Speakers
 Hal Becker Author view biography
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Abe Ashton
One for the Money Financial As a Certified Senior Advisor with more than 12 years of experience, Abe Ashton, has helped hundreds of Utah and Nevada retirees better their financial futures. He is an expert in annuity products and in revocable living trusts. Abe works exclusively with seniors and knows that they have worked hard in order to enjoy their retirement years. In additional to traditional financial planning, Abe believes in the importance of creating family legacies. Abe is the host of the One for the Money show every Thursday mornings on KDXU AM 890 from 9:30 am – 10:00 am. Although he enjoys his job, Abe finds his greatest joy in his family. He and his wife Kimberly are the proud parents of four boys and one daughter. Kerry L. Johnson
MBA, Ph.D. a best selling author and speaker who speaks at least 8 times a month ranging from Hong Kong to Halifax, and from New Zealand to New York. Traveling 8,000 miles each week, he speaks on such topics as “How To Read Your Customer’s Mind,” “Marketing to the Affluent,” and ” How To Increase Your Business by 80% within 8 weeks. In addition to speaking, Kerry heads a personal coaching company. Peak Performance Coaching guarantees a 80% increase in sales production within just a few weeks. Professionals around the world use Dr. Johnson and his coaches to increase business usually by 300% + within only weeks. Kerry currently writes monthly for fifteen national trade and management magazines whose editors have dubbed him “The Nation’s Business Psychologist.” He is also the author of six best selling books including, MASTERING THE GAME (Louis & Ford), PEAK PERFORMANCE: HOW TO INCREASE YOUR BUSINESS BY 80% WITHIN 8 WEEKS (Prentice-Hall), and WILLPOWER: THE SECRETS OF SELF-DISCIPLINE. His weekly newsletter THE WINNING EDGE, is read by thousands around the globe on new research on sales psychology. In the 1970’s, Kerry spent two years competing on the International Grand Prix Tennis Tour. He played both singles and doubles matches against some of the world’s top tennis players. Kerry was also recognized by the U.S. Jaycees as one of the Most Outstanding Men in America. Hal Becker
Author Hal Becker is a nationally known expert on Sales, Customer Service, and Negotiating. He conducts seminars or consults to more than 140 organizations a year. His client list includes IBM, Disney, New York Life, Continental Airlines, Verizon, Terminix, AT&T, Pearle Vision, Cintas, and hundreds of other companies and associations. At the age of 22, he became the #1 salesperson among a national sales force of 11,000, for the Xerox Corporation. Six years later in 1983, he survived terminal cancer only months after launching Direct Opinions, one of America’s first customer service telemarketing firms that facilitates more than two million calls per year with offices throughout the U.S.A. and Canada. In 1990, Hal sold Direct Opinions to devote time for consulting and presenting lectures around the world. Hal is the author of “Can I have 5 Minutes Of Your Time?” which is now in its 18th printing and is used by many corporations as their “Sales Bible.” He has also authored two other best sellers “Lip Service,” one of the nations foremost books on customer service, and “Get What You Want,” a fun, upbeat and fresh approach to negotiating. He has been featured in publications including The Wall Street Journal, Inc Magazine, Nations Business and hundreds of newspapers and Radio/TV stations around the world, and is currently syndicated in over 45 newspapers and magazines. Hal has received the Toastmasters International Communication and Leadership Award. He is one of only eight people in the world to be given this honor. Inc. Magazine has voted Hal as one of the nation’s top speakers in the Area of Sales and Customer Service. He is also a CSP, or Certified Speaking Professional, which is the highest earned designation presented by the National Speakers Association. The CSP award has been given less than 500 times in the past 25 years. Hal’s civic involvement is quite diverse. He is a past Chairman of his Chamber of Commerce, and has served as a trustee of the following organizations: The Better Business Bureau, March of Dimes, Council of Smaller Enterprises, University of Akron Business School, Cleveland Health Museum/Natural History Museum, Healthy Cities Ohio, and Montefiore Nursing Home. After battling terminal cancer, Hal founded the Cancer Hotline, a non profit organization that provides support and assists cancer patients and their families. He donates proceeds of his books to this cause. Professor Craig Lemoine
