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The news and ideas magazine for the Independent Agents of United American and First United American Life Insurance Companies
MAY 2016
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.
ATTN CALIFORNIA AGENTS: PLAN N RATE REDUCTION United American has received a new rate approval. California has approved 2016 rates for UA ProCare Plans A, B, C, D, F, HDF, G, K, L, and N. The rates on Plan N have decreased. The rates on Plans A, B, HDF, K, and L have not changed. This state uses area rating for all plans (three areas). The new business and renewal effective date was 05/15/2016.
Plan - Gender Plan Code Monthly Rate
Plan C - MALE 5B4 $198
Plan C - FEMALE 5B5 $198
Plan D - MALE 5BM $183
Plan D - FEMALE 5BN $183
Plan F - MALE 5C4 $186
Plan F - FEMALE 5C5 $186
Plan G - MALE 5D4 $169
Plan G - FEMALE 5D5 $169
Plan N - MALE 5DM $124
Plan N - FEMALE 5DN $124
Age 65 Preferred Monthly Rates for Area 1 Plans That Have A Rate Change
DELIVERING A BIG ‘THANK YOU’President of General Agents Chuck Mankamyer enjoys personally connecting with Eagles and other top producers from all over the country. Hometown visits include fine dining and the opportunity to let them know how much the Company appreciates their dedication and commitment to excellence.
BIG TURNOUT FOR UA WORKSHOP IN FLORIDAMore than 100 appointed UA Agents participated in a training workshop led by Senior Regional Director Gary Owen and Senior Director of Agent Systems and Development Dave Oliver. The event on March 31 in Boca Raton, Florida, was part of UA’s ongoing commitment to help all our appointed Agents achieve their growth goals.
ATTN AGENTSUA consumer Form 3728 has been updated. Each applicant who purchases an MMGAP health policy from UA must complete and sign this form. Order a new supply at UA Online.
AND THE WINNER IS …Congratulations to UA Agent Gina Savage, winner of a $1,000 Visa Gift Card!
I met Donna Ahlbum of the Ahlbum Group by sheer luck. I met her husband Jon late that day and never looked back. The two are a powerhouse team yet sweet as can be and oh so helpful. That chance encounter changed my outlook on selling Medicare Supplement insurance and is changing my life! I am newly-appointed with UA and have sold almost 20 Medicare Supplement policies. I have hit the goal of fast start and opted for the Mikogo to expand my reach. My husband also works with me as well as nine referred team members, and our numbers are growing fast.
I love helping folks with Medicare and what better way than offering the best prices for the exact same coverage as other companies. I plan to stay with the Ahlbum Group for life and let me be the first to say there is much money to be made. If you focus on explaining Medicare, people will buy a supplement policy. If they understand it, they will buy it. This career and being part of this Company is simply, well, a no brainer!
You can be a winner, too! If you’re appointed with UA or First UA, attend one of our free webinars and you’ll be automatically entered in to our monthly contest. Winners are selected at random.
ANNUITY RATEThe Lifestyle Annuity rate for May 2016 is 3.00%. We are not approved to sell the SPDA product in CO or NY.
Chuck Mankamyer, Lynn Smith, Eagle Paul Sheldon, Christine Humes, Director Mike Surrrano
Director Mike Surrano, Eagle Ray Stevens, wife and Agent Sandy Stevens, Charles Mankamyer, Jason Stevens (a top 10 UA personal producer and Ray and Sandy’s son).
2 MAY 2016 think BIG
I can’t think of a better example than the Grand Canyon to show how small but persistent actions over time can achieve spectacular results on a large scale. The erosion that created those canyon walls happened bit by bit and took millions of years — but, wow, what a masterpiece! In this industry we know that persistence really pays off. With lots of activity and perseverance, we can cut through whatever gets in our way and accomplish great things.
Sometimes, we limit ourselves when we imagine what could be. We don’t think big enough. Our visions are limited because we base them on what we know we can do, rather than what we want to achieve. Most of us can do much more than we realize if we just believe we can and then refuse to let the scope of our goals overwhelm us. ‘Little by little’ will get you to one level and then the next.
