A Day With MDRT Energize Your Practice!

Transcription

1 NOVEMBER 13, 2014 THE WESTIN HOTEL TYSONS CORNER, VIRGINIA PROGRAM

2 We Thank Our Sponsors Top of the Table Sponsor Silver Sponsors Supporting Sponsors Supporting Organizations

3 Schedule of Events 8:00 am Registration and Breakfast with Exhibitors Foyer 8:30 am Opening Ceremonies Main Platform Speaker 5-Step Action Plan for Financial Advisors - New Opportunities for Top Advisors to Showcase their Retirement Planning Expertise - Ed Slott, CPA, Ed Slott & Company, Rockville Centre, NY (2 Hours DC/MD/VA Insurance and CFP CE) 10:30 am Break with Exhibitors Foyer 10:45am Main Platform Speaker Applying Lessons From the Past to Build a Better Tomorrow - Howard J. Elias, Guardian Life Insurance Company, New York, NY, Immediate Past President, GAMA International 11:30 am Focus Sessions Choose One of the Following: Essential Questions to Lower Clients Tax Liabilities with Jeffrey Levine, CPA, Ed Slott & Company - Oaks Ballroom (1 hour DC/MD/VA Insurance and CFP CE) 2. Charitable Giving Through Life Insurance with Cedric L. Watkins, II, JD, MBA, Los Angeles, CA, The Watkins Group & Associates, LLC -The Pines 3. Bridging the Gap: Getting Into the Life Insurance Conversation with Roger Seim, MSFS, CLU, MassMutual Financial Group - The Birches 12:30 pm Lunch Oaks Ballroom NAIFA 125 Years Young - Juli McNeely, CFP, CLU, LUTCF, Spencer, WI NAIFA President MDRT Foundation Presentation -Roger Seim, MSFS, CLU, Maple Grove, MN MDRT Foundation President 1:30 pm Focus Sessions Choose One of the Following: 4. How to Really Grow Your Business In This Market! with C. Richard Weylman, The Weylman Center For Excellence - Oaks Ballroom 5. Women and Wealth: Don't Let Your Business Get Lost in Translation with Carissa Miller, Jackson National Life Insurance - The Birches (1 hour CFP and PACE CE; insurance CE pending. Attendees receive card for up to 12 hours Online CE) 2:30 pm Break with Exhibitors Foyer 2:45 pm Main Platform Speakers The Power of Why - The New Marketing and Sales Message for Today s Marketplace - C. Richard Weylman, Punta Gorda, FL The Weylman Center For Excellence Because I said I Would - Alex Sheen, Lakewood, OH MDRT Annual Meeting Main Platform Closing Speaker Wrap-Up Brock T. Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS Capitol Financial Partners, Co-Chairman, 4:30 pm Reception with Exhibitors - Food, Drink and Door Prizes - Foyer

4 Main Platform Speakers Howard Elias is the CEO of the Guardian Agency Wealth Advisory Group LLC, based in New York City. The agency was founded in 1929 and now has more than 70 associates and includes a branch in Albany, NY. Elias joined Guardian after graduating from the University of Massachusetts-Amherst, and in 29 years with the company has served as a financial representative, sales manager and general agent. He has won numerous Guardian and industry awards. Elias became a GAMA member in 1993, joined the board in 2008 and was named President in July He resides in Manhattan. Juli McNeely, CFP, CLU, LUTCF is president of McNeely Financial Services, a 45-year-old company founded by her father. She was elected president of NAIFA in September 2014, after serving in leadership roles at the national, state and local levels. She is a qualifying member of MDRT and a member of Women in Financial Services. In 2011, McNeely was the recipient of the NAIFA Wisconsin A. Jack Nussbaum Distinguished Service Award. In 2013, she was named one of the "Top 20 Women You Need to Know" in insurance by LifeHealthPro. McNeely earned a bachelor of science degree from Northwestern College. Her practice specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Roger A. Seim, MSFS, CLU, ChFC of Maple Grove, MN is an Advanced Services Specialist with MassMutual Financial Group. He has served in various roles with MassMutual and prior to that with the Lutheran Brotherhood. He received his bachelors degree from Newbury College in South Carolina. Mr. Seim has been a Million Dollar Round Table member since 1981 and currently serves as President of the MDRT Foundation. His personal philosophy for his business is to combine technical knowledge and creativity with personal integrity to help clients build and preserve financial dignity. Alex Sheen is the founder of because I said I would, a social movement and nonprofit dedicated to the betterment of humanity through the importance of a promise. Sparked by the loss of his father, Alex and his organization send promise cards to anyone anywhere in the world at no cost. Alex is someone who truly honors commitment. He once walked over 240 miles across the entire state of Ohio in 10 days to fulfill a promise. In less than two years, because I said I would has sent over 250,000 promise cards to over 82 different countries. The promises written on these cards have made headlines around the world. His charitable projects and awareness campaigns have been featured on ABC World News with Diane Sawyer, CNN, The Today Show, NPR, The Los Angeles Times and many other programs. Ed Slott, CPA, was named The Best source for IRA advice by the Wall Street Journal and called America s IRA Expert by Mutual Funds Magazine. He is a widely recognized professional speaker and has created several nationally-aired public television specials including the most recent Ed Slott s Retirement Rescue! (2013). Slott has also the created The IRA Leadership Program and Ed Slott s Elite IRA Advisor Group, which were developed specifically to help financial institutions and advisors, financial advisor firms and insurance companies become recognized leaders in the IRA marketplace. He has published numerous books and is the author of a monthly IRA newsletter. He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal, and a former board member of the Estate Planning Council of New York City. C. Richard Weylman, CSP, CPAE, a life-long student of the high net worth, Weylman was the head of Sales and Marketing for the Robb Report, world-renowned magazine for wealthy lifestyle, and an Executive at an award-winning Rolls-Royce dealership. Although no longer affiliated with those enterprises, his experience in marketing, selling and communicating with high net worth people is unparalleled. Today, as a highly sought after marketing consultant in the financial services industry, Weylman draws from his lifetime of experience to help others understand the unique psychological needs of the wealthy and helps wealth advisors reach wealthy prospects and grow a profitable business. He is the author of the best selling book, Opening Closed Doors -- Keys to Reaching Hard to Reach People and the founder of The Weylman Center for Excellence in Practice Management, an online university for wealth advisors and staff to elevate their success in acquiring high net worth clients. Christopher Forbes, Vice Chairman of Forbes Magazine, calls his work in this complex marketplace "brilliant. We thank our Top of the Table Sponsor

