Annual Meeting

Your journey starts here.


no on-site registrations will be accepted.

Due to significant interest from our members, registration for the 2016 Annual Meeting has reached capacity. The meeting is at full capacity and registration is closed. We invite everyone to join us via social media and experience the energy of the meeting. Follow #MDRT2016 to see the sights and hear the stories from MDRT and meeting attendees. Also, we encourage you to visit the Resource Zone to view presentations from past meetings.

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Attend the 2016 MDRT Annual Meeting.

The MDRT Annual Meeting is MDRT’s pinnacle conference, gathering thousands of members from around the world to create an exclusive event like no other. Attendees hear inspiring speakers, learn insights from some of the best minds in the world and share their best practices and innovations with peers to help attain new levels of success. The MDRT Annual Meeting is where MDRT members learn to be well-rounded individuals, improving their lives both personally and professionally.

- Find ideas to increase productivity
- Learn about solutions that improve client service
- Hear business strategies from industry experts
- Get involved in the MDRT community!

Schedule at a Glance

Saturday, June 11, 2016

11 a.m. – 5 p.m.
MDRT Store and MDRT Foundation Booth

11 a.m. – 4 p.m.

4:30 – 5:30 p.m.
PGA Volunteer Orientation and Breakout Sessions

Sunday, June 12, 2016

7 a.m. – 7 p.m.

10 a.m. – 4 p.m.
ConneXion Zone

10 a.m. – 4 p.m.
MDRT Store and MDRT Foundation Booth

1:00 – 3:30 p.m.
Court of the Table and Top of the Table Program
(2016 Court of the Table and Top of the Table members only)

2:30 - 3:30 p.m.
Court of the Table and Top of the Table Program Reception
(2016 Court of the Table and Top of the Table members only)

4 – 4:30 p.m.
First-Time Experience (First-Time Annual Meeting attendees only)

5 – 6:30 p.m.
Opening Ceremony (NEW)

6:30 – 7:30 p.m.
MDRT Foundation Booth

Monday, June 13, 2016

7 a.m. – 4 p.m.

8 – 11:45 a.m.
Main Platform

11:30 a.m. – 5:30 p.m.
ConneXion Zone

11:30 a.m. – 5:30 p.m.
MDRT Store and MDRT Foundation Booth

12 – 1:30 p.m.
Special Session (prepaid ticketed event)*

2 – 4:30 p.m.
MDRT Speaks

Tuesday, June 14, 2016

6:30 – 8 a.m.
Special Session (prepaid ticketed event)*

7 a.m. – 4 p.m.

8:30 – 9:30 a.m.
Idea Exchanges & Focus Sessions

9:30 a.m. – 5 p.m.
ConneXion Zone

9:30 a.m. – 5 p.m.
MDRT Store

9:30 a.m. – 5:30 p.m.
MDRT Foundation Booth

10 – 11/11:30 a.m.
Focus Sessions

12 – 1:30 p.m.
Special Session (prepaid ticketed event)*

2 – 3 p.m.
Focus Sessions

3:30 – 4:30/5 p.m.
Focus Sessions

Wednesday, June 15, 2016

7 a.m. – 2 p.m.

8:30 – 9:30 a.m.
Cornerstone Presentations

9:30 a.m. – 5:30 p.m.
MDRT Store and MDRT Foundation Booth

10 – 11 a.m.
Echo & Focus Sessions

10 – 11 a.m.
Court of the Table Open Forum

11:30 a.m. – 12:30 p.m.
Focus Sessions

2 – 5 p.m.
Main Platform

8 – 10 p.m.
Party on the Platform

*Simultaneous interpretation will not be available for the prepaid ticketed events.

Check the 2016 MDRT Annual Meeting website regularly for program updates and speaker information.

Session Types

Large general session where ALL attendees gather. Don’t miss this program which features nonmember speakers with presentations chosen to inspire, motivate, educate and entertain attendees.

The Cornerstone Presentations provide attendees with the opportunity to customize Wednesday morning content to meet your needs. Attendees can choose from several concurrent Main Platform-quality presentations. Cornerstone Presentations will be interpreted into multiple languages.

Back by popular demand, on Monday afternoon attendees will gather for this general session in the Main Platform Room to hear a series of innovative and creative business concepts delivered in a variety of presentation formats. Come away from this fast-paced session with ideas to improve your productivity and business practices.

An innovative fusion of speakers and exhibitors, the ConneXion Zone® features quick hit sessions with immediate takeaways and cutting edge information. This area includes Speaker Zones, the Big Idea Theater, the Great Conversations area and the Technology Zone. In the ConneXion Zone, attendees will experience member to member sharing in the finest MDRT style.

Sessions where a moderator facilitates audience members sharing their best sales, practice management and marketing ideas. Idea Exchanges are interactive sessions where the audience is encouraged to participate. Continue to check the website for schedule updates on Idea Exchanges.

Focus Sessions are open to all attendees and offer educational and technical content to help you stay on top of your game, professionally and personally. Focus Sessions feature member and nonmember industry experts and thought leaders who share their knowledge in a variety of content categories including Wealth Management and Retirement Strategies, Protection Planning and Products, Client Strategies, Marketing, Practice Management, Whole Person, and Top of the Table.

The Echo Sessions are an opportunity for members to discuss Annual Meeting sessions from Monday and Tuesday in their own language. The Echo Sessions are engaging, conversational-style sessions led by Facilitators who share a session’s highlights and takeaways, and lead the discussion on how to put the information to use for further professional development.

These sessions provide attendees new tools and ideas for personal and professional development covering a variety of topics. They are longer sessions that allow more in-depth exploration of a topic. Some require a fee to be paid at the time of registration. All require a ticket.


Registration for the 2016 MDRT Annual Meeting is closed.

No on-site registrations will be accepted.

Due to significant interest from our members, registration for the 2016 Annual Meeting has reached capacity. The meeting is at full capacity and registration is closed. We invite everyone to join us via social media and experience the energy of the meeting. Follow #MDRT2016 to see the sights and hear the stories from MDRT and meeting attendees. Also, we encourage you to visit the Resource Zone to view presentations from past meetings. No on-site registrations will be accepted.

