MDRT Overview 2018

2018 MDRT

OVE RV I E W

TA BLE O F

CONTENTS E X E C U T I V E C O M M I T T E E . . . . . . . . . . . . . . . . . . .....................

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M A N A G E M E N T C O U N C I L . . . . . . . . . . . . . . . ......................

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M E M B E R S H I P Q U A L I F I C AT I O N S .. . . . . . ......................

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M E M B E R S H I P C AT E G O R I E S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 M E M B E R S H I P S TAT I S T I C S.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 M D R T M E E T I N G S .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 MDRT RESOURCES................................................... 10 M D R T C O D E O F E T H I C S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 W H AT ’ S N E W . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 M D R T F O U N D AT I O N .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 5 M D R T PA S T P R E S I D E N T S .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 8 S TA F F & D E PA R T M E N T S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 C O N TA C T I N F O R M AT I O N . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

DEAR FRIENDS OF MDRT I am pleased to share with you the 2018 MDRT (Million Dollar Round Table) Overview. In this booklet, you will find updated statistics and information about MDRT’s membership and programs.

For the past 90 years, MDRT has been committed to delivering innovative ideas that empower growth for our members around the world. MDRT’s longevity and record 2017 membership numbers are testaments to the tangible benefits that being a member of The Premier Association of Financial Professionals provides.

In this overview, you will see how MDRT strives to provide a unique mix of networking and resources to help the best financial professionals become even more successful. You will also learn more about MDRT’s efforts to help members better communicate with clients and prospects, and educate them about the importance of financial planning.

MDRT is also about giving back. From providing medical services to people in need to supporting disaster relief, you will see how MDRT members are making the world a better place through the MDRT Foundation.

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,

James D. Pittman, CLU, CFP MDRT President

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MDRT EXECUTIVE

COMMITTEE MDRT is governed and managed by a five-member Executive Committee duly elected each year by the membership. The 2018 MDRT Executive Committee includes: JAMES D. PITTMAN, CLU, CFP, of Portland, Oregon, is the President of MDRT. He is a 44-year MDRT member with 16 Court of the Table and six Top of the Table qualifications. A Platinum Knight of the MDRT Foundation, he is also a member of its Inner Circle Society 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.

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MARK J. HANNA, CLU, CHFC , of Concord, California, is the Immediate Past President of MDRT. He is a 30-year MDRT member with three Court of the Table and 19 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.

ROSS VANDERWOLF, CFP, of Fortitude Valley, Queensland, Australia, is the First Vice President of MDRT. He is a 31- year MDRT member with nine Court of the Table and eight Top of the Table qualifications and a Platinum Knight of the MDRT Foundation. In addition to extensive volunteer service to MDRT and the Australian financial services profession, Vanderwolf is the recipient of multiple awards for excellence in the industry and is constantly voted one of Australia’s Most Trusted Financial Advisers.

REGINA BEDOYA, CLU, CHFC , is the Second Vice President

of the MDRT Executive Committee. She is a 25-year MDRT member with seven Court of the Table and two Top of the Table honors. She is also a Diamond Knight of the MDRT Foundation and a member of its Inner Circle Society. Bedoya is president of RB Financial Advisors, a financial consulting firm specializing in retirement and insurance planning. Bedoya’s volunteerism within MDRT includes speaking at several Annual Meetings, at an MDRT Experience and Global Conference, and at international industry conferences. She has been the recipient of the Irvin Konter Award, was named Prudential Palm Beach’s Agent of the Year twice, and is the recipient of the American Free Enterprise Companion Medal awarded by Palm Beach Atlantic University.

IAN GREEN, DIP PFS , of London, England, is the Secretary

of the MDRT Executive Committee. He is a 20-year MDRT member with five Court of the Table and 12 Top of the Table qualifications. Green is also a Diamond Knight of the MDRT Foundation and a member of its Inner Circle Society. An advocate of MDRT’s Whole Person concept, he is the founder of a family-owned financial planning firm, Green Financial Advice, in London, and has nearly two decades of financial services experience. His extensive MDRT volunteerism includes leadership within several divisions, including as Divisional Vice President of Top of the Table in 2017 and Chair of the 2016 Annual Meeting Main Platform/Special Sessions Committee.

