If you didn’t for qualify in 2022 for this year’s ESI Elite Symposium conference, make qualifying in 2023 one of your goals.

Need some inspiration?

The ESI Elite Symposium is a chance to:

• Network with other top producers and hear from world class speakers
• Hear best practices for prospecting and practice management
• Pick up new sales and marketing ideas

And though we haven’t announced the location in 2024 yet, with locations like the Biltmore Estate in Ashville, NC, the Viking Resort in Newport, RI, and the Ritz Carlton Bacara in Santa Barbara, the only question is, “Are you on track to qualify?”.

How to Qualify in 2023
Rep Qualifications:              $425,000* in GDC
Agency Qualifications:        $4,250,000* in GDC

Qualification Period: 1/1/23-12/31/23

Team Qualifications
Note that these qualifications pertain to Teams recognized by ESI (splitting at least 25% of their business)

If any of the above qualifications are not met, an additional invite will not be given. For examples, please see the NL Agent Portal.

*Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule.
All Fixed Indexed Annuity Sales are excluded from this amount. 

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Reserved for our top twenty-five producers, membership in the ESI Circle of Excellence* represents dedication, knowledge, and exceptional success! Congratulations to our 2023 members!

Rich Kelly

Steve Simon

Chuck Creighton

Mark Vosk

Justin Paine

Paul Sortino

Tyler Degeneffe

Travis Ramsdell

Dominick Citera

Dan Streeter

Dan Wolodkiewicz

Nico Riverso

WM Nzambi

Jeffrey Friedrich

Mike Castillo

Don Reutemann

Alan Fishman

Scott Maitland

Scott Levin

James Muro

William D’Angelo

John Stephens

Patrick Stephens

Gary Liskow

Jay Maffe

*Circle of Excellence membership is based on 2022 production. Credits have been adjusted to comply with the Massachusetts Fiduciary Rule. 

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Congratulations to everyone who met ESI Elite Symposium qualifications in 2022! We’re looking forward to seeing you at the Ritz-Carlton Bacara, Santa Barbara from July 24-28, 2023. Boasting two natural beaches and Mediterranean-inspired architecture, the Ritz-Carlton Bacara, Santa Barbara offers luxury resort amenities, scenic ocean views and easy access to the region’s vineyards, restaurants, shops and attractions.

Individual Qualifiers

Rich Kelly
Steve Simon
Chuck Creighton
Mark Vosk
Justin Paine
Paul Sortino
Tyler Degeneffe
Travis Ramsdell
Dominick Citera
Dan Streeter
Dan Wolodkiewicz
Nico Riverso
WM Nzambi
Jeffrey Friedrich
Mike Castillo
Don Reutemann
Alan Fishman
Scott Maitland
Scott Levin
James Muro
William D’Angelo
John Stephens
Patrick Stephens
Gary Liskow
Jay Maffe
Hillory Burkett
Chirag Savalia
David Critelli
Chris Huchro
Edward Degeneffe
Kyle Voiland
Matthew Lempa
Marty Olson
Bert Livingston
Jerry Pasichow
Sam Maruca

Team Qualifiers
Maria Conlon
Michael Kelen
Michelle Lawrence
Peter MacKenzie
Gerald Mirra
Brian Vieselmeyer
Alex Wolodkiewicz
Carey Yukich

Agency Qualifiers
Northern New England – Randy Raner
New Jersey – Mike Marino
Long Island – Rod Hurowitz
Long Island – Jay Goodman
Southern New England – Jay Maffe
MidSouth – Rick Cederberg
Chicago – Ryan Moratti

Looking for Inspiration?
ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class speakers and meet with ESI’s Strategic & Technology Partners.

Business sessions include a variety of formats and topics, such as:

• Rep Panels
• Keynote sessions from world class speakers
• Sales and practice management ideas.
• Updates and breaking news from the ESI Home Office.
• Time with ESI’s Strategic and Technology partners.

During the afternoons, qualifiers enjoy free time to explore the resort and local sights. Evenings feature dinner events.

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In 2022 ESI qualifiers enjoyed the beautiful Utah mountains in Park City. In 2023 we’ll head further west and enjoy the surf and sand of the Ritz-Carlton Bacara, Santa Barbara from July 24-28, 2023. Boasting two natural beaches and Mediterranean-inspired architecture, the Ritz-Carlton Bacara, Santa Barbara offers luxury resort amenities, scenic ocean views and easy access to the region’s vineyards, restaurants, shops and attractions.

