A

2009 OVERVIEW
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Our Mission
To be a valued, member-driven, international
network of leading insurance and investment
financial services professionals/advisors who
serve their clients by exemplary performance
and the highest standards of ethics, knowledge,
service and productivity.

Table of Contents

Letter From the President ..................... 2

“ MDRT helps the best financial
About Us ........................................... 3
services professionals become
MDRT Membership is… ...................... 4
even better.” Membership Benefits ..........................5
Membership Requirements . .................6
— Walton W. Rogers, CLU, ChFC
2009 MDRT President Code of Ethics.................................... 8

Executive Committee.......................... 10

Management Council........................ 12

2008 MDRT Statistics........................ 13

Programs & Services......................... 14

MDRT Meetings................................ 16

MDRT Foundation............................. 20
Grant Programs ...............................22

MDRT Past Presidents......................... 24

Staff & Departments.......................... 28

Offices & Contact Information............. 30

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“B eing a member enhances my

life by reminding me that I must
continually strive to be the
best I can bE.”
— Walter C. Sprye Jr., CLU, ChFC,
Dear Friends of MDRT: 31- year member,
Rocky Mount, North Carolina
It is with great pride that I present to you the 2009 Million Dollar Round
Table (MDRT) Overview.

With the changing economy impacting all of our lives, there has never been
About Us
a more important or better time to be in the financial services business. Plus,
MDRT members are poised to help their clients overcome economic changes
MDRT, The Premier Association of Financial Professionals,
better than anyone else. As professional financial advisors, they recognize
the need to further educate their clients on the importance of preparing for
is an international, independent association of the world’s
the future. best life insurance and financial services professionals.

What makes MDRT unique is that MDRT members help each other stay on
top by sharing proven advice, ideas and solutions to help provide peace
of mind to clients when they need it most. This year’s MDRT Overview is
filled with information about MDRT and its many programs that help MDRT
members provide the best possible service to their clients. After reviewing the
information, you’ll see why MDRT and its members are, and will continue to
be, the best of the best.
If you have any questions or need any additional information about
MDRT and its programs and services, please contact MDRT’s Marketing
and Communications Department at any time.
Sincerely,
MDRT members demonstrate exceptional professional knowledge, strict
ethical conduct and outstanding client service. MDRT membership is
recognized internationally as the standard of sales excellence in the life
insurance and financial services business.
History of MDRT
In 1927, 32 extraordinary life insurance producers, each of whom
had sold at least USD 1 million of life insurance, dreamed of an
international forum dedicated to fostering a high-standard, professional
approach to life insurance sales and service. Founded on the belief
that growth is a result of exchanging ideas, the concept was: “To
receive, individuals must give.” A positive influence in the life insurance
industry, MDRT has grown through a rich tradition of sharing knowledge
for the benefit of clients, prospects, producers and companies.

Walton W. Rogers, CLU, ChFC MDRT Quick Facts

2009 President Members ................... 39,340
Companies represented...... 491
Nations & territories
represented......................... 84
Female members........... 14,883
Members from
United States................ 12,957
Members from outside
United States................ 26,383

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MDRT Membership is…
“M DRT helps me keep a balance and pay attention to all areas
of my life daily.”
— Godfrey Phillips, FChFP, JP, 24-year member, Caringbah, New South Wales, Australia
An Exclusive Community
MDRT membership represents less than
1 percent of the world’s life insurance and
financial services professionals, making
it a highly coveted and respected career
achievement. Every aspect of MDRT
membership is geared for the world’s
top financial services professionals.
Productivity
MDRT offers a multitude of resources to help
members enhance their productivity, grow
their businesses and elevate their service
capabilities to clients. MDRT members benefit
from networking with industry peers, attend-
ing the MDRT Annual Meeting, and taking
advantage of MDRT’s many educational
products and services. MDRT members help
one another reach even higher levels of
success by sharing their best financial plan-
ning and practice management techniques.
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Enrichment
MDRT embraces the Whole Person concept,
which encourages a balance of seven life
parts — health, family, spiritual, education,
financial, community service and career.
MDRT encourages members to give attention
to all areas of their life and to find balance
between work and family responsibilities,
specifically through the MDRT Foundation,
as well as through motivational and inspira-
tional MDRT Annual Meeting Main Platform
and Focus Session presentations. Because
MDRT members lead more satisfying lives,
they are better professionals.
mem bership benefits
MDRT membership connects members to one another — the best and brightest in the
financial services profession — giving members access to the greatest resources, solutions
and minds in the business.
Career-Enhancing Education
Through its many programs, services and
products, MDRT provides opportunities
for members to gain new and unique
insights into all aspects of the business,
leading to even greater success.
Ideas
MDRT is the world’s premier forum for
the exchange of life insurance and
financial planning ideas, concepts and
techniques. At MDRT, the desire to grow
is infectious, and members help one
another develop and refine their skills.
Motivation
Members must qualify each year for
membership, creating a culture of
motivation and inspiration. Members
challenge and encourage one another
to achieve their personal best each year.
MDRT’s Court of the Table and Top
of the Table membership levels serve
as additional incentives to increase
productivity.
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Networking
MDRT membership is reserved for the
world’s most successful life insurance
and financial services professionals.
Because of this, all members have
instant access to networking with other
successful people, allowing them to
share ideas and develop lasting per-
sonal and professional friendships with
peers from around the world.
Recognition
Membership in MDRT is a distinguishing
career milestone that is only available
to those who have demonstrated
exceptional professional knowledge,
expertise and client service. MDRT
membership is highly regarded, as it is
the mark of excellence in the insurance
and financial services industry. MDRT’s
insignia items allow members to wear
their membership proudly.
Personal Development
& Leadership
The Round Table provides many
volunteer leadership opportunities for
personal and professional growth,
allowing members to achieve a more
meaningful, satisfying life.