Green has also spoken at the Annual Meeting, Top of the Table Annual Meeting and MDRT Experience. His leadership in the profession includes regular speaking engagements to audiences of his peers and previously held positions as trustee on the Personal Finance Society Charitable Foundation and on the board of directors of the Life Insurance Association.

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2 018 M D R T

MANAGEMENT COUNCIL

Management Council is MDRT’s leadership team and comprises the Executive Committee, the MDRT Foundation President (ex-officio) and each of the following Divisional Vice Presidents:

Saad Anthony Baksh, BSc

Membership Communications Division 1

John R. Benton Jr., CLTC

Member Resources Practice Management Division

Rajesh Chheda, ACA, CFP Experience Meeting Division J.F. DeBuys III, CLU, AEP Jay M. DeFinis, CLTC

Anthony G. Engrassia, LUTCF, ChFC Gregory B. Gagne, ChFC

Chee Hong Gan, ChFC, CLU

Masahiro Hashimoto, TLC, AFP

Membership Division Member Resources Risk Management Division Annual Meeting Program General Arrangements Division Annual Meeting Program Development Division Member Resources Productivity Division Member Resources Client Strategies Division

Sarah J. Kaelberer, CFP, ChFC Top of the Table Division Randy L. Scritchfield, CFP, LUTCF Guided Development Division Marc A. Silverman, CFO, ChFC Edward C. Skelly, CLU,ChFC Peggy Tsai

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MDRT Foundation President Finance Division Membership Communications Division 2

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 application each year.

Additionally, each member must belong to at least one recognized financial or insurance association, provided one exists in their country.

Qualifications for 2018 membership, based on 2017 production, are below. Court of the Table and Top of the Table serve as additional incentives for members to increase their levels of production, leading to additional recognition and access to exclusive benefits.

COMMISSION

INCOME

PREMIUM

USD 95,000

USD 164,000

USD 190,000

MDRT

MDRT

MDRT

USD 285,000

USD 492,000

USD 570,000

Court of the Table

Court of the Table

Court of the Table

USD 570,000

USD 984,000

USD 1,140,000

Top of the Table

Top of the Table

Top of the Table

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MEMBERSHIP

CATEGORIES QUALIFYING

An individual who is a first-time applicant becomes a Qualifying (Q) member when his or her application and certifying letters are approved. Until the 10 th year of membership is attained, the member will be a Qualifying member.

QUALIFYING AND LIFE

One becomes a Qualifying and Life (QL) member when approved for the 10 th year of membership. Qualifying and Life status is maintained in future years by submitting certified production with the membership application.

LIFE

Once Qualifying and Life membership has been attained, a member may choose to apply as a Life (L) member by not including certified production with the membership application. Life members must annually submit an application and pay dues.

M DRT FACTS

(as of July 1, 2017)

Members ..................................................... 62,636 Companies represented ..................................... 506 Nations and territories represented ........................ 69 Members from the United States ....................... 8,754 Members from outside the United States .......................................... 53,882 Court of the Table ........................................... 8,722 Top of the Table .............................................. 3,131

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MDRT

STATISTICS

(AS OF JULY 1, 2017)

2017 MEMBERSHIP BY COUNTRY

1 P.R. China ..................................................11,259 2 Hong Kong SAR.......................................... 9,994 3 United States.............................................. 8,754 4 India.......................................................... 6,358 5 Japan........................................................ 5,887 6 Taiwan R.O.C.............................................. 5,116 7 Republic of Korea........................................ 3,116 8 Philippines...................................................1,556 9 Thailand.. .............................................. 1,541 10 Indonesia............................................... 1,367

2017 TOP 10 MULTINATIONAL COMPANIES

1 AIA Group Ltd, Hong Kong SAR................8,324 2 Prudential plc, England UK....................... 5,231 3 Life Insurance Corporation of India, India.........................................5,140 4 Prudential Financial, USA.........................2,963 5 New York Life, USA.................................2,948 6 Manulife Financial Corporation, Canada.............................. 2,173 7 AXA Group, France.................................1,627 8 MetLife, USA..........................................1,410 9 Sun Life Financial, Canada....................... 1,119 0 Cathay Financial Holdings, 1 Taiwan, R.O.C...........................................761

