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2019 MDRT Discussion Forum

June 20 @ 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

 

Breaktime

  • “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

 

 

 

Details

Date:
June 20
Time:
9:30 am - 2:00 pm
Event Categories:
,
Website:
https://www.caifpa.org/event/2019-mdrt-discussion-forum/

Venue

Palm Court at the Almansor Court
700 S Almansor St
Alhambra, CA 91801 United States
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Organizer

California Asian Insurance & Financial Professional Association

Tickets