C
Dear friends, I am pleased to share with you the 2016 Million Dollar Round Table (MDRT) Overview. In this booklet, you will find updated statistics and information about MDRT’s membership and programs. Last year, MDRT had more than 43,000 financial professionals join the organization. We also experienced record attendance at the 2015 Annual Meeting, with more than 8,000 members traveling to New Orleans for three days of Main Platform presentations, educational Focus Sessions and networking. The MDRT Experience and Global Conference, which took place this January in Hong Kong, provided more than 8,000 attendees with the opportunity to experience the benefits of MDRT membership. A vibrant and growing membership and record attendance at meetings is a testament to the value of belonging to MDRT — The Premier Association of Financial Professionals®. Throughout our 89-year history, MDRT has been committed to delivering access to innovative ideas and generating inspired growth for our members. In addition, the MDRT Foundation continues to improve lives — whether it’s repairing homes damaged by Hurricane Katrina in New Orleans, preparing meals for people in need in Hong Kong, or helping to bring clean drinking water to people throughout the world. The time and talent that MDRT members contribute to help make the world a better place is admirable, and in this booklet you will find an update about the MDRT Foundation and the various ways members can get involved. Thank you for taking the time to learn more about MDRT. If you have any questions about our products, services or benefits, please contact MDRT’s Marketing and Communications Department. Sincerely,
Brian D. Heckert, CLU, ChFC MDRT President
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MDRT Quick Facts (as of August 1, 2015) Members ...................................................... 43,190 Companies represented ...................................... 501 Nations and territories represented ......................... 67 Members from the United States ........................ 9,966 Members from outside the United States ........... 33,224 Court of the Table ............................................ 6,174 2
Top of the Table ............................................... 2,169
Table OF Contents
Executive Committee............................... 4 Management Council.............................. 6 Membership Qualifications........................ 7 Membership Categories........................... 8 MDRT Statistics..................................... 9 Membership Statistics............................. 11 What’s New At MDRT.. . . . . . . . . . . . . . . . . . . . . . . . . . 12 MDRT Meetings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 MDRT Code Of Ethics. . . . . . . . . . . . . . . . . . . . . . . . . . . 16 MDRT Foundation.................................18 MDRT Past Presidents............................... 22 Staff & Departments................................ 26 Contact Information............................... 27 1 3
MDRT
Executive Committee MDRT is governed and managed by a fivemember Executive Committee duly elected each year by the membership. The 2016 MDRT Executive Committee includes: BRIAN D. HECKERT, CLU, ChFC, of Nashville, Illinois, is the President of the MDRT Executive Committee. He is a 28-year MDRT member with seven Court of the Table and nine Top of the Table honors. He is a Legion of Honor Excalibur Knight of the MDRT Foundation and a member of its Inner Circle Society. His Round Table volunteerism includes speaking at the MDRT Annual Meeting and MDRT Experience and Global Conference, as well as service on multiple MDRT committees and task forces. He served on the MDRT Foundation Board of Trustees for three years and was Divisional Vice President three times. Heckert is the founder and managing member of Financial Solutions Midwest LLC, a financial planning firm focused on creative retirement plan design and income distribution planning. CAROLINE A. BANKS, FPFS, of London’s West End, is the MDRT Immediate Past President and a 27- year MDRT member with 22 Top of the Table honors. She is managing director of Caroline Banks and Associates, one of the first firms in the U.K. to be recognized with the prestigious Chartered Financial Planning designation. Banks is active in the New Model Adviser movement in the U.K., and her firm was awarded inclusion in Citywire’s Top 100 Advisers in 2013 and 2014, which recognizes outstanding achievements in the U.K. financial advice community. Banks is an active volunteer for the MDRT Foundation, achieving Diamond Knight status, and was presented with the Quality of Life Award for her work in assisting the PSP Association in battling progressive supranuclear palsy (PSP). 4
