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September 2010


I can't believe it is that time of year that we are planning our Board and activities for 2011!


Wait! Wait! There are still 2010 events that you can sign - up for:


         Our Speed Networking Event! On September 30th from 5:30 to 7:30 at Fifty Seven Degrees Wine Emporium; 1735 Hancock Street, San Diego, CA 92101.

 Click here to register!

         Our October 8th luncheon on Voluntary and Flexible Benefits. Click here to register!

         Our annual Holiday Party Breakfast on December 3rd. Click here to register or purchase raffle tickets online and look for more information in the coming months.  

And now onto 2011...And the new Board is......wait we don't know! We need your nominations for Board positions. You can nominate yourself. Don't be shy. We will be voting in November, so please look for a ballot by email if there are contested offices.  Feel free to attend our November 4th board meeting to see what happens on the board. 


Please click here for the nominations form for Executive Board MembersPlease return this form no later than October 31st.   Positions open are Vice President, Secretary and Treasurer.  


Please click here for the annual Insurance Person of the Year Award nomination form. Please return this form no later than October 31st.  


If an Executive Board position may seem too much of a commitment and you want to be involved but for a specific committee here are the positions available for 2011! Please contact Cathi Marx at 619 294 9863, or as soon as possible if you are interested. You may also volunteer to be co-chair as all positions could use help! 


Committee Chairs - 2011

Webmaster - Naimesh Shah
Liaison SDIW, IBA  - Nancy Ladd

Hospitality Chair - Open
Fashion Show Chair -  Cheena Malicki
Golf Tournament Chair - Terri Carver
Education / Speaker -
Open (Co-chair VP)
Reservations -  Treasurer
I-Day Chair - Cathi Marx

Charity Liaison-Open
Employment Opportunities Chair - Sharlene Theakston
Sunshine Committee Chair -

Membership Chair - Open
Project InVEST Chair- Renee Bear
Holiday Party Chair - Cheena Malicki
Public Relations / Communications Chair - Julie Brown


We are so excited to continue our amazing work together, and we hope that if you have not taken an active role in the past, that 2011 is the year you share your creative spirit!


Warmest Regards,  

Cathi Marx, ALCM, COSS, CHS-V
PWI President 2010
Next Meeting

October 8, 2010

11:30 am - 1:00 pm 


With all that is going on in Health Care today, you need to personally be informed as to your available options.  Even if you are not in the health side of the business, you don't want to miss this meeting.  Our topic is:




You will learn: 

  • What are Voluntary and Flexible Benefits

  • Who Needs and Why

  • How Flexible Benenfit Plans work

Our speaker is Terie Bradford, a Corporate Sales and Sales Management Trainer for 20 years and is a Colonial Regional Instructor in Southern California for Colonial Life College.  She provides Classroom Instruction and field visits to develop new managers and to keep up with trends and concerns in the healthcare market.  

1 hr CE for Life/Health Agents

Register Now!

RSVP Today to learn more about how voluntary and

 flexible benefits can complement your current

employer sponsored plan! 

Click here for more info on How Small Businesses
can offer benefits like the big guys!

Holiday Breakfast


The angels are coming again to celebrate our Annual Holiday Party!

We will be raising funds for

  • YWCA, Battered Women's Shelter
  • Rachel's  Women's Center and
  • Girl Scouts of San Diego and Imperial Counties  


Every year we are able to exceed the last in helping provide for the women and children in our county trying to make a better life for themselves. And this year I hope we can continue that trend by raising over $4,000 with your generous support of donations, sponsorships, and selling of raffle tickets. We hope you will join us for food, friends and bringing the angels to those in need.


I plan on taking extra vitamins, so I don't miss out this year. But I also realize so as not to run myself down that I need some helpers. If anyone is interested in being part of this special event, please contact me. or 858-350-7287


If you can be an angel and sponsor this event, please click here.  


Register to attend here!




