September 2012

IN ACTIONSeptember 2012

2 | Leaders in Action September 2012

How did you get started in the insurance business?I got started in the business in 1987. I was 22 years old and 6 months out of college when my brother’s girlfriend, who was working as an agent for Commonwealth Insurance, called me. She said she was leaving the company to go back to college and that there would be an opening. She wanted to know if I was still looking for work and would be interested in selling insurance. I told her yes and soon interviewed with her manager. My father had been in the business for a while before he passed away and I knew other successful insurance agents in my hometown. I knew their personalities and figured if they could do it, I could do it. So, I accepted the job…and the rest is history!

What tools are you using to obtain success?There are several tools I use to achieve success. I use the company’s sales planner to keep up with my daily plans. It helps keep me organized and helps me keep track of all of my phone calls, interviews and service work. I also use it to record personal and family events so that I can keep track of what’s going on with my children’s school activities and sports. If it’s happening, it’s in my planner. I try not to miss out on anything! Secondly, I use a referred lead folder to keep track of my referrals. All leads are transferred or re-written on referral sheets in this folder after they are obtained at the end of each day. I transfer them from the backs of business cards, apps or other sheets of paper where they were first written. They are too valuable to lose or forget where you put them. Lastly, I use a hot prospect list for all my daily contacts. I keep track of everything from contacts to referrals and existing customers and update the list daily for follow-up calls. It’s so easy to forget to call someone back or not follow-up when you are supposed to.

What’s one of your biggest professional challenges?My biggest challenge as an agent is to keep doing what I have been doing and stay on top. It’s easier getting there than staying there. There are so many emotional ups and downs in this business. It is easy to lose your way from time to time. You can’t allow yourself to get too high or too low. It doesn’t matter how well you did yesterday or how well you did last year, you have to keep doing it week after week. You have to stay consistent and focused on what you are supposed to be doing each and every week. It’s not always that easy!

What is one of your personal goals for this year?My goal for the rest of this year is to finish in the top five agents for Achievement Awards and to make the Circle of Excellence again. My goal for next year, and every year, is to at least make Pinnacle Club and try to finish in the top five for the Leader’s Conference. There is always a lot of competition at the top!

What advice would you give a rookie Agent?My advice to rookie agents is to pay attention to the basics. Be good at getting referrals, make your contacts every day and schedule as many good quality interviews as possible. The best agents are the ones that are good at getting referred leads and are good at using the phone for appointments. Don’t be satisfied just doing enough to get by. Do your best to be great. Keep yourself organized and follow up!

SE

PT

EM

BE

R’S

SE

nio

R A

gE

nT

CHRiS guARiSCoHouma LA

September 2012 Leaders in Action | 3

Bonnie SeniorBill Kratz 158,734

Chris guariscoHouma LA150,532

Angie PettsEvansville IN129,685

David RayburnMt Sterling KY128,062

Fran BroussardNew Iberia LA123,604

Steven WieneckeHarrisburg PA119,184

Aman EmamiHarrisburg PA114,835

Cotton SmothersGerald Foster109,975

Arnold PierreFort Lauderdale FL108,685

Rodney FletcherPhiladelphia PA106,613

Region 1 1. Ralph Garza, Oak Brook IL $101,167 2. Jacqueline Tirado, Oak Brook IL 95,282 3. Ray Peek, Highland IN 94,782

Region 2 1. Steven Wienecke, Harrisburg PA $119,184 2. Aman Emami, Harrisburg PA 114,835 3. Rodney Fletcher, Philadelphia PA 106,613

Region 3 1. David Rayburn, Mt Sterling KY $128,062 2. Jim McIlwaine, Cumberland MD 92,153 3. Jimmy Castle, Mt Sterling KY 82,272

Region 4 1. Chris Guarisco, Houma LA $150,532 2. Fran Broussard, New Iberia LA 123,604 3. Arnold Pierre, Fort Lauderdale FL 108,685