NEVER SAY NEVERI know many of you are saying to yourselves, I’m too far along in my career … I don’t have the luxury of time … I want it NOW. I hear you. But the good news is it’s never too late in life to make it big. You just have to look at some of the greatest entrepreneurs in our nation’s history to find examples of that:
w Ray Kroc spent his career as a milkshake device salesman before buying McDonald's at age 52 in 1954.
w Thomas Edison established the Edison General Electric Company in 1890 by bringing his various businesses together. He was 43 at the time.
w In 1911, Charles Runlet Flint, 61, formed the Computing-Tabulating-Recording Company. In 1924, it was re-branded as International Business Machines (IBM).
PEOPLE ARE THE DRIVING FORCEOf course, none of these entrepreneurs could have achieved everything they did without enlisting the right people to help them get there. United American’s own founder, C.L. Dunlap, understood how important teamwork can be. At the Company’s 30-year anniversary celebration in 1977 he said:
For I have found that, although good policies are necessary in the insurance industry, it is really the people involved who make a company. It is you, and those like you, who have made United American what it is today, whether you have been associated with the Company for a matter of days or for many years….
That message still holds true today. All of you help make our Company one of this industry’s finest. We appreciate you, and will continue to provide the highest level of support and service so that you can achieve … anything.
THE POWER OF MOREOf course, the more people you recruit, the faster you’ll make your vision a reality. Not only does building a team increase your income, but it also multiplies the inroads you can make in your communities. With many Agents in the field your Agency brand becomes more well-known, and like the mighty Colorado River, their presence can
carve out bigger and better opportunity for growth.
As we head into the summer months and the lull before we start ramping up for AEP, now’s a perfect time to focus on recruiting. New Agents will have plenty of opportunities to enroll in our many training webinars so they’ll be ready to hit the ground running.
Think BIG.
Charles Mankamyer President of General Agents
2 MAY 2016 think BIG think BIG MAY 2016 3
UNITED AMERICANAdamgbo, AnthonyAdderley, BroderickAgrella, PaulaAllen, EddieAllen, RichardAlonso, LinetteAlzate, GladysAmfirst Insurance
Services, LLCAnderson, LeslieAnderson Benefits, Inc.Antwine, JordanAntwine, VeraArnold, TheodoreArora, OmAvila, LeonAwis, DeborahBack Jr., WilliamBaker, MarkBaker Insurance GroupBanh, TerrieBarlow, LauraBarrett, LeticiaBean, PamelaBenner, PamelaBennett, NathanBenson Coleman, GloriaBerg, DeniseBerlin, LeeBerman, CarolBiggerstaff, ElissaBishop, CharlesBjork, MonteBlack, JohnBlanton Jr., ClarenceBlue Water Insurance
Advisors, LLCBobbitt, TamekaBogott, JaredBolt, DonaldBonnett, PaulBooker, RamonaBooker, RickyBooth, KennethBooth, MabelBrauneck, FrederickBrechler, LeonardBredwell, James Jr.Breitenbach, MikeBriggs, DavidBurchieri, LouisBurke, JereBush, JeromeButler, JosephCamp, GloriaCampbell, DavidCaperna, RobertCarefree Insurance