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2 017 G L O B A L

MEMBERSHIP STATISTI CS

(AS OF JULY 3 1, 2017)

ALL MDRT

MDRT ONLY

COURT OF THE TABLE ONLY

TOP OF THE TABLE ONLY

TOTAL MEMBERS

62,647

53,706

5,803

3,138

QUALIFYING MEMBERS

59,164

50,451

5,803

2,910

197,116

138,477

360,238

896,264

124,822

115,680

334,895

707,679

AV E R A G E

1,066

900

1,833

1,398

MEDIAN

1,549

1,412

3,318

8,354

156

135

175

609

70

69

87

84

AV E R A G E

503,491

325,495

876,289

2,755,688

MEDIAN

258,716

232,999

720,839

1,811,224

COMMISSIONS AV E R A G E MEDIAN

COMMISSIONS (per case)

CASES (lives) AV E R A G E MEDIAN

PREMIUMS

8 All figures in USD.

MDRT

MEETINGS MDRT ANNUAL MEETING

The MDRT Annual Meeting is a one-of-a-kind event known for its inspirational Main Platform, educational Focus Sessions, and entertaining special sessions and social events. In addition, MDRT members share their 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 2018 MDRT Annual Meeting will take place June 24–27 in Los Angeles, California, USA. 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 2018, the meeting will take place October 3– 6 in Kohala Coast, Hawaii, USA. MDRT EDGE

The MDRT EDGE offers a new, hands-on experience for MDRT members from the U.S. and Canada to learn about industry topics and trends and join in-depth workshops. Here members can discover new skills to be more efficient in running and growing their practice, more effective at finding solutions for clients and more prepared to get in front of industry change.

The meeting will take place November 7– 9, 2018, in Boston, Massachusetts, USA.

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MDRT

RESOURCES MDRT offers its members a multitude of tools and resources, including: LOCAL AREA NETWORKING EVENTS:

Our U.S. Growth

Team is creating opportunities to connect close to home.

Coming together with other professionals is a big part of MDRT, and the U.S. Growth Team is creating new ways to expand your local network. Learn more about ways to connect with the U.S. Growth team by emailing growthteam@mdrt.org.

THE MDRT BRANDING TOOLKIT:

This resource gives

members access to tools that will help them market their achievements and communicate the value of working with an MDRT member. The toolkit includes news releases, advertisements and logos that members can use to promote their MDRT Membership in their communities.

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.

MDRT PRESENTS:

Every year, MDRT members offer

a variety of helpful insights in presentations at the MDRT Annual Meeting. This podcast series, available at mdrt.org/presents, focuses on topics gleaned directly from those sessions, including communication techniques, prospecting and making it to Top of the Table.

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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.

MDRT BLOG:

With new posts every week, the MDRT

Blog (mdrt.org/blog) provides useful and up-to-date content on the latest industry trends and topics.

MDRT 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.

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.

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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.

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THEREFORE, MEMBERS SHALL:

1 2

Always place the best interests of their clients above their own direct or indirect interests.

Maintain the highest standards of professional competence, and give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.

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Hold in the strictest confidence and consider as privileged all business and personal information pertaining to their clients’ affairs.

Make full and adequate disclosure of all facts necessary to enable their clients to make informed decisions.

Maintain personal conduct that will reflect favorably on the insurance and financial services profession and MDRT. Determine that any replacement of an insurance or financial product must be beneficial for the client.

Abide by and conform to all provisions of the laws and regulations in the jurisdictions in which they do business.

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W H AT’S

NEW Content in MDRT’s Resource Zone is regularly updated so members have access to the latest information and trends shaping the financial services profession.

Among the offerings added this year: BUSINESS CONTINUITY DECISION TREE

MDRT members regularly advise clients to be ready for contingencies – and they need to take their own advice. In this choose-your-own-adventure-style guide, members can use personalized objectives to direct how they think about planning for the transition of their business and learn what to do, when to do it and how.

