Congrats to our Award Winners!
One of the highlights of the Symposium is our Awards Dinner! Hosted by ESI’s Rich Whalen, the Awards dinner honored both our 2019 and 2020 top producers.
Agency Award Winners
2019 and 2020 Silver Agency Award
The Silver Agency Award winner took the award for the first time in 2019 and captured it again in 2020. Congratulations to Jay Goodman of the Long Island agency!
2019 and 2020 Gold Agency Award
The 2019 and 2020 Gold Agency Award recipient has consistently placed in the top 3 since 2009. Congratulations to Randy Raner of the Northern New England agency!
2019 and 2020 Platinum Agency Award
ESI’s Platinum Agency Award winners broke into the top 3 in 2016, moved in to the #2 slot the following year, and now hold the Platinum Award for 2019 and 2020. Congratulations to Victor Muro and Jim Ortenzio from the New York/New Jersey agency.
Individual Award Winners
2019 Silver Award Winner
Our 2019 Silver Award winner just celebrated 31 years with ESI. Congratulations to Rich Kelly of the Pacific Northwest Agency!
2020 Silver Award Winner
Our 2020 Silver Award Winner celebrated his first time in the top 3. Congratulations to Dominick Citera of the New York Agency!
2019 Gold Award Winner
2019 also marked the first time in our top 3 for our 2019 Gold Award winner. Congratulations to Dan Streeter of the Northern New England agency!
2020 Gold Award Winner
Our 2020 Gold Award winner has been in the ESI Top 3 every year since 2015. Congratulations to Mark Vosk from the MidSouth agency!
2019 and 2020 Platinum Award Winners
This year’s 2019 and 2020 Platinum Award winner is celebrating his 9th year in a row at #1! Congratulations to Steve Simon from the Beverly Hills office!
Ideas and Inspiration
This year’s Symposium included presenters and panels that focused on a variety of topics including:
- Teaming for Growth and Efficiency
- Opportunities in the Business Owner Market
- Annuity Landscape: Solutions for Every Client
- The Value of Managing Both Sides of the Balance Sheet
- Plenty of Fiscal and Monetary Stimulus! Has It Been Overdone?
- DOL Update
- Tapping Into Technology
- Illuminations 2.0: Evolution of a Platform
- Building Your Business with Separately Managed Accounts
- The New Tax Landscape and What It Means for Your Clients
We also shared updates from ESI’s departments and a keynote address from National Life Group Chairman, CEO, and President, Mehran Assadi. The conference closed out with Dr. Ivan Joseph, Award Winning Performance Coach, Leadership & Cultural Transformation Expert.
We’ll be sharing best practices and ideas from the conference in the coming weeks!
Strategic Partner Presence
This year’s conference wouldn’t be complete without our Strategic Partners. This year we were joined by:
- Allianz Life
- AssetMark
- Brinker Capital
- Docupace
- Envestnet
- Equitable Distributors
- Fidelity Institutional
- Goldman Sachs
- Jackson
- Maple Capital Management, Inc.
- SEI
- Touchstone Investments
- Transamerica
And Finally….The Big Reveal
The conference wouldn’t be complete without announcing the 2022 location, and this year was no exception. So where will the 2022 ESI Elite Symposium be held?
June 13 -17, 2022
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