Feb. 4 to 6, 2019
Elite 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. 4, 2019
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All day
Arrivals
11:30 a.m. – 12:30 p.m.
Golf lunch (optional – must register below)
Byron Room
12:30 p.m.
Golf tee time (optional – must register below)
Four Seasons Resort and Club
6:00 – 10 p.m.
Welcome reception and dinner
Via Real
Tuesday
Feb. 5, 2019
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7- 8 a.m.
Breakfast and jacket fitting
8 a.m. – Noon
Business meeting
Noon - 12:45 p.m.
Lunch and jacket fitting
1 – 5 p.m.
Business meeting
5:30 p.m.
Cocktail hour and dinner
LAW Steak House
Wednesday
Feb. 6, 2019
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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
Steve Palmitier, CLU, LLIF
President and Chief Operating Officer
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Chris Conroy, JD
Head of annuity sales
Mike Dickerson
National sales vice president
Todd Kloewer, CLU
National sales vice president
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Rhonda Elming, FSA, MAAA
Senior vice president, Product Development
Lori Bochner
Vice president, Marketing
Danette Kennedy, JD
Director, Annuity sales development
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Anne Walsh, CFA
Senior Managing Director, Chief Investment Officer, Fixed Income, Guggenheim Partners, LLC
Vikram Mansharamani
Lecturer and author
Kevin Mechtley, JD
Associate vice president,
Legal and director of Government Affairs
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