To Be Announced


 

 

 

 
   


Mr. Rick Dugger

President
Vector One
www.vector-one.com
1-800-851-8559
Vector One is the least expensive, most cost-effective agent screening and due diligence tool available to the insurance industry…period. Vector One’s Debit-Check.Com contains a data base of approximately 30,000 agents that owe a commission-related debit balance to a Vector One member company. Vector One's Debit-Check.Com provides powerful information to managers and executives that are accountable for the bottom line impact of agent performance. If you have ever wondered how much new premium revenue you have to generate to offset debit balance loss, or if you are about to expand the size of your agent force, Vector One is a great opportunity for your company. It is not often that something this inexpensive can potentially save your company thousands of dollars. Vector One provides specific information addressing a very costly problem, tailored for your specific industry…several NFCA companies are already successfully using Vector One!

Vector One’s founder and CEO, Rick Dugger, started Vector One in 1989, after a successful career with three Fortune 500 companies, to help companies manage relationships with agents who have histories of "company jumping," leaving debit balances in their wake. Vector One's Debit-Check.Com is the only central reporting vehicle that addresses this very important information and makes it available to the insurance industry. Vector One is truly “due-diligence insurance for the insurance industry. The information in Vector One’s database is not available anywhere else.

 


 

Mr. Joe Valenzano
EP Global Communications
www.eparent.com

 


 

Mr. Larry Moore
Western Regional Director
John Hancock
(206) 409-7527
lamoore@jhancock.com
Nearly 17 years in the Long Term Care Insurance Industry. Much of that time actually advising clients personally in this area. Larry started his career with AMEX Life, an American Express company which was later acquired by GE Capital. Shortly after the acquisition, Larry opened an Edward Jones branch in the San Francisco Bay Area and built that franchise until he was recruited to participate in a start-up company in Seattle. The start-up lasted 2 years until funding ended and he was recruited to join Prudential Financials Long Term Care Operation as their Western Regional Sales Manager. In November of 2005, he was later recruited to join John Hancock’s as their Western Director for Long Term Care sales.

Larry was born and raised in the San Francisco Bay area. Attended the University of San Francisco where he earned a BS in Finance and Economics and later returned to USF and Earned his MBA. Larry now resides in Mill Creek, WA with his wife Kristin and their three children.

 


 

Richard T. Best
Kettley Publishing Company
www.kettley.com
888-553-8853

Richard Best is the Director of Corporate Accounts at Kettley Publishing, with primary responsibility for the company’s institutional sales and corporate relations. Rich brings 25 years of financial services experience to Kettley as an advisor, sales manager, regional manager, Director of Management Training, General Agent and Managing Director. In his role as the relationship manager for corporate accounts, Rich has been working with sales management, field development, and recruiting managers on strategies to increase productivity, increase revenues and attract quality candidates. Rich completed course work at The College for Financial Planning, Denver and passed the CFP exam in 1990.

 


 

Mr. Don Blanton (sponsor/speaker)
President
MoneyTrax, Inc.
www.moneytrax.com
1-985-674-7842

Don Blanton is the owner and president of MoneyTrax Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry. MoneyTrax was founded in 1994, and has gained national recognition for its unique and easy-to-use client-centered financial software. Don is a nationally sought after seminar speaker addressing the top financial planners in the country who utilize his unique communication style and tools to work with their individual clients. His seminars are usually attended by invitation only.
Don began his career in the insurance and investment business in 1986 with Gilsbar Financial Services, Inc., a third party administrator, recognized all around the country for it’s work with professional associations. Don was a leading agent with Gilsbar from 1986 through 1996 when he left to devote more of his time to MoneyTrax and the continued enhancement of the “Circle of Wealth” System. Don continues to see clients and is active in the sale of life insurance and securities. He currently holds the LUTC, CLU, and ChFC designations.

Don has been married 28 years to his college sweetheart. He is the proud father of two wonderful children: James Robert is 23 and graduated with a degree in finance from Southeastern Louisiana University and Annah Kate is a Junior at the University of Mobile (AL) majoring in business. Don and Connie live in Mandeville, LA, on the northshore of Lake Pontchartrain just 30 minutes from New Orleans.