How to Qualify:
Rep Qualifications:         $425,000* of GDC
Agency Qualifications:   $4,250,000* of GDC
Qualification Period:       01/01/2022 – 12/31/2022

Congratulations to those that have already qualified as of 10/5/22!*

Rich Kelly

Steve Simon

Chuck Creighton

Dominick Citera

Mark Vosk

Justin Paine

Paul Sortino

Travis Ramsdell

Daniel Streeter

Tyler Degeneffe

Jay Maffe

Dan Wolodkiewicz

Nico Riverso

WM Nzambi

Chirag Savalia

Jeffrey Friedrich

Michael Castillo

Alan Fishman

Don Reutemann

Hillory Burkett

Scott Maitland

Patrick Stephens

John Stephens

James Muro

William D’Angelo

Brian Doherty

Scott Levin

* Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule. All Fixed Indexed Annuity Sales are excluded from this amount.

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From Annuity sales to Advisory sales to Recruiting, ESI’s Leaders for the month of August deserve a SHOUT OUT!

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In 2022 ESI qualifiers enjoyed the beautiful Utah mountains in Park City. In 2023 we’ll head further west and enjoy the surf and sand of the Ritz-Carlton Bacara, Santa Barbara from July 24-28, 2023. Boasting two natural beaches and Mediterranean-inspired architecture, the Ritz-Carlton Bacara, Santa Barbara offers luxury resort amenities, scenic ocean views and easy access to the region’s vineyards, restaurants, shops and attractions.

Congratulations to those that have already qualified!

Rich Kelly	Jay Maffe
Steve Simon	W.M. Nzambi
Chuck Creighton	Chirag Savalia
Mark Vosk	Nico Riverso
Dominick Citera	Michael Castillo
Paul Sortino	Hillory Burkett Jr.
Travis Ramsdell	Jeffrey Friedrich
Tyler Degeneffe	Donald Reutemann
Justin Paine	Alan Fishman
Daniel Streeter	John Stephens
Daniel Wolodkiewicz	Scott Maitland

ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class speakers and meet with ESI’s Strategic & Technology Partners.

Business sessions include a variety of formats and topics, such as:

• Rep Panels
• Keynote sessions from world class speakers
• Sales and practice management ideas
• Updates and breaking news from the ESI Home Office
• Time with ESI’s Strategic and Technology partners

During the afternoons, qualifiers enjoy free time to explore the resort and local sights. Evenings feature dinner events.

How to Qualify:

Rep Qualifications:         $425,000* of GDC
Agency Qualifications:   $4,250,000* of GDC
Qualification Period:       01/01/2022 – 12/31/2022

* Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule. All Fixed Indexed Annuity Sales are excluded from this amount.

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Let’s Celebrate From Annuity sales to Advisory sales to Recruiting, ESI’s Leaders for the month of July deserve a SHOUT OUT!   Welcome to ESI! The following Reps have recently joined ESI: Linda Moyer – Philadelphia Nicholas Marchelos – Long Island Shawn Owen – Long Island Austin Sykora – MidSouth And welcome to Robert Liebman, General Agent of the South Florida Agency!

Individual Leaders

Rich Kelly  $1,300,190 Steve Simon  $800,144 Mark Vosk  $621,335 Chuck Creighton  $603,448 Dominick Citera  $559,583 Travis Ramsdell  $543,949 Paul Sortino  $543,904 Tyler Degeneffe  $533,787 Dan Wolodkiewicz  $522,001 Dan Streeter  $513,166   WM Nzambi  $506,988 Jay Maffe  $501,577 Justin Paine  $499,928 Chirag Savalia  $495,105 Michael Castillo  $465,473 Hillory Burkett  $453,950 Nico Riverso  $449,493 John Stephens  $440,444 Scott Maitland  $430,657 Don Reutemann  $429,901   WM Nzambi  $463,229 Mark Vosk  $458,313 Dan Wolodkiewicz  $456,707 Paul Sortino  $409,387 John Stephens  $407,285     Rich Kelly  $978,369 Dominick Citera $363,245 Justin Paine $343,141 Chirag Savalia $307,350 Nico Riverso $280,534   Jay Maffe  $212,360,094 Paul Sortino  $200,708,735 Nico Riverso  $199,153,681 Chuck Creighton  $191,100,083 Steve Simon $186,771,703 Gary Howell  219% Margaret Antoniello  217% Jillian Jones  203% Janet Knutsen  178% Rich Kelly  151%