Registration Fee Schedule


The 2016 MDRT Annual Meeting is open to approved 2016 MDRT members only. Spouses, relatives, friends or business associates of meeting attendees are not permitted to attend any official functions or events. Submit your 2016 membership application as soon as possible.

How to Register

Experient, MDRT’s official registration and housing service provider, handles all registration and housing requests and changes.

Registration and Housing inquiries:
United States:
Outside the United States
+1 847-996-5830


Refund Policy

Registration cancellation requests must be emailed to Experient to be eligible for a refund. All refunds will be issued in the original form of payment. Requests for cancellation refunds must be received by 11:59 p.m. Eastern Standard Time to be eligible for that period’s refund.

Ticketed and prepaid events – no refunds after May 2, 2016.

Refund Schedule

Cancellation received:

February 1 –May 11
100 percent refund (less USD 50 administrative fee)

May 12 – May 27
50 percent (less USD 50 administrative fee)

May 27 and thereafter
No refund

Ticketed/prepaid events
No refunds after May 2, 2016

Visa Denials

Members who are denied a Canadian visa are eligible to receive a full refund of the meeting registration fee ONLY if official documentation of their visa denial is provided to MDRT at mdrt@experient-inc.com by June 11, 2016. MDRT cannot process refunds for visa denials after June 11, 2016.


Accommodation Information – Official Hotels

Click here or on the image above to download a map of the downtown Vancouver convention hotels.

Experient is the Official Housing Provider for the 2016 MDRT Annual Meeting. MDRT has worked diligently with the hotels in Vancouver to establish room blocks for attendees and exhibitors. Improper solicitation of hotel reservations from any company or housing provider other than Experient is not approved by MDRT. Reservations offered by unaffiliated organizations may appear to be for lower rates, however they may be illegitimate, have unreasonable cancellation or change penalties or be completely non-refundable. Please be aware of any unauthorized solicitation and report any issues or suspicion to MDRT.

Experient handles all housing requests on a first-come, first-served basis. Hotel choice and room rate preferences are requests only and are not guaranteed. If this information is not complete, Experient will automatically reserve your hotel for arrival on Sunday, June 12, and departure on Wednesday, June 15. A credit card valid through August 2016 is required to confirm your reservation. American Express, Visa, MasterCard and Discover credit cards are accepted. Confirmation of your registration and hotel is sent from Experient by email within two business days of receipt of completing online Registration and Housing.

Keep a copy of your registration and housing confirmation for your records.

Important information regarding housing
At this time, reservations at official hotels are extremely limited. If you have not yet made your hotel reservation, enter your travel dates in the Experient website to receive up-to-the-minute availability. If official MDRT hotels are not showing availability for your travel dates, Experient is now offering aRes and Airbnb to accommodate new reservations.

PLEASE NOTE: aRes, a third party site, offers available hotels that may have room rates, deposits and/or cancellation policies which differ from the official MDRT hotels and MAY NOT be within walking distance to the Vancouver Convention Centre. Any changes or cancellations to reservations booked through the aRes system must be made directly with the hotel.

Experient maintains no control over Airbnb or property owners associated with Airbnb (collectively "Airbnb"). Experient shall not be liable for any injury, damage or loss caused or contributed to (a) by any Airbnb act or omission; (b) by any defect in or failure of any accommodation, equipment or service of Airbnb; (c) by any wrongful, negligent or unauthorized act or omission of Airbnb; or (d) by any other cause, condition or event beyond the direct control of Experient.

The Fairmont Waterfront (Co-headquarter hotel)

Single/Double City View: CAD 257
Single/Double Water View: CAD 278
Room rate includes: Complimentary wireless Internet.

Pan Pacific Vancouver (Co-headquarter hotel)

Single/Double Deluxe Room: CAD 260
Single/Double Harbour Room: CAD 290

Room rate includes: Complimentary local calls, toll-free calls and wireless Internet in guestrooms.

The Fairmont Hotel Vancouver

Single/Double: CAD 246

Room rate includes: Complimentary wireless Internet.

Four Seasons Hotel Vancouver

Single/Double City View: CAD 295

Room rate includes: Complimentary standard Internet access in guestrooms and complimentary access to the fitness center and swimming pool.

Hyatt Regency Vancouver

Single/Double: CAD 243
Preferred View : CAD 268
Balcony : CAD 273
Balcony View : CAD 293
Regency Rooms : CAD 318

Room rate includes: Complimentary local calls, toll-free calls and wireless Internet in guestrooms. Complimentary use of the fitness center.

Pinnacle Hotel Vancouver Harbourfront

Single/Double Cityview: CAD 275
Single/Double Harbourview: CAD 305

Room rate includes: Complimentary local calls, toll-free calls, and Internet in guestrooms.

Rosewood Hotel Georgia

Single/Double: CAD 339

Room rate includes: Complimentary standard Internet access in guestrooms.

The Sutton Place Hotel

Single/Double: CAD 197

Room rate includes: Complimentary wireless Internet in guestrooms and complimentary access to the fitness center.

Vancouver Marriott Downtown

Single/Double: CAD 279

Room rate includes: Complimentary local calls, toll-free calls and wireless Internet in guestrooms. Complimentary use of the fitness center.

Hotel room rates are quoted in CAD and are subject to applicable taxes (currently 17.5 percent) and fees.

Please contact Experient directly for upgrades and/or suite availability.

MDRT Store

Store Hours

Saturday: 11 a.m. – 5 p.m.
Sunday: 10 a.m. – 4 p.m.
Monday: 11:30 a.m. – 5:30 p.m.
Tuesday: 9:30 a.m. – 5 p.m.
Wednesday: 9:30 a.m. – 5:30 p.m.

The MDRT Store has the best educational resources in the industry. These resources — most created by MDRT members — are vital stepping stones in your career.

Everything in the MDRT Store can be used to fortify your position as a member of the most elite financial services organization in the world.

Our inventory includes products on prospecting, sales ideas, overcoming objections and closing the sale.

Visit mdrtstore.org in advance to see available offerings.

Annual Meeting Charity Partner: Mercy Ships

The MDRT Foundation empowers MDRT members to give back to people in need worldwide.

At the 2016 Annual Meeting, the MDRT Foundation is partnering with Mercy Ships, an international charitable organization that provides life-changing medical help and surgical operations for people in developing countries.