The American College As a former Senior Planning Manager, financial advisor, team manager, and adjunct faculty member, Lemoine brings a blend of expertise in financial theory, software planning tools, and practical business experience to The College. As the Assistant Professor of Financial Planning, Lemoine’s responsibilities include accountability for the HS 300 Financial Planning: Process and Environment and GS 811 Security Analysis and Portfolio Management courses, preparing and revising study materials, including textbooks and associated exam materials, and staying current in his specialty by publishing professional, scholarly, and technical articles. He also provides community outreach as a guest speaker, representing The College at various events. Since starting his career in 1998, Craig Lemoine has also taken a special interest in financial planning software. He worked for a financial planning software company as a design analyst. During that time, Lemoine analyzed competing software systems and realized that this technology was extremely important to the financial planning process. He trained life insurance agents on utilizing software for estate and retirement planning purposes, teaching them to look beyond cash flow statements and advance their practices. Lemoine graduated from Texas Tech University with his BS in Family Financial Planning in 1999 and is expected to graduate in May of 2009, with his PhD in Consumer Economics. He earned the Mary Ruth Pierce Award for Graduate Studies in 2004 and 2005 and has been widely published in professional financial journals. Lemoine is a member of the Financial Planning Association and the Academy of Financial Services. Nolan Baker
Investment Professional Nolan Baker, a Veteran of The United States Marine Corps and the founder of The Retirement Specialists of Northwest, Ohio. Nolan along with Estate Planning Attorney Mark Clair host “The Retirement Guys” radio show since 2001, they are featured weekly in The Toledo Free Press with a circulation of over 120,000, appear regularly on TV, and host bi-monthly workshops. Curtis V. Cloke
CEO and Founder Thrive Income Distribution System, LLC Curtis is a Financial Advisor located in Burlington, Iowa where he has served his clients since 1987. He was recognized in 2009 as a top five finalist for Senior Advisor of the Year by Senior Markets Advisor Magazine. Curtis is the immediate past president of his local NAIFA chapter, qualifying member of Top of The Table with MDRT and member of the Society of Financial Service Professionals. A specialist in retirement income distribution and estate planning services, Curtis is also a recognized speaker and trainer in these areas. He is a leader in both the financial services industry and his community, serving on many boards and committees. In 1999, he began development of a retirement income process for his clients that is now available to financial advisors nationwide: Thrive Income Distribution System®. Sam Cione
President Integrity Wealth Management, Inc. Samuel Cione, a resident of Sarasota, Fla., started his own firm in 2002 after working for a wirehouse for years. At Integrity Wealth Management Inc., he has made seniors a cornerstone of his practice. His focus is to build trust and a sense of community. One way he does this is through client events that he hosts every six weeks. As Cione says: “I tell new prospects to come and see 200 or so other people who trust me. I’ve worked to become embedded in the fabric of the community.” Jay Grubb
President Key Financial Partners Jay Grubb of Key Financial Partners in Gwinnet Country, Georgia is a financial, retirement and estate planning specialist. His focus is in the unique needs of high net worth individuals, business owners, retirees, entertainers and professional athletes. Over 90% of Jay’s business comes from joint work with other financial professionals. Most advisors look at each other as competition where Jay specializes in niche planning and brings value for the advisors clients. Jay was recently named as “one to watch” and earned the industry’s esteemed “4 Under 40″ for his significant professional accomplishments by the age of 30. He can be reached at jgrubb@keyfp.com. Honey Leveen
President Your Insurance Specialist LLC I’ve had my insurance license since 1988 and have been specializing in Long-Term Care Insurance (LTCi) since 1990. I’ve earned many sales and achievement awards, had many articles published, and spoken widely. Since then, she has become one of the top 50 in the nation of long term care experts and is a Partner in the nation’s largest and most successful long term care brokerages in the nation. Perhaps my greatest advantage is that I am able to fairly and accurately compare and sell for many different carriers. I always place the clients needs before mine. My Commitment I help people make a wise and knowledgeable decision about long term care insurance coverage that meets their emotional and health needs while fitting comfortably into their budget. I am dedicated to providing the best long-term care solution for each client – creating protection for families and their assets. I act with a sense of compassion, integrity, and expertise. Stefanos J. Loisou