5 Focus Sessions Essential Questions to Lower Clients Tax Liabilities The taxation of retirement accounts can have a devastating impact on clients and their beneficiaries, especially when avoidable mistakes are made. Thankfully, advisors often have the opportunity to identify and address many of these issues, before they derail clients financial plans. This program will focus on 10 essential questions advisors should ask every client with a retirement account to identify potential tax traps, and how to deal with them once they re discovered. Jeffrey Levine, CPA, is an IRA Technical Consultant with Ed Slott and Company, LLC. He is an expert in IRA distribution planning and is a consultant for both advisors and clients. Levine is a contributing writer and editor for Ed Slott s IRA Advisor newsletter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company s websites, and He is a contributing author to the recently released 2012 edition of The Retirement Savings Time Bomb And How To Defuse It and is a regular contributor to various industry publications. Levine also serves as a valuable resource for the members of Ed Slott s Elite IRA Advisor Group, a 400+ member organization of some of the country s top financial advisors who are dedicated to becoming experts in IRA distribution planning. 2. Charitable Giving Through Life Insurance Insurance investments are fast becoming the most powerful vehicle for capital accumulation. A person who cannot consider a major gift out of existing assets can now plan a deferred gift using a highly-leveraged insurance vehicle. By purchasing an insurance policy with modest tax advantaged premiums, over a few years, he/ she can make a significant contribution. Your clients can employ this means to economically support the life and success of future endowments and a stable economic future. Cedric L. Watkins, II, JD, MBA is the President/CEO & Managing Partner of The Watkins Group & Associates, LLC, An Estate Planning and Wealth Management Firm. He brings an abundance of legal and wealth management experience coupled with an economic background as a successful business owner since Watkins has maintained the same business address for more than 28 years, where he has served the Los Angeles community with more than 3,000 satisfied clients. He is a prominent speaker nationally on estate planning and financial literacy. Watkins holds a Bachelor of Science degree from Washington State University, MBA degree from Pepperdine University Graziadio Graduate School of Business and a Juris Doctorate from Pacific Coast University School of Law. 3. Bridging the Gap: Getting into the Life Insurance Conversation Life Insurance is the foundation of a good financial plan. How do you begin the life insurance conversation with a financial planning client? How do you guide the prospect to consider the importance of Life Insurance in the Financial Plan? Whether you are new in the business or a seasoned veteran yourself, you will learn how initiating the life insurance discussion can lead to better clients and bigger sales. Roger Seim, MSFS, CLU of Maple Grove, MN is an Advanced Services Specialist with MassMutual Financial Group. He has served in various roles with MassMutual and prior to that with the Lutheran Brotherhood. He received his bachelors degree from Newbury College in South Carolina. Mr. Seim has been a Million Dollar Round Table member since 1981 and currently serves as President of the MDRT Foundation. His personal philosophy for his business is to combine technical knowledge and creativity with personal integrity to help clients build and preserve financial dignity. 4. How to Really Grow Your Business In This Market! Learn the truth about what the affluent want from an advisor, how to duplicate your best clients effectively, how to move from meeting people to meeting WITH people, and how to effectively retain clients for net growth. Leave with a Plan of Action to Re-Ignite Your Marketing Efforts. C. Richard Weylman, CSP, CPAE, a life-long student of the high net worth, Weylman was the head of Sales and Marketing for the Robb Report, world-renowned magazine for wealthy lifestyle, and an Executive at an award-winning Rolls-Royce dealership. Today, Weylman draws from his lifetime of experience to help others understand the unique psychological needs of the wealthy and helps wealth advisors reach wealthy prospects and grow a profitable business. He is the author of the best selling book, Opening Closed Doors -- Keys to Reaching Hard to Reach People and the founder of The Weylman Center for Excellence in Practice Management, an online university for wealth advisors and staff to elevate their success in acquiring high net worth clients. Christopher Forbes, Vice Chairman of Forbes Magazine, calls his work in this complex marketplace brilliant. 5. Women and Wealth: Don't Let Your Business Get Lost in Translation Lost in Translation explores how to build business with female clients by connecting, communicating and responding to them using techniques based on research findings. Tips and tactics on how to approach financial planning and the benefits of establishing trust with this target market are also presented and reviewed in the context of potential strategies. Presented by Jackson National Life Carissa Miller is the Regional Vice President of variable products for Jackson National Life in the Greater Washington, D.C. area. She first joined Jackson in 2003 in Denver, to begin a career in marketing. She soon realized that she had a love for wholesaling, and was promoted to her first wholesaling position in 2007 when she moved to Boston, MA to represent Jackson s Fixed Annuity product line. In 2010, she was promoted to her current position to represent the Variable Annuity product line in the D.C. area. In 2009, she learned that dreams do come true when she became the first female in the history of Jackson to finish first in sales and be awarded Wholesaler of the Year.