Services, Inc.Carlisle Price, AlicaCarlson, StevenCarter, JamesCasanova, ReneCDC Insurance ServiceChamberlain, OliverChampion, CoraChurchman, Marcie
Clark, RichardClark, TroyClatsoff, DeborahColeman, ReginaldColetti, VictoriaColey, JamesCollier, WendyCollins, M.Collins, TravisConner, CharlesCook, StanleyCooksey, JoshuaCoplan, MargoCoshow, LowellCousinet, JulienCranford, DavidCurtis, ToddCzerwinski, RafalDaughtrey, StephanieDavenport, JamesDavis, FeliciaDavis, JohnDe Alba, FelipeDeal, TeresaDean, JamesDehart, KennethDernier, RachelDesantis, DonatoDevitt, LowellDiecedue, GlennDoherty, LillianDonow, RichardDufrene, Emile IIIDullard, RaymondDuncan, JeffreyDurojaiye, AbayomiDuron, JohnDye, BarbaraEcheverria, ErnestoEdwards, IveElliott, VeronicaEmich, MatthewEmployee Benefits &
Insurance SolutionsEmployer Benefit SystemsEngler, DavidEnninga, DonaldErickson, RichardFaires, AngelaFarley, FarrahFatsura, VickiFederman, GregoryFerrara, DanielleFielding, JamesFields, DeborahFink, ElliottFishman, DarrenFlynn, MichaelFoaud, AhmadFong, HarryFord, JerryFosha, AlbertFreeman, BlairFreeman, SharonFrith, JosephFroude, JonathanFrye, JeriFurman, TaraGabbert, JoelGallagher-Demers, Sharon
Gantt, ZaidyGarbers, FrederickGarcia, RobinGardner, LawrenceGarrett, MelvaGilbert, ByronGillespie, DavidGinther, JohnGlassman, LisaGlover, WilliamGoetting, HaroldGoldstein, FrederickGoldstein, RandyGomez, TeresaGomez, VictorGonzalez, AlejandroGoodwin Benefits GroupGrace, CharlesGraham, LenoreGriego, MacarioGriffin, RobertGuernsey, DavidGuy, MoseHagenston Agency, LLCHamilton, Larry Jr.Haney, DeniseHanna, FrancisHanna, MichaelHard, SamuelHarrington, StephanyHarris, MarkHarvey, LeandersHawk, ChristopherHayes, DebraHelton, JohnHendershot, LarryHenderson, TimothyHendricks, JaniceHernandez, CarlosHester, GoldieHill, RodneyHobbs, RandallHogle, AlltonHollenbach, EricHollins, FloydHoopes, JeffreyHoover, EllenHorace, CherylHorton, RichardHuber, TerriHudson, JosephHuffaker, GaryHuntley, BernadetteHurens, EunuiceHurley, CarolHurley, GradyHyman, FayeInformed Choice, LLCInsurance Plus, Inc.Isom, LarryJackson, AngieJames W. Kry, Inc.Jenkin, BretJenkins, DeannaJohannessen, BjornJohansson, CarlJohnson, CynthiaJohnson, DennisJonas, JasonJones, Kenneth
Jones, MelvinJones, NancyJones, RaymondKalhor, FarhadKeating Insurance
Agency, Inc.Kern, MichaelKim, KyleKing, AnitaKing, FuonKirihara, MasayoshiKiss, MichaelLacey, DennisLannert, JohnLarkin, WilliamLavigne, SusanLavine, JohnLaw, SharonLayne, TimothyLeonard, ScottieLesniewski, JohnLesperance, TedLester, ThomasLevin, DonaldLevin Jr., DonaldLewis, KennethLiberto, RichardLink, KarlLloyd, BobbyLMC Business
Solutions, Inc.Lochard, MichaelLongobardi, MatthewLopez, GuillermoLove, VarnaLowe, David Sr.Lowery, DebraLucarelli, JosephLudvigsen, MichaelLuera, SethLupi, GeneLyman, JudithMaddox, GeorgeMalekan, JonathanMalowney, GeorgeMapes, MichaelMaras, CarolMarron, MichaelMartin Sr., WilliamMatos, DeborahMattingly, CarlaMature American
HealthcareMay, RobertMays, DebraMcGrath, RonaldMcKinnon, DouglasMcSorley, CharlesMeares, RobinMejia, AlvaroMejia, CarlosMelville, JoanMendoza, DanielMeyer, DeanMilligan, TimothyMonji, JackMonteil-Doucette,
TimothyMoore, RagonMorgan, James