Membership Requirements
To qualify for MDRT membership, prospective members must adhere to
the highest ethical standards and meet specific production requirements,
which are increased annually.
Members and prospective members must submit a membership
application each year. Additionally, each member must belong to at
least one recognized financial/insurance association, provided one
exists in the member’s country.
Membership Categories
Qualifying
An individual who is a first-time applicant becomes a Qualifying (Q)
member when his or her application and certifying letters are approved.
Until the 10th year of membership is attained, the member will be a
Qualifying member.
Qualifying & Life
One becomes a Qualifying and Life (QL) member when approved for
the 10th year of membership. Qualifying and Life status is maintained
in future years by submitting certified production with the membership
application.
Life
Once Qualifying and Life membership has been attained, a member
may choose to apply as a Life (L) member by not including certified
production with the membership application. Life members must annually
submit an application and pay dues.
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“The goals set by the organization (for
Court of the Table and Top of the Table)
give me targets to shoot for and help me
maintain my focus.”
— Robert L. Avery II, CLU, ChFC,
23-year member, Denver, Colorado
Production Levels
Membership in the 2009 Round Table, based on 2008 production,
is based on a minimum of USD 87,900 of eligible commissions
paid or USD 175,800 paid premium credited to the agent’s account.
Membership in the 2010 Round Table, based on 2009 production,
will be based on a minimum USD 94,000 of eligible commissions
paid or USD 188,000 paid premium.
COURT OF THE TABLE and TOP OF THE TABLE serve as additional
incentives for members to increase their levels of production, leading to
additional recognition and access to advanced levels of membership.
Both Court of the Table and Top of the Table members can take advan-
tage of additional member benefits provided exclusively to them.
Court of the Table
Court of the Table members must earn three times the MDRT base pro-
duction requirement and are eligible to attend a special session at the
MDRT Annual Meeting.
Top of the Table
Top of the Table, MDRT’s highest level of membership, comprises those
members who submit six times the MDRT production requirement. These
highly accomplished members network and share ideas at a separate
Top of the Table Annual Meeting and a special session at the MDRT
Annual Meeting. Members also have access to an exclusive Top of the
Table members-only Web site.

Code of Ethics
“M DRT generates motivation, ethical business practices and
encourages the knowledge so necessary in my business.”
— Walter J. Scott Jr., CLU, 38-year member, Oshkosh, Wisconsin
MDRT members should be ever mindful that
complete compliance with and observance
of the Code of Ethics of MDRT shall serve to
promote the highest quality standards of
membership. These standards will be beneficial
to the public, and the insurance and financial
services profession. Therefore, members shall:
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1. Always place the best interests of
their clients above their own direct or
indirect interests.
2. Maintain the highest standards of
professional competence and give
the best possible advice to clients
by seeking to maintain and improve
professional knowledge, skills and
competence.
3. Hold in the strictest confidence and
consider as privileged all business
and personal information pertaining
to their clients’ affairs.
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4. Make full and adequate disclosure
of all facts necessary to enable their
clients to make informed decisions.
5. Maintain personal conduct
that will reflect favorably on the
insurance and financial services
profession and MDRT.
6. Determine that any replacement of
an insurance or financial product must
be beneficial for the client.
7. Abide by and conform to all provisions
of the laws and regulations in the
jurisdictions in which they do business.

Executive Committee
MDRT is governed and managed by a five-member Executive
Committee duly elected each year by the MDRT membership.
The 2009 MDRT Executive Committee includes:
Walton W. Rogers, CLU, ChFC, of Annapolis, Maryland, is MDRT’s President and
a 35-year member with three Court of the Table qualifications. He has served as
a member or Chair of numerous MDRT committees and task forces, and has been
an active volunteer for the MDRT Foundation. A Platinum Knight-level donor to
the Foundation, he served as its 2005 Vice President and was a member of the
Foundation Board of Trustees for three years. He also has participated in several
major activities of the MDRT Foundation, including the Habitat for Humanity
home build and many Phonathons. Rogers manages W. Rogers & Associates,
a five-person financial services firm located in Annapolis. In the industry, Rogers
has served twice as president of the Annapolis Association of Insurance and
Financial Advisors, and he is a 15-time recipient of Baltimore’s Agency Leader
Award. Rogers is active in his community as a past president of the Annapolis
Rotary Club and the Annapolis Woodworkers Guild. He also is a six-year
veteran of the Maryland Air National Guard.
James E. Rogers, CLU, CFP, MDRT Immediate Past President, is a 36-year
member from Vancouver, British Columbia, Canada. With 27 Top of the Table
honors, he has served as a Chair and member of numerous Round Table com-
mittees, most recently serving as the 2004 Divisional Vice President of Strategic
Relations. He is an Excalibur Knight of the MDRT Foundation and a Platinum
Knight of the Canadian MDRT Foundation. Rogers is founder of Rogers Group
Financial, a 51-person independent financial advisory firm that is now in its 35th
year, in addition to being involved with numerous community activities. In 2001,
Rogers was the first recipient of Advisor’s Edge magazine’s Career Achievement
Award. The Financial Planners Standards Council also recently awarded him the
prestigious 2008 Donald J. Johnston Award for Outstanding Contribution to the
Profession of Financial Planning in Canada.
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Guy E. Baker, MSFS, CLU, of Irvine, California, is MDRT’s First Vice
President. He is a 39-year MDRT member with 30 Top of the Table
qualifications. He has served in many leadership positions within MDRT,
including twice as a member of Management Council and as a member
of the Top of the Table Advisory Board. In addition, he is an Excalibur
Knight of the MDRT Foundation and served as the Foundation’s President
in 2000. As managing director of the BTA Advisory Group, Baker
manages a group of five financial services companies focused on the
needs of wealthy business owners. Also an industry leader, he has
served as a member of the board of directors of the Association for
Advanced Life Underwriting (AALU) and the Orange County Association
of Insurance and Financial Advisors. Baker has presented at the MDRT
Annual Meeting 13 times, and has written several books and hundreds
of articles for industry publications.
Julian H. Good Jr., CLU, ChFC, of New Orleans, Louisiana, is MDRT’s
Second Vice President and a 26-year member with three Court of the
Table and two Top of the Table honors. He has served in many leadership
positions within MDRT, including as Divisional Vice President of Communi-
cations in 1997, Membership Administration in 2001, and Business and
Educational Services in 2004. In addition, he has served as a commit-
tee Chair seven times. Good is also a three-time MDRT Annual Meeting
speaker, and a Diamond Knight and Steward of the MDRT Foundation.
Good’s practice focuses on estate and retirement planning, business
insurance and nonqualified and qualified retirement plans. Locally, he is a
past president of the Greater New Orleans Association of Insurance and
Financial Advisors and past president of the New Orleans chapter of the
Society of Financial Service Professionals. He is currently president of the
New Orleans Estate Planning Council and is a member of the Association
for Advanced Life Underwriting.
Jennifer A. Borislow, CLU, of Methuen, Massachusetts, is MDRT’s
Secretary and a 21-year MDRT member. Her commitment to the Round
Table is evident in numerous distinctions and volunteer positions. A
qualifier of one Court of the Table and 11 Top of the Table honors, in
2005 she became the first female to serve at the helm of Top of the Table.
She is a frequent MDRT Annual Meeting speaker, and has served as
Divisional Vice President of Finance and Communications. Other
distinctions include past Chair positions of the Media Task Force and
Public Relations Committee. In addition, she is a Platinum Knight of the
MDRT Foundation. Borislow is the founder and principal of Borislow
Insurance Agency Inc. Her team of 21 employees handles employee
benefits for more than 400 corporate clients. Borislow is also a
recognized industry expert and well-known speaker, addressing
audiences throughout the world.
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2008 MDRT Statistics

