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The news and ideas magazine for the Independent Agents of United American and First United American Life Insurance Companies
JULY 2016
LOS CABOS#UACONVENT ION2016
EDITORGay Falkowski
JUNIOR COPYWRITERLauren Suarez
CREATIVE LEADJohn Begg
to update information for Summit or to submit news for the Editor’s page.
HOME OFFICE972-529-5085
FIRST UA315-451-7975
(Agent use only)
AGENT SERVICE CENTER 800-925-7355 or email
WEBSITES unitedamerican.com
unitedamerican.com/logon firstunitedamerican.com
firstunitedamerican.com/office
Published regularly by United American and First
United American Life Insurance Companies for the dissemination of information to their Agents.
Prior permission must be obtained from the Home Office
for reproduction or other use of material herein.
CLOSER TO THE HEART IN MEXICOOur Closer to the Heart partner for Convention 2016 was Casa Hogar, a charitable organization dedicated to helping young children in need. Casa Hogar serves children throughout the Baja California Sur area. Through a wide range of programs and services, Casa Hogar helps boys and girls get started on a path to success. Thanks to the generosity of many, a donation of $3,150 was made to Casa Hogar on behalf of UA/First UA and Globe Life ESD.
GET BACK TO SCHOOL WITH AUGUST WEBINARSWhether you’re a new Agent just learning the ropes or a veteran Agent wanting to brush up on your skills, you’ll find what you need in one of our information-packed training seminars. Our August lineup has a great mix of topics, including:
y Why and How To Pivot (New)
y Final Expense iGo e-App Certification
y Whole Life Final Expense & Juvenile Product Training
y Selling UA / First UA ProCare Medicare Supplements
y Med-Supp iGo e-App® Certification
y Getting Started With UA / First UA
y Selling UA/First UA Cancer Policies
y Effective Screen Sharing with our e-App
y Learning the Sales Process
Log on to UAOnline to register for a webinar at a day and time convenient for you.
REVISION OF HIV CONSENT FORMSUA’s HIV Consent Forms have been updated with additional information required by the states. Please update your supplies and begin using the new forms August 1, 2016. Applications submitted with the old forms will not be accepted after August 31, 2016.
As a reminder, an HIV Consent Form is required for life insurance policy applicants:
ages 18-40 with $150,000 - $500,000;
ages 41-50 with $100,000 - $500,000;
ages 51-60 with $50,000 - $500,000;
ages 61+ with $30,000 - $500,000.
A signed HIV Consent Form must be submitted with the application and a copy must be left with the applicant. Download HIV Consent Forms from the UA Compliance Sheet or order a printed supply from the Automated Supply Order Form on UAOnline – www.unitedamerican.com/logon.
WE AREN’T THE ONLY ONES WHO THINK OUR WEBINARS ARE FANTASTIC“Your webinars are dynamite. I particularly like your specific goal setting and painting pictures with third party examples. Keep up the good work. I am excited about the opportunity in front of me, thanks in part to you.”
~ John Durkee
“I have participated in some of your trainings and they are certainly beneficial. Currently I'm using the Accidental Death Policy to get referrals … and it’s working! I'm waiting for the ‘Turning 65 list ' and will be taking your Medicare Supplement training soon.”
~ Joel Shane Gabbert
ANNOUNCING THE JUNE WINNERCongratulations to Jason Stevens, winner of the Yeti Cooler! Here’s what Jason had to say about UA: “United American has made it possible for an Agent to quickly build a successful career in the insurance industry. With level commissions for life* and the best customer support for clients, Agents can build financial security for themselves and their families—which is really unheard of anymore. Agents who don’t use UA within their book of business don’t know what they are missing, and they may never know the best option for their Medicare eligible clients.”
*As long as the business stays on the books.
ANNUITY RATEThe lifestyle annuity rate for July 2016 is 3.00%. We are not approved to sell the SPDA product in CO or NY.
WORDS OF WISDOM
“The greater danger for most of us lies not in setting our aim too high and falling short; but in setting our aim too low, and achieving our mark.”
~Michelangelo
2 JULY 2016 #UACONVENTION2016
WHERE WILL YOUR VISION TAKE YOU?
We travel to some pretty spectacular places to celebrate our success, but Los Cabos is one of my favorite destinations. The natural beauty is incredible, and for someone who enjoys sport fishing as much as I do, it’s always fun to spend time in nearby Cabo San Lucas, ‘The Marlin Capital of the World’.
Whether we celebrate in a coastal town such as Los Cabos or a big city (we’ll be heading to Chicago in 2017), our goal is the same: to reward qualifiers with a first class convention experience because we truly appreciate your commitment to UA and First UA and understand the hard work it takes to get there.
For many of you who were in Los Cabos, the road to convention began with a vision, as most great achievements do. In fact, Cabo San Lucas itself is a great example of how vision can create something extraordinary.
