2017 Top of the Table Annual Meeting
Rancho Palos Verdes, California, USA


October 18–21, 2017 Terranea Resort

Thank you for your interest in attending the 2017 Top of the Table Annual Meeting. Due to high demand, this event has sold out. If you would like to be placed on a wait list, please email your request to tot@mdrt.org. You will be contacted on a first-come, first-served basis if space becomes available.

Although the meeting has reached capacity, you can still watch Main Platform presentations live from your home or office. MDRT will offer livestreaming in English, Japanese and Mandarin for Top of the Table members who are unable to attend the meeting. For more information and to purchase a virtual ticket, contact livestreaming@mdrt.org.


The Top of the Table Annual Meeting is an unparalleled experience for the exceptional producer.

Exclusive to MDRT’s top membership level, this meeting helps MDRT’s highest performers share innovative ideas that empower growth for their business, but it also offers key concepts to living a full life outside of the office.

At the 2017 Top of the Table Annual Meeting, you’ll find yourself surrounded by spectacular views at the luxurious Terranea Resort just outside of Los Angeles, California. You will also hear the latest trends, tips and innovations in the financial services industry, courtesy of leaders in the field. Get motivated by speakers, learn nuts-and-bolts techniques from those who do it best, and make new friends while enjoying the scenery of Rancho Palos Verdes.






Who attends?

This meeting is exclusive to MDRT’s top membership level, Top of the Table. It is unique in that it is designed to help high performers improve their professional and personal lives simultaneously. To foster that important balance between business and personal fulfillment, each attendee may bring their spouse at no additional registration cost.

What to expect

Four exhilarating days filled with industry discussions, innovations, practice-management solutions and more. You and your spouse will be treated to a meeting that caters to the Whole Person — encouraging business and personal growth while enjoying the luxurious accommodations of the Terranea resort.

Registration


Thank you for your interest in attending the 2017 Top of the Table Annual Meeting. Due to high demand, this event has sold out. If you would like to be placed on a wait list, please email your request to tot@mdrt.org. You will be contacted on a first-come, first-served basis if space becomes available.

Although the meeting has reached capacity, you can still watch Main Platform presentations live from your home or office. MDRT will offer livestreaming in English, Japanese and Mandarin for Top of the Table members who are unable to attend the meeting. For more information and to purchase a virtual ticket, contact livestreaming@mdrt.org.




Registrations will be processed on a first-come, first served basis. Register early, as it is possible for the Top of the Table Annual Meeting to reach capactiy prior to the registration deadline.

The meeting registration fee covers the programming cost and planned food functions for members and their spouses. There is no additional registration fee for spouses. If your spouse is a member of Top of the Table, policy dictates that he or she must pay the full member registration fee.

Registration cancellation and refund policy

Cancellations postmarked by the post office or received by fax on or before September 18, 2017 will receive a full refund less an administrative fee of USD 50. Cancellations postmarked by the post office or received by fax between September 19, 2017 and October 2, 2017 will receive a 50 percent refund. Cancellations postmarked by the post office or received by fax after October 3 will not receive a refund.

There are three easy ways to register:

· Register online
· Fax completed registration form with credit card payment information to +1 (847) 518-8921. (If you are faxing, do not mail the original registration form.) Faxed registration forms without credit card information will not be processed.
· Send completed registration form with check (USD funds), credit card information or money order to:

Million Dollar Round Table
Top of the Table Registration
325 West Touhy Avenue
Park Ridge, IL 60068 USA

The deadline for receipt of your registration materials is September 18, 2017. Registrations received after that date will be accepted on a space-available basis.



Schedule at a Glance

Wednesday, October 18, 2017


7:30 a.m. – 2:30 p.m.
Golf Tournament (Prepaid Event*)

8 - 9 a.m.
Yoga (Registration Required*)

8 – 9:30 a.m.
5K Fun Run/Walk (Registration Required)

9 a.m. – 1 p.m.
Whale Watching Tour (Prepaid Event*)

10:45 a.m. – 3 p.m.
Warner Brothers Tour (Prepaid Event*)

1 – 5 p.m.
ConneXion Zone® Open

1 – 6:30 p.m.
Registration Open

1 – 6:30 p.m.
Restaurant Reservation Booth Open

5 – 6 p.m.
First-Time Experience (Invitation Only)

6 – 7 p.m.
Opening Speaker

7 – 10 p.m.
Welcome Event


Thursday, October 19, 2017


7 a.m. – 2 p.m.
Registration Open

7 – 8:15 a.m.
Networking Breakfast with Sponsors

7 – 8:30 a.m.
ConneXion Zone Open

8:30 a.m. – 12 p.m.
Main Platform

10:10 – 10:40 a.m.
Coffee Break with Sponsors

10 a.m. – 3 p.m.
Restaurant Reservation Booth Open

12 – 1:15 p.m.
Networking Lunch with Sponsors and TEN X Talks at the Top

12 – 1:15 p.m.
ConneXion Zone Open

1:15 – 2:15 p.m.
Focus, Spotlight and Open Sessions

1:15 – 2:15 p.m.
Spouse Session

2:15 – 2:45 p.m.
Coffee Break with Sponsors

2:45 – 3:45 p.m.
Focus, Spotlight and Open Sessions

2:45 – 3:45 p.m.
Spouse Session

3:45 – 4:45 p.m.
The Daily Debrief

9 – 10:30 p.m.
Sweet and Greet


Friday, October 20, 2017


7 a.m. – 2 p.m.
Registration Open

7 – 8 a.m.
Foundation Creative Workshop

7 – 8:15 a.m.
Networking Breakfast with Sponsors

7 – 8:30 a.m.
ConneXion Zone Open

8:30 a.m. – 12 p.m.
Main Platform

9:50 – 10:20 a.m.
Coffee Break with Sponsors

12 – 1:15 p.m.
Networking Lunch with Sponsors

12 – 1:15 p.m.
ConneXion Zone Open

1:15 – 2:15 p.m.
Focus and Open Session

1:15 – 2:15 p.m.
Spouse Session

2:15 – 2:45 p.m.
Coffee Break

2:45 – 3:45 p.m.
Open Sessions

2:45 – 3:45 p.m.
Spouse Session

3:45 – 4:45 p.m.
The Daily Debrief

6:30 – 7:30 p.m.
Reception

7:30 – 11 p.m.
Dinner Dance


Saturday, October 21, 2017


7:30 - 8:15 a.m.
Morning Meditation

8 – 9 a.m.
Networking Breakfast

9 – 11 a.m.
Main Platform

11 a.m.
Meeting Adjourned

11:30 a.m. – 9 p.m.
Catalina Island Adventure (Prepaid Event*)


*Prepaid events must be purchased at time of registration — tickets will not be sold on-site. Simultaneous interpretation is not provided for these events.



HOUSING INFORMATION

Terranea Resort is a land unto itself. On three sides, you're surrounded by the tranquil waves of the Pacific, and across the channel is Catalina Island. The coastal setting of Terranea embraces its Mediterranean heritage and incorporates it into its architecture.

Members are responsible for reserving their own hotel accommodations at Terranea Resort. Reservations will be accepted on a first-come, first-served basis. PLEASE NOTE: Members are encouraged to reserve their rooms early. Availability is not guaranteed, and housing may close prior to the meeting. The hotel will accept reservations on a space-available basis, and the negotiated room rate is not guaranteed after September 17, 2017.

Online reservations click here.

Phone reservations
When making reservations, be sure to mention that you are with the Top of the Table Annual Meeting to receive the group rate.

Terranea Resort
100 Terranea Way
Rancho Palos Verdes, California, USA 90275
Toll free reservation number: (844) 209-6908

Rate: USD 300
Check-in time is 4 p.m. Pacific.
Check-out time is 12 p.m. Pacific.

Room rate is for single or double occupancy. In addition to the room rate, the resort charges a USD 12 per room per day resort fee. The resort fee includes unlimited high-speed internet in guest rooms, nightly turndown service, transportation within five miles of resort to include Trump National Golf Course and Los Verdes Country Club, shopping and tennis, complimentary local and 800 access calls, fitness center access, trained naturalists for guided tours, complimentary daily yoga and Pilates classes, and access to The Links’ short game practice area.

Pre- and post-meeting date reservations
The guest room rate will be offered by the hotel three days prior to and three days after the original meeting dates, subject to availability of guest rooms and resort occupancy at the time of reservation.

Cancellation and no-show policies
Cancellation of individual reservations made up to 72 hours prior to arrival will be accepted at no charge. Otherwise, the first night stay will be charged.

