a day with mdrt final.pdf · naifa president 2014-2015 mdrt foundation presentation -roger seim,...

PROGRAM

NOVEMBER 13, 2014 THE WESTIN HOTEL

TYSONS CORNER, VIRGINIA

NAIFA - Greater Washington

NAIFA-Greater Washington’s

A Day With MDRT

Energize Your Practice!

We Thank Our Sponsors

Top of the Table Sponsor

Silver Sponsors

Supporting Organizations

Supporting Sponsors



A Day With MDRT


Schedule of Events

8:00 am Registration and Breakfast with Exhibitors – Foyer

8:30 am Opening Ceremonies Main Platform Speaker 5-Step Action Plan for Financial Advisors - New Opportunities for Top Advisors to Showcase their Retirement Planning Expertise - Ed Slott, CPA, Ed Slott & Company, Rockville Centre, NY (2 Hours DC/MD/VA Insurance and CFP® CE)

10:30 am Break with Exhibitors – Foyer 10:45am Main Platform Speaker

Applying Lessons From the Past to Build a Better Tomorrow - Howard J. Elias, Guardian Life Insurance Company, New York, NY, Immediate Past President, GAMA International

11:30 am Focus Sessions – Choose One of the Following: 1. 10 Essential Questions to Lower Clients’ Tax Liabilities

with Jeffrey Levine, CPA, Ed Slott & Company - Oaks Ballroom (1 hour DC/MD/VA Insurance and CFP® CE)

2. Charitable Giving Through Life Insurancewith Cedric L. Watkins, II, JD, MBA, Los Angeles, CA, The Watkins Group & Associates, LLC -The Pines

3. Bridging the Gap: Getting Into the Life Insurance Conversationwith Roger Seim, MSFS, CLU®, MassMutual Financial Group - The Birches

12:30 pm Lunch – Oaks Ballroom NAIFA –125 Years Young - Juli McNeely, CFP®, CLU®, LUTCF, Spencer, WI NAIFA President 2014-2015

MDRT Foundation Presentation -Roger Seim, MSFS, CLU®, Maple Grove, MN MDRT Foundation President

1:30 pm Focus Sessions – Choose One of the Following: 4. How to Really Grow Your Business In This Market!

with C. Richard Weylman, The Weylman Center For Excellence - Oaks Ballroom 5. Women and Wealth: Don't Let Your Business Get Lost in Translation with Carissa Miller, Jackson National Life Insurance - The Birches

(1 hour CFP® and PACE CE; insurance CE pending. Attendees receive card for up to 12 hours Online CE)

2:30 pm Break with Exhibitors – Foyer

2:45 pm Main Platform Speakers ♦ The Power of Why - The New Marketing and Sales Message

for Today’s Marketplace - C. Richard Weylman, Punta Gorda, FL The Weylman Center For Excellence

♦Because I said I Would - Alex Sheen, Lakewood, OH MDRT Annual Meeting Main Platform Closing Speaker

Wrap-Up Brock T. Jolly, CFP®, CLU®, ChFC®, CLTC, CASL®, CFBS® Capitol Financial Partners, Co-Chairman, A Day With MDRT

4:30 pm Reception with Exhibitors - Food, Drink and Door Prizes - Foyer



A Day With MDRT


Howard Elias is the CEO of the Guardian Agency Wealth Advisory Group LLC, based in New York City. The agency was founded in 1929 and now has more than 70 associates and includes a branch in Albany, NY. Elias joined Guardian after graduating from the University of Massachusetts-Amherst, and in 29 years with the company has served as a financial representative, sales manager and general agent. He has won numerous Guardian and industry awards. Elias became a GAMA member in 1993, joined the board in 2008 and was named President in July 2013. He resides in Manhattan.

Juli McNeely, CFP®, CLU®, LUTCF is president of McNeely Financial Services, a 45-year-old com-pany founded by her father. She was elected president of NAIFA in September 2014, after serving in leadership roles at the national, state and local levels. She is a qualifying member of MDRT and a member of Women in Financial Services. In 2011, McNeely was the recipient of the NAIFA Wisconsin A. Jack Nussbaum Distinguished Service Award. In 2013, she was named one of the "Top 20 Women You Need to Know" in insurance by LifeHealthPro. McNeely earned a bachelor of science degree from Northwestern College. Her practice specializes in the areas of retirement planning, education funding, business continuity planning and estate planning.