CALIFORNIA DREAMIN’Cabo San Lucas was not always the tourist mecca it is today. In the mid-twentieth century, it was a quiet, sleepy fishing village. When Don Luis Bulnes Molleda arrived in Cabo San Lucas with his bride, Conchita, in 1955, it was an obscure town with 400 residents, no paved roads, electricity or restaurants. He had come from Spain to work as manager of the Impresas Pando tuna cannery.
One day, he was walking down the cannery's famous wooden dock and saw something splashing in the water. At first he thought it was a bird or seal, but then realized it was a large, striped marlin, caught by a hand line held by one of the boys on the dock.
As the story goes, Don Luis was transfigured by the grace, power, and natural beauty of that magnificent fish. Years later the vision and passion he experienced that day would motivate him to help establish one of Baja California's most important sport fishing resorts, and use its influence and financial resources
to establish a legal foundation intended to preserve billfish for future generations.
A LEGACY OF YOUR OWNOf course, Don Luis couldn’t accomplish everything he did by working alone. He needed help. Throughout the years, he employed
hundreds of local workers in his operations and they sometimes spanned generations. A few years before he died in 2011, a reporter asked him what the greatest thing he ever did was. He answered: “It feels good to know that a lot of people depend on me for employment. If someone wants to work, they have the opportunity.”
Many of you know that good feeling Don Luis was talking about. When you provide others with an opportunity to make a good living by bringing them into your Agencies and sharing your knowledge and skills with them, you feel good about helping someone else get started in a career with no limits. Appointing with UA and First UA opens up even more opportunity for training and support – not to mention a great portfolio of products.
And it’s not just a one-way street. Having Agents in your downline helps you earn more and qualify
faster for all the great incentives UA and First UA offer. Most importantly, sharing your vision with others, and working towards a collective vision, is a great way to achieve more than you ever dreamed of.
The great motivational speaker Zig Ziglar summed it up like this: “You will get all you want
in life if you help enough other people get what they want.”
As we head into the last half of 2016, what many of you want is to finish the year strong. We want that for you, too, so we’re here to help you reach that goal and anything else you’d like to achieve. Keep the lines tight and your vision strong!
Charles MankamyerPresident of General Agents
3 JULY 2016 #UACONVENTION2016 #UACONVENTION2016 JULY 2016 3
WELCOME TOUNITED AMERICAN5 Star Insurance
Architects, IncAbdullah, MustafahAbraham, AngelaAlberti, PeteAnthony, DeborahAquino, DanielArbelaez, JavierArdussi, SteveArmata, ThomasArmstrong, TerryArndt, JoanArrington, SaraAshton, ThomasAtkins, JohnAussem, MatthewAustin, RogerAxle, DeborahAyers, GeorgeAza, MarioAzud, ElizabethBack, JohnBalacki, SusanBall, RogerBarcon, GregBarden, RalphBarham, RodneyBarnes, EddieBarnes, HaroldBarney, KennethBarton, LarryBass, KevinBaughman, GailBaxter, VickieBehnke, PaulBenedetto, RobertBenton, MichelleBible, RobbieBickel, ThomasBlanchard, DianaBlume, DonnaBond, GroverBooth, JamesBostrom, CharlesBoulanger, JulieBowling, HolyBranch, MiltonBrandjes, RogerBrickley , Michael Sr.Briones, LuisaBrooks, LarryBrooks, StephenBrown, BryanBrown, ScottBrown, ToniBrox, MarkusBryan, EltonBurnett, DemarcusBurns, TylerBussey, HubertButler, JohnButler, JudithButler, MarcCady, MeghanCalas, RubenCanty, YvetteCaraska, SeanCardona, CesarCargile, JamesCarrell, DawnCash, ThomasCatalano, RobertCavan, DennisCeltic Healthcare
Consultants