Region 5 1. Angie Petts, Evansville IN $129,685 2. Cotton Smothers, Gerald Foster 109,975 3. Craig Ice, Gerald Foster 102,701

Region 6 1. Bonnie Senior, Bill Kratz $158,734 2. Donna Short, Roanoke VA 100,249 3. Annie Barksdale, Danville VA 95,937

Region 10 1. Mo Ghazizadeh, San Francisco CA $104,895 2. Tho Nguyen, Los Angeles CA 88,429 3. Ruben Garcia, Phoenix AZ 82,561

123456789

10

CoMPAny AnD REgionAL LEADERS THRougH SEPTEMBER 30, 2012

TOP 10 AGENTS COMPANY-WIDE, YEAR-TO-DATE

PRESiDEnT’S CiTATion CoMPETiTion AgEnTS yEAR-To-DATE


1. Ben Prince, New Iberia LA 60,411

2. Sait Onal, Harrisburg PA 49,161

3. Tommy Grayson, Indianapolis IN 46,076

4. Gerald Foster, Gerald Foster 45,405

5. Manny Dejene, Charlotte NC 44,836

1. Todd Thompson, Gerald Foster 86,426

2. Karen Patton, Corbin KY 74,675

3. Gary Wax, Houma LA 64,370

4. Mike Weintraub, Fort Lauderdale FL 64,172

5. Keith Gros, Houma LA 63,256

6. John Corsello, Philadelphia PA 62,004

7. Chuck Guidry Jr, New Iberia LA 61,887

8. Yohannes Yenealem, Harrisburg PA 60,524

9. Bill Baronet, New Iberia LA 60,174

10. Jason Cunha, Pocomoke MD 59,856

11. Mark Rozenberg, Indianapolis IN 57,712

12. Drew Sasko, Charleston SC 52,345

13. Richard Bashou, Oak Brook IL 50,990

14. Timothy Puckett, Paducah KY 47,272

15. Mike Delk, Corbin KY 47,119

16. Gerald Bennett, Charlotte NC 46,253

17. Tammy Lane, Florence SC 45,998

18. Bruce Allison, Indianapolis IN 43,990

19. Bill Owens, Randy Norris 43,267

20. Jerry Sturgill, Ashland KY 43,026

21. Steve Mockler, Columbus OH 42,505

22. Linda Gool, Ashland KY 41,468

23. Sasan Ghafoori, Baltimore MD 41,355

24. Michelle Taylor, Pocomoke MD 40,989

25. Don Ivers, Columbus OH 40,789

26. Heather Shepherd, Norton VA 40,308

27. Roger Cooper, Harrisburg PA 38,359

28. Keith Carpenter, Waynesboro VA 38,277

29. Khaliel Rasheed, Fort Lauderdale FL 37,740

30. Chris Barbuzanes, Hagerstown MD 37,449

1. Denny Holder, Space Coast FL 47,193

2. Claudette Rattray, Fort Lauderdale FL 46,434

3. Brian Riddle, Mt Sterling KY 45,791

4. Anthony Doherty, Monroe LA 42,291

5. Richard Watts, Waynesboro VA 41,117

ToP LARgE oFFiCE MAnAgERS

ToP SMALL oFFiCE MAnAgERS

ToP SALES MAnAgERS

LEADing MAnAgERS, CoMPAny-WiDE, yEAR-To-DATE

Ben Prince Sait Onal Tommy Grayson

Denny Holder Claudette Rattray Brian Riddle

Todd Thompson Karen Patton Gary Wax


PRESiDEnT’S CiTATion CoMPETiTionMAnAgERS, yEAR-To-DATE

REgion 1

Mark RozenbergSales ManagerIndianapolis IN

John BlakelySm. Office Manager

Columbus OH

Tommy GraysonLg. Office Manager

Indianapolis IN

REgion 2

John CorselloSales ManagerPhiladelphia PA

Sait OnalLg. Office Manager

Harrisburg PA

Lisa CavanaughSm. Office Manager

Central PA

REgion 6