Membership Statistics (all figures are in USD)
Average Commissions...$195,833 Average Premiums...... $668,118
Median Commissions...$120,730 Median Premiums....... $228,189

Management Council
Average Commissions Average Lives ................... 172
per Life/Case................. $1,188
Median Lives ...................... 82
Median Commissions
per Life/Case................. $1,352
“M DRT is important to me because of lasting friendships formed,
its powerful effect on my insight and personal and professional 2008 Top 10 Companies by Membership
growth, and the opportunity to develop leadership skills.” 1 .Samsung Life Insurance Co. Ltd. (Republic of Korea)...................... 2,486
— Joyce B. Knaus, CLU, CFP, 29-year member, Wayne, New Jersey 2 N. ew York Life (United States)......................................................... 2,167
3 .SBI Life Insurance Company Ltd. (India). ................................. 1,662
The Management Council is MDRT’s leadership 4 .Northwestern Mutual Financial Network (United States) ............ 1,411
5 .AIA-Hong Kong (Hong Kong SAR)........................................... 1,159
team and comprises the Executive Committee, 6 .MetLife Korea (Republic of Korea).................................................. 1,050
7 .ING Life Insurance Co. Ltd. – Korea (Republic of Korea)................ 999
MDRT Foundation President and a Divisional 8 Prudential Financial (United States)................................................... 746
Vice President from each of the following areas: 9 AXA Advisors LLC (United States)..................................................... 706
10 Sony Life Insurance Company (Japan)........................................ 639
Annual Meeting Member Communications
Program Development Ross Vanderwolf, CFP 2008 Top 10 Countries by Membership
James Douglas Pittman, CLU, CFP 1 United States........... 12,957 6 Taiwan R.O.C............ 2,183
Membership Services
Annual Meeting Program Andrew C. Lord, CLU, ChFC 2 Republic of Korea....... 7,065 7 Canada.................... 1,155
General Arrangements 3 India......................... 3,563 8 Singapore................. 1,025
Peter R. Magni, LUTCF Membership Standards 4 Japan....................... 3,175 9 P.R. China.................... 789
Regina Bedoya, CLU, ChFC
5 Hong Kong SAR......... 2,443 10 Malaysia...................... 709
External Relations
Steven A. Plewes, CLU, ChFC Practice Management
Caroline Kheng, ChFC
Finance
Sally W. Munford, MSFS, CLU Top of the Table
Michelle L. Hoesly, CLU, ChFC

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MDRT/GAMA International
Mentoring Program
The MDRT/GAMA International

