Congratulations to our Award Winners!
One of the highlights of the Symposium is our Awards Dinner! Hosted by ESI’s John Keenan, the Awards dinner honored both our 2022 top producers.
Agency Award Winners
2022 Silver Agency Award
The Silver Agency Award went to co-General Agents and a recruiting powerhouse – congratulations to Jay Goodman and Rod Hurowitz of the Long Island agency
2022 Gold Agency Award
The 2022 Gold Agency Award recipient took over the New Jersey agency as General Agent in 2021 and took home the gold award for a second time. Congratulations to Mike Marino of the New Jersey agency!
2022 Platinum Agency Award
ESI’s Platinum Agency Award winner has been affiliated with ESI since 1994, consistently placing in the top 3 Agencies since 2009. With $9,009,758 in GDC in 2022, congratulations to Randy Raner of the Northern New England agency!
Individual Award Winners
2022 Silver Award Winner
Our 2022 Silver Award winner has been with ESI for 39 years and is a consistent ESI Circle of Excellence member. Congratulations to Chuck Creighton of the Philadelphia Agency!
2022 Gold Award Winner
The 2022 Gold Award winner joined ESI in 1995 and has consistently placed in the top 3 since 2007. A consistent Circle of Excellence member, in 2021 he was the recipient of the ESI President’s Award. Congratulations to Steve Simon from Beverly Hills!
2022 Platinum Award Winner
Our 2022 Platinum Award Winner isn’t new to the Top 3 but celebrated his first time at #1! A consistent Circle of Excellence member, he took home the Platinum Award with $1,562,400 in GDC. Congratulations to Rich Kelly from the Pacific Northwest agency!
Ideas and Inspiration
This year’s Symposium included presenters and panels that focused on a variety of topics including:
- How Regulations and New Concepts of Retirement are Changing the Retirement Landscape
- 5 Important Questions for Business Owner Clients and Prospects: Unlock the Door to Better Conversations
- An Overview of Existing and New Technology Resources
- The Thin Line Between Wealth and Legacy
- Best Practices for Effectively Using Social Media
- Structuring a Succession Plan for Yourself and How to Structure a Buy/Sell agreement for advisor succession
- From to SMA Sales Ideas to Tax Overlay Services, the Latest Opportunities in Illuminations
We also shared updates from ESI’s Leadership during a Leadership Town Hall and a keynote address from National Life Group Chairman, CEO, and President, Mehran Assadi. The conference closed out with “Delivering Value that will Never be Undervalued” with Mitch Anthony, the founder and president of Advisor Insights Inc., The Financial Life Planning Institute, ROL Advisor, and Life-Centered Planners (U.K.).
Strategic Partner Presence
This year’s conference wouldn’t be complete without our Strategic Partners. This year we were joined by:
- 3D Asset Mgmt
- Allianz
- AssetMark
- Brighthouse
- Brinker Capital/Orion
- CellTrust
- Corebridge/AIG
- Envestnet
- Equitable
- Fidelity
- Investigo
- Jackson National
- Lincoln Financial
- Maple Capital
- National Life
- Prudential
- Red Tail
- SEI
- Touchstone
- Transamerica
We’ll be sharing best practices and ideas from the conference in the coming weeks as well as pictures!
It’s not too late to qualify for the ESI Elite Symposium the Four Seasons in Nashville in 2024! Click here for qualifications and details.
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