When

Thursday, November 5, 2020 from 9:00 AM to 12:00 PM CST
Add to Calendar 

Where

This is an online event.  A Zoom Webinar link will be sent to all registered attendees a few days in advance of the symposium.  

Contact

Sara Decatoire, CAE, IOM 
NAIFA Illinois 
217-529-0126 
sara@naifa-il.com 

Thank you to our Sponsors!




 

NAIFA's Annual - A Day with MDRT 2020 

Thursday, November 5, 2020

Virtual Sales Symposium

Please join us for NAIFA's 2020 Annual - A Day with MDRT Virtual Sales Symposium. You will learn from great industry speakers and be eligible to earn 3 CE credits.
Register Now! 

- Program Schedule -

9:00 - 9:05                   Opening Remarks – Richie Marrero, Emcee

9:05 – 9:10                  Sponsor – Ash Brokerage, Mike McGlothlin

9:10 – 10:00                Speaker – Curtis Cloke, Retirement Income Distribution: Cracking the Retirement                                     Income Code  

10:00 – 10:05              Sponsors 

10:05 – 10:10              Break 

10:10 – 11:00              Speakers – Thao “Duckie” Huynh, Power Partners/Relationship Building; Jose                                          Perez, Disabilty Incvome; and Kyler Spencer, Team Selling/Using technology

11:00 – 11:05              Sponsors 

11:05 – 11:55              Speaker – Don Quante, Long-Term Care /Asset Protection Planning  

11:55 -12:00                Closing Remarks - Richie Marrero, Emcee

- Meet the Speakers -

Curtis Cloke, CLTC, LUTCF, RICP

Curtis Cloke is an award-winning financial professional and retirement income expert, trainer, and speaker with over 29 years of experience in income distribution planning. Recognized in 2009 as a top-five finalist for Advisor of the Year by Senior Market Advisor magazine, Curtis provides educational workshops, seminars, and presentations on advanced retirement income-planning strategies and techniques for financial professionals.

Curtis actively engages all his audiences with his personable character and genuine care for clients' retirement needs and concerns. Through his extensive experience, he has perfected the ability to quickly and accurately identify the income needs of all his clients and he's developed a system-based sales approach that he teaches to advisors. Beyond using annuities to create guaranteed income for life, he shows advisors how to generate the maximum inflation-adjusted income for their clients using the least amount of the portfolio. 

With a track record of spot-on media commentary, Curtis Cloke’s expertise has been featured in Senior Market Advisor, InsuranceNewsNet, Retirement Income Journal, NAFA Annuity Outlook, The Wealth Channel magazine,DepositAccounts.com, LifeHealthPro.com, and many more. He is a frequent guest on radio and TV stations, has appeared as a guest on NAIFA ClientCast by Real Wealth® and as a guest presenter on their webinar series, Power Session LIVE by Real Wealth®. 

Don Quante

Don Quante, Founder and President of MillionDollarAdvisor.com has spent the last 30 years becoming the national ”go to” expert for crisis long-term care planning and creative pre-planning long-term care strategies. Don is the author of the book Don’t Go Broke in a Nursing Home. Don co-hosted a radio show called Healthy, Wealthy and Wise and is a nationally acclaimed speaker and trainer on the topic of long-term care. Don has conducted more than 500 public workshops and trained over 1800 advisors. His writing and speaking services have offered hope to thousands of families across the country who were faced with making decisions about long-term care planning and care giving. While most advisors spend a majority of their time trying to be all things to all people, Don Quante has quietly built a multi million-dollar financial planning practice. He consistently produces in excess of $1,000,000 of new revenue each year by taking advantage of a little-known marketing principle that he calls “Swim Upstream Marketing”. He says, “we do exactly the opposite of what everyone else does”.

 This strategy has served him well by allowing him to qualify for the MDRT’s prestigious Top of the Table award as a lifetime member. Currently less than 1% of financial advisors worldwide reach this milestone.

 Most recently Don’s efforts have been centered around educating independent agents, advisors, RIA’s and Broker/Dealers to avoid the pitfall of not addressing with their clients the importance of the Pension Protection Act and new alternative long-term care products now available.As 8,000 baby boomers turn 65 each day, the number of lawsuits brought by boomers against their advisors is skyrocketing. The largest number of suits center around advisors failing to advise the boomers’ parents on the topic of long-term care. By following Don’s system, Broker/Dealers and RIA’s are able to help their advisors turn this potentially career ending problem into a million-dollar opportunity.

 Thao “Duckie” Huynh

Duckie Huynh is a financial services professional at New York Life and NYLife Securities. She originally pursued her degree in Paralegal Studies but later found a passion in the insurance and financial industry. Born and raised in Chicago by a Vietnamese immigrant mother, seeing her mother’s struggles was a great source of motivation and strength for her.

Whether it is working with young professionals, business owners, or high net worth families, Duckie is dedicated to educating, engaging, and inspiring as many people as possible to come to the table and empower them to take control of their finances.

Duckie also has a strong devotion for non-profit work.  She currently sits as the vice -president and financial chair for Vietnamese Association of Illinois, Board member of The Woodfield Area Children’s Organization, and now Executive Director of APS Training Institute. Away from the business she loves to spend time with her three rambunctious boys, read, and cook. She was even on a cooking show!

Jose Perez, LUTCF

Jose Perez is the President of Legacy Insurance and Investment Group, LLC.  He provides families and business owners with assistance building their financial freedom. He has the skills, knowledge and more than 25 years of experience to help meet his clients’ goals. He specialized in planning for families who have a member with special needs.

He is committed to the community by providing scholarships to children, youth, and college students in the Chicagoland area since 1996. He has been a Make-A-Wish volunteer since 2005 and is also a mentor and founder of the GREAT Program (Gentlemen Respectfully Encouraging Awesome Teens) with the Chicago Public Schools. He helps raise funds for the Chicago food pantries and is a founder of El Valor's Annual Golf Fundraiser over 15 years ago.

Jose is a proud NAIFA member since 1994 and a Life Member of MDRT since 1997.

Kyler Spencer

Before taking on a position as an Advisor at FSM Wealth, Inc. in 2019, Kyler served the firm as a Research Analyst where he assisted with managing client’s portfolios. Since then, Kyler has focused his attention to managing trades in the firm’s Investment Division while continuing to work with clients in areas of investing, retirement planning, and insurance planning.

Kyler began his college career at Rend Lake College where he was awarded Academic All American, and earned a Bachelor of Science in Economics and Finance from Southern Illinois University Edwardsville where he competed as a collegiate golfer and was President of the Economic and Finance Club. Kyler is currently pursuing the Certified Financial Planner (CFP) designation and is also a member of NAIFA.

- Meet the Emcee -

Richie Marrero

Richie Marrero is also a husband, father, friend, and servant leader who is passionate about meeting new people and building genuine relationships. Richie prides himself on being an educator as he feels education is the great equalizer. He is focused on his employer sponsored healthcare practice with 360 Benefits serving employers between 100 – 1000 employees. His team specializes in strategies to help ensure clients control their cost year over year. His team leverages data to make informed decisions about plan design and behaviors. Their overall objective is to deliver better than the status quo within a healthcare system that has been broken for years.

Richie is a giver at heart and knows that generosity is contagious and givers gain. He is most passionate about sharing his time, talent and treasure with non-profit organizations that impact education-access and leadership development.