InsMark Symposium | Speaker Bios

David Bandars
President
RPR Business Associates
 

David Bandars is President of RPR Business Associates a dba of Retirement Plan Resources, Inc. David has over 28 years of experience in the financial services industry. David founded Retirement Plan Resources, Inc. in 1998. The company is a unique firm serving small to medium sized business owners with the following services

• Tax Savings Strategies
• Mergers & Acquisitions
• Exit Strategies
• Expense and Debt Reduction
• Investment Programs
• Employee Benefits & Individual Insurance Products

Prior to that, he was with local area insurance companies such as Mutual of Omaha and Guarantee Life Insurance Company working in the home office as an Underwriter and State Sales Director. David holds a NASD Series 6 and 63 license, as well as a Life/Health/Variable insurance license for the State of Nebraska. He earned a degree in Business Administration with an emphasis in Finance from Wayne State College.

In 2009, David and software programmer Trent Policky began production on the BizNestEgg software system. A program designed to help brokers gain the confidence of wealthy business owners through the use of a valuable predictive business-modeling tool.
 

Gary is Founder and President of ORBA Insurance Services, Inc., a National Producer Group, established in 1982.

Gary passionately believes “The Client Always Comes First”. He has used this philosophy throughout his career and believes it is the reason for his success.

Accomplishments

• Founded Redtail Technology, Inc. an Integrated Web-Based Client Relationship Management System.
• Co-founded Social Security Associates to help supply Financial Professionals with an endless source of new IDEAL clients.
• Owner of EZLifeAgent.com.
• Coached Financial Professionals to place in force over $2.3 billion of Variable Universal Life Insurance Protection, $1.7 billion of client funds and over $1.5 billion of Variable Annuity premium.
• Branch Manager for Transamerica Financial Advisors, Inc., 1988 – 2011, and recognized as the top Branch Manager for 18 consecutive years.
• Created the “Enough MONEY_® ” Tax Efficiencies Concept.
• Developed the “System for Financial Success” Business Practice Process.
• Co-authored the acclaimed “Formula for Financial Success” Client Educational Seminar.
• Recognized as an Industry Expert on Life Insurance, Annuities, Retirement Planning, and Wealth Management Concepts.
• Co-founded a public Agent-Owned Reinsurance Company.
• Facilitated Financial Service Contracts with many Unions and Associations.
• Featured Speaker at many Life Insurance corporate and consumer meetings.

Achievements

• Is a Recipient of the prestigious General Agents and Managers Association’s Master Agency Award.
• Is the First Recipient of the Transamerica Financial Advisors, Inc. “Jack Kenney Leadership Award”, 2006.
• Is the Honored recipient of the “Acknowledgement of Appreciation” award from ORBA Financial Professionals and Associated Insurance Companies for His Years of Loyalty and Leadership, 1997.
• Has been married to his wife Susan for 46 years. They have two daughters, Linda & Kathi, and two grandsons, Spencer & Luke.
• Gary and Susan reside in Gold River, California.

He started his financial career with Industrial Indemnity Insurance Company in 1985. He held positions of FINRA Broker / Dealer licensed securities representative and principal, Underwriter, Marketing Director, Captive Insurance Company Director, and COO National Accounts.

Prior to launching Westface Financial, Mark was the CEO of the innovative online financial services marketing firm InsWeb (NASDAQ INSW). InsWeb is a popular online service for consumers to find companies and agents that can meet their insurance needs.

Mark is a licensed Series 6 and 65 investment representative, and a licensed IAR (Investment Advisor Representative). He is also a licensed Life/Health (including variable products) and P&C insurance broker.

Mark has a Bachelor of Science in Finance from California State University - Chico, and a Masters in Management from Boston University - Vrije Universiteit Brussels, Belgium.

Mark is an active member of Rotary International and the Truckee Rotary Club which supports local charities.

California Insurance License 0F35251

T. Mark Pace, CLU RHU, ChFC
President
ObjectiView, Inc.
 

T. Mark Pace is the creator of ObjectiView: The Life Insurance Property Management System™

A practicing professional, Mark Pace has almost 35 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 optimizing the return on investment in life insurance premiums for the sole benefit of the policy owner. His is an industry transforming process that enables life insurance owners and their advisors to confidently acquire, manage, and optimize the investments deposited in this most valuable form of property.

Mark is a nationally renowned speaker and author on these advanced planning technologies. He has spoken to numerous professional organizations on both the local and national level. He has authored various articles and White Papers on the subject of Life Insurance Property Management.

His firm works with high-net-worth individuals, their advisors, and larger private and publicly traded companies in America.

Ashton Root
President
SkyBundle

Through his entertaining and non-technical approach to teaching, Ashton helps clear up technology confusion and teach business people how adopt the best internet marketing and technology practices to achieve lasting success.

Ashton received his BFA degree from California Institute of the Arts in 1986.

After collage Ashton spent ten years as Director of Marketing of Successful Money Management Seminars where he helped 7,500 financial professionals put the art and power of seminar marketing into practice.

