Annual Report to Investors

2009

Your College

The faculty and staff of Your College look forward to serving your needs in 2010.

Front Cover: Reginald Rabjohns, CLU®, ChFC®, Managing Partner, New England Financial and incoming Chairman of The American College Foundation Board of Directors, addresses the 2009 Knowledge Summit attendees.

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The faculty and staff of Your College look forward to serving your needs in 2010.

Dear Friends:

During 2009, the financial services sector began an incremental rebound in an increasingly complex, competitive and challenging era.

Our theme for this year’s Report to Investors is “Your College.” This report is dedicated to all of you who share a renewed sense of commitment to the ethical values inspired by Dr. Solomon S. Huebner.

We take seriously the role that we play in ensuring our industry produces leaders who are able to see the new emerging opportunities, deal with a high level of unpredictability and navigate through turbulent conditions. Our mission–to raise the level of professionalism within the financial services industry–has never been more relevant. Our calling to impart expert knowledge–emphasizing that such knowledge must be regularly renewed and ethically applied–strengthens our students’ professionalism, as well as the financial security of the individuals, families, businesses and societies they serve. We offer the technology and academic resources to drive student success. We have driven a remarkable new direction in online learning, giving students more options to study at home, on an airplane, on a train or in any environment.

We are strengthening brands with wide public acceptance. Our CLU® and ChFC® designations are the diamond credentials in the financial services industry. They represent The Highest Standard of Knowledge and Trust. A ninth course has been added to the ChFC® curriculum, raising this designation’s already high educa-tional standards. We doubled our advertising budget to raise client awareness of your designations. We will double it again in 2010.

We are the profession’s source for learning at every career stage. From LUTCF to our master’s programs, The College offers learning opportunities that are relevant to each stage in a professional’s ongoing career development. Other educational tools such as The Wealth Channel® and The Wealth Channel® Magazine, alumni webinars and other events offer opportunities for learning year-round.

Every day, there are 160 faculty and staff members at The College who respond to a personal call to lead through their hard work and passion for academic excellence. Throughout this report to you, our investors, we highlight the many, generous donors to Your College, whose leadership enhances and augments the already rigorous academic programs offered here. They, too, are called to lead through their spirit of philanthropy, critical to the future success of Your College.

Sincerely,

Dr. Laurence BartonPresident & CEOThe American College

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Lifetime Giving

President Larry Barton, PhD, Terry Schuster, Vice President, Sales Development Officer, ALICO, and Steve Tarr, MSM, CLU®, ChFC®, CAP®, CASL®, Senior Vice President, signing a contract with ALICO on a joint project to provide curricula for a new field training program to be implemented globally.

$1,000,000 and MoreWilliam B. Wallace

$750,000 to $999,999Gloria M. La GrassaJames A. Mitchell

$500,000 to $749,999Jarrett L. Davis IIIFrederick J. Sievert

$300,000 to $499,999John W. AllenMargaret I. BradshawBrian S. BrownLouis P. DiCerbo IIRichard A. LiddyWarren T. Wamberg

$175,000 to $299,999William H. BeckleyWilliam O. GoodwinBarry KayeReginald N. RabjohnsJack B. Turner

$100,000 to $174,999Robert W. BarthLaurence BartonRalph E. Brown, Jr.Michael C. DavidsonHenry A. DeppeSamuel J. FotiO. Alfred GranumMillard J. GrauerGeorge W. Karr, Jr.Ronald E. LongCharles D. MarksFoster E. MurphyThomas J. O’HarenEdward E. PackellRonald M. Park

Robert B. PlybonAlbert J. SchiffEugene J. SeamanJoel A. ShapiroWilliam T. WalshCharles R. Wright

$50,000 to $99,999Benjamin G. Baldwin, Jr.James M. BensonLyle L. BlessmanElton H. BrooksPeter C. BrowneEmil A. Budnitz, Jr.John R. CassinRobert E. ChappellWilliam S. CochranPatrick J. CollinsRalph Davis, Jr.David Q. DayAnthony J. Domino, Jr.John R. DriskillChester A. Duke, Jr.Edward J. FeimanSaul F. FeingoldDonald R. HaasE. Dunbar JewellJoseph W. JordanArnold M. KatzJoe KelleyArthur D. KrausCary M. MaguireDennis J. ManningDavid L. MeadDonald H. MehligJoseph J. MelonePeter W. MullinWilliam T. O’DonnellNathan M. PerlmutterAlan PressPhillip C. RichardsJohn J. RoccoSumner Rodman

Michael E. RosenzweigDonald L. ShepherdWalter J. ShieldsAllen A. SkogeboDavid W. SmithJohn E. StegerStanley B. SworskiDaniel J. ToranE. Hardy Vaughn, Jr.Robert W. VerhilleSusan D. WaringDavid C. Whitney

$25,000 to $49,999Dan W. AndersonR. Allen AngellPaul ArstHartman AxleyGuy E. BakerRichard M. BauhofMarvin D. BowerDaniel M. BrighamAbram I. BrusteinDickson C. BuxtonWalter M. Cardinet, Jr.Paul W. ColfleshHoward B. CowanRalph L. CrewsJohn W. CroninJohn W. Cruikshank IIIAnthony C. CubellisDavid A. CulleyS. Kay DempseyBryan C. DunnJay R. EaganCatherine L. EckardtAlfred O. ElderGeorge V. ExnerMehdi FakharzadehWilliam W. FennimanAlan R. FinkelsteinGene L. FoxenFrank Friedler, Jr.

Gary R. FroidKenneth L. Fry, Jr.Leo R. FutiaLee M. Gammill, Jr.James L. Garard IIISeymour GellerFrederick M. Goodwin, Jr.Irwin GormanJohn W. Greene, Jr.Mel H. Gregory, Jr.J. Barry GriswellFloyd E. Guest, Jr.William K. HalliburtonAllan G. HancockGeorge HandlerRobert D. HarrisAnn W. HartmannKeith W. HeinPhillip J. HildebrandIvan C. HinrichsHarry P. HoopisWill S. Hornsby IIIJerry L. HulickRoland J. Hymel, Jr.Donald C. Jayne, Jr.Douglas W. JohnsonEdwin T. JohnsonC. Sherfy JonesCharles C. JonesDouglas W. JonesRobert S. Jones, Jr.George G. JosephRichard M. KaganJames T. Kane, Jr.Robert E. KileyVictor W. KirschTheodore T. KurlowiczBartholomew LaroccaFletcher C. LarsonStephen F. LibbyJ. Robert MackenzieDavid C. McAvoyBernard P. McDonough

ric Boettcher had no problem deciding what to do after graduating from high school in 1987. He began his college studies and also enlisted in the U.S. Army Reserve. Thus he began a 22-year long pursuit of two careers: one in the military and another in the insurance and investment business with New England Financial.

When Boettcher was called to active duty in 2008 to serve in Mosul, Iraq as a Major in the U.S. Army Reserve, he knew exactly how to make the most of his time overseas. During a deployment of less than two years in duration, Boettcher earned his Chartered Life Underwriter®, Chartered Financial Consultant®, Registered Health Underwriter®, Registered Employee Benefits Consultant® and Chartered Advisor for Senior Living® designations. Adding to this impressive list, he is nearing completion of his Master of Science in Financial Services degree.

While in Iraq, a normal seven-day workweek for Eric was to wake up early in the morning to work out in the gym, make it to the office for an approximate 10-hour work shift and then study in his room for 4-5 hours a night. “Given that I was a staff officer in a unique assignment, I took advantage of every bit of ‘down time’ while traveling for meet-ings in Baghdad or in various headquarters throughout northern Iraq,” Boettcher said. Most importantly, all of his soldiers have returned home safely. Major Boettcher was awarded his second Bronze Star Medal for his leadership and dedication to duty.

American College President Larry Barton recognized Major Boettcher during the recent Knowledge Summit held in Boston in October. “We are privileged to honor Eric for proudly wearing the uniform of our country and for his similar commitment to represent the best of the financial services profession.”

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Eric Boettcher,CLU®, ChFC®, CASL®, REBC®, RHU®

studying from the Iraq Front

Thomas L. McLearyKenneth L. MeansCarl F. MehlhopRichard J. MillerStanley E. MillerDenis F. MullaneThomas W. MyersMaxine B. NiemeyerBruce G. Parker, Jr.Thomas J. PattonLeo V. PetriniRobert W. PowellWilmer S. Poynor IIIArlen I. PrenticeFrank L. RainaldiParthasarathy RajagopalanJack C. RaskinCarl H. ReinhardtThomas R. RichardsWilliam C. RobertsonRonald S. RosbruchJames D. RosenbaumDavid E. Sams, Jr.Robert C. SavageTodd M. SchoonWilliam F. Shean, Jr.Paul J. ShevlinRaymond A. SilvaMorris A. SilvermanRobert J. SimsGary R. SitzmannPaul L. SteinMaurice L. Stewart

Donald F. StonerJose S. SuquetStephen D. TarrM. M. TeichmanJohn R. Telich, Sr.Louis J. ToiaMichael J. VietriPaul E. VignoneRobert F. WeaverThomas L. WebbSamuel H. WeeseDavid F. WestJames E. WhistlerHarold L. WilshinskyBarry L. WolfeDavid F. Woods

ur great founder, Dr. Solomon S. Huebner, articulated a frame- work of values in our profession that stands as a cornerstone to our industry today. Most of the concepts which Huebner presented are as relevant today as they were at the beginning of the 20th century.

The inscription on the Huebner Gold Medal reads as follows, “In recognition of distinguished service to education and professionalism.” This is the highest award given by The American College. To put that into perspective, more than 160,000 individuals have College designa-tions, but only 63 individuals have received the Huebner Gold Medal.This year, we paid tribute at The John F. Kennedy Museum and Library to two extraordinary individuals who exemplify the Huebner legacy at the highest level in their lifelong service to education and professionalism, and in their tangible commitment to Your College and its mission.

Gloria M. La Grassa, CLU®, ChFC® has been a tireless supporter and advocate for The American College for many years. She has been a groundbreaking pioneer as one of the earliest woman advisors in the field. Through resolute perseverance, Gloria has emerged as one of our most successful alumnae.

Gloria is the former President of the New York Center for Financial Studies, which provides educational courses and continuing education

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Gloria M. La Grassa, CLU®, ChFC®

Huebner Gold Medal

Independence guild

Rosemary T. AitkenDavid B. AllenDavid G. AllenEleanor W. Allen *John H. AllenJohn W. AllenEugene J. AltstattDan W. AndersonSandra L. AndersonR. Allen AngellRudolph ArkinDonald T. AshTimothy M. BabbertMichael O. BabinJoseph M. BackesJohn T. BaierRobert W. BaileyThomas W. BaileyGuy E. BakerJohn W. BakerBenjamin G. Baldwin, Jr.Robert M. Ball

Russell C. BarlowWalter Barnes, Jr.Robert W. BarthJohn R. BartramThomas J. BashRoland J. BasinskiJohn A. BatzaJ. Gary BeaginRobert A. Beck *William H. BeckleyKenneth R. BeesleyDonald D. BeesonDennis J. BellFred W. Beltz IIIDan A. BenchDavid G. BenedictJames M. BensonWarren G. Berger IIIRonald J. BergstromArthur B. BerkLawrence J. BernardRonald W. Beshear

Ronald E. BishopStephen J. BlakesleyGregory D. BlanchardG. James Blatt, Jr.Garrett J. BleakleyGary P. BocardRoger C. BoegerBradley H. BoffordRobert H. BoisvertCynthia R. BolkerFrederick S. BolyardStephen G. Bolyard *Joseph S. L. BoninLawrence F. BoordRobert J. BornJerrold J. BorrowmanBoston Chapter S.F.S.P.Thomas A. Bott IILarry E. BottsVincent C. Bowhers *Charles R. BoydDavid E. Boynton

Charles N. BrachtSteven R. BradenStephen R. BraswellWilliam J. BraunTerry L. BreitbordJohn A. BrinerJ. C. BrinsfieldWilliam V. BrodyElton H. BrooksRalph E. Brown, Jr.Brian S. BrownLee B. BrownM. Wendell BrownRice E. BrownPeter C. BrowneAllen R. BruceVincent P. BrueggemanDaniel E. BrunetteJohn H. Bullock, Jr.Edward A. BurchGlenn R. BurellAndrew J. BurgerJoseph T. Burkhard

The Independence Guild is the legacy society of The College and reflects individuals and certain organizations who have made planned and deferred gifts to Your College.

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Richard A. Liddy, CLU®

Huebner Gold Medal

to the financial services industry. In her service to The American College, she was the Corporate Secretary for the Board of Trustees from 2003 thru 2008, and continued to be a Director of the Endowment Foundation’s Board during that time. She also served on The College’s Presidential Search Committee. She and the late Carl La Grassa have been instrumental benefactors to The College.

Richard A. Liddy, CLU® is the retired Chairman of the Board of GenAmerica Financial Corporation in St. Louis. He also served as Chairman of Reinsurance Group of America from its inception in 1993 until his retirement from the Board in 2002. Mr. Liddy was also President and Chief Executive Officer of General American LifeInsurance Company from 1992 to 2000.

