Tru North - October 10

TRU NORTH

Leaderboard

New FR Leaders

Weekly Sales Reports

NORTHWESTERN MUTUAL

October 10, 2024

Pathfinder

NOD

OUR

MISSION is to create an environment of trust through commitment of service to others in the passionate pursuit of excellence.

OUR

VISION

is to become the premier financial planning firm in Wisconsin and top ranked in Northwestern Mutual by all standards.

OUR

CORE VALUES Trust Integrity Courage Growth Personal Responsibility Commitment to Excellence

OUR

PURPOSE

is to help people live and lead better lives through financial planning excellence.

OUR

CULTURE Relational led with diversity of people & perspective.

Fueled by lifelong learning & personal growth.

Inspired through abundance mindset.

Transformational to best serve clients.

Connected by shared values, faith, and fun.

FLEISNER AGENCY - OFFICE MAP -

Corey R Fleisner CLU, ChFC Managing Partner Network Office Appleton appleton.nm.com

Tomislav Dugandzic RICP District Director

Michael W Wulff CFP Managing Director

Travis S Kempf Managing Director

Dan Zak Managing Director

District Office Appleton appleton.nm.com

District Office Germantown germantown.nm.com

District Office Wausau wausau.nm.com

District Office DePere greenbay.nm.com

LEADERBOARD

SUBMITTED - WEEKLY LEADERS PAID FOR - WEEKLY LEADERS

10 10 24

October 10, 2024

LEADERBOARD

SUBMITTED - WEEKLY LEADERS

1 to 4 YRS - 2021-2024

5 to 9 YRS - 2016 - 2020

Veterans - 2015+

LIVES

1

2

Jim Woelfel 3.6 Lives

3

Kyle Vander Loop 3.0 Lives

2

Tom Dugandzic 2.0 Lives

3

Andrew Gates 1.5 Lives

Renee Wisniowicz 6.0 Lives

2

Michael Greenfield 6.0 Lives

+ Team Tyler Johnson Planning Department

3

Amanda Dubis 4.0 Lives

Tim Neumann 4.0 Lives + Team Kelly Durand

1

Connor Konshak 3.0 Lives + Team Emelia Lichty Planning Department

1

October 10, 2024

1 to 4 YRS - 2021-2024

5 to 9 YRS - 2016 - 2020

Veterans - 2015+

PREMIUM

1

Mike Wulff $30,359 + Team Samantha Pipia Planning Department

1

2

Bob Heiderman $13,235

3

Joe Sectzer $5,500

2 3

1

Renee Wisniowicz $5,909

2

Michael Greenfield $5,660

+ Team Tyler Johnson Planning Department

3

Amanda Dubis $4,324

October 10, 2024

LEADERBOARD

PAID FOR - WEEKLY LEADERS

1 to 4 YRS - 2021-2024

5 to 9 YRS - 2016 - 2020

Veterans - 2015+

LIVES

1

2

Bob Kuntze 2.8 Lives

3

Tim Neumann 2.0 Lives

2

David Colby 2.45 Lives

3

Tom Dugandzic 2.0 Lives

Michael Greenfield 5.0 Lives

2

Amanda Dubis 3.0 Lives

+ Team Brittany Blessinger Planning Department

3

Ian Schaefer 3.0 Lives

Kyle Vander Loop 3.0 Lives + Team Melissa Hettinga

1

Connor Konshak 3.0 Lives + Team Emelia Lichty Planning Department

1

October 10, 2024

1 to 4 YRS - 2021-2024

5 to 9 YRS - 2016 - 2020

Veterans - 2015+

NEW CLIENTS

1

Kyle Vander Loop 2.0 New Clients + Team Melissa Hettinga

