MDRT Special Book Club Event

May 20, 2021 3:00pm ‐ May 20, 2021 4:00pm

Identification: web210520

Welcome new MDRT members! Change is happening throughout the financial services profession; don’t get left behind. Join us for an exclusive MDRT book club event to connect with author Maria Ferrante-Schepis and discuss her Amazon bestseller “Flirting with the Uninterested: Innovating in a ‘Sold Not Bought’ Category.” Her book, which describes how to get ahead of the disruption emerging in the insurance and financial services industry, has influenced the thinking of many professionals who are shaping the trajectory of technology and client experiences.

custom image

To get the most out of your time with Ferrante-Schepis, please read the book prior to the event and come with questions to ask the author.

The discussion will be moderated by Ted Rusinoff, a 14-year MDRT member and Top of the Table qualifier who currently oversees the North American MDRT book club initiative. There will be a live Q&A session after the presentation.

Space is limited. Register now.

To learn more about MDRT book clubs, please watch this video:

MDRT Special Event: Mind the gap - How to motivate clients to secure adequate life coverage

Jul 26, 2021 12:00pm ‐ Jul 26, 2021 1:00pm

Identification: wev210726

A recent study from LIMRA and Life Happens determined that just 54% of Americans have any life insurance coverage, a significant decline from the previous decade. But because of the COVID-19 pandemic, many people are re-examining their priorities. In fact, 29% of Americans say they are more likely to buy life insurance as a result of the pandemic, while 68% of those who already have coverage would consider buying more. Clearly, this is a critical time in the life insurance profession, and it is more important than ever that advisors address this troubling gap in coverage.

MDRT, as part of the Help Protect Our Families initiative, presents a conversation with David Eric Appel, CLU, ChFC, and George B. Sigurdson, CLU, to examine how advisors can rise to the challenge and help clients and prospects see the value of life insurance. Appel and Sigurdson will share their ideas for guiding clients to obtain adequate coverage, including grasping the urgency of making a purchase before it’s too late.

The discussion will be moderated by nine-year MDRT member Meagan S. Balaneski, CFP, RFP. There will be a live Q&A session after the presentation.

MDRT Special Event: The keys to successful succession planning

Aug 9, 2021 12:00pm ‐ Aug 9, 2021 1:00pm

Identification: web210809

Join MDRT members Gerald C. Grant Jr.; Gerald C. Grant III; Brian D. Heckert, CLU, ChFC; and Donald F. White Jr., CLU, ChFC; for a panel discussion on all things related to succession planning. Whether you’re looking to grow your practice by buying a book of business, build your practice’s value in preparation of a future sale or pass down your practice to the next generation, it’s important to have a plan in place. The panelists will address all three scenarios, sharing from their own personal experiences with succession planning — the good, the bad and the ugly.

The discussion will be moderated by nine-year MDRT member Michelle L. Bender, CFP. There will be time for a live Q&A session after the presentation.

MDRT Special Book Club Event

Sep 20, 2021 3:00pm ‐ Sep 20, 2021 4:00pm

Identification: web210920

On April 10, 2012, United States Army Staff Sergeant Travis Mills was critically injured by an IED while on patrol on his third tour of duty in Afghanistan, losing portions of both legs and both arms. Mills struggled through the painful and anxious days of rehabilitation to regain the strength to live his life to the fullest. With enormous willpower and endurance, the unconditional love of his family, and a generous amount of faith, Mills shocked everyone with his remarkable recovery. His extraordinary journey is recounted in “Tough As They Come,” a New York Times bestseller that speaks to facing a future that’s drastically different from the one you’ve imagined.

custom image

The discussion will be moderated by Ryan J. Pinney, LACP, a 13-year MDRT member and Top of the Table qualifier who served in three different branches of the United States military over the course of 13 years. There will be a live Q&A session after the presentation. To get the most out of your time with Mills, please read the book prior to the event and come with questions to ask the author.

Space is limited. Register now.

To learn more about MDRT book clubs, please watch this video:

MDRT Special Event: Doing Well While Doing Good

Oct 12, 2021 12:00pm ‐ Oct 12, 2021 1:00pm

Identification: web211012

Join MDRT member R.J. Kelly, RICP, MSFS, and Stephen Ritz, the founder of Green Bronx Machine, to discuss the importance of integrating charitable giving into your client conversations.

Kelly will share three simple ways to include philanthropy in every client conversation, as well as specific strategies you can discuss with clients as they plan for the future. Plus, he’ll reveal the one question you need to ask every high-net-worth prospect you meet!