President Financial Workshops/Strategies for Life Stefanos Loisou has been involved with financial services and helping people and businesses with their financial security needs for over 35 years. In fact, Stef has been recognized as a consummate professional by his industry peers as he has been selected as one of five finalists for the nationwide title as senior advisor of the year for 2008. He is also a member of the exclusive Top of the Table group of the Million Dollar Round Table, the recognized international, professional organization emphasizing knowledge, service and commitment to clients. Additionally, Stef produces and hosts a weekly financial radio program just north of Boston, MA, which is also accessed through the internet ., He also co-hosts a nationally syndicated financial radio program along with Attny. William Bailey. He has authored articles on planning issues and strategies and has been interviewed on national radio regarding his unique planning strategies and success in his field. Through informative, educational, periodic workshop/seminars, Stef has been able to assist many people each year in preserving, protecting and enhancing their assets. He has been applauded for conveying many strategies and planning concepts in a simple, understandable manner. Providing information and assistance on wealth accumulation and retention strategies, Stef has been adept in tailoring unique planning concepts to individual needs and achieving dramatic results, often resulting in tax-free growth and more importantly, tax-free income for life! His group sessions and resultant follow-up visits are conducted in a friendly, entertaining manner. Utilizing various strategies, including home equity management, charitable giving, family foundations, and other successful tax and insurance strategies, Stef has been able to assure the enhancement and growth of family assets, and, if desired, see that they become multi generational. His unique planning concepts emphasize guarantee of principal, unlimited growth potential, elimination of risk, and maximization of income as well as legacy enhancement. His unique ‘income for life’ strategies are employed by many of his mature clients assuring them that they will never outlive their income. Family has always been important to Stef. A graduate of the University of Massachusetts, where he met his wife Gayle, his administrative assistant and co-ordinator, Stef and Gayle have been married for over 37 years. They have two married children and one granddaughter. He is actively involved in many civic and professional organizations including the Shriners’ Hospitals endeavors and the Alpha-Omega organization. Stef is guided by the importance of family, faith, reputation and integrity in everything that he does. Van Mueller
Registered Representative Wisconsin Agency of New England Financial Services Van Mueller, LUTCF, is a Registered Representative with the Wisconsin Agency of New England Financial Services. January 23, 2009 marks Van’s 36th year as an insurance agent. He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of the Table for the last fourteen years. Van has served as an LUTCF moderator in the past and is looking forward to doing so again. He also served as President of the Milwaukee Association of Insurance and Financial Advisors for the 1998-99 year. In the past, Van has served as Membership Chairman for both Milwaukee and the State of Wisconsin. Van also served the Annuity Advisory Panel, the Middle Income Task Force, the Sales Idea Committee, and the Program Development Committee for MDRT. He has served as Chair of the Website Task Force and for the last two years served on The Board of Directors for Top of the Table. He is also responsible for the Top of the Table Website. Van’s new endeavor is the Main Platform Committee for the 2005 MDRT Meeting in New Orleans. Van was recently awarded the Milwaukee NAIFA Distinguished Service Award for 2003. He has also qualified for the National Sales Achievement Award, the National Quality Award, the Health Insurance Quality Award, and has qualified many times for the National Association of Health Underwriters Leading Producers Round Table. Van supports many industry organizations. In addition to membership in the National Association of Insurance & Financial Advisors and the Million Dollar Round Table, he is a member of the Association of Health Insurance Agents and the National Association of Health Underwriters. He is also a member of the Society of Financial Service Professionals, an Emissary Contributor to IFAPAC and a diamond Knight of the Million Dollar Round Table Foundation. Van has spoken to groups all over the country and now all over the world, including being a main-platform speaker at MDRT in 1998 in Chicago and the Main Platform Speaker at the 2001 Top of the Table Meeting in Maui, HI. Van was a Main Platform Speaker at the 2003 NAIFA meeting in Kansas City. He has also written many articles for various publications. TJ Pool
President Arlington Senior Alliance After working with IBM for 20 years, TJ entered the Financial Planning, Estate Planning field in the mid 1980s. Over the last 20+ years he has traveled over 41 states training other planners and working with clients. During this time he joined the Society of Certified Senior Advisors and the International Association of Registered Financial Consultants as well as the Financial Planning Association. He is a Co-Founder of Options Marketing, Inc., and the Arlington Senior Alliance, TJ teaches Estate Planning classes in the Tarrant County College System and serves on the Senior Advisory Council of TCC as well as the National Board of Standards in the Appeals Committee for the Society of Certified Senior Advisors. He has also taught at the IBM Marketing Training World Headquarters as well as West Texas State University. TJ is a member of Pantego Bible Church where he served on the Board of Pantego Christian Academy. In 2005 TJ qualified for the Top of the Table of the Million Dollar Round Table. In July of 2007 he was chosen as the National Ethics Bureau Member of the Month for the United States. Phyllis Shelton
