Mr.
Paul Lee, Vice President, Sales
Sales Activity Management
Paul.lee@SAMinspires.com
www.salesactivitymanagement.com
Paul
Lee is Vice President of Sales for Sales Activity Management, Inc.,
which provides activity-based planners, training, consulting, eScoreboard
and eRewardBoard software to most of the major financial services
and insurance companies in the country. Paul is responsible for
driving the day-to-day product sales and sales operational areas
for SAM. He is committed to inspiring confidence in the future and
to help producers and managers achieve their sales, recruiting and
retention goals.
Before
joining SAM, which now has over 50,000 clients nationwide across
companies like (Securian, Ameriprise, American General, AXA Advisors,
Bankers Life, Knights of Columbus, New York Life, Northwestern Mutual,
Principal Financial, Prudential to name a few) Paul has spent the
past fifteen years in sales and management across mostly the enterprise
software and financial services and insurance industries.
Sales
Activity Management’s mission is to help sales professional
succeed and managers to lead…by providing the most effective
activity management solutions available anywhere…that inspire
confidence and success.
Paul
is a 1992 graduate of Tiffin University in Tiffin, Ohio and holds
a Bachelor’s of Business Administration and Sports Management
degree. Paul was a four year varsity baseball player at Tiffin and
served as co-captain his senior year. He also held several positions
within the Phi Theta Pi business fraternity while at Tiffin. Paul
resides in Schererville, Indiana with his wife of 10 years, Tracy,
and their two children Isabella and Jacob.
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.
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.
Michael
B. Levin
Entertainer
www.michaelblevin.com
From
Old Blue Eyes to blue-eyed soul, multi-talented Michael B. has it
all! His amazing voice along with this live band takes your audience
on a memorable journey through some of the greatest music of all
time. From the classic crooners including Sinatra and Bennett to
R&B greats like Luther Vandross and Brian McKnight, Michael
B. does them all and many more. He is currently featured on Nicholodean’s
“Hey Arnold.” Michael has shared the stage with Donna
Summer, Jeff Foxworthy, Paul Rodriguez and many others. Michael
was the main event at Christian Slater’s birthday bash in
Hollywood.
John
DeVincent
Executive Vice President, Marketing
eMoney Advisor
www.emoneyadvisor.com
John
DeVincent is Executive Vice President of Marketing. Mr. DeVincent
started at eMoney as the Vice President of Product Management, working
closely with advisors to develop the eMoney system. He quickly took
on new roles to assist the company to market by developing Customer
and Sales Support, Training and Marketing departments. He was instrumental
in the of the development of the award winning software solution’s
customized marketing packages which today are an intrinsic component
of the company’s offering to advisors. He has launched numerous
versions of the system and new marketing packages for advisors.
Prior
to joining eMoney, Mr. DeVincent was the Senior Director of Content
Management and Director of E-Commerce for VerticalNet. There he
was a Senior Management Executive in software application deployment
in the B2B and e-commerce retail product environment. This encompassed
full product creation and lifecycle experience including execution
of product management, product marketing, operations, and business
planning.
Mr.
DeVincent gained his market knowledge as an Investment Advisor (holding
Series 7 and 63 licenses) for Valley Forge Asset Management where
he started his career. Mr. DeVincent went on to develop a retail
chain of sporting good stores where he expanded the footprint and
launched the company’s e-commerce facilities.
Mr.
DeVincent is a graduate of La Salle University where he earned a
Bachelor Degree of Science in Finance in 1985.
Mr.
Joe Valenzano
EP Global Communications
www.eparent.com
Edward Baran
National Association of Professional Agents
napa-benefits.org
Richard
L. Dugger
R.L. Dugger Enterprises, Inc. dba
Vector One
rldugger@vector-one.com
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