Upload
others
View
5
Download
0
Embed Size (px)
Citation preview
Linda C. Levyne, CLU, ChFC Vice President
National Accounts John Hancock Insurance
Bus: 815.790.5934 E‐mail: [email protected]
John Hancock Insurance 197 Clarendon Street Boston, MA 02116 www.johnhancock.com
We operate as John Hancock in the U.S. and as Manulife in other parts of the world.
October 4, 2017
To: Rob Carney, President, Crump Life Insurance Services
Dear Mr. Carney,
As we discussed, a review of emerging experience has led us to conclude that we cannot currently
illustrate certain Performance UL policies consistent with state requirements, and as a result we’ve
had to temporarily discontinue illustrating those policies while that work continues. We expect to
complete our review and resume illustrations by the end of the year.
We understand the challenge this can create, both for policy owners seeking an illustration as well as
their advisors. To help manage this issue, we are providing a list of the affected policies written by
your firm, along with the associated servicing agent. Please note that a policy’s presence on this list is
indicative only of the inability to currently offer an illustration, and should not be read to indicate
that the policy will be subject to any further policy action.
Please let us know if this information is helpful and whether you’d like any support from us to share
this information with affected advisors.
Thanks for your patience and understanding with this matter.
Sincerely,
Linda Levyne
1 of 9
Servicing Agent Policy Count Death Benefit ($M)
1 DAVID MICKELSON INSURANCE 6 20.6
2 COURY, WALTER 2 20.5
3 MESIROW INSURANCE SERVICE 4 20.0
4 LONGO, RICHARD 1 20.0
5 SAKATA,SCOTT 2 20.0
6 GERALD W. LAKE, CPA 1 20.0
7 HILL, RITA 1 20.0
8 HOUCHINS JR, EUGENE 6 17.0
9 MEREDITH, WILLIAM M. 4 15.0
10 WATTS, TODD 4 13.0
Servicing Agent Policy Count Death Benefit ($M)
1 THE THORNE CORPORATION 8 11.6
2 SCHLEGEL, MICHAEL G. 6 2.7
3 DAVID MICKELSON INSURANCE 6 20.6
4 HOUCHINS JR, EUGENE 6 17.0
5 MESIROW INSURANCE SERVICE 4 20.0
6 MEREDITH, WILLIAM M. 4 15.0
7 WATTS, TODD 4 13.0
8 BAUERS, JOSEPH S. 3 0.8
9 BARDES, DAVID A. 3 4.0
10 PROWELL,MARK E 3 4.9
Top 10 Agents by Face Amount
Top 10 Agents by Policy Count
Policy & Agent Summary - CrumpTotal # Policies Total # Servicing Agents
201 133
2 of 9
Servicing Agent Policy Number Insured Issue Date Death Benefit
GILLER,MICHAEL
1204464 CHARLES M SMALLS 4/17/2006 1,000,000
ABRAMOV,AMIR
1202556 ABRAHAM KASSIRER 10/1/2005 5,000,000
ADKINS, WILLIAM E
94938537 RICHARD L VON GEMMINGEN 6/2/2010 250,000
94938545 SHARON S VON GEMMINGEN 5/6/2010 250,000
ANDERSON,JEFFREY
93652675 MAVIS LILLIAN SPIVEY 9/1/2007 100,000
ANSARI,FEROZ
93386811 JAN ROSENFELD 4/3/2007 300,000
ARJOMAND, MAHMOUD
1202495 SIAVOSH ARJOMAND 11/25/2005 3,000,000
BARDES, DAVID A.
93560001 DAVID J STRUPP 8/27/2007 2,000,000
94626629 CYNTHIA W BARDES 4/20/2009 1,000,000
94763612 CYNTHIA W BARDES 10/26/2009 1,000,000
BARNDOLLAR, HUGH
93205946 HOANG NGUYEN 11/28/2006 500,000
BARRY, KATHLEEN E
94466224 CHRISTOPHER L WERNER 5/17/2009 100,000
94466232 KATHLEEN M. WERNER 6/1/2009 100,000
94495066 ERIC L HOOVER 4/14/2009 500,000
BAUERS, JOSEPH S.
94581535 KATHLEEN M FOLKS 2/17/2010 250,000
94581543 KEITH FOLKS 2/17/2010 250,000
94779659 PAMELA MEYER 3/28/2010 300,000
BELONIS, VICTOR J
94856176 ALICE EMIKO IMANO 3/18/2010 478,700
BENEPLAN SERVICES, INC.
