OUR MISSION, VISION, & VALUES |
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UPCOMING EVENTS
*See calendar invites for more details
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142nd NORTHWESTERN MUTUAL ANNUAL MEETING
July 24-26, 2022
Milwaukee, WI
Email regarding agency activities will be sent out Monday, July 18th!
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FLORIDA GEORGIA LINE AGENCY DINNER & PLANNING DAY
October 6-7, 2022
Tallahassee, FL
*See calendar invite for more details*
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LEADERSHIP ANNOUNCEMENT
We are happy to introduce our new Director of Supervision,
Colin Bernatt! Colin currently resides in Ponte Vedra Beach with his fiancé, Allie Tucker, who he will marry this October. He has a Bachelor’s Degree in Finance from the University of Pittsburgh and is currently enrolled at Harvard University - School of Extension Studies pursuing a Masters of Finance with a concentration in Data Analytics. He holds his Series 7, 66, 9, and 10 and has been in the financial industry for many years at Merrill Lynch.
We believe he is a great asset to the team and we look forward to
working closely with him!
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Colin Bernatt
Jacksonville Office
Director of Supervision
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July 1st: Isaiah Herring
July 2nd: Cale Smith
July 4th: Emilie Cranmer
July 4th: Jason Sparks
July 6th: Amber King
July 6th: Austin McCabe
July 7th: Roman Janos
July 7th: Jasmine Doward
July 10th: Mike Sheppard
July 10th: Bradley Davis
July 11th: Shevon Bowser
July 12th: Leticia Pappadis
July 15th: Michael Rosato
July 15th: Jared Freeman
July 16th: Alex Vicarisi
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July 17th: Helen Wilson
July 17th: Lindsey Speckman
July 17th: Jamie Williams
July 18th: Nate Rikansrud
July 18th: Jackie Miullo
July 21st: Katherine Thomas
July 22nd: Bonnie Gantt
July 23rd: Nick Warren
July 24th: Chris Snoap
July 27th: Pamela Cribbs
July 27th: Alexandria Bush
July 27th: Taylor Anthony
July 28th: Jennifer Green
July 28th: Van Nguyen
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Jan 5, 2007 (15 yrs): Michelle Baker
Jan 19, 1972 (50 yrs): Ron Krell
Jan 22, 2007 (15 yrs): Jeff Salazar
Mar 13, 2017 (5 yrs): Meghan Newell
Mar 27, 2017 (5 yrs): Will Lewis
Apr 3, 2007 (15 yrs): Scott Fischer
Apr 30, 1957 (65 yrs): Bill Clancy
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Jun 6, 2012 (10 yrs): Matt Davis
Jul 30, 1987 (35 yrs): David E. Barton
Aug 13, 2012 (10 yrs): Steve Strum
Sept 11, 2017 (5 yrs):Megan Rutherford
Oct 25, 2007 (15 yrs): David Stickler
Nov 8, 2002 (20 yrs): Roman Janos
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July 4 INDEPENDENCE DAY
Anniversary of the United States Declaration of Independence in 1776.
July 9 MARTYRDOM OF THE BÁB - Bahá’í
Observance of the anniversary of the execution by a firing squad in Tabríz, Persia, of the 30-year-old Siyyid ‘Alí-Muhammad, the Báb, the prophet-herald of the Bahá’í Faith.
July 18 TISHA B’AV - Jewish
Mourning of the destruction of the First and Second Temples in Jerusalem in 586 BCE and 70 CE.
July 20 EID AL-ADHA - Islamic
Commemoration of Ibrahim's willingness to sacrifice his son in obedience of a command from God. Marks the end of the annual Hajj (pilgrimage to Mecca).
July 24 DHARMA DAY - Buddhist
Also known as Asala Puja, it commemorates the historical Buddha's first discourse
following his spiritual awakening.
July 26 AMERICANS WITH DISABILITIES ACT (ADA) DAY
Commemorates the 1990 signing of the Americans with Disabilities Act, which guarantees equal opportunity for people with disabilities.
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CONGRATULATIONS
Congratulations to Brandon Fleming and Brian Shleifer on passing your recent exams!