Session Types

Main Platform

Large session where all attendees, spouses, sponsors and speakers gather to hear presentations on topics that appeal to everyone in the audience. Subjects include motivation, inspiration, innovation, health and wellness, economic overviews and business best practices.

Focus Sessions

These sessions are more technical in nature and offer educational content to help you stay on top of your game, professionally and personally. They are open to all attendees and cover a variety of topics that give attendees the opportunity to customize their schedule and choose sessions most relevant to them.

Spotlight Sessions

These unique presentations illustrate how a member incorporates a sponsor’s product or service into their business. Though the session is about the sponsor’s offering, the spotlight is on the experience and benefits received by the member, their business and clients.

Open Sessions

In these interactive sessions, participants can share what they are currently experiencing in the market and discuss trends and insights that advisors should consider regarding practice builders, succession planning for "us", DOL impact, Two Minute Takeaways, fee models, Investment Strategies, compensation strategies and robo advisors. Open Sessions offer a unique opportunity to get timely, fresh information on a specific topic. join these informal discussions and hear what your peers encounter in their business.

Spouse Sessions

These special sessions were created to offer activities for spouses while members participate in the afternoon Focus Sessions, however they are also a great outlet for members to get a break from traditional sessions. They are fun, interactive classes about art, entertainment, fine cuisine and more.

TEN X Talks at the Top

Ten X Talks at the Top are 10-minute presentations during the lunch hour. Discover new ways to improve your production as well as provide beneficial solutions to your clients. Speakers are affiliates of sponsoring companies.

Top of the Table Speaks

New! A series of innovative and creative business concepts delivered by members in a variety of formats. Attendees will leave this fast-paced session with ideas to improve productivity and business practices.

The Daily Debrief

End a long day of learning with some rest and relaxation poolside. The Daily Debrief is a time for members to connect after attending sessions, share ideas they heard that day, and enjoy the views of the Pacific.





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Greg Bell, CSP


Water the Bamboo: Unleash Your Potential

Bell will inspire you to reexamine your personal and professional dreams while creating value for your colleagues and customers. In what has become his most popular presentation, he will demonstrate how adopting the mindset of the bamboo farmer can transform your life and those around you in amazing ways. Giant timber bamboo grows with astonishing speed and strength; however, such growth only comes as a result of the bamboo farmer faithfully watering the bamboo over time until it can establish deep and resilient roots. We all can become bamboo farmers, nurturing the qualities of patience, courage, self-discipline, persistence and belief. Leave this session with core values that will lead to profound growth and the secret formula for peak performance.

Bell is a thought leader, business consultant, motivational speaker and leadership seminar trainer. His popular book, “Water the Bamboo: Unleashing the Potential of Teams and Individuals,” has inspired an array of organizations, from Fortune 500 companies like Nike and Disney to athletic teams like the Portland Trailblazers. An innovator and keen observer of highly successful leaders, Bell's ability to masterfully blend insight and encouragement with just the right dose of reality makes him the consistently top-rated keynote speaker at major conferences. He holds political science and law degrees from the University of Oregon. He is also the force behind Coaches vs. Cancer — a campaign for the American Cancer Society that has raised more than USD 87 million for cancer research.

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Ty Bennett


The Power of Storytelling

Because we’re all emotional creatures, storytelling is the most influential form of communication. Bennett provides attendees with the mindset and toolset to leverage this communication strategy and sell effectively through storytelling. The underlying principle behind storytelling is that it’s not about you; it’s about the other person. Bennett shows you how your story impacts clients and influences the sales decision. You will learn to humanize your message, create balance between credibility and relatability and engage the emotional and creative side of your clients’ brains.

When Bennett was 21 years old, he and his brother Scott started a business in direct sales, which they built to over USD 20 million in annual revenue while still in their 20s. As a young entrepreneur, Bennett continues to engage his team’s focus to grow sales. He has developed more than 500 sales managers globally with sales and leadership in 37 countries. In his talks, Bennett uses the power of influence and storytelling to provide audiences with tangible techniques that will increase their influence and their impact as leaders and as salespeople.






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Olivia Fox Cabane


Charisma: The Science of Influence and Silencing Your Inner Critic

Most of us assume that charisma is something that you're either born with or you aren't. But science is proving otherwise. What makes people charismatic, and which aspects of charisma can indeed be learned? This talk will present the highlights of a few compelling studies, as well as practical tools for everyday application. Cabane will also delve into the art and science of first impressions. People judge your intelligence, friendliness, technical competence and social status within a few seconds. You only get one chance to make a great first impression, so how can you make sure you never miss, especially when the stakes are high?



Cabane is an executive coach to the leadership of Fortune 500 companies who helps people become more persuasive, influential and inspiring. Cabane extracts the most practical tools for business and applies the latest in global behavioral science to everyday leadership needs to improve her clients' productivity and efficiency. In addition to being a columnist for Forbes and the Huffington Post, Cabane is often featured in media such as the New York Times and BusinessWeek. Cabane previously served as director of innovative leadership for Stanford's StartX program. Her books have been translated into 17 languages, and she was the youngest person ever to be appointed Foreign Trade Advisor to the French government.

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Randy Charach


The Randy Charach Experience

Charach, a psychological illusionist, leads you on a uniquely fascinating and hilarious theatrical performance. Watch as discovers volunteers’ innermost thoughts and persuades people to forget their own name. The laughter and excitement build as the entire audience is entranced and involved in the performance. Some even become co-stars of the show!



Charach is a world-renowned, headline comedian and psychological illusionist. His unique blend of mind-reading and the power of suggestion creates an entertainment experience like no other. Charach's ability to discover a volunteer's innermost thoughts is nothing short of amazing. Charach is the author of the best-selling book "Sell the Experience." He teaches advanced psychological sales methods to top professionals. He has educated and dazzled audiences from Toronto to Tokyo with his impactful keynotes and spellbinding performances.





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Ken Gronbach


Charting the Course Through Demographic Change

Let Gronbach bring you into the counter-intuitive and fascinating world of demography. A marketer who has immersed himself in 19 years of proprietary demographic research, Gronbach’s understanding of worldwide fertility, migration, aging and dying have enabled him to forecast political, economic and cultural phenomena with uncanny accuracy. What nations are demographically doomed? How will the workforces change? What is the future of communication? How will our children’s children get their education? Will big data change marketing and branding forever? What is the fate of mass media? What countries and continents are demographically positioned to excel? Learn this and more from Gronbach’s presentation.

Gronbach is president of KGC Direct, LLC and is an internationally respected demographer who has been able to forecast societal, commercial, economic, cultural and political phenomena with uncanny accuracy. Gronbach’s unusual blend of marketing savvy and common sense demography, based on 20 years of proprietary demographic study, sets him apart. Gronbach brings you into his world of counting people in his presentations covering questions like: What nations are demographically doomed? How will the workforces change? What is the future of communications? How will our children’s children get their education?

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Darren Hardy


21st Century Leadership

The core attributes for effective leadership have changed. How do you lead in today’s fast-moving and ever-evolving times? Learn the attributes and skills necessary to lead a dynamic team made up of five generations. Key lessons include the essential strategies to recruiting the people you want and getting them to perform as you want. Observe a 180-degree mindset adjustment on the essential qualities of leading by example and demonstration, not lecture or conjecture and leave with the tools to become an influential leader who builds high-performance teams.

Darren Hardy has been engaging and inspiring audiences with his messages of personal achievement for more than 17 years. As a publisher and editorial director of Success magazine, Hardy is in the unique position of sitting down with the leading experts on human performance and achievement, as well as many of today's top CEOs, revolutionary entrepreneurs, superstar athletes, entertainers and Olympic champions, to uncover and share the secrets behind their extraordinary success.






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Salim Ismail


Exponential Finance

As the world becomes more digital, advancements in technology are skyrocketing. Ismail, a technology strategist, knows the trajectory of fascinating projects that are sure to change our lives and challenge societal norms as we know them. Today there are 8 billion internet-connected devices in the world. By 2020, Ismail predicts there will be 50 billion. Will computer-driven cars be a reality in three years? Will we see a dramatically lengthened lifespan and delayed retirements in the next decade? What does this mean for investment, growth and contraction in key industries? Ismail’s take on the impact of the financial services sector will have you thinking twice about where to put money and how much is needed for the future.

Ismail is the founder and chair of ExO Works, a team of innovation experts who create customized solutions for organizations seeking to remain relevant in today’s rapidly changing business environment. Ismail co-founded ExO Works in 2016 to help transform global business by catapulting organizations into the world of exponential thinking. ExO Works delivers a 10-week program called the ExO Sprint that leapfrogs an organization’s mindset forward by two years. The bestselling author of “Exponential Organizations,” Ismail is also a sought-after technology strategist and a renowned entrepreneur with ties to Yahoo, Google and Singularity University.