1200238 MUHAMMAD S FETEIHA 4/14/2005 175,000
BLAUCH, RYAN T
93571933 JAMES A WALKER, SR 11/27/2007 2,750,000
93792935 JAMES A WALKER 12/1/2007 250,000
BLAUCH,RYAN
1201522 ROBERT W MC DONALD 2/2/2005 5,000,000
BORNE, EUGENE B
1200360 AMANDA & MITCHELL 6/17/2005 3,500,000
1200380 ISAAC & MITCHELL 6/17/2005 2,122,790
BOWEN,THOMAS
94515038 RICHARD R SULLIVAN 6/16/2009 300,000
BRAASCH,WILLIAM
1204289 PATRICK J HENEGHAN 9/27/2006 1,000,000
1204935 MICHAEL DALEY 11/26/2006 250,000
1212897 RITA HENEGHAN 9/21/2006 500,000
BRANDOLLAR,HUGH
1204097 JAMES E GARDNER 4/10/2006 3,000,000
CAB FINANCIAL,LLC
1202520 EDWARD L FLOM 9/21/2005 10,000,000
CAMPBELL, GARY H.
1200741 MARGARET C JONES 4/1/2004 2,000,000
CHRISTIE, WILLIAM J.
94457611 WILLIAM J CHRISTIE 4/24/2009 500,000
CLARK, LYNN M
3 of 9
Servicing Agent Policy Number Insured Issue Date Death Benefit
94358827 TIA T BRAXTON 12/14/2008 103,132
CLARK,GENE B.
94384237 KEITH M CAMPBELL 9/19/2008 6,974,912
COURY, WALTER
1200226 GEORGE B DUKE 4/22/2005 15,500,000
1201426 VIRGINIA L KATHARY 12/3/2004 5,000,000
CROOKS,DAVID
95296299 NORLIN J EVANS 3/3/2010 140,000
CURRY JR,DAVID
1200395 DAVID R MILLS 6/14/2005 250,000
DAVID MICKELSON INSURANCE
93260263 ELDON E ELLER 4/10/2007 2,000,000
93350197 LEONARD KLEINROCK 2/7/2007 5,000,000
93350205 LEONARD KLEINROCK 2/9/2007 2,000,000
93350213 LEONARD KLEINROCK 2/7/2007 3,000,000
93375145 ELDON ELLER 2/27/2007 600,000
93443638 HIRAM W KWAN 4/26/2007 8,000,000
DIETRICH, FRANK
94553252 LELO A WADE 7/17/2009 253,121
94553260 ANTHONY J WADE 7/17/2009 309,357
DOLVEN,SCOTT
93354397 BRUNA R ODELLO 5/25/2007 1,500,000
DOMINO JR,ANTHONY
93519932 PAULA LUSTBADER 8/2/2007 1,000,000
DUENAS,DAVID
1202411 ANDREW S FRASER 4/15/2005 2,500,000
DUITSMAN,STEVEN
94097631 RICHARD L THOMPSON 5/6/2009 3,000,000
EDWARDS,HARPER
1200281 MICHAEL S BARRON 4/22/2005 158,000
EISNER, FREDERICK A.
1200421 ROBERT W DRAGIN 8/10/2005 1,000,000
1200424 ROBERT W DRAGIN 8/10/2005 1,000,000
1203656 ROBERT W DRAGIN 4/18/2006 500,000
ELIAS, BARUCH
93857647 RACHEL EIDLISZ 4/14/2008 8,000,000
EWING, JAMES
93372712 CLAUD B WALKER 1/10/2007 4,000,000
93372720 CLAUD B WALKER 12/24/2006 6,000,000
EWING, JAMES B.