MARK J. HANNA, CLU, ChFC, of Concord, California, is the First Vice President of MDRT. He is a 28-year MDRT member with three Court of the Table and 17 Top of the Table honors, serving in 2007 as Chair of Top of the Table. He is also a Royal Order Excalibur Knight of the MDRT Foundation and a member of its Inner Circle Society. Hanna is Chairman of Hanna Global Solutions, an employee benefits advisory and administration firm providing global human resource management solutions and CEO of Hanna Insurance and Financial Solutions, Inc., a firm specializing in executive compensation and legacy planning. His Round Table service is extensive, with service on multiple committees and task forces. He has served on many local, state and national boards of directors, including as president of both the Golden Gate and East Bay Chapters of the Society of Financial Service Professionals, president of the National Association of Insurance and Financial Advisors (NAIFA) – San Francisco, and as a member of the National Board of Directors of The Society of Financial Service Professionals. JAMES DOUGLAS PITTMAN, CLU, CFP, of Portland, Oregon, is the Second Vice President of the MDRT Executive Committee. He is a 42-year MDRT member with 16 Court of the Table and four Top of the Table qualifications. He is also a Diamond Knight of the MDRT Foundation and has served on its Board of Trustees. Pittman is founder and president of Insurance Consulting Services Inc., an affiliate firm of M Benefit Solutions. In 2009, he was honored with the prestigious Bud Horn award from the Oregon Association of Insurance and Financial Planners. He is the past president of the Estate Planning Council of Portland and the Portland Chapter of CLU and ChFC. ROSS VANDERWOLF, CFP, of Fortitude Valley, Queensland, Australia, is the Secretary of the MDRT Executive Committee. He is a 29-year MDRT member with nine Court of the Table and six Top of the Table qualifications and a Platinum Knight of the MDRT Foundation. Vanderwolf, a 34-year industry veteran, is managing director of Rothgard Financial Partners, a full-service financial planning practice. Vanderwolf served on the Finance Committee and MDRT Foundation Board of Trustees. He is a three-time nominee for the Association of Financial Advisers’ Adviser of the Year. In addition, he was awarded AXA Financial Advice Network’s State Adviser of the Year in 2002 and 2007, and National Adviser of the Year in 2007. 5
2016 MDRT
Management Council Management Council is MDRT’s leadership team and comprises the Executive Committee, the MDRT Foundation President and each of the following Divisional Vice Presidents: Mohamad Manmohan Abdullah,................Member Communications ChFC, CLU Committee, Division 1 Michael P. Austin, CFP, ChFC....................... Membership Division Alessandro M. Forte, Dip PFS.........................Experience Meeting Division Roy Hall........................................Business Development Division Peter Hill, ChFC......................................... Productivity Division Todd D. Hruby, LUTCF.....................Annual Meeting PGA Division Sarah J. Kaelberer, CFP, ChFC ............... Annual Meeting Program Development Division Withoon Lertpanomwan.........................Member Communications Committee, Division 2 Hamilton P.B. Poynor, CLU, AEP................Special Projects Division W. J. Rossi, CFP, ChFC........................... Top of the Table Division Clifford P. Ryan, CLU, ChFC................................Finance Division Niti Sharma, LUTCF........................ Practice Management Division Arlyn Tiong Tan, MBA, FChFP................... Client Relations Division John L. Thomas, CLU, MSFS......................... Guided Development Division James V. Durkin, CFP, CLU (ex-officio).................MDRT Foundation
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Membership Qualifications
Production Levels To qualify for MDRT, prospective members must adhere to the highest ethical standards and meet specific production requirements, which are increased annually. Members and prospective members must submit an
MDRT USD 93,000 of eligible commission,
application each year. Additionally,
USD 186,000 of eligible premium or
each member must belong to at least
USD 160,000 income
one recognized financial/insurance association, provided one exists in their country. Qualifications for 2016 membership, based on 2015 production, are at right. Court of the Table and Top
Court of the Table USD 279,000 commission, USD 558,000 premium or USD 480,000 income
of the Table serve as additional incentives for members to increase their levels of production, leading to additional recognition and access to exclusive benefits.
Top of the Table USD 558,000 commission, USD 1,116,000 premium or USD 960,000 income
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Membership
Categories QUALIFYING
LIFE
An individual who is a first-time
Once Qualifying and Life membership
applicant becomes a Qualifying
has been attained, a member may
(Q) member when his or her
choose to apply as a Life (L) member
application and certifying letters
by not including certified production
are approved. Until the 10th year
with the membership application. Life
of membership is attained, the
members must annually submit an
member will be a Qualifying
application and pay dues.
member.
QUALIFYING and LIFE One becomes a Qualifying and Life (QL) member when approved for the 10th year of membership. Qualifying and Life status is maintained in future years by submitting certified production with the membership application.