1

1

2

Alex Lavold 2.0 New Clients

3

Ryan Richter 2.0 New Clients

2

+ Team Mark Manz Marlene Richter Planning Department

3

Michael Greenfield 4.0 New Clients

2

Kole Purtell 2.5 New Clients

+ Team Brittany Blessinger Planning Department

3

Kyle Boucher 2.0 New Clients

October 10, 2024

LEADERBOARD

PAID FOR - WEEKLY LEADERS

1 to 4 YRS - 2021-2024

5 to 9 YRS - 2016 - 2020

Veterans - 2015+

PREMIUM

1

2

Robert Heiderman $12,529

3

Rick Bartelt $6,157

Ryan Richter $5,032

2

Tom Dugandzic $2,545

+ Team Mark Manz Marlene Richter Planning Department

3

Michael Greenfield $3,922

2

Renee Wisniowicz $3,142

+ Team Brittany Blessinger Planning Department

3

Amanda Dubis $2,928

Mike Wulff $26,232 + Team Samantha Pipia Dawn Englebert

1

1

NEW FIN

REPRESE

LEAD

NANCIAL

ENTATIVE

DERS ALL PRODUCTS - SUBMITTED BUSINESS

October 10, 2024

NEW FR LEADERS ALL PRODUCTS

- SUBMITTED BUSINESS -

New Financial Representative Leaders Submitted Business Monday, October 7, 2024

Weekly

Monthly October, 2024 - Month to Date

$50,000 Weekly Premium Needed to Hit Goals

Financial Representative Renee Wisniowicz Michael Greenfield Amanda Dubis Jared Petska Evan Tornow Jared Russom Kyle Boucher Kole Purtell David Colby Adam Ashley Ryan Richter Zachary Trecartin

Lives 6.00 6.00 4.00 3.00 2.00 1.00 2.00 2.50 1.45 2.00 0.50 1.50

$200,000 Monthly Premium Needed to Hit Goals

Premium $5,909 $5,660 $4,324 $3,027 $2,709 $2,579 $2,487 $1,391 $1,316 $1,269 $1,093 $1,066

Financial Representative Josh Koon Ryan Richter Renee Wisniowicz Kyle Boucher Michael Greenfield Kole Purtell David Colby Amanda Dubis Jared Petska Hayden Boson Evan Tornow Jared Russom

Lives 2.00 5.00 6.50 6.00 6.00 3.00 5.45 4.00 5.80 2.00 2.00 1.00

Premium $19,980 $10,703 $6,561 $6,382 $5,660 $4,892 $4,690 $4,324 $4,166 $2,903 $2,709 $2,579

To appear on this report, you need a minimum premium of $1,000 weekly or $2,500 monthly.

Appleton Week Total Greater Central Wisconsin Week Total Greater Green Bay Week Total Germantown Week Total Total Weekly Premium

19.00 5.05 0.80 15.20

$18,191 $4,492 $711 $14,288 $37,682

Appleton Month Total Greater Central Wisconsin Month Total Greater Green Bay Month Total Germantown Month Total Total Monthly Premium

40.80 11.00 4.80 21.00

$60,057 $8,459 $4,285 $16,538 $89,339

October 10, 2024

SUBMITTED S u bmWEEKLY itted Week ly PPREMIUM r emium G o al = $ 50,000 GOAL = $50,000

Greater Green Bay

S u bmitt$711 ed Week ly P r emium

Germantown

G o al = $ 50,000 $14,288

Appleton

$18,191

$711

Appleton Central

75%

Germantown $4,492

$14,288

$18,191

Greater Green Bay

ACHIEVED Appleton

Central

Central

Germantown

$4,492

Greater Green Bay

S u bmitted Mon thly P remium G o al = $ 200,000 $4,285 SUBMITTED MONTHLY PREMIUM $16,538