Gerald BennettSales ManagerCharlotte NC

Richard WattsSm. Office Manager

Waynesboro VA

Manny DejeneLg. Office Manager

Charlotte NC

REgion 5

Todd ThompsonSales ManagerGerald Foster

Sam MaggardSm. Office Manager

Monticello KY

REgion 3

Jerry SturgillSales Manager

Ashland KY

Brian RossSm. Office Manager

Charleston WV

Michael SimmonsLg. Office Manager

Ashland KY

REgion 4

Gary WaxSales Manager

Houma LA

Denny HolderSm. Office Manager

Space Coast FL

Ben PrinceLg. Office Manager

New Iberia LA

REgion 10

John HolcombeSm. Office Manager

San Diego CA


SEPTEMBER’S CoMPAny-WiDE LEADERS

AgEnT oF THE MonTH

James Taylor

LEADing LARgE oFFiCE MAnAgER

Joe Rhea

LEADing SALES MAnAgER

John Ennis

LEADing SMALL oFFiCE MAnAgER

Jason Gsoell

ToP 35 AgEnTS 1. James Taylor, Harmon Taylor 35,777 2. James Handy, Daytona FL 29,291 3. Harold Swift Jr, Evansville IN 27,743 4. Corey Gee, Ashland KY 27,523 5. Dawn McBrearty, Hagerstown MD 27,092 6. Brian Schaefer, Evansville IN 25,979 7. Timothy Kennedy, Mt Laurel NJ 24,970 8. Chadwick Skaggs, Paducah KY 24,643 9. Dewey Sink Jr, Hagerstown MD 23,27410.Bishnu Dighamber, Highland IN 21,81111. Lesley Harleaux, Houma LA 21,64912. Michael Brown, Augusta GA 21,35013. Rodney Fletcher, Philadelphia PA 19,95914. Isaac Dotson, Philadelphia PA 19,82815. Jean Gremillion, Houma LA 19,10516. Linda Coomer, Harrisburg PA 18,76117. Bradley Lagrange, Monroe LA 17,43618. Gezel Hines, Randy Draper 17,12119. Nick Conley, Mt Sterling KY 17,04120. Anthony Daria, Northern KY 16,90021. Jan Zukowski, Bill Kratz 16,24822. Lee Alderson, Nashville TN 16,19323. Timothy Bryant, Pikeville KY 16,03924. Bonita Mccoy, Gerald Foster 15,95925. Kenneth Venable, Waynesboro VA 15,88626. Ralph Nice Jr, Cumberland MD 15,86027. Duran Bryant, Norton VA 15,83628. James Chaffin, Corbin KY 15,50629. Chris Guarisco, Houma LA 15,35030. Jacqueline Claggett, Bill Kratz 14,80931. Jason Grayson, Northern KY 14,73732. Stephen Hannon, Northern KY 14,59733. Marc Goss, Detroit MI 14,38134. Randy Bowie, Randy Norris 14,30635. John Lane, Evansville IN 14,241

ToP 20 SALES MAnAgERS 1. John Ennis, Pocomoke MD 2. Michael Taylor, Daytona FL 3. John Kennedy, Harmon Taylor 4. Timothy Klatt, Evansville IN 5. Sonny Alexis, South Miami FL 6. Karen Patton, Corbin KY 7. Keith Gros, Houma LA 8. Gary Wax, Houma LA 9. Bobby Lacer Jr, Evansville IN 10. Jason Cunha, Pocomoke MD 11. Mark Rozenberg, Indianapolis IN 12. John Corsello, Philadelphia PA 13. Gary Ward, Paducah KY 14. Timothy Puckett, Paducah KY 15. Keith Hill, Ashland KY 16. Bertha Washington, Charleston SC 17. Joseph Messerly, Detroit MI 18. Mark Sharrar, Harrisburg PA 19. Keith Carpenter, Waynesboro VA 20. Kim Nickell, Mt Sterling KY

