Focus Session Chart

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Click on title for full session description.

	Retirement	Sales Ideas	Marketing	Protection		Practice Management		Whole Person	Other
	Jan Cullinane, MS, ABD What You Must Know About Your Boomer Clients Appeal: Global Level: General Interpreted: Japanese	Daniel O. Corrigan Best Sales Concepts to Motivate Action - Part 2 Appeal: Global Level: General Interpreted: Japanese, Mandarin	Karen Susman No More One-Night Stands: How to Build Long-Term Relationships and Your Business Appeal: Global Level: General Interpreted: Korean and Spanish	David William Brown, CLU, ChFC How to Package the Critical Illness Sale Appeal: Global Level: Advanced Interpreted: Cantonese, Mandarin	Joel Mendler, J.D., LL.M. Helping Your Clients Keep the "Gold" in Their Golden Years Appeal: US Level: General Interpreted: None	Bruce D. Peckover, CLU, ChFC The MDRT "How-To" Session: A Practice Management Guide Appeal: Global Level: General Interpreted: None	Glenn Mattson Producer vs. Business Owner — How Our Mindset Creates the Practice We Live In and How to Change It Appeal: Global Level: General Interpreted: Cantonese, Korean	Kay Yerkovich, M.S., M.F.T. Milan Yerkovich, M.A. Your Love Life: Sizzle or Fizzle? Appeal: Global Level: General Interpreted: Spanish	Eun-young Kim, Ph.D. New 7 Ups ™ - Branding You as a “ Myung-poom (Premium Brand) Coach” for X-Generation and Boomers Appeal: Global, Korean Language Level: General Interpreted: None
	Mary Read, CPC QPA Cash Balance: A Defined Benefit Plan in 401(k) Clothing Appeal: US Level: General Interpreted: None	Kerry Johnson, MBA, Ph.D. Peak Performance: How to Increase Your Business by 80% in 8 Weeks Appeal: Global Level: General Interpreted: Cantonese	Dan Allison End Prospecting and Referral Challenges for the Rest of Your Career Appeal: Global Level: General Interpreted: Mandarin	Rebecca Largay-Bast George G. Davidson, CLU, ChFC Barry E. Lundquist, CLU Make 2010 Your Top Disability Year Yet Session Ends at 5:00pm Appeal: Global Level: Advanced Interpreted: Mandarin and Spanish	Terri L. Getman, J.D., CLU David L. Solie, MS, PA Win the "Second Sale" with New Underwriting Tools, Techniques and Technology Session Ends at 5:00pm Appeal: Global Level: Advanced Interpreted: None	Michael Bell It's About FATE: The Financial Advisor as a True Entrepreneur Appeal: Global Level: General Interpreted: Japanese, Spanish	Keith Abraham, CSP The 3 Strategies to Creating a Loyal, Passionate Business Team Appeal: Global Level: Advanced Interpreted: Cantonese, Korean	Jon Gordon Build a Winning Team with the Power of Relationships Appeal: Global Level: General Interpreted: Japanese, Korean	Mandarin Language Bin Qi The Power of Faith Appeal: Global, Mandarin Language Level: General Interpreted: None Larry Grypp Trading the Golden years for a Platinum Engagement Appeal: QCC Only Level: Advanced
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	Edward Dressel Tax Wise Distribution Strategy for Retirement Appeal: US Level: General Interpreted: None	Ian Freeman, CLU, ChFC Back to the Basics: Your "Secret" to Success Appeal: Global Level: General Interpreted: Japanese, Mandarin	Larry Mersereau, CTC Stand Out: Differentiate or Disappear Appeal: Global Level: General Interpreted: Korean, Spanish	Caroline A. Banks, APFS The Business Protection Gap: Expert Advisors Urgently Required Appeal: Global Level: General Interpreted: Cantonese, Japanese	Jerome Weihs Split-Dollar is Alive and Well Appeal: US Level: Advanced Interpreted: None	Ann Max Be Productive and Thrive -- One Day at a Time Appeal: Global Level: General Interpreted: Korean, Mandarin	Glenn Mattson Repeat Producer vs. Business Owner — How Our Mindset Creates the Practice We Live In and How to Change It Appeal: Global Level: General Interpreted: Spanish	Max Bolka Success Is a State of Mind Appeal: Global Level: General Interpreted: Cantonese	Cantonese Language Pecky Wong So Ping, FChFP, RFC 12 Irresistible Elements That Will Transform You Into a Brilliant Financial Planner Appeal: Global, Cantonese Language Level: General Interpreted: None