S u bmitted Mon thly P reGOAL mium= $200,000

$8,459

Greater Green Bay

Germantown

Central

$16,538

$4,285

G o al = $ 200,000

Appleton Central

$60,057

Appleton

Germantown Greater Green Bay

Appleton

$8,459

Central $60,057

Germantown

45%

Greater Green Bay ACHIEVED

WEEKLY

REPO

Y SALES

ORT SUBMITTED - ALL PRODUCTS PAID FOR - ALL PRODUCTS

October 10, 2024

WEEKLY SALES REPORT SUBMITTED

- ALL PRODUCTS -

Weekly Sales Reports - All Products For the Week of October 1 to October 7, 2024

Submitted Business For the Week of October 1, 2024 - October 7, 2024

A dv is o r Wulff, Michael JR Heiderman, Robert E Wisniowicz, Renee Greenfield, Michael Sectzer, Joseph C De Namur, Steve W Dubis, Amanda Marie Vander Loop, Kyle Daniel Petska, Jared Tornow, Evan Michael Russom, Jared Woelfel, James C Kroiss, Daniel Glenn Boucher, Kyle Zak, Daniel Robert Klotzbuecher, Kyle Lee Donath, Adam Lavold, Alexander L Dugandzic, Tomislav Neumann, Tim R Krupp, William Scholl, Randy B. Purtell, Kole Colby, David Ashley, Adam Follen, Matthew G Richter, Ryan Phillip Richter, August P Petersen, Melissa K Krejcarek, William J Trecartin, Zachary Ridgway, Chris Kuntze, Robert Joseph Jakusz, Cale Joseph Luedtke, Jay R

Week to Date Lives 1.50 1.00 6.00 6.00 0.50 2.00 4.00 3.00 3.00 2.00 1.00 3.60 1.00 2.00 0.00 1.90 1.00 1.00 2.00 4.00 1.50 1.00 2.50 1.45 2.00 2.00 0.50 0.50 2.00 1.50 1.50 0.45 2.00 0.80 2.60

Premium 30,359 13,235 5,909 5,660 5,500 4,365 4,324 4,143 3,027 2,709 2,579 2,566 2,523 2,487 2,356 2,206 1,738 1,738 1,710 1,500 1,421 1,393 1,391 1,316 1,269 1,190 1,093 1,093 1,076 1,074 1,066 1,004 960 927 910

Klotzbuecher, Kyle Lee 1.90 Donath, Adam 1.00 Lavold, Alexander L 1.00 Dugandzic, Tomislav 2.00 Neumann, Tim R 4.00 Krupp, William 1.50 Scholl, Randy B. 1.00 Purtell, Kole 2.50 Colby, David 1.45 Ashley, Adam 2.00 Follen, Matthew G 2.00 Richter, Ryan Phillip 0.50 Richter, August P 0.503, 2023 For the Week of March 28 to April Petersen, Melissa K Submitted Business 2.00 Krejcarek, William J 1.50 Trecartin, Zachary 1.50 We e k to D ate A d v i s o r Ridgway, Chris L0.45 ive s Kuntze, Robert Joseph 2.00 Mesa, David 0.000 Jakusz, Cale Joseph 0.80 Wiese, Austin 5.900 Luedtke, R Michael 2.60 Kuether, Jay Scott 2.200 Roth, Walter John 1.000 Jesse, Andrew 1.60 Underwood, Jacob A 3.000 Geiger, Grant Thomas 1.00 Menden,Anton Jake Joseph 2.800 Zanella, 1.00 Konshak, Connor James 4.500 Schoenherr, Jeremy 1.00 Richter, Ryan Phillip 4.800 Knapp, David L II 1.00 Boucher, Kyle 8.500 Schaefer, Ian 2.00 McFarlane, Shirley A 6.000 Niedermeier, Ken 0.80 Bickel, William 1.000 Jenson, Max J 0.50 Dugandzic, Tomislav 4.600 Kempf, Travis Scott 0.50 Luedtke, Jay R 1.000 Gady, Ryan 0.70 Knapp, David L II 3.000 Gates, Andrew Joseph 1.50 Schoenherr, Jeremy 4.000 DeLeske, Curt J 1.00 Kozak, Nathan 3.250 Konshak, Connor James 3.00 Corriveau, Renee 3.000 Schmahl, Jacob 1.00 Petersen, Melissa K 2.000 Kmosena, Bradley Andrew 0.80 Boson, Hayden 2.000