1201878 CLAUD B WALKER 6/10/2005 2,000,000
FLETCHER, ANNE
94382165 ROMEO D'AGOSTINO 1/13/2009 1,200,000
GARDOPEE, KENNETH
94526829 JOAN O SENSENIG 5/7/2009 100,000
94526837 PATRICK H SENSENIG 7/9/2009 100,000
GERALD W. LAKE, CPA
93694115 DOUGLAS A HOLMBERG 5/1/2008 20,000,000
GIVEN,RICHARD
1204919 JOHNNY D CHRISTENSEN 7/28/2006 400,000
GORDON,JEFFREY
94335957 WENDY S ARCANO 12/1/2008 249,635
GRAY,WILLIAM
93666758 ERICA K GRAY 9/28/2007 100,647
4 of 9
Servicing Agent Policy Number Insured Issue Date Death Benefit
GREGORY, ROBERT
95264925 GEORGE RICHARD WALTON 5/10/2010 200,000
GRIFFITHS,ADAM
1200174 ANTHONY J MASCIOPINTO 3/11/2005 150,000
1200185 STEVE T STEVENS 4/22/2005 150,000
1203257 JUDITH A GOUWENS 1/9/2006 150,000
GROSSMAN,BENJAMIN ISSAC
93855252 BURTON B JACKNOW 6/23/2008 2,000,000
GUNTER, CONNIE K.
94518172 JAY TODD WIGGINS 7/7/2009 250,000
HARRELSON, JOHN H
94157161 CECIL E DEAL 10/10/2008 200,000
HARRIS, TODD
93972024 JOHNETTA W LALLINGER 3/14/2008 7,000,000
HAWKINS, CLAIR L
94543840 LYNN T HAWKINS 4/20/2009 500,000
94848884 LYNN T. HAWKINS 1/17/2010 500,000
HAYIAS,NEAL
94921491 ATHANASIOS P MATTHEWS 3/22/2010 400,000
HIBBARD,PETER
94974508 BENJAMIN P ROBERTSON, III 5/6/2010 1,200,000
HIGGINS,TAMARA
1203932 DANIEL ZYKORIE 7/7/2006 100,000
1203933 STEPHANIE ZYKORIE 7/5/2006 100,000
HILL, RITA
93215556 SAM Z MOORE 2/9/2007 19,999,000
HILTON, DEBRA D
93750479 KENT L LUGRAND 12/27/2007 2,811,162
HOGE, GARRETT S.
1200209 GERALD J MC CAMMON 3/13/2005 50,000
HOLEVINSKI, MARY
93914364 MILDRED CONDON 4/25/2008 287,792
HOUCHINS JR, EUGENE
93678837 GEORGE F ALEXOPOULOS 10/3/2007 4,000,000
93770774 STEPHEN R PAWLIK 3/3/2008 1,000,000
93840718 CHARLES G RASO 6/9/2008 4,000,000
94005428 EDWARD C HALL 9/23/2008 2,500,000
94295375 DANIEL F FLEMING 10/6/2008 2,500,000
94400918 GEORGE F ALEXOPOULOS 3/6/2009 3,000,000
JACOBY, ERIC A
93608420 LAWRENCE MORTON BIRNBAUM 6/28/2007 1,500,000
93609907 LAWRENCE M BIRNBAUM 6/28/2007 1,500,000
JENNINGS,MICHAEL
94665759 ROBERT M ATKINS 12/8/2009 153,886
KATCHEN, MITCHELL L.
1202408 HENRY KATCHEN 8/10/2005 382,018
KINDER09,THOMAS
1204111 CHARLES D HENDERSON 3/1/2006 1,000,000
KIRSHNER,JEFFREY
93847648 THOMAS E GERBER 3/28/2008 150,000
KLARFELD,MICHAEL
93847614 JACKIE LYNN GERBER 3/27/2008 150,000
LASKEY, JOHN
93537199 MARY M STUART 6/13/2007 1,000,000
5 of 9
Servicing Agent Policy Number Insured Issue Date Death Benefit
LAWRENCE,JASON
1203510 CARLA SANTARPIO 3/15/2006 1,500,000
LEVY, JARED
94980943 ALAN LEVI 3/26/2010 2,000,000
LIM,DAVID
93666048 MOO KYONG LIM 8/22/2007 322,578
LONGO, JAMES
94279551 ANTHONY C GUIDO 12/21/2008 3,000,000
LONGO, RICHARD
93073872 SIMON V HABERMAN 4/1/2007 20,000,000
MADDEN, MICHAEL
93568996 SALVADORE GIUMARRA 7/16/2007 5,200,000
MC PHERSON, DOUGLAS
1202553 RODNEY JENKINS 10/28/2005 1,000,000
MCELROY, PHILIP
94150778 RAYMOND G AMES 9/8/2008 5,000,000
MEHL, LEON
93961563 ANNA DIXSON 7/12/2008 1,000,000
MEREDITH, WILLIAM M.