Dick has been active in the industry, having served on the Boards of The American College, the American Council of Life Insurance, LIMRA and the Investment Company Institute. He currently serves on the Board of Directors of The American College Foundation. Dick believes deeply in promoting leadership. The Richard A. Liddy Lecture Series is conducted annually at The College’s Knowledge Summit. Dick has also provided significant financial support to the George G. Joseph and Richard A. Liddy Chair in Practice Management at The College.

Dennis E. ButlerDickson C. BuxtonDaniel CafollaRobert J. CalhounAlbert G. Call IIIJohn E. CallesJuan E. CallesDonald S. CameronJohn D. Campbell, Jr.W. Harrison CampbellLee B. CanfieldHarold Caplan *Curtis CareyPeter G. CareyByron L. CarlsonKirt W. CarstensJohn B. Carter *Robert A. CarterJohn R. CassinMilton M. CerfSteven H. K. ChangMarcus C. S. CherryMartin Cherry *

Herbert L. CheskisBeverly T. ChrismanAdelia C. ChungTai Yau ChungJames M. ClaryWilliam S. CochranWilliam H. Coleman, Jr.Paul W. ColfleshPatrick J. CollinsRobert E. CollinsR. Michael CondreyDeborah L. CopelandDennis C. CrawfordJohn W. CroninDudley R. CrowJohn W. Cruikshank IIIAnthony C. CubellisDavid A. CulleyJohn R. CushingAnna L. DanielsRoy G. DanielsRichard E. DarrahJoseph D. Davenport

Kathleen T. DavenportPaul L. Davidson, Jr.Jarrett L. and Mary Virginia DavisRalph Davis, Jr.David Q. DayLee R. DeanJules A. del VecchioAntonio M. DeLeonThomas L. DeleotPaul L. DeLisioPaul K. Dell *S. Kay DempseyJohn J. DennisonGeorge W. S. Denton *Richard M. DentonHenry A. and Florence DeppeRobert A. DerrenbackerRalph E. DeWerffLouis P. DiCerbo IIMonroe M. Diefendorf, Jr.Dwayne A. DietzeArvid R. Dike

Charles R. DobsonAnthony J. Domino, Jr.Anthony J. Domino, Sr.Patricia A. DossDavid J. DowneyJohn R. DriskillKirk P. DrydenBernard E. DuhaimeChester A. Duke, Jr.Lucy Dulin *J. Terrance Dunn *Robert C. DyeJay R. EaganBrian H. Early *Catherine L. EckardtDwayne A. Edelstein *Alfred O. ElderDonald B. ElliottStephan A. ElliottO. Lee Elrick, Jr.Frank M. Engle *Aaron L. Epstein *Keith A. Erhard

Independence Guild

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Learning Center

George V. ExnerFrank J. FarringtonGil L. FashEdward J. FeimanSaul F. FeingoldBen Feldman *Charles J. FeldmanWendy L. FeldmanMartin A. FennewaldWilliam W. FennimanTerry G. FenwickCharles I. FerraraRobert J. Fincham, Jr.Alan R. FinkelsteinC. Robinson Fish IIICarmen T. FishHarry I. Fisher, Jr.William H. Flammer, Jr.Wayne N. FleischerDennis A. FlemGary L. FlotronThomas F. FlournoyThomas F. Flournoy IIIMichael M. FlynnMaureen E. FoleyArnold G. FordCurtis B. FordWilliam E. Ford *Daniel C. FortierA. Scott FosterSamuel J. FotiJoseph E. FoxGene L. FoxenTimothy J. FreemanFrank Friedler, Jr.Sidney A. Friedman *Gary R. FroidPaul S. FrommerKenneth L. Fry, Jr.Joseph A. FulkersonLee M. Gammill, Jr.

James L. Garard IIICharles E. GarritySeymour GellerNancy B. GeorgenRichard M. GerinerJohn T. GheganJulian H. Good, Jr.Stanley F. GoodinFredric E. GoodmanWilliam O. GoodwinShelley S. Goren *Thomas E. Goris, Jr.Diane Hack GouldMillard J. GrauerGreater Chicago Chapter S.F.S.P.Nancy H. GreenOlen C. Green *John H. GreeneJ. Barry GriswellFrank F. Haack, Jr. *Donald R. HaasAngelo A. HaddadHarry Haiblum *J. Len HaleWilliam K. HalliburtonSanford B. Halperin *Allan G. HancockCalvin L. HannahRobert D. HarrisRandall D. HartKevin J. HassanKaren B. HauslerThomas M. HawcoJack D. HayesJohn E. HazardDermot T. HealeyWayne A. HellbuschNed D. Helmuth *Thomas S. HendersonRobert G. Hengelfelt

Willard L. HenselJohn C. Hensley, Jr.Donald J. HerzogPeter F. HibbardPhillip J. HildebrandRichard L. HillRobert P. HillDavid H. Hilton *Warren C. HodgesAustin E. Hodgkins, Jr.Noralie J. HoffmanDavid F. HokansonGeorge O. HollandVernon W. Holleman, Jr. *Harry P. HoopisGerald D. HoppeTerence L. HoranWill S. Hornsby IIIDonald R. HouserAnita J. M. HsiaoWilliam R. Huey, Jr.John P. HuntingtonThomas P. Huntington *Joseph W. HuverRoland J. Hymel, Jr.Leonard J. IaleggioRichard D. Irwin *J. Curtis JacobJohn R. JaggerDonald C. Jayne, JrMarvin B. Jaynes *William D. JeffersonE. Dunbar JewellAlfred C. JohnsonDouglas W. JohnsonEdwin T. JohnsonSteve K. JohnstonC. Sherfy JonesCharles H. JonesGeorge G. JosephHarris E. Kagan

Richard M. KaganJames T. Kane, Jr.Ronald F. KarabianGeorge W. Karr, Jr.Amy M. KatesArnold M. KatzBarry KayeKurt A. KechelyJoe KelleyR. Gene KentJohn S. KerrRobert H. KerriganThomas D. KienlenJames H. Kihneman, Jr.Robert E. KileyKevin C. KingstonVictor W. KirschClayton J. KleinStanley B. KlineThomas C. KlotzMichael J. KraftStephen A. Kramer *Arthur D. KrausLanny N. KuehlTheodore T. KurlowiczTamarine LackeyChristopher J. LargerBartholomew LaroccaConrad J. LarsenFletcher C. LarsonLiam A. LearyLouis G. LeblancLeslie S. Leeper *Robert R. LehmertElliot G. LengelRonald H. LesieurJames C. LesterRobert L. Levin *Leon L. LevyH. Kirke Lewis *Stephen F. Libby

David Littell, JD, ChFC®, Joseph E. Boettner Chair in Research and Professor of Taxation, and President’s Circle member since 2006.

hanks to a generous five-year sponsorship from MetLife, The American College’s Learning Center in MDRT Foundation Hall has been renamed the MetLife Learning Center. The MetLife Learning Center provides a robust, highly advanced meeting and classroom environ-ment that is integral to our advanced academic programs. The MetLife Learning Center will be the home of The College’s master’s degree residency courses each year, as well as numerous industry events.

The space offers an exceptional academic venue for new and experienced professionals to benefit from the knowl-edge and skill of The College’s faculty and guest speakers. The goal of this spectacular Center is to provide learn-ing opportunities with outstanding knowledge specialists tailored to meet the distinctive needs of our academic programs, individual companies and financial services professionals.

The MetLife Learning Center is located adjacent to our state-of-the-art digital TV studio, enabling students and corporate users to create audio-visual content that can be broadcast to select audiences. Lectures and meetings in the MetLife Learning Center can be simulcast with this latest technology.

We extend our grateful thanks to MetLife and Mike Vietri, CLU®, for his leadership in establishing funding for the MetLife Learning Center.

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Donald E. LippencottRobert LissStanley Liss *Leroy E. LohmanRonald E. LongJoseph D. LongoWilliam G. Loventhal IIIRobert D. LowreyGerald L. LuktonParker L. LydaJ. Peter LyonsJ. Robert MackenzieMalcolm D. MacKinnonDennis J. ManningCharles D. MarksArnold P. MasinterRobert E. MathisDonna J. MatzkoRaymond J. May, Jr.Michael V. MayDavid C. McAvoyJohn K. McCallum, Jr.Joseph C. McGeeRaymond W. McHale, Jr.Wayne O. McHargueDavid N. McIntyreKimberly J. McKownRobert F. McKownMiles W. McNally *Patrick J. McNamaraJohn W. McTigueDavid L. MeadDexter M. MeansKenneth L. MeansRobert B. MecklenborgAndrew J. MeehanCarl F. MehlhopDonald H. MehligNed R. MeisnerJoseph J. MeloneAlan L. MeltzerJorge E. MercadoJoseph R. Mercier

Sherburn W. Merrill, Jr.Joseph K. MesserlyCarl W. Middleton IIIAnthony D. MillerKeith Miller *Stanley E. MillerJames A. and Linda R. MitchellRoy O. Mitchell *Kenneth C. MlekushJ. Brent MooreAnthony Morris VIIJohn T. MulheranDenis F. MullanePeter W. MullinA. Douglas MurchJohn H. MyaardThomas W. MyersJames F. NaiveNashville Chapter S.F.S.P.Roland S. NebekerWarren A. Negri, Jr.William R. Neville, Sr.New York Life Insurance CompanyKenneth J. Newfarmer *Glenn W. NicholsGeorge R. Nicholson, Jr.Paul M. NickMaxine B. NiemeyerGlenn L. NolandKevin S. OdellThomas J. O’HarenCarolyn J. OhlfestMartha N. OlmsteadRaymond R. Olmstead *Erik A. OlsenRobert K. OstbergMitchell W. OstroveEdward E. PackellStacey M. PavoneRobert H. PerkinsNathan M. PerlmutterLinder P. PetersonRobert L. Pethtal

A number of companies and agencies conduct seminars and retreats at the MetLife Learning Center. Our CLF®, MSFS and MSM students complete their residency at the Center as well.

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alumni hall of fame

Independence Guild

ur 2009 Alumni Hall of Fame Inductee, Susan Waring, CLU®, ChFC®, was nominated by her peers for her leadership in the financial services sector and for her passion for The American College. Susan is only the fifth individual to be inducted and the first woman so honored.

Susan is the Executive Vice President and Chief Administrative Officer of the State Farm Life and Vice President- Health. She has been a stalwart champion of education for women in financial services. In 2007, she led a panel to create the State Farm Chair in Women and Financial Services at The College, the nation’s first academic post of its kind. Since then, she has worked to ensure the success of that chair as a producer of unparalleled academic research and publication.

As a member and Secretary of The American College Foundation Board of Directors, Susan has co-chaired several key committees and works to ensure the financial security of The College. She is a major donor to The College, proving that she believes in professional education and is willing to take action to protect it. Susan is a strong advocate for the CLU® and ChFC®, and works to drive her colleagues at State Farm toward their educational goals.

“Susan Waring epitomizes the Huebner legacy as a leader in our industry,” said Dr. Barton. “Her work on The American College Foundation Board of Directors and leading committees shows her commitment to continuing education and her ability to find new ways to keep learning interesting.”