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MDRT Statistics 2015 TOP 10 MULTINATIONAL COMPANIES 1 AIA Group Ltd, Hong Kong SAR......... 3,853 2 Life Insurance Corporation
of India, India................................... 3,503
3 New York Life, USA........................... 2,739
4 Prudential Financial, USA.................. 2,473 5 Prudential plc, England UK................. 2,159 6 MetLife, USA ................................... 1,846 7 AXA Group France........................... 1,343 8 Manulife Financial Corporation, Canada........................ 1,223
9 Ageas, Belgium................................... 986 1 0 Samsung Life Insurance Company
Limited, Republic of Korea.................... 919
2015 MEMBERSHIP BY COUNTRY 1 United States...................9,996 2 P.R. China ........................5,380 3 Hong Kong SAR...............4,949
4 5 6 7 8 9 10
Japan.............................4,270 India............................... 4,150 Republic of Korea............3,568 Taiwan R.O.C................. 2,486 Philippines.......................1,242 Canada..........................937 Indonesia........................ 860
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Membership Statistics (Global)
ALL MDRT MEMBERS* Total Members
MDRT ONLY
COURT OF THE TABLE ONLY
TOP OF THE TABLE ONLY
43,190 36,869 4,152 2,169
39,743 33,561 4,152 2,030 Qualifying Members
Commissions AV E R A G E 228,328 148,969 354,643 1,189,211 M E D I A N 128,318 116,970 325,622 672,398
Commissions (per case) AV E R A G E 974 899 974 1,341 M E D I A N 1,726 1,538 990 7,902
Cases (lives) AV E R A G E 202 161 317 702 M E D I A N 68 66 82 96
Premiums AV E R A G E 552,611 342,578 885,476 3,566,099 M E D I A N 267,463 237,903 690,846 1,568,411 All figures in USD.
*Includes Court of the Table and Top of the Table.
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Innovative Ideas and Inspired Growth
What’s New MDRT BLOG Members will find ideas and inspiration from leaders in the financial services profession that can take them further in their careers and help establish a better work-life balance. Members can subscribe at www.mdrt.org/blog.
MDRT VIDEO SERIES “Inside High-Performing Offices” This video series provides an up-close look at financial services offices run by MDRT members with high production as well as a highly engaged staff. The video series covers everything it takes for a financial services office to be a success — from implementing solid fundamentals of business to offering clients outstanding customer service. The videos can be found in MDRT’s Resource Zone at mdrtresourcezone.org.
MDRT BRANDING TOOLBOX This online branding toolbox will help members market their achievements and communicate the value of working with an MDRT member to prospects and clients. The toolbox will also include news releases, logos and social media content that members can use to promote themselves in their community. The toolbox will be available later this year on mdrt.org.
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MDRT RESOURCES MDRT offers its members a multitude of tools and resources, including: MDRT.ORG The MDRT website and Resource Zone feature a more modern and user-friendly layout and provide all of MDRT’s resources, tools and information in one easy-to-navigate location. The website is personalized — with a single sign-in, members can access their membership history, preferences and more. Certain areas of the website can be accessed based on membership level. Members are also able to track their production throughout the year.
MENTORING PROGRAM Committed MDRT members provide counseling, guidance and encouragement to aspiring MDRT qualifiers. The two work together to advance the aspirant to MDRT-level productivity to attain membership.
MDRT E-NEWSLETTERS In addition to providing members with the latest information on MDRT and other industry events, these regular updates also offer sales and practice management ideas.
MDRT PODCAST This podcast series showcases MDRT members’ tips for increasing business efficiency, appreciating clients, adding value to your practice and more. Released monthly, each episode can be streamed or downloaded at mdrt.org/podcast.
ROUND THE TABLE MDRT’s bi-monthly magazine features articles by members and industry experts, as well as timely and practical information members can use to improve their overall business.
THE MDRT STORE A one-stop shop for the latest bestselling books, CDs, DVDs and educational materials for top performers, the store also offers insignia items, office accessories and membership plaques.
THE WHOLE PERSON CONCEPT Since it is easy to lose touch with the other equally important aspects of life such as family and community service, MDRT embraces the Whole Person concept and provides resources to help members achieve a balanced lifestyle.
Information about these resources and others can be found at mdrt.org.
