Wade Diebner is CEO and co-founder of Life Settlement Resources, LLC (“LSR”). Wade is responsible for the corporate vision, overall strategic direction and strategic alliance management of LSR. Wade is focused on growing business through the formation of strategic alliances with both suppliers and purchasers of life settlement policies while enhancing the overall growth of LSR.

Wade has over 13 years of experience building financial service companies. Wade is also managing Partner of DT Capital Management LLC, a California Registered Investment Advisor.  Wade has 6 years of experience running closed end life settlement funds.  Wade also was a General Partner and Head trader at Primarius Capital from 2001 to 2005.  Prior to that Mr. Diebner was a Specialist/Head Trader for Charles Schwab and company beginning in 1996.

Dr. J. T. Houk, whom everyone calls "Dock," is a graduate of Phillips Academy, Andover; Brown University; University of Economics, Helsinki (Fulbright) - MBA; LaSalle University – JD; and American University - Ph.D.  He was born in Dayton, Ohio, and when his father built a plywood manufacturing plant in Georgia, the family moved to Sea Island, Georgia where he grew up.

“Dock” Houk, one of the most respected men in the financial industry, currently CEO of National Heritage Foundation (NHF).  NHF, which he began in 1968, has brought all the advantages of a public foundation to family donors. He is a pioneer and originator in the field of fund raising for charities, which he calls, "Philanthropic Marketing."

Dock truly lives his role as charitable entrepreneur, having given away his total assets to charity. This dynamic executive accepts an annual salary of $12,000 from NHF for his 80-hour work week and  he still can give away $1,000 per month to charitable and family concerns.  Through Dock’s vision, the National Heritage Foundation has established more than 10,000 projects that will ultimately deliver more than $5 billion for varied philanthropic purposes.

Dock has written nine books including an award-winning text in Basic Economics, technical books on Development Banking (translated into Spanish), books on tennis, fundraising, charitable entrepreneurship, and his most recent, “To Give is to Live.”

As President and CEO of AMS, Michael S. Midlam has created an organization with $12 billion in fixed and equity-indexed annuity premium under management.

Mr. Midlam has over 31 years experience in both corporate and field management related to insurance and financial industry education, field training and entry-level to top financial recruitment. Before joining AMS, he was Director of Management Development with a major international insurance carrier where he was responsible for design, delivery and implementation of first and second line management skills to support corporate and regional business plans.

Esteemed as a creative and resourceful expert, Mr. Midlam has received the Purdue University Marathon Award in recognition of his achievements. He holds FIC and FICF designations and is a published author in Life Sales and Broker's World Media and co-author of The Retirement Guide.

Eric V. Miller, FLMI is President of Capital Wealth Strategies which is the exclusive representative for United National Funding; a leading asset based lender and premium finance partner in the insurance industry. 

Prior to joining Capital Wealth Strategies in 2008, Eric served as Senior Vice President, Special Markets for The Potomac Group, a Crump Group company (formerly BISYS) since 2004.  He had corporate-wide responsibility for premium finance at Crump Group.  Eric began his financial services career 22 years ago with Mutual of New York’s executive development program where he became one of the youngest corporate officers.  He worked in the Real Estate Division, followed by heading up the Secondary Limited Partnership trading desk at Financial Services Corporation, and later as a Sales Manager in the Atlanta Agency.  He was then promoted to Director of In-force Marketing in 1990, and Associate Managing Director in 1998 where he helped develop the Brokerage Distribution Channel.   Eric went on to Penn Mutual as Regional Director and partner in Executive Compensation Concepts prior to joining The Potomac Group.

Eric was born in New Haven, CT, and received a Bachelor of Science Degree in Computers Science with a concentration in Business Administration from Elizabethtown College in Pennsylvania.  He holds NASD Series 7, 24, 63 and 65 licenses.  Eric lives in Northern Virginia with his two children: a 13 year old son with a heart of gold, and an 11 year old daughter who is gifted and talented.

A practicing professional, Mark Pace has almost 30 years of experience in the life insurance industry and has intimate knowledge of the design, manufacture, and distribution of its products.  Over the course of his career, Mark has assisted in the acquisition and on-going management of literally billions of dollars of life insurance.

As the creator of ObjectiView: The Life Insurance Property Management System™ Mark has developed a new model for maximizing the return on investment in life insurance premiums for the sole benefit of the consumer.  ObjectiView is an industry transforming process that helps consumers confidently acquire, manage, and maximize their investments deposited in this most valuable form of property.  ObjectiView also provides LIPM Training to advisors using the lipmPRO services.

The LifeSpan Advantage™, a core technology of the ObjectiView process, provides a new way to help consumers manage their property based on their unique, personalized Life Expectancy and Health Evaluation.

Mark is a nationally renowned speaker and author on these advanced planning technologies.  Some of his audiences include InKnowVision, InsMark, The National Network of Estate Planning Attorneys, numerous FPA Associations and legal and accounting advisory firms across the nation.  He has authored various articles such as The Inevitable Policy Crash©, The LifeSpan Advantage© and Life Insurance Industry Confusion Threatens Your Future©.

His firm provides training and advice to high-net-worth individuals, their advisors and to larger private and publicly traded companies in America.

Bob Ritter 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, he was featured at the 1995, 1996, 2004, and 2008 MDRT annual meetings.  He was also a featured speaker at the 2002 and 2004 Top of the Table as well as the 2003 and 2006 International Forum.

Bob is a past member of the MDRT Foundation’s Board of Directors and was a member of the Split Dollar Sub-Task Force of the Association of Advanced Life Underwriters (AALU). He is also the Founder and Past President of the Diablo Advocates, an organization dedicated to youth opportunities.

