Fred Cacciotti, CLU, was a professional singer, composer, guitarist & recording artist from 1967 to 1971. He performed with Neil Diamond, Janis Joplin, & The Band, to name a few. He entered the Life Insurance business in 1971 and immediately became a member of Advocis making it 49 years on May 17, 2020.
He still performs to this day at church and charitable events to raise funds for their many different needs. He never receives any compensation, but simply likes to think he is “giving back”.
In the financial industry since 1992, Adrian started his own practice 10 years ago. With no natural market, today Adrian’s fee-based practice is focused exclusively on the unique challenges and opportunities of medical professionals. He is a member of the Conference for Advanced Life Underwriting, The Society of Trust and Estate Practitioners, and the Million Dollar Round Table.
This focus on creating a niche market has allowed Adrian to achieve 4 Court of the Table and 2 Top of the Table honours with MDRT, while working less than 30 hours per week. He is actively involved giving back through his work on various CALU and MDRT committees and mentoring, while ensuring his young family is kept a priority.
Adrian will look to share ideas on how to start working with your preferred niche, and how to ensure your referrals are pre-qualified, consistent, and match your ideal client profile.
Libby is committed to helping her clients achieve an abundance of wealth in all areas of their life – financial and beyond. Appreciating the whole person and their individual circumstances are part of the exceptional relationship Libby creates. She brings together experts from several financial fields to help her clients realize their legacy.
Upon graduating from the University of Western Ontario, Libby earned her CLU and joined London Life as an agent. In 1998, Libby founded Wildman & Associates and achieved Top of the Table status for insurance and Estate Planning with The MDRT.
In 2018, she joined Davis Rea, a Fiduciary Investment Counsel Firm, as Senior Partner and maintains her role as helping people create abundance and certainty in their financial life.
In 2014, Libby was named a ‘Woman of Influence‘ in by the Insurance Journal. She is a lifetime member of ADVOCIS and a member of CALU.
Libby’s drive to give back also had her create The Collective: An innovative community for women entrepreneurs to share their business challenges at curated tables of other women, who then offer real time experiential solutions.
Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services located in Pasadena, California, and serves as financial advisor to individuals, business owners, and high net worth families. Prior to founding his own company, he was a standout financial advisor at New York Life, making Chairman’s Council and finishing his career there as the highest producing advisor in the history of the African American market.
Early on, Eszylfie had a vision that centered on how to improve his market, not selling products. Based on his own experience, he created The Taylor Method, a sales process teaching tool for financial advisors.
Eszylfie has been a MDRT Top of the Table producer since 2011. In 2015, he received the NAIFA’s Advisor Today Top 4 Under Forty award. In 2018, he was featured as THE financial advisor in a national LinkedIn commercial campaign “In it together.”
Eszylfie has continued to contribute to his community throughout his career. Since 2003, his non-profit, Future Stars, hosts a basketball camp for underserved youth, instilling in them the tools he uses to achieve success: hard work, perseverance, integrity, and sacrifice.
Gail B. Goodman, affectionately known as The PhoneTeacher, has been recognized within the financial services industry as the premier appointment setting trainer. For over three decades, she has created training materials that accurately reflect our phoning culture. Her recent book, “Modern Appointment Setting” was written to help all salespeople and managers to adjust to the era of robocalls and no one picking up their smartphones.
Gail continually updates her training programs. The videos, newsletters, audio lessons and live seminars that make up her comprehensive training programs are designed to share the best ideas in the industry. We all need to know how to coordinate technology, phone calling and face-to-face marketing into a modern approach. If you haven’t changed what you’ve been doing in that last few years, you’re probably out-of-date.
Gail lives on a horse farm outside of Nashville with her husband and too many animals.
David E. Appel is a Managing Partner at Appel Insurance Advisors, LLC.
A 1992 graduate of the Whitman School of Management at Syracuse University, David built his practice with a consultative, service oriented approach to personal and business insurance planning. His primary focus is generational wealth transfer goals, as well as helping clients protect their families and businesses from the financial pitfalls of death, disability, and long term care expenses.
In 2004, he was highlighted in NAIFA’s National publication, Advisor Today, in an article portraying four top Advisors and community leaders in the United States under the age of 40.
David was the past President of NAIFA Boston, and served on the NAIFA- Massachusetts State Board. He is a member and former board member of the Boston Estate Planning Council, and is one of a few Licensed Insurance Advisors in the Commonwealth of Massachusetts. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP®) designations. David has spoken at life insurance industry meetings internationally and throughout the United States while maintaining his active involvement with several philanthropic organizations.
Van Mueller, LUTCF, is one of the leading advisors in the United States. He is an active member of Million Dollar Round Table, having qualified for Court of the Table in 1990 and Top of the Table for the last twenty-three years.
Van has spoken to groups all over the world, including as a Main Platform speaker at the MDRT Conference in 1998 in Chicago, the Main Platform Speaker at the 2001 Top of the Table Meeting in Maui, HI, and Main Platform speaker for the MDRT Experience in Tokyo, Japan in 2008.
Van was named the 2010 Advisor of the Year by Senior Market Advisor Magazine. 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.
There’s no one like Jim Ruta to re-energize and motivate financial advisors to reach new heights of performance. As MC of every Canada Sales Congress since the beginning in 2013, his blend of insight, humour, and experience has contributed greatly to their success. Jim’s mission is simple – to preserve, promote and propel the financial advisor business. A former insurance advisor and executive manager of a 250-advisor agency, Jim has spoken 4 times at the MDRT Annual Meeting including the Main Platform. He writes for popular advisor publications, including Insurance Journal.