2,206 1,738 1,738 October 1,710 10, 2024 1,500 1,421 1,393 1,391 1,316 1,269 1,190 1,093 1,093 1,076 1,074 1,066 1,004 Pr e m i um 960 24,017 927 18,641 910 12,030 11,295 885 9,724 842 7,707 828 7,549 816 7,459 795 7,442 753 7,010 711 6,271 694 5,660 694 5,052 682 4,747 666 4,330 634 3,746 627 3,508 590 3,334 566 3,280

W e e kl y Sa l e s R e po r t s - A l l P r o d uc t s

Ashley, Adam Parent, Rikki Lynn Hahn, Jeff Follen, Matthew G Berg, Michael P Wulff, Michael JR Jacobs, Bryant Norman Gates, Andrew Joseph Petska, Jared De Groot, Jack Simon Kuntze, Robert Joseph Cartwright, Griffen Woelfel, James C Neumann, Tim R Purtell, Kole Templin, Brett F Russom, Jared Schmahl, Jacob

3.000 0.500 2.000 1.450 2.000 3.000 0.450 1.000 1.500 1.000 1.000 1.000 2.000 1.000 4.000 1.000 3.000 3.000

3,272 3,186 3,122 3,066 3,025 2,788 2,700 2,693 2,430 2,239 2,149 2,117 1,976 1,585 1,512 1,506 1,487 1,420

October 10, 2024

WEEKLY SALES REPORT PAID FOR

- ALL PRODUCTS -

Weekly Sales Reports - All Products For the Week of October 1 to October 7, 2024

Paid for Business For the Week of October 1, 2024 - October 7, 2024

Advisor Wulff, Michael JR Neumann, Tim R Freis, Allen K Koon, Josh Heiderman, Robert E Vander Loop, Kyle Daniel Richter, Ryan Phillip Ridgway, Chris De Namur, Steve W Kroiss, Daniel Glenn Follen, Matthew G Kuntze, Robert Joseph Purtell, Kole Lavold, Alexander L Wiese, Austin Luccas, Aaron D Bartelt, Rick Robert Luedtke, Jay R Colby, David Dugandzic, Tomislav Schellinger, Brian D Greenfield, Michael Freeman, Grant Boucher, Kyle Petska, Jared Wisniowicz, Renee Dubis, Amanda Marie Scholl, Randy B. Woelfel, James C Gingras, Richard A Zak, Daniel Robert Jesse, Andrew Petersen, Melissa K Mesa, David Gingras-Lancour, LeAnn M

New Clients 1.00 2.00 1.00 0.00 0.00 3.00 3.00 0.00 0.00 3.00 1.00 0.80 3.50 2.00 0.80 0.00 0.00 0.00 1.00 0.50 0.00 4.00 1.00 2.00 0.50 1.50 1.50 1.00 -0.20 0.00 1.00 0.50 0.00 0.00 0.00

Month to Date L i ve s 1.00 5.00 1.00 0.00 1.00 6.00 6.00 1.45 2.00 4.00 2.00 3.80 4.00 4.00 1.80 0.80 0.00 -1.00 5.45 3.00 0.00 5.00 2.50 3.00 4.30 1.50 3.00 1.00 0.80 0.50 1.00 4.70 3.00 2.00 0.50

Premium 27,119 18,061 17,549 14,031 12,799 11,329 11,109 11,004 10,973 8,773 7,342 6,836 6,624 6,534 6,253 6,167 5,977 5,714 5,265 4,579 4,170 3,922 3,916 3,819 3,681 3,147 2,928 2,724 2,706 2,583 2,532 2,520 2,297 2,226 2,145