KEEP UP THE HARD WORK!
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Brandon Fleming
Ormond Beach Office
Financial Representative
SERIES 63
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Brian Shleifer
Ormond Beach Office
Financial Representative
SIE
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Tom Vaughn
Pensacola Office
Assisted by Mike Brinkley,
Scott Harding, Rana Saxton,
Kelli Taylor, Pam Laukaitis,
Jamie Vaught, & Judy Brinkley
LIVES: 1.99
PREMIUM: $12,322
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Bill Zottoli
Tallahassee Office
Assisted by Meredith Smith,
Deborah Willett, Drew Thompson,
Kaitlyn Zottoli, & Meredith Houston
LIVES: 6.00
PREMIUM: $9,447
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Brian Koch
Jacksonville Office
Assisted by Carley Huber
LIVES: 8.50
PREMIUM: $8,816
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Jeff Garrard
Jacksonville Detached Office (Destin)
Assisted by Jodi Pederson
LIVES: 2.00
PREMIUM: $8,094
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Steve Strum
Jacksonville Office
Assisted by Angie Swanson,
Jessie Kijowski, & Kim Walsky
LIVES: 2.00
PREMIUM: $8,006
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Megan Rutherford
Fort Walton Beach Office
Assisted by Josalyn Snyder
LIVES: 7.00
PREMIUM: $6,620
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Padric Scott
Tallahassee Office
Assisted by Valeria Cardenas,
Ashley Reynolds, Michael Betty,
Yara Pappadis, Ansley Corson,
& Courtney Woolard
LIVES: 2.00
PREMIUM: $6,207
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Khiry Crawford
Jacksonville Office
Assisted by FPS
LIVES: 1.00
PREMIUM: $4,056
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Kevin Koch
Savannah Office
Assisted by Max Williams
LIVES: 9.00
PREMIUM: $3,515
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Archie Andah
Tallahassee Office
Assisted by Sarah Andah,
Sybilie Hector, & Sehra Wells
LIVES: 3.00
PREMIUM: $2,265
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WEEKLY SALES REPORT
Rookies - Highlighted
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WEEKLY ACTIVITY REPORT
Weekly Client Builder Results - 5 Years & Under
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15+ KEPT APPOINTMENTS:
16 - Brian Shleifer
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20+ REFERRALS:
39 - Matt Page
34 - Kevin Presutti
28 - Jason Sparks
27 - Marcus Johnson
27 - Isaiah Herring
27 - David Gardner
26 - Kevin Koch
26 - Brian Shleifer
26 - Katelyn O'Neal
25 - Zach Gwyn
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5+ FACTFINDERS:
7 - Kevin Presutti
6 - Archie Andah
5 - Marcus Johnson
5 - Shelby Dowling
5 - Kevin Koch
5 - Jason Sparks
5 - Matt Page
5 - Isaiah Herring
5 - David Gardner
5 - Zach Gwyn
5 - Brian Shleifer
5 - Katelyn O'Neal
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5+ CLOSES:
8 - Alex Coyne
8 - Padric Scott
7 - Patrick Lamb
7 - Brian Shleifer
5 - Shelby Dowling
5 - Matt Page
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25+ POINTS:
37 - Brian Shleifer
33.5 - Matt Page
30 - Kevin Presutti
26 - Kevin Koch
25 - Jason Sparks
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Fastrack Qualification Requirements |
To qualify for the March and June academies, financial representatives must meet the following requirements based on calendar year production. To qualify for the September and October academies, financial representatives must meet these requirements based on award's year production:
• Hold a full-time contract for a minimum of 12 months, a maximum of 59 months
• Either obtain 90 Lives for the qualifying period OR
• 40 Lives and Northwestern Mutual non-training allowance plan (TAP) enhanced first-year commissions equal to the following (first year standard commissions only):
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Contract Year
1st or 2nd contract year
3rd contract year
4th contract year
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Production Criteria
$46,000 (50% of MDRT)
$64,400 (70% of MDRT)
$82,800 (90% of MDRT)
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• Receive a nomination from his/her Managing Partner
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