Bob and his wife, Laurel, live in Alamo, California.  They have eight children and 20 grandchildren.

Dave Runge has been President of five companies ranging from start-ups to Fortune 500 companies, and was also a Partner at Deloitte Consulting, one of the largest professional services firms in the world.  He has over 25 years of professional experience in various technology companies and in management consulting firms.  Originally a client, he now serves as a Managing Partner for Tax Law Solutions, which has structured more than 5,000 tax planning strategies specifically tailored to its client’s business and personal situations.          

Dr. Runge received his Ph.D. from Oxford University for his work on information technology and business strategy.  He also holds MBA and BSEE degrees.  His first book, Winning with Telecommunications, was a breakthrough study of the use of information technology as a competitive weapon and was a business best seller.  He was also a contributor to Information Technology: The Strategic Dimension, published by Oxford University Press.

Walt joined Indianapolis Life as an agent in 1982.  He later left personal production and began working at the home office.  He has held various positions over the years including: Director of Agency Administration, Director of Agencies, Manager of "The Business Center" (Advanced sales targeted to small business owners), Product Development Team Leader, Regional Director, Director of Marketing and Training Director.

Walt has been in his current position, Regional Vice President, since the spring of 2001. 

Walt has earned his CLU, ChFC and LLIF designations.  He is married and has two children. 

AFFILIATIONS

Director – The Advisor Consulting Group

Principal – New 1st Financial Resources

Director –  CPA / Law Forum, which provides programs structured to comply with AICPA & American Law Institute/American Bar Association’s statement on standard for formal continuing professional education programs.          
Strategic Alliances: numerous CPA and Law firms.
Former Host of "Your Money" TV shows on The Business Channel
Former Host of "Money Talks" on KDOC Radio

ORGANIZATIONS
Licensed by the Board of Certified Financial Planners
Immediate past President, International Forum
Board of Directors International Forum
Member Executive Committee, 1st Forum President to be invited to Participate Along With
       MDRT, AALU, GAMA, LIFE, Society of Financial Service Professionals and NAIFA.
Board of Directors, Jim Jacobs Leukemia Research Fund
Former President of American Heart Association Children's Heart line (Los Angeles)
Member, International Association of Financial Planners
Member, International Association of Advisors in Philanthropy

Top of The Table, Life Member

DESIGNATIONS & LICENSES
Certified Financial Planner
Securities Licenses:                           Series 6, 22
                                                                                    Variable: California -NASD (National Association of Securities Dealers)
Insurance Licenses:               California – life/health/variable (License # 0333103)
                                               
PUBLISHED
Co-author: Family Wealth Counseling: Getting to the Heart of the Matter
Co-author: 21st Century Wealth
Co-author: Love, Money, Control, Reinventing Estate Planning

EDUCATION
College of Financial Planning – Denver, CO
Estate and Wealth Strategies Institute at Michigan State University
National Institute of Finance:
            Investment Planning
            Income Tax Planning 
            Retirement Planning and Employee Benefits
            Estate Planning
 
Presentations
41 Major Presentations in the Recent Past to Professional Advisor and Financial Planning Groups
 
OTHER ACTIVITIES

SPORTS:                    7-time World and National 4-wall Handball singles and doubles champion. Elected to the International Handball Hall of Fame, 1994
 
ENTERTAINER:          From 1947-1957, Simon “Stuffy” Singer appeared in over 2000 movie, radio and    television shows, which included co-starring roles in 5 separate T.V. series. During this period, he appeared with most every star of the day including:  Bob Hope; Jack Benny; Lionel Barrymore; Bing Crosby; Cary Grant; Frank Sinatra; Eddie Cantor; George Burns; Gracie Allen; Greer Garson; Edgar Bergen; Harold Perry; Arthur Lake; Hattie McDaniel; Bill Cosby; Eddie Albert; Patty Duke; Barbara Stanwyck; Gordon MacRae; Sheila MacRae; Phil Harris; Alice Faye; Loretta Young; Ruby Dandridge; Mel Blanc; Dennis Day; Eve Arden; Frank Nelson;  Eddie “Rochester” Anderson; Mary Jane Croft; Herb Vigran; Dorothy LaMour; Claudette Colbert; Frank Fontaine; Hal March; Bob Sweeny; Pam Britton; Louise Beavers; Ernie Whitman; Ethel Waters; Spring Byington; Larry Parks; Willard Waterman; Ozzie and Hariett Nelson; William Bendix; Charlie Farrell; Verna Felton; Richard Crenna; Stu Erwin; Richard Beymer; Lee Aker; Jill St John; Barry Sullivan; Gale Storm; Scatman Cruthers; and James Arness to name a few.

Jeff Stemler has over 40 years of both personal sales and management experience with companies such as New York Life and Sagemark Consulting.  He is the Vice President of Life Sales for Asset Marketing Systems and holds professional designations of CLU, ChFC, CFP, and CPCU.  He has an extensive background in estate and business planning, is a licensed life insurance agent, and holds Series 7 & 63 securities licenses.

Visit www.assetmarketingsystems.net and www.AMSForLife.com for more information. 

Kathy Stoddart has over 20 years of experience in the life insurance field, the last ten of it with The Hartford working with financial service professionals in estate planning and business owner strategies that frequently involve life insurance.  She has been a guest speaker for industry and professional groups in these areas.

She recently took on a new position at The Hartford as a Regional Life Consultant, where she is working exclusively with life insurance professionals.  Prior to this, Kathy was a Senior Account Executive providing advanced sales assistance to stockbrokers and bankers.