Mori, RobertMorris, BrianMoss, Benjamin Jr.Mott, KayMuhammad, ToniMyones, MatthewNagle, RobertNavarro, AndresNay, LoriNeder, GailNewton, HughNezat, RonNguyen, DonNichols, BeberlyNorris, DonnaNugent, MarkO'Connor, MichaelOkolo, DennisO'Neill, MiguelOrtiz, JoseOttun, ShamusideenParker-Douglas
Wealth MgmtPate, CedricPatterson, JamesPearson, ThomasPerilloux, HerbertPetitti, JosephPilgrim, MarjoriePittman, RichardPitts, BrucePlatinum Choice
HealthcarePlatt, MichaelPorter, LindaPosner, AlanPringle Insurance
Services, Inc.Provenza, MichaelPuels-Riccardi, FrancesQuillen, WilliamQuintana, BenjaminRagel, MarkRapp, GregoryRather, TerryRB Target Insurance
Agency, Inc.Resendez, AliciaResource Benefits, Inc.Reyes, RaulRieck, JoelRodriguez, FernandoRood, JeffreyRosenberg, DavidRossello, BernardoRottinghaus, ElmerRoyston, TheodoreSanabria, LeonelSanders, CharlieSanders, KevinSanders, WarrenScace, AlbertScheinholz, KennethSchiftar, RogerScholten, PeterScott, AdrianSearing, MargueriteSenior Insurance
Service, Inc.Sethi, Jagtar
Shalack, ToddShembarger, MatthewShepherd, CharlesShlimowitz, MichelShulgin, IreneSiffredi, JuanSilver, DavidSimon, DennisSimpkins, StevenSimpson, MichaelSinclair, ElaineSizeland, Inc.Skiff, WilliamSmiset, BrianSmith, RamzeySmith, RexSmith, StephenSmith, ValentinoSouders, CarlStancil, RonaldStewart, AlonzoStoots, GregoryStrobel, LarryStuckle, AaronSturges, CraigSuazo, MartinSulentic, LanceSweaney, JenniferTaylor, DawnTempra EnterprisesThies, LoriThomas, EditaThompson, LindaToll, BrentTomic, AleksandarTravis, NicoleTrice, JohnTriplett, CarolynTurner, BrianUdeh, UwakweUnderwood, HaroldVaj, KeavonVelez-Linares, EdwinVella, KatieVerhees, JeffreyVestamerica, Inc.Villalon, Eulalio Sr.Vinokur, MitchellVolmering, KennethWagner, BonnieWalker, NormanWalters, MarkWard, ChristinaWarren, WilliamWatkins, ChristopherWeaver, PatrickWedey, HumphreyWelch, AshlyWessells, MeganWest, MikeWhite, AntonioWhite, DannyWhiteside, JamesWhyte, ClydeWiitala, RonaldWilkins, NancyWilliams, BruceWilliams, MaureenWilliams, RamsesWilmot, Fay
Wise Financial Group, LLCWise Insurance
Agency, LLCYang, TouleeYoung, LaurieZion Financial Services
FIRST UNITED AMERICANAhrens Agency, Inc.Baer, SteveBent, LenworthBerntsen, WilliamBloukos, LouisBrown, DorretteCherubin, CahlilCheseborough, MarcCirera, AlexanderColeman, ElizabethColon, AlfredoCremisio, RonaldEastway Insurance
Agency, Inc.Fadeley, JeanineFinnegan, SeanFisher, RobertFitzpatrick, KeishaGeozoning, Inc.Gunther, ScottHolt, ElliotJohnson, ChristineKernizan, MarieKirkland, BruceLeading Senior BenefitsLibschik, FrankLopez, TimothyMacLean, MichaelMaldari, ReginaManley, KerriManzi, RaymondOkafor, ChukkyPeace, JuliaPham, TuRosenka, RichardRubin, JacobRyan, JamesTate, DanaVargas, LouiseWeber, ZaccharyWhite, BrianWhite, BridgetteWhittenhall, JamesWilson, TobiathZogby, Steven
4 MAY 2016 think BIG
WELCOME TO
Salespeople keep our economy
growing, and it’s one of the only professions in which the individual completely controls his or her income with no limit placed on earning potential.
What’s the most lucrative sales industry? What type of sales position markets a product that’s recession proof? Is there an opportunity for a salesperson to increase his or her income without increasing work load? Let’s review….
