Testimonials

Dear Glenn, Thank you so much for speaking at the 2012 Advanced Sales Forum in Chicago last month. I am delighted to report that again this year, the Forum was an overall huge success, in both quality of content and feedback from the attendees. The expertise that is presented in every session is what makes these conferences so successful. I especially want to thank you for your willingness to share your insights. Our audience expects very high caliber speakers, and it is clear that we exceeded their expectations! Your sessions were both highlights of the meeting! I thought you might enjoy reading some overall comments regarding your sessions: Eliminating the Angst: The Middle Market's Estate Planning Conundrum: Good coverage just not a key drive of our roles, but good stuff, and Terrones was good speaker. Good overall review!!! Glenn 's piece was excellent. Creditor Protection in Advanced Markets: Good overview would be helpful to list the full name of the acronyms as the jargon is as confusing as the rules. Thanks!! Well done though coverage. I don't get that many questions on it but great to hear the information. Difficult topic was well presented. We sincerely appreciate the huge contribution you made to the success of this Forum, for the time you invested in preparing for the presentations and enjoyed the time you spent with us in Chicago. On behalf of the Advanced Sales Committee, please accept our sincerest thanks for your considerable contribution. We hope to see you at next year's Advanced Sales Forum, August 5-7, 2013 in Boston. Sincerely, Faye W. Williamson, MSM, LLIF Client Relationship Director U.S. Client Services

Dear Mr. Terrones: On behalf of the Dr. John Chiang, CME Chair and the Medical Staff of San Gabriel Valley Medical Center, I would like to thank you for your recent lecture on "Wealth Protection & Asset Management" — November 11, 2004. Your presentation was exceptionally well received and generated many positive comments. Enclosed, please find a copy of the Summary of Evaluation Form which also includes physicians attendance, for your review. Thank you again for your valuable time. Sincerely, Leticia Caldera, CPMSM Director, Medical Staff Services & CME Program