William Penn Life, 1987 (22. évfolyam, 1-12. szám)

1987-02-01 / 2. szám

February 1987, William Penn Life, Page 7 Business News Sales department breaks records in 1986 By Daniel R. Wahl, fic, clu National Sale Director PITTSBURGH - The William Penn Association marches into 1987 after having celebrated the best year ever in its 100-year history. During the year we issued over $39 million of insurance, surpass­ing the record set in 1985. In 1986, the sales force also made a record 5,235 sales. With the addition of such in­novative products as the 2-for-l Special Juvenile Plan and the con­tinued success of the Single Pre­mium Whole Life and the Provid­er Plan, the William Penn has continued to grow. Last year also represented the first full year of our new 1980 CSO products which were high­lighted by reduced premium rates and a new Yearly Renewable Term policy. 1986 also featured the estab­lishment of two new agencies -Orlando, Fla., headed by Ron Abels, FICF, and Chicago headed by John Rafferty. The addition of Matt Longobardi as agency mana­ger in Bridgeport, Conn., helped to solidify the Northest last year. A renewed vigor toward the fraternal activities of our society has helped to attract many new members to the William Penn family. Our growth is expected to continue for years to come with anticipation of an exciting 1987 being the driving force. The William Penn Association is widely recognized by the insur­ance industry and other fraternal benefit societies as one of the most progressive fraternal socie­ties in the industry with unlimited potential for growth and a genuine concern for its members. We lived up to those expect­ations in 1986. We will do our best to exceed them this year and in the years to come. The William Penn team is on the move. Association honors top agents of 1986 By Daniel R. Wahl, fic, clu National Sales Director PITTSBURGH — After celebrat­ing a history making year in 1986, the Sales Department has recog­nized the personal achievements of its leading career and part-time agents. These career agents and agency managers have qualified for the 1987 National Sales Conference to be held in Toronto, Canada. (Listed are the agents’ names, cities and sales volumes in millions.)- Brian Aronne, Boston, $2.19. -Joseph Barreiro, FIC, Columbus, $1.61.- Alex Hody, LUTCF, New Brun­swick, $1.53.- Win Kipp, Pittsburgh, $2.65.- Dominic La Verde, Pittsburgh, $4.24.- Matt Longobardi, Bridgeport, $2.8.- Paul Ruffner, Pittsburgh, $1.32.- Sam Sulkosky, FIC, Allentown, Pa., $1.98.- Dawn Ward, Cleveland, $1.77. -Jeff Ward, CLU, ChFC, Cleve­land, $4.0.- Earl Webb, Pittsburgh, $2.97. Dan Wahl, FIC, CLU (Pitts­burgh, $3.42), also qualified for the conference before becoming National Sales Director in August 1986. The two leading part-time agents also qualified for the con­ference. They are National Direct­or Elmer Toth (Pittsburgh, $3.18) and Auditing Committee member Lou Fodor (Pittsburgh, $725,000). The leaders in individual sales categories for career agents were: Sales - Jeff Ward, 426; Production Volume - Win Kipp, $2.65 mil­lion; Premiums - Win Kipp, $421,682; and Face Amount of Insurance - Brian Aronne, $2.32 million. The leading agency for 1986 was the Pittsburgh-East Agency under the direction of Dominic La Verde. The agency closed the year with 1,050 sales, $11.17 million production volume, $1.59 million in premiums and $6.21 million of insurance. All the agents listed above, along with Jodene Pascarella of Detroit, qualified for the Ben Franklin Award. This award goes to those agents who made 100 or more sales during the year. It was no wonder that the Association’s 100th Anniversary year was our best sales year. All of these professional sales people, the rest of the career sales force and all our part-time producers are deserving of congratulations for their contributions to the William Penn team. The next time you see your William Penn representative, give him or her a pat on the back for a job well done. But our success would not have been possible if not for all those members who welcomed our