BOOT CAMPS, SYMPOSIUM & AWARDS CONFERENCE
Lori Valentine
Ruby Harasymtzuk

BUSINESS IMAGERY
Mike Niemis
Tammy Brooks

COMMISSIONS, PRODUCTION & HIERARCHY
Scott Chakan
Dave Alison
Jon Welin

COMPLIANCE & BROKER DEALER RELATIONS
Laura Roberts
Steve Zanolli

CONTRACTING & LICENSING
Yvette Wasoba
Jennifer Gabicki

GENERAL QUESTIONS
MARKETING DEPARTMENT
(866) 917-1040

MARKETING METHODS & TRACKING
Gail Hastings
Jon Welin
Tammy Brooks

MARKETING, TRAINING & ADVERTISING MATERIALS
Tammy Brooks
Laura Roberts
Gail Hastings

PRODUCER MENTORING
Joe Salerno
Patrick Nichols
Pam Hopman
John Hargarther

MONEY MOVING & CLIENT ADMINISTRATIVE PROCESSES
Jennifer Gabicki
Jeanne Jones
Steve Zanolli

ORIENTATIONS
Dave Alison
Margie Robbins

PRODUCER RESOURCE CENTER & USA WEBSITE
Tammy Brooks
Tad Sacheck
Mike Niemis

PRODUCER AGREEMENT
Jon Welin
Dave Alison
Scott Chakan

PRODUCT SUPPORT
Patrick Nichols
Joe Salerno
Pam Hopman
John Hargarther
Jon Welin
Gail Hastings
Dave Alison
Ryan McCarty
Brokers International (800)362-1097

RECRUITING
Dave Alison
Keith Kemp
Tad Sacheck
Ryan McCarty

REGISTERED INVESTMENT ADVISOR & IAR SUPPORT
Steve Zanolli
Laura Roberts

SEMINAR CLIENT MANAGEMENT
Ruby Harasymtzuk
Jan Hand
Gail Hastings

SEMINAR & SCRIPT UPDATES
Steve Zanolli
Laura Roberts

SOFTWARE SUPPORT
Dave Alison
Tad Sacheck
Ryan McCarty

SUPPORT STAFF ALLIANCE
Tammy Brooks
Gail Hastings
Peggy Giunta

SUPPORT STAFF MENTORING
Tammy Brooks
Gail Hastings
Judith Cowen

TAX CLIENT SUPPORT
Jeanne Jones
Patrick Nichols
Pam Hopman

TAX SEASON MARKETING
Gail Hastings
Tammy Brooks
Jon Welin
Jan Hand

TAX WORKS PROGRAM
Patrick Nichols
Jeanne Jones
Customer Support (800) 843-1139

TERRITORIES
Keith Kemp
Yvette Wasoba (backup)

TOTALSUPPORT TRAINING EVENTS
Tammy Brooks
Gail Hastings
Peggy Giunta
Margie Robbins

TOTALSUCCESS TRAINING EVENTS
Pam Hopman
Tad Sacheck
Ruby Harasymtzuk

TOTALSUCCESS TRAINING REINFORCEMENT
Pam Hopman
John Hargarther
Patrick Nichols
Joe Salerno
Jon Welin