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Leo V. PetriniJohn B. Peyton *Harry Phillips IIIA. Duer Pierce, Jr.Roger D. PinneoJames D. PittmanSteven A. PlewesRobert B. PlybonJames P. Poole *Wilmer S. Poynor IIIAlan PressRobert V. Price, Jr.James E. PrickettEarl S. ProlmanJohn S. PughJohn M. QualyKirk QuaschnickFrank L. RainaldiDwain P. RamloStephen G. RayRandall D. ReichenbachLloyd L. Reynolds

John R. RichmondGeorge N. RidingsLarry J. RieberPenny K. RighthandDavid E. A. RikerDavid S. RinskyJohn J. RoccoSumner RodmanHoward F. Roeding, Jr.C. Michael RogersDonald M. RogersWarren A. Romaine, Jr.Ronald S. RosbruchMitchell D. RosenbergMichael E. RosenzweigJames W. RutledgeRonald A. SacksRobert B. SatheFrank F. SchambachRobert V. SchechterScott D. ScheerAlbert J. Schiff

Jayne N. SchiffWilliam H. Schneidewind, Jr.Paul F. SchoenfeldRichard Schornstein, Jr.Richard W. SchubertRaymond J. ScottEllen B. SeamanEugene J. SeamanJoel A. ShapiroStephen C. ShawWilliam F. Shean, Jr.Claus H. ShellingPaul J. ShevlinWalter J. ShieldsJohn S. ShondelFrederick J. SievertRaymond A. SilvaMorris A. SilvermanTimothy L. SimsI. Michael SingerW. Clyde Sisson *Gary R. Sitzmann

Allen A. SkogeboDavid W. SmithMark B. SmithMary P. Smith *Society of Financial Service ProfessionalsN. W. Jerry SolomonMark SorlieNeil P. SorumPaul S. SouleGlenn E. SowalskieRobert I. SpakMorton E. SpitzerRobert B. St. JohnJames H. StanleyRonald T. StansellJolene S. StarrDianne Y. SteffeyMichael C. SteffeyJohn E. StegerIrving N. Stein *Paul L. Stein

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Seymour SternbergColleen M. StevensStephen B. StoneDonald F. StonerDennis G. StorkEugene H. StormsJohn E. SullivanPeter W. SullivanCalvin S. SumnerJose S. SuquetGeorgia J. SuranofskyJames W. TaitEric K. TakaoDavid R. TarellaStephen D. TarrWyllys H. Taylor, Jr.Joe P. TeagueRobert L. TedoldiM. M. TeichmanJohn R. Telich, Sr.Robert A. TewesNeil D. Theriot

A. Richard ThiernauJeffrey E. TholClaire A. ThomasWayne E. ThomasArthur H. ThompsonWilliam G. ThompsonChristopher G. TobeyJohn O. Todd *Louis J. ToiaDennis M. TravlosJack B. TurnerJohn S. TuttleTerry T. UchidaMartin P. UmbachThe Union Central Life Insurance CompanyGary L. Vander WerffWilliam VanWinkleJohn D. VarnerDavid L. Vear *Robert W. VerhillePaul E. Vignone

Raymond Vitek, Jr.Curtis J. VrielandRichard A. WadsworthJulius F. WagnerWilliam B. and Sallie B. WallaceStephanie A. WalshWilliam T. WalshRobert J. Waltos, Jr.Susan D. WaringLamar WeaverRobert F. WeaverThomas R. WeaverRichard M. WeberRichard A. WeckerSamuel H. WeeseNorbert A. WeisbeckEarl L. WeiserSharon G. Welch-BlairCalvin D. WellingDavid F. WestJames E. WhistlerBernard R. Whitehill

N. Susan WhittingtonLawrence WienerRoger A. WikstromDale S. Williams, Jr.Joseph P. Williams, Jr.Harold L. WilshinskyThomas J. * and Bette Wolff Marshall I. Wolper *Robert D. Wombwell, Jr.Ronald I. WoodmanseeDavid F. WoodsJames R. Worrell, Sr.Charles R. WrightJ. Lamar WrightRichard L. WrightJimmy R. YouellJoe D. Young *Edmund L. Zalinski *Charles J. Zimmerman *Freda J. ZimmermanStanley A. Zur *

* Deceased

Alumni and friends of The College convene in Jacksonville, FL, for an alumni reception.

Michael May, CLU®, ChFC®, LUTCF, Denny Axman, CLU®, ChFC®, LUTCF, Dr. Barton and Eliza Barton in Jacksonville.

Jim Ludwick, President of Capitas Pinnacle, presents a Jacksonville Jaguars jersey to Dr. Barton at the alumni reception hosted by Capitas Pinnacle.

Unis Davis, CLU® and George Gore, CLU®, ChFC® enjoying the alumni reception in Chicago hosted by Reg Rabjohns, CLU®, ChFC®.

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Individual Gifts in 2009We are pleased to recognize the leadership of donors whose annual contributions distinguish them for membership in the Huebner Society, Chairman’s Council or President’s Circle.

President’s Circle Annual Gifts of $1,500 to $9,999

Huebner SocietyAnnual Gifts of $25,000 and More

Chairman’s CouncilAnnual Gifts of $10,000 to $24,999

Jayne Schiff, CLU®, ChFC®, REBC®

Schiff Benefits GroupPresident of the Alumni Association

“The American College Alumni Association is the premier organiza-

tion for educating financial services professionals. The education

provided in the Game-Changer Series and The Wealth Channel®

Magazine is second to none. The greatest part, though, is all of the

benefits are included in your free membership. There is no reason

NOT to be a part of your Alumni Association!”

Laurence BartonMichael C. DavidsonLouis P. DiCerbo IIBrian H. Early EstateJoseph W. JordanArnold M. KatzGloria M. La GrassaRichard A. LiddyCary M. MaguireKeith Miller EstateJames A. Mitchell

Robert B. PlybonJames P. Poole EstateReginald N. RabjohnsFrederick J. SievertWilliam B. WallaceSusan D. WaringThomas J. Wolff Estate

Christopher BluntPeter C. BrowneJohn F. BucsekQuinn C. K. ChanRobert E. ChappellGary E. DanielsPeter A. GolatoJohn W. Greene, Jr.Dean N. GregorySalene Hitchcock-GearArthur D. KrausRonald E. LongCharles D. MarksJohn W. McTigueJames J. MeehanFoster E. MurphyBruce G. Parker, Jr.

David C. PorterPhillip C. RichardsJohn J. RoccoMichael E. RosenzweigFrank T. ScaleseAlbert J. SchiffMichael A. SchlegelTodd M. SchoonLily Sau-Chu ShaoJoel A. ShapiroAllen A. SkogeboFranklin G. Stull EstateE. Hardy Vaughn, Jr.Michael J. VietriPaul E. VignoneCharles R. Wright

$5,000 to $9,999D. Duane Bartlett, Jr.Ralph L. CrewsCharles T. Cronin IIIDavid A. CulleyAnthony J. Domino, Jr.Salvatore F. FarinaWilliam O. GoodwinGary T. HuffmanCharles C. JonesFred H. JonskeJoe KelleyEileen C. McDonnellThomas L. McLearyJames J. Nemec

John F. NicholsBruce J. NicholsonBurvin E. Pugh, Jr.Joseph SparacioMaurice L. StewartGuy R. ThomasJack B. TurnerThomas L. Webb

$1,500 to $4,999John AdamsLawrence Adkins, Jr.James E. AdkinsJudy P. Aguilar-WoertzLouis M. Aidala

Mark F. AlderDonald J. AltomonteMichael AmineStuart A. AppelDonald G. ArmstrongHarry AxfordDennis M. AxmanShiv K. BagriTerry L. BagwellBrian BaileyGuy E. BakerKevin E. BaldwinJohn M. BarryMichael F. BarryGary H. Barsness

Brooks P. Bartlett, Sr.Adam D. BatchelorDomenic G. BattistellaRichard M. BauhofPatricia BeauchampMitchell C. BeerNancy Arns BehrensSam E. BellerJohn P. BenderAlan J. BenetRocco BerardiKristine L. BerryRonald L. BertkeLee V. BethelRicky Lee Bingham

11

Past Chairmen

Dr. Barton visits with former Trustee Board Chairmen Chuck Wright, CLU®, ChFC®, Fred Sievert and Bob Plybon, CLU®, ChFC®.

Pamela N. BlalockPaul F. BlancoRobert BlandLyle L. BlessmanDebra L. BlevonsDebra BoblittAnthony F. BoquetRenee BorchardtJerrold J. BorrowmanGlenn BosemanJames A. BouterseDavid L. BrassBrian K. BrenemanDaniel M. BrighamWilliam V. BrodyDavid A. BrollBrian S. BrownAbram I. BrusteinStephen W. BryarsMichael P. ButenskyDickson C. BuxtonMichael T. ByrneElaine J. CacarilloEric B. CampbellMatthew J. CampbellW. Harrison CampbellNicholas CanditoJohn F. CarlsonRonald L. Carson, Jr.David J. CasperEdward W. CassidyGregory V. CastronovoRaymond G. CaucciJames Cerone, Jr.Bing Vun ChengEugene Choate

Antoinette M. ChristaldiWilliam J. ChristieAlmond A. ClarkRandi M. ClausonThomas H. CoffeyI. David CohenMarc W. ColbyPaul W. ColfleshPatrick J. CollinsJoseph M. ColomboR. Michael CondreyJohn D. Cooney, Jr.Susan M. CooperMichael J. CoreyC. Tait CrusePhilip B. CubetaBrian R. CunninghamThomas E. DaleyDouglas A. DawsonDavid Q. DaySteven C. DayJules A. del VecchioPaul L. DeLisioScott F. Della PennaTodd DentonFrank E. DePaolaLew D. DerricksonAmy C. DeweyGlen W. DeZeeuwRobert G. DibleyRodney DirR. Paul DoddDaniel E. DodgenGerard V. DoughertyScott L. DownsFrances T. Drago

Steven M. DugalBryan C. DunnRonald F. DuskaWilliam E. EbelJames R. Effner, Jr.Robert EichlerFrederick A. EisnerJames E. ElliottRyan M. EmeryPhilip R. EngelmannKeith A. ErhardRobert L. ErkelJohn C. ErtzAndre L. FaucherNeal R. FegelyEdward J. FeimanSaul F. FeingoldRussell J. Figueira Alan R. FinkelsteinBarry L. FinkelsteinHarris S. FishmanDaniel FlynnJohn E. Fobes IIRobert E. FogalJohn FoleyMaureen E. FoleyConstance J. FontaineJane B. FontaineMichael P. FormellaLee M. FortenberrySamuel J. FotiMichael J. FoxenLance P. FranczykTed G. FranksRobert T. FrielingEugene R. Frost

Peter FulchironChristopher FurruleLeo R. FutiaMichael G. GalloCatherine J. GallowayLee M. Gammill, Jr.William M. GearhartJoseph J. GehlenEvelyn GellarH. Dennis GiertzGene J. GilmoreFrancis J. GingrasMitchell B. GloverDennis E. GoedersJames R. GoodrichEric B. GordonPatrick K. GoresThomas E. Goris, Jr.Irwin GormanDiane Hack GouldO. Alfred GranumArnolds A. GravaJuliette P. GreenMel H. Gregory, Jr.William D. GruccioConnie C. GuelichStephen T. GuinanDonald R. HaasRobert D. HallWilliam K. HalliburtonPaul L. Harrington, Jr.Thomas H. HarrisDermot T. HealeyJohn HealyThomas D. HegnaGerald J. HerbisonStephen R. HermanMark J. HeurungErnest B. HewlettKeith E. HickersonRobert P. HillArlene D. HoganThomas HoganFrances Holk-JonesRobert C. Holmes IIIStefan H. HolterJack C. HondrosHarry P. HoopisTerence L. HoranBrian J. HubbellChad R. HuffJeff HughesMichael C. HughesJerry L. HulickMichael K. HulseJoseph W. HuverLouis E. HymanRoland J. Hymel, Jr.L. Stockton IllowaySang Su ImScott C. IodiceDominick IorioStuart IsgurW. Bruce JacksonRodger K. Johnson

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Individual Gifts in 2009

New York City Luncheon

Douglas W. JonesGeorge G. JosephMichael L. KalenTerry M. KaltenbachNorman W. KamerowKathleen M. KaneFrank J. KarpackGeorge W. Karr, Jr.Hratch KasparianShawn F. KelleyTroy B. KemelgorStephen C. KernaghanRobert H. KerriganHelen O. KhoJenny KhoAlan C. KiferJames H. Kihneman, Jr.Garry D. KinderJennifer L. KlineWilliam S. KochSteven H. KosnickKeith B. KronenJames K. Krueger, Jr.Michael J. KrupinTheodore T. KurlowiczJeffrey R. KurtzBruce A. LafferreKen LamDavid F. LauM. Kevin LawhonBobby L. LaymanRonald B. LeeCraig W. LemoineLeon L. LevyStephen F. LibbyJames L. LiddyDavid A. LittellShi Yan LiuJoseph D. Lopresti

Kevin LynchJohn H. MackayWilliam E. Mahoney, Jr.Michael J. MaletteriSteven C. MannebachThomas B. MartinJack D. MatthewsP. Gerry MaurerMichael V. MayAnthony T. MazzeiPeter J. McAvinnDavid C. McAvoyBrian W. McClureJohn G. McCuneStephanie McDonaldEdward M. McEvoyTimothy P. McFaddenTeresa C. McGuckinWayne O. McHargueAllen C. McLellanRobert A. McLoughlinMichael J. McNeilDavid L. MeadGregory W. MeahlDexter M. MeansJames E. Meeks, Jr.Donald H. MehligJoseph F. MeierBradford L. MeigsGary S. MelnickJoseph J. MeloneRonald B. MerryCarl W. Middleton IIIJoseph M. MilanoBenjamin B. MillerFrank H. MillerKevin E. MillerNorman B. MillerDavid D. Mirabito

Kenneth C. MlekushChristy A. MoberlyJoseph R. Monk, Jr.Joe P. Moore, Jr.James G. MorganDan MorianNina M. MulrooneyTimothy M. MulroyWilliam T. MulroyJ. Hobie Murnane, Jr.David M. MurphyMark B. MurphyDavid L. MussehlYuka Nakahara-GovenDominic F. Nappi, Jr.E. William Nash, Jr.Linda S. NeedWilliam J. NewmanRichard T. NolanGlenn L. NolandC. Bayne NorthernWilliam T. O’DonnellThomas O’HareThomas J. O’HarenEric S. OlsonKevin B. O’NeillJames M. OrtenzioLorraine M. PadillaRoderic W. ParkerHandan PasquierMichelle PedigoBradley A. PeeteNathan M. PerlmutterAlan E. PetersW. Harold PetersenMary C. PhelanRonald D. PiccininiA. Duer Pierce, Jr.Richard J. Pinola

Robert K. PisarraJames E. PlocherMatthew J. PlocherJayson M. PoloKaren D. PooreStephen M. PottsRobert W. PowellWilmer S. Poynor IIIJonathan J. PrattFrederick W. Prelle, Jr.Alan PressMichael E. PritzlCharles R. PruettCraig L. QuinlanMary R. Quist-NewinsTimothy E. RaddenJoseph R. RadovicParthasarathy RajagopalanJack C. RaskinRichard L. RawlingsJeffrey D. ReeterRichard M. ReillySue ReinWilliam G. ReynoldsJ. Daniel RiversSumner RodmanArleen RomeroM. Michael RooneyRonald S. RosbruchHoward M. RosenblattDavid R. RubinowitzJason RuckerMatthew T. RussoDavid E. Sams, Jr.R. Philip SarneckiJoseph M. SavinoH. Thomas SaxonChristopher SchellMitchell I. Scher

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New York City Luncheon

T his past September, several Board members hosted a luncheon at the Harmonie Club in New York City for alumni and friends of The College to hear Dr. Barton provide a “State of The College” address. Several dozen attendees heard about exciting new curricula in development and state-of-the-art, long distance, on-demand, internet learning platforms available to our students today.

