Applied for a 2-hour course: NC CIE, NC CPE, NC CFP and NC CLE.  

730 am Breakfast Served
745 am Announcements
800 am Presentation
1000 am CE Ends

Abstract: 

In today’s challenging property and casualty (P&C) insurance market, where rising premiums are the norm, business owners are seeking alternative risk management strategies that not only provide protection but also offer potential for profit. This two-hour continuing education session will equip Financial Advisors, CPAs, Attorneys, Estate Planners, and CLUs with a foundational understanding of how Captives—both P&C and Employee Benefits—can be powerful tools for clients navigating these turbulent insurance waters. Led by the Chairman of Marsh McLennan’s Group Captive Center of Excellence and a panel of seasoned experts, the presentation will cover the fundamentals and advantages of Captives, explore the differences between small and group Captives, and provide real-world case studies demonstrating impact and results. Attendees will also gain insight into the recent Marsh/McGriff merger and its implications for the local market, as well as innovative solutions like Parametric coverage. This session is designed to help Centers of Influence identify strong Captive candidates and make informed referrals that can transform their clients’ approach to risk and cost control.

Speakers:

RUSS BELL, CIC, CRIS, CRM
EXECUTIVE VICE PRESIDENT-BUSINESS INSURANCE

Russ has a broad range of risk management and insurance experience that he uses to benefit his clients. He specializes in dealing with large commercial accounts in the construction industry and he has helped general contractors in both the commercial and residential markets mange their risk all over the Mid-Atlantic and Southeast regions. Russ is known to his clients as a valued business partner that they can count on and who will go the extra distance on their behalf. He is part of the Construction leadership team for Marsh McLennan Agency. 

Russ began his insurance career with the largest independent agency in Arizona. In addition, he worked with a major international insurance broker prior to joining Senn Dunn Insurance in 2003 and then joined the Marsh McLennan Agency (MMA) team when MMA acquired Senn Dunn in 2014. 

Russ is an Arizona native who graduated from Baylor University in 1992 and is a 2005 Leadership Greensboro graduate. He is involved with several construction associations and sat on the board of his local NAIOP chapter for eight years. In his free time, he enjoys spending time with his family and being active in his church.

WES BARTLETT
EXECUTIVE VICE PRESIDENT & DIVISION MANAGER, MARSH & McLENNAN AGENCY, EMPLOYEE HEALTH & BENEFITS

With over 20 years of group healthcare consulting experience, including work with a major health insurer, Wes delivers extensive employee benefits insight to his clients in the ever-changing world of healthcare in addition to leading the employee health and benefits practice in North Carolina.

He specializes in designing and delivering employee health and benefits solutions to middle market companies with specific expertise in alternative funding strategies, cost containment vehicles, and captive insurance structures.  Additionally, Wes helps lead the Senior Living practice group for Marsh McLennan Agency both regionally and nationally.

Wes graduated from Gettysburg College in 1994 with a bachelor’s degree in History and Political Science.  He enjoys tennis, golf, running, coaching a variety of sports, and spending time with his wife, Kelly, and their three children.  Wes is a past member of the Board of Directors for the Greensboro Sports Council and past Board Chair of Junior Achievement of Central North Carolina.

TIM WARD (Retired), CPCU, CIC
EXECUTIVE VICE PRESIDENT-BUSINESS INSURANCE (Retired)

Tim Ward has over 40 years of experience in Property & Casualty Insurance. He joined Senn Dunn/Marsh & McLennan Agency in 1988 after working for several P&C Companies and Agencies. Tim has a BS in Business Administration from UNC-CH. He has a background in every facet of the insurance industry.

Tim works with clients on their Business Insurance coverages, specializing in handling the risk management and exposures associated with large manufacturers, suppliers, property owners, hospitality and professional offices. He has an extensive background in Personal Insurance and Life Insurance coverages, in addition to managing the Medical Professional Liability division at MMA. With more than 25 years of experience in the Malpractice field, he is recognized statewide for his expertise on issues involving insurance and the Medical Profession.

Active in the industry, Tim has served on the board of directors of the Piedmont Chapter of the Chartered Property Casualty Underwriters Society (CPCU), the Society of Financial Service Professionals (SFSP), the North Carolina Reinsurance Facility and the North Carolina Association of Insurance Agents. He is one of the senior members of the IIANC Technical Committee, a resource for agents seeking technical help on complex issues. One of his focus ares is the rapidly growing exposure to Cyber Liability/Data Breach losses and how to address them.