Auto Sales – Sell a car and make an initial commission, but when the buyer makes a car payment in the future, none of it goes to the salesperson.
Real Estate – Sell a house and make an initial commission, but when the buyer makes a monthly mortgage payment, none of it goes to the salesperson.
Telephone Sales – Sell a new phone along with a monthly service plan and make an initial commission, but when the buyer makes a monthly payment, none of it goes to the salesperson.
NOW LET’S LOOK AT INSURANCE SALES You earn a commission with the initial sale, and every time the buyer pays a premium the sales person makes a commission! It’s one of the few sales opportunities where this week’s sales positively affects this year’s income and will also impact future years’ income in a positive way as long as the business stays on the books. Only insurance sales provides a renewal income, and here at UA and First UA that renewal income is paid for the life of policy on all products except our annuity and MA disenrollment guarantee issue Medicare Supplement insurance policies.
As one of our appointed Agents you have a unique opportunity. Bring salespeople on your team, help them appoint with UA, and enable them to reap the rewards only
our Agents enjoy – AND you can earn an override on their issued business. This will provide you additional revenue channels to drive your income upward.
PRESENTING THE OPPORTUNITYWhen you share our great sales opportunity with people who sell something other than insurance products, we suggest asking if they’re meeting their income goals. If they tell you ‘no’, you may want to share your story and talk about the benefits of selling our much needed insurance products and the amazing income that can be earned now and in the future without having to do additional work (again assuming the business stays on the books).
If they say they are meeting their income goals, you can always encourage them to think bigger, and imagine a career with no limits to their earning potential.
From the
DIRECTOR’SCORNER
Regional Director
Thomas Hall
SALES: A
GREAT
CAREER PATH!
4 MAY 2016 think BIG think BIG MAY 2016 5
The toughest part about thinking big is it can be easy to get overwhelmed by the amount of work you believe it may take to achieve your goals. As you envision yourself at the helm of your own thriving Agency, don’t be discouraged by your ‘to do’ list. Tasks don’t have to be gigantic in scope to be effective. Small, but well-targeted, actions can overcome the toughest obstacles if you’re persistent in applying them. Like the water that flowed over rock to help carve out the Grand Canyon, they can create big results!
Don’ t Stop Now! To keep the momentum going you could ….
Offer Agent Incentives: Bonuses are always welcomed, but consider other options, such as a weekend getaway to a nearby resort or front row seats to a hometown sports or cultural event.
Ramp up Your Social Media: Use your Social Media platforms to show the positives of working at your Agency so that people contact you to see if there’s availability.
Tell Them Who You Are: In job ads present a clear and comprehensive description of what it’s like working for your Agency, including the mission statement, goals, and support systems in place for your Agents.
Send Personalized Emails: Send a well thought-out, personalized email to candidates of interest to explain who you are, what (roughly) impresses you about their history, and a request to speak soon.
Create a Video or Slideshow about your Agency: Short visual presentations are a great way to sell prospective recruits on your brand.
Leverage Existing Agent Base: Recruits who have a personal connection to the recruiter are often more committed because they’ve been brought in to the Agency by someone they know.
Attend Industry Events: These are opportunities to meet many people in the industry who could turn out to be the kind of qualified talent you’ve been searching for.
As an independent Agent, only you can determine your growth strategy. But, as always, UA and First UA support teams are standing by to help.
So think BIG!
IT ALL STARTS WITH TEAMWORKA low-cost, easy-to-implement task, our ‘true teamwork’ plan is designed to help you grow your business. Here’s how it works:
You and/or your team schedule a recruiting event at a local venue (usually a hotel), invite contractible Agents, and order light refreshments.
We will cover a portion of the venue expense (paid directly to the venue), with the amount dependent on the number of contractible Agents in attendance. A Director from the Home Office will attend to help recruit attending Agents for your Agency.
Number of Contractible Agents Amount We Pay
20 $50030 $75040 $1,000
We also provide a PowerPoint presentation you may use to show all the great benefits of representing UA and First UA. And because we’re confident attendees will want to get appointed right away, we’ll supply the contracts they’ll need to get started. They'll be coded to your Agency!
