Annual Report to Investors - The American College

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Individual Gifts in 2013 Edward J. Shanahan Steven M. Silverman Carra J. Simmons Gary R. Sitzmann Allen A. Skogebo Marsha H. Slater Robert O. Smith Jeffrey W. Sons Robert L. Spinks Glenn E. Stevick, Jr. Bradley W. Stewart Edwin E. Stewart Maurice L. Stewart John R. Stoner Eugene H. Storms Claudia H. Stowers Peter F. Striano III Edward M. Stuart Fernando Suarez Forrest G. Surles Eric K. Takao Derek J. Tamm Stephen C. Target Stephen D. Tarr Joe P. Teague Michael F. Tews Samuel T. Theobald Scott P. Theodore Soterios A. Theori Allen F. Thomas David J. Thompson John B. Tripoli Alessandro J. Tronco Leo C. Tucker, Jr. James T. Turner III Kimberly L. Turner Andrew G. Uram John F. Van Der Hyde Larry M. VandeVen, Jr. Michael Vanelli Mary C. Varner Joshua T. Waite William C. Wallace Stephanie A. Walsh William T. Walsh Robert J. Waltos, Jr. Xiaoxu Wang William Watson Mark A. Weber Amanda Weitman Marlin D. Wells Robert J. Wernecke David F. West James E. Whistler David C. Whitney Tek R. Wiegert Brian D. Wilcox Melinda M. Wilke Larry C. Williams Paul P. Winkler Walter J. Woerheide David F. Woods Jonathan L. Wooley James R. Worrell, Sr. John W. Wright II Robert W. Wylie George S. Yackulic Ryan E. Yoder Jie Yu T. Scott Zach Michael G. Zorio Jeffrey Zuzolo 1927 Society Annual Gifts of $250 to $749 $500 to $749 Stephen T. Adkins Charles E. Allen Donald W. Ames Edward C. Auble Gregory E. Baker Vernon G. Baker Christopher J. Bartnik John J. Baxter Jesse J. Bergland Anita I. Bergsten Jerrold J. Borrowman James A. Bouterse Wayne E. Bragg George B. Bryce Joseph T. Burkhard Alan B. Carl Randall Childress Jerry P. Cleaveland Jim J. Coffee Kurt D. Cowan Alan K. Davis Robert W. Dixon Charles R. Dobson, Sr. Milton L. Edgren, Jr. Michael Esposito Paul S. Faidley, Jr. James T. Flynn, Jr. Charles E. Garrity William H. Gill III Sandra E. Goodstein Timothy J. Grace Jim C. Harris Todd S. Healy Lynn M. Hedrick David J. Heeter Charles Heinz Earle W. Henn, Jr. Mark S. Hester Timothy L. Hickerson Edward D. Hinds III Kathleen A. Holmes Jerry F. Janacek Barry F. Johnson Michael Johnson Terry M. Kaltenbach Robert C. Karalius Michael C. Keenan William H. Kelly William D. Kinder David J. Krystel Tod D. Lashway Nicholas D. Latrenta Bao Chau T. Le Ronald H. Lesieur Steven J. Lindholm Charles A. Lingenfelter William G. Loventhal III Curtis L. Matlin Sherry S. McGhee Michael J. McLaughlin Terence R. McTigue Anthony D. Miller James H. Moore Alan P. Niemann Richard T. Nolan Robert J. O’Brien Kevin J. O’Connor Donald G. Olsen Michael D. Orr Charles D. Paff L. Sidney Pearce Scott R. Perry Carl W. Peterman, Jr. Robert A. Phares Ronald G. Pray John N. Prokopchak John S. Pugh Michelle A. Raber P. N. Risser III Ronald K. Ross Glen A. Rossman Charles F. Rowell, Jr. Tim W. Snow 24
MAKING A DIFFERENCE 10 A DECADE OF PROGRESS Henry A. Deppe, CLU ® Henry A. Deppe, CLU ® possessed a positive energy that life insurance financial advisors wanted to absorb through osmosis. Deppe, a friend and mentor to Alan Press, CLU ® , LUTCF, was always surrounded by a group of people who believed that if they followed his protocols, they heightened their chances of success. “Henry proved them correct in that assessment,” said Press. “Henry shared his knowledge of the business freely, both inside and outside of Guardian, with all who wanted to learn from him.” Deppe was the leading General Agent for The Guardian Life Insurance Company of America for more than 20 years. He founded National Pension Service, Inc. and built it into the company’s most productive agency. He sold NPS in 1987 after 30 very successful years. Deppe passed away on August 17, 2013, at the age of 93. He