Roger A. Seim, MSFS, CLU®, ChFC® of Maple Grove, MN is an Advanced Services Specialist with MassMutual Financial Group. He has served in various roles with MassMutual and prior to that with the Lutheran Brotherhood. He received his bachelors degree from Newbury College in South Carolina. Mr. Seim has been a Million Dollar Round Table member since 1981 and currently serves as President of the MDRT Foundation. His personal philosophy for his business is to combine technical knowledge and creativity with personal integrity to help clients build and preserve financial dignity.

Alex Sheen is the founder of because I said I would, a social movement and nonprofit dedicated to the betterment of humanity through the importance of a promise. Sparked by the loss of his father, Alex and his organization send “promise cards” to anyone anywhere in the world at no cost. Alex is someone who truly honors commitment. He once walked over 240 miles across the entire state of Ohio in 10 days to fulfill a promise. In less than two years, because I said I would has sent over 250,000 promise cards to over 82 different countries. The promises written on these cards have made headlines around the world. His charitable projects and awareness campaigns have been featured on ABC World News with Diane Sawyer, CNN, The Today Show, NPR, The Los Angeles Times and many other programs.

Ed Slott, CPA, was named “The Best” source for IRA advice by the Wall Street Journal and called “America’s IRA Expert” by Mutual Funds Magazine. He is a widely recognized professional speaker and has created several nationally-aired public television specials including the most recent “Ed Slott’s Retirement Rescue! (2013).” Slott has also the created The IRA Leadership Program™ and Ed Slott’s Elite IRA Advisor Group™, which were developed specifically to help financial institutions and advi-sors, financial advisor firms and insurance companies become recognized leaders in the IRA market-place. He has published numerous books and is the author of a monthly IRA newsletter. He is a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal, and a former board member of the Estate Planning Council of New York City.

C. Richard Weylman, CSP, CPAE, a life-long student of the high net worth, Weylman was the head of Sales and Marketing for the Robb Report, world-renowned magazine for wealthy lifestyle, and an Ex-ecutive at an award-winning Rolls-Royce dealership. Although no longer affiliated with those enter-prises, his experience in marketing, selling and communicating with high net worth people is unparal-leled. Today, as a highly sought after marketing consultant in the financial services industry, Weylman draws from his lifetime of experience to help others understand the unique psychological needs of the wealthy and helps wealth advisors reach wealthy prospects and grow a profitable business. He is the author of the best selling book, Opening Closed Doors -- Keys to Reaching Hard to Reach People and the foun-der of The Weylman Center for Excellence in Practice Management, an online university for wealth advisors and staff to elevate their success in acquiring high net worth clients. Christopher Forbes, Vice Chairman of Forbes Magazine, calls his work in this complex marketplace "brilliant.”

Main Platform Speakers

We thank our Top of the Table Sponsor



A Day With MDRT


Focus Sessions 1. 10 Essential Questions to Lower Clients’ Tax

LiabilitiesThe taxation of retirement accounts can have a devastatingimpact on clients and their beneficiaries, especially whenavoidable mistakes are made. Thankfully, advisors oftenhave the opportunity to identify and address many of theseissues, before they derail clients’ financial plans. This pro-gram will focus on 10 essential questions advisors shouldask every client with a retirement account to identify poten-tial tax traps, and how to deal with them once they’re dis-covered.

Jeffrey Levine, CPA, is an IRA Technical Consultant with Ed Slott and Company, LLC. He is an expert in IRA distribution plan-ning and is a consultant for both advisors and clients. Levine is a contributing writer and editor for Ed Slott’s IRA Advisor newslet-ter, distributed to thousands of financial advisors nationwide, and writes for several areas of the company’s websites, www.irahelp.com and www.theslottreport.com. He is a contributing author to the recently released 2012 edition of The Retirement Savings Time Bomb… And How To Defuse It and is a regular contributor to various industry publications. Levine also serves as a valuable re-source for the members of Ed Slott’s Elite IRA Advisor Group™, a 400+ member organization of some of the country’s top financial advisors who are dedicated to becoming experts in IRA distribution planning.