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MDRT
Meetings The MDRT Annual Meeting The MDRT Annual Meeting is a one-of-a-kind event known for its rousing Main Platform, educational Focus Sessions, and entertaining special sessions and social events. In addition, MDRT members share their inspiring stories — reminding attendees of how important their work is. Perhaps most importantly, members can network with other top financial services professionals from around the world, building friendships and business relationships that last a lifetime. The 2016 MDRT Annual Meeting will take place June 12–15 in Vancouver, British Columbia, Canada.
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Top of the Table Annual Meeting The Top of the Table Annual Meeting provides an opportunity for the world’s leading financial producers to exchange advanced sales ideas and network. In 2016, the meeting will take place September 21–24 in Quebec City, Quebec, Canada.
MDRT Experience and Global Conference This event, modeled after MDRT’s Annual Meeting, delivers cuttingedge sales techniques and ideas, technical information and motivational concepts to both MDRT members and nonmembers. Past Experience meetings have taken place in Thailand, the Republic of Korea, Japan and Singapore. In 2016, the MDRT Experience & Global Conference took place in Hong Kong January 28 – 30, with more than 8,000 MDRT members and nonmembers attending.
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MDRT
Code of Ethics MDRT members should be ever mindful that complete compliance with and observance of the MDRT Code of Ethics shall serve to promote the highest quality standards of membership. These standards will be beneficial to the public and to the insurance and financial services profession. Therefore, members shall:
4
Make full and
adequate disclosure of all facts necessary to enable their clients to make informed decisions.
2
1
Maintain the highest Always place
the best interests of their clients above their own direct or indirect interests.
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standards of professional competence, and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.
7
Abide by and conform
to all provisions of the laws and regulations in the jurisdictions in which they do business.
5 Maintain
personal conduct that will reflect favorably on the insurance and financial services profession and MDRT.
6
Determine that
any replacement of an insurance or financial product must be beneficial for the client.
3
Hold in the
strictest confidence and consider as privileged all business and personal information pertaining to their clients’ affairs.
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MDRT
Foundation MDRT members founded the MDRT Foundation in 1959 to support causes they were passionate about and create social change. Through the generous support of members and industry partners, the MDRT Foundation awards grants to a diverse range of charitable organizations around the globe. Since 1959, the MDRT Foundation has awarded more than USD 30 million in grants in all 50 U.S. states and more than 70 countries.
GLOBAL CHARITABLE REACH Worldwide grants and Quality of Life grants require a grant application submitted by the charity and the MDRT member endorsing it. These grants are reviewed annually (September 1 deadline) by a committee of MDRT members. Additional grant programs are defined by the Foundation policy and the Board of Trustees. These programs include grants to honor volunteer leaders from MDRT and the MDRT Foundation, charity partnerships in conjunction with MDRT meetings, disaster relief funding, and community charities. To see a complete list of MDRT Foundation grant awardees, visit mdrtfoundation.org/grants/grant-awardees.
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The mission of the
MDRT FOUNDATION KNIGHTS
MDRT Foundation is to increase
The MDRT Foundation is proud to recognize the charitable efforts of MDRT donors. Donors of USD 2,000 or more in cumulative donations are recognized as MDRT Foundation Knights.
member and industry participation and to give funds to worthwhile charitable organizations throughout the world.
KNIGHT LEVELS Royal Order................................... USD 250,000 Excalibur Knight Legion of Honor.............................. USD 100,000 Excalibur Knight Excalibur Knight.............................. USD 50,000 Platinum Knight............................... USD 25,000 Diamond Knight.............................. USD 10,000 Gold Knight................................... USD
5,000
Silver Knight................................... USD
3,000
Bronze Knight................................. USD
2,000
mdrtfoundation.org
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VOLUNTEER SERVICE PROJECTS The MDRT Foundation develops meaningful volunteer service projects and brings MDRT members together to make a difference in underserved communities. By partnering with local charitable community organizations, volunteers get to see firsthand the impact of their investment of time and effort. MDRT members volunteered to prepare and serve nutritious meals for seniors in Hong Kong in partnership with Food Angel. In 2015, MDRT members helped build two homes for low-income families in Cincinnati, Ohio, and completed home renovations for families affected by Hurricane Katrina in New Orleans, Louisiana.
