Vector One
www.vector-one.com
1-800-851-8559

Vector One provides powerful information to managers and executives accountable for the bottom line impact of agent performance. If you ever wondered how much new premium revenue you have to generate to offset debit balance losses, or if you are about to expand the size of your agent force, Vector One is a great opportunity for your company. It is not often that something this inexpensive can potentially save your company tens of thousands of dollars. Vector One provides specific information, addressing a very costly problem, tailored for the insurance industry. Vector One is the least expensive, most cost-effective agent screening and commission-management tool available.

Vector One’s founder and CEO, Rick Dugger started Vector One in 1989,after a successful career with three Fortune 500 companies. Vector One helps companies manage relationships with agents who have histories of "company jumping" and leaving companies owing debit balances. Vector One is the insurance industry’s only source for this very important information…it’s database of agents with commission-related debit balances is not publicly available: It can only be accessed by Vector One subscribers via Vector One’s secured web portal, and is the only database of its type. Credit reporting agencies only track consumer transactions; an agent’s debit balance is a commercial transaction, and cannot be obtained from a credit reporting agency. Again, this is not public information…there is no other source. Vector One is truly “due-diligence insurance” for the insurance industry.

Mr. Paul Lee, Vice President, Sales
Sales Activity Management

Paul Lee is Vice President of Sales for Sales Activity Management, Inc., which provides activity-based planners, training, consulting, eScoreboard and eRewardBoard software to most of the major financial services and insurance companies in the country. Paul is responsible for driving the day-to-day product sales and sales operational areas for SAM. He is committed to inspiring confidence in the future and to help producers and managers achieve their sales, recruiting and retention goals.

Before joining SAM, which now has over 50,000 clients nationwide across companies like (Securian, Ameriprise, American General, AXA Advisors, Bankers Life, Knights of Columbus, New York Life, Northwestern Mutual, Principal Financial, Prudential to name a few) Paul has spent the past fifteen years in sales and management across mostly the enterprise software and financial services and insurance industries.

Sales Activity Management’s mission is to help sales professional succeed and managers to lead…by providing the most effective activity management solutions available anywhere…that inspire confidence and success.

Paul is a 1992 graduate of Tiffin University in Tiffin, Ohio and holds a Bachelor’s of Business Administration and Sports Management degree. Paul was a four year varsity baseball player at Tiffin and served as co-captain his senior year. He also held several positions within the Phi Theta Pi business fraternity while at Tiffin. Paul resides in Schererville, Indiana with his wife of 10 years, Tracy, and their two children Isabella and Jacob.

Michael B. Levin
Entertainer

From Old Blue Eyes to blue-eyed soul, multi-talented Michael B. has it all! His amazing voice along with this live band takes your audience on a memorable journey through some of the greatest music of all time. From the classic crooners including Sinatra and Bennett to R&B greats like Luther Vandross and Brian McKnight, Michael B. does them all and many more. He is currently featured on Nicholodean’s “Hey Arnold.” Michael has shared the stage with Donna Summer, Jeff Foxworthy, Paul Rodriguez and many others. Michael was the main event at Christian Slater’s birthday bash in Hollywood.

John DeVincent
Executive Vice President, Marketing
eMoney Advisor

John DeVincent is Executive Vice President of Marketing. Mr. DeVincent started at eMoney as the Vice President of Product Management, working closely with advisors to develop the eMoney system. He quickly took on new roles to assist the company to market by developing Customer and Sales Support, Training and Marketing departments. He was instrumental in the of the development of the award winning software solution’s customized marketing packages which today are an intrinsic component of the company’s offering to advisors. He has launched numerous versions of the system and new marketing packages for advisors.

Prior to joining eMoney, Mr. DeVincent was the Senior Director of Content Management and Director of E-Commerce for VerticalNet. There he was a Senior Management Executive in software application deployment in the B2B and e-commerce retail product environment. This encompassed full product creation and lifecycle experience including execution of product management, product marketing, operations, and business planning.

Mr. DeVincent gained his market knowledge as an Investment Advisor (holding Series 7 and 63 licenses) for Valley Forge Asset Management where he started his career. Mr. DeVincent went on to develop a retail chain of sporting good stores where he expanded the footprint and launched the company’s e-commerce facilities.

Mr. DeVincent is a graduate of La Salle University where he earned a Bachelor Degree of Science in Finance in 1985.