Mercy Ships was founded in 1978, and today provides care for thousands of people each year who otherwise would not have access to a doctor or medical intervention. Medical professionals and a crew of support staff volunteer their time on the ship to provide services for corrective vision, orthopedic needs, facial abnormalities and other surgeries that can transform the lives of children and adults in some of the most underserved regions of the world.

How you can help
Make a donation at the MDRT Foundation Booth. The suggested donation amount is USD 200 — but all donation amounts will make a difference. Each donation is divided equally to support both Mercy Ships and the MDRT Foundation’s member-endorsed grant programs.

Foundation Booth Hours

Saturday: 11 a.m. – 4 p.m.
Sunday: 10 a.m. – 4 p.m. and 6:30 – 7:30 p.m.
Monday: 11:30 a.m. – 5:30 p.m.
Tuesday: 9:30 a.m. – 5:30 p.m.
Wednesday: 9:30 a.m. – 5:30 p.m.

There is always something to do in the ConneXion Zone!

Speaker Zones, The Big Idea Theater, Great Conversations and the Technology Zone are all part of the dynamic ConneXion Zone®. Choose from more than 100 sessions in a variety of languages, meet member authors, and learn about products and services. Hours are:

Sunday: 10 a.m. – 4 p.m.
Monday: 11:30 a.m. – 5:30 p.m.
Tuesday: 9:30 a.m. – 5 p.m.

Technology Zone – Discover the best client presentation tools, the coolest new tech gadgets, and the innovative ways other members are using technology in their businesses.

Show and Tell – Which types of client events work best? Are there unique giveaways that grab client attention? Learn tips and see tools used by other members.

Group Coaching – Sit with fellow members and ask questions about cases or success strategies. An experienced member will lead the discussion and share insights.

Case Studies – How did someone handle a complex, seemingly impossible case? Hear how some of these convoluted cases were resolved in the Great Conversation area.

MDRT Speaks – Did you hear something intriguing from an MDRT Speaks speaker? Ask the questions that came to mind when they were speaking on Main Platform.

Meet Your Meeting – Learn what to expect at the Annual Meeting and how to get the most out of four days packed with information and networking opportunities.

NEW Court of the Table Connect – Members who have achieved Court of the Table status will share insights and expertise on a wide range of topics.

Top of the Table Connect –Get ideas from the Top. Listen and learn as 24 Top of the Table members share strategies for success.

Program book

Click here or on the image below to download the 2016 program book today!

Travel Information


The Vancouver International Airport (YVR) is the primary airport serving the Vancouver area. Located just 25 minutes from downtown, YVR is consistently rated one of the best airports in North America. There are more than a dozen international flights in and out of YVR every day, with 22 bound for the United States.


Gant Travel Office
MDRT has partnered with Gant Travel for your travel needs.

Toll-Free: +1 877.883.4865 (U.S. and Canada)
Local: +1 224.803.2601
Email: mdrt@ganttravel.com
Hours: Monday through Friday, 7:30 a.m. to 6 p.m. CST


Hertz Car Rental is the official ground transportation for the MDRT Annual Meeting.

Download an informational flyer by clicking here.
Website: www.hertz.com

Find out if you need an Electronic Travel Authorization (eTA) or a visitor visa

Starting March 15, 2016, visa-exempt foreign nationals who fly to or transit through Canada will need an Electronic Travel Authorization (eTA). Exceptions include U.S. citizens and foreign nationals with a valid visa. Canadian citizens, including dual citizens, are not eligible to apply for an eTA and are strongly encouraged to travel with a valid Canadian passport. To learn more visit http://www.cic.gc.ca/english/visit/eta.asp.

Passports & Visas

Click here to download a personalized 2016 Annual Meeting invitation letter.


Allow yourself ample processing time to obtain or renew your passport. Check the 2016 Annual Meeting website for helpful links to resources found within the U.S. Department of State, Canada Border Services Agency and Western Hemisphere Travel Initiative websites.

Requirements for Travelers to/from the United States

As of 1 June 2009, everyone traveling between the United States and Canada, Mexico, Central America, South America, the Caribbean, and Bermuda by land, sea (including cruises and ferries) or air will be required to present a valid passport or other documents as determined by the Department of Homeland Security to cross the border.

Washington State residents can apply to have their driver's licenses enhanced, allowing for the use of a single, low-cost document for crossing the border between Canada and the U.S. by land and sea.

For more information visit dol.wa.gov/about/news/priorities/edl.html

Visit the following sites for up-to-date information :

Western Hemisphere Travel Initiative: The Basics
Canada Border Services Agency / Agence des services frontaliers du Canada


For information regarding visas and entry requirements for Canada, please call Immigration Canada at +1 (888) 242-2100 (in Canada) or visit their website at cic.gc.ca. From outside Canada, please contact the nearest Canadian Embassy, High Commission or consulate in your region.

Customs & duty-free

All persons entering Canada must fill out a declaration for Canadian customs.

Each visitor over the age of 19 may import, duty-free, a maximum of 40 ounces (1.1 litres) liquor or wine, or 288 ounces (8.5 litres) of beer or ale, up to 50 cigars, 200 cigarettes and 8 ounces (200 grams) of tobacco.

Revolvers, pistols and fully automatic firearms are prohibited entry into Canada. Non-restricted firearms (which must be declared) are a regular sporting rifle or a shotgun with a barrel over 470 mm (18.5 in.) with a maximum overall length of 660 mm (26 in.).

For more information see:

Canada Border Services Agency
+1 (800) 461-9999 – North America
+001 (204) 983-3500 – International

Document requirements for travelers:

If you are travelling by air:
If you are travelling by air between the United States and Canada, Mexico, Central America, South America, the Caribbean and Bermuda, you must present a valid passport. More on Air Travel.

If you are travelling by land or sea

If you are travelling by land or sea (including cruises and ferries) between the United States and Canada, Mexico, Central America, South America, the Caribbean and Bermuda, and you are a U.S. or Canadian citizen age 18 and older, you must present a passport or other approved secure document denoting citizenship and identity for all land and sea travel into the United States (effective June 1, 2009).