ToP LARgE oFFiCE MAnAgERS

1. Joe Rhea, Paducah KY 2. Thomas Coy, Evansville IN 3. Perry Guidry, Houma LA 4. Ben Prince, New Iberia LA 5. Tommy Grayson, Indianapolis IN 6. Michael Simmons, Ashland KY 7. Sait Onal, Harrisburg PA 8. Gerald Foster, Gerald Foster

ToP SMALL oFFiCE MAnAgERS

1. Jason Gsoell, Daytona FL 2. Harmon Taylor, Harmon Taylor 3. John Holcombe, San Diego CA 4. Anthony Doherty, Monroe LA 5. Brian Ross, Charleston WV 6. Marie Baptiste, South Miami FL 7. Denny Holder, Space Coast FL


uniTED FinAnCiAL SERviCES inCuFS yEAR-To-DATE RESuLTS AS oF SEPTEMBER 30, 2012

1. Mike Vencion, Hagerstown MD $188,139.90

2. Gerald Foster, Gerald Foster 125,583.61

3. Dave White, Baltimore West MD 68,783.71

4. Perry Guidry, Houma LA 66,513.55

5. Sait Onal, Harrisburg PA 65,332.15

1. Joe Messerly, Detroit MI $47,929.87

2. Todd Thompson, Gerald Foster 15,739.52

3. Spiro Kergides, Steve Burkett 13,067.31

4. Chris Barbuzanes, Hagerstown MD 12,283.25

5. Keith Gros, Houma LA 11,746.81

1. Steve Burkett, Steve Burkett $139,271.85

2. Scott Gooding, Cumberland MD 101,012.78

3. J.D. Marshall, Pocomoke MD 65,616.63

4. Bill Tait, Greater Memphis TN 57,279.41

5. Stacey Graham, Philadelphia PA 47,109.86

1. Judi Webb, Gerald Foster $40,977.10

2. Steve Wittler, Steve Burkett 29,047.15

3. Phil Johns, Hagerstown MD 25,325.76

4. Kristina Wynn, Lexington KY 24,468.38

5. Tara Goodrich, Cumberland MD 20,095.79

ToP LARgE oFFiCE MAnAgERS ToP SALES MAnAgERS

ToP SMALL oFFiCE MAnAgERS ToP AgEnTS

Mike Vencion Gerald Foster Dave White Joe Messerly Todd Thompson Spiro Kergides

Steve Burkett Scott Gooding J.D. Marshall Judi Webb Steve Wittler Phil Johns

8 | Leaders in Action September 20128 | Leaders in Action

Region 1Cory Christman Detroit MI 71,824Michael Wyborski Detroit MI 37,830Megan Barton Highland IN 31,205

Region 2Isabel Reyes Cranford NJ 55,805James Hoffman Northern Virginia 21,959Gordon Adkins Pocomoke MD 20,704

Region 3Jerry Potter Charleston WV 24,962Donald Wolfe Pittsburgh PA 21,591John Chambers Charleston WV 18,685

Region 4Zachery Holder Space Coast FL 24,884Isaac Jones Ft Pierce FL 18,314Barney Amaker Florence SC 9,263

Region 5Alando Ford Greater Memphis TN 25,925Arthur Mudd Greater Memphis TN 22,458Lana Peach Danville KY 18,015

Region 6Charles Lowe Hampton VA 19,040Bernice Njoroge Charlotte NC 13,124Lena Brown-Smith Greensboro NC 11,648

Region 10James Tarpey II San Francisco CA 23,173Jonathan Hartman Los Angeles CA 11,318Mark Simon Los Angeles CA 11,169

