On-Schedule Report [Top 25 APC Producers between July 1

On-Schedule Report [Top 25 APC Producers between July 1, 2012 – August 31, 2012] RANK 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25

LAST NAME

HOWELL FESSLER WEBER MONCADA MORGAN BURNE III MARRAZZO COOLEY ALLEN NELSON AKHAMZADEH PALENY REED JACKSON MEHL PAUL HANSEN ATTAL BAKER JONES BOSTWICK FINK RUMMEL BARTHOLE MCHENRY GONZALEZ

FIRST NAME CHARLES ROBERT KEVIN LORI WENDELL JAMES MARK SANDRA BRENNAN HAMIDEH JOSEPH GEORGE TRISA DALE ROBERT DONNA RIAD DAVID MAUREEN JOHN WESLEY STORM JOSEPH ADAM BRIGIDO

OFFICE #

Contest ends June 30, 2013

2013 5051 5053 1028 4024 2025 2022 5094 2175 1290 1820 3083 5094 5053 4084 3074 1830 3083 2013 3074 3031 5034 5032 3034 5094

OFFICE NAME

PLANTATION, FL DENVER CO DENVER SOUTH CO PROVIDENCE, RI AUSTIN TX SARASOTA FL CLEARWATER, FL TACOMA WA CHANTILLY, VA LOS ANGELES, CA SACRAMENTO, CA KALAMAZOO MI TACOMA WA DENVER SOUTH CO COLUMBIA MO WAUSAU WI STOCKTON, CA KALAMAZOO MI PLANTATION, FL WAUSAU WI INDIANAPOLIS ,IN CEDAR FALLS IA DES MOINES, IA MUNCIE IN TACOMA WA

APCs

109,266 34,343 30,726 28,748 27,941 27,119 24,358 23,599 23,275 23,476 22,899 22,754 22,743 22,491 21,860 22,117 21,795 21,392 20,950 20,361 20,710 19,553 20,415 18,203 19,826

2013 Top Producer Sales Summit On-Schedule Report-Runner's Up [26-50 APC Producers between July 1, 2012 – August 31, 2012] RANK 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50

LAST NAME

TAYLOR DELANNOY PARLIER WITHEROW DAVIDSON JOHNS JENNINGS ALLISON WEDDING DADO BURGOYNE ADAMS KEIPER RUTSTEIN BEAULIEU JOHANSSON ROBERTS PORTER WILLIAMSON OLAVIANY BABAEIAN DEBONIS NORRIS KLARMAN HOFFMAN

FIRST NAME DANIEL THOMAS ALLAN KRISTINE LORIE JEFFREY TODD LOUANNE MATTHEW DEBORAH FRANCIS ALITA GREGORY ADAM ROBERT CARL DAVE MICHAEL RACHEL THOMAS MOHSEN JESSICA ASMA MINDY SALLY

OFFICE #


2054 2021 1068 1051 5034 1051 1860 3098 3031 2025 1011 2179 2173 2029 1014 1033 2022 2045 1028 1053 1290 5053 1098 1098 1056

OFFICE NAME

AUGUSTA GA TAMPA FL DOVER DE HARRISBURG PA CEDAR FALLS IA HARRISBURG PA SAN DIEGO, CA GRAND BLANC, MI INDIANAPOLIS ,IN SARASOTA FL BOSTON, MA WASHINGTON, DC BALTIMORE MD JACKSONVILLE FL CONCORD, NH FAIRFIELD, CT CLEARWATER, FL CHARLOTTE, NC PROVIDENCE, RI SCRANTON PA LOS ANGELES, CA DENVER SOUTH CO PARSIPPANY, NJ PARSIPPANY, NJ PHILADELPHIA, PA

APCs

19,591 19,560 19,540 19,101 19,022 18,982 18,671 18,826 18,171 18,015 17,924 17,189 17,530 15,520 17,405 17,173 16,318 16,821 16,288 16,473 16,435 15,632 16,092 15,845 15,353


LAST NAME

LOVE SPEARS DIES NASSIRI OLSON JONES HARMATYS LACHANCE FERGUSON PI LABELLE HADLEY DAUGHERTY JUSZKIEWICZ ABREU GORDON AXELROD HENDERSON IBRAHIM WILSON ONO ROSEN WINE ELLIOTT STRATH-ADAM

FIRST NAME SONJA ROXANNE PAULA KASRA DARRON LINDA ROBERT KEVIN BRIAN BRENDAN WESLEY JAMES CHERYL DAVID DAVID MANNIX MICHAEL JOSEPH JOE ANDREW JONATHAN BRIAN DANIEL DARCY DEBORAH

OFFICE #


5094 1040 2025 3031 5034 1056 1018 1051 1067 1098 1014 3053 3031 1028 1860 7005 2043 1056 1830 4021 5179 1014 2086 5094 2025

OFFICE NAME

TACOMA WA LAGUNA HILLS, CA SARASOTA FL INDIANAPOLIS ,IN CEDAR FALLS IA PHILADELPHIA, PA PORTLAND, ME HARRISBURG PA HAGERSTOWN MD PARSIPPANY, NJ CONCORD, NH CAPE GIRARDEAU MO INDIANAPOLIS ,IN PROVIDENCE, RI SAN DIEGO, CA LONG ISLAND, NY WILMINGTON, NC PHILADELPHIA, PA STOCKTON, CA SAN ANTONIO TX HONOLULU, HI CONCORD, NH NASHVILLE TN TACOMA WA SARASOTA FL