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MDRT
Foundation (continued)
GIVING BACK LOCALLY AND GLOBALLY
r
ate
i
ar
ch
w ty:
In fiscal year 2015, the MDRT Foundation awarded 218 grants totaling USD 1,262,117 to fund a diverse range of charities worldwide. As the 2015 Annual Meeting charity partner, USD 164,084.87 was raised for charity: water to build water projects for people in impoverished communities in Ethiopia and Nepal.
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MDRT
Past Presidents Y E A R
T O TA L M E M B E R S H I P
1927 *Paul F. Clark, CLU, John Hancock, Boston, Massachusetts .................................... 32 Meeting at the Peabody, Memphis, Tennessee 1928 *William M. Duff, CLU, Equitable – New York, Pittsburgh, Pennsylvania .................... 39 Meeting at the Book-Cadillac, Detroit, Michigan 1929 *George E. Lackey, CLU, MassMutual, Detroit, Michigan ...................................... 64 Meeting at the Mayflower, Washington, D.C. 1930 *Earl G. Manning, John Hancock, Boston, Massachusetts ................................... 118 Meeting at the Royal York, Toronto, Ontario, Canada 1931 *Theodore M. Riehle, CLU, Equitable – New York, New York, New York ....................168 Meeting at the William Penn, Pittsburgh, Pennsylvania 1932 *Robert A. Brown, Pacific Mutual, Los Angeles, California ........................................ 125 Meeting at The Fairmont, San Francisco, California 1933 *M.J. Donnelly, Equitable – New York, New Castle, Pennsylvania .............................. 101 Meeting at The Stevens, Chicago, Illinois 1934 *Thomas M. Scott, Penn Mutual, Philadelphia, Pennsylvania ...................................... 118 Meeting at The Schroeder, Milwaukee, Wisconsin 1935 *Caleb R. Smith, MassMutual, Fort Lauderdale, Florida ............................................ 124 Meeting at The Savery, Des Moines, Iowa 1936 *Harry T. Wright, Equitable – New York, Chicago, Illinois ........................................ 143 Meeting at the Ritz- Carlton, Boston, Massachusetts 1937 *Grant Taggart, California – Western States, Cowley, Wyoming .................................158 Meeting at the Brown Palace, Denver, Colorado 1938 *Jack Lauer, Penn Mutual, Cincinnati, Ohio ........................................................... 162 Meeting at The Rice, Houston, Texas 1939 *Paul C. Sanborn, Connecticut Mutual, Boston, Massachusetts .................................. 163 Meeting at The Jefferson, St. Louis, Missouri 1940 *Henry G. Mosler, MassMutual, Los Angeles, California .......................................... 154 Meeting at the Bellevue -Stratford, Philadelphia, Pennsylvania 1941 *H. Kennedy Nickell, CLU, Connecticut General, Chicago, Illinois ............................. 171 Meeting at the Netherland Plaza, Cincinnati, Ohio 1942 *Robert P. Burroughs, National Life – Vermont, Manchester, New Hampshire ................. 223 No meeting due to war. 1943 *Ron Stever, CLU, Equitable – New York, Los Angeles, California ................................ 232 Meeting at the William Penn, Pittsburgh, Pennsylvania 1944 *A.J. Ostheimer III, Northwestern Mutual, Honolulu, Hawaii .................................. 408 Meeting at The Statler, Detroit, Michigan 1945 *John E. Clayton, MassMutual, Newark, New Jersey ............................................ 468 No meeting due to war. 1946 *Louis Behr, CLU, Equitable – New York, Chicago, Illinois ........................................ 525 Meeting at French Lick Springs, French Lick, Indiana 1947 *Harold S. Parsons, The Travelers, Corona Del Mar, California ................................. 726 Meeting at the New Ocean House, Swampscott, Massachusetts