Agency Leaders

Long Island (Jay Goodman/Rod Hurowitz)     8 MidSouth (Rick Cederberg)           6 Chicago (Ryan Moratti)     2 Northern New England (Randy Raner)          2 White Plains (John Blumberg)   2   Northern New England (Randy Raner)       $6,147,471 New Jersey (Mike Marino)       $5,237,768 Southern New England (Jay Maffe)       $3,779,160 MidSouth (Rick Cederberg)       $3,748,304 Long Island (Jay Goodman/Rod Hurowitz)   $3,698,389 * As of 7/27/22

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In 2022 ESI qualifiers enjoyed the beautiful Utah mountains in Park City. In 2023 we’ll head further west and enjoy the surf and sand of the Ritz-Carlton Bacara, Santa Barbara from July 24-28, 2023. Boasting two natural beaches and Mediterranean-inspired architecture, the Ritz-Carlton Bacara, Santa Barbara offers luxury resort amenities, scenic ocean views and easy access to the region’s vineyards, restaurants, shops and attractions.

Click here for highlights from the 2022 Awards Dinner.
Click here for highlights from the 2022 Final Night event.

ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class speakers and meet with ESI’s Strategic & Technology Partners.

Business sessions include a variety of formats and topics, such as:

• Rep Panels
• Keynote sessions from world class speakers
• Sales and practice management ideas
• Updates and breaking news from the ESI Home Office
• Time with ESI’s Strategic and Technology partners

During the afternoons, qualifiers enjoy free time to explore the resort and local sights. Evenings feature dinner events.

How to Qualify:

Rep Qualifications:         $425,000* of GDC
Agency Qualifications:   $4,250,000* of GDC
Qualification Period:       01/01/2022 – 12/31/2022 * Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule. All Fixed Indexed Annuity Sales are excluded from this amount.

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From Annuity sales to Advisory sales to Recruiting, ESI’s Leaders for the month of June deserve a SHOUT OUT! Click the link to read more!

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Let’s Celebrate From Annuity sales to Advisory sales to Recruiting, ESI’s Leaders for the month of May deserve a SHOUT OUT!   Welcome to ESI! The following Reps have recently joined ESI: Michael Clark – Long Island Thomas Pruzin – Chicago David Critelli – Long Island Darryl Hicks – MidSouth John Ezer – Texas

Individual Leaders

Rich Kelly  $1,050,600 Steve Simon  $583,069 Mark Vosk  $440,545 Chuck Creighton  $428,117 Chirag Savalia  $392,187 Paul Sortino  $389,358 Jay Maffe  $389,301 Travis Ramsdell  $384,772 Tyler Degeneffe  $379,540 Hillory Burkett  $376,783 Justin Paine  $364,749 Dan Wolodkiewicz  $358,272 Dan Streeter  $355,477 WM Nzambi  $346,256 Dominick Citera  $344,479 Michael Castillo  $325,551 Nico Riverso  $312,373 John Stephens  $311,789 Alan Fishman  $303,106 Scott Maitland  $301,757   Mark Vosk  $324,923 WM Nzambi  $315,727 Dan Wolodkiewicz  $311,159 John Stephens  $285,470 Paul Sortino  $285,246 Rich Kelly  $810,840 Justin Paine  $259,474 Chirag Savalia 259,076 Hillory Burkett  $245,321 Dominick Citera 204,272   Jay Maffe  $220,591,118 Paul Sortino  $201,549,202 Nico Riverso  $198,967,038 Chuck Creighton  $193,581,020 Steve Simon 188,871,298 Jan Knutsen 275% Margaret Antoniello 265% Rich Kelly 202% Chirag Savalia 187% Robert Boswell 169%

Agency Leaders

Long Island (Jay Goodman/Rod Hurowitz)   6 MidSouth (Rick Cederberg)    5 Northern New England (Randy Raner)  2 Texas (Dave Bostick)    2 Chicago (Ryan Moratti)  1   Northern New England (Randy Raner)       $4,323,603 New Jersey (Mike Marino)       $3,801,948 MidSouth (Rick Cederberg)       $2,809,139 Southern New England        $2,716,698 Long Island (Jay Goodman/Rod Hurowitz)   $2,551,746 * As of 06/01/22

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