strongly supported The American College and believed that the knowledge it provided was the key to financial services professionalism. As a testament to his commitment to The College, a Chair in Pensions and Retirement Planning and an annual lecture series were established in Deppe’s name, thanks to the generosity of his friends, industry leaders, and The Guardian. The legacy of Henry Deppe will continue also with a very special gift he made to The College—a $250,000 life insurance policy. If you are considering making a gift of life insurance to The College, please contact Allen Thomas, JD, CAP ® , Vice President, Advancement, at Allen.Thomas@TheAmericanCollege.edu or 610-526-1422. O. Alfred Granum, CLU ® O. Alfred Granum, CLU ® was passionate about the work of financial professionals and believed in sharing everything he learned for the benefit of the entire industry. After earning his BA and MA in Life Insurance in 1943, Granum joined the U.S. Navy during the height of World War II. Upon returning home in 1946, he contracted with Northwestern Mutual in Amery, WI. He was appointed managing partner in Chicago, IL in 1963. During his tenure as managing partner, his agency became the first office in the industry to write more than $150 million dollars of new business in a 12-month period, ranked first in company volume and/or premium a staggering 37 times, and qualified 42 of his 45 agents as MDRT members. Granum conducted groundbreaking research that ultimately led to the development of Client Building and the One Card System, a proven track to success for financial services professionals. After 23 legendary years, Granum retired from his managing partner position, but he continued teaching his Client Building system to help strengthen the profession on a global basis. Granum passed away on January 2, 2014, at the age of 91. He is the only person ever to be honored with the industry’s top three awards: the Huebner Gold Medal from The American College in 2003, the John Newton Russell Award from NAIFA in 2002, and induction into the GAMA International Management Hall of Fame in 1983. He was awarded a Chair in Practice Management at The American College, endowed to him by his peers in 2001. To further honor his legacy and commitment to lifelong learning, Northwestern Mutual and The American College launched the Northwestern Mutual Granum Center for Financial Security in June 2012. To make a donation to the Center in memory of Al Granum, visit TheAmericanCollege.edu/giving/al-granum. 25
Page 1 and 2: Looking Back. Thinking Ahead. Annua
Page 3 and 4: Dear Friend of Our College: This is
Page 5 and 6: The Legacy of Dr. Barton—In Their
Page 7 and 8: HS Heubner School Centers of Excell
Page 9 and 10: Capitol Hill The College is also en
Page 11 and 12: 10 A DECADE OF PROGRESS Will S. Hor
Page 13 and 14: The Independence Guild is the legac
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Page 17 and 18: 10 A DECADE OF PROGRESS WELCOME, NE
Page 19 and 20: 10 A DECADE OF PROGRESS Boblitt, Kr
Page 21 and 22: 10 A DECADE OF PROGRESS Sgt. Sal Gi
Page 23 and 24: 10 A DECADE OF PROGRESS Stefan H. H
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Page 29 and 30: 10 A DECADE OF PROGRESS William F.
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Page 33 and 34: 10 A DECADE OF PROGRESS Theodore S.
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Page 37 and 38: Ryan L. Donaghy Mark J. Dunlop L. R
Page 39 and 40: Honoring Our Veterans Initiative 20
Page 41 and 42: 2013 ALUMNI CRUISE TO BRITISH ISLES
Page 43 and 44: BOARD OF TRUSTEES David M. Anderson
Page 45 and 46: FOUNDATION BOARD OF DIRECTORS Laure
Page 47: OF FINANCIAL SERVICES ® 270 S Bryn

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