Robin Mueller entered the insurance business in 1979. He has been an agent, in field management and in home office. Robin is a past president of NAIFA Milwaukee and of NAIFA Wisconsin. He is a distinguished service award recipient of each of those Associations. For three years, Robin served as President of the Foundation for Insurance and Financial Education.
He has authored two of NAIFA’s Programs in a Box: Multiline Transitioning and Ethics. Robin is a frequent presenter at NAIFA and has spoken at GAMA, NAFIC and MDRT. His University inducted him into their Athletic Wall of Fame. Currently, Robin travels America as a Motivational Speaker and Entertrainer©. Some of his most requested topics are: Social Security Retirement and Taxation (how financial products work with SS). Multiline transitioning (segmenting a book of business into approachable markets). Cash value Life Insurance and Life Insurance Fact Finding Annuities Ethics and Suitability Robin also has presentations on sales ideas, motivation and speech and presentation techniques.
1 Hour CE Credit APPROVED
Course Description: This course will be fast moving and packed with information. You will leave with current information and more knowledge to help your client in this very important, and sometimes confusing topic.
Lawrence Holzberg, LACP, LUTFC, has a knack for stewarding development and growth wherever he goes. Prior to joining Fortis Lux, he served as Managing Director and Director of Sales and Strategic Initiatives for Wealth Advisory Group. Holzberg was focused on the talent acquisition and leadership development. The Life Brokerage Division grew by 20% under his leadership and he was able to aid advisors to double their business in three years' time. Before that, he was able to aid the growth of the broker distribution channel by 15% year after year at Rampart America. It is clear that Holzberg is dedicated to his work such that growth is exponential. To meet the increasing demand for financial advice and services, Holzberg has been committed to providing expertise and personal attention to help advisors succeed. He will focus on expanding the availability of services that Fortis Lux offers throughout the Long Island region.
Throughout his over 30 years of experience in the financial services industry, Holzberg has developed a regional and national reputation for his leadership and a proven track record of developing and managing high-performance teams.
Holzberg received his Bachelor of Business Administration, from Long Island University. Since then he has received certifications for Life Underwriter Training Council Fellow and Life and Annuity Certified Professional both issued by NAIFA.
John Urbanski is a wealth management consultant at Capital Group, home of American Funds, covering northwest Chicago, Wisconsin and Minnesota. He has eight years of industry experience and has been with Capital Group for seven years. Earlier in his career at Capital, John worked as an area sales representative. Before that, he worked at Prudential Financial. He holds a bachelor's degree in finance from the University of Connecticut. He also holds the Certified Investment Management Analyst® designation. John is based in Madison, Wisconsin.
Bill has been involved in Wisconsin state government since 1980. With a background in law and journalism, he has experience with complex and controversial issues, including those related to the environment and utilities. He enjoys working with legislators on both sides of the political aisle, as well as Wisconsin state agencies.
Bill is a shareholder at Schreiber GR Group (formerly Martin Schreiber & Associates) and joined the firm in 2000. He previously worked as a regulatory attorney and lobbyist at the state’s largest law firm. Bill also worked in the Legislature for 18 years, including for the leadership, for the budget-writing Joint Committee on Finance, and for the chairs of committees that oversee telecommunications issues and state agency administrative rules. He is a former newspaper reporter.
Bill graduated cum laude from the University of Wisconsin Law School. He is a journalism graduate of UW-Oshkosh.
Current clients include the the Waukesha Water Utility, Thrivent Financial, Access Wisconsin, the National Association of Insurance and Financial Advisors, the City of Madison, Marsy's Law, and the Forest County Potawatomi Community.
Lover of life and all of the simple things that make it great, Taren Sartler works hard when she has to so she can play hard when she wants to and teaches others to do the same. Taren is a “mom-preneur” and recovered workaholic with over two decades of sales and self-employment experience. All while raising two amazing children as a single mom.
Crying in her car after missing one of her son’s baseball games, she began this journey. To her, success was running her business and supporting the family without having to ever miss a concert, play-date, or baseball game again. She knew the only way to realize that success was to master her habits around how she managed time. You know how it is, noon concert at the elementary school (why is that a thing??) then practice for one kid when school lets out at 2:40 and a game for the other at 4… different sides of town of course. Well add in not having a second driver and running a business; she’s learned a thing or two.
You’ve learned products and tools to create amazing financial plans to better the lives of your clients, both now and in the future. Here you will take time to work on your business like a business and create systems to keep your meeting schedule full of more people to serve. There is so much front-end work to prospect and back-end work to take each sale to issue, that it is easy to become unproductive with the busy work. This presentation will teach you how to truly work smarter, communicate better with staff and teams, streamline general systems, and control your calendar so it stops controlling you.
An industry veteran, Brent brings 24 years of knowledge in the LTC and life brokerage space. Prior to joining OneAmerica in 2019, Brent spent more than 10 years with Mutual of Omaha developing relationships and achieving success with brokerage distribution partners. He has also worked for the American Enterprise (World Insurance and American Republic) and owned an agency in Phoenix, Arizona, where he began his career in the industry in 1998. Brent holds the Certified in Long-Term Care (CLTC) designation and the Long-Term Care Professional (LTCP) designation. Brent is an alum of the University of Nebraska-Omaha. A resident of Omaha, Nebraska, Brent has two children—a daughter, Quinn, and a son, Porter. In his spare time, Brent enjoys spending time with his family, playing golf, watching U.S. National soccer teams, boating, traveling and serving in his community.
1 Hour CE Credit Approved
Course Description: There are a number of concerns that clients must take into consideration when planning for retirement. We will focus on the impact of the potential gap between a client's retirement income plan and the excess costs for extended care.
Steve Gilbert possesses a broad depth of experience that comes from over 25 years of service in the financial services industry. As part of Prudential Annuities' Advanced Planning and Solutions team, Steve works extensively with financial professionals, CPAs, and attorneys, aiding with the complexities and opportunities of retirement planning, income distribution, and estate planning.
Steve is a frequent speaker and published author on subjects including retirement, estate, gift, and income tax planning. In addition to providing support to financial professionals, Steve works alongside the Prudential Annuities National Sales Deck to provide support to the Prudential Annuities Sales and Distribution organization.
1 Hour CE Credit Approved
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