representatives into their homes and for those new mem­bers who placed their faith in the William Penn Association and its representatives. Sales Director earns CLU PITTSBURGH — National Sales Director Daniel R. Wahl, FIC, recently received the professional designation of Chartered Life Underwriter (CLU) from Amer­ican College at Bryn Mawr, Pa. The CLU designation culmi­nates five years of studies invol­ving all facets of the insurance industry. Mr. Wahl received the designa­tion after passing 10 comprehen­sive exams on subjects involving life insurance, laws and mathe­matics, economics, income tax­ation, pension planning, estate planning, accounting and finance, group insurance and investments and family management. Mr. Wahl, 33, started his insur­ance career in 1971 with a large commercial insurance company. He joined the William Penn in August 1981. He was promoted to agency manager in January 1984, to regional manager in September 1985 and to National Sales Di­rector in August 1986. He led all sales agents in sales and production from 1981 to 1985 and was the leading agency manager in 1984 and 1985. We congratulate Mr. Wahl for his latest career achieve*-.ent. Nest Eggs For The Future Most people today are so concerned with the problems of everyday living that they have not taken the time to plan or provide for their future. Proper planning is essential due to the fact that people are living longer and inflation is destroying the buying power of our dollar. Our job is Personal Money Management and Balanced Financial Planning and we try to help people achieve their financial goals. We will attempt to show you how to reduce your income taxes and at the same time get more return on your dollar. We take a look at your financial picture and make suggestions and recommendations based strictly on your own situation. We help members build nest eggs for the future. For more information on this valuable service offered by the William Penn, please contact your nearby William Penn Sales Representative to arrange for an interview at your convenience — you will be glad you did. DANIEL R. WAHL, FIC, National Sales Director William Penn Association, 709 Brighton Road, Pittsburgh, PA 15233 CAREER AGENCIES Ron Abels, FICFAlex Hody, LUTCF Samuel Sulkosky, FIC Agency Manager Agency Manager Agency Manager William Penn Association William Penn Association William Penn Association 9208 Woodbreeze Blvd.216 Somerset Street 1311 Hamilton Street Windermere, FL 32786 New Brunswick, NJ 08901 Allentown, PA 18102 (305) 876-5059 (201)249-7752 (215) 434-2111 Brian Aronne Dominic La Verde Jeff Ward, CLU, ChFC Career Agent Agency Manager Agency Manager William Penn Association William Penn Association William Penn Association P.O. Box 574 709 Brighton Road 16363 Pearl Road Dedham, MA 02026 Pittsburgh, PA 15233 Strongsville, OH 44136 (617) 326-8949 (412)231-7500 (216)238-8500 Joseph Barreiro, FIC Matthew Longobardi Earl Webb Agency Manager Agency Manager Agency Manager William Penn Association William Penn Association William Penn Association 975 Parsons Avenue 33 King Street 709 Brighton Road Columbus, OH 43206 Stratford, CT 06497 Pittsburgh, PA 15233 (614)443-7797 (203) 377-0137 (412) 231-7500 Gary Clevenger Jodene Pascarella, FIC Agency Manager Agency Manager William Penn Association William Penn Association 1024 W. Indiana Avenue 1095 Fort Street South Bend, IN 46613 Wyandotte, Ml 48192 (219) 287-8245 (313) 283-6360 GENERAL AGENTS Floyd BryanJohn Lippert Rubin Minowitz, FIC, General Agent General Agent CLU, General Agent William Penn Association William Penn Association William Penn Association P.O. Box 121 530 N. German Street 295 Northern Boulevard Fountanville, PA 18923 Mayville, Wl 53050 P.O. Box 431 (215) 822-2987 (414) 387-3570 Great Neck, NY 11022 Richard De Felice John Rafferty (516) 466-2116 G'.neral Agent General Agent William Penn Association William Penn Association 10 Poplar Street 10261 Hawthorne Drive Elmsford, NY 10523 Orland Park, IL 60462 (914) 592-7527 (312) 460-6626 CALL TODAY!

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