The luncheon was hosted by College Trustees Susan Cooper, CLU®, ChFC® and Mickey Rosenzweig, CLU®, ChFC® and Foundation Directors Anthony Domino, Jr., MSFS, ChFC®, CLU®, CAP®, Bud Schiff, CLU®, Joel Shapiro, MSFS, ChFC®, CLU® and Paul Vignone, CLU®, ChFC®. Dr. Barton has emphasized that he wants to enhance personal contact and dialogue with our alumni and friends to help shape the future of The College. The guests were extremely engaged with genuine interest and commitment in this process.

Sy Sternberg, CLU®, retired President and CEO of New York Life and Jim Nemec, CLU®, ChFC® of Northwestern Mutual, our 2010 President’s Circle Co-Chair.

Anthony Domino, Jr., MSFS, CLU®, ChFC®

CAP® (middle) and other alumni.Joel Shapiro, MSFS, CLU®, ChFC® (back left) and other alumni.

Gregory L. ScherschelJayne N. SchiffJohn A. Schilt, Jr.Arthur P. SchneiderLinda SchoenthalerJoy L. SchrederJohn C. SchriefferColleen A. SchuenemanRalph W. SchulzJohn P. SchwanWalter J. Scott, Jr.David A. ScottMichael F. ScovelBobette G. ScribnerDavid SeagerEugene J. SeamanRobert SeeryAdam SeidenBrad P. SeitzingerR. Graham SelfStanley E. ShearerPeter M. ShermanWalter J. ShieldsSteven M. SilvermanCarra J. SimmonsRandall SkrabonjaMarsha H. SlaterMichael E. SlatteryRobert O. SmithNikki L. SorumMichael H. SpencerDenis SpizuocoScott L. StantonPaul J. SteffenShirley P. SteinmanThomas P. Stephens, Jr.Glenn E. StevickArlene StewartEugene H. Storms

Claudia H. StowersPeter F. Striano IIIDaphne C. StroudFernando SuarezJohn E. SullivanF. Gib SurlesStanley B. SworskiDerek J. TammStephen C. TargetStephen D. TarrJohn R. Telich, Sr.Michael F. TewsScott P. TheodoreAllen F. ThomasJill ThomasWayne E. ThomasMichael E. ThompsonKenneth R. ThurmondJohn V. TibenskyPaul TorresDennis L. TravisRobert L. TrippelAlessandro J. TroncoH. Scott TrotterMichael TuccilloLeo C. Tucker, Jr.James T. Turner IIIMichael VanelliMacklyn M. VannMary C. VarnerMerle E. Varney, Jr.William R. VerhagenPeter J. VogtWilliam C. WallaceStephanie A. WalshWilliam T. WalshPatrick R. WarrenVirginia E. WebbClifford S. Webster

Robert J. WerneckeJames E. WhistlerGeorge Wickstrom, Jr.Tera S. WigginsJill WilliamsChristopher WoehrleWalter J. WoerheideScott A. WolfRachel M. WoodDavid F. WoodsJonathan L. WooleyJames R. Worrell, Sr.John W. Wright IIMichael R. Wright

Alice A. WuAnnie L. YungT. Scott ZachDavid G. ZickEdward J. ZoreThomas R. ZuggerJeffrey Zuzolo

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Individual Gifts in 2009$1,000 to $1,499Dixie L. AxleyJohn T. BaierHoward J. BlattDavid M. BriggsRobert P. BurkeDavid M. BurstinDominick V. CianciottiThomas J. CohnRandy CowellMichael W. CramerJames P. CrokePatrick A. DiCerboChester A. Duke, Jr.Gregory W. EdwardsKevin C. EichnerDonna L. EllenbergJulie A. Fabsik-SwartsJames B. FindleyDenise FlanneryLawrence T. HerrigJerald R. HinrichsStephen HoltJason L. HoozMadeline JanowskiBryna A. KanarekRobert F. LeonardMarilyn P. LewisLarry T. LondonL. Karsten LundringMartin F. PalumbosLaurence PetersLarry R. PikeJacob PilibosianMichael SarverFrank J. ScarpaDon R. SchaeferNeil J. SeamanHarriet M. SloaneMatthew A. SteeleRhonda StewartFrederick H. StittHenry A. Swan, Jr.Joe P. TeagueDavid F. WestHarold L. WilshinskyRonald I. Woodmansee

$500 to $999Frederick M. BachmannLawrence A. BarthJeffrey S. BartonDonald D. BeesonAnita I. BergstenRobert R. BerkowitzDwaan C. BlackBradley H. BoffordVivian Z. Braaksma

Judith BradleyF. James Brock, Jr.Joseph T. BurkhardThomas J. CanaleScott ChristensenSanford L. CohnRandall S. ColeGeorge J. CostakisCheryl D. CreuzotPaul N. CrossDennis P. CuccinelliJohn P. CurryDavid S. DickensonCharles R. DobsonJohn M. DoyleKeith W. ErdahlTerry G. FenwickArthur A. FinkleA. Scott FosterLarry FoutsMark J. FunkPeter G. GanleyJames Todd GentryJesse R. GottliebSally D. HammonsMark J. HannaMichael J. HargisRobert C. HarrisM. Debby HeinAndrew J. HigneyDavid G. HillGurdon HornorTessa IngelBellaria JaramilloDouglas W. JohnsonS. Ross JohnsonJoel H. KabakerScott R. KieperJames V. KingRobert C. KleinerThomas C. KlotzJoel KoenigGeorge P. KoumoutsosDaniel J. KrauseMarvin B. LangfordNicholas D. LatrentaCarolyn A. LeeRonald H. LesieurTerry K. LewisRobyn P. Lewis-OglesbyRobert D. LowreyDennis J. ManningPatricia L. MathiasCurtis L. MatlinRoss MayerMeridee J. MaynardGerard McCaffreyJoseph C. McGee

Michael J. McLaughlinRichard F. MichaelConnie G. MorrillBuhm J. NamKristin A. NordahlJohn L. NormanKathie H. OkunCheryl R. ParkerCharles R. ParksLyle R. PaulKenneth W. PetersenBrian G. PetrandoRichard A. PopeJohn M. QualyDavid K. ReiterEdward G. Reynolds, Jr.Richard T. RomanoDavid M. RossettTheresa B. RoysterPaul R. RussellTerrell H. SachmanMorris A. SilvermanGary R. SitzmannAdam C. SloaneDavid SloaneMichael A. SmithJack R. SoderlundDean P. SterlingPatrick StollCarlos F. SuarezCharles S. TauzinJanet I. TelichCharles M. ThurmanHumberto TorresEdward R. TroyJeffrey M. VallePatrick R. VivierLester C. VonLosberg, Jr.Marlin D. WellsWayne WhittemoreLawrence WienerRichard D. WilsonLesley WinstonRobert Zaniewski

$250 to $499Sheri L. AdamsF. Edwin AdkinsScott D. AlfordRobert L. Allen, Jr.Judy D. AndersonArthur J. AndreoliSharon K. Andrew-RitterJill ArowestyGordon M. AtchleyDaniel L. AustinDavid E. AyresJames J. Azzarello

Fred T. BadynaVernon G. BakerThomas J. BanksDaralee S. BarberaDarrel C. BargerKarl Y. BarskeRobert W. BarthPaul K. BattMary Ellen BayleyJohn D. BeckerJohn N. BeckeyGary S. BedfordPatricia Jo BellPaul C. BennettRobert BensonMike D. BentzDonald R. BerkeyJohn A. BeyerScott W. BinghamKenneth R. BlackmonThomas G. BlairKeith E. BlakemanAlan H. BleckerJoe K. Bledsoe IIIFredric R. BocceriStace C. BondarThomas E. BonhagBen L. BoninJames K. BoylesStephen J. BradyShawn M. BragdonWayne E. BraggDavid M. BrennerWilliam H. BrockmanJason E. BrooksJohn S. BrooksPhillip F. BrooksFrank A. BrownMonica E. BrownGregory P. BurrellMichael A. BushMichaelene J. ButlerJohn R. Calvert IIICharles T. CanningSteven K. CarlsonMarianne E. CarterThomas CataldoJoelle A. CergeJohn C. ChanasAlan M. ChaseDavid M. ChavezKristin L. ChionchioRoland J. ChoquetteJohn ChristopherCraig S. CiarlelliLarry ClarkWilliam R. ClarkJames M. Clary

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scholarship fund for members of armed forces

he Board of Trustees of The American College has approved a Veterans Scholarship Program that will provide tuition support of nearly half-a-million dollars to honorably discharged veterans of the United States Armed Forces.

The tuition assistance will begin in 2010 for veterans who have a financial need, and who demonstrate the interest, capability and professionalism to succeed in a financial services career. The scholarship money will be available for both master’s degree programs and all designation programs. Aid will be in the form of full and half scholarships, based upon financial need.

Over the next decade, the number of personal financial advisors is expected to grow by 41%, according to the U.S. Bureau of Labor Statistics. Your College is committed to a leadership role in attracting and educating the next generation of financial advisors.

Fred Jonske, President and CEO of M Financial Group and a member of The College Board of Trustees, emphasizes, “Service is a core value of The American College, and in light of our name, it is only fitting that we create opportunities for those who have given of themselves for the benefit of all Americans. By extending The American College’s educational outreach to veterans through our Scholarship Program, we show our respect for their service and establish a path for them to continue serving their fellow Americans. The College will also benefit the entire financial services industry by supporting individuals who have demonstrated integrity, leadership and a commitment to enhancing their knowledge and professionalism.”

T

Fred H. JonskePresident and CEO of

M Financial Group

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Individual Gifts in 2009

Co-Chairs of 2009 President’s Circle

James J. Meehan, MSM

Creative Financial GroupNew England Financial(A MetLife Company)

Timothy E. Radden, CLU®, ChFC®

Northwestern MutualFinancial Network

Northwestern Mutual

Penn Mutual

Phoenix

Union Central

Guardian

John Hancock

MetLife

N.E. Financial

New York Life

The College wishes to thank the following companies that conducted President’s Circle campaigns:

Charlene D. ClaytonGreg P. ClearySamuel B. CohenLyle H. ColeLarry D. CollinsDonna H. ComerGordon E. Conwell, Jr.Boyd A. ConzemiusHugh S. Coonrod, Jr.George T. CoxJohn G. CraddockPeter B. CraneMark CrowleyJeffrey M. DanielsR. Scott DarrahJeffrey L. DavisBeth L. DealTeresa F. DeBruinS. Eugene DekichJohn F. DeMinicoLeah E. DennisCharles G. DeNormandie IIIThomas A. DeWerthRobert W. DixonThomas T. DoanAnthony J. Domino, Sr.Steven H. DomskyJohn W. DonaldsonDebra DoncovGerard V. DoughertyPatricia A. DruckmanMike DruryJason K. DuboisThomas G. DufresneJames C. EhrichJason A. EliasonGranville A. ElliottJohn C. Ellis, Jr.Douglas J. EmeryJeffrey D. EngeboseRiley O. Etheridge, Jr.Richard F. Etling

Paul S. Faidley, Jr.Eugene B. FambroughAnthony M. FauciCharles B. Faulconer, Jr.Tony FelicianoMichael J. FergusonKenton L. FervidaPatrick J. FilletteJames A. FischerMichael L. FitzgeraldDennis FlahertyScott A. FligelNancy A. FloggeJames T. Flynn, Jr.Robert G. FlynnLisa M. ForbesIan FreemanTimothy J. FreemanD. Jay FryeArthur R. FuJoan A. FuscoT. Anthony FuscoFrederic S. GaberPeter A. GainesKenneth G. GallacherDavid R. GardnerStephen J. GarryMarie J. GasserGary L. GentzlerConnie L. GerbaCampbell T. Gerrish, Sr.Thomas E. GilliamRobert E. GladdenEric R. GladePeter E. GladitschSteven C. GlennStephen P. GoldermannNathan GoldwasserLisa GordonDavid M. GreenleafGordon R. GroshongPatrick J. Hagan