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Dr. Romie Mushtaq, M.D., ABIHM


Mindful Leadership: Navigating Chaos to Calm

Mindfulness-based practices such as meditation are now becoming a standard tool for achieving brain peak performance within corporations, professional sports teams and top universities. Mushtaq, a neurologist and meditation teacher, will explain the neuroscience and medical evidence behind meditation. Her expertise and techniques has been shared with Fortune 500 companies and universities nationally. In this interactive workshop, participants will learn a mindfulness-based practice that they can start at home and in the office.

Mushtaq is a traditionally trained neurologist with additional board certification in integrative medicine. After undergoing life-saving surgery, she traveled around the world learning mindfulness-based techniques and now helps individuals achieve brain- and mental health holistically at the Center for Natural and Integrative Medicine in Orlando, Florida. Mushtaq combines her unique expertise in neuroscience and mindfulness to teach stress management and mindful leadership to Fortune 500 companies, universities and groups around the country. She completed her medical training at the Medical University of South Carolina, University of Pittsburgh Medical Center and the University of Michigan. She previously served as faculty at the Medical College of Wisconsin.






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Bob Smiland


The Transformational Impact of Art in K-12 Education

The arts are valuable and are an important component of any well-rounded education.The significance of arts education lies in its transformative power, offering students opportunities to experience their creativity and unlock their creative and academic potential. At Inner-City Arts, students are encouraged to take risks, learn new modes of self expression, build self-confidence and develop 21-century skills such as collaboration, creativity and critical thinking. The arts are not only important to the emotional development of students, they also have great effect on academic outcomes. Studies have shown that low-income students who are highly engaged in the arts are more likely to graduate high school and twice as likely to graduate college as their peers with no arts education. By providing and advocating for equitable access to arts education for our youth— especially those most underserved—we can continue to build a more creative, productive, inclusive and empowered society.

Smiland became president and CEO of Inner-City Arts in July 2013 after nearly three decades of service as a volunteer and board member for multiple youth service and educational nonprofit organizations. He began his career as CEO of the family-owned Smiland Paint Company, which he led for 25 years, growing it into an USD 88 million business with more than 400 employees. He served as vice chair of the board of the Los Angeles Metropolitan YMCA from 1996 to 2002, and was chair of the board of trustees of the First Congregational Church of Los Angeles from 1992 to 1998. In 2010, he co-founded Extera Public Schools, charter schools that serve elementary age children in his native neighborhood of Boyle Heights and East Los Angeles. Smiland has an in-depth understanding of how nonprofits thrive and a passion for education reform.

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Garrison Wynn, CSP


Change is Mandatory; Stress is Optional

Change is something we all have to deal with, but the stress that accompanies change is more of choice. In this heavily researched session, Wynn applies his signature humor to a very serious topic. This fun, comprehensive program offers tools and tips for getting through big change with very little stress. More importantly, it creates an emotional shift for attendees as they see how much control they have over how change affects them. This session also shows attendees how stress is more about what we believe than what is actually happening. From embracing big transitions in technology to dealing with growth or downsizing, this presentation helps leaders, employees and customers implement necessary changes with minimal resistance.

With talents that established him as a Fortune 500 leader and professional standup comedian,Wynn fuses comic timing and research to deliver motivational business expertise. For 20 years, he has given keynote presentations to clients (such as American Express, Wells Fargo, Oracle and NASA) at corporate and association events. He is the author of the Amazon bestsellers “The Real Truth about Success” and “The Cowbell Principle.” He has been a weekly contributor to the Washington Post and has been featured in Forbes and Inc. magazines.






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David Braithwaite, Dip PFS

Technology: A Force for Good, or a Source of Fear?

Some people embrace technology and happily use it all the time; others are fearful of how to use it or where to start. Braithwaite explains how he uses technology within his practice to engage and communicate with his clients effectively, increase his brand awareness, simplify processes and create new business enquiries. He will leave you with ideas you can implement easily within your own practice to have an immediate positive impact.



David Braithwaite, Dip PFS, is a nine-year MDRT member with three Court of the Table and four Top of the Table honors. A regular broadcaster and go-to “financial guru,” Braithwaite currently hosts a weekly money item on BBC Radio. He has spoken at various conferences in London, Dublin, Toronto and Cairns and on Main Platform at the MDRT Annual Meeting. He is often called upon for panel discussions by product providers in the U.K. and enthusiastically loves sharing ideas and making a positive impact for others he meets. He is currently in the process of writing his first book to share useful insights about entrepreneurship and give useful reminders to those already in business.
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Asvin Chauhan, Dip FA, MIFP

Thriving Through Change in a Regulatory Environment

Regulation has driven advisors in the UK to fee-based models, and the same is now happening in the United States. Chauhan and Lord will provide a global perspective on compliance and moving away from commissions toward fee-based practices.



Asvin Chauhan, Dip FP, MIFP, is a 19-year MDRT member with eight Court of the Table and three Top of the Table qualifications. He is an enthusiastic volunteer for MDRT and currently serves as Regional Chair for the Membership Communications Committee. He is also a Gold Knight of the MDRT Foundation. He has been in the life insurance business for more than two decades and is a master practitioner of neuro linguistic programming (NLP).





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Mayur T. Dalal, MBA

Partners for Your Financial Future

Whether you’ve spent your whole career in life insurance, annuities, benefits, wealth management or some combination, chances are you haven’t done it alone. The right partners in business make all the difference. Hear how fellow Top of the Table qualifiers are leveraging relationships with their peers and direct access platforms to optimize their opportunities. Learn how to:

• Unlock stalled deals
• Open new revenue streams
• Save time and money with state-of-the-art technology
• Collaborate with some of the very best advisors in the country

Mayur T. Dalal, MBA, is a 25-year MDRT member with seven Court of the Table and nine Top of the Table qualifications who focuses on value-based succession and wealth transfer planning. Dalal also maintains membership in the Association of Advanced Life Underwriters, Financial Planners Association, Advisors in Philanthropy and Planned Giving Group of Greater New York, and he is a charter member of the Legacy Wealth Coach network. Dalal is a past chairman of the Ronald McDonald House Capital Campaign and has served as a board member of The International Forum. Dalal received a bachelor’s degree in chemical technology and an MBA from Bombay University.

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Jose Anselmo Feliciano, CFP, CLU


The Financial Advisor’s Blind Spot

Are you working so hard you’re missing a rare opportunity? Discover the underlying issue facing most top financial advisors today and what it takes to sidestep this pervasive problem. Feliciano reveals how he overcame this problem to build his successful firm. He shares the secret behind his company’s success and reveals the key component that makes it all possible. This opportunity, hidden in plain sight is available to any advisor, especially if you’re tired of working long hours and quickly reaching the limit of you earning potential.

Jose Anselmo Feliciano, CFP, CLU, is a 10-year MDRT member with 10 Top of the Table qualifications. In addition to maintaining a demanding schedule as the CEO of Feliciano Financial Group and an internationally acclaimed corporate speaker, he is the author of a number of books, including the Amazon bestseller “2 Hour House.” A graduate of the American College of Financial Planning, Feliciano is a regular contributor on financial matters to CBS, ABC, NBC, CNN and FOX. His firm was recently awarded the Crystal Eagle, an industry milestone that places Feliciano Financial Group No. 1 in the country for Woodbury Financial Services (a division of The Hartford).






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Tony Gordon


Ideas That Work

What are these long-time Top of the Table members’ best marketing, sales and practice management tactics? Gordon, Hoesly and Rogers participate in a panel discussion about the ideas that have contributed to their success.

Tony Gordon of Bristol, England, is a 40-year MDRT member with 39 Top of the Table honors. One of the best known names in the world of financial services, Gordon became the first MDRT President from outside North America in 2001 — with the unique distinction of having served both as Chairman of MDRT's Top of the Table and as president of the UK's insurance agents association. The author of the bestselling book "It Can Only Get Better," Gordon has spoken in more than 50 countries. He was featured as one of the 12 outstanding life insurance salespeople in MDRT's "The Greatest Insurance Stories Ever Told." Now retired, Gordon focuses his time mentoring other agents, speaking, looking after his other business interests and spoiling his five grandchildren.