From there, Ashton has had a stream of successful business ventures including "High Impact Marketing" where he taught marketing through a variety of special training events including to a Financial Planners Council held at Berkley where he was voted as teaching the most noteworthy and useful class, Effective Marketing Tactics for Financial Professionals.

During this time Ashton had to scratch his artistic bug so he returned to film, where he wrote and directed the feature, "Durango Kids" which was picked up and widely distributed by Lion's Gate Films. Ashton won "Best Director" in a variety of film festivals through the states while promoting the film.

"I loved the technology behind film production and special effects. I am also a fan of Internet film distribution and advertising so I delved into it with gusto." Ashton saw disjointed, non-integrated software applications that people needed but actually made their jobs harder and more complicated. Seeing the open door, Ashton started a software company to develop and then sell integrated software functions built on a solid business strategy.

"Integrate technology into your business or get out of the business you are in...whatever the business." says Ashton. He and his team are here to teach you how to do just that.

Simon Singer, CFP^®, RFC
Director
Advisor Consulting Group

Director: ^The Advisor Consulting Group
Principal: New First 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
Patron of the 2010 Ernst & Young Entrepreneur of the Year Award program

ORGANIZATIONS

Certified by the Board of Certified Financial Planners
Certified by the International Association of Registered Financial Consultants
Past President, International Forum
Former 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)
International Association of Financial Planners, Member
International Association of Advisors in Philanthropy, Member
International Forum, Member
Board Member, QLAN
Top of the Table, Life Member

DESIGNATIONS & LICENSES

Certified Financial Planner
Securities Licenses: Series 6
Variable: California – FINRA
Insurance Licenses: California – life/health/variable (License # 0333103)
Florida – life (License # P180515)
Illinois – life
Maryland – life (License # NPI 100004116)
Nevada – life/health (License # 33381)
New York – life (License # LB-989730)
North Carolina – life (License # 0001879356)

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, Colorado
Estate and Wealth Strategies Institute at Michigan State University
Laureate in Wealth Strategies – Southern California Institute
National Institute of Finance:
         Investment Planning
         Income Tax Planning
         Retirement Planning and Employee Benefits
         Estate Planning

PRESENTATIONS

1996 How to Use Your Worst Assets to Pay Your Estate Taxes – Woodland Hills, California
1997 MDRT Sales Forum – San Fernando Valley Life Underwriters Association
1998 Family Wealth Counseling – San Fernando Valley Life Underwriters Association
1999 Strategic Alliances for the Financial Professional – Century City, California
1999 Strategic Alliances for the Financial Professional – Tucson, Arizona
1999 Strategic Alliances for the Financial Professional – Los Angeles, California
1999 The OPID Strategy in Estate Planning – Chicago, Illinois
2000 Strategic Alliances for the Financial Professional – Los Angeles, California
2000 Strategic Alliances for the Financial Professional – Century City, California
2001 Working With CPA’s and Attorney’s – Long Beach, California
2001 Working With CPA’s and Attorney’s – Encino, California
2001 CPA’s and Attorney’s - Financial Planning for Your Clients – Los Angeles, California
2001 Leveraging Your Estate Planning – Century City, California
2001 Year End Income Tax Planning for Your Wealthier Clients – Los Angeles, California
2002 Strategic Partnerships with CPAs and Law Firms – Dallas, Texas
2002 Strategic Partnerships with CPA and Law Firms – Los Angeles, California
2003 Great Marketing Ideas – Las Vegas, Nevada
2004 How to Make Your Strategic Relationships Really Work – Boca Raton, Florida
2005 10 Great Marketing Ideas – Scottsdale, Arizona
2005 Conversations with Top Producers - New Orleans, Louisiana
2005 Strategic Alliances- What Works and What Doesn’t - Chicago, Illinois
2006 The Fast and the Furious - Boca Raton, Florida
2006 Pyramids of Selling Success - Newport Beach, California
2006 Will the Professionals Work With You? LIMRA - Chicago, Illinois
2006 Pyramids of Successful Strategic Alliances - San Diego, California
2007 Maximizing Retirement Benefits - Las Vegas, California
2007 Zero Estate Tax Planning - Salt Lake City, Utah
2007 Will Professional Advisors Work With You? - San Francisco, California
2007 Maximizing Retirement Benefits – San Diego, California
2008 Working With vs. Against Professional Advisors – Dallas, Texas
2008 Best Practices – San Diego, California
2008 Insurance as a Separate Asset Class – San Francisco, California
2009 Building Successful Alliances with Professional Advisors – Century City, California
2009 Capitalizing on Troubled Economic Times – Westwood and Woodland Hills, California
2009 What You Need to Be Successful Working With Professional Advisors- San Diego, California
2010 The Psychology of Assisting Clients By Teaming With Professional Advisors – Orlando, Florida

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 but a a few.

Tom R. L. Tous
Chief Marketing and Business Development Officer
First Financial Resources

Erik Young
Vice President
Jonathan Hind Financial Group