Thomas W. HaistenMarcus W. HamiltonEarl R. Hamm, Jr.David L. HardingerMartin F. HendersonDonald J. HerzogP. Isis HeslinPeter F. HibbardTimothy L. HickersonFred HillDonald R. HillierEdward D. Hinds IIIThomas M. Hodell, Jr.Sharon A. HoffTim H. HolladayMatthew J. HolleranJason P. HollowayRussell Y. HootaBrent D. HopkinsThomas E. HornRonald W. HornungJohn A. HorvathHoward A. HuckinsJoe T. Hudson, Jr.Jason M. HuffAllen M. HughesJames V. HuntThomas A. HuntEric HutchinsonDebbie W. HyattMichael J. IrvingMark M. IsackMark B. JacksonGeorge A. JacobsCharles JacobyJohn R. JaggerDavid J. JamisonMichael A. JenacovaJerome B. Johnson, Sr.Robert B. JohnstonC. Sherfy JonesChristopher J. Jones

Daniel B. JonesDon M. JonesScott West JonesDavid P. JordanKristy R. JordanDarin JuenkeDivisha KapurKurt A. KechelyElyse S. KellertJean M. KellyWilliam H. KellyCharles A. Kerwood IIIBarbara S. KidwellRobert E. KileyBrent D. KinetzDonald F. KinnestonMortell D. KinserRaymond E. KiszelyRandall G. KnowlesJames F. KochheiserKurt R. KoehlerMaria C. KondrackiSakiko KonoWilliam H. KoptisJohn J. KosinskiBarry KozakMichael J. KraftDale W. KramerRyan J. KramerDennis C. KrolBernadette L. KruegerRyan D. KruegerJohn P. KrusacDavid J. KrystelKathy P. KueiderAdolph W. KunenPaul M. Kuveke IIIJonathan B. KvasnikMark A. LandisJohn H. LangdonSteven F. LapaGregory C. LaValle

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Planned gifts Make a difference

James P. “Polly” Poole, CLU® Generous Donor

The late James P. “Polly” Poole, CLU®, who passed away on January 7, 2009, was a prominent leader of The American College over a four-decade span starting in 1961. His leadership and legacy at The College continues today thanks to a very significant bequest of $200,000 that he left to The College in support of the 21st Century Endowment Fund.

Polly spent his career as a Guardian Life agent in Atlanta. He returned from serving as an officer in the Navy in World War II and was convinced by a friend that the life insurance business was right for him. He was extremely successful in the industry and rose to leadership positions in most of the prestigious organizations serving the life insurance profession.

Polly was a Trustee of The American College from 1961 to 1964. He later served as a founding director of The American College Foundation and was instrumental in establishing the 21st Century Endowment Fund.

Polly was a member of the MDRT for 51 years and a charter member of the Top of the Table. He also served in numerous leadership positions at AALU, including president. Polly was quoted as saying, “The insurance business is the greatest paying hard work in America. It’s one of the few businesses where on little or no capital investment, you can build a highly profitable business for yourself – provided you are willing to work.”

Polly’s gifts during his lifetime placed him among our elite donors. His bequest serves as a tribute to his legacy of commitment to professional education at The American College.

Harold CaplanGifts of Charitable Gift Annuities and Charitable Remainder Trust

An insurance agent, who in the early days of his career took a streetcar to client appointments, died this year at age 98, leaving a $430,000 legacy gift to The American College.

Harold Caplan had a remarkable 70-year-long career as a dedicated New York Life agent during which time he qualified for the Top Club and Council nearly 60 times.

“I am sure that your clients and your friends at the Constitution (Philadelphia) office are quite sad to see you leave the business,”Sy Sternberg, CLU® former President and CEO of New York Life, wrote to Harold in 2003 on the occasion of Harold’s retirement. “However, they can tell everyone that they had the good fortune of knowing a ‘New York Life legend.’ Becausethat, my friend, is what you are, now and forever.”

Caplan’s devotion to The American College and its mission of exemplary professional education was no less extraordinary even though he never earned either a designation or a degree from the institution.

Harold became very interested in long-term care coverage and the importance of educating producers through courses offered at The College. With the assistance of a friend, John Nestel, CLU®, ChFC®, another New York Life agent, he established a charitable remainder annuity trust naming The College as the remainder beneficiary. The proceeds of the trust are designated for long-term care education. In addition, he had four charitable gift annuities with The College. All of these planned gifts were executed in the last ten years of his life.

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Knowledge Summit Highlights

Pat and Lou DiCerbo, LUTCF, CLU®, ChFC®, Kathleen Kennedy Townsend, Mary and Bob Plybon, CLU®, ChFC® and College Chief Marketing Officer Jack Hondros, CLU®, ChFC®, CASL® revelling at the President’s Circle Dinner.

W. Harold Petersen, RHU®,

President’s Circle member since 2004.

Peggy Noonan, Wall Street Journal columnist, spoke on Washington political dynamics.

Nancy Morith, CLU®, CASL®, led a CE session on long-term care.

Over 1,000 attendees packed the Boston Park Plaza for Commencement.

Robin and Joe Sparacio, CLU®, CLF®, LUTCF, Managing Partner of MassMutual, President’s Circle member since 2004, with Dr. Barton.

Chris Blunt, EVP of New York Life, speaking from the main platform.

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Trustees Jim Bouterse, CLU®, ChFC®, LUTCF and Peter Golato, CLU®, ChFC®, SVP of Nationwide Financial, share a moment with Dr. Barton.

Lee Bethel, CLU®, ChFC®, REBC®, RHU® has been a President’s Circle member since 2002.

Rick Santelli of CNBC delivered the Engle Economic Security Lecture.

Senior Executives Speak Out: Yes, We Have Something to Say! Left to right: David Woods, CLU®, ChFC®, LUTCF, of MassMutual, Edward Rust, Jr., CEO of State Farm, Governor Frank Keating of ACLI, Eileen McDonnell, EVP of Penn Mutual, John Greene, Jr., CLU®, ChFC®, President-Agency Distribution, of Prudential.

Peter Lynch, Fidelity Investments legendary investment guru, placed the economic crisis in historical perspective at the 2009 Knowledge Summit in Boston.

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RMCRetiRed ManageMent Club new YoRk lifeof

T he Retired Management Club (RMC) of New York Life has been demonstrat-ing leadership to The American College for many years. The RMC was established 15 years ago by a handful of retired New York Life managers, and their ranks have swelled to 150 members. The RMC members believe that it is important for them to create a legacy filled with purpose for their organization.

Their original philanthropy funded scholarships to New York Life agents enrolled at The College. Two years ago, they decided to channel their funds to support a summer internship at The College. This past summer, The College hosted Coleen Cavanagh as the intern sponsored by the RMC Scholarship Program.

Colleen contributed to the alumni affairs efforts and offered her testimonial about how she was enriched by this experience. She candidly states, “As far as my professional goals are concerned, my options are open. The American College allowed me to see that there are many opportunities available to me. One of them is clearly the financial services indus-try. After completing this internship, I do see myself pursuing a career in financial services.”

The American College is truly grateful for the support the Retired Management Club of New York Life has provided to fund the Intern Program.

Coleen Cavanagh, 2009 College intern sponsored by the Retired Management Club of New York Life.

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Individual Gifts in 2009Jeffrey R. LayneKenyon L. LedererAnn T. LehtinenJames B. LeningJohn Jay LenzJoshua LernerBrian W. LiechtyDavid J. LionettJoseph P. LombardiRobert E. LongPatrick B. LoughWilliam G. Loventhal IIICharles S. LurieDavid R. LyonTroy G. MacalusoDavid P. MaddockJames R. MagazinerJoseph J. MarinaccioWilliam P. MarsagliaBoki S. MarshallWilliam P. MarshallJames D. MasonDavid A. MasseyJames M. MaukSteven J. MaynardJohn F. MazzolaRussell T. McAlonieWilliam J. McFaddenJ. Todd McFarlandDaniel J. McGeeverThomas W. McGovernKevin M. McGradyPatricia K. McGrathPerry C. McGriff, Jr.Thomas P. McGuireKeith H. McNeilRonald K. McQueenRobert E. MessingerCynthia MeyerBarton G. MillerBenjamin R. Minard, Jr.Julie A. MirskyGlenn C. MooreTimothy F. MooreDana J. MorckAntonio L. Moreno, Jr.Kristopher S. MortonBruce M. MozinskiWesley J. MummPaul A. MysliwiecMartin E. NallMark J. NapolinDonn S. NatoriDonald R. NeildDavid M. NelsonCharles J. Newman

Alan P. NiemannCarl G. NobleAndres S. Noriega, Jr.Gary R. NuccioJoseph J. Oakes IIIDaniel S. O’BrienKnut A. OlsonBrenda L. OutlawLysa B. PacheElton C. Parker, Jr.Salwyn M. ParkerEric R. PattersonDale E. PayneL. Howard PayneArlin L. PennerMichael A. PerryThomas L. PetersonRaynold T. PetrocelliJennifer S. PhelpsPaul M. PistilliScott A. PlamondonSteven R. PlattSteven A. PlewesGlenn H. PlotkinRichard L. PoitrasBrandon K. PopeElaine M. PotashJeffrey M. PowerMary A. PowersPaul PradelRajendra PrashadRobert M. PrestonJames F. PriolettiEileen J. PrusDavid E. PuntPeter J. PurcellErika R. PuzikMichael QuinlivanChandru S. RamachandranPeter A. RaskinWalt ReepGerald B. RexJohn F. RippingerBryan D. RobertsKatherine K. RobinsonJessica L. RogersonPhilip F. Rongo, Jr.Andrew D. RosenbaumRichard L. RosenbergRandall A. RosenkransJoel A. RovnerGary D. RowcliffeCharles F. Rowell, Jr.Anne M. RubeoThomas H. RuggieTimothy C. Ryan

Daniel R. RyelKeith J. RyniakMerlin P. SantjerJames P. SarafinMichael E. SbonikKenneth E. SceeMatthew W. SchlaepferJames A. SchlesingerMarion B. SchrempNichole V. SchurrAndrew T. SchusterRobert H. SchwedtmannAnderson H. Scott IIMichael G. ScottAllen F. Secor, Jr.Mansukh J. ShahWilson H. Shepherd, Jr.Peter J. ShevlinFrank F. ShippJoe J. ShoemakerStephen J. ShorrockJean C. ShowalterWilliam A. SimpsonGary D. SirakRoger W. SkinnerEmily-Sue SloaneRick K. SlocumDale W. SmithDawn Smith MaloneyShawn D. SmithScott G. SparksGary D. SpeicherKenneth L. SpencerAmy L. SpringHarry D. SpringVera Jo SpringerJohn B. St ClairRoger D. StacySean Stannard-StocktonDavid M. StaufferRonald W. StebbinsGregory L. StineRichard T. Stith, Jr.Edward M. StuartGerald O. SummersWilliam F. Sweeney, Jr.James W. TaitJ. Gregory TaylorMark A. TeitelbaumKerri M. TellierJohn C. Thompson IIIMichael J. Thomson, Sr.William L. ThorpMark ThresherThomas R. TillanderJohn O. Todd III

Richard F. Trasport, Jr.Raymond J. TriplettDylan J. TysonGerald W. TysonBruce S. UdellVadra UnderwoodDon Van Der WeideRussell W. VanderSteegJeffrey W. VanGilderKeith A. WaibelMark D. WalchDennis C. WaltersR. Chuck WaughJohn F. WaylandDonald D. WeastEdwin WebberE. Lynn WeirichDavid S. WeissThomas H. WelchJohn G. WellsLarry A. WestRobert H. WestGary L. WhetzelDavid A. WilhiteNorbert B. WilkeningDeborah S. WilliamsA. Rhodes WilsonVernon R. Wilson, Jr.Brian P. WinfieldJan WiseWalter E. WisniowskiTerrence L. WolfMary WongCharles E. WoodburyRichard A. WoolfAllen O. WrightSamuel G. WurtzelWinston W. Wynne, Jr.Gary C. YanagiharaJames S. YoungJoe D. Young EstateMichael G. Zorio

$100 to $249Leanne ActonJoseph W. AdamczakC. Merediethe Adams, Jr.Stephen T. AdkinsDudley C. Aist, Jr.Alexander Albaladejo-SantiagoChristopher A. AlexisMichael F. AllanDavid B. AllenMarvin L. AllenderWilliam E. AllgoodJ. L. Allison, Jr.

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Individual Gifts in 2009

David Woods, CLU®, ChFC®, LUTCF and Phil Cubeta, MSFS, CAP®, ChFC®, CLU®.

resident Larry Barton welcomed members of the President’s Circle to the 2009 President’s Circle Dinner at the John F. Kennedy Presidential Library in Boston as part of The American College’s Knowledge Summit. This spectacular, black-tie event included a tour of the magnificent national treasure.