Cheena Malicki

PWI Holiday Party Chairperson


Charity Updates/Needs

You are Invited to

OPT's 25th Anniversary Dinner


This year marks the 25th anniversary of the Office Professional Training/InVEST program at Grossmont College.  Since 1985, the Insurance industry has helped provide job training, counseling, and placement services to more than 2,100 individuals.  Please join us for dinner as we celebrate this special milestone of this life-changing program:


Thursday, November 4, 2010

6 -9 p.m.

Ronald Reagan Center

195 East Douglas Avenue

El Cajon, CA 92020


Dinner will be provided by West Coast Barbecue and Catering.  Individual tickets are available for $40, or your organization can sponsor a table for $500 or $1,000.  All proceeds will benefit the Office Professional Training/InVEST students.  Please contact Mary Leslie (619 644-7533 or to obtain further information or purchase tickets.





Please feel free to take advantage of this FREE Employment section of the Newsletter to post current job openings you or your company may have open. 

If you would like to place an ad, please contact Sharlene Theakston and indicate you would like to post a job in the PWI Newsletter.  OR  888-528-8367


JOBS Available:


 C/L & P/L CSR's / Account Manager's needed for temp-to-hire and direct hire positions. San Diego and Orange County

 Employee Benefits positions available (Account Manager and Analyst). In San Diego andn Orange Counties.Temp-to -hire and direct hire.

 Sales Producers, Commercial and Employee Benefits.  Commission only OR draw. San Diego County. Direct Hire.

 To view other jobs San Diego Insurance Staffing has open, please go to and click on 'Job Openings OR call 888-528-8367

FREE Resource Career Center, on-line, at Sign-up and get free access to: How to write a resume, Interviewing tips, Personality Profile tests, Job Searches, and much more.
Thank you to our Newsletter Sponsor

Aspen Risk Management Group
If you would like to be a Newsletter Sponsor for 2011, please contact Julie Brown, 888-528-8367 or

In This Issue
October Meeting
Holiday Breakfast
Charity Updates/Needs
Future Events
Ask an Expert
Bowling & Glow Golf
Member Updates
Got Announcements?
2011 Membership Dues
Quick Links

October 7, 2010
Board Meeting

October 8, 2010
Luncheon Meeting

November 4, 2010
Board Meeting-Planning for 2011

December 3, 2010
Holiday Party
October Birthdays!  
Terri Carver 10/17
Steve Thompson 10/26
Marie Guerad 10/27
Nancy Mosby 10/27
Helen Nelson 10/31
Join Our Mailing List!
Ask an Expert
Need Help?  Click here for our contact form and it will be sent to one of our member experts.
Other Industry Events:
IICF - 3rd Annual Bowling Tournament - October 7th  2 pm-5 pm
LANES are still Available

San Diego Insurance Women's (SDIW)
3rd Annual "Glow" Ball Golf Tournament
Friday, October 15th
Sail Ho Golf Club - Liberty Station
  2960 Truxtun Rd., San Diego, CA  92106
 Registration starts at 5:00 pm

Benefits:  Rachel's Womens Center and Project InVEST

Sponsored by AFLAC
Goodie Bag Sponsor ~ BB&T - John Burnham

Golf, Dinner, 2 Drinks & 5 Raffle Tickets - $85 each

For more information contact:
Pam ~

Member Updates 

San Diego Insurance Staffing has received a (Disadvantaged Business Enterprise) DBE - Woman Owned Business certification from the CA Department of Transportation.  Congratulations Julie! 


Cathi Marx is now on the board of the American Board for Certification in Homeland Security.  Congratulations Cathi.


Want to share your accomplishments? 
We would love to list member acheivements, awards, announcements, and promotions in future newsletters.  Send your info and contact information to Julie Brown, and we would be happy to let other members know what you have been up to!

2011 Membership
We are starting our annual Membership drive on September 1, 2010.  Register for 2011 and get the rest of 2010 for FREE! 
Applications are now online and you can pay online by credit card or mail your check. 
Click here to complete your application for an individual or corporate membership online.  
About Us

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