|
|
 |
|
|
| |
|
INDUSTRY
EXPERTS
Under $10,000
|
| |
|
Lawrence Brody
Lawrence Brody is a frequent speaker on estate planning on life insurance topics
at local and national tax institutes and seminars, many life insurance company
conferences and all the major life insurance industry associations, including
AALU, MDRT, Top of the Table, and the International Forum. He is a partner in
the international law firm of Bryan Cave LLP, where he is a member of the
Private Client and Entrepreneurial, Technology & Commercial Practice Client
Service Groups.
|
|
|
|
Bill Cates
Bill's best-selling book, "Unlimited Referrals" has established him as America's
foremost expert on increasing sales through referrals. He works closely with
financial professionals who want to attract higher quality clients and through
referrals, they are able to accomplish their goals. He is a regular contributing
expert for "Selling Power Magazine". In addition to his programs on referrals,
Bill addresses customer service and communication topics. Thanks to Bill's vast
knowledge in the many fields of business and finance, he is able to tailor and
customize his innovative programs to fit clients needs.
 PLAY
VIDEO
|
|
|
|
Hank George
Hank is an underwriting consultant and a professional speaker and writer. For 14
years, he was with LabOne Insurance Services Group, providing marketing support
and client education. He is founder and was first Editor-in-Chief (1984-January
2003) of On The Risk, the quarterly journal of insurance underwriting. Hank is
founder and chair of LOMA’s International Underwriting Congress, a global
gathering of life and health insurance risk managers. In addition, he manages 5
underwriting study groups, is a columnist in Broker World magazine and has
chaired faculties for 26 Society of Actuaries’ seminars. Topics: 21st Century
Underwriting; Critical Illness Insurance; Wellness for Ordinary People; How to
Get Business Issued and Understanding Underwriting.
PLAY
VIDEO
|
|
Jordan Goodman
Jordan Goodman was MONEY Magazine's Wall Street Correspondent from 1992 to 1997.
A frequently-heard voice on television and radio, Goodman has appeared on
national TV shows including Nightline, Today and CBS This Morning. He does a
weekly Small Investor Index commentary on NBC News at Sunrise. Jordan offers a
unique presentation based on the insights he continues to gather from consumers
nationwide.
PLAY
VIDEO
|
 |
Edward Guay
Edward Guay is the principal of Wintonbury Risk Management, a political,
economic, investment, and business risk consultancy. Mr. Guay previously served
as the Chief Economist of CIGNA Corporation and as Senior Managing Director of
CIGNA Investment Management. He has a long history of accurately predicting
major shifts in business, financial, and political conditions. Mr. Guay is a
frequent speaker on current economic and political issues, demographics,
investment topics across all asset classes, international developments, national
security issues, and on future risks and opportunities.
|
 |
John Huggard
John Huggard is the senior member of a law firm where he practices estate
planning and financial litigation. John is also a Certified Financial Planner
and full-time faculty member at North Carolina State University where he has
taught introductory and advanced courses in law and personal finance for more
than twenty-five years. John is an Alumni Distinguished Professor and is a
member of the Academy of Outstanding Teachers at North Carolina State
University. John is a Board Certified Specialist in Estate Planning and Probate
Law. He is the author of The Administration of Decedents' Estates in North
Carolina (Michie Pub. Co.), The North Carolina Estate Settlement Practice Guide
(West Pub. Co.), and Living Trust, Living Hell: Why You Should Avoid Living
Trusts (Kendall-Hunt). Additionally, John has published several magazine
articles on legal and financial matters. John has been extensively interviewed
and quoted in The Wall Street Journal, Smart Money, USA Today and other
financial publications. John regularly lectures to professional groups on topics
dealing with variable annuities, taxation and finance. John received his
undergraduate degree and law degree from the University of North Carolina at
Chapel Hill and his master’s degree from Duke University.
|
 |
Stan Hustad
Stan Hustad is the leader of the PTM Group, a performance coaching and personal
marketing service to the insurance and investment industries. Stan helps and
inspires people to take full responsibility for improving their personal and
organizational performance. His upcoming book, "The Difference Is You: How to
Market Yourself and Your Services with Confidence, Creativity, and High Impact",
is designed to help people build their careers and succeed in their business in
the entrepreneurial 21st century.
PLAY
VIDEO
|
|
|
|
 |
Rodney
Johnson
Rodney Johnson is one of America’s leading investment strategists and advisors.