Enhanced Driver's Licenses (EDLs) have been formally identified as acceptable documentation requirements for land and sea crossings. If you are a U.S. citizen and a Washington State resident, you are eligible to purchase an Enhanced Driver License (EDL), which will meet the requirements for proof of citizenship to re-enter the U.S. from Canada and Mexico by land or sea. Further information for Washington residents is available at the Department of Licensing website.

If you are a Canadian citizen and a British Columbia resident, further information on Canada's first Enhanced Driver's license for British Columbia residents is available on the ICBC website.

More on Land and Sea Travel.

Travelling with minors

For children age 18 or under wishing to enter Canada, please click here. Children age 18 or under wishing to enter the U.S. will need to present a birth certificate, naturalization certificate or a passport to enter the U.S.

Visa requirements

To find out if you need a visa to enter Canada, please click here.

For more information on applying for a visa to enter Canada, please click here.

Traveler program cards

Trusted traveler program cards will continue to be accepted for cross-border travel.

For more information on NEXUS:
Canadian residents click here.
U.S. residents click here.

For more information on CANPASS, click here (for travelers entering Canada only).


If you are a Canadian citizen looking for information on passports, please visit the Passport Canada website.

If you are a U.S. citizen looking for information on passports, please visit the U.S. Department of State website.
For more information, please visit:

US Customs and Border Protection
Canada Border Services Agenc
Passport Canada

Main Platform

Monday, June 13, 8 – 11:30 a.m.

Krish Dhanam

Selling In a Global Marketplace

Born in the coastal town of Vizag, in Andhra Pradesh, India, Dhanam finished his MBA at the Institute of Management Technology in 1984 and migrated to the United States in 1986. He is the author of “The American Dream from an Indian Heart” and “From Abstracts to Absolutes,” and contributing author to Zig Ziglar’s “Top Performance.” His latest book, “Hardheaded & Softhearted,” co-written with the former president of Microsoft, Rick Belluzzo, is being used as culture-transformation curriculum globally.

James V. Durkin CFP, CLU

Promises and Hopes

Durkin is President of the MDRT Foundation, is a 30-year MDRT member and a Legion of Honor Excalibur Knight-level donor of the MDRT Foundation. He is also a member of its Inner Circle Society, a distinguished group of donors who support the MDRT Foundation. His MDRT leadership roles include serving on multiple Foundation committees and directly influencing the programs and projects that support those served by the grant programs. He has received various grants from the Foundation for his contributions, including a Quality of Life grant for his work with the Cystic Fibrosis Foundation and one for the Alaska AIDS Vaccine Ride.

Bo Eason

Personal Story Power: The Key to Leadership

Eason is a former NFL standout, acclaimed Broadway playwright and performer, and presence/story coach to some of the most successful people in the world. He wrote and performed the play “Runt of the Litter,” which has toured more than 50 cities nationally and was named “one of the most powerful plays in the last decade” by the New York Times. Eason is currently adapting the play for the big screen.

Robert Fogarty

Dear World

Fogarty's distinctive message on skin portraits have been called a "loudspeaker for the world." His “Dear World” initiative began when he asked residents of New Orleans to write a "love note to their city," and he soon recognized that the project could take on more stories regardless of religion, race or language. He has photographed thousands, including survivors of the Boston Marathon bombing and Syrian refugees as well as recognizable people like Nobel Peace Prize winner Muhammad Yunus, Susan Sarandon and Drew Brees. “Dear World” has been featured on the Today Show, CNN, PBS and in the Washington Post, New York Times and Inc. magazine.

Frank Miles

Get a Grip

Miles is a professional speaker and entertainer whose hilarious keynote presentation ʺLaugh at Fearʺ has drawn laughter and standing ovations from corporate audiences around the world. Juggling half‐million volt stun guns, knives and torches, he makes a dramatic point about what they all have in common: handles. Just like life, there are parts you can get a grip on and parts you canʹt control. His message is to grab life by the handle, and let the other end take care of itself. Miles appeared multiple times on the hit show Americaʹs Got Talent. His performances went out live to 15 million viewers, and were praised by the judges as amazing, funny, unique and death-defying.

Marci Rossell

The Global Economic Narrative, 2016

Rossell electrifies audiences nationwide, speaking on the nexus of economics, politics, culture and the media. Her animated style was honed when she served as the popular, lively chief economist for CNBC in the months immediately following September 11th. She takes complex economic issues and makes them relevant to people's lives, families and careers. Prior to her career in broadcast journalism, Rossell served as corporate economist and investment spokesperson for Oppenheimer Funds, one of the nation's largest mutual fund companies. Rossell began her career as an economist with the Federal Reserve Bank of Dallas. She earned a Ph.D. in economics from Southern Methodist University.

Don Stephens

Mercy Ships

Stephens founded Mercy Ships in 1978 with the purchase of the Anastasis, where he and his family lived for 10 years. As president, Stephens directs and leads more than 1,000 professional volunteers from 45 nations with offices in 16 countries. He’s also the voice of “The Mercy Minute” — a radio broadcast aired on more than 840 stations daily — and the author of three books: “Trial by Trial,” “Mandate for Mercy” and “Ships of Mercy.” In 2009, he was awarded the International Humanitarian of the Year award from Variety International.

Red Hong Yi

I Threw Away the Paint Brush

Known as “the artist who likes to paint, but not with paint brushes,” her first “unconventional” artwork was the portrait of artist Ai Weiwei using hundreds of thousands of sunflower seeds. In January 2012, she was videotaped dribbling a basketball in red paint into a giant portrait of basketballer Yao Ming. The video went viral around the world and was followed by several other videos of the creation of her paintings. Her creativity has resulted in her artwork being featured in the Wall Street Journal, the Huffington Post, CNN and many other outlets. She was named one of the “12 Brilliant Malaysians 2013” by Esquire Malaysia and was presented with the “Young Entrepreneur Award” by the Malaysian Australian Alumni Council.

Wednesday, June 15, 2 – 5 p.m.

Mick Colliss

Full Contact Sudoku

Mick Colliss is an author, writer, rugby commentator, emcee, guest speaker and modern day poet. He also had a dream, to represent his country in a world class competition. Just one problem, he wasn’t a world class athlete. In this humorous presentation, learn how he made his dream come true.