Chalmers, LarryChary, RangaCiotta, AnthonyClark, HamidClarke, CecilCole, StuartColeman, BelindaCollins, JacobConrad, JudyCope, AaronCorbin, DavidCordon, YvesCorsi, PatrickCosta, LakeshaCraig, KaseyCrall, RalphCruickshank, AllanCullom, CurtisCurtis, DougCurtis, LauraDaddabbo, MichaelDaigneault, JosephDaley, SheilaDaly, JohnDarling, WallaceDash, TerriDave, RaviDavila, FedericoDavis, DeanDeese, DeltonDegowin, RobertDel Toro, AlejandroDelia, BrianDeruzzo, JenniferDhaiti, ChristelleDivine, JerryDocks, GaryDomingues, BarbaraDonnelly, JamesDorsey, JackieDudics, DavidDuncan, CarolynDuncan, SoniaDupre, MarkEastwood, YvonneEckford, TanyaEdwards, BryanEgea, CarlosEllis, KerinaErdmann, WilliamErvin, CarsonEskandar, HanyEstevez, JoseEstler, StephenEvans, JohnEvelyn-Sauveur, VeraEvergreen Insurance
Agency, IncFaria, SamuelFasbender, LiliaFernandez, LeandroFerrin, MichaelFidler, BrianFinch, AnthonyFischer, ScottFolino Shaw &
Associates, LLCForbes, BrianForbes, RobinFord, ValerieForet, KristiForst, JerryFox, EllenFrank, GaryFrankhouser, JeffreyFraser, Heather
Frazier, GeraldFreedom Tax & InsuranceFuentes, EdgardoFulmer, ArnoldGabbett, WilliamGaines, LoriGar Financial &
Insurance, IncGarbark, PaulGarcia, Roberto Jr.Gardner, JeffreyGarza, MariaGendron, SteveGilkes, EphraimGiuntini, JamesGolden, CarolGomez, RobertoGonzalez, LuisGoodman, NancyGoosby, MaxineGordon, RobertGosline, ClaudiaGottshaw, MerlineGranstrand, JohnGreene, DavidGriffin, SusanGross, LewisGrow, BlaineGuiliano, MichaelGunzinger, TerryGurley, DennisHaddow, LindaHadwiger, DeaneHairston, KianaHannah, JerryHanson, GrantHarber, NathanHarris, JamesHarris, RonaldHayes, TonetteHenriquez-Carey,
GuadalupeHenson, GarryHernandez, HeribertoHernandez, JohnHills, PhillipHinson, CarrollHodgkinson, RonaldHoffman, RandyHollern, AndrewHollis, DavidHolmes, GeraldineHood, AllenHorsman, FrankHoward, MichaelHoyle, John IIIHudman, MaryHudson, EleithHurlin, WilliamJabara, ConstanceJackson, JamesJackson, MichaelJeanlius, JeanJefferson, TennaJimerson, TheresaJohnson, CindyJohnson, LevyJohnson, MichaelJohnson, NancyJones, BenjaminJones, FreemanJones, KeithJones, LulaJones, SeanKamrath, ScottKanagie, David
Kantout, LisaKasen, PhillipKasky, KristinaKaup’s Insurance &
Investments, IncKay, AlanKay, JonathanKeith, DuaneKelley, JanieKimber, GeoffreyKiser, John IIIKoehler, SandraKruger, MarshaLab Insurance, IncLandis, CharlesLandis, RichardLangston, LuckyLasater, TrinaLee, HelenLehman, VictorLender, SuzanneLevy, MorrisLight, ChristopherLo, AuroraLoader, JohnLocke-Bianchi, LindaLoftis, Ted Jr.Long, ChristeneLove-Hayes, CathyLoveless, DeniseLovett, BonnieLowe, WonderLowrance, ShawnLudena, CatherineLutterman, DonaldMagdalein, KimManocheo, DavidMark, MarvinMarshall, PhillipMartin, FredMartin, KathleenMartin, WandaMassey, CharlesMay, TanaMaynard, WalterMcAlister, ReidMcCormick, JosephMcDavitt, JamesMcNamara, JamesMcNease, DianeMeade, JosephMeadows, MaryMealing, LisaMelley, JamesMichel, SamuelMikul, PhilipMiles, ThomasMiller, JoeMiller, RobertMiller, WilliamMitchell, DarlaMitchell, GeorgeMitchell, James Jr.Mitchell, JohnMizrachi Brummer,
HannahModglin, RichardMomin, FerozaliMoore, David Jr.Moore, NancyMoore, Truman Jr.Moos, FrankMorris, RaceyMuellerleile, MichaelNarduzzi, WilliamNemceff, Theodore
Newman, DeniseNewman, JoelNorris, RobertOasis, MinorOberlies, Gerald Jr.Obrien, MaryOlshansky, HaroldOnwuazo, SheilaPancallo, ThomasPappas, LouisParisse, PaulPatrick, TeresaPatsones, FrankPaul, WallacePayne, RichardPegenia, OffiePerlmutter, StanleyPerry, CindyPerry, DewaynePetreeko, JonPetrov, StevanPetty, RichardPickett, Charles Jr.Pickett, DebraPointer, ShelliePollard, AnthonyPopoola, AbayomiPowell, John Jr.Powell, NicolePrewitt, HeathRaimondo, ThereseRamjit, VakeramRamos, JulioRanhofer, JohnRay, JosephReich, EricReichenberg, AllenRenfroe, PaulRepass, MargaretReyes, SandraReynolds, GerryRiddick, TheresaRischall, LeonRobbins, LeonardRoberts, KennethRobillard, HudsonRobinson, KennethRodon, ManuelRodriguez, JohnRojas, NormaRoop, JosephRose, ShaquitaRosenblatt, MichaelRoss, DarlaRoss, JohnRubano, RonaldRuhm, ChristopherSalter, ReneeSchroeder, KurtScott, BelindaScott, DanielleSelley, SamuelSementelli, TobiaSephton, DebraSerna, AnaShariff, ImadShaw, TeresaShepard, MiloShields, RonaldSilva, ArthurSimar, JoySims, BeverlySinkovic, RobertSkirvin, RyanSlade, SusanSmith, David
Smith, GregorySmith-Perry, MichellaSnow, BrianSolomon, StephanieSomanji, HelenSpaulding, MariamSpivey, DavidStandaert, RandallStokely, ConiStonebraker, RichardStratton, StevenStreett, BenSulla, VladimirSullivan, MarkSumo, ElizabethSursa, StevenTate, DaltonTaylor, LoriTeam N&L Wealth