Programs & Services Mentoring Program is designed to assist

companies by increasing productivity,
assuring agent retention and stabilizing
morale. The program gives aspiring
“T he sales ideas shared through MDRT’s publications, audio and
agents the opportunity to be mentored
video media, and meetings, consistently revitalize my practice.” by a veteran MDRT member.
MDRT Product
— Robert L. Tedoldi, CLU, ChFC, 32-year member, Oldsmar, Florida Sales and Services
MDRT Speakers Bureau Our products and services reflect our
The MDRT Speakers Bureau is a dedication to promoting prestige,
complete database of pre-approved,
MDRT offers many professional programs experienced MDRT-member speakers
professional growth and personal
growth. MDRT’s professional develop-
and resources, for both MDRT members and who are available to speak to companies ment products are distributed through
and associations upon request. MDRT- its retail channels: The MDRT Power
non-MDRT members, including: member speakers provide audiences Center, an on-site store at the MDRT An-
with superior sales ideas, transferable nual Meeting; The MDRT Power Center
sales concepts and outstanding Web site, which is MDRT’s online store;
Head Office Partnership (HOP) Program motivation to help them realize their
Throughout the year, as part of the Head Office Partnership (HOP) direct marketing; and various industry
full potential and take their business to trade shows. Boosted by the prestige
program, MDRT leaders and staff travel to companies’ home offices to
the highest levels of success. People of the MDRT brand, MDRT’s best-selling
promote MDRT and to strengthen ties with companies. Through the HOP
looking for a speaker can search the member-authored products, such as
program, which began in 1992, MDRT representatives have held more
Speakers Bureau by speaker name, “The MDRT Objections Handbook”
than 500 meetings with more than 300 companies in 39 nations. MDRT
geographic location or speech topic. and “The MDRT ‘How To’ Book: A
records indicate that Executive Committee members have visited nearly
MDRT members are the best in the Practice Management Guide,” are
19,000 home offices of MDRT members.
industry and the MDRT Speakers classic industry examples of the
Bureau is the No.1 resource for organization’s commitment to
companies and associations to find a professional development products.
top-notch, high-quality MDRT-member
speaker for their next event or meeting.

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MDRT Meetings
“I never would have stayed in the business during the bad times
if I didn’t have to get back to the Annual Meeting every year.”
— Laurie A. Posey, CLU, 17- year member, Cincinnati, Ohio
MDRT meetings are considered the best in the
industry, providing inspiration, access to cutting-
edge ideas, and an opportunity to network
with some of the most successful insurance and
financial services advisors in the world. MDRT
is unique in that each member, while already
successful in his or her own right, understands
that to receive, one must give. One way MDRT
members share and help keep what they have
earned is by attending MDRT’s meetings.
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MDRT Annual Meeting
Each year, more than 6,000 of the world’s
top producers — MDRT members — meet
in a spirit of camaraderie for one of the
greatest gatherings of financial services
professionals in the world: the MDRT
Annual Meeting. The meeting has been
described as a one-of-a-kind event, unrivaled
in the world of business. The Annual Meeting
is a reward for members’ hard work the
previous year, and it provides inspiration to
help members qualify for MDRT membership
the following year.
2008 MDRT Annual Meeting
During MDRT’s five-day Annual Meeting, June 22–26 • Toronto, Ontario, Canada
attendees are exposed to some of the finest Total attendance: ..................... 8,118
and most innovative sales ideas in the
life insurance-based, financial services
Members in attendance: ........... 7,117
business. The meeting offers approximately First-time attendees: .................. 3,009
80 speakers during its motivational Member attendees from
Main Platform presentations, educational United States: .......................... 1,846
Focus Sessions and insightful breakfast
Member attendees from
and special sessions, allowing members
outside United States: ............... 5,331
to share ideas, consider new perspectives
Countries represented: . ................. 72
and gain the education that propels
them to the next level in their businesses. Female member attendees: . ...... 2,603
More importantly, members can network Number of speakers: ..................... 90
with other top financial services
professionals from around the world,
building friendships and business
relationships that last a lifetime.
2009 MDRT Annual Meeting
June 7–11 • Indianapolis, Indiana
Indiana Convention Center

mdrt meeti n gs (continued)
Top of the Table Annual Meeting
The purpose of the Top of the Table Annual
Meeting is to provide an educational meet-
ing for the exchange of advanced sales
ideas and for the development of inter-
personal relationships among the world’s
leading financial producers: members of
Top of the Table, the highest level of MDRT
membership.
During the four-day meeting, about 40
professional, nonmember and Top of the
Table member speakers discuss subjects of
vital concern to those in the life insurance
and financial services industry. Nearly 300
Top of the Table members from 23 countries
attended the 2008 Top of the Table Annual
Meeting October 22–25, in Austin, Texas.
The 2009 Top of the Table Annual Meet-
ing will be held October 7–10 in Kauai,
Hawaii.
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MDRT Experience meeting
The purpose of this event is to bring the
legendary experience of the MDRT Annual
Meeting to nonmembers. This event, mod-
eled after MDRT’s Annual Meeting, delivers
cutting-edge sales techniques and ideas,
technical information and motivational
concepts for those in the life insurance and
financial services business.
The first MDRT Experience meeting was
held in Singapore in 1998, and approxi-
mately 3,300 people attended. Nearly
7,000 people from 30 different nations
attended the MDRT Experience meeting in
Chiba, Japan, in February 2008. Originally
held every other year, starting in 2010,
the MDRT Experience meeting will be
held every year. The 2010 Experience
meeting, scheduled for March 11–13 in
Seoul, Korea, is open to all financial
services professionals.
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2009 Boomertirement
Road Shows
Dallas Los Angeles
February 16 March 3
Hyatt Regency Dallas Wilshire Grand Hotel
Washington, D.C. New York City
Boomertirement Road Shows February 18 March 5
Washington Marriott New York Marriott
To help ignite and explore financial
East Side
solutions to the baby boomer retirement Chicago
crisis, MDRT hosted the Boomertirement February 25
Industry Summit in 2007. During the Hyatt Regency O’Hare
Summit, media and leaders in the life
insurance and financial services industry
participated in interactive sessions with
leading economists, authors, scholars,
financial experts and thought leaders, Held in conjunction with the National
including Alan Greenspan, Ph.D., Association of Insurance and Financial
former chairman of the Federal Reserve Advisors and the Society of Financial
of the United States. Service Professionals, these road
shows, which are open to all financial
To continue this successful program, services professionals, will provide
in 2009 MDRT is hosting a series of new industry research, best practices
Boomertirement Road Shows in different and community tools designed to help
cities, encouraging members of the advisors assist baby boomers in taking
financial services industry to spread the action to better prepare for retirement
Boomertirement message — taking any — even in these tough economic times.
action to prepare for retirement is better For more information on the MDRT
than taking no action — in their own Boomertirement program, visit
communities. www.Boomertirement.com.

