1. 2018 Financial Report
By: Jim Buchanan

2. 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

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

4. 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

5. 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

6. $5000 Production Requirement Met
Jeffrey Weiss Life & Health Associates, Inc.
Several members are VERY close to meeting
the production requirement; sell, sell, sell!!!

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

8. 2018 DMG Executive Director’s Report
By: Stephanie Owens

9. 2017-2018 in Review Member Email Campaigns Membership:
Tim Hatzinger, Agent Resources Inc in New York – November 2017
Monthly Webinars
DMG Group
Website Updates

10. 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.

11. 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

12. 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!

13. Executive Director’s Questions?
Stephanie Owens, FLMI
Executive Director
Phone:

14. 2018 DMG Executive Secretary’s Report
By: Linda Wolonick

15. 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

16. Executive Secretary’s Questions?
Linda Wolonick
8930 State Road 84, No. 316
Davie, FL 33324
Phone:
Fax: