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2019 MDRT Discussion Forum

June 20, 2019 @ 9:30 am - 2:00 pm

Program Schedule

9:30 am


Registration, Light Breakfast & Vendor Booth Exhibits

10:00 am


Welcome & Introduction

  • “Underwriting Niches and Opportunities, to include Foreign Nationals Market

           Speaker: DuWayne Kilbo, Principal, Windsor Insurance Associates Inc


  • “Top Sales Ideas in Foreign Nationals Life Insurance”

           Speaker:  Kelvin M Yerkovich, Regional Vice President, Global Atlantic Financial Group


  • “Investing and Financial Planning for Foreign Nationals in US ”

           Speaker:  Dennis M Lee, CPA, Dennis M Lee & Associates

11:00 am



  • “Taming a Bear Market in Retirement”

  Speaker:  Arkady Milgram, ChFC, CLU, MDRT COT, MassMutual Financial Group


  • “401K Retirement and Pension Planning Ideas”

 Speaker: Nelson Yeung, President & CEO, Allied Consultants Inc


  • “Growing with MDRT - Navigate Changes & Prepare for the Future”

Speaker: Stephen Kagawa, LUTCF, FSS, Chairman & CEO, The Pacific Bridge Companies, Inc.


Networking Lunch Buffet


2:00 pm


MDRT Forum Ends

Come to network and learn from the best professional minds.

* Deadline for ticket purchase is June 14th Friday, and it is available for online purchase below.

Event is FREE for CAIFPA members, and $35 to non-members.

Why not gain access to our member's free event for a year and sign up for a CAIFPA membership now!


Vendor Sponsors:

AIG  |   American Century Investments  |  Ameritas Retirement Plans  |  AXA Equitable  |  Global Atlantic Financial Group  

Mass Mutual  |  Mutual of Omaha Retirement Services  |  Nationwide  |   TransGlobal  |  Windsor Insurance  / ANICO





June 20, 2019
9:30 am - 2:00 pm
Event Categories:


Palm Court at the Almansor Court
700 S Almansor St
Alhambra, CA 91801 United States
+ Google Map


California Asian Insurance & Financial Professional Association

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