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CLOSED SESSIONS

LAMP has a long history of providing top-notch speakers that introduce first-line and front-line leaders to innovative, relevant and forward-thinking strategies, techniques, and tools to help them build their business in the year ahead. All sessions undergo a rigorous peer-vetting process and each speaker must provide an innovative insight into growth and development, a forward-thinking tactical takeaway or a breakthrough trend or tool for action that has been previously tested.

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Stéphanie Caron
Human Resources Manager

Philippe Vézina, B.A.A
Business Development Manager

SFL, a Partner of Desjardins Financial Security Independent Network

Stephanie Caron is the Human Resource Manager since 2007.  Philippe Vezina, is an Advisor and a Manager in business development since 2011. They are associates at SFL Cité de Montcalm in Quebec City and also French Canadian.

They are an eight-time winner of the Award of the Financial Center of the Year in Canada. This year, they also won second place for recruiting. In the last 10 years, they ranked within the top three. In order to win this prize, they need to reinvent their business year after year.

Since 2007, they hired 117 advisors and 84 still remain. Their retention rate is 83% after 5 years. Their past presentation experience, their understanding of the topic, and their successes make them subject matter experts.

In 2008, Cité de Montcalm consisted of 60 advisors. They had significant growth in the last eight years. Currently, they are the biggest financial center in Canada with 128 advisors. Additionally, their average advisor age of 52 declined to age 42 in eight years.

They are ready for the future and the millennia’s. They do things differently which is why they have different results. As a result of continually finding new and innovative ways to build and grow great advisors, they have beaten the performance of the industry.

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Jeffrey (Jeff) D. Moore, MBA, CHFC, CLU
Regional Executive Vice President

AXA Group, Central Region

AXA Group is a global leader in financial protection strategies and wealth management. AXA serves 100 million individual and corporate clients worldwide.

Jeff is a Regional Executive Vice President with AXA Advisors and has responsibility for business development and business practices for the State of Texas. The Texas Organization currently has approximately 300 financial professionals and is ranked as the 11th largest organization of its type worldwide by GAMA International. As of Dec. 31, 2015, this group had $6 billion in assets under management and $17 billion of life insurance in force.

Jeff is currently in his 23rd year with the Firm.

Education:
BBA with Honors from Baylor University, 1991
MBA from Baylor University, 1993

Firm awards:
National Developing District Award in 1996 and 1997
Texas Region District Manager of the Year in 1997 and 1998
National District Leadership Award
National Builders Trophy
Regional President’s Trophy
National President’s Trophy 2007, 2008, 2011, 2012, 2013, 2014, 2015, 2016
Gold President’s Trophy 2013, 2014, 2015

Affiliations:
Past Board Member for Child Study Center
Past Board Member for Tarrant County Cystic Fibrosis Foundation
Past Board Member for Juvenile Diabetes Research Foundation
Past Board Member for Tarrant County March of Dimes
Past Board Member for Wish With Wings
Past Board Member for Gulf Coast Chapter of Cystic Fibrosis Foundation
General Agents Management Association
Society of Financial Service Professionals

Additional awards:
Who's Who in Fort Worth Business
Fort Worth Business Press “40 Under 40”
GAMA International Master Agency Award 2008-2016

Licenses held:
FINRA registrations: Series 4, 6, 7, 24, 26, 63, 65, and Insurance Licensed
CHFC - Chartered Financial Consultant, American College
CLU - Chartered Life Underwriter, American College

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Troy Korsgaden
President & Consultant

Korsgaden International

Troy Korsgaden is one of the insurance industry’s most respected Consultants, and a highly sought-after speaker.  He has been motivating and educating agency and carrier audiences, ranging in size from 100 to 3,000, for more than 20 years. Mr. Korsgaden is the founder of leading insurance carrier consulting firm Korsgaden International. He is also is the author of many insurance agency “how-to” books, including Power Position Your Agency; Profit from Change; Unleash the Power of Your Agency; and Specialization: The Master Key to Agency Transformation, along with his latest book Success and Sanity.

Over his career, Mr. Korsgaden has been commissioned to speak before major industry organizations such as GAMA, LIMRA and NAIFA, and to agents from North America’s largest carriers, including Allstate, State Farm, Nationwide, American Family, Farmers, Cooperators of Canada, and RBC.  He has spoken to more than 150,000 insurance Executives, Brokers, Agents, and Staff.

Mr. Korsgaden is also the very successful founder and co-owner of the Korsgaden/Jansma Insurance Agency, which he took from infancy to becoming one of the top Farmers insurance agencies in North America. For his agency’s success, Mr. Korsgaden has won myriad awards, including being the first-ever agent recipient of the Lifetime Achievement Award from Farmers Insurance Group of Companies. His other industry awards include:
• Commercial Agent of the Year, Farmers Insurance Group, from among 14,000 Agents
• Perennial Million Dollar Round Table Qualifier
• Presidents Council Member for 21 consecutive years (among ½ of 1% of the more than 14,000 U.S. Farmers agents for each year)
• First-ever agent recipient of the Lifetime Achievement Award, Farmers Insurance Group of Companies
• Multiple Agent of the Year Award, Farmers Insurance Group.  From among 14,000 agents Nation Wide.
• Personal Lines Agent of the Year, Farmers Insurance Group.  From among 14,000 agents wide.
• Winner, Small Business of the Year, Visalia, California
• Preferred Underwriting Agent
• Multiple Industry Awards and Recognition

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Robert Fashano
General Agent & CEO

Alliance Advisory Group

Bob has been a general agent with Guardian and the CEO of Alliance Advisory Group since 1979. The firm has been a consistent leading agency with the Guardian, and has received the award for runner-up to the President’s Cup twice and is a consistent GAMA Master Agency recipient.

Within Guardian, Bob has served as a member of the Field Advisory Board three times including as chairman in 1998. Currently, he has been a founding faculty member of the Guardian Leadership Institute and the new Associate General Agent program, which aims to develop frontline and first line leaders.

In the industry, he has taught a variety of courses including, GAMA’s Agency Management Training, Field Leadership Series and CLU certification for the American College. Bob is a certified facilitator for the John Maxwell Company’s Leadership Programs including Lead In-Lead Out, The Five Levels of Leadership and the 360 Degree Leader.

He has recently formed a coaching business, Fashano Leadership Group, LLC dedicated to growing leaders within our industry.

He is the past president of both his local GAMA organization and Society of Financial Services Professionals, and past chair of the GAMA Foundation for Educational Research. Currently, he serves as immediate president of GAMA International and a recipient of GAMA’s Master Agency.

He is an active member with the National Association of Insurance and Financial Advisors, Million Dollar Round Table, American Society of Financial Services Professionals and the Association of Advanced Life Underwriters.

He has spoken nationally and internationally to industry and non-industry organizations on leadership development and coaching techniques. Bob has had the opportunity to speak at LAMP four times including twice on the main platform in 2004 and 2010. He is also the co-author of the book The Power of Coaching and soon to be released book Lessons from the Porch.

In June 2015, he received the Spencer L. McCarty award by the New York State Chapter of the National Association of Insurance and Financial Advisors (NAIFA-NYS). This recognition is only given out when a candidate demonstrates exceptional devotion, years of outstanding dedication and service to the institution of life insurance.

In the community, he has served on the board of trustees of Roswell Park Cancer Institute and Forest Lawn Cemetery Heritage Foundation, and currently serves as past chairman of the Buffalo/ Niagara Chapter of the American Heart Association.

Bob and his wife Patty have two children and six grandchildren and reside in Buffalo, New York.