Prof. Eddie Obeng

Smart Failure In a Fast World

Obeng, a British educator and author, will address the rapidly changing environments in business, society and culture and offer insight into the most effective ways to adapt. He created the “New World Management” concept, which is often the topic of his speeches as well as the lectures he provides to students as a professor at the School of Entrepreneurship and Innovation at Henley Business School. Obeng is the author of nine books, all of which focus on business strategy, adapting to change and organization.

Mel Robbins

5 Seconds….Go!

Robbins is a powerful motivational speaker whose TEDx Talk, "How To Stop Screwing Yourself Over," has more than 3 million views, and her book on the brain and productivity, “Stop Saying You’re Fine,” is a business bestseller that has been translated into four languages. Robbins is currently one of CNN’s most popular on-air commentators and opinion writers; her articles on human behavior drive tens of millions of page views for CNN.com. Robbins has an extensive television résumé as an expert on human behavior and motivation for Good Morning America, Dr. Phil, Dr. Oz, Oprah, The Today Show and Fox News. She was named America's Outstanding News Talkshow Host at the 2014 Gracie Awards.

Captain Chesley Sullenberger

Be Prepared

Named one of the world’s 100 most influential people by Time magazine, “Sully” is an international hero, propelled into the spotlight after safely guiding a US Airways jetliner to an emergency landing on the icy Hudson River. A consummate leader, Sullenberger shares timeless management principles and the lessons from his life that prepared him to handle the “Miracle on the Hudson.” He discusses with audiences how education, teamwork, preparation and creating a culture of safety can improve any organization.

Ed Tate

Client Engagement Strategies

Tate’s success in business has spanned more than two decades. For 14 years, he was a successful national account executive selling over USD 500 million in products and services to corporations and entrepreneurs throughout the United States. He co-created two business units that produced over USD 1.25 billion in revenue. Currently, he is principal of Ed Tate & Associates LLC, a professional development firm that provides keynote and endnote presentations and workshops, as well as in-person and do-it-yourself tools and expertise on leadership and business presentation skills. He is the author of “Speaker’s Edge: Secrets and Strategies for Connecting with Any Audience” and “Motivational Selling: Advice on Selling Effectively, Staying Motivated and Being a Peak Sales Producer.”

The Power of Words

Speaker: Bhupinder S. Anand, ACII, DipPFS

Anand is a 20-year MDRT member with four Court of the Table and 15 Top of the Table qualifications. He is a regular speaker at MDRT events and has served on several MDRT committees. As managing director of Anand Associates Ltd. and a renowned international speaker, Anand is sought after for his expertise in creative positioning and simplifying sales concepts. He leads the AdvisorMasterClass.com training program, in which he shares his practical techniques to help advisors accelerate their performance. Anand has twice been named the U.K.’s Independent Financial Adviser of the Year and Best IFA in the Capital.

Seven Minutes

Speaker: Brian H. Ashe, CLU

Ashe is a 45-year MDRT member with 15 Court of the Table and four Top of the Table qualifications. An MDRT Past President, his work is concentrated in estate conservation, retirement planning, employee benefits and business insurance strategies. A popular speaker, Ashe has addressed groups around the world. He currently writes the “Back Page” column for Advisor Today, and his comments have appeared in the Wall Street Journal, Money magazine, the Chicago Tribune, Crain’s Chicago Business and more — as well as on more than 60 radio stations and 95 TV stations.

Rested Thinking

Speaker: D. Scott Brennan

Brennan, of South Bend, Indiana, is a Past President of the Million Dollar Round Table. A member of the Quarter Century Club, as well as a past qualifier for Court of the Table and Top of the Table, he has been a speaker at more than 10 MDRT meetings. Brennan is a graduate of Indiana University. He is a past president of The Forum 400, a longtime member of the Association of Advanced Life Underwriting and a trustee of the NAIFA–Indiana board. Brennan and his wife have been married 32 years and are the proud parents of two adult daughters and grandparents of two grandsons.

My Balloon Was About To Burst. Is Yours?

Speaker: David Braithwaite DipPFS

Braithwaite is an eight-year MDRT member with three Court of the Table and three Top of the Table honors. He has been a financial advisor for more than 20 years and currently runs a firm based in the United Kingdom. He is regularly called upon by the media for expert comment, and has appeared on BBC Breakfast, ITV and BBC radio. He also contributes articles for national and local industry publications and has a regular weekly column in a local newspaper.

A Lifetime of Effort

Speaker: Russell Collins, Dip LI

Collins operated as an insurance financial advisor, with a major emphasis in the business insurance market, from the time he entered the financial services industry in 1971 until his retirement in 2010. Since that time, he has conducted a training/mentoring business, “Risk Insurance Communications Skills,” within the Australian industry. A 43-year MDRT member, he recently published a book — the first of its kind within the financial services industry in Australia — “Skills That Succeed – A Communication Guide for Risk-Based Financial Advisers.”

Create Your Own Wait List Practice

Speaker: Tracey Karen Diana Devonport

Devonport, a 22-year MDRT member with 22 Top of the Table honors, is passionate about the financial planning industry and is a regular guest on financial programs in South Africa. She is the author of “Poor No More” and runs a successful wealth management practice. She was Lebone’s Business Woman of the Year in 1998 and attributes her success to the “caring gene” all great financial planners carry.

12 P’s To Top of the Table

Speaker: Bruce W. Etherington, CLU, CHFC

Etherington is a 47-year MDRT member with eight Court of the Table and 39 Top of the Table qualifications, as well as a former Top of the Table Chair. Named one of MDRT’s 12 “greatest living members” in “The Greatest Insurance Stories Ever Told,” Etherington has spoken to major insurance and financial planning organizations around the world — including 16 Main Platform appearances. His books, “See the People” and “Reflect and Prepare,” are international bestsellers, as are his CDs. Etherington’s firm specializes in family harmony and philanthropy, and it created USD 1 billion for charities and not-for-profits during the 2000s.

