William Penn Life, 2011 (46. évfolyam, 1-12. szám)

2011-04-01 / 4. szám

Agents' Corner

Jeffrey J. Klecan

Cleveland, OH M0-526-9M8 WPA Agent Since 2005 —

Jeff Klecan used the education he received from Cleveland State University in accounting and finance to become an insurance agent and investment advisor. In 1983, he started his career as a captive insurance agent. Within two years he became an independent insurance agent, acknowledging that no one insurance company has all the products to meet every individual’s

needs and objectives.

After his mother lost a battle with cancer

at an early age, Jeff found his niche within the

family market. Realizing the financial difficulties families have with an unexpected loss of a family member, he took it as a major challenge to convince families, especially ones with young children, why life insurance must be the core ingredient of any financial plan.

He was introduced to the WPA in 2005, and quickly realized that not only does WPA have outstanding products but also, as he says, is an organization “that offers its members scholarship grants with minimal amounts of rules to qualify.” He went on to say, “I wish I had known about this Association when I first started my career.”

When he is not getting people happily involved with financial products, Jeff spends quality time with his wife Judy and his daughter Kelly. They have been living in Brecksville for 30 years. □

L-*-J

2

/ Referral Fees$l0 to $12

William Penn Association Recommender Program

Adult members age 16 and older can earn cash rewards when they refer new members to the WPA. The WPA will pay adult members *12.°° for each applicant they recommend who is issued a WPA permanent life insurance plan. The WPA will also pay adult members ®10.00 for each applicant they recommend who is issued a WPA term life insurance plan. To claim your reward, send us the names and addresses of everyone you know who would enjoy the many fraternal benefits that come with membership in the WPA.

*Family of sales agents living at the same address as the agent do not qualify for a Recommender Award.

Please Print

Your Name:

WPA RECOMMENDER

Branch No.:

Address:

Phone:

WPA Representative/Agent:

Name of Prospective Applicant:

Address:

Phone:

Mail to: Recommender, William Penn Association, 709 Brighton Road, Pittsburgh, PA 15233