry.
Battling a Hard Market: Using Captives to Win
When: Friday, March 18, 8:30 – 10:00 am
Where: Manor House, 7440 Mason Montgomery Rd, Mason, OH 45040
Fee: No Fee to Attend, but Registration Required
SPEAKERS:
RANDY SADLER
Principal, CMO
Randy has been a Principal with CIC Services since 2012. He has been a Marketing and Communications professional since 2007 when he joined Procter & Gamble’s Brand Management Group. His career transitions have taken him from P&G to Pfizer Pharmaceuticals to the Ellison Group to Jewelry Television. He now leads Marketing and Client Empowerment for CIC Services, LLC.
Randy has an entrepreneurial bent and is active in investment real estate. He is an owner and principal in Woodlands Management, LLC. His partnerships manage over 400 residential properties. Randy received his Bachelor of Science degree from the United States Military Academy in 1992.
TIM WELLES
Business Development
Tim’s 26-year financial services career began in 1989 as the Director of Risk Management for Pi Kappa Phi Fraternity where he oversaw the risk management and insurance programs for the fraternity’s four entities and 130 undergraduate chapters.
Early in his career as a financial services consultant Tim earned his CFP (Certified Financial Planner) designation and held the series 7 and 63 licenses. Tim has practiced as a financial consultant in the areas of employee benefits, investments, life insurance and qualified, and non-qualified retirement plans. In 2000, Tim co-founded, and was a principal, at Benefits Management Group, Inc. Much of Tim’s work during the course of his 25-year career has been with owners of privately-held companies.
Tim served as the Chapter Advisor of the Alpha Sigma Chapter (University of Tennessee) of Pi Kappa Phi for many years and is currently a member of the chapter’s housing corporation board.
A native of Buffalo, New York, Tim received his BBA in Finance from the University of Oklahoma.