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1948 *Paul H. Dunnavan, CLU, Canada Life, Minneapolis, Minnesota ............................... 829 Meeting at French Lick Springs, French Lick, Indiana 1949 *Paul W. Cook, CLU, Mutual Benefit Life, Chicago, Illinois ....................................... 824 Meeting at the Netherland Plaza, Cincinnati, Ohio 1950 *Theodore Widing, CLU, Provident Mutual, Philadelphia, Pennsylvania ...................... 790 Meeting at Haddon Hall, Atlantic City, New Jersey 1951 *John O. Todd, CLU, Northwestern Mutual, Evanston, Illinois .................................... 949 Meeting at the Hotel Del Coronado, Coronado, California 1952 *Walter N. Hiller, CLU, Penn Mutual, Chicago, Illinois ........................................... 1,065 Meeting at the Mount Washington, Bretton Woods, New Hampshire 1953 *William T. Earls, CLU, Mutual Benefit Life, Cincinnati, Ohio .................................1,240 Meeting at The Greenbrier, White Sulphur Springs, West Virginia 1954 *G. Nolan Bearden, New England Life, Atlanta, Georgia ...................................... 1,492 Meeting at the Hotel Del Coronado, Coronado, California 1955 *George B. Byrnes, CLU, New England Life, Palos Verdes, California ...................... 1,557 Meeting at The Greenbrier, White Sulphur Springs, West Virginia 1956 *Arthur F. Priebe, CLU, Penn Mutual, Rockford, Illinois ...........................................2,013 Meeting on the Kungsholm to Bermuda 1957 *Howard D. Goldman, CLU, Northwestern Mutual, Richmond, Virginia ................... 2,438 Meeting at The Greenbrier, White Sulphur Springs, West Virginia 1958 *William D. Davidson, CLU, Equitable – New York, Chicago, Illinois .......................2,987 Meeting at the Banff Hotel, Banff, Alberta, Canada 1959 *Adon N. Smith II, CLU, Northwestern Mutual, Charlotte, North Carolina .................2,688 Meeting at the Americana, Bal Harbour, Florida 1960
*Robert S. Albritton, CLU, Provident Mutual, Los Angeles, California ........................3,040 Meeting at the Hilton Hawaiian Village, Honolulu, Hawaii
1961 *James B. Irvine Jr., CLU, Northwestern Mutual, Chattanooga, Tennessee .................2,932 Meeting at the Americana, Bal Harbour, Florida 1962 *Lester A. Rosen, CLU, Union Central, Memphis, Tennessee ....................................3,122 Meeting at The Queen Elizabeth, Montreal, Quebec, Canada 1963 *Daniel H. Coakley, New York Life, Boston, Massachusetts .................................... 3,420 Meeting on The Kungsholm to Bermuda 1964 *Alfred J. Lewallen, CLU, Mutual Benefit Life, Miami, Florida ................................. 3,202 Meeting at The Diplomat, Hollywood, Florida 1965 *Iram H. Brewster, Phoenix Mutual, Pittsburgh, Pennsylvania ................................. 3,636 Meeting at The Broadmoor, Colorado Springs, Colorado 1966 *Donald Shepherd, John Hancock, Boston, Massachusetts .................................... 4,076 Meeting at the Statler Hilton, Boston, Massachusetts 1967 *Frank E. Sullivan, CLU, Mutual Benefit Life, Newark, New Jersey .......................... 4,616 Meeting at Congress Hall, Lucerne, Switzerland 1968 *Sadler Hayes, Penn Mutual, New York, New York ...............................................5,078 Meeting at the Masonic Memorial Temple, San Francisco, California 1969 *Stanley S. Watts, CLU, Equitable – New York, Miami, Florida ................................ 5,689 Meeting at The Diplomat, Hollywood, Florida 1970 *John H. Ames, CLU, Mutual Benefit Life, Morristown, New Jersey ........................... 6,675 Meeting at the Hilton Hawaiian Village, Honolulu, Hawaii 1971 *Richard G. Bowers, CLU, New York Life, Keokuk, Iowa ........................................ 7,589 Meeting at The Washington Hilton, Washington, D.C. *DECEASED
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MDRT
Past Presidents Y E A R
T O TA L M E M B E R S H I P
1972 *James B. Longley, CLU, New England Life, Lewiston, Maine .................................. 8,361 Meeting at The Queen Elizabeth, Montreal, Quebec, Canada 1973 *Henry F. McCamish Jr., CLU, MassMutual, Atlanta, Georgia ................................. 9,587 Meeting at The Seattle Center, Seattle, Washington 1974 *C. Robinson Fish III, CLU, Northwestern Mutual, Boston, Massachusetts ................ 10,987 Meeting at the Fountainebleau, Miami Beach, Florida 1975 Jack Peckinpaugh, CLU, ChFC, Indianapolis Life, Muncie, Indiana ........................ 12,422 Meeting at the Masonic Memorial Temple, San Francisco, California 1976 *Rulon E. Rasmussen, CLU, New York Life, Phoenix, Arizona ................................ 11,804 Meeting at The Hynes Auditorium, Boston, Massachusetts 1977 *Marshall I. Wolper, CLU, Equitable – New York, Miami, Florida .......................... 