Jerry owns and manages an agency in Grand Coulee, Washington. He has long been an advocate of professional continuing education and is a National Faculty member and Educational Consultant for The National Alliance. Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University. Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998. Jerry is an active volunteer in his community and in 1995 was named "Business Person of the Year" by the Grand Coulee Dam Chamber of Commerce.

Chappy Chapman is Chief Growth Officer of Correll Insurance Group, a privately-held independent insurance agency with 25 offices throughout South Carolina, North Carolina and Eastern Tennessee. He also serves as Agency Manager of the Spartanburg, South Carolina Office and Senior Account Executive with Correll Insurance of Hilton Head, South Carolina. Prior to joining Correll, Chappy was an account executive with Riley & Associates, an independent insurance agency that has been in operation in the Charleston area since 1936. Before joining Riley & Associates, for six years, Chappy served as General Manager of White Insurance Group, an independent insurance agency with offices in Black Mountain and Arden, North Carolina. He began his insurance career in 1974, after graduating with a Bachelor of Science degree in Finance from the University of South Carolina. The majority of Chappy's experience has been in the Independent Agency System; however, he has spent time on the company side as Marketing Manager of Old Charleston Insurance Company and Branch Manager of Medical Mutual Insurance Company of North Carolina. Additionally, Chappy has served as Director of Education for the Independent Insurance Agents of South Carolina. He is a member of The National Alliance National Faculty and is an Educational Consultant of the Society of Certified Insurance Counselors. He earned his Certified Insurance Counselor (CIC) designation in 1980 and he has also earned his Chartered Property Casualty Underwriter (CPCU) designation.

Daniel Fink has 35 years of experience as an Independent Insurance Agent in the Midwest and Southwest. In addition, he teaches many insurance education classes (including CIC and Rubles) and also works as an insurance expert witness in state and federal courts. Daniel has helped defend many insurance agents and has assisted plaintiffs as an expert witness. After graduating with a Bachelor of Arts (cum laude) in Journalism and English from Oakland University, Rochester, MI, Daniel worked as a free-lance newspaper reporter. But then he married into an insurance family in 1982. And most of his creative writing turned into the writing of insurance coverages. He learned insurance from the ground up and helped grow the family agency, eventually managing the commercial lines department and starting a hospitality insurance division specializing in hotels, restaurants, and taverns. He began studying insurance and earned his CIC designation in 1992 and his CRM designation in 2006. Now he is honored to be teaching insurance to other learners and helping others advance the way other instructors have helped him. In 1999, Daniel returned to his home state of Arizona with his family. He ran his own agency for a time and then merged with a larger Arizona agency. For six years, Daniel worked on the company side, helping a small carrier grow in the Southwest. Now he is a producer with General Southwest Insurance, Phoenix, AZ. Since 2004, Daniel has been teaching classes for The National Alliance and state associations, including the CIC, Ruble, and CISR programs. He is also a speaker at convention and trade associations on insurance topics and risk management. In 2011, Daniel served as President of the Independent Insurance Agents and Brokers of Arizona. Before that, he served on its board of directors and as chairman of its education committee. Daniel also serves as an expert witness on insurance matters and standard of care assisting attorneys on insurance litigation matters. He has served on the committee to review the insurance agents licensing exam for the State of Arizona.