The Journey Through Retirement and Environment Before Economics

Speaker: Philip E. Harriman, CLU, ChFC

Harriman, who served as President of MDRT in 2007, is a 34-year MDRT member with four Court of the Table and 17 Top of the Table honors. He is an Excalibur Knight of the MDRT Foundation and has served on more than 30 Round Table committees. A partner in Lebel & Harriman LLP, his firm specializes in retirement, investment and estate planning. Harriman is a member of the Association for Advanced Life Underwriting, NAIFA and the Society of Financial Service Professionals and a past executive committee member of the Maine Estate Planning Council. He was the 2000 recipient of the J. Putnam Stevens Award for his outstanding contributions to the life insurance profession. His civic involvement includes four terms, from 1992 to 2000, as a senator in Maine representing the 23rd District.

Three Secrets To Top of the Table

Speaker: Karl Hartey

Hartey is a 21-year member of MDRT with 19 Top of the Table honors. He is a Diamond Knight of the MDRT Foundation and has spoken at several MDRT Annual Meetings. He is the non-executive Chairman of Hartey Wealth Management which provides independent financial advice and active investment management to businesses and personal clients.

Technology Integration and Trends

Speaker: Ali A. Hashemian, MBA, CFP

As a second generation financial adviser, Ali Hashemian first entered the industry at age fifteen. Obtaining both his Bachelor's degree in Computer Science and his MBA (with an emphasis in Finance) from the University of San Diego, he later completed the Personal Financial Planning program at UCLA and became designated as a CERTIFIED FINANCIAL PLANNER™ practitioner. After advancing to a prestigious position at Allianz, Ali decided to start Kinetic Financial, serving high net-worth clients in Los Angeles and working with financial professionals around the world. He is an avid philanthropist, consistently integrating corporate social responsibility activities into Kinetic’s company culture.

What’s Your Professional Time Worth?

Speaker: Marcus T. Henderson, LUTCF

Henderson is a 24-year MDRT member with nine Court of the Table and five Top of the Table honors. He is president and CEO of Henderson Financial Group Inc. His industry-wide accomplishments include being inducted into John Hancock’s Hall of Fame in 2006, a prestigious distinction only 213 members have garnered since 1956. Henderson is only the third African-American to achieve this pinnacle of success in the award’s 60-year history. He is a past president of the Nashville Association of Insurance and Financial Advisors (1999–2000) and the National Association of Insurance and Financial Advisors-Tennessee (2004–2005).

Three Great Ideas From Down Under

Speaker: Guy Munro Mankey

Mankey is a 14-year MDRT member with two Court of the Table and six Top of the Table honors. He is managing director of PAX Financial Group and an expert in insurance and estate planning. Since starting as an insurance adviser in 1979, Mankey has achieved numerous honors and milestones, including being named as FSP's 2010 Wealth Protection Adviser of the Year. Mankey is a respected industry speaker having presented to various industry groups on topics such as insurance, estate planning and business development. He founded “Where There’s A Will…” which provides affordable estate planning tools for financial planners and their clients throughout Australia.

The Future Of Your Business

Speaker: Angus Donald McQueen, DipCII, DipPFS

McQueen, Dip CD, Dip FS, is an 18-year MDRT member with one Court of the Table and 15 Top of the Table honors, first qualifying for Top of the Table at age 28. He has served on several MDRT committees and is chairman of McQueen Group, which he founded in 1994. McQueen Group has 30 staff members operating in the provision of financial advice. In 1999, McQueen and a group of other advisors set up Total Financial Solutions (TFS), which grew to 90 financial advisors, and was merged and floated onto the Australian Securities Exchange in 2010.

The Social Advisor

Speaker: Ana Sofia Rodriguez, MBA

Rodriguez is an 11-year MDRT member with two Court of the Table qualifications. She qualified for the first time at age 25, becoming the youngest female member to qualify from Latin America. Rodriguez has served on several committees, including serving as Assistant Chair for the 2015 Annual Meeting Program Development Committee. She is an Associate Director at Grupo Inverseguros and represents the second generation working in the family-owned insurance firm. Rodriguez has served as a board member of the Panama chapter of NAIFA for four consecutive years. She is past president of Kiwanis Las Perlas, a non-profit volunteer organization composed entirely of female professionals.

A Game Plan For Making MDRT Year After Year and Little Things Make The Difference

Speaker: Marc A. Silverman, CFP, ChFC

Silverman began his financial planning career in 1983 and formed Silverman Financial in 1989. A 32-year MDRT member with five Court of the Table and 22 Top of the Table honors, Silverman has a diversified client base including public corporations, closely held businesses, individuals, trusts and estates. His motto is “Promise a lot and deliver more.” Silverman earned his master’s degree in business administration from the University of Miami and is a past president of the University of Miami Alumni Board School of Business. He is also past president and board member of the Miami Chapter of the Society of Financial Service Professionals and a past Chair of Top of the Table.

Cards of Life

Speaker: Astuti Widyawati

Widyawati is a two-year MDRT member with one Top of the Table honor. She has served as a PGA volunteer and currently works for Manulife.

The Five Pillars of First Class Client Experiences

Speaker: Kooi Fong (Christine) Wong

Wong is a four-year MDRT member with one Court of the Table honor. She has served in numerous volunteer positions within MDRT and is currently a Country Chair in the Member Communications Division.

Money Dump

Speaker: E. Dennis Zahrbock, CLU, CFP

Zahrbock is a 44-year MDRT member with 21 Top of the Table honors. He was the 2013 Chair of Top of The Table and has spoken at many MDRT meetings, including two Main Platform presentations. He and his partner, MDRT member Sarah J. Kaelberer, CFP, ChFC, operate Business & Estate Advisers Inc. They provide comprehensive financial planning services, 401(k) design, administration and funding services, and transition planning services. Together they manage more than USD 300 million of client assets, administer more than 75 401(k) plans, and have more than USD 500 million of life insurance in force on their clients.

Evolving Ourselves

Speaker: Juan Enriquez

Enriquez is recognized as one of the world's leading authorities on the economic and political impacts of life sciences. From his work on the cutting edge of discovery, he will describe the extraordinary advances in life sciences that are changing the way we live and do business. This transformation is as important as the one brought about by the Internet, and it has immense consequences for industry. Researchers have learned how to program a cell much like a computer, giving us and our children the ability to generate wealth on an unprecedented scale and invent entirely new fields. In this entertaining presentation, look into a world where humans increasingly shape their environment and learn how genomics and other life sciences are already altering some of the world’s largest companies.