MDRT Foundation
Financial Professionals
Changing Lives Worldwide ™
The MDRT Foundation is the philanthropic
arm of MDRT. The mission of the MDRT
Foundation is to increase member and industry
participation and to give funds to worthwhile
charitable organizations throughout the world.
The vision of the MDRT Foundation is to be
the premier charitable foundation involving all
members and improving the quality of life for
those in need.
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The MDRT Foundation provides a vehicle
for MDRT members and corporate
partners to pursue their philanthropic
goals, which highlight the compassion
and integrity of the life insurance and
financial services industry.
In 2009, the MDRT Foundation is
celebrating 50 years of charitable giving
worldwide. Since its formation in 1959,
the MDRT Foundation has granted more
than USD 23.2 million to charitable
organizations serving people in 67
countries and all 50 U.S. states. Starting
in 2003, thanks to the Million Dollar
Promise Appeal, an annual fundraising
campaign, the MDRT Foundation has
awarded more than USD 1 million in
grants each year. In 2008, more than
USD 1.8 million in grants was distributed.
The MDRT Foundation awards grants
to support a wide range of programs
and charitable causes based on
MDRT member interests. However, to
be awarded a grant by the MDRT
Foundation, organizations/programs
must meet the following criteria:
• Endorsed by an MDRT member
• Non-sectarian
• Responsibly managed
• Appropriate fiscal accounting
procedures employed
• Sponsor and/or charity has not
received a grant from the MDRT
Foundation in the previous year
• Classified as a charitable organiza-
tion by their government (in United
States, must be classified as a 501(c)
(3) by the Internal Revenue Service)
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Levels of Knighthood
Foundation donors become Knights of
the MDRT Foundation through cumulative
lifetime gifts of USD 2,000 or more.
Bronze . ............................ USD 2,000
Silver . .............................. USD 3,000
Gold ................................ USD 5,000
Diamond . ....................... USD 10,000
Platinum . ........................ USD 25,000
Excalibur ........................ USD 50,000
Legion of Honor.............. USD 100,000
Royal Order................... USD 250,000
Global Gift Fund
Global Gift Fund is a donor-advised
service of the MDRT Foundation
that allows individuals to create a
family legacy. Donor-advised funds
provide an opportunity to have a
family foundation similar to a private
foundation without the administrative
hassle. Unlike private foundations, a
donor-advised fund is an efficient and
inexpensive means of creating a family
legacy. Additional information about
the Global Gift Fund can be found
at www.globalgiftfund.org.
Additional information about the MDRT
Foundation and ways to contribute can
be found at www.mdrtfoundation.org.

“B y volunteering for the MDRT
Foundation, I know that my
efforts help countless people
around the world.”
— Aurora Saenz, 17- year member,
Weslaco, Texas
MDRT Foundation
Grant Programs
The Quality of Life Award Grant Program
This program recognizes outstanding volunteerism and leadership by
MDRT members who are actively involved in charitable organizations.
Grants are awarded to charitable organizations in the name of the MDRT
member selected as a Quality of Life award recipient. If the application
qualifies, the Grants Committee could award the designated charity one
of 20 awards in the amount of USD 2,500. If the applicant’s volunteerism
and leadership is deemed exceptional by the committee, the designated
charity may receive one of three awards in the amount of USD 5,000,
or one of two awards in the amount of USD 10,000. In addition, one
grant in the amount of USD 25,000 will be awarded to the designated
charity in the name of the MDRT member whose volunteerism is selected
as most exceptional by the committee.
Worldwide Grants
These grants are designed to recognize charitable programs or projects
that reach people less fortunate in MDRT member communities around
the globe. Therefore, all applications must be accompanied by a letter of
endorsement from a current member of MDRT. Worldwide grant award
amounts are based on the size and scope of the organization and/or
program for which the applicant requests. Regional or local programs
typically receive grants ranging from USD 500 to USD 5,000. National
or international programs typically receive grant funding ranging from
USD 5,000 to USD 25,000.
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Volunteer Community Service Projects
From time to time, the MDRT Foundation organizes volunteer community
service projects in partnership with charities. These volunteer projects
allow MDRT members to make a lasting difference in a community.
The MDRT Foundation provides a significant grant to help boost the
charity’s mission while organizing a group of MDRT members to serve
as volunteers for a community service project. Since 2002, the MDRT
Foundation has coordinated eight projects that have built playgrounds
and Habitat for Humanity homes around the world.
In honor of the MDRT Foundation’s 50th Anniversary, on April 26–
May 1, 2009, approximately 100 MDRT volunteers will participate
in the Foundation’s largest-ever volunteer community service project in
Indianapolis, Indiana. The MDRT Foundation is partnering with Habitat
for Humanity, Kids Around the World and Riley Children’s Foundation
to build three homes, create a safe and colorful playground, and
provide much-needed renovations to Camp Riley, respectively.
If you are aware of a community
Additional information about MDRT Foundation
service project for the MDRT
grant programs and grant recipients can be
Foundation and MDRT volunteers,
found by visiting www.mdrtfoundation.org
please contact the MDRT Foundation
and clicking on Grant Programs.
at knight@mdrt.org.