Freeman, Grant 1.00 2.50 Boucher, Kyle 2.00 3.00 Petska, Jared 0.50 4.30 Wisniowicz, Renee 1.50 1.50 Dubis, Amanda Marie 1.50 3.00 Scholl, Randy B. 1.00 1.00 For the Week of January 16 to January 22, 2024 Woelfel, James C -0.20 0.80 Paid for Business Gingras, Richard A 0.00 0.50 Zak, Daniel Robert 1.00 1.00 te Advisor Jesse, Andrew 0.50 Month to Da4.70 New Client0.00 s Lives 3.00 Petersen, Melissa K Woerfel, John Stuart 2.500 6.250 Mesa, David 0.00 2.00 DeLeske, Curt J 1.000 5.000 Gingras-Lancour, LeAnn M 0.00 0.50 De Namur, Steve W 2.000 4.000 DeLeske, Curt J 0.00 1.00 Boucher, Kyle Kyle Lee 9.450 19.450 Klotzbuecher, 0.00 2.00 Wulff, Michael JR -1.000 1.000 Donath, Adam 0.00 1.00 Bickel, William J 5.800 18.300 Richter, August P 0.00 1.00 Neumann, Tim R 5.000 11.000 Underwood, Jacob A 0.00 0.00 Dugandzic, Tomislav 3.450 11.450 Parent, Rikki Lynn 0.00 1.00 Luedtke, Jay R 3.400 5.200 Ashley, Adam 1.50 4.00 Lambert, Richard W 2.000 4.000 Nolan, Michael T 0.00 1.00 Kuntze, Robert Joseph 2.000 5.000 Schaefer, Ian 2.00 4.00 McFarlane, Shirley A 3.000 3.000 Rejman, Dan E 0.00 1.00 Follen, Matthew G 3.400 5.400 Bonikowske, Paul A 2.00 2.00 Jesse, Andrew 1.700 6.200 Woerfel, John Stuart 0.00 1.00 Klotzbuecher, 3.000 7.500 Krupp, WilliamKyle Lee 1.00 1.50 Lavold, Alexander L -1.000 4.000 Kempf, Travis Scott 0.50 -0.50 Wiese, Austin 0.900 7.700 Zanella, Anton Joseph 1.25 1.25 Vander Loop, Kyle Daniel 3.500 5.000 Brown, Austin 2.00 3.00 Ridgway, Chris -1.650 2.350 Russom, Jared 1.00 1.00 Gates, Andrew Joseph 1.500 1.500 Trecartin, Zachary 1.50 1.50 Schellinger, Brian D 0.000 1.000 Pederson, Gregory R 0.00 0.50 Petska, Jared 3.000 2.000 Kozak, Nathan 0.50 1.95 Kempf, Travis Scott 1.000 2.200 Tornow, Evan Michael 1.00 1.00 Underwood, Jacob A 1.000 5.800 Morgan, Preston 1.00 2.00 Luccas, Aaron D 1.000 5.000 Blevons, Debra 0.00 0.00 Roth, Walter John 1.300 4.400 Gates, Andrew Joseph 1.50 2.50 Tornow, Evan Michael 2.500 2.500 Schmalz, Joshua Anthony 0.00 0.45 Reimer, Jenna -2.000 4.000 Roth, Walter John 0.00 0.00 Boson, Hayden 3.000 6.000 Niedermeier, Ken 0.50 1.30 Schaefer, Ian 1.500 2.000 Smith, Debra A 0.00 0.00 Freis, Allen K 1.500 4.000 Knapp, David L II 0.00 1.00 Kroiss, Daniel Glenn 0.450 2.450 Blink, Brian D 1.00 1.00 Jakusz, Cale Joseph 2.700 5.700 Konshak, Connor James 1.00 3.00 Pederson, Gregory R 1.000 3.000 Johnson, Cullen James 0.00 1.45 Colby, David 1.500 3.750 Jenson, Max 0.00 0.00 Schacherl, Cole 2.000 3.000 Geiger, Grant Thomas 0.00 0.50 Knapp, David L II 0.000 3.000 Stille, Richard 0.50 0.50 Bonikowske, 2.000 3.000 Hlava, HunterPaul A 1.00 2.00