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Brian D. Heckert, CLU, ChFC


Partners for Your Financial Future

Whether you’ve spent your whole career in life insurance, annuities, benefits, wealth management or some combination, chances are you haven’t done it alone. The right partners in business make all the difference. Hear how fellow Top of the Table qualifiers are leveraging relationships with their peers and direct access platforms to optimize their opportunities. Learn how to

• Unlock stalled deals
• Open new revenue streams
• Save time and money with state-of-the-art technology
• Collaborate with some of the very best advisors in the country

Brian D. Heckert, CLU, ChFC, of Nashville, Illinois, is a 29-year MDRT member with seven Court of the Table and 10 Top of the Table honors. He is a Past President of MDRT and a Legion of Honor Excalibur Knight of the MDRT Foundation and a member of its Inner Circle Society. His Round Table volunteerism includes speaking at the Annual Meeting and MDRT Experience and Global Conference, as well as service on multiple MDRT committees and task forces. He served on the MDRT Foundation Board of Trustees for three years and was Divisional Vice President three times. Heckert is the founder and managing member of Financial Solutions Midwest, a financial planning firm focused on creative retirement plan design and income distribution planning.






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Michelle L. Hoesly, CLU, ChFC


Ideas That Work

What are these long-time Top of the Table members’ best marketing, sales and practice management tactics? Gordon, Hoesly and Rogers participate in a panel discussion about the ideas that have contributed to their success.

Michelle L. Hoesly, CLU, ChFC, is a 38-year MDRT member with three Court of the Table and 14 Top of the Table honors. She is a Past President of MDRT and past Top of the Table Chair. She has spoken numerous times internationally and has been quoted by the Wall Street Journal and Kiplinger's on financial and insurance topics.

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Andrew C. Lord, CLU, ChFC


Thriving Through Change in a Regulatory Environment

Regulation has driven advisors in the UK to fee-based models, and the same is now happening in the United States. Chauhan and Lord will provide a global perspective on compliance and moving away from commissions toward fee-based practices.

Andrew C. Lord, CLU, ChFC, is a 29-year MDRT member with two Court of the Table and 22 Top of the Table honors. An Excalibur Knight of the MDRT Foundation, he has been a regular Round Table and Foundation volunteer. His many committee assignments include serving as Chair of the Top of the Table (2002). He is founder and president of Essential Planning LLC, a mid-size financial planning shop. Lord has been interviewed for articles in numerous publications, as well as on radio and television.






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Dale W. Martin, CLU, ChFC

It's Not What You Say; It's How You Say It

It's hard enough to get in front of the high-net-worth client, so once you do, you can't afford to make mistakes. Once you do get the opportunity, how do you explain the concepts in a manner they understand? How do you answer common objections that clients, CPAs and attorneys often have? Martin will use actual cases and proven techniques to show you how to overcome objections. He will discuss each part of the process and give specific details on what to say and how to say it.

Dale W. Martin, CLU, ChFC, is a 17-year MDRT member with 17 Top of the Table qualifications and a Past Chair of Top of the Table. He specializes in connecting generations through wealth preservation and transfer. He has extensive experience providing sophisticated strategies for high-net-worth families, executives, business owners and their professional advisors. He has 35 years of financial services experience with specialization in estate, wealth, charitable and business insurance planning. Martin has spoken at both the MDRT Annual Meeting and the NAIFA Annual Meeting

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Bryson Milley, CFP, CIM

You Are Successful, But Are You Happy?

Hear how Wallingford and Milley determined how to find their ideal client, and how they intend to make their practices more enjoyable through the second half of their careers. Learn ideas you can incorporate into your own practice to engage your heart and mind on a more intimate level with your clients.

Bryson Milley, CFP, CIM, is a 16-year MDRT member with six Court of the Table and two Top of the Table qualifications. He began his career in 1995 as an agent of a large Canadian life insurer and ventured out on his own three years later as an independent financial advisor, eventually joining forces with Rogers Group Financial in 2003. Milley's practice focuses on an integrated wealth management process largely directed to professionals, self-employed individuals and small-business owners.






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Dr. Romie Mushtaq, M.D., ABIHM

Breathe: The Power of Meditation and Mindfulness

Mindfulness-based practices such as meditation are now becoming a standard tool for achieving brain peak performance within corporations, professional sports teams and top universities. Mushtaq, a neurologist and meditation teacher, will explain the neuroscience and medical evidence behind meditation. Her expertise and techniques has been shared with Fortune 500 companies and universities nationally. In this interactive workshop, participants will learn a mindfulness-based practice that they can start at home and in the office.

Mushtaq is a traditionally trained neurologist with additional board certification in integrative medicine. After undergoing life-saving surgery, she traveled around the world learning mindfulness-based techniques and now helps individuals achieve brain- and mental health holistically at the Center for Natural and Integrative Medicine in Orlando, Florida. Mushtaq combines her unique expertise in neuroscience and mindfulness to teach stress management and mindful leadership to Fortune 500 companies, universities and groups around the country. She completed her medical training at the Medical University of South Carolina, University of Pittsburgh Medical Center and the University of Michigan. She previously served as faculty at the Medical College of Wisconsin.

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Douglas R. Peete, ChFC

Investment Consulting in the Closely-Held Corporate Retirement Plan Market

Peete will discuss the processes he and his staff utilize while working with plan sponsors as well as individuals on setting up and maintaining an investment menu. Fund selection process will be explored, coupled with fiduciary best practices pertaining to retirement plans and IRA rollovers.

Douglas R. Peete, ChFC, is a 34-year MDRT member with four Court of the Table and 21 Top of the Table qualifications. He started Douglas R. Peete & Associates in 1980 while completing his finance degree at Kansas State University. He advises over USD 300 million in plan assets and has established more than 250 employer-sponsored retirement plans. Peete, who has been in the industry for more than 38 years, focuses on qualified retirement plans, business continuation, employee benefits, investments and estate planning. He is a past Chairman of Top of the Table.






team member

James E. Rogers, CLU, CFP

Ideas That Work

What are these long-time Top of the Table members’ best marketing, sales and practice management tactics? Gordon, Hoesly and Rogers participate in a panel discussion about the ideas that have contributed to their success.

James E. Rogers, CLU, CFP, is a 44-year MDRT member with 35 Top of the Table honors. He is a Past Chair of Top of the Table and a Past President of MDRT. The founder of Rogers Group Financial (RGF), Rogers has received the Career Achievement Award from Canada’s Advisor's Edge magazine, as well as the Don Johnston Award, given by the Financial Planning Standards Council for his “outstanding contribution to the profession of financial planning in Canada.” He is a past two-term chair of the Canadian Association of Insurance and Financial Advisors (CAIFA), now known as Advocis. Now retired, he writes and speaks about practice management issues that affect professional financial advisors.

team member

Brian Safardi

Add an Extra Million Dollars in Revenue with College Planning!

Generate no less than 10 new financial planning clients per month by quickly and easily adding a proven college planning system to your existing practice. Safdari, arguably the top college planner in the country, will share how he turned his practice into a multi-million dollar firm with one of the most universal and attention-grabbing concepts in the country. During this session you will learn how to:

• Ethically use financial products to maximize financial aid for college-bound families
• Educate families about receiving grants and scholarships, even if they have high income and/or assets
• Advise families when they should move assets to qualify for grants and scholarships
• See the big picture of college planning and how it applies to most of your financial planning clients

Brian Safdari is a four-year MDRT member with one Top of the Table honor and the founder of College Planning Experts. After his personal experience, he decided to devote his life to helping parents and children learn the truth about the college planning process. He now directs families on what it takes to get accepted to a dream college, how to receive thousands of dollars in financial aid, regardless of income or assets, and how to properly fund the cost of college without going broke. Safdari has helped more than 25,000 families achieve their college dreams. He has also published his own book, “College Planning Made Easy.”






team member

Howard E. Sharfman

Estate Planning – Even if There is No Estate Tax

In this one-hour session, Sharfman will share ideas he has used in his practice that work with or without an estate tax. Sharfman has used these concepts to allow clients to transfer billions of dollars of wealth and purchase over USD 17 billion of permanent life insurance in the last decade. He will also share the persuasive arguments he uses to answer the objections, “I don’t believe there will be an estate tax,” “My children will have enough even if there is a tax” and “I don’t like life insurance.”

Howard E. Sharfman is a 22-year MDRT member with one Court of the Table and 18 Top of the Table qualifications. As senior managing director of NFP Insurance Solutions, he has been recognized as an innovative leader in the insurance business for more than two decades. Sharfman has been a leading presenter for insurance industry conferences such as LIMRA, AALU, Top of the Table and Forum 400. He has served as program planning chair, president and chairman of the Forum 400. He is a board member of Life Happens and a former advisory board of Partners Financial, one of the largest insurance producer distribution channels in the industry. He has placed or consulted in the placement of more than USD 17 billion of life insurance coverage in the last decade.

team member

Kerry Therese Wallingford, RICP, ChFC

You Are Successful, But Are You Happy?

