Life and Health - Webinar

Educational Consultant:
Jean Sundlof
CIC, CPCU, CCI, ACI, CPIA

Jean Sundlof began her career working in the family independent agency in Oklahoma in a sales and marketing capacity. She continued her career serving as Executive Director of Associated Risk Managers of Oklahoma. In 1990, Jean moved to Minnesota and joined Great American Insurance Company as an Agency Operations Representative.

She returned to the independent agency side soon after, joining Youngdahl Companies in Marketing and Client Executive roles. She joined Kraus Anderson Insurance in 1999, holding positions of Client Executive, Sales Executive, Director of Captives, Coverage and Risk Consulting, and Consultant during her tenure with the agency. In 2026, Jean retired from Kraus-Anderson to focus on teaching and consulting. She instructs many courses for Big I Minnesota, serves as a National Faculty member and Educational Consultant for the Risk and Insurance Education Alliance, and is also an active faculty member for Swiss Re, instructing agent’s E&O courses.

Jean received her BBA and MBA from the University of Oklahoma. She holds the Certified Insurance Counselor (CIC), Chartered Property and Casualty Underwriter (CPCU), Certificate in Captive Insurance (CCI) and Certified Professional Insurance Agent (CPIA) designations. She is also an   Associate in Captive Insurance (ACI) and was the first Minnesotan to receive this designation.

Jean has been honored by Big I Minnesota as Young Agent of the Year and by the Oklahoma Association of Professional Insurance Agents as Insurance Woman of the Year. She serves on the board of directors for Neill Lake Townhomes. She is Past President of Big I MN, the largest trade association in Minnesota for insurance agents. She delights in her three grandsons, two dogs, and almost one hundred houseplants.

Speaker Day 1

Robert Shomo
MBA, CIC

Bobby spent six years working company side for both Allstate and Safeco in Ohio before moving to Marshalltown to pastor his wife’s home church, Center Street Baptist Church and serve as the local hospice chaplain. In 2005, he reentered the insurance industry by purchasing Koehler Insurance from Paul and Connie Koehler.

In 2010, he, along with his friend and competitor Steve Madsen chose to bid on and eventually purchase the old Security Bank Insurance book of business and combine their operations. He works primarily in the commercial insurance field, especially in schools and municipalities.

Bobby has a BA in theology from Cedarville University, a few hours short of a Master’s in Theological Studies from Grand Rapids Seminary, and an MBA with concentrations in Finance and Accounting from Wright State University. He earned his Certified Insurance Counselor (CIC) designation in 2012 and is a National Instructor for the National Alliance in the areas of Agency Management and Life & Health.

Away from work, Bobby and Kendall enjoy their three sons: Eric, his wife Marie, and grandson Oliver; Ryan and Austin and spending time with them, their annual family vacation to Okoboji, hanging out at the pool, traveling and playing or watching about every sport imaginable.

Speaker Day 2

Charlie Matejowsky
CIC, LUTCF

Charlie Matejowsky’s path to becoming a respected educator in the insurance and financial services world began long before he ever stepped into a classroom of industry professionals. After fifteen years as a Texas teacher and coach, he carried forward the same commitment to clarity, encouragement, and personal growth when he entered the insurance field in 1982. Over the decades, his CIC and LUTCF designations, along with leadership roles in NAIFA and the American Health Insurance Association, built a foundation of credibility—but it is his passion for teaching that truly defines him. 

Some moments stand out vividly in his memory. As a young participant in CIC and Ruble classes, he sat in the back row thinking, I can teach better than this. When he finally taught his first four-hour session in Plano, Texas, he walked out convinced they would never invite him back. Instead, they loved him. More than 25 years later, he remains a proud member of the Risk & Insurance Education Alliance faculty, teaching both basic and advanced courses across the country. 

What keeps him energized is simple: the people. Whether in person or online, he treasures the chance to meet professionals who care deeply about serving their clients. His favorite moments are the “lightbulb flashes”—those instances when a concept clicks and he can see understanding spark across a room. As the self-described “Retirement Repairman,” he brings the same educator’s heart to his clients, guiding them through lifeshaping decisions with patience and purpose. 

Charlie likes to say he’s an ABC kind of guy—Aggie, Bohemian, Coach. But at his core, he’s always been a teacher, grateful for the privilege of helping others grow.