FINANCIAL PLANNING GUIDE

There is a difference between being a financial planner and a financial advisor. In this guide, MDRT members with more than 130 years of combined experience as financial planners advise on everything you need to know to begin and continue thriving in the role, including common client goals and obstacles, how to address risk management with clients and much more.

VIDEO INTERVIEWS

What does it take to get to the top in the financial services profession? Listen to successful MDRT members talk about some of the ideas that helped them build more efficient and higher-producing businesses.

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MDRT

FOUNDATION M D R T F O U N D AT I O N . O R G

MDRT members formed the MDRT Foundation to support causes they are passionate about and to represent the sharing and caring spirit of the financial services industry.

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 32 million in grants in all 50

The mission of the MDRT

U.S. states and 70 countries.

Foundation is to increase member and industry participation and to give funds to worthwhile charitable organizations throughout the world.

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GLOBAL GRANT

PROGRAMS The MDRT Foundation global grant programs are an exclusive member benefit that allows members to request funding for a charity they most care about. Members and their chosen charity may receive funding from one of the two primary grant programs, Quality of Life and Worldwide. The annual grant application deadline is September 1.

QUALITY OF LIFE GRANT

The Quality of Life grant program honors the selfless volunteer efforts of MDRT members who give their time to serve charitable causes in their own communities and worldwide. The MDRT Foundation awards grants to the member’s designated charity in increments ranging from USD 5,000 to the single top award of USD 50,000.

WORLDWIDE GRANT

Worldwide grants are awarded to fund a diverse range of nonprofit organizations and must be endorsed by an MDRT member.

Worldwide grant award amounts range from USD 1,000 to a maximum of USD 25,000.

MDRT GIVES DAY

The 2017 MDRT Gives Day was an online, one-day international fundraising event. Teams made up of member-volunteers spent the day reaching out to MDRT members and raised nearly USD 145,000 for the global grant programs.

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MDRT

FOUNDATION VOLUNTEER SERVICE PROJECTS The MDRT Foundation develops meaningful community service projects that bring together MDRT members to make a difference in underserved communities. By partnering with local charitable organizations, members get to see firsthand the impact of their investment of time and effort.

VOLUNTEERING LOCALLY AND GLOBALLY GIVE KIDS THE WORLD VILLAGE, KISSIMMEE, FLORIDA, USA

At the 2017 MDRT Annual Meeting, volunteers transformed the grounds of the Give Kids the World Village through gardening, painting and other hands-on projects.

OPERATION SMILE, THAILAND, BANGKOK, THAILAND

Volunteers stuffed “smile care bags,” created blankets and wrote cards to restore the smile of patients treated by Operation Smile, Thailand.

INNER-CITY ARTS, LOS ANGELES, CALIFORNIA, USA

Top of the Table members participated in an engaging, creative workshop where members learned the transformative power of arts education, directed by Inner-City Arts.

To learn more about these initiatives, please email foundation@mdrt.org.

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PA S T

PRESIDENTS Y E A R

T O TA L M E M B E R S H I P

1927 *Paul F. Clark, CLU..................................................................................... 32

Meeting at the Peabody, Memphis, Tennessee 1928 *William M. Duff, CLU................................................................................. 39

Meeting at the Book-Cadillac, Detroit, Michigan 1929 *George E. Lackey, CLU.. .............................................................................. 64

Meeting at the Mayflower, Washington, D.C. 1930 *Earl G. Manning................................................................................. 118

Meeting at the Royal York, Toronto, Ontario, Canada 1931 *Theodore M. Riehle, CLU. . ............................................................................... 168

Meeting at the William Penn, Pittsburgh, Pennsylvania 1932 *Robert A. Brown................................................................................................125

Meeting at The Fairmont, San Francisco, California 1933 *M.J. Donnelly....................................................................................................101

Meeting at The Stevens, Chicago, Illinois 1934 *Thomas M. Scott.................................................................................................118

Meeting at The Schroeder, Milwaukee, Wisconsin 1935 *Caleb R. Smith....................................................................................................124

