Speakers
The COLI Ski Retreat offers a perfect blend of leisure and professional growth, combining mornings with sessions led by industry experts and afternoons on Telluride’s scenic slopes. Keynote speakers and panels focus on the latest innovations in corporate-owned life insurance (COLI) products and developments in the deferred compensation plan (DCP) landscape. This unique event provides insights into evolving industry practices, regulatory updates and emerging solutions, fostering valuable networking opportunities for professionals while enjoying the beauty of the Colorado mountains.
Todd Mezrah
Todd Mezrah is the founder and CEO of mapbenefits, a technology company focused on nonqualified plans administration, based in Tampa, Florida. Todd is responsible for the company’s vision, growth, strategic technology initiatives and future roadmap.
Todd and his team designed mapbenefits to facilitate a complex process giving clients access to a secure, world-class technology platform for nonqualified deferred compensation plan implementation and administration. mapbenefits allows corporations, financial firms and 401(k) providers to leverage a fast, secure, cloud-based 409A-compliant platform with ease. The mapbenefits platform was developed utilizing Salesforce’s force.com infrastructure, SQL Server, and .NET technology, and has obtained SSAE 18, SOC 1 Type II and SOC 2 Type I Compliance.
Todd is also the founder and CEO of Mezrah Consulting, a national executive benefits consulting firm, cofounder of AZ Capital Partners, a private investment company, and is on the Advisory Board of IP Capital Partners, a private equity real estate firm.
Todd is a graduate of the University of Alabama where he obtained a B.A. in Corporate Finance and Investment Management. In addition, Todd received an MBA in Business Administration with an emphasis in employee benefits from Georgia State University in Atlanta.
David Mohr
David Mohr is the Head of COLI Sales & Distribution for MassMutual’s institutional corporate-owned life insurance (COLI) products. In his role, David is responsible for the development and management of relationships with financial advisors and brokers to guide the uses of MassMutual’s COLI product lineup. He has more than 25 years of experience in COLI distribution and corporate executive benefit planning.
Most recently, he spent 15 years as a National Sales Director with a leading COLI carrier. In addition, he spent seven years as a Vice President at Marsh Executive Benefits where he was responsible for the development of relationships creating opportunities for the design, funding and administration of nonqualified deferred compensation (NQDC) plans, supplemental executive retirement plans (SERP) and supplemental executive life and disability plans.
David holds the CLU, ChFC and CFP designations and is a FINRA registered broker with the series 6, 7,63,65, and 26 licenses. He is a graduate of Rutgers University – Camden with a B.A. in Business Administration.
Most recently, he spent 15 years as a National Sales Director with a leading COLI carrier. In addition, he spent seven years as a Vice President at Marsh Executive Benefits where he was responsible for the development of relationships creating opportunities for the design, funding and administration of nonqualified deferred compensation (NQDC) plans, supplemental executive retirement plans (SERP) and supplemental executive life and disability plans.
David holds the CLU, ChFC and CFP designations and is a FINRA registered broker with the series 6, 7,63,65, and 26 licenses. He is a graduate of Rutgers University – Camden with a B.A. in Business Administration.
Todd Mezrah
Todd Mezrah is the founder and CEO of mapbenefits, a technology company focused on nonqualified plans administration, based in Tampa, Florida. Todd is responsible for the company’s vision, growth, strategic technology initiatives and future roadmap.
Todd and his team designed mapbenefits to facilitate a complex process giving clients access to a secure, world-class technology platform for nonqualified deferred compensation plan implementation and administration. mapbenefits allows corporations, financial firms and 401(k) providers to leverage a fast, secure, cloud-based 409A-compliant platform with ease. The mapbenefits platform was developed utilizing Salesforce’s force.com infrastructure, SQL Server, and .NET technology, and has obtained SSAE 18, SOC 1 Type II and SOC 2 Type I Compliance.
Todd is also the founder and CEO of Mezrah Consulting, a national executive benefits consulting firm, cofounder of AZ Capital Partners, a private investment company, and is on the Advisory Board of IP Capital Partners, a private equity real estate firm.
Todd is a graduate of the University of Alabama where he obtained a B.A. in Corporate Finance and Investment Management. In addition, Todd received an MBA in Business Administration with an emphasis in employee benefits from Georgia State University in Atlanta.