For more information call Val Bonitto at 214-250-5744.
https://placester.com/real-estate-marketing-academy/real-estate-brokerage-find-top-agent-talent/
6 MAY 2016 think BIG think BIG MAY 2016 7
A BIG CHANGE IS COMING!
FIRST UA AGENTS:
As many of you are aware, First United American Life Insurance Company will be renamed Globe Life Insurance Company of New York beginning January 1, 2017. At that time, all business that was previously solicited on behalf of First UA will be sold for Globe Life Insurance Company of New York.
If you’re an Agent appointed with First UA, you may be wondering, How will this change affect me? Rest assured, you’ll still be working with the same great products and procedures you’re working with today. Only the name will change.
We’re excited about this significant rebranding, and anticipate it will bring increased opportunity for New York Agents. Consider:
During the past two years, First UA’s affiliate, Globe Life And Accident Insurance Company, has experienced a surge in name recognition – which has reached 35 percent nationally.
As the proud sponsor of Globe Life Park in Arlington, home to the Texas Rangers baseball team, the Globe Life brand is receiving more than half a million dollars in advertising value in the state of New York.
Today, the Globe Life brand name is more well-known than any other Torchmark subsidiary brand.
The name change from First UA to Globe Life Insurance Company of New York will help us make better use of this increased brand awareness. We look forward to the positive impact this change is likely to have on New York Agents as well as all the stakeholders in our great Company. As we approach the start of a new chapter in our history, we’re grateful to have so many dedicated Agents working with us during this exciting time. The best is yet to come!
Charles MankamyerPresident of General AgentsUnited American Insurance Co.First United American Life Insurance Co.Globe Life, Employee Service Division
James A. Savo, FLMIVice-President of Operations and General ManagerFirst United American Life Insurance Co.
8 MAY 2016 think BIG
• UA/First UA will pay for your stay in a hotel for one night (and guest, if you qualify). Hotel chosen by UA. Does not cover meals charged to the hotel and/or hotel incidentals. Dinner will be provided at Globe Life Park and breakfast is included at the hotel. Transportation will be covered to and from the airport to the hotel and ballpark. Flights will be scheduled by 8/5/16.
• For existing, appointed United American and First United American Agents and Agencies, the increase in issued health premium must be the amount listed above over results during the prior year’s period (5/2/15 – 7/12/15) to qualify.
• For Agents not appointed with UA, to qualify, you must become appointed and achieve the minimum levels listed above.
• Issued health premium only counts towards this incentive.
• You must achieve the minimum incentive qualifi cations listed above to qualify for one attendee or one attendee and a guest to attend a ballgame. Maximum of 10 winners, including guests.
• Product availability varies by state; consult your state compliance sheet for details.
• Disability issued Med-Supp does not qualify as health premium.
• Contest not available to Washington State Agents.
• Agents may qualify for more than one Globe Life Park incentive program based on results; there is a maximum of one trip per winner, per year.
Hit one out of the park this season by winning a chance to enjoy a major league ballgame in Torchmark Corporation’s all-inclusive suite at Globe Life Park in Arlington
UAI3134F 0416
CONTEST PERIOD MAY 2 — JULY 22, 2016A year-over-year increase in issued health premium could take you out to the ball game on United American!
You You + Guest
Individual Producing Agent $12,500 $25,000
General Agents (MGA) $30,000 $50,000
Call 855-312-1679 for additional details.• UA/First UA will pay for your stay in a hotel for one night (and guest, if you qualify). Hotel chosen by UA. Does not cover meals charged to the hotel and/or hotel
incidentals. Dinner will be provided at Globe Life Park and breakfast is included at the hotel. Transportation will be covered to and from the airport to the hotel and ballpark. Flights will be scheduled by 8/5/16.
• For existing, appointed United American and First United American Agents and Agencies, the increase in issued health premium must be the amount listed above over results during the prior year’s period (5/2/15 – 7/12/15) to qualify.
