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
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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).
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