Meeting at The Savery, Des Moines, Iowa 1936 *Harry T. Wright..................................................................................................143

Meeting at the Ritz- Carlton, Boston, Massachusetts 1937 *Grant Taggart....................................................................................................... 158

Meeting at the Brown Palace, Denver, Colorado 1938 *Jack Lauer.........................................................................................................162

Meeting at The Rice, Houston, Texas 1939 *Paul C. Sanborn.................................................................................................163

Meeting at The Jefferson, St. Louis, Missouri 1940 *Henry G. Mosler.................................................................................................154

Meeting at the Bellevue -Stratford, Philadelphia, Pennsylvania 1941 *H. Kennedy Nickell, CLU......................................................................................171

Meeting at the Netherland Plaza, Cincinnati, Ohio 1942 *Robert P. Burroughs............................................................................................223

No meeting due to war.

1943 *Ron Stever, CLU................................................................................................. 232

Meeting at the William Penn, Pittsburgh, Pennsylvania 1944 *A.J. Ostheimer III......................................................................................... 408

Meeting at The Statler, Detroit, Michigan 1945 *John E. Clayton............................................................................................468

No meeting due to war.

1946 *Louis Behr, CLU................................................................................................. 525

Meeting at French Lick Springs, French Lick, Indiana

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1947 *Harold S. Parsons...............................................................................................726

Meeting at the New Ocean House, Swampscott, Massachusetts

1948 *Paul H. Dunnavan, CLU.......................................................................................829

Meeting at French Lick Springs, French Lick, Indiana 1949 *Paul W. Cook, CLU..............................................................................................824

Meeting at the Netherland Plaza, Cincinnati, Ohio 1950 *Theodore Widing, CLU.........................................................................................790

Meeting at Haddon Hall, Atlantic City, New Jersey 1951 *John O. Todd, CLU..............................................................................................949

Meeting at the Hotel Del Coronado, Coronado, California 1952 *Walter N. Hiller, CLU........................................................................................ 1,065

Meeting at the Mount Washington, Bretton Woods, New Hampshire 1953 *William T. Earls, CLU. . ..................................................................................1,240

Meeting at The Greenbrier, White Sulphur Springs, West Virginia 1954 *G. Nolan Bearden........................................................................................... 1,492

Meeting at the Hotel Del Coronado, Coronado, California 1955 *George B. Byrnes, CLU..................................................................................... 1,557

Meeting at The Greenbrier, White Sulphur Springs, West Virginia 1956 *Arthur F. Priebe, CLU........................................................................................ 2,013

Meeting on the Kungsholm to Bermuda 1957 *Howard D. Goldman, CLU................................................................................. 2,438

Meeting at The Greenbrier, White Sulphur Springs, West Virginia 1958 *William D. Davidson, CLU................................................................................. 2,987

Meeting at the Banff Hotel, Banff, Alberta, Canada 1959 *Adon N. Smith II, CLU.......................................................................................2,688

Meeting at the Americana, Bal Harbour, Florida 1960

*Robert S. Albritton, CLU.................................................................................... 3,040 Meeting at the Hilton Hawaiian Village, Honolulu, Hawaii

1961 *James B. Irvine Jr., CLU..................................................................................... 2,932

Meeting at the Americana, Bal Harbour, Florida 1962 *Lester A. Rosen, CLU........................................................................................ 3,122

Meeting at The Queen Elizabeth, Montreal, Quebec, Canada 1963 *Daniel H. Coakley............................................................................................ 3,420

Meeting on The Kungsholm to Bermuda 1964 *Alfred J. Lewallen, CLU..................................................................................... 3,202

Meeting at The Diplomat, Hollywood, Florida 1965 *Iram H. Brewster............................................................................................. 3,636

Meeting at The Broadmoor, Colorado Springs, Colorado 1966 *Donald Shepherd............................................................................................ 4,076

Meeting at the Statler Hilton, Boston, Massachusetts 1967 *Frank E. Sullivan, CLU...................................................................................... 4,616

Meeting at Congress Hall, Lucerne, Switzerland 1968 *Sadler Hayes.................................................................................................. 5,078

Meeting at the Masonic Memorial Temple, San Francisco, California 1969 *Stanley S. Watts, CLU.......................................................................................... 5,689

Meeting at The Diplomat, Hollywood, Florida 1970 *John H. Ames, CLU ............................................................................................. 6,675

Meeting at the Hilton Hawaiian Village, Honolulu, Hawaii 1971 *Richard G. Bowers, CLU...................................................................................... 7,589

Meeting at The Washington Hilton, Washington, D.C.

