NAIFA's Annual A Day with MDRT 2021

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Please join us for NAIFA's Annual A Day with MDRT on Thursday, November 4, 2021! This year's conference features amazing speakers including Delvin Joyce, Michelle Tish, Jonathan Corteen, Adam Solano, and IL Sate Rep. Jeff Keicher.

 

 - Program Schedule -

7:00   -   8:00               Coffee with Exhibitors

8:00   -   8:10               Opening Remarks 

8:10   -   8:30               Legislative Update – State Representative Jeff Keicher 

8:30 - 9:20                   Speaker – Jonathan Corteen – Intentional Culture

9:20 – 9:50                  Break with Exhibitors

9:50 – 10:40                Speaker – Michelle Tish - Solutions for Business Owners

10:40 – 11:30              Speaker – Adam Solano, CRPC, LACP – Succession is an Adoption, Not an Acquisition

11:30 – 12:15              Lunch with Exhibitors

12:15 – 1:15                Speaker – Delvin Joyce, CLU®, ChFC®, RICP® - Sticktoitiveness

1:15 – 1:30                  Closing Remarks & Raffle Prizes 

4 Continuing Education (CE) Credit Hours Pending

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

An active member of MDRT and NAIFA since 1997, Adam has run for public office, spoken at numerous MDRT meetings including the Main Platform and Top of the Table Main Platform.  In 2009 he was a 4 Under 40 recipient published in the Advisor Today magazine, and he even defended the industry on live television during a Chicago Tonight debate on PBS.  More recently, he finished writing his first book titled “MDRT @ the Office/Top of the Table @ Home” about work-life balance.  It will be published early summer of 2022.  Adam is a native to Lake County Illinois where he currently lives with his wife, 4 children and 2 dogs….

Featured Speakers

Delvin Joyce, CLU®, ChFC®, RICP®, is Founder and President of Prosperity Wealth Group, a financial planning firm based in Charlotte, NCserving clients throughout the United States.

Originally from Martinsville, Virginia, Delvin attended James Madison University, earning a B.A. in BusinessMarketing. While at JMU he was a member of the football team and received multiple All-Conference and All-Americahonors while breaking several school and NCAA records. Shortly after leaving JMU, Delvin joined the New YorkFootball Giants as an un-drafted Free Agent in 2002 and made an immediate impact as the starting punt and kickreturner. He retired from the NFL in 2005 and relocated to Charlotte, NC.

Delvin joined Prudential’s North Carolina Financial Group as a Financial Services Associate in October 2006 and hasheld numerous leadership roles in Prudential Advisors including most recently, Managing Director of the SouthFlorida Financial Group from 2012 to 2017.

In July of 2017,Delvin returned to Charlotte to found Prosperity Wealth Group to help individuals and familiesachieve their financial objectives through fee-based financial planning. With a focus on community empowermentthrough financial literacy, Delvin often hosts or is invited to speak at seminars and events across the country to promote financial wellness. He has been a frequent contributor to financial articles for various media publicationsincluding The Washington Post, USA Today, Money Magazine, and Nerd Wallet while also serving as a featured speaker and panelist for multiple financial industry conferences.

In 2019, Delvin was recognized by Black Enterprise Magazine as a BE Modern Man, a campaign designed to celebrate black men making valuable contributions in every profession, industry, community and area of endeavor. He serves on the Board of Directors for Youth Development Initiatives Inc, a Charlotte based non-profit that providessupport for disadvantaged adolescent youth and formerly served on the Board of Trustees for NAIFA.

Jonathan Corteen is the co-founder and CEO of THG Financial Strategies and has a strong passion for the development and success of financial professionals. With his concrete belief that a strong culture is the foundation of growth, THG has become one of the fastest growing financial organizations in the Midwest. His dedication to coaching financial professionals to enrich their practice development is reflected in strong client relationships and THG loyalty. His 22 years of experience, multiple industry awards and association involvement, have created a backdrop that fuels his motivation to build the best and brightest financial professionals with unrivaled support to service the Midwest.

He is a member of many industry associations including GAMA International and the NAIFA. He holds FINRA Series 7, 63, 65, and 24.

Adam Solano, CRPC, LACP has been an active member of MDRT and NAIFA since 1997.  Adam has run for public office, spoken at numerous MDRT meetings including the Main Platform and Top of the Table Main Platform.  In 2009, he was a 4 Under 40 recipient published in the Advisor Today magazine, and he even defended the industry on live television during a Chicago Tonight debate on PBS.

More recently, Adam finished writing his first book titled “MDRT @ the Office/Top of the Table @ Home” about work-life balance.  It will be published early summer of 2022.  Adam is a native to Lake County Illinois where he currently lives with his wife, 4 children and 2 dogs….

Michelle Tish, CLU®, ChFC® is a Regional – Business Solutions Representative with the Principal Financial Group. She is a financial services professional with over 25 years of senior sales management experience and the proven ability to meet sales objectives.

Michelle has great experience in working with offices and their producers to increase sales and productivity. Michelle has worked in a variety of capacities with The Principal throughout the years including managing the Alliance Management Group for Independent Life Distribution and product and business solution marketing. These roles have given Michelle expertise in managing distribution relationships, supporting business concepts, developing effective sales ideas and leveraging product strengths.

A native of Iowa, Michelle received her degree from the University of Northern Iowa in Financial Management. Michelle has earned the Chartered Life Underwriter and Chartered Financial Consultant designations through The American College. She is a Registered Representative and holds her Series 6, 7, 63 and Life and Health licenses and is a Registered Principal. 

Jeff Keicher was sworn in as State Representative for Illinois’ 70th District on July 17, 2018, to complete the unexpired term of former Representative Bob Pritchard. The 70th District includes portions of Boone, DeKalb and Kane Counties. 

Representative Keicher has built strong community relationships based on trust and personal commitment and seeks to carry that reputation for thoughtful consideration to Springfield. Jeff has been called to lead in many organizations with a strong understanding of the value of dialog and seeking first to listen and understand. He feels strongly that the citizens of the 70th District need representation from an engaged business owner dedicated to doing the right thing, not looking for employment as a legislator.

Representative Keicher has extensive volunteer experience in the community in multiple capacities and on behalf of industry groups. In addition to multiple boards and commissions, Jeff is a NAIFA Illinois Past President and has held executive board positions with the Sycamore Chamber of Commerce, the Sycamore Public Library and the Sycamore Rotary Club. He also spent many years serving on boards for the DeKalb Chapter of the American Red Cross, NAIFA Fox Valley, and the Kishwaukee YMCA.

Representative Keicher is a graduate of Northern Illinois University with over 20 years of professional experience in the insurance industry. In 2006, he opened his own State Farm Insurance Agency in Sycamore. It is currently the largest State Farm Agency in DeKalb County and the 3rd largest in the Rockford Territory. 

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