The foundation of his success is the HS Dent system of forecasting economic
change based on demographic trends. He appears regularly in the financial news
media where he is valued for his candor and insight into economic and stock
market trends. Johnson is the primary instructor for the highly successful HS
Dent Demographics School launched in 2006 and attended by executives from around
the world. Johnson has 20 years of experience in the financial services
industry. As president of HS Dent Investment Management, he is responsible for
investment selection as well as portfolio management.
PLAY
VIDEO
|
|
Maribeth Kuzmeski
Maribeth Kuzmeski is an author of 3 books, marketing consultant and business
owner. Under her guidance one of the nation’s top financial advisors built a
business from $10 million to $200 million in money under management in five
years. Maribeth has appeared on TV and radio stations across the United States
and has written articles appearing in hundreds of magazines and newspapers
describing her successful marketing strategies. Her book, Red Zone Marketing:
A Playbook For Winning All The Business You Want and audio CD, The
Client Experience have received rave reviews!
PLAY
VIDEO
|
|
Ruth Mitman
Ruth Mitman,
founder and president of the Mitman Group, is a 50-plus market advisor with over
25 years of experience with the mature market. A Ph.D. graduate in Gerontology
and Education from Michigan State University, Dr. Mitman has a diverse
professional background in the fields of gerontology and education. She helps
companies increase their market share by understanding and speaking to older
customers better than their competitors, thereby increasing sales, improving
customer service and retaining hard-won clients.
PLAY
VIDEO
|
 |
Steve
Moeller
Steve Moeller is committed to
transforming the investment industry to a more client-centered focus. He helps
investment advisors and financial institutions attract highly profitable
clients.
Steve is a marketing and business strategist,
futurist, and coach. He creates innovative business development tools and
processes for his clients.
He has
over 30 years of experience in marketing, sales, and business development. He
uses his expertise to help financial advisors attract and retain wealthy
clients—and to develop and deliver value-added programs for financial
institutions.
PLAY
VIDEO
|
|
|
|
 |
Jane Sanders
Combining nearly 20 years of successful business experience with extensive
research, Jane is a respected authority in the areas of personal mastery &
personal & professional relationships. With common-sense wisdom and contagious
humor, she offers exceptional professionalism and effective customization so
that each program is an unforgettable learning event. Her topics include, "Gendersmart:
Improving Workplace Communication Between Men and Women", "Success From The
Inside Out: How To Improve Personal and Professional Relationships" and
"Visionary Selling to Executives". Jane has developed a program to fill the
significant need of recruiting women in the financial services industry. She has
combined the most relevant elements of her GenderSmart® Communication and
Selling To Women programs with findings from targeted research and numerous
interviews with women and recruiting managers from different FS organizations
across the country.
PLAY
VIDEO
|
|
INDUSTRY
EXPERTS
$10,000 and
Over
Including Performance
Coaches
|
|
Mitch Anthony
Mitch is a recognized leader, author and popular keynote speaker in the
financial services industry. His messages, whether in book, speech, or workshop
are about putting the client first and making true client connections. Mitch
Anthony is the industry leader in relational skills development. No matter what
stage of growth your practice is at, whether you're just starting out or a
seasoned veteran, he has developed a program that will help add quality and
depth to your practice.
PLAY
VIDEO
|
 |
Todd Buchholz
A former director of economic policy at the White House, a managing director of
the $15 billion Tiger hedge fund, and an award-winning economics teacher at
Harvard, Buchholz targets his entertaining remarks to the cutting edge of
economics, finance, and business strategy. He has advised President Bush, and is
a frequent commentator on ABC News, PBS, and CBS, and recently hosted his own
special on CNBC. Buchholz has debated such luminaries as Lester Thurow, Robert
Reich and Nobel Laureate Joseph Stiglitz. He is the Co-Founder of Enso Capital
Management, LLC. Market Shock: 9 Economic and Social Upheavals that Will Shake
Our Financial Future, was released to rave reviews and dubbed “outstanding” by
the Wall Street Journal.
PLAY
VIDEO
|
 |
Dr.
Lawrence Chimerine
Dr.
Lawrence Chimerine is Managing Director and Chief Economist at the
Economic Strategy Institute (ESI) in Washington, DC. Senior Economic
Advisor, The WEFA Group, in Eddystone, PA.; and President, Radnor
International Consulting Inc., in Radnor, PA.
He is the former Chairman, Chief Executive, and Chief Economist of
Chase Econometrics and The WEFA Group.
