Zurich Seminar Series

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Zurich F&I Seminar Series

Seminar Schedule and Locations

Read the Press Release

Zurich brings a compelling seminar series that focus on how retailers can stop losing money by preventing simple mistakes. Learn how change resistance and unchallenged loyalties cause dealers to lose millions of dollars in additional profit opportunities in the seminar “Overlooking Millions, Stop missing profit opportunities!” Take time to get an overview of current laws as they relate to Sales, F&I, Customer and Workplace issues in the seminar “I Think I am legal - Are you as SAFE as you think you are?” Zurich brings these seminars to Dealer Expo® this year to help retailers in tough times save money with simple steps all for Free with your registration for Dealer Expo® 2010!

Who should attend these seminars?

These seminars are for owners and managers who want to utilize key F&I services to prevent financial loss over simple mistakes.

Seminar 1: “Overlooking Millions, Stop missing profit opportunities!”

Learn how change resistance and unchallenged loyalties cause dealers to lose millions of dollars in additional profit opportunities.

Co-presented by :

Andy McNeil, Regional F&I Manager – ZURICH
Dan Mowid, National Profit Participation Executive – ZURICH

Learn how to:

  • Get a in depth look at the current state of the Powersports Industry
  • Analyze the 2010 outlook
  • Understand the impact of cash flow (this month)
  • ESC Structures and Cash Flow
  • Balance Loyalty
  • Dealer Profit Participations – Building long term wealth
  • Making the best decision by understanding options

Friday, 12th @ 10:00am-11:00am – Room 210
Saturday, 13th @ 10:00am-11:00am – Room 210

Seminar 2: “I think I am Legal, Are you safe as you think you are?

An overview of current laws as they relate to Sales, F&I, Customer and Workplace issues.  Are you as SAFE as you think you are? Find out what you could be doing wrong that could cost you thousands of dollars in this seminar series.

Co-presented by:

Andy McNeil, Regional F&I Manager – ZURICH
Bill Chitwood, Regional Sales Manager – ZURICH
Mike East, National Business Development and Training Specialist – ZURICH
Eric Castetter, Account Executive – ZURICH

Learn How to:

  • Keep up to date with current laws and the Motorcycle Industry
  • How dealers are easy targets, you need to protect yourself
  • Workplace & Customer Discrimination
  • What are: Statute and Title E&O, Gramm-Leach-Bliley Act & Regulation Z
  • Equal opportunity Act and Regulation B
  • Understand the Patriot Act
  • Form 8300 – What is expected of you?

Friday, 12th @ 12:00pm-1:00pm – Room 210
Saturday, 13th @ 2:00pm-3:00pm – Room 210

Seminar Schedule and Locations