Kathleen Kennedy Townsend, former lieutenant governor of Maryland and a Trustee of the Kennedy Library, was the keynote speaker of the evening. The College thanks Mary and Bob Plybon, CLU®, ChFC®, who were our gracious dinner sponsors for the gala.

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Sarah P. AlspaughJoseph S. AmbroseRalph Antolino, Sr.Ralph Antolino, Jr.Wilkins K. ArnallPhilip D. AtesRichard P. AtlasEdward C. AubleOdon L. Bacque, Jr.David S. BahnickDenise A. BaierBruce J. BakerDavid L. BakerBarry D. BallietPaul R. BarbinR. Lamar BardenCorey L. BasehoreThomas P. BasileRoland J. BasinskiJoseph M. BassettWilliam G. BatemanWilliam D. BaxterJ. Michael BaylineGeorge J. Beddie, Jr.Richard L. BenderPaul C. Benedict

V. Stanley BenfellMichael D. BensonWalter B. BermanLodie V. Biggs IIILouis B. Bigler IIIDouglas W. Bird, Jr.John J. BlackJohn D. BlackburnSheldon BlankRoger A. BlumencranzMichael M. BlumenfeldRoger H. BlytheEdward H. BobbittPaul E. BodamerAndrea K. BoehmerRichard D. Bond, Jr.Walter T. BoninAndrea G. BorgiaStephen A. BorklundLee D. BoskoMichael S. BoullionFredrick W. BowmanRichard E. BoydDavid G. BoykinM. William BramleyBrian P. Branda

Joyce F. BreinerRodney A. BreyerWilliam L. BriggsSydney P. BrittGerald J. BroadhurstAlan G. BrodieO. Baker Brooks, Jr.Kathleen A. BrostEric D. BrotmanCharles A. BrownLee B. BrownRobert BrownTed H. BrownTommy B. BrownJanice C. BroxtermanSeldon C. BrusaJ. C. BryanLarry J. BuessingKevin F. BultmanSheila J. BurkeWendy J. BurnetteRaymond M. Burnham IIThomas L. BurtRalph S. BurtonStephen R. BuxtonCecil D. Bykerk

Monte C. ByrdDaniel A. CaldwellLeslie S. CalkinsM. Colleen CallahanMichael A. CallahanJuan E. CallesDale L. CammonAlbert M. Campbell, Jr.Douglas J. CampbellWilliam F. Campbell, Jr.James V. Capuano, Jr.Walter M. Cardinet, Jr.Jerry G. CareyDaniel J. CarlbergPatricia A. Carli

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Dr. Barton and Mibb Browne, wife of Foundation Board Director Peter Browne, LUTCF.

Jen and Todd Schoon, JD, CLU®, ChFC®. Todd is the new Vice Chairman of the Board of Trustees and Senior Vice President-Agencies, NorthwesternMutual Life Insurance Company.

Pat and Lou DiCerbo, LUTCF, CLU®, ChFC®. They have matched President’s Circle gifts made by faculty and staff of The College since 1999.

Gregory W. CarltonKelli J. CarmichaelDaniel P. CarmodyLarry S. CarpenterRonald H. Carr, Jr.Declan J. CarrollV. Perry CarterNicholas CavaRobert D. CavanaughPatricia T. ChafinStephen C. ChambersPeter S. ChanMichael A. ChaneyJames C. ChaseSheila S. ChauMing Min ChenHerbert L. CheskisDaniel E. ChildressPhil Pyongchil ChoIsaac W. ChoyRoger B. ChristensonMargaret Ann ChristiansenPandelis P. ChryssostomidesBurman ClarkRobert W. ClarkPaul K. ClarkinLarry C. ClaytonRalph ClemmerBarry W. Click

Donald E. CloughFranklin N. CochranCarlton L. CoffeyEdwin R. CohenJack CohenMichael D. CohlerConstance CohrtDavid A. CoinerJuan A. ColaoMichael W. ColbertGordon T. ColburnRonald R. ColemanPatrick J. CollinsRonald S. CollinsStanley L. ComptonWilliam T. ConinePhilip J. ConnellWilliam H. ConnellyGerald F. ConwayMichael O. ConwayRodney M. CookGlen W. CopeMichael R. Coppola, Jr.Glen A. CoralJames J. CorbettStanley B. Corey, Jr.Brendan M. CostelloJoseph E. CouchAlbert G. Cowell

David E. CoxKevin W. CoxKenneth P. Coyle, Jr.Robert E. CrandallJohn A. CrawfordPatric R. CreamerBob H. CrosswhiteNeil M. CubberleyThomas P. CunninghamEdward J. CurtinJoyce E. CurtisJack A. DaigleCharles E. DaileyJoseph R. D’AlessioVenkaiah DamaWalter E. DanielWilliam H. DanielRoy G. DanielsCharles E. DanishCarter F. DavenportMax E. DavenportHarold R. DavisJeffrey B. DavisKenneth E. DavisPaul W. Davis IIIRalph Davis, Jr.Richard P. DavisFrederick J. DawsonJohn R. Dean

John M. DeBorde IIIMalcolm D. DeckerRobert F. DeckerJames F. DeLayJohn DeMariaJohn D. DempseyPatrick A. DempseyThomas A. DenhartCandice W. DettloffJoseph A. DiBlasiThomas J. DiceRobert L. Dickey, Jr.Brian M. DiercksC. Raymond Dietz, Jr.Daniel L. DiFiorePaul DiGiuseppeWoodrow W. Dill, Jr.Susan M. DingleSharon S. DobbinsLee A. Doble, Jr.Daniel W. DobsonDeloria L. DoeDiane E. DonohueJoseph DonovanHoward J. DouglasJohn W. DowlerLee J. DoyleDudley D. Drake, Jr.Delmer A. Dreyer

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Thought Leaders he American College strives every day to maintain its pre-eminent position as the citadel of knowledge and thought leadership in the financial services industry. Our faculty is indeed without peer in their academic fields.

Connie Fontaine, JD, LLM, CLU®, ChFC®, the Larry R. Pike Chair in Insurance and Investments, has recently been elected into the Estate Planning Hall of Fame and awarded the Distinguished Accredited Estate Planner by the National Association of Estate Planners and Councils.

Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, Associate Dean of The College, has revised and edited two texts for the LUTC/FSS curriculum, Foundations of Financial Planning: The Process and Foundations of Investment Planning.

Tony Catanach, Jr., PhD, Associate Professor in the School of Business at Villanova University, has been named to the Cary M. Maguire Fellowship in Applied Ethics within the Center for Ethics at The College. The Fellowship is designed to support an individual who is doing work at the interaction of theory and practice, generally in the area of effective, meaningful disclosure with special emphasis in the area of accounting.

Phil Cubeta, MSFS, CLU®, ChFC®, CAP®, is the Sallie B. & William B. Wallace Chair in Philanthropy. Phil proffers a distinctive philosophy that embraces a values-based, financial planning dialogue with clients to encourage philanthropy.

Craig Lemoine, Assistant Professor of Financial Planning, taught and updated the comprehensive case study courses (both in the Huebner School and the MSFS program), as well as Financial Planning: Process and Environment. Craig was also featured in The Wealth Channel® Magazine, Journal of Financial Planning, Journal of Financial Service Professionals and Brokersworld magazine.

T

25

Individual Gifts in 2009

Assistant Professor and Associate Dean Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®,

President’s Circle member since 2009.

Professor Constance J. Fontaine, JD, LLM, CLU®, ChFC®, President’s Circle

member since 2004.

James F. DriscollKirk P. DrydenWilliam B. DuaneRobert P. DucatoR. Damian DuFourRobert P. DuganHampton H. DurbinJohn W. DurkotaVincent DursoPaul F. Duval, Jr.Stephen C. DyballGary L. DziubekGerald F. EastmanDavid C. EatonJane S. EddyRobert B. EdisonMark H. EhrenreichEric M. EigherPatricia M. EisenhauerR. Ross ElliotDonald B. ElliottJohn C. EndicottJohn C. EndrissRonald L. EngelJudith M. EppichRoberta EpsteinJames F. FanningA. William FarrisRonald L. FashStanley H. FeddersenMarshall T. Ferguson, Jr.Robert J. FernsJ. Thomas FifeNicholas A. FilingA. Kenneth FineFenina M. FinkMark R. FinleyMyles R. Firey, Sr.Mary Jane FischerCarmen T. FishAlexandr E. Fisher

Danny H. FisherJed A. FiskBarry D. FlaggHershel W. FlanaganJohn E. FlanaganRobert M. FlayhartDavid S. FleckerJames P. FlemingStanley J. Fleming, Jr.Daniel A. FlickJeffrey B. FlowersRudi T. FloydPaul FoleyRandal E. FordWilliam R. FordMary E. FortFrank A. FosterRoland G. FournierLaura M. FourrierDavid G. FrankGary S. FrankHerbert V. FriedmanHoward J. FriedmanWilliam C. FritzAlan L. FryGregg T. FujimotoLawrence J. FullerMark T. GagenRodney GagneKenneth W. GallagherPaul M. GamesMary Beth GardnerG. Russell GarnerSteven J. GarryNancy J. GartonMarlene L. GatesJohn M. GauperRoderick L. GeerCheryl A. GentryCindy V. GentryErnest T. George III

Gregory H. GerewCharlotte J. GhazarianMarshall W. GiffordRobert E. GillespieMario A. GiovannucciRita GladstoneMarion B. Godbold, Jr.Joseph A. Godfroy *William L. Goggans, Jr.Ellen S. GoldenM. Riggs Goodman, Jr.Richard B. GoodmanSandra E. GoodsteinLawrence GordonStephen J. GorskiConstance A. GowenScott A. GrandmontBruce P. Gregg, Jr.John G. GriepPhillip D. GriffinWilliam E. GriffithArthur J. Grossman, Jr.George C. GrowThomas C. GuebertGregory J. GuinaRichard A. GurdjianDavid F. GwynnRichard K. HainesThomas D. HainesKenneth W. HallJames D. HallettKristine E. HallmarkCharles T. HamiltonJohn M. HamiltonCheryl P. HammerVernon H. Hammond, Sr.John E. HanceWalter K. HannemannRichard A. HansenRoderick P. HansenEdwin C. Harbuck

James W. HardenWayne R. HardyRobert E. HarpenauDennis G. HarrelsonBoyd G. Harris, Jr.Barry D. HartWilbur W. Hartshorn, Jr.George W. HasseBonnie J. HastingsStephen P. HattenMark W. HavanecJames A. Hayden IICarol T. HayesDouglas R. HeadLynn M. HedrickSandra E. HendersonWarner A. HendersonRobert S. HendrixEarle W. Henn, Jr.John C. Hensley, Jr.John M. HerbLarry L. HerbWilliam P. HerbstRebecca M. HergenroederWalter K. HerlihyGilbert A. HernandezC. Richard HerroldRoger M. HessRichard J. HestwoodJames R. HickeyMarvin G. HicksDennis T. HiguchiRobert G. Hilgerman, Jr.Jo Ann HillMichael J. HillerGeorge Y. HiranoRonald E. HoakArthur B. HodesGary K. HoffmanGale V. HoflandGeorge D. Holland, Jr.

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Individual Gifts in 2009

Above: Eighteen Nationwide agents working toward their Master of Science in Management (MSM) with an emphasis in leadership degrees gathered in Columbus, OH, for Residency I of the program. The five-day session was led by Larry Barton, PhD, President & CEO, O. Alfred Granum Chair in Management and Professor of Management at The American College, and Glenn Boseman, DBA, CLF®, CLU®, Dean, Irwin Graduate School, Roger Hull-James S. Bingay Chair of Leadership and Professor of Leadership at The American College.