*DECEASED

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PA S T

PRESIDENTS Y E A R

T O TA L M E M B E R S H I P

1972 *James B. Longley, CLU......................................................................................... 8,361

Meeting at The Queen Elizabeth, Montreal, Quebec, Canada 1973 *Henry F. McCamish Jr., CLU................................................................................. 9,587

Meeting at The Seattle Center, Seattle, Washington 1974 *C. Robinson Fish III, CLU.................................................................................... 10,987

Meeting at the Fountainebleau, Miami Beach, Florida 1975 Jack Peckinpaugh, CLU, ChFC.............................................................................. 12,422

Meeting at the Masonic Memorial Temple, San Francisco, California 1976 *Rulon E. Rasmussen, CLU................................................................................... 11,804

Meeting at The Hynes Auditorium, Boston, Massachusetts 1977 *Marshall I. Wolper, CLU..................................................................................... 12,757

Meeting at the Atlanta Civic Center, Atlanta, Georgia 1978 *Jack L. McKewen, CLU...................................................................................... 14,742

Meeting at the Blaisdell Center, Honolulu, Hawaii 1979 *Paul L. Oliver Jr., CLU.........................................................................................17,205

Meeting at McCormick Place, Chicago, Illinois 1980 *Millard J. Grauer, CLU....................................................................................... 17,406

Meeting at The Rivergate, New Orleans, Louisiana 1981 Clune J. Walsh Jr., CLU....................................................................................... 17,581

Meeting at Radio City Music Hall, New York, New York 1982 *Stanley Liss, CLU.............................................................................................. 17,737

Meeting at the Atlanta Civic Center, Atlanta, Georgia 1983

Jack B. Turner, CLU, ChFC........................................................................................17,679 Meeting at the Dallas Convention Center, Dallas, Texas

1984 *Paul R. Buckley, CLU......................................................................................... 18,964

Meeting at Radio City Music Hall, New York, New York 1985 Ron D. Barbaro................................................................................................. 21,722

Meeting at the San Francisco Civic Auditorium, San Francisco, California 1986 *Frank Friedler Jr., CLU....................................................................................... 20,598

Meeting at the Orange County Convention/Civic Center, Orlando, Florida 1987 Wilmer S. Poynor III, CLU, ChFC........................................................................... 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................................................................................... 16,792

Meeting at the Metro Toronto Convention Centre, Toronto, Ontario, Canada 1990

*David H. Hilton, CLU, ChFC................................................................................. 16,393 Meeting at the San Francisco Civic Auditorium, San Francisco, California

1991 Seymour Petrovsky, CLU..................................................................................... 16,297

Meeting at the New Orleans Convention Center, New Orleans, Louisiana

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1992 William T. O’Donnell....................................................................................... 15,957

Meeting at McCormick Place, Chicago, Illinois

1993 Charles D. Marks, CLU, ChFC............................................................................... 15,721

Meeting at the Hynes Convention Center, Boston, Massachusetts 1994 *Lyle L. Blessman............................................................................................... 15,686

Meeting at the Dallas Convention Center, Dallas, Texas 1995 Robert B. Plybon, CLU, ChFC............................................................................... 15,703

Meeting at the Metro Toronto Convention Centre, Toronto, Ontario, Canada 1996 Walter G. Schnee III........................................................................................... 18,784

Meeting at the Anaheim Convention Center, Anaheim, California 1997 John W. Cruikshank III, CLU................................................................................ 18,815

Meeting at the Atlanta Civic Center, Atlanta, Georgia 1998 Gene L. Mahn, CLU, ChFC................................................................................... 19,182

Meeting at McCormick Place, Chicago, Illinois 1999 Reginald N. Rabjohns, CLU, ChFC........................................................................ 21,262