TRAnSAMERiCA AgEnCy nETWoRk PRoDuCER gRouP

yEAR-To-DATE RESuLTS AS oF SEPTEMBER 30, 2012ToP THREE in EACH REgion

RiSing STARWilliam BaldwinCorbin KYAchv Pt 37,47349 Families Protected

Cory CochranNorth OhioAchv Pt 26,50428 Families Protected Lisa DukeHopkinsville KYAchv Pt 24,81131 Families Protected Jason GoblePikeville KYAchv Pt 27,16719 Families Protected

James HandyDaytona FLAchv Pt 37,12613 Families Protected

Timothy KennedyMt Laurel NJAchv Pt 55,25132 Families Protected John LaneEvansville INAchv Pt 32,93229 Families Protected James TaylorSomerset KYAchv Pt 38,03910 Families Protected Helaine ZaletofskyJacksonville FLAchv Pt 22,14236 Families Protected

SHining STARJames BoydDanville KYAchv Pt 52,77737 Families Protected

Chasity CollinsHazard KYAchv Pt 60,75082 Families Protected

Carlos GuevaraRandy NorrisAchv Pt 36,84137 Families Protected Michael LocascioSaddlebrook NJAchv Pt 79,72082 Families Protected Christine OvertonSalisbury MDAchv Pt 50,11646 Families Protected Joshua RootHarmon TaylorAchv Pt 38,69837 Families Protected

Harold Swift JrEvansville INAchv Pt 100,07044 Families Protected

Jennifer WhitlockWheelersburg OHAchv Pt 48,80046 Families Protected

Christine Williams-TennFort Lauderdale FLAchv Pt 63,81764 Families Protected

SoARing STARKristofer DarkerWilkes Barre PAAchv Pt 93,86187 Families Protected Roger HousdenBridgeport WVAchv Pt 56,09160 Families Protected

nEW AgEnT STAR AWARDS


Jamaica 2013

Pinnacle Level – Sales ManagersTodd Thompson Gerald Foster 45,588Karen Patton Corbin KY 34,113Joseph Messerly Detroit MI 30,876

Pinnacle Level – Large Office ManagersNA

Pinnacle Level – Small Office ManagersRonnie Hatfield Nashville TN 32,524Justin Foreman San Francisco CA 27,560

Top 5 Chairman’s Level – Agents Ronical Wilson Greater Memphis TN 38,103Andria Navin Harrisburg PA 34,120Sidney Hutchinson Florence SC 33,662Cotton Smothers Gerald Foster 33,618Ronda Fales Hagerstown MD 33,490

Top 5 Chairman’s Level – Sales ManagersKeith Gros Houma LA 30,316Mark Rozenberg Indianapolis IN 27,566Bill Baronet New Iberia LA 26,855Yohannes Yenealem Harrisburg PA 25,092Mike Weintraub Fort Lauderdale FL 24,951

Top 5 Chairman’s Level – Large Office ManagersBen Prince New Iberia LA 25,503Gerald Foster Gerald Foster 23,287Tommy Grayson Indianapolis IN 21,860Sait Onal Harrisburg PA 20,602Joe Rhea Paducah KY 19,492

Top 5 Chairman’s Level – Small Office ManagersYves Lebrun Ft Pierce FL 25,979Jason Simpson Phoenix AZ 24,897Bill McCormick Detroit MI 22,369John Holcombe San Diego CA 21,594Lisa Cavanaugh Central PA 21,355

LEaDERS cONFERENcE

Begin your journey.