President LTC Consultants and LTCiTraining.com Phyllis Shelton is the President of LTC Consultants, a Nashville-based company that she founded in 1991 specializing in long-term care insurance sales training, consumer education and marketing materials. She is widely considered to be the leading long-term care insurance sales trainer in the country. Phyllis’ organization has trained nearly 65,000 agents via live or web-based training and her company has conducted training programs for 10 of the top 15 LTCI insurance carriers. Her newest online training venture, LTCiTraining.com, was developed to meet the mandated NAIC/DRA Partnership producer training requirements in all states. Phyllis was profiled in Senior Market Advisor as one of the top ten professionals in the long-term care insurance industry nationally and has spoken to literally every major industry group including MDRT’s Top of the Table and NAIFA 2010. She received the distinguished LIFE Foundation Client Service Award and her full page client story was featured in the September 14, 2009 edition of Newsweek magazine. She appeared in The Balancing Act, Lifetime Network’s early morning show for women, on July 14, 2010 to emphasize the impact of long-term care on women. Phyllis is a frequent contributor to industry publications such as Advisor Today, Life Insurance Selling, California Broker, Financial Planning, and National Underwriter and authors the consumer book LONG-TERM CARE: Your Financial Planning Guide (LTCi Publishing, 2008) as well as Phyllis Shelton’s LTCI Worksite TOOLBOX (LTCi Publishing, 2010). Her newest initiative is a Fall Tour beginning September 15, 2010 on LTCI Worksite and Combo Products in Seattle, Atlanta, Orlando, Chicago, Dallas, Los Angeles and the Philadelphia/New Jersey area.. She has been featured extensively in the Wall St. Journal and appeared in a two-hour PBS documentary on caregiving. She has presented on Wall St. as well as CNNfn and National Public Radio. She is a consumer reference for such publications as Kiplinger’s Personal Finance Magazine and her interviews include USA Today, Business Week, Consumer Reports, Money, Smart Money, and National Public Radio. Ms. Shelton speaks nationally on the tremendous financial impact of long-term care and the incredible marketing opportunity for agents who make the commitment to get in on the cutting edge of the fastest growing insurance product in the nation. While sharing the main platform at the annual NAILBA conference with former U.S. Senator Bob Dole, she was regarded as “the most prolific speaker/trainer in the long-term care insurance marketplace.” Chad Slagle
Founder & President Slagle Financial Financial expert and investment advisor, Chad A. Slagle, is the founder and president of Slagle Financial, a comprehensive financial services firm located in St. Louis, Missouri, with satellite offices in southern Illinois. With more than 15 years of experience, Chad’s success as an advisor can be partially attributed to his multidisciplinary approach to financial planning. Slagle Financial collaborates with an exclusive network of estate planning attorneys, CPAs and financial professionals on a client’s behalf to develop custom financial plans that incorporate a full range of strategies, products and services. Chad has also become a well-recognized name as a local financial expert, having been called upon numerous times by St. Louis NBC and Fox affiliates to address the latest financial news. Chad is also a contributing columnist for several publications throughout Illinois and Missouri. He is a member of the exclusive Million Dollar Round Table (MDRT) “Top of the Table” group, has been accepted into the National Ethics Bureau (NEB), is a graduate of Illinois College and is working to complete his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation with Kaplan University in Chicago, Illinois. Dave Williams
President RDW Financial Group Financial Advisor Dave Williams, president of Brownsburg based RDW Financial Group was named 2009 Advisor of the Year by Senior Market Advisor Magazine. Dave Williams is originally from Philadelphia, PA. He has been a “transplanted” Hoosier for the past 30 years. Dave strives to educate his clients on how to invest profitably and avoid loss by providing conservative options. He is dedicated in properly helping his clients reap the rewards of a well planned retirement. In addition, Dave is a well established speaker in Indiana and is committed to educating the community with his workshops on topics relating to conservative alternatives. Dave is a graduate of Indiana University with a BS in Finance. He is also a member of the National Ethics Bureau. He resides in Indianapolis with his wife of 28 years, 3 mini-Daschunds. He is also a proud grandparent to his granddaughter, Elly. |