• For Agents not appointed with UA, to qualify, you must become appointed and achieve the minimum levels listed above.
• Issued health premium only counts towards this incentive.
• You must achieve the minimum incentive qualifi cations listed above to qualify for one attendee or one attendee and a guest to attend a ballgame. Maximum of 10 winners, including guests.
• Product availability varies by state; consult your state compliance sheet for details.
• Disability issued Med-Supp does not qualify as health premium.
• Contest not available to Washington State Agents.
• Agents may qualify for more than one Globe Life Park incentive program based on results; there is a maximum of one trip per winner, per year.
Hit one out of the park this season by winning a chance to enjoy a major league ballgame in Torchmark Corporation’s all-inclusive suite at Globe Life Park in Arlington
UAI3134F 0416
CONTEST PERIOD MAY 2 — JULY 22, 2016A year-over-year increase in issued health premium could take you out to the ball game on United American!
You You + Guest
Individual Producing Agent $12,500 $25,000
General Agents (MGA) $30,000 $50,000
Call 855-312-1679 for additional details.
8 MAY 2016 think BIG think BIG MAY 2016 9
AGENT NAME AGENCYYTD PRODUCTION
1 Donna Ahlbum Ahlbum Insurance Agency $421,097
2 Ron Concklin Rosenberg-Concklin, Inc. $283,676
3 Scott Mednick Professional Insurance Systems of Florida $217,658
4 Paul Sheldon, CLU, ChFC Paul Sheldon Insurance & Benefits Planning $194,159
5 Lisa Rosati Rosati Insurance Agency $191,382
6 John Clark Senior Solutions Insurance Agency $184,666
7 Christopher Graham, CLU Graham Financial Group, Inc. $173,653
8 Kerry Sachs Secure Retirement Solutions, Inc. $170,825
9 Scott Schwartz Insurance Protection Services $150,300
10 Robert Wroblewski SOS Insurance Group $145,601
11 Barbara Bowes Bowes Insurance Agency $111,356
12 Edward Catron Catron Insurance Agency $103,725
13 Shawn Schroeder Jack Schroeder & Associates, Inc. $100,016
14 Brian Gilbert Gilbert Insurance Agency $98,670
15 Vincent Abbatiello Mainstay Retirement Solutions $95,216
16 Professional Group Plans, Inc. $92,770
17 Cesar Chacon The Insurance Hub $92,075
18 American Eagle Consultants, Inc. $88,186
19 Long Island Health Plans, Inc. $85,539
20 Peter Gelbwaks Gelbwaks Executive Marketing Corp. $84,461
21 Loren Olguin Olguin Insurance Agency $79,494
22 Valerie Bahlkow Bahlkow Insurance Agency $72,031
23 Futurity First Insurance Group, Inc. $71,648
24 Bryan Wiedersum Wiedersum Insurance Agency $71,460
25 Kenneth Lepage Lepage Insurance Agency $68,578
26 Pierre Abadjian Abadjian Insurance Group $66,113
27 Jackson Edwards IV Edwards Insurance Agency $64,726
28 Joseph Maisonet Maisonet Insurance Agency $61,010
29 Fred Ulayyet Ulayyet Insurance Agency $60,578
30 Marc Zum Tobel Consolidated Insurance Group, Inc. $59,641
AGENT NAME AGENCY
1 Mike Stevens Farm & Ranch Healthcare, Inc.
2 Gilbert Williams Williams Insurance Agency
3 Mark Graham AmeriLife
4 Catherine Hatton Long Island Insurance Solutions
5 Sylvan-James Associates, Inc.
6 Richard Sakharoff Security Benefits Group, Inc.
7 Scott Mednick Professional Insurance Systems of Florida
8 Joseph Iannelli Iannelli Insurance Agency
9 Sheldon Reid Reid Insurance Agency
10 Benefit Plans of America, Inc.