MDRT Past Presidents
YEAR TOTAL MEMBERSHIP
1927 *Paul F. Clark, CLU, John Hancock, Boston, Massachusetts ............................. 32
Meeting at the Peabody, Memphis, Tennessee
1928 *William M. Duff, CLU, Equitable – New York, Pittsburgh, Pennsylvania............ 39
Meeting at the Book-Cadillac, Detroit, Michigan
1929 *George E. Lackey, CLU, Massachusetts Mutual, Detroit, Michigan................... 64
Meeting at the Mayflower, Washington, D.C.
1930 *Earl G. Manning, John Hancock, Boston, Massachusetts.............................. 118
Meeting at the Royal York, Toronto, Ontario, Canada
1931 *Theodore M. Riehle, CLU, Equitable – New York, New York, New York ........ 168
Meeting at the William Penn, Pittsburgh, Pennsylvania
1932 *Robert A. Brown, Pacific Mutual, Los Angeles, California ............................ 125
Meeting at The Fairmont, San Francisco, California
1933 *M. J. Donnelly, Equitable – New York, New Castle, Pennsylvania . ............... 101
Meeting at The Stevens, Chicago, Illinois
1934 *Thomas M. Scott, Penn Mutual, Philadelphia, Pennsylvania . ........................ 118
Meeting at The Schroeder, Milwaukee, Wisconsin
1935 *Caleb R. Smith, Massachusetts Mutual, Fort Lauderdale, Florida ................... 124
Meeting at The Savery, Des Moines, Iowa
1936 *Harry T. Wright, Equitable – New York, Chicago, Illinois . ........................... 143
Meeting at the Ritz Carlton, Boston, Massachusetts
1937 *Grant Taggart, California – Western States, Cowley, Wyoming ................... 158
Meeting at the Brown Palace, Denver, Colorado
1938 *Jack Lauer, Penn Mutual, Cincinnati, Ohio ................................................. 162
Meeting at The Rice, Houston, Texas
1939 *Paul C. Sanborn, Connecticut Mutual, Boston, Massachusetts ...................... 163
Meeting at The Jefferson, St. Louis, Missouri
1940 *Henry G. Mosler, Massachusetts Mutual, Los Angeles, California ................. 154
Meeting at the Bellevue -Stratford, Philadelphia, Pennsylvania
1941 *H. Kennedy Nickell, CLU, Connecticut General, Chicago, Illinois ................. 171
Meeting at the Netherland Plaza, Cincinnati, Ohio
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1942 *Robert P. Burroughs, National Life – Vermont, Manchester, New Hampshire .. 223
No meeting due to war.
1943 *Ron Stever, CLU, Equitable – New York, Los Angeles, California .................. 232
Meeting at the William Penn, Pittsburgh, Pennsylvania
1944 *A. J. Ostheimer III, Northwestern Mutual, Honolulu, Hawaii . ....................... 408
Meeting at The Statler, Detroit, Michigan
1945 *John E. Clayton, Massachusetts Mutual, Newark, New Jersey ...................... 468
No meeting due to war.
1946 *Louis Behr, CLU, Equitable – New York, Chicago, Illinois ............................. 525
Meeting at French Lick Springs, French Lick, Indiana
1947 *Harold S. Parsons, The Travelers, Corona Del Mar, California ..................... 726
Meeting at the New Ocean House, Swampscott, Massachusetts
1948 *Paul H. Dunnavan, CLU, Canada Life, Minneapolis, Minnesota . .................. 829
Meeting at French Lick Springs, French Lick, Indiana
1949 *Paul W. Cook, CLU, Mutual Benefit Life, Chicago, Illinois ............................ 824
Meeting at the Netherland Plaza, Cincinnati, Ohio
1950 *Theodore Widing, CLU, Provident Mutual, Philadelphia, Pennsylvania .......... 790
Meeting at Haddon Hall, Atlantic City, New Jersey
1951 *John O. Todd, CLU, Northwestern Mutual, Evanston, Illinois ......................... 949
Meeting at the Hotel Del Coronado, Coronado, California
1952 *Walter N. Hiller, CLU, Penn Mutual, Chicago, Illinois . ............................. 1,065
Meeting at the Mount Washington, Bretton Woods, New Hampshire
1953 *William T. Earls, CLU, Mutual Benefit Life, Cincinnati, Ohio ...................... 1,240
Meeting at The Greenbrier, White Sulphur Springs, West Virginia
1954 *G. Nolan Bearden, New England Life, Atlanta, Georgia .......................... 1,492
Meeting at the Hotel Del Coronado, Coronado, California
1955 *George B. Byrnes, CLU, New England Life, Palos Verdes, California ......... 1,557
Meeting at The Greenbrier, White Sulphur Springs, West Virginia
1956 *Arthur F. Priebe, CLU, Penn Mutual, Rockford, Illinois ............................... 2,013
Meeting on the Kungsholm to Bermuda
1957 *Howard D. Goldman, CLU, Northwestern Mutual, Richmond, Virginia ....... 2,438
Meeting at The Greenbrier, White Sulphur Springs, West Virginia
1958 *William D. Davidson, CLU, Equitable – New York, Chicago, Illinois .......... 2,987
Meeting at the Banff Hotel, Banff, Alberta, Canada
1959 *Adon N. Smith II, CLU, Northwestern Mutual, Charlotte, North Carolina .... 2,688
Meeting at the Americana, Bal Harbour, Florida
1960 *Robert S. Albritton, CLU, Provident Mutual, Los Angeles, California ........... 3,040
Meeting at the Hilton Hawaiian Village, Honolulu, Hawaii
1961 *James B. Irvine Jr., CLU, Northwestern Mutual, Chattanooga, Tennessee .... 2,932
Meeting at the Americana, Bal Harbour, Florida
1962 Lester A. Rosen, CLU, Union Central, Memphis, Tennessee ......................... 3,122
Meeting at The Queen Elizabeth, Montreal, Quebec, Canada
1963 *Daniel H. Coakley, New York Life, Boston, Massachusetts ........................ 3,420
Meeting on The Kungsholm to Bermuda
1964 *Alfred J. Lewallen, CLU, Mutual Benefit Life, Miami, Florida ...................... 3,202
Meeting at The Diplomat, Hollywood, Florida