BuildersTeibel, AndrewThompson, AndrewThompson, DwainThompson, KennethThompson, RixcinalTidland, LynnTidland, TedfordTolliver, LarryTrapp, GeorgeTrinkle, JamesTroxell-Hulver, DonnaTrussell, StephenTullier, MichaelTuresky, ScottTyler, MarshaTytko, DianeValbrun, SabrinaValdez, HeberVan Keuren, RobertVanscoyk, GaryVassell, DavidVeal, KevinVerrier, ScottVice, KennethVignola, RobertViscarra, EmiliaVon Sternberg, RustyWatson, SeanWayne, LouisWear, CharlesWebb, MarilynWebb, PhilipWeissbein, RobertWest, RhondaWeston, PhoebeWhan, JonWhite, TheodoreWilliams, JamelWillis, VernonWilson, KerronWise, Richard Sr.Wolfe, George Jr.Workplace BenefitsWright, JohnWright, WilliamWustner, JohnYancey, CarlaYoung, StevenYour Retirement, IncZahradka, StevenZaragoza, David
FIRST UNITED AMERICANAlden, ChristopherBergamini, EdwardBidnick, NealBoucher, BillieChen, JunDecarr, MatthewDonoghue, PaulFailla, RichardFarrell, PeterFeroze, ShahFigueroa, MiguelFinchum, Mary-AnnGenesis Business CapitalGoldrich, AlanGraham Financial
Group, Inc.Guggino, AnthonyIfechukwude, MmakweJordan, EdwardJoslyn, DonnaJoslyn, WilliamKach, VitalyKorsun, ArthurMailloux, JamesMedaglio-Barrera, RitaOlivo, DanielOstapow, PeterRodziewicz, CharlotteRomal, StuartRyan, MichaelShapiro, AlexanderSlutsky, JasonVan Raalte, DonWicksell, DustinWilson, MarleneWitt, Norbert
4 JULY 2016 #UACONVENTION2016
WHO CAN COMPETE?UA and First UA General Agents and Writing Agents
WHAT DOES IT TAKE TO QUALIFY?A minimum of $12,500 NAP increase over results from prior year period
HOW MANY WINNERS WILL THERE BE?10 Total - The Top 5 General Agents and Top 5 Writing Agents
WHAT’S THE PRIZE? A fun-filled trip to Dallas, Texas to enjoy a private event with football legend Randy White at The Star, Dallas Cowboys World Headquarters
A NIGHT AT THE STAR
WITHRANDY WHITE
Winners will enjoy drinks and appetizers with Randy and the opportunity to receive a personalized autograph from ‘the Manster’ himself! You may win one of the following for autographing: a football helmet, football, or the book Legends of the Dallas Cowboys. First place winners may choose their prize! After the mix and mingle with Randy, winners will be whisked away to an exclusive dinner hosted by Charles Mankamyer.
� Randy White is a policyholder and paid spokesperson for United American Insurance Company.
� Contest is for existing, appointed United American and First United American Agents.
� Only business issued within the contest period will count towards the incentive.
� Disability issued Medicare Supplement does not count toward incentive.
� Contest not available to Washington State Agents.
� Life premiums do not count towards incentive for New York Agents.
� The increase in issued premium must be at least $12,500 over results during the prior year’s period (July 27 – October 9, 2015).
� No guests or substitutes permitted.
� For each winner United American Insurance Company will pay for airfare to Dallas, a one-night stay at a hotel in the Dallas Metroplex chosen by UA, and breakfast.
� UA does not cover meals charged to the hotel and/or hotel incidentals.
� Transportation to and from the airport to the hotel and The Star will be covered.
� Flights will be scheduled by UA following the contest end.
� Prizes awarded pursuant to this incentive to eligible winners are not transferable, redeemable for cash, or exchangeable for any other prize.
� The NFL, Dallas Cowboys, Cody Monk, author of the book, Legends of the Dallas Cowboys, and The Star are not participants or sponsors of this contest.
FOOTBALL LEGEND RANDY WHITE WANTS TO MEET YOU AT THE STAR
CONTEST PERIOD: JULY 25 – OCTOBER 7, 2016
5 JULY 2016 #UACONVENTION2016 #UACONVENTION2016 JULY 2016 5
Order your LIAM lead mailers today!
September is Life Insurance Awareness Month (LIAM) and it's a great time to reach
out to your current United American policyholders to evaluate their needs and
offer additional protection with United American's Whole Life Final Expense policy.
Our LIAM lead mailer is the perfect way to engage your customers—we've made it easy!