APCs

15,546 15,653 12,095 15,370 15,016 15,264 14,461 14,623 14,269 14,343 13,559 13,201 13,407 13,844 13,745 13,059 12,775 13,611 13,664 13,656 13,625 13,583 12,355 13,539 10,599


LAST NAME BOYD RITCHOTTE CHOUTEAU ADDISON WADDELL HERSHEY BURLEY HA SEARING KRAGE GOOLSBY HAEUSER SHEEHEY WAGLER MCKELDIN GIORDANO LEAVEY TURNER FROST BILLETT BITNER SPENCER FIELDS PERRIGO WELCH

FIRST NAME

CHRISTOPHER DAVID JAMES ADAM JAMES JEREMY BESSIE EVAN LAURIE JAMES WILLIAM RANDALL CHRISTOPHER RAYMOND ROBERTS LEE SCOT SARA JONATHAN JERRY COURTNEY JOEL ROGER MATILDA BRENDA

OFFICE #


3031 1028 4071 4084 1860 3164 2173 1052 3062 5032 2039 3071 5032 4091 1068 1033 3091 4099 5053 2029 5053 2029 4075 1028 2175

OFFICE NAME

INDIANAPOLIS ,IN PROVIDENCE, RI KANSAS CITY MO COLUMBIA MO SAN DIEGO, CA DETROIT, MI BALTIMORE MD TOMS RIVER, NJ MADISON, WI DES MOINES, IA GAINESVILLE, FL MILWAUKEE WI DES MOINES, IA WICHITA KS DOVER DE FAIRFIELD, CT LANSING MI SPRINGDALE, AR DENVER SOUTH CO JACKSONVILLE FL DENVER SOUTH CO JACKSONVILLE FL TOPEKA KS PROVIDENCE, RI CHANTILLY, VA

APCs

12,396 13,375 13,068 14,150 13,186 12,815 13,074 12,671 12,855 12,879 12,899 12,393 11,640 12,557 12,400 10,890 11,610 12,314 10,913 11,843 11,695 10,644 11,891 11,861 11,479

The 2013 Top Producers Sales Summit is headed to two of France’s most sought after places— historic Paris and the beautiful Bordeaux region. Bankers’ top 25 producers, based on paid-for APCs between July 1, 2012 and June 30, 2013 will qualify to attend. Qualifiers’ and their guests will have a chance to visit sights that have been part of the city’s landscape for hundreds of years. From the Champs-Élysées, Notre Dame Cathedral, the Louvre and the legendary Eiffel Tower, Paris is not without five-star attractions. Following the hustle and bustle of France’s metropolis, qualifiers will travel to one of the world’s finest wine regions. Between vineyard tours and sips of Sauternes, Bordeaux will provide the perfect setting to unwind and enjoy the countryside.

Top 25 Producer Qualifiers • Only Career Agents and Unit Field Trainers are eligible to qualify for the 2013 Top Producer Sales Summit. • The top 25 Producers based on personal paid-for APC production between July 1, 2012 and June 30, 2013 will qualify to attend. • If qualifiers in the Top 25 decline the invitation, or are unable to attend, “runner-up” invitations will be extended at the discretion of sales management. • FTA comp will be added to the Producers’ personal production qualifying APCs only. • A minimum established 13th month Composite Persistency Measure (CPM) of 90.00 is required (an established 7th month for Rookie Producers). • The CPM criteria will be waived for Rookie Producers if there is no established 7th or 13th month CPM. (A Rookie is determined as those producers contracted on or after January 1, 2011)

Miscellaneous Rules • Any Producer who transfers from one office to another will retain all credit earned. • USVs/USMs/BSMs reverting to Producer status during the qualification period must qualify under the above rules. • Only Bankers Life and Casualty Company, Bankers Conseco Life Insurance Company and Colonial Penn business counts toward Top Producer Sales Summit qualification (this includes PDP and Medicare Advantage sales). • Commissions earned through other entities such as Phoenix Life, Assurant, ProEquities, etc., do not earn credits. • Qualifiers will be permitted to bring only one guest. • The guest of the qualifier must be 18 years or older. Minor children (including infants) are not allowed either as guests or to share a room with a qualifier. • If a qualifier does not attend the trip, a guest of the qualifier may not attend. No compensation or alternate award will be made in lieu of attendance for the qualifier or guest. • Expenses for the qualifier and guest (including room charges, meals and recreation) will be added by the company to the qualifier’s W-2 or 1099, incompliance with the applicable provisions of the Internal Revenue Code. • All qualifiers (Agents, UFTs, USVs, USMs, BSMs) invited to the Convention must be active at the time of the Convention to attend. If a qualifier plans to bring a non-spousal guest, the guest may not be another Agent, UFT, USV, USM, BSM, TVP, BOA, or TOA, either current or terminated. • Questions relating to the rules will be resolved at the discretion of Career Sales Management.

On-Schedule Report [Top 25 APC Producers between July 1

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