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PRCUA Annuity Deposits Increased
Substantially in 2003
Dear Members:
Thanks to the dedication of
our deputies and supervisors, the PRCUA total account values of the Annuity
Funds have increased from $2,168,204 as of December 31, 2002 to over
$10,800,000 at year’s end.
This is a 358% increase in
2003.
Our agents brought in 325
new annuity contracts that had a value of nearly $4,500,000 in value. This
includes initial deposits with the application and additional deposits
during 2003 or from applications approved during prior years. The balances
of the funds on deposits were processed by home office employees.
Vice President Robert
Bielenda secured 33 new annuity applications. He was the top membership
producer in this program. Michael Ozog, supervisor of District 25, Michigan,
came in second with 22 annuity applications.
Supervisor Edward Muszalski,
District 22, Illinois, was able to have his agent’s secure 36 applications.
Supervisor Michael Ozog’s agents also brought in 36 new annuity
applications.
I appointed in 2003, four
new supervisors. Mark E. Whitsett, District 29, Minnesota. He was able to
produce 7 new annuity contracts. Joining Mark, is Steven A. Stemper of
District 37, Nebraska. His agents secured 10 annuity contracts. Both of
these new supervisors were appointed in September 2003.
William Seranko, Illinois,
District 1 was appointed in late December. I expect him to motivate his
agents to not only secure annuity applications, but also increase the life
insurance premiums from this northwest district of Chicago. Good luck Bill.
In late December, I also
appointed John Jakubowski as supervisor of District 16, Maryland. John
Jakubowski was a former national director. He also was a supervisor of
deputies before he became a national director. Good luck to you as well
John.
The following are the top
producers of annuity premiums that exceed $80,000.00 in total deposits
during 2003:
 |
Fraternal Agent |
Annuities
Issued |
District |
 |
| |
V-P Robert Bielenda,
FICF |
33 |
34 |
|
| |
Res. V-P Anna Sokolowski,
FICF |
12 |
22 |
|
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Michael Ozog , FICF |
22 |
25 |
|
| |
Veronica Smith |
5 |
6 |
|
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Lawrence Tomczak |
16 |
12 |
|
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Mark Whitsett |
7 |
29 |
|
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Richard Turkiewicz |
5 |
40 |
|
| |
Julius Szymczyk, FICF |
3 |
25 |
|
| |
Kirk Harrington |
1 |
37 |
|
| |
Marie Grazdziel |
3 |
99 |
|
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Robert Kowalski |
4 |
99 |
|
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Claudine Wicker |
1 |
99 |
|
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Elaine Burkhardt |
6 |
99 |
|
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Bernice Hyatt |
8 |
22 |
|
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Thaddeus Klamerus |
6 |
6 |
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The following Philadelphia
Office Employees have secured the following annuity applications. Both have
exceeded the $80,000 threshold.
|
|
Fraternal Agent |
Annuities
Issued |
District |
|
| |
Sharon Quinn |
26 |
98 |
|
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Elaine Burkhardt |
10 |
98 |
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In February, I will report
on the life insurance production of our agents.
For more information on PRCUA's
Annuity program, please review our
Annuity section on our web site, contact
your deputy (PRCUA sales representative),
the
Philadelphia office or the
Home office.
Fraternally yours,
Wallace M. Ozog, FICF
National President
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