Desmond - 30, Warren - 15.5, Matt - 13.20
Matt - 61k, Gary - 34k, John - 33k
Desmond - 30 Lives and 11k Premium
Congratulations on an awesome month Desmond!!! 30 Lives!!! Wow!
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 and Awards Year Rankings
Congratulations to Nadia Ayad for tying for 1st Place and Rich Fortier for tying for 2nd Place as March BRAVO Award Winners!
Congratulations to Desmond Anderson and Warren Pena for winning BOTH the New Advisor and Veteran Advisor brackets of the 2017 March Madness Lives Tournament! Enjoy your new 55" and 65"TV's!!
May Multicultural Dates
Northwestern Mutual Annual Meeting
Rob Reni CFP, ChFC
June 12th 9:00am
Robert Reni, CFP®, ChFC® has led a financial services team affiliated with Northwestern Mutual since 2003. Robert specializes in supporting individuals and closely held businesses concerning a variety of business, estate, investment, insurance, and pension planning decisions. Robert has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the CFP board of standards and the Chartered Financial Consultant (ChFC®) designation through the American College. Robert is one of a select group of advisors within the Northwestern Mutual system that is able to provide fee-only planning advice. Robert’s services include both fee-only and non-fee planning services.
Ed Gurka III CFP, CLTC
June 22nd 9:00am
Ed joined Northwestern Mutual in October of 2008 and has almost a decade of experience in the financial services industry. He began his career as a financial representative after graduating with a Bachelor’s degree in finance and economics from the AACSB accredited School of Management at Marist College. In 2011, Ed transitioned into being a financial advisor. He continued his studies and expertise by becoming certified in financial planning, and obtained his CFP® designation along with his CLTC designation.
Alex's Lemonade Stand Foundation
Alex’s Lemonade Stand Foundation (ALSF) is a national childhood cancer foundation dedicated to raising funds for research into new treatments and cures for all children battling cancer. Justin Maher from our office will be running the NYC Marathon on Saturday November 5, 2017 and has a fundraising goal of $10,000 that he will donate to Alex's Lemonade Stand Foundation. His website with details for this fundraiser is: https://www.alexslemonade.org/mypage/1313207
MS Walk Fairfield-April 22nd
Team Red Avengers raised $1880 for the MS Walk!! Thank you to everyone who donated!
- Scott Kephart
- Kevin Luchetta
- Adam Seiden
- Shaylyn Welch
- Dennis Julio
- Craig Meadows
- David Hachey
- John Parisi
- Desmond Anderson
- John Lowe
- Cliff Bray
- Kristin Charney
- Karen & Chloe Oberempt
- Warren Pena
- Juanita Olguin
- Kim Oeding
- Justin Maher
- Brenda Wurtz
- James Dobson
- The Greene Family
- Eddy Ricci
- Margie & Pete Capaccio
- Doly Vasquez
- Cristina Moreno
- Kathy O’Brien
- Danielle D.
- And a handful of anonymous donors!
Norwalk Office May Lives Challenge
Desmond and Warren have paid for 51.50 and 50.35 Lives respectively so far this year. They have chosen teams and there is an overall winning team prize of a free Happy Hour on Craig for the team who has the most Paid For Lives for the May Production month. Also, there are individual prizes based on points from Lives (1000 points), New Clients (1000 points) and Premium. Individual bonus prizes are awarded based on experience level. For every 40,000 points (Over 5's), 20,000 points (Under 5's) and 10,000 points (College Representatives), an advisor gets 1 custom made shirt on Craig from J Hilburn Clothiers.
Norwalk Office May Referral Madness Tournament
We are hosting an Office Wide Referral May Madness tournament starting - Monday, May 8th through Friday June 2nd
The brackets are being finalized and will be sent out during the first week of May.
Please refer FR candidates to Cliff Bray
- Referral = FR candidate (name, number/email, reason why referring)
- Referrals go to the recruiting department (for interviewing and tracking purposes)
- Prize will be determined during the first week of May.
- Whoever refers someone that turns into an FR contract gets $500 (this is for ANY and ALL referrals inside and outside the tournament)