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#Carolina conference how to
#Carolina conference professional

How Curt transitioned from a product salesperson to a trusted advisor to 34 families and businessesĬurt has served on over 10 MDRT committees through the years, most notably:.

How a simple question on the golf course led to $2MM of AUM.

How employee benefits and retirement plans can help you reach business owners.

#Carolina conference how to

How to describe Long-Term Care insurance as “the purchase of future, tax-free dollars at a deep discount” and how to help people see the value of a LTC policy.

A simple diagram that helps clients and prospects understand how life insurance works and, how an over-funded permanent policy provides multiple benefits to families.

Six strategies to achieve and maintain Top of the Table production.

In his presentation he will share steps you can take to improve your business practice and success: He will share his journey from near-failure to success. But it wasn’t always easy: Curt struggled to stay in business during the early years. He is a 32-year member of NAIFA and a 26-year member of MDRT, with eight Court of the Table and six Top of the Table qualifications. Holz believes in serving his community, and actively supports numerous civic and charitable causes including Instruments of Change, Epilepsy Services Foundation, Scouting, and the Nativity Food Bank among many others.Ĭurt Matlin is President of Matlin Financial Services, an insurance and investment advisory firm in Northbrook, IL. A regular industry columnist and speaker, he was thrilled to be a featured presenter at three MDRT Annual Meetings. He was additionally feted with both his local and state association’s distinguished service awards, and honored to be both a graduate and two-time moderator of NAIFA’s prestigious Leadership in Life Institute (LILI).Ī life, qualifying and Top of the Table member of the Million Dollar Round Table, Bryon is a long-time supporter of the MDRT Foundation, and has served on numerous MDRT and MDRT Foundation committees.

#Carolina conference professional

Holz has served in leadership on various professional boards including as state and local president, two-time national trustee, and current National Association of Insurance and Financial Advisors (NAIFA) President-Elect. Their firm's approach to financial services is based on the principle that the customer’s needs should always come first.Ī business graduate and Presidential Scholar of the University of Tampa and graduate of the Professional Management Institute in Insurance Marketing Management at Purdue University, Bryon has complimented his industry education with numerous designations, certifications and credentials. He is part of the United Way’s Young Community Leaders and volunteers for the Big Brothers/Big Sisters organization.īryon and his team of associates in Tampa Bay, Florida have been building brighter tomorrows for their clients since 1983, specializing in asset protection, income planning and wealth conservation strategies.

He serves on the Board of the Chicago Concussion Coalition, which strives to make amateur sports safer for children, and on the Board of Directors of the Urban League. Gandy is also an active volunteer in the community. He is a highly sought after speaker for industry events and has been a speaker at NAIFA’s Performance+Purpose annual conference and published in Advisors Magazine, GQ, Advisor Today and InsuranceNewsNet among other publications. Gandy serves on NAIFA’s Diversity, Equity, and Inclusion Task Force and is a member of the NAIFA 2025 Strategic Planning Committee. He entered the insurance and financial services industry in 1999 after playing professional basketball for the Chicago Bulls and the San Antonio Spurs as well as in L’Hermaine, France.

He has served as President of NAIFA’s Chicagoland chapter and has been a NAIFA member since 2003. Gandy is the Founder and Chief Executive Officer of Midwest Legacy Group (OneAmerica) in Lisle, IL.