NAIFA's Annual - A Day with MDRT 2017

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- Program Schedule -

7:00   -   8:00              Coffee with Exhibitors

8:00   -   8:10              Opening Remarks

8:10   -  9:00               Speaker – Joey Davenport, Three Ways to Grow Your Practice

9:00   -  9:50               Speaker – Burt Herman, "Master of the Moment" - the Guy Eby Story

9:50 - 10:10                Break with Exhibitors

10:10 - 11:10              MDRT Speaks - Best Ideas from Top Advisors!

                                    Delynn Alexander and Reena Bland, “Building an Integrated Wealth Management                                      Practice from the Inside, Out”

11:10 - 11:25             Legislative Update - Phil Lackman

11:25 - 11:55              Lunch with Exhibitors

11:55 - 12:55              Speaker – David McKnight, The Power of Zero

12:55 - 1:05                Closing Remarks & Raffle Prizes

1:05  -   1:15              Break

1:15   -   4:15              Ethics Class

If you purchase a Table of 10, please submit the names of attendees (with designations) seperately to sara@naifa-il.com.

Featured Speakers

David McKnight

David McKnight graduated from Brigham Young University with Honors in 1997.  David is a nationally recognized speaker and his popular workshop “The Power of Zero” has been seen by thousands of Americans from coast to coast.  This workshop was recently showcased on the main platform at Forum 400, an annual gathering of the top 1% of financial advisors in the nation.  In 2014, David was a Focus Speaker at the world wide annual conference for Million Dollar Roundtable in Toronto, Canada.  He is also a member of Top of the Table.

David is the author of the #1 Amazon best-selling book “The Power of Zero” and contributes regularly to a number of national magazines on the subject of tax-free retirement.

David has trained thousands of financial advisors on his tax-free paradigm and currently serves as mentor to an exclusive group of financial advisors from across the country.

David is very involved with his family, church and community.  He currently resides in Grafton, Wisconsin with his wife Felice and their seven children.

Joey Davenport 

Joey Davenport is the President of the Hoopis Performance Network in Chicago. He has over twenty years of experience in the financial services industry as a top producer, manager, entrepreneur and international speaker. His organization was recognized for the 2^nd year in a row by Inc. 5000 as one of the fastest growing privately held businesses in the U.S.

As a Certified Trainer and Master Coach, he is considered the Executive Producer of Northwestern Mutual’s Enduring Relationships program and the Hoopis University. He is also one of the principal authors and co-producers of the advanced sales training program, Factfinding DNA. Joey is co-author of the #1 best-selling book, “The Power of Coaching: Engaging Excellence in Others.” He is the executive producer of the award-winning Trustworthy Selling sales effectiveness program developed with LIMRA International and the recently launched Advanced Planning Channel. His web-based training programs have received top recognition including multiple Digital Media Innovators Awards and the ROI Institute’s Top 10 Case Studies. 

Joey is Past President of NAIFA Chicago and a graduate of NAIFA’s Leadership in Life Institute. He received the NAIFA Illinois Young Advisors Team Leader of the Year award and the Jack E. Bobo Award for Association Excellence from the NAIFA Federation. 

Joey lives in Chicago with his wife of 15 years Lyndy and their eight-year old son William. He enjoys spending time with his family, traveling and playing music in his blues/rock band Hot LZ.

Burt Herman, CLU, LUTCF

In 1957, following a 21-month tour of duty with the naval security group in Morocco, Burt became a part-time life insurance agent while still teaching high school in Foxboro, Mass. In 1959, Burt transitioned to full time life insurance sales. In 1962, he was transferred from Boston to Elmhurst to start a Transamerica agency, which became one of Transamerica’s leading branch offices. In 1972, Burt relocated his agency to Oak Brook and also was named general manager of Transamerica’s downtown Chicago office.

Burt was the 1966-67 president of the DuPage Life Underwriters, the 1971 president of the Northern Illinois general agents and managers association and the 1975-76 president of our state association.