Meeting at Ernest N. Morial Convention Center, New Orleans, Louisiana 2000 Brian H. Ashe, CLU............................................................................................ 23,341

Meeting at Bill Graham Civic Auditorium, San Francisco, California 2001 Tony Gordon..................................................................................................... 25,037

Meeting at Metro Toronto Convention Centre, Toronto, Canada 2002 Marvin H. Feldman, CLU, ChFC............................................................................ 28,282

Meeting at Gaylord Opryland Resort and Convention Center, Nashville, Tennessee 2003 Richard H. Sullenger.......................................................................................... 27,665

Meeting at Paris and Bally’s Hotel and Casino, Las Vegas, Nevada 2004 George B. Pickett, J.D., CLU................................................................................. 29,652

Meeting at the Anaheim Convention Center, Anaheim, California 2005

Adelia C. Chung, CLU, ChFC................................................................................ 33,297 Meeting at the Ernest N. Morial Convention Center, New Orleans, Louisiana

2006

Stephen O. Rothschild, CLU, ChFC......................................................................... 35,781 Meeting at the San Diego Convention Center, San Diego, California

2007 Philip E. Harriman, CLU, ChFC............................................................................. 35,662

Meeting at the Colorado Convention Center, Denver, Colorado 2008

James E. Rogers, CLU, CFP.................................................................................. 39,340 Meeting at the Toronto Convention Centre, Toronto, Ontario, Canada

2009

Walton W. Rogers, CLU, ChFC............................................................................. 31,857 Meeting at Indiana Convention Center, Indianapolis, Indiana

2010

Guy Baker, MSFS, CLU..................................................................................... 31,142 Meeting at Vancouver Convention Centre, Vancouver, British Columbia, Canada

2011

Julian H. Good, CLU, ChFC.................................................................................. 35,908 Meeting at Georgia World Congress Center, Atlanta, Georgia

2012

Jennifer A. Borislow, CLU.....................................................................................37,805 Meeting at Anaheim Convention Center, Anaheim, California

2013

D. Scott Brennan................................................................................................ 38,270 Meeting at the Pennsylvania, Convention Center, Philadelphia, Pennsylvania

2014

Michelle L. Hoesly, CLU, ChFC.............................................................................. 42,729 Meeting at the Metro Toronto Convention Center, Toronto, Ontario, Canada

2015

Caroline A. Banks, FPFS...................................................................................... 42,885 Meeting at the Enest N. Morial Convention Center, New Orleans, Louisiana

2016

Brian D. Heckert, CLU, ChFC................................................................................ 49,652 Meeting at the Vancouver Convention Centre, Vancouver, British Columbia, Canada

*DECEASED

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MDRT S TA FF A N D D E PA RTM E N TS MDRT headquarters in Park Ridge, Illinois, USA, is home to approximately 100 professionals. Following is a list of executive staff: Chief Executive Officer.......................................Stephen P. Stahr, CAE Managing Director............................................. Barbara A. O’Connor Senior Director, Finance.............................. Laura McGrady, CPA, CAE Senior Director, Global Markets................................. Eryn Carter, CAE Senior Director, Human Resources...........Laura E. Good, PHR, SHRM-CP Senior Director, Information Systems................. Jim Unander, MBA, PMP Content Development Director................. Kathryn Furtaw Keuneke, CAE Director of Facilities....................................Austin Hurley, FMP, MCOM Emerging Media Director......................................... Wayne Schmeiser 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 Professional Development Director...............................Jess Jurasz, CMP Strategic Engagement Director...................Pamela K. Brown, CMP, CAE

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MDRT

CONTACT I N FO R M ATI O N

To learn more about MDRT, or to interview a member or Executive Committee officer, please contact Brittany Lange in MDRT’s Marketing and Communications Department at +1 (847) 993-49 61. 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®, 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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M I L L I O N D O L L A R R O U N D TA B L E

325 West Touhy Avenue Park Ridge, IL 60068 - 4265 USA Phone: +1 (847) 692- 6378 Fax: +1 (847) 518 - 8921 mdrt.org