Row 1 - Bottom (L-R): Glenn Boseman, DBA, CLF®, CLU®, Gretchen Weller, Gail Chrisley, CLU®, Matthew Parker, David Smucker, CLU®, ChFC®, Larry Barton, PhD

Row 2 - (L-R): Julie Gabbay, Andrew Shapiro, CLU®, ChFC®, Pam Smith, Dee Dee Chadwick, Jon Hufford

Row 3 - (L-R): Thomas Britt, Jon Forbes, John Ogden, Rodney Walthers, CLF®, Andrew Briggs

Row 4 - Top (L-R): Kathryn Pemberton, Curtis Lichtensteiger, Arny Martin, John Northland

George O. HollandRobert R. Holland, Jr.Bruce A. HollidayKenneth W. HollmanBarbara B. HollowayJohn S. HolmanKurt S. HolmsteadDonald HolzhammerJohn W. HomerRobert F. HopperJohn E. HorstmannLeslie T. HoshideWalter E. Hossfeld, Jr.John R. Howard, Jr.Peter K. HowardRobert E. HoytPerry G. HudspethJames C. Hulsey, Jr.William O. IkpiBarbara K. Ilvento-FischlerJohn F. InfantiAlbert C. IovinelliAlfred G. IrishAbdul Alim IssaFrank M. JacobsHolly JacquesEdward S. JamiesonDavid L. JensenReginald L. JensenThea A. JohnsSusan P. JohnsonC. Kevin JonesMarquis E. Jones

Raymond C. Jones, Jr.Robert K. JonesWalter E. Jones, Jr.Booker JosephMax R. JoynerRandhir Singh JudgeJames KageleiryDavid L. KaiserArnold H. KaminerPaul D. KaplanShahryar KashanchiStephen H. KasterKenneth P. KatesLawrence G. KatzPaul KatzGerald A. KellyWilliam M. KendrickRoy W. KernPaul N. KiblerBeverly M. KiernanKyle B. KimbroughJuliana H. KingRobert J. KingSharon A. KiniryFrank C. KinterFrank I. KintzleMichael S. KipnissMichael L. KleenKenneth L. KleinschmidtKathleen KnechtJeffrey W. KnightBarbara S. KnottGerald E. Koll

Wayne W. KollasThomas G. KomaraMichael D. KoontzDavid T. KoppaAdron D. KrekelerOtto A. KuehneR. Charles Kuriger IVLindy D. KurtzerBonnie S. LaffieLisa M. LaliberteBart LandauRonald A. LandherrLynn M. LandstromW. Gary LangenhahnLarry J. LatshawRonald D. C. LauLarry L. LauthEloy LealMichael C. LearyDavid M. LeberCheryl D. LeeWilliam T. LeeJoel J. G. LehmanWilliam G. LenlingRobert L. LentzTerrence T. LescoeDaniel J. LeslieBrian R. LessingRobert J. LeugersCharles A. LewandowskiHerbert L. LewisJames R. LewisMarylee Lewis

Scott LewisR. Alan LichtyPaul S. LightcapBarry N. LinkThomas G. Lipscomb IIIT. Coleman LipseyJohn M. LloydBoris LokshinJoseph LolliJohn J. LongThomas E. LootensBeverly J. LoseyMichael S. LouisJoseph A. LucidoJames E. LuhrsWayne LundayLora L. LunnJohn M. LutzClarence W. LybargerLouis J. LyellRichard W. LyonsShawn M. MacDonellDean G. MacherasArnold T. MaedaMichael D. MagataJohn J. MajhanovichCarl G. MammelJeffrey H. MandellJohn R. MansfieldMichael P. MargolinDonald L. MaricleChris S. MartinRichard G. Martin, Sr.

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Master of Science in Management ationwide Financial and American Family Insurance Group have each established company sponsored graduate level studies through The American College’s prestigious Master of Science in Management (MSM), with an emphasis in leadership, degree program. The MSM in leadership is designed to combine state-of-the art theory with practical applications so that the student is equipped with real-world solutions.

Nationwide Financial has 18 individuals matriculating in the program. Peter Golato, CLU®, ChFC®, Senior Vice President of Nationwide Financial, stressed, “We strongly support the value and benefits of graduate level professional education offered by the world-renowned faculty at The American College. The importance of leadership education in the MSM degree represents a core program that Nationwide Financial believes will both benefit the company and help individuals create careers of significance.”

Jeff Bosco, LUTCF, CLF®, MSM, Vice President of Integrated Channels at American Family, is a graduate of the program and initiated the partnership between his company and The College. Jeff said, “Having our sales managers involved in this leadership initiative has been fantastic. This lays a great foundation for American Family’s professional leadership education. It is remarkable how the participants grow and develop as they progress through their studies. It speaks volumes about the quality of the MSM program.” There are 13 American Family managers enrolled in the MSM.

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The MSM encompasses 10 courses offered over a structured 12-18 month, intensive period. The program commences and concludes with week-long, residency courses taught at the respective companies’ location. According to Glenn Boseman, DBA, CLU®, CLF®, Dean of the Irwin Graduate School, “Advanced education is the key to success in today’s competitive marketplace. The MSM in leadership transforms the student’s view of leadership in both their professional and personal lives.”

Donald W. MarxWayne T. MatsukawaMerle MattensonBradley MattsonPeter F. MaunoirAnthony J. MayWard McCallisterPatrick B. McCormickCharles E. McDanielsDouglas S. McFarlaneWilliam R. McGuirt

Walter C. McRaeThomas V. MeagliaJohn R. MensendiekSteven T. MerkelJ. Robert MershonJohn W. MertenSharon R. MerzTimothy J. MeyerJeffrey G. MeyersArno MichaelisMichael A. Milazzo

Charles D. MillerJ. J. MillerLawrence P. Miller, Jr.Maynard L. Miller, Jr.Roland J. R. MinardMichael A. MingolelliIra Barry MohlerJeffrey G. MohlmanRonald D. MohrJohn W. MolyneauxLeonard J. Montanari

W. V. Montgomery, Jr.David M. MooreGregory A. MooreFrancisco Morales, Jr.Mitchell MorerJames M. Morgan IIIBarry G. MorphisAustin R. MorrisDavid L. MorrisKatherine R. MorrisMichael W. Morris

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Individual Gifts in 2009Thomas G. MorrisCarberta A. MorrisonRobert G. MorseDerrick P. MortonRobert A. MosesHarold F. Mowery, Jr.Michael R. MoyerEdward F. Mullen, Jr.John P. MullerSally W. MunfordJohn H. MunleyJerome R. MurphyStephen F. Murphy, Jr.Thomas J. MurphyFrank R. MurrayJohn C. MurrayDonna G. MyersGerald W. NannenMary E. NaplesMaurice L. Naylon IIIJames S. Neff IIRobert B. NeighborMichael A. NemgerAshraf NemriJudith D. NewbergLowell C. Newsome, Jr.Makeda D. NicholsJohn B. NikasDonald A. NoblitThomas NorrisLee P. NortonLester H. NovatkoskiDonald E. OatesMichael L. O’BrienJames W. O’ConnorKodili OdimgbeRaymond J. OhlsonDouglas R. OlesonEvan E. OlsonJames E. OlsonTerrance E. OlsonDanny A. O’NealMichael D. OrrDudley H. OteyRobert J. Pagel, Jr.Tanya D. PagesNicholas H. PalaianMichael L. ParkerRobert O. ParkerFrank T. ParsleyJerome N. PasichowLonnie Howard PasterMichael J. PatnodeTerry N. PattersonBeth A. PearsallLeslie A. PeckEugene M. Peeples IVDennis B. Pellegrini

Larry B. PenleyLee G. PesakoffGerald A. PeterCarl W. Peterman, Jr.Joseph J. PetittiPaul E. PetrollDzung N. PhamMichael J. PhillipsCyril A. PickKathryn J. PickardRobert W. PickardWayne R. PietriJeffrey C. PinkG. Mitchell PiperMark C. PiperBernice M. PittKenneth L. PittmanLewis PittmanSuzanne PopeWilliam H. PopkoJohn S. PowellAlan W. PrattAlfred T. PrinceMerlin K. PritchardCharles J. PriviteraDavid A. ProctorO. Ralph Puccinelli, Jr.John S. PughV. Thomas Purcell, Jr.Michael C. QuilterEdward F. QuintusJeff D. RadivanLawrence H. RagoneBarry K. RakeRonald D. RappCraig C. ReavesLarry ReddenRoger W. RedfieldGerald L. ReedJ. Lynn ReedJohn M. ReedRobert W. ReevesJohn C. ReillyJoseph G. ReillyDale F. RettenmeierRobert E. Rice, Jr.Thomas D. RiffleGeorge J. RippelJohn W. Rittenhouse, Jr.Michael A. RiveraRaymond K. RivettRobert M. RoachLawrence E. RobinsonChad M. RogersRobert J. Rogers, Jr.William W. RogersMichele M. RomanoDeborah G. Rooks

Boanerges Rosario-PerezRichard S. RosenthalCraig H. RoslienLawrence RossRoderic H. RossEdward L. RowellMatthew L. RowlesRobert S. RowndAndrew D. RubinRobert J. RudolfJohn E. Rueth, Jr.Daniel L. RustGilbert M. SabatkaArthur G. SachsWalter E. Sahm, Jr.Richard J. SalvatoreCharles E. Sanders *James D. SandrockJoseph F. SaskiewiczRichard V. SavageBrian S. SavitchAlexander SchachterWilliam J. SchaferDonna N. SchenkPamela S. ScheppeleCharles R. SchlacterRonald S. SchmidtKenneth E. SchmockerDaniel J. ScholzArleen M. SchrankBrian D. SchreckJack J. SchubertMark C. SchulmanLee Allen ScottJohn W. SeltzerRobert A. ServidioDavid W. SewardHarry D. SeybertGeorgene A. Sfraga PanzaPaul D. ShainheitDavid P. ShawJonathan A. ShawDavid A. SheafferDonald L. ShepherdDaniel T. ShiuRobert L. SidellNancy L. SidesRobert W. SidneyAlan SikoraCoy E. SilvisTimothy L. SimsLarry H. SitzerFrank A. SloanLouis M. SmalleBradford H. SmithDenton L. SmithHerbert C. SmithJames M. Smith

Mark B. SmithMichael R. SmithRonald G. SmithWilliam W. SmithMark V. SniderJames E. SollenbergerHoward M. SoltoffJung Ja SongRichard J. SooheyMichael D. SordylEdward Z. SornsteinClay H. Sorrick, Jr.Billy W. SpainJerry D. SparksFrancesco A. SpezzanoPeter L. Sprecher, Jr.Samuel A. StaffordKevin D. StatenAllen F. SteereCharles R. Stephan, Jr.Ronald E. StephensGeorge R. StewartPatricia J. StLegerJo Ann M. StorkDonald L. StrandGuy D. StreveyStephen C. StudleyDavid V. Sweigart IIPaul J. SwensonKristin TabilasRex M. TakahashiJames M. TateJoshua D. TaylorRoger G. TaylorJeffrey W. TegelerTimothy R. TehanFrank D. TehelChristine P.Y. TenbargeJohn L. ThomasKirk A. ThompsonS. Alex Thompson IIIMichael I. TievyDavid N. TinsleyWilliam B. TomkielV. James Tosco IIIStanford B. TowermanDan D. TrinterJeffrey B. TrueJames R. VandersluisC. Donald VanWartTim VeazeyCarol Jean VenturaJohn L. VergaminiHarold W. Vestermark, Jr.Ralph F. ViesonWayne E. VincentDennis G. VisserMelissa A. Voight

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Strategic Consulting

T he College was engaged by Aflac in 2009 to conduct proprietary research and provide insight and recommendations on leadership strategies utilizing the pre-eminent faculty of the Irwin Graduate School.

The College has a broad industry perspective that creates “best practices” models for management and leadership programs. The Corporate Consulting Center at The College works with partner companies to develop customized solutions designed for their specific learning and development goals.

Brothers John, Paul and Bill Amos founded Aflac in 1955, and it is now an interna-tional holding company based in Columbus, Georgia. Aflac offers a broad line of insurance policies to more than 427,700 U.S. payroll groups and insures more than 40 million people worldwide.

John R. VollmerLambert J. VonBankKenneth J. WagnerCarole Wagner-GrauerKeith A. WallaceWilliam M. WallaceHal WalterArlie G. Watkinson, Jr.R. David WatrosJames H. WatsonRichard G. WatsonMark A. WattsJohn B. WebsterStephen B. WechslerJoseph Weinkle

Norbert A. WeisbeckByron J. Welch, Jr.Charles P. WeldeThomas P. WeldenWilliam W. WerberDouglas V. WestallRobert J. WestbrookR. Ray WestfallGail A. WetzorkJohn R. WheelerStephen T. WhippleP. Ruth WhiteWalter R. WhiteA. Sherman WhitneyDavid C. Whitney

R. Michael WhittenburgCurtis R. WiedemanSamuel G. Williams, Sr.James S. WilliamsThomas O. WilliamsWayne E. WilliamsJames W. WilsonJames R. WisniewskiMichael K. WongBurl W. WoodJohn M. WoodallAlbert W. WoodworthTracy T. WordGeoffrey A. WrightRichard W. Wright

Ronald K. WrightKarl A. WunderlichDavid L. YerianRobert B. Yost IIBarry C. YoungSuzanne W. YountJohn S. ZachariasSam S. ZachariasRichard E. ZacharoffNathan ZahnCarl W. ZeidlerJan I. ZennerIrving ZislinJoseph F. Zullo

Individual Gifts in 2009$50 to $99James R. AaronNick Ameli, Jr.Susan G. AppThomas J. ArcherMartin M. ArcureRichard E. AtonKeith W. BagbyLorenzo BaileyMarc M. BaransonFred H. BarberBruce K. BauderRichard B. BeattySteven J. BeckwithJames D. BeehlerRoger E. BennettHenry W. BeuttelPatricia C. BiesemeyerKevin M. BirneySeymour N. BlackPaul A. BlockErich C. BlohmW. Dawson Boone, Jr.Gilbert L. BoxSharon M. BrownHarry Brownfield, Jr.Robert W. BuchananJohn A. BurkeWilliam L. Bush, Jr.Shawn P. BushNorton ByerGlenn H. CampbellMelvin L. CampbellAubrey L. Carpenter, Jr.Jay D. CarpenterRuth C. CarterJames B. CartmillTimothy N. CaywoodJeffrey J. ChapmanJudith F. ChimentiMarian M. ChowJohn E. ChurchBrenda P. ClarkRobert M. CollinsRobert A. CongdonJoseph P. ConnorWilliam S. Conway, Jr.David Creighton, Jr.Jan Crewes-JonesWilliam H. CrouchEugene R. Curry, Jr.Vincent C. DaleyWilliam O. DanielLouis P. Danna, Jr.S. Lawrence DarganJoseph D. DavenportJames S. Day, Jr.Anthony J. DiBernardoRobert J. DiFrancescoJohn J. DiIanniJames J. DinsmoreAllen D. Dixon