Hear how Wallingford and Milley determined how to find their ideal client, and how they intend to make their practices more enjoyable through the second half of their careers. Learn ideas you can incorporate into your own practice to engage your heart and mind on a more intimate level with your clients.

Kerry Therese Wallingford, RICP, ChFC, is a 17-year MDRT member with two Court of the Table and seven Top of the Table qualifications. Wallingford’s passion for all that she does is seen in her love for her family and her community, but also her love for her job. She takes great pride in educating her clients and making sure they have protected their families well. She has spoken across the country about the importance of ethics in the workplace and the significant impact financial advisors have on the well-being of their clients. Over the years, she has been very involved in her community through helping establish the Highline Schools Foundation, volunteering at Seattle Children’s Hospital and more.






team member

Brent J. Welch, CFP, CRPS

"ACE" Your Process

The ancient Greeks said that the goal of oratory is to create a sea of information in a drop of language. This talk is designed to help you speak with more power and effectiveness, and write in a way that draws business to you. Welch will teach you secrets he’s picked up from 28 years of public speaking and show you how to move prospects to clients. He will share how writing a book or white paper can help you build authority, celebrity and exclusivity among your peers. This will help you clarify your process and clearly define your value proposition, which can improve your conversion ratio of prospects to clients.

Brent J. Welch, CFP, CRPS, is a 25-year MDRT member with three Court of the Table and 16 Top of the Table honors. Since 1984, he has served clients as a retirement wealth advisor. From offices in Wisconsin, his firm serves more than 500 families in a dozen states. His passions include helping clients retire with more confidence and purpose. An author and international speaker, Welch’s most recent book is titled “Imagine Financial Security for Life.” He currently serves on the executive committee for Leading with Power and lives in Prairie du Sac, Wisconsin, with his wife of 31 years.







team member

team member

David Braithwaite, Dip PFS

Technology – Are You in Control or Do You Want to Escape?

David Braithwaite, Dip PFS, is a nine-year MDRT member with three Court of the Table and four Top of the Table honors. A regular broadcaster and go-to “financial guru,” Braithwaite currently hosts a weekly money item on BBC Radio. He has spoken at various conferences in London, Dublin, Toronto and Cairns and on Main Platform at the MDRT Annual Meeting. He is often called upon for panel discussions by product providers in the U.K. and enthusiastically loves sharing ideas and making a positive impact for others he meets. He is currently in the process of writing his first book to share useful insights about entrepreneurship and give useful reminders to those already in business.

team member

Mark Dorfman, CLU, ChFC

Projects and Paychecks

Mark Dorfman, CLU, ChFC, is a 21-year MDRT member with eight Court of the Table and 19 Top of the Table honors. He is the CEO and founding partner of ODI Financial and a graduate of Boston University with a degree in business administration and finance. As a financial planner, Dorfman brings innovative products from insurance companies to his clients and the brokerage community. His specialties are retirement planning, advanced estate planning and corporate benefits. He has published numerous articles, appeared on radio shows and frequently speaks at functions for insurance and financial professionals as well as for non-industry organizations. He served as Top of the Table Chairman in 2008.






team member

Jo Ann E. Favia, CLU, ChFC

The Long and Short of It

Jo Ann E. Favia, CLU, ChFC, is a 28-year MDRT member with four Court of the Table and six Top of the Table honors. Favia and her team have built Favia Group on strong personal relationships and a deep understanding of each client. As an independent financial professional, Favia partners with business owners, individuals and families to help them understand the importance of developing a strategic, long-term financial plan. With more than 30 years of experience in financial planning, Favia works with each client to understand the importance of their goals and objectives so she can view their total financial situation. As a financial educator, she frequently speaks at a variety of financial events.

team member

Jose Anselmo Feliciano, CFP, CLU

Are We an Endangered Species?

Jose Anselmo Feliciano, CFP, CLU, is a 10-year MDRT member with 10 Top of the Table qualifications. In addition to maintaining a demanding schedule as the CEO of Feliciano Financial Group and an internationally acclaimed corporate speaker, he is the author of a number of books, including the Amazon bestseller “2 Hour House.” A graduate of the American College of Financial Planning, Feliciano is a regular contributor on financial matters to CBS, ABC, NBC, CNN and FOX. His firm was recently awarded the Crystal Eagle, an industry milestone that places Feliciano Financial Group No. 1 in the country for Woodbury Financial Services (a division of The Hartford).






team member

Priti Kucheria, LUTCF, CFP

3 Unique Client Engagement Ideas

Priti Kucheria, LUTCF, CFP, is a 16-year MDRT member with two Court of the Table and 13 ∏Top of the Table qualifications. A titanium advisor for Prudential Life Insurance Company, she is also a member of the elite International Star Club and has garnered several CEO Awards for her work. She has contributed to several MDRT meetings, including as a Focus Sessions Captain for the 2016 Annual Meeting and a speaker at the 2016 MDRT Experience and Global Conference. She makes frequent appearances in the media and has been featured in Business Today, the Economic Times and CNBC TV.

team member

Douglas R. Peete, ChFC

Risk Adjusted Return Analysis for Retirement Platforms

Douglas R. Peete, ChFC, is a 34-year MDRT member with four Court of the Table and 21 Top of the Table qualifications. He started Douglas R. Peete & Associates in 1980 while completing his finance degree at Kansas State University. He advises over USD 300 million in plan assets and has established more than 250 employer-sponsored retirement plans. Peete, who has been in the industry for more than 38 years, focuses on qualified retirement plans, business continuation, employee benefits, investments and estate planning. He is a past Chairman of Top of the Table.






team member

David Pritchard, Dip PFS

What Makes My Phone Ring Every Day?

David Pritchard, Dip PFS, is a 19-year MDRT member with nine Court of the Table and nine Top of the Table qualifications. He is an MDRT Foundation Diamond Knight and has been an active volunteer in PGA over the last 10 years. Pritchard is a managing director of his own firm, with a team of 15 specializing in investment management, investments, pensions and trust work. He also advises on inheritance tax planning.

team member

Edward C. Skelly, CLU, ChFC

Preparing Your Practice for Sale

Edward C. Skelly, CLU, ChFC, is a 24-year MDRT member with nine Court of the Table and seven Top of the Table qualifications. He is president and founder of Sterling Financial Partners and specializes in comprehensive financial, estate and business planning. Skelly has spoken to numerous groups, including the Suburban Maryland, Minnesota, Virginia Beach and New Hampshire Life Underwriter Associations, the Texas A&M Mays School of Business and the Virginia Tech financial planning program. He has served on numerous MDRT committees, including as Chair for the Technology Committee. Skelly is a member of the Society for Financial Service Professionals and has served on the board of the National Capital Chapter.






team member

Remigiusz Stanislawek

The Internet Advisor System Revealed

Remigiusz Stanislawek is a five-year MDRT member with one Court of the Table and four Top of the Table qualifications and an experienced speaker on ethics for financial advisors and tax-efficient retirement solutions for clients in his native Poland. Stanislawek specializes in both insurance and investments in his work as a certified financial planner and serves as a lecturer at the University of Economics and Business in Poznan. Since 2009, he also has run an acclaimed blog about investing using mutual funds.

team member

Rick B. Stanzione, RFC, CSA

Holistic Planning Through a Unique Business Model

Rick B. Stanzione, RFC, CSA, is a 15-year MDRT member with one Court of the Table and 10 Top of the Table honors. The president and CEO of R&R Group, Inc., which he formed in 1984, he has consistently been a leader in the financial services field. His greatest satisfaction comes from meeting people and helping them achieve their financial goals and objectives. He is committed to understanding his clients’ needs and goals, and he makes certain they clearly understand their investment options, strategies and possible results. Stanzione has a diversified client base including public corporations, closely held businesses and individuals. He is a past president of NAIFA’s Bonneville Chapter in Ogden, Utah, and a member of the International Association of Registered Financial Consultants.






team member

Eszylfie Taylor

The Unsung Heroes

Eszylfie Taylor is a 14-year MDRT member with four Court of the Table and five Top of the Table qualifications and the founder and president of Taylor Insurance and Financial Services. He attended Concordia University on a basketball scholarship and graduated magna cum laude with a bachelor’s degree in business management. Prior to founding his own company, he was a standout financial advisor at New York Life, making Chairman’s Council. Taylor built the Taylor Method, his sales process for financial advisors, on his successes in problem solving instead of product selling. In 2015, he was the recipient of Advisor Today’s “Four Under Forty” award. Since 2003, his nonprofit, Future Stars, has hosted a basketball camp for underserved youth in the community.

team member

Nima Tousi, CFP, CLU

Let's Talk About Sailing Through Life

Nima Tousi, CFP, CLU, is a 10-year MDRT member with three Top of the Table qualifications. A seasoned wealth management expert based in Dubai, UAE, Tousi has garnered extensive hands-on expertise in the financial and insurance industries for nearly two decades. Currently, he serves as the co-founder and president of PIB Financial Group and as a financial planner for Wehbe Insurance Brokers LLC. Trustworthy and goal-oriented, Tousi consistently strives to go the extra mile to ensure his valued clients attain their financial goals so they can send their children to college, have money if they fall ill, and ultimately retire on their own terms. Nima holds the health insurance specialist certification from The Institute for Advanced Financial Education as well as numerous other accolades.






team member



team member

Jennifer A. Borislow, CLU

Practice Builders

Building your practice requires attention to detail and adherence to a big-picture plan. Attend this open session to converse about issues that affect this plan, including team building, HR issues, business reviews, appraisals and more.