6 APPS Chesapeake Region Lou Kallas Regional Manager , ex 11 Sponsor Contacts Jackson National Life Shannon Keough Regional Vice President, Fixed Annuities Carissa Miller Regional Vice President, Variable Annuities Ronald Wright Regional Vice President, Variable Annuities Brokerage Services International Andrea D'Aoust President Columbus Life Insurance Company Ward Carson Regional Vice President Midland National Joel Tabin, CLU, ChFC Ohio National Financial Services Robert Lee, CFP, CLU, ChFC Regional Sales Director DentaQuest Mark Haraway President Freedom Broker Services Kevin P. Conley, CLU, CASL, LUTCF, CLTC President GAMA International Bonnie L. Godsman, CEO John Hancock Retirement Plan Services Charles Reichelt Prudential Linda Freeze, CFP Regional Vice President Michael Thomas Clothiers Tom Comeau Society of Financial Service Professionals National Capital Chapter Melissa Dornan, MBA Membership Co-Chair (202) Steadfast Income REIT Dave Consolino Regional Vice President AXA Advisors Capitol Financial Partners First Financial Group Lincoln Financial Group Table Hosts MetLife Financial Group of the MidAtlantic NAIFA-Northern Virginia New York Life Bethesda Northwestern Mutual

7 In addition to our speakers and sponsors, NAIFA-Greater Washington extends a special thank you to those that made the fourth annual A Day with MDRT a huge success. Attendees, One and All! NAIFA-GW Board of Directors, Registration Desk Assistants National Anthem Sung by James Gibney Organizations Working in Cooperation: GAMA International; Million Dollar Round Table; NAIFA and the Headquarters Membership Staff; NAIFA-Maryland and NAIFA-Northern Virginia Participating Charity: Greater Washington Foundation for Insurance and Financial Advisors GWFIFA is the charitable arm of NAIFA-Greater Washington. It is an incorporated 501 (c)3 charitable organization that is dedicated to having a positive impact on the lives of the citizens, especially children, of the Washington, D.C. metropolitan area, through community service. The Foundation provides scholarships/support to Mentors Inc., For Love of Children, and contributions to the Montgomery County Family Self-Sufficiency Program and Coalition to Salute America s Heroes. A Day with MDRT Committee James V. Durkin, CLU, ChFC, CFP Co-Chairman William Rock Brockman, CLU, ChFC Matthew Grace, CLTC Mary Grate-Pyos, MBA Dilip Jhaveri Brock T. Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, Co-Chairman Christopher M. Pirtle, LUTCF Randy Scritchfield, CFP, LUTCF Ken Van Valkenburgh, MBA, LUTCF

8 NAIFA Greater NAIFA Washington Greater Presents Washington Presents Join us in 2015 for Join us in 2015 for the Fifth Annual the Fifth Annual NAIFA- Greater Washington P.O. Box 5153 Arlington, VA SEPTEMBER 24, 2013 THE WESTIN HOTEL TYSONS CORNER, VIRGINIA PROGRAM