1202532 MARY N HARRIS 7/18/2005 5,000,000
1203005 NINA FAYE MEYER 12/12/2005 5,000,000
1203695 WILLIAM D TAFEL 11/18/2005 3,000,000
1204893 CHARLES B MILLER 7/1/2006 2,000,000
MEREDITH, WILLIAM M. JR.
93363331 FRANCES JERMAN BROWN 3/28/2007 4,000,000
93509255 WILLIAM DOHERTY TAFEL 9/28/2007 3,000,000
93652493 MARGARET CARTER-GODFREY 1/1/2008 3,500,000
MERKIN,ANDREW
1203464 SANFORD J MERKIN 2/1/2006 2,000,000
MERTZLUFFT, JAMES W.
94148962 WILLIAM L ZOCCOLA 7/10/2008 600,000
MESIROW INSURANCE SERVICE
93665271 LYLE BERMAN 2/5/2008 5,000,000
93958759 LYLE BERMAN 2/5/2008 5,000,000
93958767 LYLE BERMAN 2/5/2008 5,000,000
93958775 LYLE BERMAN 2/5/2008 5,000,000
MEYER, EDWARD K
93787513 DONALD GOLDSTEIN 5/5/2008 250,000
93876506 LAWRENCE KIMMELMAN 6/3/2008 600,000
MEYERS,MAXIM
94663374 JOSHUA FRANKEL 10/8/2009 1,000,000
MICKELSON CHFC, DAVID
93699387 ELIAS PEREZ 5/7/2008 5,000,000
MILLER,RICHARD
94447224 BRANDON JAMES BAILEY 8/11/2009 120,000
MORESHEAD, ANNE C
1200147 KIMBERLY D MANOUK 2/9/2005 100,000
MURPHY,THOMAS
1200126 EDWARD JOHNSON 3/1/2005 100,000
NEASE,ROBERT
93268845 TIMOTHY J SANDERS 11/1/2006 1,500,000
NESTLE,SCOTT
1200288 DIRK ZIFF 5/10/2005 5,000,000
NIEMEYER, JAMES T
6 of 9
Servicing Agent Policy Number Insured Issue Date Death Benefit
94686946 PATRICK E POTTICHEN 10/20/2009 325,929
O'BRIEN, KIRK
94815164 MARK ESTES 3/9/2010 750,000
94815172 MICHELLE ESTES 3/18/2010 500,000
PARLONTIERI, CHRISTOPHER
93891224 BERNARD MARCUS 11/11/2007 3,000,000
PARRY, JAMES
93442531 WILLIAM LYNN THRASHER 4/17/2007 455,000
PAULSON,VERNON
94430030 RANDY A. KLIMENT 6/26/2009 400,000
PROWELL,MARK E
94683638 CARLOS ORTIZ 11/27/2009 1,500,000
94684289 EVELIO FERNANDEZ 11/4/2009 1,400,000
94768132 CARLOS UNANUE 3/18/2010 2,000,000
RAHMEY, JACK
93609782 JOEL COHEN 9/28/2007 5,000,000
93769016 JOEL COHEN 12/1/2007 5,000,000
RAKHEJA, VAISHALI P
93773091 PRIMROSE U MARCOS 12/12/2007 100,000
RASMUSSEN, STEVEN A.
93080448 GORDON MILAR 9/12/2006 1,500,000
REICH,JACK T
94083847 DIANE B GOLDSTEIN 7/20/2009 300,000
94702594 ANA E ZOTTA 7/10/2009 200,000
94702628 RODOLFO R ZOTTA 4/12/2009 350,000
RINALDI, CARLO P
93481794 ROBERT HANSEN 5/28/2007 100,000
ROBERSON, GARY S.
1217567 ANNE A SADLER 7/25/2005 50,000
ROBERST,CHARLES
1202681 MARY ANN TUCKER 4/1/2006 134,895
1202682 ROBERT C TUCKER JR 4/24/2006 176,052
ROSS,DAVID L
93427383 GABRIELE ROSS 10/3/2007 5,000,000
ROTHER, RANDALL G
93391373 MELVILLE H STEUBING 1/2/2007 750,000
93391381 MELVILLE H STEUBING 1/2/2007 750,000
93591998 ALTON D PATTON 6/28/2007 500,000
ROTHSCHILD,STEPHEN
94729225 JOSEPH O'CONNOR, JR 9/18/2009 514,859
SAKATA,SCOTT
93249605 PETER D BALDWIN 11/13/2006 10,000,000
93351245 PETER D BALDWIN 1/7/2007 10,000,000
SAMANCHIK,PAUL P.
