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.

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

Jordan Canfield

CEO, Innovation Design Group

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Elite Independent Marketing Organization Principals Meeting

EVENT INFORMATION