Mr. Larry Moore
Western Regional Director
John Hancock
(206) 409-7527
lamoore@jhancock.com
Nearly 17 years in the Long Term Care Insurance Industry. Much of that time actually advising clients personally in this area. Larry started his career with AMEX Life, an American Express company which was later acquired by GE Capital. Shortly after the acquisition, Larry opened an Edward Jones branch in the San Francisco Bay Area and built that franchise until he was recruited to participate in a start-up company in Seattle. The start-up lasted 2 years until funding ended and he was recruited to join Prudential Financials Long Term Care Operation as their Western Regional Sales Manager. In November of 2005, he was later recruited to join John Hancock’s as their Western Director for Long Term Care sales.

Larry was born and raised in the San Francisco Bay area. Attended the University of San Francisco where he earned a BS in Finance and Economics and later returned to USF and Earned his MBA. Larry now resides in Mill Creek, WA with his wife Kristin and their three children.

Mr. Robert Ritter (sponsor/speaker)
President
InsMark, Inc.
www.InsMark.com
1-925-543-0522

Bob Ritter, Chairman/CEO of InsMark, has been in life insurance sales and sales management for over four decades. Fresh from Williams College with a degree in Psychology, Bob started with Mass Mutual in northern New Jersey. At age 26, he was appointed General Agent by Mass Mutual in Oakland, California -- the youngest General Agent ever appointed by that company. Three years later he took over a New York City agency for Mass Mutual where he was twice awarded the National Manpower Award, the company’s most prestigious award for the development of sales leaders.

In the early 1980s, Bob formed InsMark, a company dedicated to producing transferable marketing techniques for a wider group of producers. The success of InsMark has been phenomenal as 150+ companies have sponsored InsMark products utilized by over 30,000 producers.

Bob is a life member of MDRT and was a qualifier for Top of the Table and International Forum until the growth of InsMark required all of his time. A dynamic and entertaining speaker, Bob was featured at the 1995, 1996, and 2004 MDRT annual meetings as well as the 2002 (Main Platform) and 2004 Top of the Table, and 2003 and 2006 (Main Platform) International Forum.

Bob is a past member of the MDRT Foundation’s Board of Directors and a member of the Split Dollar Sub-Task Force of the Association of Advanced Life Underwriters (AALU). Bob is also the Founder and Past President of the Diablo Advocates, an organization dedicated to youth opportunities as well as an Honorary Faculty Member of Children’s Hospital Medical Center and Research Foundation (Oakland, CA) specializing in an insurance-related curriculum as it relates to planned giving.

Bob is a graduate of Williams College, and he and his wife, Laurel, live in Alamo, California. They have eight children and 20 grandchildren.

Edwin J. Pittock, CSA (sponsor)
Founder
Society of Certified Seniors Advisors
www.csa-csa.com
1-888-828-9256

When Ed Pittock founded the Society of Certified Senior Advisors in 1996, he sensed he was filling a sizable need among America’s seniors and the myriad professionals that serve this fast-growing population. Little did he realize back then just how huge that need was.

It was only logical; Ed reasoned back then, that the many professionals who catered to the over-55 population would benefit from a cohesive and comprehensive training program that dealt with the issues foremost in the minds of America’s seniors.

Issues regarding mental and physical well being, financial solvency, residency options, plus the many spiritual, legal and moral questions that runs through peoples’ minds as they begin to age.
To create the kind of training he had in mind, Ed turned to experts in geriatric medicine, gerontology, elder law, financial planning, accounting and spiritual guidance among others.
The result: the renowned Certified Senior Advisor course that has become the gold standard in training professionals who serve the senior population.

Now, less than a decade since its inception, the Society of Certified Senior Advisors has become the world's largest premier organization of its kind. More than 23,000 individuals have enrolled in the exclusive CSA training, and countless seniors have benefited from the sensitive and informed advice they’ve received from those who earned the coveted CSA designation.

Today, Ed Pittock is an in-demand speaker who is highly regarded for his keen insights into the social, economic and health patterns concerning older adults. His enthusiasm for ethics and for meeting the needs of the senior market is a breath of fresh air in today’s business climate — an enthusiasm that is nothing short of contagious.

Ed has addressed over 50,000 professionals and thousands of seniors on priority senior issues. He was named Speaker of the Year by the National Society of Accountants and was a delegate to the White House Conference on Aging in December 2005. He has published articles in many senior magazines and professional journals and wrote the booklet Ageless Wisdom for Ageless Living, which sold 200,000 copies in five months.

Ed is a member of the National Council on Aging, the American Society on Aging, the Gerontological Society of America, Business Forum on Aging, and Colorado Gerontological Society.

He may be reached at 303-757-2323, ext. 201.

Mr. Joe Valenzano
EP Global Communications
www.eparent.com

Edward Baran
National Association of Professional Agents
napa-benefits.org

Richard L. Dugger
R.L. Dugger Enterprises, Inc. dba
Vector One
rldugger@vector-one.com