12,757 Meeting at the Atlanta Civic Center, Atlanta, Georgia 1978 *Jack L. McKewen, CLU, Fidelity Mutual, Birmingham, Alabama ........................... 14,742 Meeting at the Blaisdell Center, Honolulu, Hawaii 1979 *Paul L. Oliver Jr., CLU, Prudential of America, San Francisco, California ............... 17,205 Meeting at McCormick Place, Chicago, Illinois 1980 Millard J. Grauer, CLU, Equitable – New York, Chicago, Illinois ............................ 17,406 Meeting at The Rivergate, New Orleans, Louisiana 1981 Clune J. Walsh Jr., CLU, Home Life, Detroit, Michigan .......................................... 17,581 Meeting at Radio City Music Hall, New York, New York 1982 *Stanley Liss, CLU, New York Life, New York, New York ...................................... 17,737 Meeting at the Atlanta Civic Center, Atlanta, Georgia 1983 Jack B. Turner, CLU, ChFC, General American Life, Clarksville, Tennessee .................. 17,679 Meeting at the Dallas Convention Center, Dallas, Texas 1984 *Paul R. Buckley, CLU, New England Life, Lewiston, Maine .................................. 18,964 Meeting at Radio City Music Hall, New York, New York 1985 Ron D. Barbaro, North American Life, Toronto, Ontario, Canada .......................... 21,722 Meeting at the San Francisco Civic Auditorium, San Francisco, California 1986 *Frank Friedler Jr., CLU, Home Life, New Orleans, Louisiana ................................ 20,598 Meeting at the Orange County Convention/Civic Center, Orlando, Florida 1987 Wilmer S. Poynor III, CLU, ChFC, New York Life, Birmingham, Alabama ................ 17,051 Meeting at McCormick Place, Chicago, Illinois 1988 Arlen I. Prentice, CLU, ChFC, Seattle, Washington ............................................... 16,944 Meeting at the Atlanta Civic Center, Atlanta, Georgia 1989 G. Carey Hauenstein, CLU, State Mutual of America, Laurel, Mississippi ................ 16,792 Meeting at the Metro Toronto Convention Centre, Toronto, Ontario, Canada 1990 *David H. Hilton, CLU, ChFC, Northwestern Mutual Life, Chicago, Illinois .................16,393 Meeting at the San Francisco Civic Auditorium, San Francisco, California 1991 Seymour Petrovsky, CLU, Business Men’s Assurance, Phoenix, Arizona ................... 16,297 Meeting at the New Orleans Convention Center, New Orleans, Louisiana 1992 William T. O’Donnell, MassMutual, Chicago, Illinois .......................................... 15,957 Meeting at McCormick Place, Chicago, Illinois
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1993 Charles D. Marks, CLU, ChFC, Prudential of America, New Orleans, Louisiana ...... 15,721 Meeting at the Hynes Convention Center, Boston, Massachusetts 1994 Lyle L. Blessman, Northwestern Mutual, Englewood, Colorado .............................. 15,686 Meeting at the Dallas Convention Center, Dallas, Texas 1995 Robert B. Plybon, CLU, ChFC, Phoenix Home Life, Greensboro, North Carolina ...... 15,703 Meeting at the Metro Toronto Convention Centre, Toronto, Ontario, Canada 1996 Walter G. Schnee III, Phoenix Home Life, Pasadena, California ............................. 18,784 Meeting at the Anaheim Convention Center, Anaheim, California 1997 John W. Cruikshank III, CLU, Northwestern Mutual, Deerfield, Illinois ..................... 18,815 Meeting at the Atlanta Civic Center, Atlanta, Georgia 1998 Gene L. Mahn, CLU, ChFC, MassMutual, Thousand Oaks, California .................... 19,182 Meeting at McCormick Place, Chicago, Illinois 1999 Reginald N. Rabjohns, CLU, ChFC, New England Financial, Chicago, Illinois ........ 21,262 Meeting at Ernest N. Morial Convention Center, New Orleans, Louisiana 2000 Brian H. Ashe, CLU, Independent, Lisle, Illinois .................................................... 23,341 Meeting at Bill Graham Civic Auditorium, San Francisco, California 2001 Tony Gordon, Independent, Bristol, England, United Kingdom ............................... 25,037 Meeting at Metro Toronto Convention Centre, Toronto, Canada 2002 Marvin H. Feldman, CLU, ChFC, New York Life, East Liverpool, Ohio .................... 28,282 Meeting at Gaylord Opryland Resort and Convention Center, Nashville, Tennessee 2003 Richard H. Sullenger, GenAmerica Financial, Bakersfield, California ..................... 27,665 Meeting at Paris and Bally’s Hotel and Casino, Las Vegas, Nevada 2004 George B. Pickett, J.D., CLU, Valmark Securities, Jackson, Mississippi .................... 29,652 Meeting at the Anaheim Convention Center, Anaheim, California 2005