Obstacles versus Opportunities

Speaker: Warren MacDonald

Warren Macdonald’s life’s boundaries were redefined in 1997 after an accident on North Queensland’s Hinchinbrook Island in Australia. Climbing to the island’s tallest peak, he became trapped beneath a one-ton slab boulder in a freak rock fall. Two days later, he was rescued, only to undergo the amputation of both legs at mid-thigh. Just 10 months later, he climbed Tasmania’s Cradle Mountain using a modified wheelchair. In 2003, he became the first double above-knee amputee to reach the summit of Africa’s tallest peak, Mt. Kilimanjaro. MacDonald believes equipping yourself and those around you with a mindset to seek solutions and look for opportunities rather than obstacles is the best investment you’ll ever make. In his presentation, “Obstacles versus Opportunities,” MacDonald changes the way you see the world and your place in it.

The Art of Vision

Speaker: Erik Wahl

The best sustainable edge in business is the ability to differentiate yourself from your competition. Uncover new ways to be more creative, innovative and profitable through this entertaining and highly practical session. Learn the benefits of becoming a better storyteller.

Vancouver Tours

Explore the Vancouver area while visiting for the Annual Meeting. To book a tour, please contact the tour company directly.

Westcoast Sightseeing

Website: westcoastsightseeing.com
Phone: +1 (604) 451-1600 or +1 (877) 451-1777
Address: 999 Canada Place Way, Vancouver BC
Promo Code: MDRT2016

MDRT Annual Meeting attendees can save 10% on all WESTCOAST Sightseeing Tours during the month of June.

WESTCOAST Sightseeing has been introducing the world to Vancouver, Victoria and Whistler for more than 30 years, and we are proud to share our home with you! Join our Hop-On, Hop-Off tour, which includes more than 20 stops at world-class attractions and commentary in English, French, Spanish, German, Japanese, Korean and Chinese. Or discover the area on a fully guided tour, complete with free pick-up at Canada Place and most hotels. Use promo code MDRT2016 online during checkout, over the phone, or in person at our Canada Place Welcome Kiosk.

Landsea Tours

Website: vancouvertours.com/mdrt2016
Promo Code: MDRT2016

Landsea Tours & Adventures is celebrating 30 years as specialists in year-round, daily scheduled tours to Whistler, Victoria, Sea To Sky, North Shore and Vancouver. We provide boutique-style tours on mini-coaches, Mercedes sprinter vans and SUVs. Our Landsea Charters & Services division also provides custom transportation anywhere in British Columbia with a sleekly branded fleet and a dedicated full-time charter planning team. We are proud of our TripAdvisor Certificate of Excellence, as well as our Silver certificate from Green Tourism Canada.

Landsea Tours & Adventures is pleased to offer all MDRT Annual Meeting attendees and traveling companions special rates on all scheduled sightseeing tours between June 4 and June 19, 2016.

Please visit vancouvertours.com/mdrt2016 to book your tour. When purchasing your tour, please use promo code MDRT2016 to receive your discount.

For information on additional tours and exploring the Vancouver area, please visit tourismvancouver.com/mdrt2016.

Sponsors and Exhibitors

Platinum Sponsor

Charging Station Sponsor


Consider becoming a Program General Arrangement (PGA) volunteer at the 2016 Annual Meeting. Enhance your meeting experience, and meet new friends and colleagues by volunteering on one of nine PGA Task Forces:

Entertainment Task Force, nicknamed MDRT Roadies, is responsible for organizing the equipment and overall setup for the bands that play at different functions during the meeting, including before and after Main Platform.

First-Time Experience (formerly FTO) Task Force greets first-time attendees with a special welcome on Sunday afternoon. The volunteers may also provide assistance at the FTE session. They encourage first-time attendees to enjoy the Annual Meeting experience.

Meeting Involvement Task Force helps recruit additional on-site volunteers. In addition, they are available to answer questions regarding session locations, exhibit hall hours and other meeting events.

MDRT Store (formerly Power Center) Task Force assists members in the MDRT Store as they select from thousands of custom MDRT products.

Registration Task Force greets and welcomes members as they pick up their registration materials. They also give support to the Special Guest office.

Speaker Relations Task Force volunteers serve as hosts to the program speakers.

Traffic Task Forces work in three areas: General, Main Platform and Sessions. They direct members and guests to the various events that occur during the Annual Meeting. You can always spot Traffic Task Force workers by their unique theme hats.

All volunteers are required to attend the PGA Orientation on Saturday, June 11, at 4:30 p.m. in Convention Centre: WEST – Ballroom A. During this orientation, you will receive important details regarding your assignment. Please plan to arrive in Vancouver in time to attend.

Sign up to volunteer for PGA when you register for the Annual Meeting, request a PGA Volunteer form by calling +1 (847) 692-6378, or click here for the online form. Please note: You must be registered for the 2016 Annual Meeting before signing up to volunteer.

Annual Meeting Policies

Annual Meeting Rules of Conduct

1. Spouses, family members and friends of attendees may not be present at officially designated MDRT functions and events during the Annual Meeting, with the exception of family/spouse meetings, or with any exception voted on by the Executive Committee.
2. To receive Annual Meeting materials, all members and special guests must register at the MDRT Meeting Registration Desk.
3. Giving your badge to another person for purposes of admission to any Annual Meeting function is not permitted.
4. Promotion by members or nonmembers of any goods and services, except member sponsors and exhibitors under provisions of a signed Sponsors and Exhibitors Agreement and other than with the expressed written permission of the Executive Committee, is not permitted.
5. Members who furnish MDRT membership lists may be placing their membership in jeopardy. Likewise, the MDRT Membership Directory is not to be used or loaned for any commercial purpose or other reasons, nor is any portion of it to be reproduced without the expressed prior written permission of the MDRT.
6. Recruiting or attempted recruiting of personnel or agents of one company or firm by persons of another company or firm is not permitted during the meeting or in connection therewith.
7. Audio or videotape recording or still photography, including Main Platform, is not permitted.
8. Members who wish to use credit privileges at official MDRT hotels shall make such arrangements directly with the hotel. Where credit privileges are granted and used, full payment shall be made within 60 days from the first of the month following the Annual Meeting.
9. Any individual removing merchandise from the MDRT Store without first paying for the merchandise will be asked to surrender their badge, thereby preventing them from attending the remainder of the meeting. The individual and incident will also be reported to the MDRT Ethics Committee for further action, possibly resulting in revocation of membership.

