North American Company for Life and Health Insurance®
2020 IMO Principals Meeting
Feb. 3 to 5, 2020
Independent Marketing Organization Principals Meeting
Four Seasons Resort and Club • Dallas at Las Colinas
Join us for this important opportunity to network with
North American’s leadership team, learn more about our strategic vision and
share your ideas on partnering to build your business.
North American’s leadership team, learn more about our strategic vision and
share your ideas on partnering to build your business.
EVENT INFORMATION
Monday
Feb. 3, 2020
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All day
Arrivals
11:00 a.m. – 12:00 p.m.
Golf lunch (optional – must register below)
Byron Room at the Club House
12:30 p.m.
Golf tee time (optional – must register below)
Four Seasons Resort and Club
6:00 – 9 p.m.
Welcome reception and dinner
Wine Room and Show Kitchen –
Four Seasons Resort
Tuesday
Feb. 4, 2020
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8 a.m. – 5 p.m.
Business meeting
Amphitheater
5:30 p.m.
Cocktail hour and dinner
LAW Steak House
Wednesday
Feb. 5, 2020
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Breakfast (optional)
Departures
PRESENTERS & SPECIAL GUESTS
Esfand Dinshaw
Chairman and Chief Executive Officer,
Sammons Financial Group
Rob TeKolste, CLU, LLIF
President, Sammons Independent Annuity Group
Mike Dickerson
National sales vice president
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Todd Kloewer, CLU
National sales vice president
Tiya Stanley
Sales vice president
K.C. Lane
Sales vice president
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Sarah Theis
VP Chief Strategy Officer for Sammons Independent Annuity Group
Danette Kennedy, JD
Director, Annuity sales development
Lori Bochner
Vice president, Marketing
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Rhonda Elming, FSA, MAAA
Senior vice president, Product Development
Anne Walsh, CFA
Senior Managing Director, Chief Investment Officer, Fixed Income, Guggenheim Partners, LLC
Kevin Mechtley, JD
Associate vice president,
Legal and director of Government Affairs
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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
27056Z | REV 10-19