© 2019 Million Dollar Round Table Million Dollar Round Table 325 West Touhy Ave. Park Ridge, IL 60068 USA

2019 MDRT Top of the Table Annual Meeting e-Handout Material Title: Life’s a Journey not a Destination- Enjoy the

Ride! Speaker: Kevin Smith Presentation Date: Friday September 27, 2019 Presentation Time: 10:30 a.m. -12:00 p.m. Session Room: Congressional Ballroom B-C The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal matters and is not liable for errors and omissions. You are urged to check with tax and legal professionals in your state, province or country. MDRT also suggests you consult local insurance and security regulations and your company’s compliance department pertaining to the use of any new sales materials with your clients. The information contained in this handout is unedited; errors, omissions and misspellings may exist. Content may be altered during the delivery of this presentation.

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Kevin Smith Managing Director

Health

Lifestyle

Wealth

WEALTH MANAGEMENT HEALTH MANAGEMENT

A FAMILY OF HIGHLY QUALIFIED FINANCIAL PLANNERS AND SUPPORT STAFF

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High Net Worth Individuals and

Business Owners are referred to us. These are the Clients we want to work with!

These clients are much more

forthcoming, trusting and comfortable

when discussing our fees.

We coach theclients and provide advice and guidance on all areas relating totheir wealth, health and

lifestyle.

These newly onboarded clients experience first-hand, financial

security, improved mental andphysical wellbeing reaping the benefits of our

experience.

Our clients love our holistic service and will proactively refer

likeminded individuals tobenefit from our expertise.