Matt - 66k
Craig - 11.15
Lives and Premium Leader
Neil - 5 Lives and 11k Premium
Office PPA User Rankings
A PPA User is defined as someone who has delivered a minimum of 60 2+ Module plans over a 12 month rolling period
Calendar Year and Awards Year Rankings
Eastern Region New Financial Representative Award Rankings through January 2017
Financial representatives in their fourth awards year or regional year
Neil Gronowetter - #1 - 91,942 points
Financial representatives in their second awards year or regional year
Desmond Anderson - #62 - 15,116 points
Kim Oeding - #70 - 11,713 points
Anthony DeLorenzo - #82 - 6,378 points
Financial representatives in their first full awards year or regional year
Aaron Dixon - #33 - 29579 points
Warren Pena's Lapse Success
"My lapse success has to do with being focused and understanding the long term and short term value of keeping business on the books. I try to avoid the "roller coaster ride" of being paid and then being penalized and having commissions going negative. Rich and I stay ahead and start early to prevent policies from lapsing. The quality of my clients has improved over time which has helped me retain business. It's helpful to monitor the lapse ratio and how it impacts the financial aspect of the business overall."
Congratulations Sam Grosso on passing your Series 7 exam!
Upcoming Multicultural Dates
Expert in Special Needs Financial Planning
Monday, March 13th at 9:00am
Based in Fairfield, CT, Stephen Ehrens specializes in financial planning for families with children who have special needs. As a Wealth Management Advisor and a passionate advocate for his child with special needs, Stephen is uniquely positioned to guide parents through the process of developing a customized financial and estate plan for their child tailored to meet the child's future needs. Stephen has made it his personal and professional goal to ensure that families look 'beyond one day at a time' with knowledge, optimism, hope, and confidence, knowing that their child's future is not left to chance.
Monday, March 27th at 9:00am
Kevin R. Luchetta, CFP®, AEP®, began his career in financial planning in 1996. He is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and a founding member of Pioneer Financial. Kevin is currently ranked 11th in the Eastern Region after 1/6th of the year in premium production, and 286th all time in premium production. He is a perennial FORUM qualifier as well as a Pathfinder (500k+ in premium and 500k+ in IPS production). He graduated from the University of Rhode Island where he earned a Bachelor of Science in Economics. Kevin resides in Wilton, Connecticut with his wife Karen, their two children Riley and Ryan, along with their dog Rascal.
Walk MS : Fairfield 2017
Date: April 22, 2017
Start/Finish Location: Jennings Beach
Time: Check-in begins at 9:00 a.m.; Walk begins at 10:00 a.m.
Walk to Create a World Free of MS.
Ending multiple sclerosis for good will take all of us. Walk MS helps us team up with friends, loved ones and co-workers to change the world for everyone affected by MS. Together, we become a powerful force. And with every step we take, every dollar we raise...we're that much closer. Together, we will end MS forever.