Hurry Offer Ends August 15, 2016
Includes:• Personalized Letter to UA Policyholder• Personalized Note• UA Final Expense Insert• Outer Envelope• Postage
Cost per lead mailer: $0.69
Contact Agency Service at 1-800-925-7355
or email [email protected]
with any questions or to request an order form.
6 JULY 2016 #UACONVENTION2016
2015 UA/FIRST UA EAGLES CLUB
TOP PRODUCING AGENCY
TOP PRODUCING AGENT
From left: Bill Borosak, Bernadette Borosak, Tim Ahlbum, Alyssa Ahlbum, Angelique Barta, Devin Barta, Charles Mankamyer, Mark Graham, Sandy
Stevens, Ray Stevens, Catherine Hatton, Donna Ahlbum, Jon Ahlbum. Not in photo: Mike Lemar and Ed Shackelford.
The Eagles Club is an elite group of Agency leaders representing the best of United American and First United American. They set the Company standard of excellence for field performance
and are the leaders in production, retention, recruiting, management development, and growth of in-force premium.
The ‘call of Los Cabos’ was strong during 2015, and those who worked hard to qualify were delighted when they arrived at this year’s convention headquarters, the lovely Hyatt Ziva. What better place to celebrate success than in Los Cabos on the tip of the California Baja Peninsula in Mexico. ‘¡Bonita!’… beautiful! But as spectacular as the landscape was, the best part of convention 2016 was connecting
with each other and enjoying the rewards of achieving all we hoped for and more.
THE AHLBUM INSURANCE GROUP, INC.
Under the leadership of Jon Ahlbum, The Ahlbum Insurance Group, Inc. ended the year with $4,874,491 in net annualized premium with 97.2% net to gross. The single biggest reason for this Agency’s success is their exceptional client service. Their motto is the ‘Agency where clients send their friends.’ As a leader, the biggest lesson Jon learned in 2015 is that opportunity is everywhere. His advice to those who are new to a leadership position is to lead by example and never stop learning.
PAUL SHELDON
Congratulations to #1 Producing Agent Paul Sheldon of Paul Sheldon Insurance & Benefits Planning. Paul finished 2015 with $822,079 in net annualized premium and 99.5% net to gross. His Agency motto is the golden rule: To treat clients and prospective clients the way we would want to be treated if we were them. For people new to a leadership position he advises that you Instill in those you lead the desire to use ideas that have worked for you.
7 JULY 2016 #UACONVENTION2016 #UACONVENTION2016 JULY 2016 7
PRESIDENT’S CLUBThe following General Agents produced $350,000 or more in net annualized premium in 2015, earning them a place in the President’s Club. Congratulations on an outstanding achievement!
#1 #2 #3 #4
RON CONCKLIN Rosenberg-Concklin, Inc.
SCOTT MEDNICK PIMSCO
PAUL SHELDON, CLU, CHFC
Paul Sheldon Insurance & Benefits Planning
KERRY SACHS Secure Retirement Solutions, Inc.
#5 #6 #7 #8
DONNA AHLBUM Ahlbum Insurance Group
ROBERT WROBLEWSKI
Palm Cove Insurance Solutions
JOHN CLARK Senior Solutions Insurance Agency
CHRISTOPHER GRAHAM, CLU
Graham Financial Group, Inc.
#9 #10
BRUCE MAYER Long Island Health Plans, Inc.
LISA ROSATI Rosati Insurance Agency
PACESETTERS CLUBMembers of the Pacesetters Club are Writing Agents who achieved the highest net annualized premium in
2015. Congratulations to these Writing Agents who made the Club and qualified to attend convention!
#1 #2 #3 #4 #5
PAUL SHELDON Paul Sheldon Insurance
& Benefits Planning
STEPHEN MAISTO Senior Health Solutions
TIM AHLBUM Health Coverage Solutions
KERRY SACHS Secure Retirement Solutions, Inc.
SCOTT SCHWARTZ Insurance Protection Services
#6 #7 #8 #9 #10
RUSSELL KEIL Senior Health Solutions
JASON STEVENS Stevens & Associates
Insurance Agency, Inc.
RAY STEVENS Stevens & Associates
Insurance Agency, Inc.
RICK BOWES Bowes Insurance Agency
LISA ROSATI Rosati Insurance Agency
#11 DEVIN BARTA Barta Insurance Agency
#12CHRISTOPHER GRAHAM, CLU Graham Financial Group
#13 BRIAN GILBERT Ahlbum Insurance Group
#14 EDWARD CATRON Catron Insurance Agency
#15 JON AHLBUM Ahlbum Insurance Group
#16 THOMAS PAYANT Payant Wealth Management Group
#17 CATHERINE HATTON Long Island Insurance Solutions
#18 KENNETH HARASYM Harasym Insurance Agency
#19 EUGENE RANNEY The Assurance Group
#20 JOSEPH JAFFE Secure Future Financial Group
#21 DEXTER SAYLOR Senior Resource Group
#22 PETER GRATZON SOS Insurance Group
#23 BEVERLY KINGSLEY Celedinas Insurance Group
#24 FRED ULAYYET Senior Care Insurance Services, Inc.
