On October 12, 2023, UNICO Group (unicogroup.com), a client-focused insurance broker, held its 2023 annual meeting. This year’s meeting was not only a celebration of the company’s successful fiscal year, but also marked a significant milestone – 35 years in business!
The day kicked off with a training session conducted by Nate Sannes from InCite Performance Group. Sannes provided valuable insight and strategies to UNICO’s advisor team, equipping them with the necessary tools to start the new fiscal year on a successful note. Following the training, Scott Becker and Brian Klintworth from HBE took the stage to deliver an educational session on the impacts of the Nebraska Pass-Through Entity Tax (PTET) on 2023 tax filings. With the educational sessions concluded, team members from across the nation gathered to review the fiscal year’s results and discussed the goals and targets for the upcoming year.
One of the highlights of the meeting was the presentation of the annual Scotty Award. Initiated by UNICO’s past President, Scott Nelson, the Scotty Award recognizes team members who consistently embody UNICO’s core values – Positivity, Teamwork, Professionalism and Trust. This year, the award was awarded to Derek Holmquist, Brand Strategist, who began his journey at UNICO as an intern seven years ago and has since made significant contributions to the company’s success.