North American Company for Life and Health Insurance^®
IMO Leadership Forum

Feb. 3 to 5, 2020

Independent Marketing Organization Leadership Forum

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.

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

5:30 – 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

Kevin Mechtley, JD

Associate vice president,
Legal and director of Government Affairs

Jerry Blair

Vice president, Chief Distribution Officer - Life

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North American Company for Life and Health Insurance^®
IMO Leadership Forum

Independent Marketing Organization Leadership Forum

EVENT INFORMATION