OPTIS Partners’ principals have presented at numerous conferences, conventions, meetings, panels and similar venues on a diverse variety of topics and issues related to the insurance distribution system.

Presentations have been made in the form of seminars and workshops typically to agency principals on a stand-alone basis or as part of a larger gathering. Seminar and workshop topics have included ownership perpetuation-succession planning, merger and acquisition strategies, value enhancement and financial management. Sponsors have included numerous industry agent-broker trade associations and insurance companies.

Presentations have also been made to industry trade associations, insurance company executives and financial institution directors and officers. The common themes or topics are issues involving the insurance distribution system with the focal point or depth dependent on the needs and experience base of the group. In addition, our principals have functioned as panel moderators at a number of industry and related functions.

Each presentation is unique and crafted to meet the precise needs of the sponsoring organization. We encourage you to contact us directly to discuss your requirements and how we may be able to work with you.