Jennifer A. Borislow, CLU, is a Past President of MDRT and the founding principal of Borislow Insurance (BI). A 29-year MDRT member with one Court of the Table and 19 Top of the Table honors, she is a nationally recognized expert, author, speaker and thought leader on employee health benefits, insurance and related business strategies. As the CEO and strategic coach, Borislow focuses her energy on helping the agency create a unique experience for her clients. For more than 34 years, Borislow has helped business owners and executives develop a clear, forward-looking strategic vision for their organizations that leverage employee benefits, risk management and much more.

team member

Scott D. Edelman

Compensation Strategies and Hiring

Hiring the right staff is a necessary step for every advisor to grow their business. How do you find the right person for the job, and when you find them, how do you pay them? Attend this open session to discuss strategies to make good staffing decisions.

Scott D. Edelman is a 19-year MDRT member with 11 Court of the Table and six Top of the Table honors and the founder of Edelman Wealth Management Group, where he manages all aspects of wealth management and employee benefits. Edelman provides products and services for investment management and estate conservation for his clientele of individuals, families, retirees and businesses. He has a strong commitment to giving quality advice and service and puts an emphasis on creating lasting relationships. He is a regular speaker at conferences and is a thought leader in the community. He is also active with charities and serves on several boards.






team member

Marvin H. Feldman, CLU, ChFC

Succession Planning for “Us”

A strong succession plan is something every advisor should contemplate — no matter what stage of their career. Join this open session for a wide-ranging discussion covering all aspects of succession planning.

Marvin H. Feldman, CLU, ChFC, is a past Top of the Table Chair, 2002 MDRT President and a 43-year MDRT member with 35 Top of the Table qualifications. He is president of the Feldman Financial Group, and president and CEO of the LIFE Foundation. He received the Circle of Life award in 2004 and the John Newton Russell award in 2011, the highest honor for an individual in the insurance industry. Feldman was also named to Insurance Newscast’s list of the 100 Most Powerful People in the Insurance Industry, North America, and is listed in “Who’s Who in Business and Finance” and “Who’s Who in the World.”

team member

Justin D. Nabity, CFP

Robo Advisors

How will robo advisors affect the future of the financial services profession? Are they a threat to your business or a potential ally? Join this open session to discuss all components of robo advisors with your fellow Top of the Table members.

Justin D. Nabity, CFP is a five-year MDRT member with one Court of the Table and four Top of the Table honors. He is a regular guest speaker at universities, medical centers and hospitals throughout the United States. His lecture topics include finding a job, succeeding in employment interviews, physician contract negotiation, physical compensation packages and financial planning. Nabity enjoys the role he plays in supporting physicians nationwide, bringing business sense and innovation to the medical community while building resources for physicians that can help them make better decisions. He holds finance and international business degrees from the University of Nebraska-Lincoln.






team member

Timothy M. Reis, LUTCF

Fee Models

Is your business based primarily on commissions? Or have you switched to a fee-based model? Attend this open session to discuss the pros and cons of charging fees and hear some success stories of fellow Top of the Table advisors who have already implemented a fee-for-advice structure.

Timothy M. Reis, LUTCF, is a 30-year MDRT member with six Court of the Table and 13 Top of the Table qualifications. He began his career in financial services assisting people with their retirement and insurance needs at the early age of 21. In 1992, he founded Reis Financial Services LLC. Since then, Reis has helped hundreds of individuals and businesses with financial, investment, retirement, tax and estate planning needs. He keeps his clients’ best interests at the forefront of his planning process and continues to learn by attending many financial conferences and collaborating with successful advisors from around the world.






team member



team member

Clint Arthur

How You Can Become the Only Choice for Your Customers and Prospects!

Discover how to raise your status and stand out far above your competition so you and your high-ticket products and services are viewed as the only possible choice by your clients and prospects.

Clint Arthur is the world’s top expert at creating celebrity and expert positioning with local TV and high-status speaking engagements. Since 2012, he has taught more than 500 authors, speakers, coaches and entrepreneurs how to deploy his proven, repeatable formula for booking free TV appearances to book themselves on more than 3,000 major news and talk show appearances including Good Morning America, the Today Show, Dr. Oz and more. Arthur’s meteoric ascent in the expert industry earned him Dan Kennedy's GKIC Info Marketer of the Year award as well as industry recognition as the top media trainer in Hollywood. Arthur’s bestselling books include “What They Teach You at the Wharton Business School” and “Break Through Your Upper Limits On TV.”

team member

Joe Borsellino

Prospect to Partner

Learn a new technique to build your personal unique value proposition to drive new profitable business through your strategic alliance. In addition, hear about a new partnership program that offers content customized to the audience of your choosing.

Joe Borsellino is the divisional vice president for Prudential's independent life insurance sales organization in the Midwest/Western United States. In this capacity, he is responsible for individual life sales through the third party and independent producer distribution channels. Prior to his current role, Borsellino was recognized as Prudential's leading national account executive in 2003, 2004 and 2008. During his 23 years with Prudential, he has held a variety of positions, including regional brokerage director for Prudential Select Brokerage and sales manager of Prudential’s retail office in Southern Ohio. Borsellino earned his bachelor's degree in business from California Polytechnic States University and his MBA from the University of Southern California.






team member

Jeff Hallman

Grow Your Practice and Create Economic Value for Your Senior Clients with Life Settlements

The secondary market for life insurance provides an attractive alternative for senior clients burdened with costly premiums for unwanted life insurance policies. Today, an increasing number of advisors are incorporating life settlements into their practices to create economic value for seniors who qualify. Through a combination of premium relief, a substantial cash settlement and a retained death benefit, advisors can help senior clients achieve greater financial stability while meeting their estate planning objectives. Hallman uses actual case examples to illustrate the powerful problem-solving potential of life settlements and addresses the opportunity for revenue generation through commission-based income from the transactions.

Jeff Hallman is the co-founder and managing partner of Asset Life Settlements LLC, a secondary market brokerage and advisory firm. With more than 15 years of experience as a life settlement broker, Hallman has earned a reputation among industry professionals as one of the most skilled negotiators in the country. Having closed more than USD 2 billion in policy face value, Hallman is known for his unique ability to leverage his close working relationships with top institutional funding sources in pursuit of the highest offer for each case that crosses his desk.

team member

Stephan Mitchell

The 4 Noble Truths of Indexed UL

Indexed UL is the most popular product in the independent brokerage marketplace. Why? Peel back the layers of this product to find the four most essential qualities at its core that should drive your decision about recommending a particular IUL product to your clients. Pacific Life has led the industry for eight straight years in sales of IUL; find out what has made them more successful than any other company in this marketplace.

Stephan Mitchell is an assistant vice president for product marketing in the life insurance division of Pacific Life, leading the market research, product specialist and competitive intelligence areas. His team works collaboratively with other departments to res s a earch, develop and market all the life insurance products for the division. Mitchell joined Pacific Life in 1995 as a product and competition analyst, gathering and providing competitive intelligence to recruiters and producers at point of sale for all life insurance products and distribution systems. In 2010, he became Pacific Life’s first indexed UL product marketing specialist.






team member

team member


Whale Watching Tour

Wednesday, October 18
9 a.m. – 1 p.m.

Guests will have the chance to see the beauty of the wildlife off the coastline and in the Pacific Ocean as they embark on a private whale watching cruise! The most common sighting is the blue whale. This whale is the largest mammal in the world, and is always found out in the Pacific Ocean off the coast of Long Beach.

OPTIONAL, AT ADDITIONAL COST
USD 110 (includes lunch)

team member


Warner Brothers Tour

Wednesday, October 18
10:45 a.m. – 3 p.m.

Travel via a luxury cart to tour spots where some of America’s favorite TV series and movies have been filmed! You are invited to experience a one-of-a-kind private movie studio tour on the Warner Brothers lot. The two and a half hour VIP Back Lot Tour begins with a private theater viewing of a compilation of classic Warner Brothers film clips.