		Donald F. White Jr., CLU, ChFC Conducting Profitable Interviews Appeal: Global Level: General Interpreted: Korean	Dan Allison Repeat End Prospecting and Referral Challenges for the Rest of Your Career Appeal: Global Level: General Interpreted: Japanese, Korean Matt Andersen 6 Steps to a Fearless Referral Conversation Appeal: Global Level: General Interpreted: Spanish and Catonese	Jeffrey Scott Protecting for Different Stages of Life Appeal: Global Level: Advanced Interpreted: Mandarin, Spanish	Steve Cain Michael J. McNeil, CLU, ChFC Ronald T. Staebell, CLU, MSFS Tested in the Trenches: A Roadmap to Successfully Selling Long-Term Care Session Ends at 5:00pm Appeal: US Level: Advanced Interpreted: None	David Batchelor, DipPFS, CFP Dean Gareth Hobbs 5 Secrets to Turn YOU into a Top of the Table Business Appeal: Global Level: General Interpreted: Cantonese	Simon Reilly How to Break Through the "Plateauing Out Syndrome" Session Ends at 5:00pm Appeal: Global Level: Advanced Interpreted: None	Kay Yerkovich, M.S., M.F.T. Milan Yerkovich, M.A. Repeat Your Love Life: Sizzle or Fizzle? Appeal: Global Level: General Interpreted: Japanese, Mandarin	Edward G. Deutschlander, CLU, CLF MDRT/GAMA International Mentoring Session
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	John P. Huggard, J.D., CFP Understanding the Value of Variable Annuities/Segregated Funds With Living Benefit Riders Appeal: US Level: General Interpreted: None	Daniel O. Corrigan Repeat Best Sales Concepts to Motivate Action - Part 2 Appeal: Global Level: General Interpreted: Cantonese, Korean	Ronald D. Philgreen, CLU, ChFC Charitable Planning: What’s in Your Wallet? Appeal: US Level: Advanced Interpreted: None	John F. Nichols, CLU The Miracles of Income Protection Appeal: Global Level: General Interpreted: Mandarin, Spanish	Robert C. Kievit, CLU, LUTCF Why Your Clients Need Value Replacement Strategies Now Appeal: US/Canada Level: General Interpreted: None	Ann Max Repeat Be Productive and Thrive -- One Day at a Time Appeal: Global Level: General Interpreted: Japanese	Peter Kaplan, CFP Productivity Powered by People, Process and Technology Appeal: Global Level: General Interpreted: Japanese, Korean	Jay M. DeFinis Learning From Your Relationships Appeal: Global Level: General Interpreted: Cantonese, Mandarin	Spanish Language Franklin A. Rocafort, LUTCF The Secrets of a Top of the Table Practice Appeal: Global, Spanish Language Level: General
	Richard C. Murphy, CLU, LUTCF Living On A “Nine-Figure” Income: Maximizing Social Security Appeal: US Level: Advanced Interpreted: None	Dan Seidman The Secret Language of Influence® Appeal: Global Level: Advanced Interpreted: Japanese	David Eric Appel, CLU, ChFC Referrals — The Easy Way Appeal: Global Level: Advanced Interpreted: Cantonese, Korean	Caroline A. Banks, APFS Repeat The Business Protection Gap: Expert Advisors Urgently Required Appeal: Global Level: General Interpreted: Mandarin, Spanish	Richard L. Olewnik, J.D., CLU Avoid The Pending Tax Disaster Facing “Employer-Owned Life Insurance” Appeal: US Level: Advanced Interpreted: None	Richard H. Cook, FCII, FLIA 30 Years of MDRT Experience in One Hour Appeal: Global Level: General Interpreted: Japanese and Korean	Peter Moyle, ADFS, FChFP Sensational, Innovative Strategies to Grow Your Business Appeal: Global Level: General Interpreted: Mandarin, Spanish	Tim D. Richardson, CSP Living Rich: Giving, Working, and Leading for a Better Tomorrow Appeal: Global Level: General Interpreted: Cantonese	Japanese Language Keiji Kanai Technical Skills and Inspiration Lead to a Successful Insurance Career Appeal: Global, Japanese Language Level: General Interpreted: None
	Retirement	Sales Ideas	Marketing	Protection		Practice Management		Whole Person	Other

Annual Meeting 365
	YOU are the Value Leo Pusateri In this hands-on, practical workshop, Leo 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.	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	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.	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.	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.	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.	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.

 

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