Curtis V. Cloke of Iowa is an award-winning international speaker, educator and author as a retirement expert. His presentations are entertaining, inspirational and educational. Curtis serves as an Adjunct Instructor for The American College of Financial Services as part of the educational team of experts who helped develop curriculum and content for the new online RICP® (Retirement Income Certified Professionals) designation program. In 2009, Curtis was also recognized as a top five finalists for “Advisor of the Year” by Senior Markets Advisor Magazine. He is a 20-year member of MDRT, with 3 Court of the Table and 12 Top of the Table honors. In addition to MDRT, he is also a member of the Forum 400, NAFIA, Society of FSP and many other industry associations. Curtis is a financial life planner with over 30 years of experience serving clients around the US from his Burlington, Iowa office. He focuses on business, estate and retirement planning.
Curtis V. Cloke
Darren Ulmer is living proof that a cancer diagnosis shouldn’t be a death sentence. Darren, who is from Saskatchewan, is a sought after, International key note and inspirational speaker on Living Benefits, especially Critical Illness and Disability Insurance. His presentation has been translated into 9 different languages and seen on the Main Platform at MDRT, as well as the Main Platform in Macau, China, Indonesia and all-around North America. Darren has been featured as a key note speaker at the World Critical Illness Conference in Victoria, Canada, the Advocis Banff School in Banff, Canada and speaks for NAIFA in the United States.
Darren is a Certified Financial Planner, Certified Health Specialist and Elite Partner Advisor with Sun Life Canada. He has been a Financial Advisor for 14 years, an Advocis member for 14 years and a qualifying member of MDRT for 8 years.
Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, AEP® (Distinguished) is an advisor at New York-based Strategies for Wealth. He has 38 years of experience providing services in four core areas: Estate Planning, Exit Planning for the owners of closely held businesses, Distribution Planning for those at or near retirement, and Investment Coaching.
He was inducted into the NAEPC Estate Planning Hall of Fame® in 2017. Often known as the experts’ expert, he has helped hundreds of individuals move closer to their full financial potential. He is a reknowned practitioner with The Living Balance Sheet® and serves on The Living Balance Sheet design team and is a The Living Balance Sheet faculty member.
Michael Morrow of Thunder Bay, Ontario, is a life and qualifying member of the Million Dollar Round Table and the author of four books. Get the edge you need with Mike Morrow’s proven, one-of-a-kind tips, tools and tactics that will drive sales and demonstrate client value. Today many of the world’s most successful advisors have grown their business by implementing Morrow’s ideas. He has presented to companies all over North America, Asia, Australia and New Zealand and at MDRT events including speaking at 4 MDRT annual Meetings.
With 47 years in the business, Solomon Hicks shows no signs of slowing down. He is an internationally sought-after speaker, career coach, author, and consultant. He is the founder and CEO of Hicks Global Enterprises, Inc. Sol has 12 Number One trophies to his credit. Seven of them were earned during his more than 35 years with Prudential Financial. He is one of only two agents in Prudential’s 130-plus-year history to finish Number One seven times. He is the author of three books: Wise Guys Finish First; The Secret Life of a #1 Salesman and Making Disciples. Sol is a life and qualifying member of the Million Dollar Round Table. This includes 21 times making the Court of the Table (COT), and for the past 18 years in a row he has reached the Top of the Table (TOT). For the past 10 years, he has accomplished that before the end of the first quarter!
Lorne Schecter of Montreal-based L.E.S. Financial specializes in living benefits insurance for doctors and other healthcare professionals. He is licensed in all Canadian provinces and territories and travels extensively for business. He writes about 300 cases per year. Although Lorne sells a great deal, he does not believe in selling fast. He gets to understand prospective clients well before he will make a recommendation. This approach is aligned with his firm’s strategy of offering the highest in quality and personalized service to each and every client.
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.