Burt moderated LUTC classes for ten years and in 1993 he was elected a trustee of the Life Underwriter Training Council. He also served for ten years on Suffolk University's Advisory Board.

In 1979 Burt was elected to a two-year term on his parent company’s board, Transamerica/Occidental life, only one of two field people ever to serve in that capacity.

He is a 60-year NAIFA member and a 52-year member of the Society of Financial Services Professionals and a 47-year MDRT member.  In 1998 Burt was the recipient of the Chicago Huebner Scholar Award.

Burt and 14 other Chicago MDRT members performed the opening morning segment, singing, dancing and acting, each day of the 1987 Chicago MDRT meeting.  Four years later Burt was a MDRT main platform speaker in New Orleans.

And capping off his career, Transamerica honored Burt as  the 11^th Legend in the company’s 100+ year history.

In 1995, the Transamerica agency Burt founded, became the Herman Agency Inc., a nationally recognized independent life brokerage agency now headed by his son Larry.

Burt and his wife Elaine have three children and six grandchildren.

MDRT Speaks - Best ideas from top advisors!

 Delynn Alexander & Reena Bland

In a career spanning nearly 25 years, Delynn Dolan Alexander, Reena Patel Bland, and Alexander Financial Services have built a reputation as one of the nation’s leading wealth management firms.

Their North Carolina-based practice, in partnership with other financial advisors throughout the country, serve over 2,000 clients across the globe, manage more than $200 million in assets and produce more than $3 million in annual revenues.

For Alexander, wealth management is a family tradition. Her mother, Elaine Dolan, was a legendary 30-year Northwestern Mutual financial advisor in Texas whose loyal clientele transferred to Alexander when Dolan retired. But for Alexander, wealth management is not just a family business. It’s a personal mission. When Alexander’s father died when she was six, he left her mother with two children, debt and a life insurance policy that had expired just months before his death. From this experience, Alexander has made it her life’s work to make a difference in other families’ lives by giving them the gift of financial security.

Alexander has deep ties to Northwestern Mutual. She began her career as a college intern with the company in 1989. After graduation she became a full-time representative in the Dallas/Fort Worth area of Texas. Over the next decade and a half, she grew a strong personal practice while leading the company’s college internship program in Fort Worth. Because of her success, Alexander was recruited to the home office in Milwaukee, where she served a three-year stint as a consultant in the recruiting and college marketing area. In 1996, she was appointed as the managing director in Chapel Hill, North Carolina, and ran a top district office for five years. During that stent, Alexander recruited, now business partner and Co-founder, Reena Patel Bland.

Bland began her career through the internship program in 1997 and was part of the Leading College Internship program in 1998. Upon graduation, she grew a strong personal MDRT based practice while leading up the College Internship program at The University of North Carolina-Chapel Hill.

In 2001, Delynn & Reena stepped down from their respective management roles and began a comprehensive financial planning practice. In addition to their achievements in personal production, they jointly lead a team of 10 representatives as field directors/mentors. And coach 12 advisors across the NM system. Under their leadership, several have become PS First 40 and Second 60, MDRT, Forum and Pathfinder qualifiers.

Their firm consistently rates in the top 1% among Northwestern Mutual’s 8,000 practices nationwide. Every year since 2001, AFS has qualified for the Million Dollar Round Table, the last four, Top of the Table. Ten times, their practice has achieved Forum Recognition.

Their most recent successes highlight, AFS as the first female team to produce over $1M of Core Premium and $1M of Gross Dealer Commissions, in the history of The Northwestern Mutual.

Their partnership has been showcased most recently in “Women at the Top” written by Arthea Reed and Diane Dixon, leading female industry leaders and they are delivering their message at the NAIFA association annual meeting in September amongst other network offices through the year.

Delynn is married to Mike. They have two children: Ellie (9) and Lucas (7)

Reena is married to Ward. They have two children: Raja (10) and Naya (8)

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