Annual Meeting 365

Annual Meeting 365 will provide you with more opportunities to share ideas, learn from experts and accelerate your career. This new programming has been developed to address your desire for more specific, participant-driven forums. To make the motivation of the Annual Meeting last 365 days, additional educational opportunities will be made available throughout the year at no additional cost to members who attend the meeting.

 

YOU Are the Value

Leo Pusateri

In this hands-on, practical workshop, Pusateri, one of the leading coaches to the financial services industry, will introduce the seven questions in his seven-step Value Ladder and lead a discovery process of creating a Unique Value Proposition, the foundational second rung in the Value Ladder. He also helps you to formulate your Business Beliefs to support the proposition.

Thursday, June 17, 8 a.m. – 10:30 a.m.

Study Groups: A Lifeline for Your Business Life Span


Learn how participation in a study group helps throughout your business life span on both a personal and business basis, early as you develop in your career, during mid-life transitions and, finally, with your succession plan. This session addresses the benefits of participating in a study group for personal and business growth, including:

  • Forming a study group
  • Joining an existing study group
  • Reinvigorating your study group
  • Improving your personal and business life
  • The role of a study group in your business succession planning

Thursday, June 17, 8 a.m. – 10:30 a.m.

Sales Idea Exchange

Moderator: Tony Gordon

Participate in a member-to-member exchange of transferable sales ideas and strategies. Participants are free to move between the Idea Exchanges and Open Forum sessions.

Thursday, June 17, 8 a.m. – 10:30 a.m.

Practice Management Idea Exchange

Moderator: Michelle L. Hoesly, CLU, ChFC

Participate in a member-to-member exchange of transferable practice management ideas and strategies. Participants are free to move between the Idea Exchanges and Open Forum sessions.

Thursday, June 17, 8 a.m. – 10:30 a.m.

Open Forum on Protection Product Information and Utilization

Moderator: Brian H. Ashe, CLU

This is the place to get your protection products “hot topics” addressed. In open forum sessions, content is developed by the participants, who know what they want now and how they can contribute. To start the session, individuals’ needs and contributions are solicited. Groups with similar topics are determined and assigned a discussion area in the session room. The remainder of the time is spent in small group discussion of these specifically identified topics. Participants are free to move between discussion groups within the session, and between the Idea Exchanges and Open Forum sessions.

Thursday, June 17, 8 a.m. – 10:30 a.m.

Open Forum on Retirement Planning

Moderator: Marc A. Silverman

This is the place to get your retirement planning “hot topics” addressed. In open forum sessions, content is developed by the participants, who know what they want now and how they can contribute. To start the session, individuals’ needs and contributions are solicited. Groups with similar topics are determined and assigned a discussion area in the session room. The remainder of the time is spent in small group discussion of these specifically identified topics. Participants are free to move between discussion groups within the session, and between the Idea Exchanges and Open Forum sessions.

Thursday, June 17, 8 a.m. – 10:30 a.m.

Language-Specific Sessions


Top-producing MDRT members share sales ideas, practice management strategies, product information and utilization ideas, and retirement planning techniques, followed by discussion in separate sessions for attendees speaking Cantonese, Japanese, Korean, Mandarin and Spanish.

Thursday, June 17, 8 a.m. – 10:30 a.m.