#25 BRUCE MAYER Long Island Health Plans, Inc.
#26 KIP KIRBY Senior Health Solutions
#27 JACKSON EDWARDS, IV Ahlbum Insurance Group
#28 GARY KEMPLER Futurity First Insurance Group, Inc.
#29 AARON GORDON Secure Financial Group
8 JULY 2016 #UACONVENTION2016 #UACONVENTION2016 JULY 2016 9
PAUL SHELDON Paul Sheldon Insurance & Benefits Planning $822,079 NAP 99.5% Net to Gross
STEPHEN MAISTO Senior Health Solutions $584,629 NAP 98% Net to Gross
TIM AHLBUM Health Coverage Solutions $569,154 NAP 95.2% Net to Gross
KERRY SACHS Secure Retirement Solutions, Inc. $378,160 NAP 98.5% Net to Gross
SCOTT SCHWARTZ Insurance Protection Services $376,080 NAP 97.7% Net to Gross
JONATHAN AHLBUM Ahlbum Insurance Group $4,874,491 NAP 97.2% Net to Gross
CATHERINE HATTON Long Island Insurance Solutions $2,757,983 NAP 97.8% Net to Gross
MIKE LEMAR Sunshine State Agency $2,073,434 NAP 97.4% Net to Gross
WILLIAM BOROSAK, JR. Secure Financial Group, LLC $1,919,076 NAP 99% Net to Gross
TIM AHLBUM Health Coverage Solutions $1,484,174 NAP 96.9% Net to Gross
AgentsAgentsAgents Agencies Agencies Agencies Q2 stands for Quality plus Quantity. Qualification for these awards is based on Net Annualized
Premium written, and Net to Gross on that business from January thru December 2015. Congratulations to these Top Q2 Agents and Agencies who made the grade!
#1
#2
#3
#4
#5
10 JULY 2016 #UACONVENTION2016
My work for UA and First UA keeps me on the road a lot, and I really enjoy connecting with people from different places. But one of my favorite destinations is convention. Who doesn’t love a good celebration? I look forward to seeing familiar faces and congratulating everyone who made it to convention for the first time — especially when the setting is as fabulous as Los Cabos. If you were there, I hope you had a chance to view the spectacular scenery in the area and take in the some of the local culture. Such fun traditions! In Mexico, as in cultures all over the world, traditions are such a part of everyday life that no one has to think about planning them … they’re just the natural way of doing things.
A FIESTA OF OUR OWNTake the Mexican fiesta, for example. Some people say it’s an art form. Whatever you call it, fiesta is the ultimate celebration. Street theater and music, parades and fireworks, colorful costumes, food and laughter – they’re all part of religious holidays, festivals, and patriotic days in Mexico. The spirit of fiesta is really strong.
We had a spirit of fiesta at convention, too. Viva La Fiesta! is what our Mexican friends say. Long live the party! But to keep the party going strong at UA and First UA, we’ve got to keep our family of appointed Agents growing strong. To do that, we need to help promote a culture of recruiting among our appointed Agents – meaning recruiting needs to become such a part of our everyday work that we do it without really thinking about it.
SET THE RHYTHMWhether you’re an Agent building a downline or an Agency owner expanding your team, consider all the ways you could incorporate recruiting into your daily, weekly, or monthly routines. Here are some suggestions that have worked well for many of the Agents and Agencies I work with:
1 Network. The best networking opportunities are industry meetings, conferences, and educational events. Not only will you connect with other Agents but you can also benefit from staying up-to-date with the latest industry news. Don’t forget to bring lots of business cards. Online networking can be done through the Social Media site LinkedIn, a great place to connect and exchange information with other Agents in your area.
2 Hold a recruiting webinar or seminar using the UA/First UA True Teamwork Plan. We provide a Director to help you recruit Agents to your Agency and also pay a portion of costs. Contact your Director for more information.
3 Advertise more. This is a great one for those of you who are really pressed for time. We offer many pre-approved recruiting ads that make it easy to get the word out about the great opportunities available to Agents appointed with UA/First UA.
4 Post your opening on an online job board, such as Craigslist. Sites such as Craigslist are free and you’d be surprised at the number of responses you get.
These are just a few suggestions. To learn more, or if you know Agents you want to add to your team but need help in recruiting them, contact your UA/First UA Director. We have some great programs in place that may make the process easier for you.
DON’T STOP NOWConsistency is the key. Over time these actions will develop into habits and before you know it, your culture of recruiting will help you grow with no limits. And speaking of no limits, we’re planning for the biggest celebration ever in Chicago for Convention 2017. Hope to see you all there!
