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2019 MDRT Discussion Forum
June 20, 2019 @ 9:30 am - 2:00 pm
Registration, Light Breakfast & Vendor Booth Exhibits
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
- “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
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!
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