1965 *Iram H. Brewster, Phoenix Mutual, Pittsburgh, Pennsylvania ...................... 3,636
Meeting at The Broadmoor, Colorado Springs, Colorado
1966 *Donald Shepherd, John Hancock, Boston, Massachusetts ......................... 4,076
Meeting at the Statler Hilton, Boston, Massachusetts
1967 *Frank E. Sullivan, CLU, Mutual Benefit Life, Newark, New Jersey . ............. 4,616
Meeting at Congress Hall, Lucerne, Switzerland
1968 *Sadler Hayes, Penn Mutual, New York, New York ................................... 5,078
Meeting at the Masonic Memorial Temple, San Francisco, California
1969 *Stanley S. Watts, CLU, Equitable – New York, Miami, Florida ................... 5,689
Meeting at The Diplomat, Hollywood, Florida
1970 John H. Ames, CLU, Mutual Benefit Life, Morristown, New Jersey ................ 6,675
Meeting at the Hilton Hawaiian Village, Honolulu, Hawaii
1971 Richard G. Bowers, CLU, New York Life, Keokuk, Iowa .............................. 7,589
Meeting at The Washington Hilton, Washington, D.C.
1972 *James B. Longley, CLU, New England Life, Lewiston, Maine . .................... 8,361
Meeting at The Queen Elizabeth, Montreal, Quebec, Canada
1973 Henry F. McCamish Jr., CLU, Massachusetts Mutual, Atlanta, Georgia ......... 9,587
Meeting at The Seattle Center, Seattle, Washington
1974 C. Robinson Fish III, CLU, Northwestern Mutual, Boston, Massachusetts ..... 10,987
Meeting at the Fountainebleau, Miami Beach, Florida
1975 Jack Peckinpaugh, CLU, ChFC, Indianapolis Life, Muncie, Indiana ............ 12,422
Meeting at the Masonic Memorial Temple, San Francisco, California
1976 Rulon E. Rasmussen, CLU, New York Life, Phoenix, Arizona . .................... 11,804
Meeting at The Hynes Auditorium, Boston, Massachusetts
1977 *Marshall I. Wolper, CLU, Equitable – New York, Miami, Florida . ............ 12,757
Meeting at the Atlanta Civic Center, Atlanta, Georgia
1978 Jack L. McKewen, CLU, Fidelity Mutual, Birmingham, Alabama . ............... 14,742
Meeting at the Blaisdell Center, Honolulu, Hawaii
1979 Paul L. Oliver Jr., CLU, Prudential of America, San Francisco, California .... 17,205
Meeting at McCormick Place, Chicago, Illinois
1980 Millard J. Grauer, CLU, Equitable – New York, Chicago, Illinois ................ 17,406
Meeting at The Rivergate, New Orleans, Louisiana
1981 Clune J. Walsh Jr., CLU, Home Life, Detroit, Michigan . ............................ 17,581
Meeting at Radio City Music Hall, New York, New York
1982 *Stanley Liss, CLU, New York Life, New York, New York........................... 17,737
Meeting at the Atlanta Civic Center, Atlanta, Georgia
1983 Jack B. Turner, CLU, ChFC, General American Life, Clarksville, Tennessee.......17,679
Meeting at the Dallas Convention Center, Dallas, Texas
1984 Paul R. Buckley, CLU, New England Life, Lewiston, Maine ........................ 18,964
Meeting at Radio City Music Hall, New York, New York
1985 Ron D. Barbaro, North American Life, Toronto, Ontario, Canada .............. 21,722
Meeting at the San Francisco Civic Auditorium, San Francisco, California
1986 Frank Friedler Jr., CLU, Home Life, New Orleans, Louisiana . .................... 20,598
Meeting at the Orange County Convention/Civic Center, Orlando, Florida
1987 Wilmer S. Poynor III, CLU, ChFC, New York Life, Birmingham, Alabama..... 17,051
Meeting at McCormick Place, Chicago, Illinois
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1988 Arlen I. Prentice, CLU, ChFC, Seattle, Washington ..................................16,944
Meeting at the Atlanta Civic Center, Atlanta, Georgia
1989 G. Carey Hauenstein, CLU, State Mutual of America, Laurel, Mississippi..... 16,792
Meeting at the Metro Toronto Convention Centre, Toronto, Ontario, Canada
1990 *David H. Hilton, CLU, ChFC, Northwestern Mutual Life, Chicago, Illinois......16,393
Meeting at the San Francisco Civic Auditorium, San Francisco, California
1991 Seymour Petrovsky, CLU, Business Men’s Assurance, Phoenix, Arizona....... 16,297
Meeting at the New Orleans Convention Center, New Orleans, Louisiana
1992 William T. O’Donnell, Massachusetts Mutual, Chicago, Illinois................. 15,957
Meeting at McCormick Place, Chicago, Illinois
1993 Charles D. Marks, CLU, ChFC, Prudential of America,
New Orleans, Louisiana.................................................................. 15,721
Meeting at the Hynes Convention Center, Boston, Massachusetts
1994 Lyle L. Blessman, Northwestern Mutual, Englewood, Colorado . ................ 15,686
Meeting at the Dallas Convention Center, Dallas, Texas
1995 Robert B. Plybon, CLU, ChFC, Phoenix Home Life,
Greensboro, North Carolina ............................................................. 15,703
Meeting at the Metro Toronto Convention Centre, Toronto, Ontario, Canada
1996 Walter G. Schnee III, Phoenix Home Life, Pasadena, California................ 18,784
Meeting at the Anaheim Convention Center, Anaheim, California
1997 John W. Cruikshank III, CLU, Northwestern Mutual, Deerfield, Illinois......... 18,815
Meeting at the Atlanta Civic Center, Atlanta, Georgia
1998 Gene L. Mahn, CLU, ChFC, Massachusetts Mutual,
Thousand Oaks, California.............................................................. 19,182
Meeting at McCormick Place, Chicago, Illinois
1999 Reginald N. Rabjohns, CLU, ChFC, New England Financial,
Chicago, Illinois................................................................................... 21,262
Meeting at Ernest N. Morial Convention Center, New Orleans, Louisiana
2000 Brian H. Ashe, CLU, Independent, Lisle, Illinois......................................... 23,341
Meeting at Bill Graham Civic Auditorium, San Francisco, California
2001 Tony Gordon, Independent, Bristol, England, United Kingdom.................... 25,037
Meeting at Metro Toronto Convention Centre, Toronto, Canada
2002 Marvin H. Feldman, CLU, ChFC, New York Life, East Liverpool, Ohio......... 28,282
Meeting at Gaylord Opryland Resort and Convention Center,
Nashville, Tennessee
2003 Richard H. Sullenger, GenAmerica Financial, Bakersfield, California.......... 27,665
Meeting at Paris and Bally’s Hotel and Casino, Las Vegas, Nevada
2004 George B. Pickett, J.D., CLU, Valmark Securities, Jackson, Mississippi......... 29,652
Meeting at the Anaheim Convention Center, Anaheim, California
2005 Adelia C. Chung, CLU, ChFC, Chung Insurance and
Investment Group, Honolulu, Hawaii....................................................... 33,297
Meeting at the Ernest N. Morial Convention Center, New Orleans, Louisiana
2006 Stephen O. Rothschild, CLU, ChFC, Rothschild & Sale, St. Louis, Missouri..... 35,781
Meeting at the San Diego Convention Center, San Diego, California
2007 Philip E. Harriman, CLU, ChFC, Lebel and Harriman, Falmouth, Maine....... 35,662
Meeting at the Colorado Convention Center, Denver, Colorado
*Deceased