1200052 BRIAN A BORCHARD 9/23/2004 500,000
SCALES,WAIGHLSILL
1203426 CHARLES E RUSSELL 5/8/2006 200,000
SCHLEGEL, KRYSTALYNN M.
1202447 MICHAEL J ELLIS 8/10/2005 2,000,000
SCHLEGEL, MICHAEL G.
94167756 JAMES D MAHONEY 7/28/2008 500,000
94454618 MICHAEL G SCHLEGEL 8/24/2009 500,000
94716180 DANIEL J SULLIVAN 7/3/2009 600,000
94937844 BARBRO S GREENE 5/14/2010 600,000
7 of 9
Servicing Agent Policy Number Insured Issue Date Death Benefit
95273041 COLLEEN P NEWLIN 6/28/2010 250,000
95274130 DAVID A NEWLIN 6/28/2010 250,000
SMITH, TIMOTHY L
94539285 GEORGE STEVEN DAVIS 5/6/2009 125,000
94576808 ROGER D DAY 6/16/2009 1,000,000
SMOLEN,ADAM
95338620 JAMES W WILLIAMS 7/18/2010 300,000
SONG, BARRON S.`
1200106 JENNY M NISHIMURA 11/8/2004 77,247
SPADA, JOSEPH W.
1202634 TERRENCE L STECZ 10/10/2005 2,000,000
SPIRO, MARC
93777472 RUTH HERRING 2/1/2008 2,000,000
STILLWATER ENTERPRISE INC
93793412 JOHN A DUNCAN, JR. 10/20/2007 350,000
SULLIVAN,JOHN P
94993276 HAROLD G RYPKEMA, SR 7/15/2010 300,000
SUNDBERG,LINDA
1200311 BERNARD BUSH 7/22/2005 100,000
TETI, JOHN J.
94409554 JEFFREY A TETER 3/10/2009 150,000
94524733 EILEEN DEBENEDICTIS 7/1/2009 4,000,000
THE THORNE CORPORATION
93530343 JOHN T THORNE 12/8/2007 250,000
93620755 JAMES P ASHLEY 1/16/2008 500,000
93916963 JULIA W HARRINGTON 2/14/2008 1,000,000
94030517 SARA JUDY KITCHENS 7/1/2008 2,000,000
94141801 JULIA W HARRINGTON 2/14/2008 100,000
94819430 CAROLINE M MEREDITH 11/8/2009 3,242,000
94819984 CAROLINE M MEREDITH 11/8/2009 3,335,000
94904497 CAROLINE M MEREDITH 11/8/2009 1,204,000
THOMAS, CHARLES A
93676393 BEVERLY H SCHORR 10/12/2007 10,000,000
THOMAS, JACK N
94815297 LISA GREENBLOTT 1/24/2010 3,000,000
THOMSEN, NATHAN R
94398302 PAUL J ISAAC 11/17/2008 250,000
THORNE,JOHN
1203296 WILLIE H BEST 11/23/2005 3,000,000
VACULIN,BILL
94758737 BRANDON R FLOWERS 12/20/2009 6,000,000
VAVAS, JAMES D
95217105 JOANNE KAKOYIANNIS 4/17/2010 117,819
WADE,OWEN
1200136 STEVEN W FEASEL 12/10/2004 100,000
WARD, ROY L.
1202706 RONALD A GUM 3/6/2006 500,000
WARD, TOM A
93265510 ARNOLD W PARNELL 7/20/2006 3,000,000
WATTS, TODD
95267100 ANN S FISCHER 11/10/2009 2,000,000
95271920 ANN S FISCHER 11/10/2009 2,000,000
95271961 ANN S FISCHER 11/10/2009 4,500,000
95271987 ANN S FISCHER 11/10/2009 4,500,000
8 of 9
Servicing Agent Policy Number Insured Issue Date Death Benefit
WEBB, JEFF
93496198 JOULI WEBB 5/23/2007 150,000
WEINBERGER CLU,CHFC, MEL
1200154 HARRY E TURSE 11/10/2004 250,000
WILLIAMS,RICHARD
1200735 REID A THRELKELD 6/2/2004 699,713
ZEMLOCK, JORDAN L
1205520 MARY G TRIPPE 11/22/2006 3,000,000
ZIMDARS, JOHN
1202608 RICHARD B QUALE 2/14/2006 200,000
9 of 9