 

Mr. Robert Ritter (sponsor/speaker)
President
InsMark, Inc.
www.InsMark.com
1-925-543-0522

Bob Ritter, Chairman/CEO of InsMark, has been in life insurance sales and sales management for over four decades. Fresh from Williams College with a degree in Psychology, Bob started with Mass Mutual in northern New Jersey. At age 26, he was appointed General Agent by Mass Mutual in Oakland, California -- the youngest General Agent ever appointed by that company. Three years later he took over a New York City agency for Mass Mutual where he was twice awarded the National Manpower Award, the company’s most prestigious award for the development of sales leaders.

In the early 1980s, Bob formed InsMark, a company dedicated to producing transferable marketing techniques for a wider group of producers. The success of InsMark has been phenomenal as 150+ companies have sponsored InsMark products utilized by over 30,000 producers.

Bob is a life member of MDRT and was a qualifier for Top of the Table and International Forum until the growth of InsMark required all of his time. A dynamic and entertaining speaker, Bob was featured at the 1995, 1996, and 2004 MDRT annual meetings as well as the 2002 (Main Platform) and 2004 Top of the Table, and 2003 and 2006 (Main Platform) International Forum.

Bob is a past member of the MDRT Foundation’s Board of Directors and a member of the Split Dollar Sub-Task Force of the Association of Advanced Life Underwriters (AALU). Bob is also the Founder and Past President of the Diablo Advocates, an organization dedicated to youth opportunities as well as an Honorary Faculty Member of Children’s Hospital Medical Center and Research Foundation (Oakland, CA) specializing in an insurance-related curriculum as it relates to planned giving.

Bob is a graduate of Williams College, and he and his wife, Laurel, live in Alamo, California. They have eight children and 20 grandchildren.

 


 

Edwin J. Pittock, CSA (sponsor)
Founder
Society of Certified Seniors Advisors
www.csa-csa.com
1-888-828-9256

When Ed Pittock founded the Society of Certified Senior Advisors in 1996, he sensed he was filling a sizable need among America’s seniors and the myriad professionals that serve this fast-growing population. Little did he realize back then just how huge that need was.

It was only logical; Ed reasoned back then, that the many professionals who catered to the over-55 population would benefit from a cohesive and comprehensive training program that dealt with the issues foremost in the minds of America’s seniors.

Issues regarding mental and physical well being, financial solvency, residency options, plus the many spiritual, legal and moral questions that runs through peoples’ minds as they begin to age.
To create the kind of training he had in mind, Ed turned to experts in geriatric medicine, gerontology, elder law, financial planning, accounting and spiritual guidance among others.
The result: the renowned Certified Senior Advisor course that has become the gold standard in training professionals who serve the senior population.

Now, less than a decade since its inception, the Society of Certified Senior Advisors has become the world's largest premier organization of its kind. More than 23,000 individuals have enrolled in the exclusive CSA training, and countless seniors have benefited from the sensitive and informed advice they’ve received from those who earned the coveted CSA designation.

Today, Ed Pittock is an in-demand speaker who is highly regarded for his keen insights into the social, economic and health patterns concerning older adults. His enthusiasm for ethics and for meeting the needs of the senior market is a breath of fresh air in today’s business climate — an enthusiasm that is nothing short of contagious.

Ed has addressed over 50,000 professionals and thousands of seniors on priority senior issues. He was named Speaker of the Year by the National Society of Accountants and was a delegate to the White House Conference on Aging in December 2005. He has published articles in many senior magazines and professional journals and wrote the booklet Ageless Wisdom for Ageless Living, which sold 200,000 copies in five months.

Ed is a member of the National Council on Aging, the American Society on Aging, the Gerontological Society of America, Business Forum on Aging, and Colorado Gerontological Society.

He may be reached at 303-757-2323, ext. 201.

 


 

Data On Call
Corporate Messaging Solutions


Headquartered in San Diego, California, Data On Call offers a complete suite of inbound and outbound Internet fax services to improve the efficiency, reliability, and cost-effectiveness of business-critical fax communications. Our Internet fax services, offering fast and easy implementation, enable companies to dramatically reduce costs, while improving service levels and performance.

Services include: inbound/outbound email & Internet faxing for users, inbound/outbound email & Internet faxing for developers, fax broadcasts (full- and self-service), fax on demand, and custom applications. Visit us at www.dataoncall.com to learn more about our company and capabilities, or contact us at 888.429.4615.

Rachel Zimmerman is the Marketing Manager for Data On Call. She has several years’ experience creating, implementing, and overseeing the marketing communications programs for companies throughout North America. Rachel’s specific expertise is in technology, outsourcing, non-profits, chemicals, and manufacturing. She holds a B.A. in Communications from Hofstra University (Hempstead, Long Island, NY).