For
more than 19 years as an economic consultant, Dr. Chimerine has lent his
advice and council to an impressive resume of major Fortune 500 companies,
financial institutions and government agencies, providing private
consultation on the state of the U.S. and world economics, specific
industries and sectors, and the impact of economic conditions on decision
making, budgeting, and strategic planning. He has served on numerous corporate boards, is a member of
various professional associations and has held teaching positions at three
universities.
|
|
Bill Good
Since 1977, Bill Good has been a well-recognized figure in the securities
industry, where he is known for his innovative marketing programs. Bill Good
Marketing now produces the Bill Good Marketing System®. The System is the
top-selling marketing system with upper-end professionals in financial services
and the stockbrokerage industry. Bill’s book, Prospecting Your Way to Sales
Success, is currently in its sixth printing. A sought-after speaker, Bill has
traveled all over the world lecturing. His topics include: ‘Creating an Advice
Business’, ‘How Much Prospecting Is Enough?’, ‘The First Commandment: Keep What
You’ve Got’ and ‘Survival Strategies’
PLAY
VIDEO
|
 |
Steve Gresham
Stephen D. Gresham is executive vice president and director of retail markets
for Phoenix Investment Partners, Ltd., a $42 billion asset-management division
of The Phoenix Companies, Inc.(NYSE – PNX). He is also senior vice president –
asset management distribution, for The Phoenix Companies, Inc.
Mr. Gresham is active in industry media having appeared on CNN, CNN fn,
Bloomberg Radio and Television, USA Network and PBS, and in Business Week,
Fortune and The New York Times. He is the author of The Managed Account
Handbook (Connecticut River Press, 2002 and in Japan by Nikko Cordial
Advisors, 2006) and Attract and Retain the Affluent Investor (Dearborn
Trade, 2001), which have together sold in excess of 20,000 copies. He authored
the monthly column, Wealth Manager, for On Wall Street magazine for four years,
2001-2005, and wrote a monthly column, Managed Accounts, for Registered Rep
magazine, 2004-2005. He currently authors another Registered Rep monthly column,
Retirement Doctor, with his father, Glen E. Gresham, MD, retired physician and
Professor Emeritus of Rehabilitation Medicine, University at Buffalo School of
Medicine and Biomedical Sciences, Buffalo, NY. His bylines appear regularly in
Investment News. His newest book, Advisor for Life,
is published by Wiley & Sons.
PLAY
VIDEO
|
 |
Stephan Leimberg
Steve speaks worldwide for banks, brokerage organizations, insurance companies,
estate planning councils, bar associations, accounting organizations, financial
planning groups, charitable consortiums, and to lay audiences. His talks are
exciting, practical, humorous, creative, and informative and are accompanied
with extensive and comprehensive outlines. Leimberg is the author of numerous
books on estate, financial, and employee benefit and retirement planning and a
nationally known speaker. Leimberg is the creator and principal author of the
entire TOOLS AND TECHNIQUES series. His most popular topic is WHAT'S HOT, WHAT'S
NOT: Recent Cases, Rulings, Regulations involving Life Insurance in Business,
Estate, Retirement, and Employee Benefit.
|
 |
Cam Marston
Consultant, author, and speaker Cam Marston has worked with Fortune 500
companies and small businesses throughout the world to improve multigenerational
relations and communications. He has appeared in the Chicago Tribune,
Philadelphia Inquirer, New Zealand Herald, Entrepreneur Magazine,
Charlotte Observer, HR Management Today, Money Magazine,
Fortune Small Business (FSB), on the BBC, and in and numerous trade journals
and city business journals across the United States.
Cam's programs and concepts are the result of more than eight years' extensive
research and study inside businesses of all sizes and sectors. In the course of
his work, he has interviewed hundreds of representatives of the various
generations. Their answers are interesting - sometimes surprising - and always
valuable.
PLAY
VIDEO
|
|
|
Howard Wight
Howard Wight is considered the source for simplified sales ideas for the
business and estate planning market. His enthusiasm is contagious, and his
one-page sales ideas have helped thousands sell millions! Howard is a master
motivator, communicator and salesman. He will show your agents that the Wight
Way is the Right Way to Sales Success.
|
|
|
|
|
|
|
|
|
 |
 |
|
56 Poquonock Avenue
Windsor, Connecticut 06095
Voice: 860-687-1116
Toll-Free: 800-875-2893
Fax: 860-687-1062
|
| |