Members shall accept and conform to the Code of Ethics and to those rules of conduct which the Executive Committee may determine and publish for the conduct of those attending any such meeting. Adherence to these rules shall be required of members at all such meetings, including all functions, both formal and informal, during and in connection with official MDRT meetings.


MDRT has determined that, although children under the age of 21 may be present at the meeting site, they will not be permitted to attend any of the meeting sessions or social functions. Meals, activities, etc., for your children will be at your own expense. Please visit the hotel concierge to find out about children’s care if offered by the hotel.

Code of Ethics

Members of the Million Dollar Round Table should be ever mindful that complete compliance with and observance of the Code of Ethics and the Million Dollar Round Table shall serve to promote the highest quality of standards of membership. These standards will be beneficial to the public and to the insurance and financial services profession. Therefore, as members you shall:

1. Always place the best interests of your clients above your own direct or indirect interests.
2. Maintain the highest standards of professional competence and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.
3. Hold in strictest confidence, and consider as privileged, all business and personal information pertaining to your clients’ affairs.
4. Make full and adequate disclosure of all facts necessary to enable your clients to make informed decisions.
5. Maintain personal conduct that will reflect favorably on the insurance and financial services profession and MDRT.
6. Determine that any replacement of an insurance or financial product must be beneficial for the client.
7. Abide by and conform to all provisions of the laws and regulations in the jurisdictions in which you do business.

Statement for Antitrust and Legal Compliance

There shall be no negative discussion of commercial companies or products. There shall be no discussion or activity for the purpose of any legal compliance preventing any person or persons from gaining access to any market or customer for goods or services, nor any agreement or understanding to refrain from purchasing or using any material, equipment, services or supplies. There shall be no discussion or activity that may be construed as forestalling or limiting research and development. We, of course, expect your consideration and full compliance with these guidelines, both while in attendance at this meeting and at all times in your business.


MDRT is committed to providing a positive environment for its employees, members and other guests at all MDRT functions. It has been and remains MDRT’s policy to maintain an environment where every employee, member and guest is treated with respect and which is free from all forms of harassment based upon or related to sex, race, color, religion, national origin, ancestry, physical or mental disability, age, sexual orientation, marital status, veteran status, military status, genetic information and any other characteristic protected by applicable law. This includes conduct that creates a hostile, intimidating or offensive environment based on these characteristics. Harassment of any employee, member or guest is strictly prohibited and will not be tolerated. Any individual who violates these requirements will be subject to appropriate remedial action, which may include removal from the premises, termination of employment or termination of membership.

Meeting Information

Letter from the Prime Minister

Annual Meeting venue

The primary venue for the 2016 MDRT Annual Meeting is the Vancouver Convention Centre located at: 1055 Canada Place, Vancouver, British Columbia, V6C 0C3 CANADA


The 2016 MDRT Annual Meeting is open to approved 2016 MDRT members only. Spouses, relatives, friends or business associates of meeting attendees are not permitted to attend any official functions or events. Submit your 2016 membership application as soon as possible.

Consent for Use of Photographic Images and Activity

Registration and attendance at or participation in MDRT meetings or other activities constitutes an agreement by the registrant to MDRT’s or its licensees’ use and distribution (both now and in the future) of the registrant’s or attendee’s image and voice in photographs, videos, electronic reproductions and audio recordings of such events or activities.


By attending this meeting, you acknowledge that participation at the meeting and in all related activities are voluntary and optional, and that participation in any of these events are at your own risk. You agree to hold MDRT harmless from any claims, costs or expenses arising from any injury as a result.

Simultaneous Interpretation

English is the official language of the 2016 MDRT Annual Meeting. MDRT provides simultaneous interpretation of Main Platform presentations and selected Focus Sessions (when at least 50 registered members have requested interpretation in a common language). MDRT provides simultaneous interpretation for a maximum of 12 languages. If more than 12 languages are requested, simultaneous interpretation will be provided in the first 12 languages that meet the 50-minimum requirement.

Requests for simultaneous interpretation must be made in advance at the time of registration. All requests for interpretation must be received on or before Saturday, May 2, 2016.

MDRT provides interpretation headsets and receivers to all registered members who meet the above requirements. The availability of headsets and receivers is not guaranteed to members who did not request simultaneous interpretation when registering in advance or to those who register for the meeting on-site.

A security deposit of USD 400 is required for all headset rentals via personal credit card (American Express, Visa, MasterCard) in order to obtain a headset and receiver. When the equipment is returned undamaged at the end of the meeting, the credit card voucher is returned and no charge will be made.

Assisted-listening devices

Headsets for attendees requiring listening assistance are available to members who request the service through early and advance registration.

A security deposit of USD 400 is required for all headset rentals via personal credit card (American Express, Visa, MasterCard) in order to obtain a headset and receiver. When the equipment is returned undamaged at the end of the meeting, the credit card voucher is returned, and no charge will be made.

Be social

To keep current on all MDRT happenings before the meeting, make sure you are on social media (Facebook, Twitter, Instagram, etc.) for updates on the latest meeting information. MDRT will be tweeting live at the 2016 Annual Meeting, and we want you to join us. Follow us at @MDRTweet, and use #MDRT2016 to search for and start conversations.


Enhance your meeting experience, network with colleagues and make new friends by becoming a Program General Arrangement (PGA) volunteer. PGA volunteers greet fellow members, check badges, direct attendees and assist in other vital roles during the Annual Meeting. The MDRT Annual Meeting is like no other — be an integral part of it! Learn more and sign up when you register for the meeting at mdrt.org/pga. (You must be registered for the 2016 MDRT Annual Meeting to volunteer for PGA.)

All volunteers are requested to attend the PGA Orientation at 4:30 p.m. on Saturday, June 11. During this orientation, you receive important details regarding your assignment. Please plan to arrive in Vancouver in time to attend the orientation.

Check back later to learn more about volunteering for PGA at the 2016 Annual Meeting.