William Penn Life, 2010 (45. évfolyam, 1-12. szám)
2010-04-01 / 4. szám
He is especially pleased to have set the single-year sales mark of 485 sales of WPA life insurance products. Jeff is most proud of being a Life and Qualifying Member of the Million Dollar Round Table, an international insurance sales organization. Only the top six percent of all insurance salespeople worldwide qualify for this elite group, based on production. Jeff played tennis scholastically and currently plays basketball twice a week. He established a basketball league for players age 50 and over through the Brecksville Community Center. There are more than 50 men in the league, many of whom are WPA members. He and his wife Dawn also enjoy attending Cleveland Cavalier games and watching LeBron James. Jeff married his college sweetheart, Dawn, in 1976. Her late father, Albert Oris, was a sales representative with the Hungarian Reformed Federation of America. Dawn's upbringing in the Hungarian Reformed Church in Fairport Harbor, Ohio, created a life-long connection with her heritage. She also became an HRFA representative for the Cleveland area in 1979. In 1982 Dawn and Jeff became representatives with the WPA.Their daughter Erin was born in 1983. She graduated cum laude from Northwestern University's Medill School of Journalism in 2005. Erin is a legislative correspondent for Congessman Dale Kildee. Jeff feels privileged to represent the WPA, and he and Dawn treasure all the wonderful relationships they have established with WPA members and Home Office employees over the last 28 years. William Penn Association is looking for a few good agents Your Association, the William Penn, is looking to grow and expand its reach in current and possibly new markets. To do this we are seeking to add highly motivated agents to our list of over 200 existing agents. WPA currently writes insurance and annuity products in 19 states and the District of Columbia. The states include; CA, CT, DC, FL, IL, IN, KY, MD, MA, Ml, MO, NE, NJ, NY, OH, PA, VA, WV and Wl. To grow, we need both full-time and part-time agents. Good agents are the lifeblood of any association. We would like to make you a part of this search and reward you for your help. If you currently do business with an agent that would be a good candidate to write for the WPA, we would like their name, address and/or phone number. You can also give them our name. If the agent you recommend is appointed with the WPA, we will pay you a 'finder's fee' of $50. And when the agent sells their first certificate-life or annuity-we will pay you another bonus of $25. The WPA is a strong and growing association that has much to offer our members and the agents that write for us. This is our way of thanking you for helping us to grow. If you have any questions about the bonus, please don't hesitate to contact Barbi Tew at 412-231-2979 ext.120 or Dave Despot at ext.134. Thank you. Jeffrey J. Ward Brecksville, OH 440-838-1200 WPA Agent since 1982 JEFFREY J WARD, CLU, ChFC, is a graduate of Miami University, Oxford, Ohio. He has a bachelor’s degree in mathematics and was frequently on the Dean's List. His initial intent was to become an actuary. While interviewing for the position, it was recommended he take a sales aptitude test. His high score convinced him to pursue insurance sales and financial planning. Jeffs professional degrees include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and a Series 6 securities license. The CLU and ChFC designations each require passing 10 college-level courses, covering all aspects of insurance and financial planning. This training has placed him in the position to give WPA members the utmost in professionalism and service. William Penn Life, April 2010 5
