#NorwalkStrong May Newsletter

May Leaders

Premium

John - 133k, Kim - 112k, Neil - 23k

Wait...What??!! 100K+ of Premium for both John and Kim!!

Lives

Craig - 10.62, Warren-8.5, Justin-7

Under 5's

Lives

Tristian - 5.5 Lives

Premium

Kim - 112k of Premium!! Wow!!

Office Production

2016/2017 Awards Year Production

The compound annual growth rate (CAGR) is the average annual growth rate over a specified period of time longer than one year. Based on these calculations, our office has grown at an average rate of 10-12% over the last 6 years!

Awards Year Highlights

  • John Chrysadakis – up 20% in Premium
  • Warren Pena – up 29% in New Clients
  • Neil Gronowetter – up 588% in Lives, 517% in New Clients and 213% in Premium
  • Kim Oeding – up 31% in Lives, 73% in New Clients, and 285% in Premium
  • Desmond Anderson – up 51% in Lives, 10% in New Clients, and 149% in Premium
  • Anthony DeLorenzo – up 22% in Premium
  • Craig Meadows – up 56% in Lives and 72% in New Clients

The office as a whole was up 5% in Lives (+37.19) and 18% in New Clients (+53.31)! It was our best year ever!!

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. The advisors highlighted in green are on track to be PPA Users for 2017!!

Internship Production

The Norwalk office finished out the Awards year strong and once again led the Seiden Agency in internship production! Our office was ranked #36 out of 205 district offices across the country!

Office Recognition

Congratulations Troy Lynch, Robert Fiamengo, and Eric Nowell on reaching Power of 10!!

The Norwalk office had 4 out of the 9 Power of 10 qualifiers for the Awards Year in the Seiden Agency!

Congratulations Phil Moss! Welcome to the Norwalk Office!

Welcome Stefanie Carias!

Stefanie will be joining us for the summer as an intern helping with recruiting as well as general office functions. She is going into her senior year at Southern Connecticut State University majoring in Business Administration with a concentration in Management. Stefanie is from Stamford but during the year she lives on campus. She loves to be involved and is a part of a sorority Delta Phi Epsilon. Stefanie is also a Coordinator of senior programming. Stef’s family is from Guatemala and she will be the first one who graduates college with a 4 year degree!

C & F Dinner

Centurion & Forum Contest Qualifiers

Congratulations to John Chrysadakis ($199,905 Premium), Desmond Anderson (43.35 Lives), Warren Pena (39.50 Lives), Craig Meadows (38.12 Lives) and Matt Greene (25.20 Lives) for qualifying for the Centurion & Forum Contest! Norwalk only has 5 advisors over 5 years and 4 of them just qualified! Enjoy dinner with Adam Seiden!!

Goal Post Conversion Leaders Award

Congratulations to Justin Maher for receiving the Goal Post Conversion Achievement Award for the 2016-2017 Awards Year! Justin will be honored as a Conversion Leader at the College Show!!

June Multicultural Dates

Tolerance Scale

Upcoming Events

Northwestern Mutual Annual Meeting

Rob Reni CFP, ChFC

June 12th at 9:00am

Norwalk Office

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 at 9:00am

Norwalk Office

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.

Home Office Pacemaker Contest

The Pacemaker contest takes place every year between close of business in May and the close of business in June.

2017 CONTEST DATES: MAY 24 – JUNE 21

Contest Eligibility

• All financial representatives are eligible to compete for the Pacemaker Contest.

• A financial representative’s contract type at the end of the contest period will determine the production required to qualify for the Pacemaker Contest.

Contest Production Requirements

• Full-time / part-time / senior financial representatives: 8 submitted gross Lives

• Interns: 3 submitted gross lives

• Applications: Must be signed/dated (i.e. part 1 date) and the payment processed by the home office during the contest period.

Contest Recognition

• Ribbon worn at the Annual Meeting

Your accomplishment helps children

New in 2017 – Getting off to a strong start in the 2017-2018 Awards Year has multiple benefits and now the Northwestern Mutual Foundation will make a $100,000 donation to Alex’s Lemonade Stand Foundation’s Travel for Care Program on behalf of all Pacemaker Contest qualifiers. Recognizing the financial burden that families often encounter, The Travel for Care Program offers assistance to families who face the need to travel for childhood cancer treatment

May Lives Challenge Results

Congratulations Team Anderson on winning the May Lives Challenge! Enjoy your free Happy Hour! Also, congratulations to the individual winners of new custom shirts from J Hilburn Clothiers based on your points totals! We have started a new June Lives Challenge with Team Meadows vs. Team Pena!

ELT Day at Adam Seiden's House - May 4th

Mohegan Sun Contest Trip - May 11th

Warren Pena in Washington D.C.

Tristian Haynes' Core Values

June Office Birthdays

June 9th - John Chrysadakis

June 17th - Kat Varga

June 29th-Robert Ranzilla

10 Lives Club

Marketing Training with Frankie Rowland - May 23rd

Intern Orientation Day - May 31st

Cliff's Corner

Recruiting Activity

We had a lot of recruiting activity this month!

On the Full-time side (to date) we had 27 initials and 12 in-depths interviews. We have had 3 third and 2 final interviews.

On the Intern Side (to date) we had 12 Intern initials, 9 in-depth interviews, 3 finals, 6 offers made and 6 offers accepted. One of the accepts will be in our Post Graduate Program.

I would also like to welcome our new addition to the team. Stefanie Carias. She will be a recruiting intern under me helping with day to day tasks in the recruiting department along with other office needs.

Office Referral Contest Update

Our office referral challenge ends Friday 6/2 at 5:00PM! The championship round is Justin Maher versus Warren Pena and the winner gets a new 48" TV!!

Cliff's Quote of the Month

Don't be afraid to give up the good to go for the great." -John D. Rockefeller

Nick Saban Fun Fact

Alabama football coach Nick Saban will make more than 92 TIMES what Alabama's governor Kay Ivey will make this year!

Quote of the Month

After 4 unsuccessful attempts, Diana Nyad successfully swam 110 miles from Havanna, Cuba to Key West, Florida from August 31-September 2nd in 2013!

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