2018 Financial Report By: Jim Buchanan.

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Presentation transcript:

2018 Financial Report By: Jim Buchanan

Checking Account and Money Market Account As of 10/15/18: $37,988.26 As of 9/30/17: $34,964.01 Money Market Account: As of 10/15/18: $37,049.75 As of 9/30/17: $37,038.68 Totals Checking/Money Market: As of 10/15/18: $75,038.01 As of 9/30/17: $73,441.42

Insurance Company Revenues 2018 Insurance Carrier Revenue = $134,687.42 2017 Insurance Carrier Revenue = $197,673.03 As of 9/30/18

Top Five Insurance Company Revenues IMS Associates & Insurance Services $71,863.90 Ameritas $35,933.91 Comprehensive Planning-Goodman $14,821.13 Lincoln Financial Distributors $7,050.46 United Home Life $1,909.94 As of 9/30/18

Top Five Member Production James Buchanan with Appletree Financial Network, Inc. Jeffrey Weiss with Life & Health Associates, Inc. Philip Panarella with New England Brokerage Andrew Kalinowski with Upstate Special Risk Services, Inc. R. Neil Sperling with Financial Markets, Inc. Member Production Totals $134,687.42 As of 9/30/18

$5000 Production Requirement Met Jeffrey Weiss Life & Health Associates, Inc. Several members are VERY close to meeting the production requirement; sell, sell, sell!!!

Financial Report Questions? The full financial reports are available upon request. The monthly financial reports are available online at www.DMGUSA.org under Corporate Records

2018 DMG Executive Director’s Report By: Stephanie Owens

2017-2018 in Review Member Email Campaigns Membership: Tim Hatzinger, Agent Resources Inc in New York – November 2017 Monthly Webinars DMG Group Email: dmg@npogroups.org Website Updates

Website Updates: DMGUSA.org TOOLS Corporate Records Lago Mar Convention Webinar Rebroadcasts (MUST BE logged in to see page) CONTACT US pdf file available with member’s contact information Take a moment to review your information and let us know of any changes! This form is in your welcome packet.

Recruiting New Members REFERRALS Please forward any potential members to Stephanie Owens, Executive Director NAILBA ANNUAL CONFERENCE Stephanie Owens, Executive Director, will be attending to represent DMG and reach out to potential members REVIEW NEW MEMBERSHIP KIT Create New Requirement of new members must attend annual meeting before becoming a shareholder AD IN BROKERS WORLD See sample flyers

Moving Forward Continue to build relationships Between members and carriers Create ad with annual meeting… SMILE Recruiting new members Website updates Brand DMG as a group you WANT to do business with!

Executive Director’s Questions? Stephanie Owens, FLMI Executive Director Phone: 954-385-4777  DMGExecutiveDirector@gmail.com

2018 DMG Executive Secretary’s Report By: Linda Wolonick

What’s Going On: Stock Transfers Joe Smollen is now Emeritus All commission are current as of 10/15/18 ACH is working well for bi-monthly commission payments

Executive Secretary’s Questions? Linda Wolonick 8930 State Road 84, No. 316 Davie, FL 33324 Phone: 954-370-0041 Fax: 954-382-1893 linda@expertbizsolution.com