Adelia C. Chung, CLU, ChFC, Chung Insurance and Investment Group, Honolulu, Hawaii ............................................................................................ 33,297 Meeting at the Ernest N. Morial Convention Center, New Orleans, Louisiana
2006
Stephen O. Rothschild, CLU, ChFC, Rothschild & Sale, St. Louis, Missouri .................35,781 Meeting at the San Diego Convention Center, San Diego, California
2007 Philip E. Harriman, CLU, ChFC, Lebel and Harriman, Falmouth, Maine .................. 35,662 Meeting at the Colorado Convention Center, Denver, Colorado 2008
James E. Rogers, CLU, CFP, Rogers Group Financial, Vancouver, British Columbia, Canada ................................................................ 39,340 Meeting at the Toronto Convention Centre, Toronto, Ontario, Canada
2009
Walton W. Rogers, CLU, ChFC, W. Rogers and Associates, Annapolis, Maryland ...31,857 Meeting at Indiana Convention Center, Indianapolis, Indiana
2010
Guy Baker, MSFS, CLU, BMI Consulting, Irvine, California ...................................31,142 Meeting at Vancouver Convention Centre, Vancouver, British Columbia, Canada
2011
Julian H. Good, CLU, ChFC, MetLife Creative Financial Solutions New Orleans, Louisiana ................................................................................... 35,908 Meeting at Georgia World Congress Center, Atlanta, Georgia
2012
Jennifer A. Borislow, CLU, Borislow Insurance, Methuen, Massachusetts .................. 37,805 Meeting at Anaheim Convention Center, Anaheim, California
2013
D. Scott Brennan, The Brennan Group, LLC, South Bend, Indiana .......................... 38,270 Meeting at the Pennsylvania, Convention Center, Philadelphia, Pennsylvania
2014
Michelle L. Hoesly, CLU, ChFC, Resource 1 Inc., Norfolk, Virginia ......................... 42,729 Meeting at the Metro Toronto Convention Center, Toronto, Ontario, Canada
*DECEASED
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MDRT
Staff and Departments MDRT headquarters in Park Ridge, Illinois, USA, is home to approximately 80 professionals. Following is a list of Executive staff: Chief Executive Officer................................ Stephen P. Stahr, CAE Senior Director......................................Raymond Kopcinski, CMP Emerging Media Director ..................................Wayne Schmeiser Finance Director........................................... Laura McGrady, CPA Global Markets Director......................................Eryn Carter, CAE Human Resources Director...............................Laura E. Good, PHR Information Technology Director................ Jim Unander, MBA, PMP Marketing and Communications Director................... Don Noverini MDRT Foundation Executive Director...............Michele Stauff, CFRE Meeting Services Director.............................Jeanne Malone, CMP Member Services Director.................................. Thomas S. Ensign Strategic Engagement Director............ Pamela K. Brown, CMP, CAE
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MDRT Contact Information To learn more about MDRT, or to interview a member or Executive Committee officer, please contact Brittany Lange or Jennifer Schimka in MDRT’s Marketing and Communications Department at +1.847. 692.6378. For additional information on MDRT, visit mdrt.org. Additional information about the MDRT Foundation and ways to contribute can be found at mdrtfoundation.org.
Million Dollar Round Table 325 West Touhy Avenue Park Ridge, IL 60068-4265 USA Phone: +1 847.692.6378 Fax: +1 847.518.8921
Million Dollar Round Table®, MDRT®, Top of the Table®, Court of the Table®, MDRT Foundation®, Global Gift Fund®, ConneXion Zone® and The Premier Association of Financial Professionals® are all registered trademarks of the Million Dollar Round Table.
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