Thank you for another incredible Annual Meeting!

We hope the energy, encouragement and innovative ideas from the meeting continue to inspire growth in your career and life. Thank you to all attendees, speakers and sponsors for creating a memorable experience in Vancouver.

Next year’s meeting will take us to Orlando, Florida, June 4–7. It’s not too early to start exploring the city! Meeting registration will open in early 2017.

2016 Annual Meeting Content


Read about ideas captured at the meeting in the new MDRT Blog. From session takeaways to techniques shared in the ConneXion Zone, learn new ways to take your career to the next level.

Click here to visit the MDRT Blog.

Resource Zone

2016 Annual Meeting recordings will be available free to all members in the Resource Zone. Check back often for additions, and in the meantime, explore presentations from past meetings for strategies to grow your business.

Click here to visit the Resource Zone.

Sunday, June 12, 2016

2:50 p.m.

Allan T. Mendels, CLU, ChFC
10 Ideas from 40+ MDRT Meetings

Tuesday, June 14, 2016

8:30 – 9:30 a.m.

Brad Elman, CLU
Building a Practice You Love

John Gephart, JD, CLU
Executive Benefit Consulting – The Key to Closely Held and Family Business Sales

Tom Hegna, CLU, ChFC
Don’t Worry, Retire Happy! 7 Steps to Retirement Security

Ashley Pattinson, ADFP, ChLP
Outlook to Outsourcing: The Compliant Productivity Ninja

Larry E. Ricke, CLU, ChFC
Ten Tips to the Top…of the Table

Marc A. Silverman, CLU, ChFC
Prospecting Your Way to the Top

10 – 11 a.m.

Marsha Friedman
Effective Marketing Through the Power of Publicity

You Sung Kim
Presented in Korean Language
Win Your Client’s Heart

Bernard Lim, CFP, CSFE
Highly Effective Wealth Planning Model for Sales Growth

Ravi Pahlajrai Rajpal
Goal Setting & Time Management in Two Easy Steps

Audrey Thomas, CSP
The Truth About Productivity: You Can’t Catch Up, But You Can Get Ahead

Yasuhisa Ueki, CFP, TLC
Presented in Japanese Language:
Target Marketing and the Moment

10 – 11:30 a.m.

Guy E. Baker, MSFS, CLU
4th Generation Retirement Planning

Jane E. Blaufus, CLU
Courageous Conversations

Justin J. Deges, FICF, LUTCF
Building Your Book of Business by Reaping What You Sow

Apelles Poh, MFP, CFP
Turning Problems Into Possibilities – Building Resilience In Life & Work

11:15 a.m.

David M. Ethell, LUTCF
Grow Your Practice Through Service

11:40 a.m.

Barbara Rozgonyi
5 Ways to Invigorate Your LinkedIn Profile in 15 Minutes or Less

2 – 3 p.m.

Corey Lee Anderson
Protecting the “–” instead of the “.”

Bill Cates, CSP, CPAE
Creating Unlimited Referrals and Personal Introductions Without Asking

Rao K. Garuda, CLU, ChFC
Engaging and Motivating High‐Net‐Worth Clients

Jennifer Jacobs, CFP, CLU
Long Term Care Insurance: Live Without Compromise

Min-Ho Kong, CFP
Presented in Korean Language:
Marketing and Sales Strategies for Asian Consumers

Futoshi Kuwano, TLC
Presented in Japanese Language:
Lessons From Top of the Table Members Around the World

Bharat Vadilal Parekh

Cheryl Robertson, JD
Social Security Benefits – No Longer Just a Retiree’s Lunch Money

James J. Van Ham, CLU, CFP
Making MDRT Through Multi‐Line

Tuesday, June 14, 2016

3:30 – 4:30 p.m.

Eiji Fujita, TLC
Presented in Japanese Language
Grow Your Network to Expand Your Business

Shin Sook Lee
Presented in Korean Language:
Dreams, Goals and Meeting MDRT

Venkateswara Rao Vakalapudi
Business Building vs. Relationship Building

Zheng Yu (Nick) Wu
Presented in Mandarin Language:
Get Referrals from Your Clients

3:30 – 5 p.m.

Guy E. Baker, MSFS, CLU
4th Generation Retirement Planning

Robert M. Ball
How Much More Life Insurance Can I Buy?

Tim Cestnick, FCA, FCPA
A Revolutionary Approach to Advising Clients

George D. Goulet, TEP, CFSB
7 Strategies to Help You Reach MDRT’s Top of the Table

Tom Guzzardo and Daniel R. Meylan
Grey Hairs to Young Bucks: How to Find a Successor or Be One

Michelle Hoskin
Wowing By Design!

Paul Mollica, CFP
Illustrated Advice: Show Your Clients What Good Advice Looks Like

Doug Towill, MBA
Build a Brand That Sets You Apart

Wednesday, June 15, 2016

10 – 11 a.m.

Douglas John Bennett, DipPFS
From the Edge of (Financial) Oblivion to Court of the Table

Russell Collins, Dip LI
Skills That Succeed In the Untapped Business Insurance Market

Brad Davidson
Unique Assets: The Hidden Half of Your Clients’ Wealth

Darnyelle A. Jervey, MBA
Market Like a ROCK Star

Stuart Shee Yew Kuen, BBA
A Social Miracle: Life Insurance

John Sileo
The Hacker’s Blacklist: Cyber Security for Financial Professionals

Thomas W. Young, CLU, ChFC
The Lifetime Impact of Lost Opportunity Costs

11:30 – 12:30 p.m.

Nikhil Jitendra Anandpara, CFP, CII
Think the Unthinkable to Spark Transformation in Your Business

Brad Bueermann
Building a Sustainable Business

Pedro Camarena
Presented in Spanish Language
The Easiest Way to Sell Life Insurance

Hiromichi Chiba, AFC, TLC, and Keita Honda
Presented in Japanese Language:
Qualify for MDRT Year After Year

John Maher
You Never Know What’s Around the Corner

Adam McCann, CFP
Who Are You and Why Should They Care?

Stig O. Nybo
Context, Knowledge and Belief

Godfrey Phillips, FChFP, JP
Having a Health Line of Credit For Critical Illness

Barbara Rozgonyi
Step on the Marketing & Business Accelerator with LinkedIn

Lawrence Sarbit
The Challenge of Value Investing

Kyo Wook Son, CFP
Presented in Korean Language:
Sharing Ideas for Growing Business in Estate & Gift Planning

Fang Xie
Presented in Mandarin Language:
How to Talk About Insurance with High‐Net‐Worth Clients