Assistant Director
Danielle Kirschner
From the
DIRECTOR’SCORNER
of Recruitingof RecruitingCREATING A CULTURE
of Recruiting
11 JULY 2016 #UACONVENTION2016 #UACONVENTION2016 JULY 2016 11
LOS CABOS
#UACONVENT ION2016
12 JULY 2016 #UACONVENTION2016 #UACONVENTION2016 JULY 2016 13
Eagles Club is an elite group of Agency leaders representing the best of United American and First United American.
Through June 2016, these top producing General Agents and Agencies have the highest net combined annualized premium. Agents/Agencies producing $350,000 or more in NAP will qualify for club membership and receive an award at convention; the top 10 will have their photo on the wall at the Home Office.
Through June 2016, these top producing General Agents and Agencies have the highest net life annualized premium.
Through June 2016, these top producing Writing Agents have the highest net life annualized premium.
Through June 2016, these top producing Writing Agents have the highest net combined annualized premium.
2016 EAGLES
PRESIDENT'S CLUB TOP 30 LIFE GENERAL AGENTS
PACESETTERS CLUB TOP 30 LIFE WRITING AGENTS
#1
#2
#3
#4
#5
#1
#2
#3
#4
#5
Jon Ahlbum The Ahlbum Insurance
Group, Inc. $2,350,095
Catherine Hatton Long Island Insurance
Solutions $896,003
Mike Lemar Sunshine State Agency
$870,143
William Borosak Jr. Secure Financial
Group, LLC $769,602
Tim Ahlbum Health Coverage
Solutions $698,601
Mark Graham AmeriLife $592,478
Edward Shackelford The Assurance
Group, Inc. $507,165
Ray Stevens Stevens & Associates
Insurance Agency, Inc. $476,188
Devin Barta Barta Insurance Agency
$404,490
Stephen Maisto Senior Health Solutions
$241,033
AGENT NAME AGENC YYTD PRODUCTION
1 Donna Ahlbum Ahlbum Insurance Agency $635,848
2 Ron Concklin Rosenberg-Concklin, Inc. $400,273
3 Scott Mednick Professional Insurance Systems of Florida $307,353
4 Paul Sheldon, CLU, ChFC Paul Sheldon Insurance & Benefits Planning $313,610
5 John Clark Senior Solutions Insurance Agency $292,386
6 Christopher Graham, CLU Graham Financial Group, Inc. $286,612
7 Kerry Sachs Secure Retirement Solutions, Inc. $281,988
8 Lisa Rosati Rosati Insurance Agency $255,409
9 Robert Wroblewski SOS Insurance Group $231,772
10 Scott Schwartz Insurance Protection Services $198,698
11 Edward Catron Catron Insurance Agency $140,041
12 Vincent Abbatiello Mainstay Retirement Solutions $137,036
13 Barabra Bowes Bowes Insurance Agency $116,528
14 Shawn Schroeder Jack Schroeder & Associates, Inc. $124,287
15 Brian Gilbert Gilbert Insurance Agency $120,809
16 American Eagle Consultants, Inc. $131,821
17 Loren Olguin Olguin Insurance Agency $159,279
18 Professional Group Plans, Inc. $113,978
19 Cesar Chacon The Insurance Hub $110,767
20 Futurity First Insurance Group, Inc. $118,673
21 Bryan Wiedersum Wiedersum Insurance Agency $116,592
22 Peter Gelbwaks Gelbwaks Executive Marketing Corp. $102,198
23 Valerie Bahlkow Bahlkow Insurance Agency $102,123
24 Long Island Health Plans, Inc. $101,159
25 Joseph Maisonet Maisonet Insurance Agency $106,050
26 Pierre Abadjian Abadjian Insurance Group $122,713
27 Richard Schwartz Insurance Center of S. Florida $132,032
28 Kenneth Lepage Lepage Insurance Agency $91,426
29 Centerstone Insurance & Financial Svcs. $103,515
30 Gina Savage Savage Insurance Agency $121,409
AGENT NAMEYTD PRODUCTION
1 Paul Sheldon, CLU, ChFC $312,538
2 Tim Ahlbum $299,384
3 Scott Schwartz $198,698
4 Kerry Sachs $175,962
5 Ray Stevens $158,656
6 Lisa Rosati $149,709
7 Jason Stevens $144,202
8 Mark Hargis $126,914
9 Brian Gilbert $123,653
10 Glenn Ripoll $122,232
11 Eugene Ranney $118,548
12 Bryan Wiedersum $116,592
13 Jon Ahlbum $112,855
14 Christopher Graham, CLU $105,050
15 Xiomara Ottovegio $98,448
16 Stephen Maisto $96,581
17 Devin Barta $94,896
18 Joseph Kirby $90,072
