By Thor Parks, Firm Director, 1847Financial

Our firm leaders gathered in Charleston, South Carolina, to celebrate another record-breaking year in 2023 and align around our goals and business plan for 2024. Our agenda was filled with Powered Up expertise, along with new concepts and solutions tailored to help our financial professionals meet the concerns of those they serve and continue their success.  

Key highlights of our meeting included strong coaching sessions from the Penn Mutual Practice Development Team, led by Jen Viscosi. Steffani Crawley and Tina Spenzos conducted two sessions, helping our leaders evaluate their successes in 2023 and identify opportunities for improvement and growth in 2024.

We received product updates and strategies from our Wholesalers, Mike Siebecker and Shawn McConnell. We learned of new marketing opportunities from Steve Hasson from the Penn Mutual Marketing Team, we received an update on the economy from Bret Hoag of Mariner Wealth Advisors, and we fine-tuned our Leap® planning skills with Al Dickens. Then we topped the training off with a session from Advance Sales Leader, Bill Bell.

Everyone enjoyed some free time on Friday afternoon to explore Charleston before our Awards Celebration Dinner downtown at the legendary High Cotton Restaurant.

>> Maurizio Corticchia - Phoenix Award
The Phoenix Award recognizes Maurizio for his impressive comeback story in 2023

>> Logan Hertz - Disability Income Insurance Leader Award
Awarded by our disability income insurance partner, Ben Feigenbaum, this award recognizes Logan as our top producer in disability income insurance.

>> Landon Broadhead - New Financial Professional of the Year
Recognizing Landon as our top-producing financial professional in his first year in the industry.

>> Benton Penn LUTCF, FSCP - The Walter C. Parks Award
Name after Tomas Parks’ Father, because of his commitment to provide life insurance and financial solutions to everyone, this award recognizes Benton as the top producer of applications submitted and issued.

>> Chris Cruz RICP - HTK GDC Leader
This award recognizes Chris as the highest producer in securities investment products with our internal Broker Dealer, HTK.

>> Benton Penn  LUTCF, FSCP - Annuity Premium Leader
Recognizing Benton as our top annuity producer.

>> David Wash  CPA, NSSA - The Maury Stewart Award
As a long Penn Mutual leader, executive consultant and mentor, Maury Stewart always reminded everyone of the “Miracle of Life Insurance” and the importance of it in a financial professional’s practice. Although Maury is gone, we are blessed to have felt his influence and contribution. This award recognizes David Wash for his strength, production and contributions to our agency.

>> Robin Woodell CFP - Award of Excellence
This award recognizes and expresses gratitude to Robin for her standard of excellence as a leader in the field.  

>> Tyler Cruz - Award of Excellence
This award recognizes and expresses gratitude to Chris for his standard of excellence as a leader in the field.

>> Maurizio Corticchia - Award of Excellence
This award recognizes and expresses gratitude to Maurizio Corticchia for his standard of excellence as a leader in the field.

>> Benton Penn  LUTCF, FSCP - Bronze Advisor of the Year
Recognizing Benton as the Bronze Advisor of the Year for his overall contribution and diversified production.

>> Chris Miller - Silver Advisor of the Year
Recognizing Chris as the Silver Advisor of the Year for his overall contribution and diversified production.

>> David Wash  CPA, NSSA - Gold Advisor of the Year
Recognizing David as the Gold Advisor of the Year for his overall contribution and diversified production

What an amazing event we enjoyed! It’s a key milestone for our field leaders who have spent time refining their annual goals and their business plans for 2024. 

Even Traveling to the Event was Fun

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