2. Charitable Giving Through Life InsuranceInsurance investments are fast becoming the most pow-erful vehicle for capital accumulation. A person whocannot consider a major gift out of existing assets cannow plan a deferred gift using a highly-leveraged insur-ance vehicle. By purchasing an insurance policy withmodest tax advantaged premiums, over a few years, he/she can make a significant contribution. Your clients canemploy this means to economically support the life andsuccess of future endowments and a stable economicfuture.

Cedric L. Watkins, II, JD, MBA is the President/CEO & Managing Partner of The Watkins Group & Associates, LLC, An Estate Planning and Wealth Management Firm. He brings an abun-dance of legal and wealth management experience coupled with an economic background as a successful business owner since 1986. Watkins has maintained the same business address for more than 28 years, where he has served the Los Angeles community with more than 3,000 satisfied clients. He is a prominent speaker nation-ally on estate planning and financial literacy. Watkins holds a Bache-lor of Science degree from Washington State University, MBA degree from Pepperdine University – Graziadio Graduate School of Business and a Juris Doctorate from Pacific Coast University School of Law.

4. How to Really Grow Your Business In ThisMarket!Learn the truth about what the affluent want from anadvisor, how to duplicate your best clients effectively,how to move from meeting people to meeting WITHpeople, and how to effectively retain clients for netgrowth. Leave with a Plan of Action to Re-Ignite YourMarketing Efforts.

C. Richard Weylman, CSP, CPAE, a life-long student of the high net worth, Weylman was the head of Sales and Marketing for the Robb Report, world-renowned magazine for wealthy lifestyle, and an Executive at an award-winning Rolls-Royce dealership. Today, Weylman draws from his lifetime of experience to help others understand the unique psychological needs of the wealthy and helps wealth advisors reach wealthy prospects and grow a profitable business. He is the author of the best selling book, Opening Closed Doors -- Keys to Reaching Hard to Reach People and the founder of The Weylman Center for Excellence in Practice Management, an online university for wealth advisors and staff to elevate their suc-cess in acquiring high net worth clients. Christopher Forbes, Vice Chairman of Forbes Magazine, calls his work in this complex mar-ketplace “brilliant.”

5. Women and Wealth: Don't Let Your BusinessGet Lost in TranslationLost in Translation explores how to build business with female clients by connecting, communicating and responding to them using techniques based on research findings. Tips and tactics on how to approach financial planning and the benefits of establishing trust with this target market are also presented and reviewed in the context of potential strategies.

Presented by Jackson National Life

Carissa Miller is the Regional Vice President of variable prod-ucts for Jackson National Life in the Greater Washington, D.C. area. She first joined Jackson in 2003 in Denver, to begin a career in marketing. She soon realized that she had a love for wholesaling, and was promoted to her first wholesaling position in 2007 when she moved to Boston, MA to represent Jackson’s Fixed Annuity product line. In 2010, she was promoted to her current position to represent the Variable Annuity product line in the D.C. area. In 2009, she learned that dreams do come true when she became the first female in the history of Jackson to finish first in sales and be awarded “Wholesaler of the Year.”

3. Bridging the Gap: Getting into the LifeInsurance ConversationLife Insurance is the foundation of a good financial plan. How do you begin the life insurance conversation with a financial planning client? How do you guide the prospect to consider the importance of Life Insurance in the Financial Plan? Whether you are new inthe business or a seasoned veteran yourself, you will learn howinitiating the life insurance discussion can lead to better clients and bigger sales.

Roger Seim, MSFS, CLU® of Maple Grove, MN is an Ad-vanced Services Specialist with MassMutual Financial Group. He has served in various roles with MassMutual and prior to that with the Lutheran Brotherhood. He received his bachelors degree from Newbury College in South Carolina. Mr. Seim has been a Million Dollar Round Table member since 1981 and currently serves as President of the MDRT Foundation. His personal philosophy for his business is to combine technical knowledge and creativity with personal integrity to help clients build and preserve financial dignity.