Staff & Departments
MDRT headquarters in Park Ridge, Illinois, is home to approximately
75 professional staff who work in eight different departments. Each
department director reports to Executive Vice President John J. Prast,
CAE, LLIF. Prast’s primary responsibility is managing all staff and
administration of MDRT, as well as serving as the liaison to the
Executive Committee and overseeing staff implementation of MDRT
policy decisions as set by the Executive Committee. The departments
and their respective Directors are:
MDRT Managing Director
Stephen P. Stahr, CAE, is responsible for the smooth and efficient
operation of MDRT. He exercises management responsibility to ensure
the organization has the proper operational controls, administrative
and reporting procedures, and human resources in place to deliver
services that are designed to meet the needs of members, member
leaders and staff.
Finance and Administration Department Director
Patrick A. Koziol, EA, CDP, is responsible for MDRT investments, budget-
ing, financial reporting, accounting insurance, data processing services
and the Word Processing Center, as well as managing the headquarters
building and its support services.
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MDRT Foundation Director
Nick M. Falco, CFRE, CAE, is responsible for encouraging member
volunteerism, as well as for raising and distributing funds to worthy
charitable organizations throughout the world.
Human Resources Director
Jacqueline F. Campa is responsible for the recruitment of personnel,
management of compensation and benefits, and implementation
of personnel policies for MDRT. She is also responsible for MDRT’s
Professional Services Department, including the Administrative Center
and Contact Center.
Information Services Director
William A. Jesse is responsible for the development and management of
the information-gathering and technology capacities of MDRT, including
the development of office automation procedures and MDRT volunteer
evaluation/selection systems and pool.
Marketing and Communications Director
Pamela K. Brown, CMP, CAE, is responsible for programs that promote
MDRT and its members favorably, accurately, positively and informatively.
This includes public/media relations, MDRT’s Web site, products,
committees and Round the Table, the official publication of MDRT.
Meeting Services Director
Raymond Kopcinski, CMP, is responsible for the overall coordination
and implementation of the Annual Meeting and other related MDRT
meetings. He also has full responsibility for the creative and technical
production relating to these meetings.
Membership and International Services Director
Thomas S. Ensign is responsible for all membership inquiries, as well as
membership processing and managing membership marketing efforts,
including the MDRT/GAMA International Mentoring Program, and
developing and maintaining relationships with life insurance companies
around the world.
 Offices & Contact Information

• MDRT headquarters:
Park Ridge, Illinois, USA
To interview a member of the Executive Committee or an
MDRT member, contact Jessica Butera or Jennifer Schimka
at 847.692.6378.

• Europe Office (opened 2005):

Brussels, Belgium
Provides information, service and support to MDRT members
and potential members throughout Europe.
Million Dollar Round Table
• AsiaPacific Office (opened 2008): 325 West Touhy Avenue
Singapore Park Ridge, IL 60068-4265 USA
Provides information, service and support to MDRT members Phone: 847.692.6378
and potential members throughout Asia Pacific. Fax: 847.518.8921
E- mail: info@mdrt.org
• Online
Visit www.mdrt.org for additional information on Translated versions of this
MDRT. For the MDRT Foundation and ways to contribute, Overview can be found at
visit www.mdrtfoundation.org. www.mdrt.org/overview/translated

Million Dollar Round Table®, MDRT®, Top of

the Table®, Court of the Table®, MDRT Foundation®,
Global Gift Fund®, FamilyTime®, Boomertirement®,
and The Premier Association of Financial
Professionals® are all registered trademarks
of the Million Dollar Round Table.

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 www.mdrt.org
Million Dollar Round Table
325 West Touhy Avenue
Park Ridge, IL 60068-4265 USA
Phone: 847.692.6378
Fax: 847.518.8921
E- mail: info@mdrt.org

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