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2010-04-22 MDRT Day

Presenting Sponsor

Principal Financial Group
"We'll Give You An Edge®"
 
Your NAIFA Seattle/Eastside MDRT Planning Committee has prepared a robust slate of speakers for the upcoming MDRT Day from our local community and greater national organization.  Join us in Bellevue at Magianno's Restaurant on Thursday, April 22, 2010 from 7:00 to 11:30 am for a full gourmet breakfast and engaging meeting with your colleagues.
 
NOW APROVED FOR THREE (3) HOURS OF
CE CREDIT IN WA STATE!!!
 
Want to attend for FREE? Not a member? You can attend MDRT Day for no cost if you join NAIFA Seattle/Eastside from March 1 thru April 21. 
 
Have a business to showcase to our members?  Become an exhibitor! 
 

Exhibitors

 
Ash Brokerage
www.ashbrokerage.com
“The Practice Enhancement Company TM
 
DI Broker
www.dibroker.com
“You Deserve More”
 
ExamOne
www.examone.com
“Applicant First”
 
Washington Brokerage
"Your Business Is Our Business"
 
Principal Financial Group 
"We'll Give You An Edge"
 
Pacific Advisors
"Your DI & LTC Resource"
 
APPS Northwest
"You've Tried The Rest,
Now Work With The Best"
  
ONLY ONE SPOT REMAINING
 
Contact board members John Nichols, Alex Collins or Michael Staeb to discuss how NAIFA Seattle/Eastside can best meet your promotional needs.  (see Leadership page for full contact information)
Master of Ceremonies (Emcee)

Marikay Coyer
MassMutual Financial Group
www.massmutual.com

Marikay is a native to Washington and has been in the insurance and financial services industry for 28 years. Throughout her career she has been dedicated in helping Personal Financial Representatives provide customers with the professional and individual attention necessary to help them work towards their financial goals and needs. Marikay is also committed to helping clients overcome their financial obstacles and achieve their objectives. By recognizing financial goals and developing strategies she helps bring financial preparedness to homes or businesses. Marikay is married and has two children ages 21 and 17. Marikay carries her life, health, property and casualty licenses along with her security registrations 6, 63, 26 & 51.
 

MDRT Day 2010 - Speakers

 
Randy Kilgore, CLU, RHU, LUTCF
Randy R. Kilgore & Company
 
Randy began his insurance career 36 years ago.  Throughout the years he has served and led in many industry related organizations.  From 1997 to 2003 Randy served on the NAIFA Board of Trustees, including a term as President.  As a Trustee he was liaison to the Community Service Committee, Federal Law and Legislation Committee, Associations, and the APIC Committee.  Randy and his wife Cheryl live in Colorado Springs, have been married for 37 years, and they have a daughter named Kate.
 
The MDRT Challenge
This presentation will give you the tools you need to get to the MDRT level production and help you grow your business and improve you business practices. You will get ideas that you can use right now.
 
 
David Lyons, JD, MSFS, CPA, CLU
Lyons Law Offices
 
David received his B.A. degree from Gonzaga University in 1977. He received his J.D. degree, Cum Laude, from Gonzaga School of Law in 1979 and his Master of Science Financial Services in 1990. David is a Certified Public Accountant and a Chartered Life Underwriter. He is admitted to practice in the State of Washington and the State of Alaska.  David is a member of the Washington State Bar Association, Washington State Trial Lawyers Association, East King County Estate Planning Council, Washington Society of CPAs, National Association of Insurance and Financial Advisors, and he is certified to teach numerous estate, insurance and business courses.
 
Key Provisions of a Buy-Sell Agreement
How can business owners who are constantly being plagued with non-productive business partners and continually not reaching profit and sales expectations for their business resolve their problems? How is the determination achieved for establishing a fair value for their business in any business climate. Learn how all these business dilemmas are dealt with by fully understanding the multiple and somewhat complex provisions of a successful and well executed Buy-Sell agreement.
 
 
 
 Thomas E. Fowler, CLU, LUTCF
The Fowler Financial Group

Tom Fowler is the President of the Fowler Financial Group. He has over forty years assisting owners of closely held and family owned companies with their estate and business planning. He has authored numerous articles regarding business and estate planning issues including an Amazon short entitled, “Eight Critical Questions You Need to Answer to Successfully Exit a Small Business” He was a contributing author for the book, “Beating the Midas Curse”. Tom is a frequent speaker throughout the country as well as internationally. He hosted a weekly radio program entitled, “You and Your Finances”, sponsored by the American Society of Financial Professionals. He has been selected four times to speak at the Million Dollar Round Table. Tom is active in numerous charitable organizations having served on the Overlake Hospital Medical Center Board and as President of the Overlake Medical Center Foundation. He is a Legacy Advisor to Children’s Hospital in Seattle, Washington. He has served in numerous leadership positions in industry, civic, and charitable organizations locally and nationally. He is a Paul Harris Fellow. Tom holds several professional designations including a Heritage Institute Fellow. He is a Certified Wealth Consultant and Fellow of the Heritage Institute, an educational non-profit organization. He is a life and qualifying member of the Million Dollar Round Table. He is a graduate of Drake University. Tom has been married to his wife, Elaine for 40+ years. They have three children and five grandchildren.

Landmines in Business Transition
Business owners often overlook details which can derail their business transition. Unfortunately, by the time land mines become visual to all parties; it’s too late for the advisor to assist owners in correcting them. This presentation focuses on identifying common business transition landmines with illustrative case examples. It covers the five crucial questions each owner must answer to successfully exit their business and the key advisor question no one else is asking.
 

DATE:
                    Thursday, April 22, 2010
LOCATION:
                    Magianno's Restaurant (map)
                    10455 NE 8th Street
                    Bellevue, WA 98004
TIME:
                    7:00am Registration & Gourmet Breakfast
                    7:30-11:30pm Program
COST:
                    $40  Active NAIFA Members
                    $30  Active NAIFA/YAT* Members
                    $50  Non-members/Guests
                    $40  Non-Members/YAT*
                    FREE to new members who join January 1 thru April 21
                    * YAT = Under 40 or first 5 years in business
REGISTER:
                    After downloading the registration form below you can submit your complete registration form and payment by:
                         - Fax to (206) 284-0342
                         - Regular mail to the address below
                         - By email to office@naifase.org
                    Call Jenna Olson at (206) 285-4066 with any questions or to make a payment over the phone.
 
Your MDRT Planning Committee:
  • John Nichols, Chair / Nichols CO
  • Gary Kallio / Kallio Insurance & Financial Services
  • Jon Magno / Highland Capital
  • Alex Collins / Pacific Capital Resource Group
  • Michael C. Staeb / Ash Brokerage of Seattle

MDRT Day Exhibitor Package – $400
(Maximum of eight. Competitors allowed. Available to non-dues-paying members subject to board approval. Discounts available for annual sponsors.)
  • Company name in e-blast announcement and reminders for the event
  • Company name on website MDRT Day page during promotion
  • Company name on website main page while event is featured
  • Display table for your signage and marketing materials during event
  • Complimentary admission to the event for one exhibitor
  • Recognition during the program as an exhibitor

For more information or to become an MDRT Day Exhibitor, contact board members John Nichols, Alex Collins or Michael Staeb (see Leadership page for full contact information)

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NAIFA Seattle/Eastside,
Apr 8, 2010, 11:22 AM
Ċ
NAIFA Seattle/Eastside,
Apr 8, 2010, 11:22 AM
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