11 Julio Alvarez Alvarez Insurance Agency
12 Shamseldin Omer Omer Insurance Agency
13 Ronald Woodlief Woodlief Insurance Agency
14 Hulda Hicks Hicks Insurance Agency
15 William Masterson Masterson Insurance Agency
16 Elliot Ricks Ricks Insurance Agency
17 Dorothy Jones Jones Insurance Agency
18 Everett Forney Forney Insurance Agency
19 Vincent Abbatiello Mainstay Retirement Solutions
20 Archie Wilberforce Wilberforce Insurance Agency
21 John Barberan Barberan Insurance Agency
22 Charles Judah Judah Insurance Agency
23 Alcoen & Associates, LLC
24 Pierre Abadjian Abadjian Insurance Group
25 Jocelyn Hercules Hercules Insurance Agency
26 Edward Hutton Jr. Hutton Insurance Agency
27 Jed Miner Miner Insurance Agency
28 Lisa Nielsen Nielsen Insurance Agency
29 Jesse Brown Brown Insurance Agency
30 Mike Reddy, CLU, LUTCF The Reddy Senior Insurance Group
AGENT NAMEYTD PRODUCTION
1 Tim Ahlbum $206,960
2 Paul Sheldon, CLU, ChFC $194,159
3 Scott Schwartz $150,300
4 Lisa Rosati $110,304
5 Ray Stevens $109,121
6 Jason Stevens $103,424
7 Brian Gilbert $101,514
8 Kerry Sachs $98,326
9 Glenn Ripoll $87,036
10 Eugene Ranney $84,216
11 Barbara Bowes $76,356
12 Joseph Kirby $75,936
13 Jon Ahlbum $75,799
14 Xiomara Ottovegio $74,532
15 Kevin Lawrence $72,070
16 Stephen Maisto $72,029
17 Bryan Wiedersum $71,460
18 Christopher Graham, CLU $64,099
19 Vincent Abbatiello $62,619
20 Fred Ulayyet $60,578
21 Mark Hargis $60,492
22 Dexter Saylor $59,162
23 Joseph Jaffe $58,882
24 Valerie Bahlkow $57,943
25 Aaron Gordon $56,686
26 Julia Lembcke $52,436
27 Robert Holzman $51,450
28 Mark Heller $48,623
29 James Laughlin $48,567
30 Gina Savage $47,256
AGENT NAME
1 Mark Simpkins
2 Gilbert Williams
3 Julio Alvarez
4 Randy Merrell
5 Richard Sakharoff
6 Regina Sakkal
7 Larry Brooks
8 Stephen Pilotti
9 Peter Gbongay
10 Ronald Woodlief
11 Hulda Hicks
12 William Masterson
13 Elliot Ricks
14 Diana Ellison
15 Joe Gray
16 Mark Russell
17 Archie Wilberforce
18 Martin Pereira
19 Beth Branch
20 Jocelyn Hercules
21 Edward Hutton Jr.
22 Larry Brady
23 Jesse Brown
24 Mike Reddy, CLU, LUTCF
25 Mark Hayden
26 Sabas Ayona
27 Mark Zigarevich
28 Michael Crawford
29 Marsh McAfee
30 Mark Jennings
1
2
3
5
4
1
2
3
5
4
Jon Ahlbum The Ahlbum Insurance
Group, Inc. $1,543,018
Catherine Hatton Long Island Insurance
Solutions $661,085
Mike Lemar Sunshine State Agency
$566,425
William Borosak Jr. Secure Financial Group, LLC
$533,322
Tim Ahlbum Health Coverage Solutions
$504,531
Mark Graham AmeriLife $357,448
Ray Stevens Stevens & Associates
Insurance Agency, Inc. $333,499
Edward Shackelford The Assurance Group, Inc.
$329,216
Devin Barta Barta Insurance Agency
$236,863
Stephen Maisto Senior Health Solutions
$189,697
Eagles Club is an elite group of Agency leaders representing the best of United American and First United American.
Through April 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 April 2016, these top producing General Agents and Agencies have the highest net life annualized premium.
Through April 2016, these top producing Writing Agents have the highest net life annualized premium.
Through April 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
10 MAY 2016 think BIG think BIG MAY 2016 11
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?
