Workshops
Sunday, June 13 – 2:30 p.m. to 3:30 p.m
We have all heard and seen the growing evidence that very few consumers have any financial acumen or financial wisdom. People may know how to
make money, but they have no idea how to save it and even fewer know how to invest it. How can you, as a member of MDRT, help solve this problem
and, in the process, improve your image and broaden your market?
Learn why a growing number of MDRT members have chosen to become financial advocates in their communities. MDRT members share their stories about
how teaching financial literacy courses made a difference in their communities, enhanced their image and helped them differentiate themselves from
their competitors.
Aviva
Presented by Charles W. VanDevander, J.D., LL.M., Executive Vice President, Distribution Services
Monday, June 14 – 11:45 a.m. to 12:45 p.m.
Today’s clients are looking for guarantees, but also want higher returns than are offered by most traditional products. In this session, we
will explain why Aviva’s market-leading index products, Wellness for Life rider and other product innovations are the future for cash accumulation,
death benefit and secondary guarantee sales. Whether your client is a high-net-worth family looking for efficient wealth transfer, a business owner
searching for the best way to retain key employees or an individual needing family protection, Aviva has an innovative solution to help distinguish
you from the competition.
Symetra Financial
Presented by Curtis V. Cloke, CLTC, LUTCF, Garth A. Bernard, MAAA, MMath, John Warren, CLU, ChFC
Monday, June 14 – 1 p.m. – 2 p.m.
In retirement, will your clients survive — or Thrive? Learn how to provide guaranteed income without market risk, sequence of returns risk
or volatility — it may be the most powerful retirement income concept you’ve never heard of. Come to our presentation and we will show you
how to get in shape for the Great Retirement Challenge. We won’t make you twist into odd shapes on the floor, but we will stretch your mind.
We’ll do it by exploring cutting-edge products and presenting practical solutions for income and legacy growth. This session will change
what you thought was possible. Stretch your mind and discover the key to providing solutions with no regrets.
ING
Presented by Joel Hummel, CLU, ChFC
Tuesday, June 15 – 11:45 a.m. to 12:45 p.m.
Learn about the new way ING is approaching indexed universal life (IUL) with ING IUL-Global. Find out how ING IUL-Global is positioned to
be a leader in the IUL marketplace by using a global approach for its index strategy. You'll want to see how ING IUL-Global can revitalize
your cash accumulation sales, such as executive benefits, retirement extra or your premium finance sales.
Pareto Systems
Presented by Duncan MacPherson
Tuesday, June 15 – 1 p.m. to 2 p.m.
Learn how client relationship management (CRM) can enhance your efficiency, help you identify untapped opportunities in your business and
establish a stream of quality referrals.
Transamerica Insurance & Investment Group
Presented by Victor Sanchez, Assistant Vice President, Strategic Marketing
Wednesday, June 16 - 11:45 a.m. to 12:45 p.m.
With projected slower economic growth, higher taxes and fewer opportunities facing future generations, clients want guarantees when it comes to life insurance protection. This presentation gives you exclusive access to:
- A three-part program that can help you sell more universal life to mass-affluent clients
- How to identify target clients and find the source for life insurance premiums
- All the tools available to generate leads and close the sale