Northwestern Mutual Norwalk Office

February Leaders

Premium

Matt - 66k

Lives

Craig - 11.15

Under 5's

Lives and Premium Leader

Neil - 5 Lives and 11k Premium

Office Production

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

Office Recognition

Calendar Year and Awards Year Rankings

Eastern Region New Financial Representative Award Rankings through January 2017

Platinum Award

Financial representatives in their fourth awards year or regional year

Neil Gronowetter - #1 - 91,942 points

Silver Award

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

Bronze Award

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

Upcoming Events

Stephen Ehrens

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.

Kevin Luchetta

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.

February Office Birthday Celebration - 2/23

Happy Birthday to Aaron Dixon, Matt Greene, and Desmond Anderson!!

Upcoming Office Birthdays

March 28th - Tom Pundy

20 Questions with Warren Pena

Name: Warren A. Pena

Position/Title: Financial Advisor

Awards / Recognition: CLTC

Place of birth/grew up: Norwalk / Norwalk

Currently Live: Norwalk

Alma Mater: Northeastern University

Favorite book: Think and Grow Rich

Favorite movie: Godfather/ GoodFellas, Casino

Favorite cartoon character: Woody Woodpecker

Favorite team: New York Mets

Favorite beverage: Jack on the Rocks w/ Lime

Favorite restaurant and/or bar: Barcelona

Favorite museum, gallery or cultural experience: Museum of Modern Art

Favorite band or performer: Michael Jackson

Favorite weekend activity: Hiking

Iconic Industry or NM Figure: Jim Nemec

Motto to live by: Keep going, pile forward

Favorite Prospecting Question: Who do you know?

Favorite Fact Finding Question: Who is more of a disciplined saver?

I knew NM was the place for me when... I was able to have freedom, flexibility while simultaneously having impact

Shout out to Craig L. Meadows in our organization for having the gift of caring

Ideal Prospect for Joint-Work: 55-65, combined household income 300k, willing to refer, needs help with 2 or more areas of their plan, worth $2-3MM (my wheel house is 35-50 year olds/ my peer group)

Desmond and Warren

20 Questions With Desmond Anderson

Name: Desmond Anderson

Position/Title: Financial Representitive

Awards / Recognition: Pacesetter 40/LEAD

Place of birth/grew up: Jacksonville, FL

Currently Live: West Haven, CT

Alma Mater: University of New Haven

Favorite book: Power, Money, and Sex, How Success almost ruined my life- Deion Sanders

Favorite movie: Bad Boys ll

Favorite cartoon character: Tommy Pickles

Favorite team: Dallas Cowboys

Favorite beverage: Arnold Parmer

Favorite restaurant and/or bar: The Cheesecake Factory

Favorite museum, gallery or cultural experience: M.O.S.H in Jacksonville

Favorite band or performer: Lil Wayne

Favorite weekend activity: Playing Madden

Iconic Industry or NM Figure: Craig Meadows

Motto to live by: F.B.G.M

Favorite Prospecting Question: Who’s your emergency contact?

Favorite Fact Finding Question: What are your top three financial priorities?

I knew NM was the place for me when… I met Craig Meadows

Shout out to Kat Varga in our organization for having the gift of influential coaching

Ideal Prospect for Joint-Work: Married, owns a home, and has children

3rd Annual Ricci March Madness Lives Tournament

  • Each week, two advisors will square off in a pre-paid submitted lives contest, using the data pulled from an FMI report.
  • Tie breakers: Premium will be the tie breaker. In the event there are no lives submitted by both competing parties, we will use the lives submitted in the previous week to compare and declare a winner. If this occurs in the first round, the more favorable seed will advance.

Matt Greene Minute

"I beg you all to focus on the New Client Bonus Number! Here's why:

For your business, 10:3:1 means getting referrals, taking facts, and writing new clients. The more new clients you write, the easier the business is moving forward. You can’t focus on the New Client Bonus in October…it’s too late. If you make the New Client Bonus, the Home Office gives you “FREE MONEY” in the form of a bonus! This is the rich getting richer! They pay you more because you did a great job!"

-Matt

Cy Young

Career Wins: 511

Career Losses: 316

The major league baseball record holder for career losses is also the same man who holds the record for career wins! The bottom line: "You are not judged by the number of times you fail. You are judged by the number of times you succeed and the number of times you succeed is directly related to the number of times you fail."

Cliff's Recruiting Corner

Recruiting Activity

  • We are at 6 intern contracts for 2017 with 1 more to turn on soon

Quotes of the Month

“At the end of the day, it's not about what you have or even what you've accomplished. It's about what you've done with those accomplishments. Its about who you've lifted up, who you've made better. It about what you've given back" - Denzel Washington

"If you believe it will work out you will see opportunities. If you believe it won't you will see obstacles" - Wayne Dyer

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