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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