OPTIONAL, AT ADDITIONAL COST
USD 110 (includes lunch)






team member


Catalina Island Adventure

Saturday, October 21
11:30 a.m. – 9 p.m.

Only 26 miles across the sea, yet capturing the feeling of being in a small village in the Mediterranean, lies Catalina Island. The adventure begins in Long Beach’s ferry terminal where guests board a high-speed catamaran. Onboard they can take in ocean breezes while keeping their eyes peeled for glimpses of white-sided dolphins and gray whales, or enjoy snacks and a refreshing soda or cocktail as they relax in airline style seats. Guests will explore the island into the evening and head back to the mainland after a dinner of their choice. Catalina Island is filled with adventure; see below some of the exciting activities and restaurants!

OPTIONAL AT ADDITIONAL COST
USD 130

team member


Trump National Golf Club

Wednesday, October 18
7:30 a.m. – 2:30 p.m.
Shuttle will depart from the lobby of the Terranea Resort at 7:30 a.m.

Start your meeting right with a round at Trump National Golf Club. This magnificent location is perched high above the jagged California cliffs, taking advantage of one of the most incredible views in the world, with picturesque Catalina Island off the coast. This Pete Dye-designed course has been greatly enhanced, tempting golfers to take risks and rewarding well-placed shots. The layout challenges experienced golfers and novices to the best of their abilities. USD 295 per person (includes green fees, golf cart, breakfast, lunch and unlimited balls at the driving range) TaylorMade Clubs are available for rental at an additional cost of USD 80. There are no shoes available to rent, however any athletic shoe with soft soles is accepted.

DUE TO REQUIRED GUARANTEES , CANCELLATIONS MUST BE RECEIVED IN WRITING AT MDRT HEADQUARTERS ON OR BEFORE SEPTEMBER 18 , 2017, TO RECEIVE A REFUND. NO REFUNDS WILL BE GIVEN FOR CANCELLATIONS RECEIVED AFTER SEPTEMBER 18 , 2017. NO REFUNDS WILL BE GIVEN FOR NO-SHOWS.

PREPAID EVENT






SPONSORS PLUS

Asset Life Settlements (Plus TEN X Talk)

Asset Life Settlements was co-founded by Jeff Hallman and Scott Thomas – two of the nation’s most skilled life settlement brokers. With more than 30 years of combined experience, Asset Life shops each case to multiple providers and negotiates the highest possible settlement offer. Advisors depend on them to deliver results, and they pride themselves in maintaining that trust.

Jeff Hallman
Asset Life Settlements, LLC
1507 Park Center Drive, Unit 1B
Orlando, FL, USA 32835
Phone: 407.413.8659
Fax: 321.400.1084
assetlifesettlements.com

LifePro (Plus Spotlight Session)

LifePro Financial Services, Inc. is the premier distributor of life, annuity, long-term care, and securities- based insurance products, partnering with the top 5% of all financial advisors.  Fostering a community where independent does not mean alone, LifePro provides 24-hour support, cutting edge sales strategies and systems, premiere industry education, top valued products, underwriting expertise, competitive industry commission, and unmatched bonus opportunities.

LifePro Financial
Ben Nevejans, President
11512 El Camino Real, Suite 100
San Diego, CA, USA 92130
Phone: 858.793.5999
Fax: 858.793.5990
lifepro.com

NFP(Plus Spotlight Session)

NFP is a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement and individual private client solutions through our licensed subsidiaries and affiliates. Our expertise is matched only by our personal commitment to each client’s goals. For more information, visit NFP.com.

Mike James,
President
NFP
1250 Capital of Texas Highway
Building 2, Suite 125
Austin, TX 78746
Phone: 512.697.6992
NFP.com

Pacific Life(Plus TEN X Talk)

Offering insurance since 1868, Pacific Life provides a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. For additional company information, including current financial strength ratings, visit www.PacificLife.com.

Chris Cairns
Senior National Sales Manager
Pacific Life
45 Enterprise
Aliso Viejo, CA, USA 92656
Phone: 949.420.7133
Fax: 949.718.5722
Pacificlife.com

SPONSORS PLUS

Prudential (Plus TEN X Talk)

We help our business partners THRIVE by offering dynamic underwriting, enduring value and customized life insurance solutions. With Prudential's robust support architecture and direct, personal support, you get access to the concepts, materials, industry-leading service, and people who can help your business THRIVE.

Doug Winkler
Prudential
213 Washington Street
Newark, NJ, USA 07102
Phone: 860.534.9093
prudential.com/advisors/life-insurance.com

Status Factory(Plus TEN X Talk)

MDRT - Raising your status in the eyes of customers and prospects so that you are seen as the only possible choice.

Clint Arthur
Status Factory
3025 Sunset Boulevard
Los Angeles, CA, USA 90026
Phone: 310.415.0450
statusfactory.com


SPONSORS

AgencyONE

AgencyONE, a boutique BGA in Rockville, MD, offers its clients superior medical and financial underwriting and advanced planning expertise. With a stellar reputation in the BGA marketplace and significant carrier relationships, AgencyONE provides outstanding service and support to insure the successful placement of life insurance and annuities.

Edward E. Leisher
AgencyONE
11200 Rockville Pike, #500
Rockville, MD, USA 20852
Phone: 301.803.7504
agencyone.net

Allianz Life Insurance Company

Allianz Life Insurance Company of North America, one of FORTUNE’s 100 Best Companies to Work For® in 2017, has been keeping its promises since 1896. Today, it carries on that tradition, helping Americans achieve their retirement income and protection goals with a variety of annuities and life insurance products. In 2016, Allianz Life provided a total of $2.6 billion in benefit payments that supported policyholders’ financial objectives. As a leading provider of fixed index annuities, Allianz Life is part of Allianz SE, a global leader in the financial services industry with 142,000 employees in more than 70 countries worldwide. More than 85 million private and corporate customers rely on Allianz knowledge, global reach, and capital strength to help them make the most of financial opportunities

Jason Wellmann
Allianz Life
SVP Life Distribution
5701 Golden Hills Drive
Minneapolis, MN, USA 55416
Phone: 763.765.2858
allianzlife.com

Clarity 2 Prosperity

Clarity 2 Prosperity is a financial training, coaching and IP development organization led by financial advisors, coaches and business leaders committed to simplifying the financial planning process and improving the lives of American families. It provides proven, turnkey processes to help advisors shift from a transactional mindset to providing holistic, best interest advice.

David Alison
Clarity 2 Prosperity
30400 Detroit Road
Suite 201
Westlake, OH, USA 44145
C2Padvisory.com

Columbus Life Insurance Company

Columbus Life offers universal life and term life products along with single premium fixed annuities. Within the UI product line, Columbus Life offers NLG, index, traditional and second-to-die policies. The term product line includes 10-, 15-, 20- and 30-year terms. Living benefits are available on both universal life and term products as well.

Chuck Maines
PGA Recruiting Coordinator Columbus Life
400 East Broadway
Cincinnati, OH, USA 45202
Phone: 513.361.6732
Fax: 513.361.6899
columbuslife.com/

SPONSORS

Coventry

For more than 30 years, Coventry has been redefining insurance. We created the secondary market, providing consumers with more than $3.5 billion for their unneeded policies. And we are changing the way people think about life insurance, making it more powerful, more flexible and more valuable.

Peter Hershon
SVP National Distribution
Coventry
7111 Valley Green Road
Fort Washington, PA, USA 19034
Phone: 877.836.8300
Fax: 215.402.8308
coventry.com

eMoney Advisor, LLC

eMoney is the only wealth-planning platform for financial professionals that offers superior transparency, accessibility, security and organization for everything that affects their clients’ financial lives. Created by advisors for advisors, eMoney's award-winning software transforms advisors’ ability to implement comprehensive financial plans and prepare their clients for a secure financial future.

Mike Hemmert
VP of Sales
eMoney Advisor, LLC
4 Radnor Corporate Center
100 Matsonford Road
Radnor, PA, USA 19087
Phone: 610.684.1100
emoneyadvisor.com/

First Heartland Capital

First Heartland is an independently owned broker dealer, brokerage general agency and registered investment advisory. FHC is continuously focused on relationships and the changing needs of financial professionals, offering the product variety and services that others are unable to provide due to their ownership or ties to large companies.