Top Pinnacle Level – Agents Conf. CreditsBonnie Senior Bill Kratz 91,715Chris Guarisco Houma LA 75,630Lesley Harleaux Houma LA 69,105Michael Brown Augusta GA 67,746Fran Broussard New Iberia LA 64,507Jason Blair Pocomoke MD 62,253Jean Gremillion Houma LA 62,089Terry Glassman Paducah KY 62,033Paul Friend Ft Pierce FL 60,701Sharon Holt Paducah KY 60,632Sandi Reitter Columbus OH 58,507Judi Webb Gerald Foster 57,948William Cloyd Gerald Foster 57,049Timothy Kennedy Mt Laurel NJ 55,251Brandon Eberts Central PA 55,147Kristina Wynn Lexington KY 54,553Donna Short Roanoke VA 53,605David Rayburn Mt Sterling KY 53,057Cheryl Wall Harrisburg PA 52,625Christopher McCormick Central PA 52,523Ronald Daughtry Philadelphia PA 52,357Timothy Bryant Pikeville KY 52,149Dewey Sink Jr Hagerstown MD 51,814Jimmy Castle Mt Sterling KY 51,279Sarah Sauer Indianapolis IN 50,827Tom Robusto Bill Kratz 49,785Jerry Kinchen Monticello KY 49,528Bradley Lagrange Monroe LA 49,109Michael Locascio Saddlebrook NJ 49,059Craig Ice Gerald Foster 48,800Aman Emami Harrisburg PA 48,645Lee Alderson Nashville TN 48,001Carter Rinehart Space Coast FL 47,626Luis Loor Oak Brook IL 47,534Angie Petts Evansville IN 47,428Aletha Khan Hillside IL 47,312Jeffery Baskin Central PA 46,236


Jamaica 2013LEaDERS cONFERENcE

Let the journey begin...


LEADERS confEREncE LocAtionThe Ritz-carlton Golf & Spa Resort

Rose Hall, Jamaica

QUALificAtion PERioD June 1, 2012—June 30, 2013

LEADERS confEREncE DAtESLeaders Club:

Wednesday, September 18—Sunday, September 22, 2013

Pinnacle Club: Wednesday, September 18—monday, September 23, 2013

Let the journey begin...


Award Months of Employment Achievement Award Points

Rising Star 4 months 20,000

Shining Star 8 months 35,000

Soaring Star 12 months 50,000

FOR INTERNAL USE ONLY

ToP 10 AgEnTS, CoMPAny-WiDE, yEAR-To-DATEAll agents listed have 70% or higher persistency and have been in their position since July 1, 2011. Top five agents with 70% or higher persistency earn a President’s Trophy at year end.

PRESiDEnT’S CiTATion CoMPETiTion – AgEnTS, yEAR-To-DATEAll agents listed have 70% or higher persistency and have been in their position since July 1, 2011. Top two agents in each region with 70% or higher persistency earn a President’s Citation Award at year end. (All results are based on 2012 Achievement Award Points)

THiS MonTH’S CoMPAny-WiDE LEADERS(All results are based on 2012 Achievement Award Points)

LEADing MAnAgERS, CoMPAny-WiDE, yEAR-To-DATE(All results are based on 2012 Achievement Award Points)

PRESiDEnT’S CiTATion CoMPETiTion – MAnAgERS, yEAR-To-DATEAll managers listed have 70% or higher persistency. Sales managers have been in their position since January 3, 2012. Large and small office managers have been in position since January 3, 2012. Number one manager in each position and Citation Group earns a Presiden’t Citation Award at year end.(All results are based on 2012 Achievement Award Points)

nEW AgEnT STAR AWARDS(All results are based on 2012 Achievement Award Points)The New Agent Star Award recognizes outstanding “fast start” performance by new Monumental recruits during their first year with our Company. In 2012, agents will be recognized after 4 months (Rising Star). 8 months (Shining Star), and 12 months (Soaring Star). New recruits, who have no previous life insurance experience, will earn the New Agent Star Awards during 2012 if they meet the following requirements:

Transamerica Agency Network, Inc. is a licensed insurance agency with Transamerica Life Insurance Company,

Monumental Life Insurance Company and affiliated Transamerica companies offering insurance and financial products.

September 2012

Documents

Transcript of September 2012