| Speaker: Ramona Johanneson, Arthur J. Gallagher & Co. Insurance Brokers of California, Inc. Ramona is an insurance broker who specializes in personal insurance with an emphasis on property insurance: home, condo, renters and landlord; auto insurance; personal excess liability (umbrella) insurance and insurance riders for valuables of art and jewelry. With over 30 years of experience in personal insurance as a producer and educator, she has the ability to handle complex coverage situations. Her expertise is mid affluent to affluent clientele. As an educator, she has taught a number of product and sales courses to insurance agents and brokers throughout the country. She has extensive knowledge of insurance policies, contracts, underwriting rules and regulations, and sales skills. She handles the personal insurance for financial guru Suze Orman and served as the writer and expert consultant for the Suze Orman Insurance Kit Ramona’s property and casualty license was obtained in 1984 and her life license in 1995. Over the years, her experience includes not only that of a producer and agent, but as a company underwriter, sales, product, and marketing trainer, account manager and consultant. *This topic has been approved by the CFP Board for 1.0 hour of CE credit. |