3,916 3,819 3,681 October 3,147 10, 2024 2,928 2,724 2,706 2,583 2,532 2,520 Prem ium 2,297 60,563 2,226 48,897 2,145 34,219 2,072 30,350 2,063 27,188 1,954 22,848 1,897 22,588 1,807 21,374 1,800 20,881 1,635 18,532 1,579 18,458 1,569 17,632 1,511 16,690 1,448 15,619 1,439 12,800 1,421 12,113 1,392 10,243 1,191 9,868 1,154 9,256 1,135 8,841 1,066 8,300 1,036 8,139 985 7,848 971 7,093 966 6,716 902 6,579 898 5,974 857 5,460 842 5,429 818 5,226 805 5,133 803 5,109 767 4,662 750 4,578 731 4,326 710 4,206 704 4,195 659 4,148 576

Weekly Sales Reports - All Products

Anklam, Kyle

1.00

1.00

509

October 10, 2024

PATHFINDER

REGIONAL YEAR Pathfi-nOCTOBER der Award 8, 2024 Regional Year - October 8, 2024 Eligibility Name

Neumann, Tim R Woerfel, John Stuart Lambert, Richard W Boucher, Kyle De Namur, Steve W DeLeske, Curt J Dugandzic, Tomislav Freis, Allen K Gingras-Lancour, LeAnn M Jesse, Andrew Klotzbuecher, Kyle Lee Knapp, David L II Lavold, Alexander L Luedtke, Jay R Richter, Ryan Phillip Ridgway, Chris Roth, Walter John Schmalz, Joshua Anthony Wulff, Michael JR

On Track

3-Star 3-Star 2-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star 1-Star

Persistency

Met Met Met Met Met Met Met Met Met Met Met Met Met Met Met Met Met Met Met

N et L i v es

162.80 58.25 15.70 221.80 40.40 35.25 109.70 24.00 41.20 83.14 93.00 30.80 65.30 66.00 56.35 49.65 31.10 23.80 29.50

P ai d f o r B u s i n e s s D el i v er ed Plans

14.5 137.5 30.0 194.5 0.0 157.0 145.0 101.0 74.0 74.5 100.0 11.0 50.5 62.0 47.5 78.5 58.0 81.5 57.00

Ins Prem Credit

G r i d P l ac e m e n t Credit

$427,568 $322,102 $250,400 $211,120 $299,588 $152,325 $151,355 $110,813 $110,164 $111,023 $142,964 $137,143 $121,520 $126,287 $169,976 $108,455 $113,493 $104,606 $134,539

$405,306 $490,967 $162,458 $57,764 $50,248 $1,060,827 $394,129 $924,140 $293,424 $130,647 $625,016 $109,560 $234,089 $156,774 $174,325 $111,503 $448,287 $102,460 $236,273

NETWORK OFFICE DAY

FLEISNER NETWORK OFFICE

Friday, December 6, 2024 Culver Family Welcome Center (UW-Oshkosh Campus)

9:00

Welcome

9:15

The Local Advisor Experience

9:45

Post Election thoughts and planning for 2025

10:30

BREAK

10:45

Network Office Celebrations

11:00

A View from the Top: NM’s unrivaled financial strength and the Power of the General Account

Corey Fleisner, CLU ChFC, Managing Partner

Panel of Agency Leaders to share

Dave Hreha

Corey Fleisner, Amber Stanek and John Dinse

Todd M. Jones CPA, Executive Vice President & Chief Financial Officer Rosanne Kropp CFA, Vice President and Head of Public Investments

12:00

Lunch

1:00

Network Office Partnership Updates

1:30

Title TBD

2:30

Holiday Mixer

Kelly Imig, Ryan Moore, Jenna Koneman, John Dinse & Shawn Mees (6 minutes each)

Tony Santillo