David Hoff, President
1839 Lake St. Louis Boulevard
Lake St. Louis, MO, USA 63367
Phone: 636.625.0900
Fax: 636.695.2843
joinfhc.com

FIG

Financial Independence Group has been providing superior service to independent advisors nationwide for over 40 years. As an independently owned and operated full-service marketing organization, FIG represents the industry’s top insurance carriers who provide premier annuity, life and long-term care products. FIG has a proven track record for assisting independent financial advisors in growing their business.  They do this through superior service and support, innovative marketing systems, technology, effective practice management, consulting services and more.

Shawn Sigler
Director of Sales and Distribution
19520 W. Catawba Avenue, Suite 200
Cornelius, NC, USA 28031
Phone: 704.439.2360
Fax: 704.439.2361
figmarketing.com

SPONSORS

John Hancock Insurance

John Hancock Insurance empowers people to feel confident about the future by providing innovative solutions that protect their loved ones, while enhancing their health, wealth and financial well-being. With more than 150 years of delivering on our promises, and backed by a company with strong financial ratings, John Hancock offers a diverse range of products, including our industry-first John Hancock Vitality life insurance solutions that reward people for healthy living, along with term, universal life, indexed UL, and variable universal life insurance.

Amy Carcieri
John Hancock Insurance
197 Clarendon Street, C-7-04
Boston, MA, USA 02116
Phone: 617.572.4343
johnhancock.com

Life Insurance Settlements

Over the past 24 years, Life Insurance Settlements, Inc (LIS) has become synonymous with success in the life settlement industry. Our leverage, experience and presence are unmatched in the settlement industry. We specialize in appraising life insurance policies insuring seniors for their true market value: i.e., the amount a third party would be willing to give the owner of a policy over and above the insurance company’s cash surrender value.  LIS is a broker that will present your case to the most qualified institutional buyers in the marketplace and will negotiate the highest settlement appraisal on behalf of you and your client.

Life Insurance Settlements
Mark Mrky
1180 SW 36th Avenue
Suite 201
Pampano Beach, FL, USA 33309
Phone: 866.326.5433
Fax: 954.337.5726
lisettlements.com

M3 Finanacial

We specialize in:

• Safe money alternatives
• Guaranteed income planning
• Enhanced death benefits for uninsurable clients and qualified money
• International client solutions
• Long Term Care insurance alternatives



Jarrod Fisher
M3 Financial
427 Naubuc Avenue
Suite 102
Glastonbury, CT 06033 Pampano Beach, FL, USA 33309
Phone: 860.734.1660
m3financial.com

MassMutual

MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policy owners. MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits. For more information, visit www.massmutal.com.

Joe Sparacio
MassMutual
Head of National Sales
1295 State Street
Springfield, MA 01111 USA
Phone: 413.744.3433
massmutual.com

SPONSORS

Ohio National

Tracing its corporate origins to 1909, Ohio National markets a variety of insurance and financial products through more than 50,000 representatives in 49 states (all except New York), the District of Columbia, Puerto Rico and through affiliated operations in South America. Additional subsidiaries operate in New York and Connecticut.

John DelPozzo, CLU, LUTCF
Ohio National Financial Services
Senior Vice President, Traditional Distribution
One Financial Way
Cincinnati, OH, USA 45252
Phone: 513.794.6623
ohionational.com

S&P Dow Jones Indices

S&P Dow Jones Indices, a division of S&P Global (NYSE: SPGI), is the leading index provider for indexed-linked universal life and annuity products. Home to iconic financial market indicators S&P 500® and Dow Jones Industrial Average®, more than 90% of indexed-linked insurance offerings use crediting methods linked to S&P Indices.

J. Alan Grissom
Head of Insurance
S&P Dow Jones Indices
55 Water Street
New York, NY, USA 10041
Phone: 212.438.3553
spdji.com



Travel

Air Travel


The Los Angeles International Airport (LAX) is the primary airport serving the Los Angeles area. MDRT has partnered with Gant Travel for your travel needs.


Travel Office:

Toll-free: +1 877.883.4865
Direct: +1 224.803.2601
Email: mdrt@ganttravel.com
Hours: Monday through Friday, 7:30 a.m. to 6 p.m. Central
Service fee applies: USD 33 per ticket

GROUND TRANSPORTATION

To and from airport
Terranea Resort is located approximately 45 minutes from the Los Angeles International Airport (LAX) in Los Angeles. Taxis are readily available with an average fare of USD 70.

Taxi
Taxis can be found curbside on the lower/arrival level in front of each terminal. Passengers will be presented with a ticket stating typical fares to major destinations. Only authorized taxis with an official seal issued by City of Los Angeles Department of Transportation on each vehicle are permitted in the airport. It is illegal for any transportation services to solicit fares, and travelers using such services do so at their own risk.

Lyft and Uber are authorized to provide pick up services at LAX. Passengers can make a request once they are located on the terminal curbside. Authorized transportation network companies may drop off and pick up passengers on the airport upper/departures level only. The airport fee applies to both a drop-off and pick up trip. Signs that state “Ride Service Pick Up” are positioned on the upper/departures level to facilitate the meeting point.

Car rentals
Rental car offices are located off site, away from airline terminals. Hertz offers a complimentary shuttle on the lower/arrivals level island under the purple “Rental Car Shuttles” sign outside of baggage claim.

MDRT has partnered with Hertz to offer discounted car rental rates exclusively for MDRT members and guests. To receive the discounted rate, visit hertz.com or call +1 (800) 654-2240 and mention CV#02RA0034 when making reservations.

Car service
To arrange a car service pick up please call Avalon Transportation. The pick up location in LAX will be in the baggage claim area. To reserve a car service please call +1 (800) 528-2566.

International travel
If you require a visa letter to attend the meeting or have other questions regarding travel from outside the United States, please contact meetings@mdrt.org.



MDRT Foundation



During the 2017 Top of the Table Annual Meeting, the MDRT Foundation is partnering with Inner-City Arts. Inner-City Arts is a not-for-profit organization that offers expansive arts education programs for youth and educators to create lasting personal and social change. Located in L.A.’s Skid Row, one of the most socioeconomically challenged communities in the United States, Inner-City Arts immerses its students in a safe and supportive environment where they engage in a variety of visual and performing art forms in studio and theater settings.

Children who attend Inner-City Arts develop skills that are highly valued in the 21st-century workforce such as collaboration, creativity and critical thinking. Inner-City Arts’ services include classes during the instructional day for elementary students, after-school, weekend and summer workshops for teens, and creativity-based professional development for educators.

During the Top of the Table meeting, the MDRT Foundation will raise funds for Inner-City Arts and share their efforts to create a safer, healthier Los Angeles.

From Main Platform, Bob Smiland, Inner-City Arts CEO, will discuss the importance of arts and self-expression in the growth of young minds and how Inner-City Arts is changing the paths for so many young Angelenos who are in need of support and guidance. Smiland brings more than 30 years of business experience as a CEO, executive and chairman for private and public companies. To learn more, visit inner-cityarts.org.












General Information

Attire
Attendees are encouraged to wear casual and comfortable clothing to the sessions and events. Neckties and similar clothing are not required, but feel free to wear what makes you comfortable. The evening calls for dresses or suites for women, sport shirts for men. Some of the finer restaurants require men to wear a sport coat or blazer. A light jacket will be comfortable in the cool evenings as well as in the air-conditioned meeting rooms of the hotel. Attire for the Welcome Event is casual, and the event takes places outdoors (weather permitting). Attire for the Dinner Dance is semi-formal. Men will be comfortable in a sport coat or suit, and ladies in a cocktail dress.

Continuing Education Credit
The 2017 Top of the Table Annual Meeting does not offer continuing education (CE) credit.

Children and Guests
The Top of the Table Advisory Board has determined children and guests under the age of 21 may be present at the meeting site, but 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. Children under the age of 21, parents, business associates or friends of the attendee may not attend as a spouse. Please visit the hotel concierge to find out about children’s programs offered by the hotel.

Climate
Rancho Palos Verdes stays warm well into the autumn months, with October experiencing averages of mid-to-high 70 degrees Fahrenheit (21 degrees Celsius) during the day, and low-to-mid 50s (10 Celsius) during the evening. Be prepared to dress for comfortable afternoons and a slight chill later on.

Consent for use of photographic images
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 spouse’s image and voice in photographs, videos, electronic reproductions and audio recording of such events or activities.

Consent for physical activity
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 of any person included in your registration fee.

Eligibility
Top of the Table welcomes approved 2017 Top of the Table qualifiers and their spouses to the 2017 Top of the Table Annual Meeting. Click here to apply for membership to MDRT and to submit qualification for the Top of the Table.

Simultaneous interpretation
The Top of the Table Annual Meeting provides simultaneous interpretation when 10 or more attendees request interpretation in the same language. The deadline date to request simultaneous interpretation is September 18, 2017.

Statement for antitrust
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.