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After nearly seven years and being in the role of chief operating officer of a company that grew from $2 million to $106 million, Herold wanted the lessons he’d learned to sink in. So over the three months immediately following leaving the company, he wrote for 20 minutes every day in a journal to capture what he’d learned. He wrote lists. He mind-mapped. He just wrote. He learned about himself during that period of reflecting. In this session, he will share the leadership lessons he wished he’d known 20 years earlier but no one had taught him.

Hill outlines the technology tools he uses before and during the financial planning process. He describes how he takes that output of data and constructs a combination of products that will meet the client's goals and objectives. He also shows you how he uses technology to services clients on an ongoing basis.

During the past 38 years, Speakman has built his practice using variable annuities so that he only works a small percentage of the year — and still earns USD 3 million. He explains how he accomplished this by building recurring revenue, delegating and building staff, retaining clients he loves working with, seminar selling and more. He also talks about how MDRT and Top of the Table have helped in his success.

When Belman moved from the U.S. to Lebanon, the country was war torn. He could not speak the language, had no natural market and knew nothing about his new market. Through many trials and tribulations, he managed to become one of the top life advisors in the country and believes if he could make it in the life insurance business, anyone can. In this session, he shares his story and imparts lessons along the way.

He Jiehua gets proactive about passive referrals.

Brown outlines how his firm, which was founded 75 years ago, evolved from a single agent with one support person to a multidisciplinary firm with two agents and 15 support people. He discusses the structure he has maintained with his staff as well as the methods he has used to maintain a 99% client persistency rate. Additionally, he shares how he developed and implemented his succession plan, which includes both family and nonfamily members.

Brown outlines how his firm, which was founded 75 years ago, evolved from a single agent with one support person to a multidisciplinary firm with two agents and 15 support people. He discusses the structure he has maintained with his staff as well as the methods he has used to maintain a 99% client persistency rate. Additionally, he shares how he developed and implemented his succession plan, which includes both family and nonfamily members.

In this session, Winata describes how he approaches the topic of insurance to his fellow millennials, a generation that tends to shy away from talking about illness. He will explain how he helps them to understand that insurance can be a very supportive tool to accomplishing their dreams.

Insisting that a parent increase their coverage.

Taylor highlights how he built a million-dollar practice with no natural market by overcoming obstacles early in his career. He details how he developed the winning mindset, language and process that has helped him increase his production in each of his 18 years in the business. He will also go over the importance of effectively educating clients and the power of selling solutions, not products.