Green Bronx Machine, a non-profit that helps students grow, eat and love their vegetables in route to spectacular academic performance, was the charity partner at the 2019 MDRT EDGE. Ritz will give some insight into how Green Bronx Machine has weathered the COVID-19 pandemic despite unprecedented challenges faced by non-profits around the world. Their experiences will remind you of the importance of incorporating charitable partners into your practice.

The EDGE Idea Exchange

Nov 17, 2021 1:00pm ‐ Nov 17, 2021 2:00pm

Identification: web211117

Join us for a special MDRT event to share what we learned at the 2021 MDRT EDGE. The event will be moderated by Brendan Clune Walsh, a 10-year MDRT member from Detroit, Michigan. We will discuss topics such as:

  • What has changed permanently in your practice, and the financial services profession, due to the pandemic?
  • How do you align your value proposition with what your prospects really care about?
  • What one change have you made in your life that helped you take your practice to the next level?
  • Do you use social media to create buzz around your business?

We will dive deeper into these discussions in breakout rooms, where you can discuss any other great ideas you picked up at EDGE that are worth sharing with fellow MDRT members. We ask that you come to the meeting with 1-2 ideas to present.

MDRT Special Event: Put your best foot forward: 4 steps to decode the new body language

Dec 13, 2021 1:00pm ‐ Dec 13, 2021 2:00pm

Identification: web211213

Ready to read people better? Want to know how you can persuade them and how they influence you? Imagine what would be possible if you could learn how to easily display positive, professional expressions during challenging interactions, be more strategic when leading your people and build up your communication toolbox with unique body language strategies.

During this fun and dynamic program, body-language expert Janine Driver will share four steps to help you grow sales, build your leadership skills and prevent 87% of communication conflicts. You’ll learn how to make a lasting digital impression, break your unconscious negative body language, spot nonverbal objections and deceptive “hot spots,” and utilize better facial expressions and hand gestures — even while limited by mask-wearing or being on Zoom.

The discussion will be moderated by nine-year MDRT member Alison “Addie” Murdock. There will be time for a live Q&A session after the presentation

MDRT Special Event: Go for the goals: How goal-setting can make 2022 your best year yet

Jan 18, 2022 1:00pm ‐ Jan 18, 2022 2:00pm

Identification: web220118

We all know that we should set goals, but why? Join this event with business coach Max Bolka and 18-year MDRT member Kathleen R. Benjamin, CFP, CPA, to find out why goal-setting is important, the difference it can make in your work, how to do it effectively and how to cultivate the proper mindset for achieving your goals. The presentation will include a discussion on starting the year on the right foot by creating a business plan to help grow your practice, including six practical steps for designing your destiny. Plus, Bolka and Benjamin will share the one thing that will kill your business in 2022!

The discussion will be moderated by five-year MDRT member Vincent Dallo, ChFC, CLU. There will be a live Q&A session after the presentation.

MDRT Canada Day: Start 2022 strong

Feb 10, 2022 1:00pm ‐ Feb 10, 2022 3:00pm

Identification: web220210

Attendees will learn from industry icon Bruce W. Etherington, CLU, CH.F.C., who shares what has worked for him during his 57 years in the financial services profession. Find out the strategy that has helped Sim Gakhar, CHS, BSc, go from MDRT qualification to Top of the Table in just two years. Discover the perspective of top producers Alphonso B. Franco, RHU, RCIS; Clay Gillespie, CFP, CIM; Elli Schochet, CFP; and Dana Mitchell, CLU, CFP, on succession and continuity of their business in a high-caliber panel discussion.

Then, get answers to your questions from these experts about how you, too, can qualify for MDRT and more.

This is a wonderful opportunity for anyone at any level to learn how to implement great ideas and achieve your highest level of success from some of the best in the profession. Be sure to register now for the MDRT Canada Day — you will not want to miss it!

MDRT Special Event: Back to the Future: The central role of family legacy and governance in today’s estate planning

Feb 14, 2022 1:00pm ‐ Feb 14, 2022 2:00pm

Identification: web220214

Before there were estate taxes, there was estate planning. But it was about the people, process, possessions, places and the family purpose. Without a shared purpose, there often is separation and conflict. Many estate planning strategies make family governance, legacy and harmony more difficult than they already are. But can planning actually help a family go from unhealthy independence to healthy interdependence? See how a seven-step process to healthy family governance can become a critical part of your practice and your clients’ success.

During this presentation, legacy planning expert Tom Rogerson will talk about how to counsel clients through the issues of family communication and wealth transfer. He will also address the importance of preserving family wealth for generations, whether as a wealth advisor or an insurance agent.

The discussion will be moderated by one-year MDRT member Corina Wack, Ph.D. There will be time for a live Q&A session after the presentation.