A Day With MDRT



Sponsor Contacts APPS Chesapeake Region Lou Kallas Regional Manager 301-881-8177, ex 11 [email protected] www.APPSLive.com

Jackson National Life Shannon Keough Regional Vice President, Fixed Annuities 301-775-6745 [email protected]

Carissa Miller Regional Vice President, Variable Annuities 703-340-7202 [email protected]

Ronald Wright Regional Vice President, Variable Annuities 804-514-1964 [email protected]

Brokerage Services International Andrea D'Aoust President 800-229-9020 [email protected] www.bsibroker.com

Midland National Joel Tabin, CLU®, ChFC® 301-933-6800 [email protected] www.midlandnational.com

Columbus Life Insurance Company Ward Carson Regional Vice President 844-713-9177 [email protected]

Ohio National Financial Services Robert Lee, CFP®, CLU®, ChFC® Regional Sales Director 703-946-2188 [email protected]

DentaQuest Mark Haraway President 240-790-3006 [email protected] www.dentaquest.com

Prudential Linda Freeze, CFP® Regional Vice President 540-760-3333 [email protected] www.prudential.com

Freedom Broker Services Kevin P. Conley, CLU®, CASL®, LUTCF, CLTC President 703-919-5215 [email protected] www.freedombrokerservices.com

Michael Thomas Clothiers Tom Comeau 301-695-6797 [email protected]

GAMA International Bonnie L. Godsman, CEO 571-499-4311 [email protected] www.gamaweb.com

Society of Financial Service Professionals National Capital Chapter Melissa Dornan, MBA Membership Co-Chair (202) 617-0447 [email protected] www.nccfinancialpro.org

John Hancock Retirement Plan Services Charles Reichelt 301-466-9945 [email protected] www.johnhancock.com

Steadfast Income REIT Dave Consolino Regional Vice President 704-674-3758 [email protected]

Table Hosts AXA Advisors

Capitol Financial Partners

First Financial Group

Lincoln Financial Group

MetLife Financial Group of the MidAtlantic

NAIFA-Northern Virginia

New York Life Bethesda

Northwestern Mutual



A Day With MDRT



In addition to our speakers and sponsors, NAIFA-Greater Washington extends a special

thank you to those that made the fourth annual A Day with MDRT a huge success.

National Anthem Sung by James Gibney Organizations Working in Cooperation: GAMA International; Million Dollar Round

Table; NAIFA and the Headquarters Membership Staff; NAIFA-Maryland and NAIFA-Northern Virginia

Participating Charity: Greater Washington Foundation for Insurance and Financial Advisors GWFIFA is the charitable arm of NAIFA-Greater Washington. It is an incorporated 501 (c)3 charitable organi-zation that is dedicated to having a positive impact on the lives of the citizens, especially children, of the Washington, D.C. metropolitan area, through community service. The Foundation provides scholarships/support to Mentors Inc., For Love of Children, and contributions to the Montgomery County Family Self-Sufficiency Program and Coalition to Salute America’s Heroes.

Attendees, One and All!

NAIFA-GW Board of Directors, Registration Desk Assistants

A Day with MDRT Committee James V. Durkin, CLU®, ChFC®, CFP® Co-Chairman

William “Rock” Brockman, CLU®, ChFC®

Matthew Grace, CLTC

Mary Grate-Pyos, MBA

Dilip Jhaveri

Brock T. Jolly, CFP®, CLU®, ChFC®, CLTC, CASL®, CFBS®, Co-Chairman

Christopher M. Pirtle, LUTCF

Randy Scritchfield, CFP®, LUTCF

Ken Van Valkenburgh, MBA, LUTCF



A Day With MDRT


NAIFA Greater Washington Presents


NAIFA Greater Washington Presents Join us in 2015 for

the Fifth Annual NAIFA-Greater Washington’s

A Day With MDRT


703-532-8778 www.naifa-gwdc.org

PROGRAM


SEPTEMBER 24, 2013 THE WESTIN HOTEL


PROGRAM




PROGRAM


NAIFA- Greater Washington P.O. Box 5153

Arlington, VA 22205 703-532-8778

www.naifa-gwdc.org

Join us in 2015 for

the Fifth Annual


703-532-8778 www.naifa-gwdc.org

PROGRAM




PROGRAM




PROGRAM


NAIFA- Greater Washington P.O. Box 5153

Arlington, VA 22205 703-532-8778

www.naifa-gwdc.org

Join us in 2015 for

the Fifth Annual

a day with mdrt final.pdf · naifa president 2014-2015 mdrt foundation presentation -roger seim,...

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