19 Vincent Abbatiello $89,187
20 Kevin Lawrence $87,826
21 Valerie Bahlkow $87,291
22 Dexter Saylor $83,942
23 Beverly Kingsley $82,315
24 Barbara Bowes $81,528
25 Gina Savage $81,332
26 Joseph Jaffe $81,130
27 Francine Rush $79,439
28 Aaron Gordon $73,772
29 Mark Heller $68,095
30 Edward Catron $65,221
AGENT NAME AGENC Y
1 Mike Stevens Farm & Ranch Healthcare, Inc.
2 AmeriLife
3 Catherine Hatton Long Island Insurance Solutions
4 John Clark Senior Solutions Insurance Agency
5 Gilbert Williams Williams Insurance Agency
6 Sylvan-James Associates, Inc.
7 John Barberan Barberan Insurance Agency
8 Hulda Hicks Hicks Insurance Agency
9 Alcoen & Associates, LLC
10 Joseph Iannelli Iannelli Insurance Agency
11 Shamseldin Omer Omer Insurance Agency
12 Richard Sakharoff Security Benefits Group, Inc.
13 Scott Mednick Professional Insurance Systems of Florida
14 Susan Hirsch Hirsch Insurance Agency
15 Sheldon Reid Reid Insurance Agency
16 Daniel Dragan Dragan Insurance Agency
17 William Masterson Masterson Insurance Agency
18 Dorothy Jones Jones Insurance Agency
19 Benefit Plans of America, Inc.
20 Julio Alvarez Alvarez Insurance Agency
21 Everett Forney Forney Insurance Agency
22 Ronald Woodlief Woodlief Insurance Agency
23 Elliot Ricks Ricks Insurance Agency
24 Raymond White Jr. White Insurance Agency
25 Jesse Brown Brown Insurance Agency
26 Vincent Abbatiello Mainstay Retirement Solutions
27 Loren Olguin Olguin Insurance Agency
28 Andrew Tanen Tanen Insurance Agency
29 Archie Wilberforce Wilberforce Insurance Agency
30 Mike Reddy, CLU, LUTCF The Reddy Senior Insurance Group
AGENT NAME
1 Mark Simpkins
2 Julio Alvarez
3 Gilbert Williams
4 Randy Merrell
5 Richard Sakharoff
6 Regina Sakkal
7 Stephen Pilotti
8 Larry Brooks
9 Benjamin Sulsky
10 Peter Gbongay
11 Ronald Woodlief
12 Hulda Hicks
13 William Masterson
14 Elliot Ricks
15 Diana Ellison
16 Joe Gray
17 Raymond White Jr.
18 Mark Russell
19 Andrew Tanen
20 Archie Wilberforce
21 Mike Reddy, CLU, LUTCF
22 Michael Sosso
23 Martin Pereira
24 Beth Branch
25 Jocelyn Hercules
26 Edward Hutton Jr.
27 Larry Brady
28 Jesse Brown
29 Shirrlee Bays
30 Vera McCree
14 JULY 2016 #UACONVENTION2016 #UACONVENTION2016 JULY 2016 15
INTERCONTINENTAL CHICAGO MAGNIFICENT MILE
#UACONVENTION2017 JUNE 25-28, 2O17
WH
AT Y
OU
NEE
D T
O Q
UA
LIFY
IF
YO
U A
RE
A G
ENER
AL
AG
ENT:
MONTH LIFE ONLY HEALTH ONLY COMBINED
$180,000 NAP $350,000 NAP $350,000 NAP
JAN. $15,000 $29,167 $29,167
FEB. 30,000 58,333 58,333
MAR. 45,000 87,500 87,500
APR. 60,000 116,667 116,667
MAY 75,000 145,833 145,833
JUNE 90,000 175,000 175,000
JULY 105,000 204,167 204,167
AUG. 120,000 233,333 233,333
SEPT. 135,000 262,500 262,500
OCT. 150,000 291,667 291,667
NOV. 165,000 320,833 320,833
DEC. 180,000 350,000 350,000
WH
AT Y
OU
NEE
D T
O Q
UA
LIFY
IF
YO
U A
RE
A W
RIT
ING
AG
ENT:
MONTH LIFE ONLY HEALTH ONLY COMBINED
$100,000 NAP $150,000 NAP $150,000 NAP
JAN. $8,333 $12,500 $12,500
FEB. 16,667 25,000 25,000
MAR. 25,000 37,500 37,500
APR. 33,333 50,000 50,000
MAY 41,667 62,500 62,500
JUNE 50,000 75,000 75,000
JULY 58,333 87,500 87,500
AUG. 66,667 100,000 100,000
SEPT. 75,000 112,500 112,500
OCT. 83,333 125,000 125,000
NOV. 91,667 137,500 137,500
DEC. 100,000 150,000 150,000
Agents who contract after Feb. 1, are prorated for Convention qualification. For example, contract in March and the Agent life/health requirement is 10 months or $125,000 of combined NAP. Minimum NAP for an Agent who contracts in June is six months or $75,000 combined NAP. Agents must be contracted and produce at a six-month minimum production level
to be eligible for Convention. Non-standard (Disability) Medicare Supplement production will not count towards qualification for Convention, Awards or Club honors.
ARE YOU ON PACE TO JOIN US?