David J. DucheneWilliam E. DudesMichael D. DupreeAndrew G. DzurinkoHoward L. EisenbergMichael A. EliaDavid C. EllisKenneth L. EnlowJohn M. EnomotoJohn B. EnsorJ. Mallory EvansWilliam L. EvansEdward S. ExDominick D. FanueleFrank M. FaronAnthony V. FickMark N. FiliceBernard D. FishMark R. FollettSusan Miller FooteDonald B. FrenchKenneth R. FreyAndrew L. FryJorge A. FuentesV. Carl GaconoWilliam T. GalvinMatthew H. GarrowJoanne GearyPaul L. GeraghtyLloyd S. GinsbergTerry G. GlandGary B. GrabowskiDennis R. GreeneKeiko K. GriswoldJoseph A. Haas, Jr.Steve P. HaganFred W. Haid IIISteven A. HamiltonSteven G. HanksDonald W. HardenJohn W. HarrisDaniel L. HartRichard L. HeidemanJames S. HemphillPaul E. HendrenCharles S. HenryNancy P. HertwigJames A. HillJames F. Hoggard IIICarl L. Hokenson, Jr.William P. Horton IIIMargaret A. HouserTracy IrvineStephen IsraelRhoda IsraelovChristopher D. JeffersMariann A. JensenIvory J. JohnsonCharles W. JonesRogers JosephJames T. Kane, Jr.Lieselotte F. Kangas

Hymen KanoffBeth E. KaraffaSteven M. KnutzenLawrence KosciulekCharles W.KrauseHerbert M. KristalStephen G. Krochmal, Jr.Brian S. KueflerLouis LaCrosseChristopher L. LaFountainRobert J. LangWilliam G. Lawrence, Jr.Alexander K. LeeGary M. LegerMichael G. LeonardFriedrich B. LerchWilliam M. LloydSalvatore A. LoiaconoJames M. LombardoRoderick L. MacKenzieRonald M. MaconLisa M. MancinelliJulio E. MartyRichard A. MazoCarolyn T. McCluskyMichael E. McDanielPaul J. McGoldrickJames L. McKeeverWilliam A. McNultyMichael R. McReynoldsRobert L. MeadDawn A. MichaelDavid C. MichellGerard R. MikulskiJames S. MillerGregg P. MoninJay H. MoyerBruce A. MurphyWilliam J. MurrayPaul E. NeumayerSusan NewtonSteven H. NootzDavid L. NordmanDaniel L. NorrisDarell F. NorrisSterling L. NowkaGerald J. O’BeeRonald S. OchipaJames M. O’LearyJohn P. O’MahoneyWilliam R. O’NealRobert K. OstbergPatricia ParkerJames A. PetersenKeith R. PhelpsVictor R. PortilloMary H. PotterSteven L. PowellRichard W. PrensnerErnest K. PritchardRonald R. QueenerLawrence J. Quinn

Diana K. RadabaughRevathi RangarajanWilliam M. RegnierFrank RidgeThomas H. RipperdaMelvin L. RobertsRandall P. RoseKelly C. RugglesNancy S. RussellVincent R. RussoPeter A. SalinMarta M. SastreRaymond C. SchenkArthur E. SchlossJames O. SchneiderRichard D. SchooleyGary L. SchwiegerDarrell C. ShanksDavid R. SherrodLawrence M. ShippsMark C. ShubertFaith L. SiglerWilhelm SilberAlbert G. SmithNathaniel M. SmithRichard M. SmithPhillip H. SnowJames L. SpaceEsmaralda SpringerMichael H. StengerGene C. Stephenson, Jr.Robert L. SternHerbert M. StofskyClifford B. SutterMayumi TamakiMarcus J. TaylorAdam J. Thielen IIIGary E. TredwayMillard M. Trussell, Jr.Gregory D. TylerMartin P. UmbachRobert M. VandyRaymond L. VermeulenThomas H. Vickers IIICarl VopalSusan C. WadeKelly J. WalkerPhillip A. WalkerDavid E. WallacePeter W. WestJohn E. WhitakerDonald F. White IIIPeter S. WhiteMelvyn E. WicksJames B. WileyIan C. WilkinsonTraci D. WilliamsWilliam A. WillisDennis M. WilsonDavid A. WittmannGregory P. ZepedaJerry W. Zillion

David R. Zoller

Less than $50Byong J. AnHenry M. Anderson, Jr.John C. ApplegateC. Daniel AskinRobert W. BackMichael T. BarnettRodney R. Bartchy, Jr.Stephen C. BateyPaul L. BechlySylvia O. BeckerPeter D. BeckmanLawrence L. BellJane M. BennettWallace D. BittersVencil J. BixlerThomas H. BledsoeMark K. BonhardGordon C. Brainerd, Jr.Dee Dee BrooksBruce K. BroussardAmy C. BryantCharles J. BudingerGail K. BurlesonRichard D. CaldwellGerald E. CampbellJohn G. CarlsonMichael CarlyleJere S. CarterFrederick K. C. ChowBruce L. ChristensenWarren CohenWilliam L. CollinsAugust D. ConsiglioCharles T. CooperLynn A. CorriganRodrique P. CousinoRobert B. CrawfordRobert W. CusickRobert S. Dargan IIILorraine W. DawsonRobert M. DeckerJames W. DiamondJohn C. DodgeHenry DonaghyJames H. Dowling, Jr.Timothy M. EckelAlan B. EdwardsJ. Ted EschelsAntonia C. EspeyRichard W. FairclothMark FennellyEdward C. FerrinJames I. Finney IIICarey T. FisherJack C. FisherBradford S. FittsMilton D. FlanaganWilliam F. FletcherBarry W. Fought

Robert H. FrentzelKevin J. FriesHerta C. FuchsDominick M. GaudiosoW. Warren GeretySanford L. GoldJames W. Goodacre IIGerald GordonPatricia E. GottierRobert A. GurmanBarbara J. HagenThomas A. HaleChristopher D. HarrisonBurton G. HayesLemuel H. HiginbothamHarry M. HiplerRichard M. HoeRoger L. HoenesJames S. HonnertFloyd M. Houser IIIVicki J. HowardKent H. HuffBruce R. HullKenneth H. JacobySara T. JacobyEarl R. JaggerRobert E. JanneyPark O. Johnson IIIPeter J. JustenArnold KaplanGeorge R. KeelingJ. Ovid KeeneThomas E. KeenerNancy L. KirbyWilliam KraussPaul C. M. KruegerMichael J. LaMainaPeter C. LazauskasJeffrey L. LeasureWilliam R. LewisMary F. LuquetteArnold P. MasinterKurt MayerJohn B. McAloonSuzanne E. McGareyDavid W. Meister IIIRobert K. MeltonErnest G. Merritt IIIJack W. MontgomeryPaul S. Y. MoonRachel P. MrazGeorge W. Mullan IIIJ. Vincent Murray, Jr.Virginia A. MylksDana K. MyszkowskiWilloughby Newton IIITerry C. NielsenRichard M. NigroLee K. NimmerJeanne O’ConnellRoscoe O. OrtonDavid J. Parsels

Arvind D. PatelJerry E. PattersonMichael L. PetitjeanWayne F. PflugmacherJoseph H. PollockPaul Nai Tai PoonNicholas PorisThomas J. PorozinskiRandall B. PursellFrancis J. RafaczJames D. RainesVaughan M. RealeLaurens H. Reyburn, Jr.Robert S. RickardBrian B. RockwellSteven A. RohrigKenneth W. RudzinskiCynthia J. RyanDaniel J. RyanWilliam H. Schneidewind, Jr.Frederick J. SchroederStephen C. ShawClaus H. ShellingGeorge W. Sherman IIIFrederick W. SiegristTerry A. SitesJames SolidumMarvin R. SouchekGary A. SquiresStephen R. StahlA. Ainslie StanfordRobert S. StedgeKenneth E. StehlinBerniece StoutCraig B. StrongMilton TapperRussell L. ThompsonKaren S. ThrunRichard E. ThurzChristopher B. VaccaroCharles J. ValentiRichard J. VeenhovenLouis F. VenusoFred T. ViehwegRudolph D. WatzScott R. WerberRobert G. WestbergWilliam B. WhalenJason P. WindhamDonald T. Zimmerman

* Deceased

30

“Livin’ the Dream” – a simple three-word phrase that has the ability to capture the imagination and ignite the drive to succeed. For Brian H. Early, CLU®, ChFC®, who passed away tragically in 2007, these words served as motiva-tion and as a sign to himself that he had lived a full and good life. One of his greatest passions was the recruiting and development of other financial services professionals. His legacy of dedication, knowledge, growth and passion for the industry lives on in each of the individuals with whom he worked and in the clients who trusted him.

Dr. Barton presented The First Annual Brian H. Early Lecture this past October, a symposium to promote state-of-the-art management practices and share the passion that Early felt as he was “Livin’ the Dream”. Brian was managing partner for Northwestern Mutual Financial Network in Wayne, PA, a suburb of Philadelphia. When he was appointed to that position in September 2000, the firm was ranked 98 out of 100 in new financial representative production. By 2005, it had risen to number 4.

With the guidance of Todd Schoon, JD, CLU®, ChFC®, Senior Vice President- Agencies for Northwestern Mutual, the Managing Partners and Directors of Northwestern Mutual provided the initial, leadership funding of $125,000 to establish the Early Lecture. The Northwestern Mutual Foundation contributed $322,000 in direct and matched gifts to the lecture.

Glenn Boseman, DBA, CLU®, CLF®, who is Dean of the Irwin Graduate School and Roger Hull-James S. Bingay Chair of Leadership at The American College, had the pleasure of working with Brian and took the time to reflect on the man he knew. “Brian was an immensely gifted and talented leader,” Boseman said. “He was the best I’ve ever seen at recruiting new agents and one of the greatest inspirational leaders I have known. If one went into his office psychologically down, that person would leave Brian’s office ‘on top of the world’.”

Brian was also a GAMA International Management Award Platinum winner and an active, respected and beloved friend of The American College, GAMA and the entire industry.

Glenn Boseman, DBA, CLU®, CLF®

Dean of the Irwin Graduate School, President’s Circle member since 2005

Brian H. Early, CLU®, ChFC®

31

To honor their esteemed colleague and industry icon, Maury Stewart, CLU®, ChFC®, CLF®, Penn Mutual, along with colleagues and friends, created the Maurice L. Stewart Lectureship. The lecture honors the lifelong contributions Maury has made to Penn Mutual, The American College and the financial services industry. The annual lecture was established to address themes and issues critical to the practice of leadership development at all levels of the financial services profession.

Eileen McDonnell, Executive Vice President and Chief Marketing Officer of Penn Mutual, convened the inaugural lecture on October 14, 2009, at The Ritz Carlton Hotel in Philadelphia, with over 200 colleagues and friends of Maury in attendance. “Maury Stewart has devoted his career to leadership development, and he is admired by his colleagues in the business,” she said.

Stewart started his career in the life insurance industry in 1952 as a Penn Mutual agent in Topeka, KS. He spent 31 years as a general agent with Penn Mutual, 26 of those years as a top-performing general agent with Penn Mutual’s Philadelphia agency, where he led the agency to top Penn Mutual honors for 12 consecutive years. Stewart himself has been honored with numerous awards, including 12 Penn Mutual President’s Awards.

Featured speakers were Maury Stewart, CLU®, ChFC®, CLF® and Phil Richards, CLU®, RHU®, CEO of North Star Resource Group. Phil is a also a highly esteemed role model for students and colleagues, having influenced a legion of producers through his industry and agency affiliations.

Future lectures will feature top industry thought leaders sharing their ideas and best practices on leadership.

Phillip C. Richards, CLU®, RHU®

CEO, North Star Resource Group,

President’s Circle member since 2004

The giving recognized below includes direct contributions as well as corporate matching gifts.

32

COMPANIES, FOuNdATIONS ANd OTHER ORGANIzATIONS

* Includes the company’s sponsorship of the 2009 Knowledge Summit

Julie RagatzPre-Doctoral Fellow

“The Center for Ethics in Financial Services emerged as a result

of the deep commitment of faculty, staff, Trustee Jim Mitchell and

Dr. Barton, to promote ethics in the financial services industry.

The Center works to encourage decisions, policies and practices

that are in accord with the highest ethical principles.”

$100,000 and Above* The Guardian Life Insurance Company Of America* Metropolitan Life Insurance Company and Metropolitan Life Insurance Company Foundation* New York Life Insurance Company and New York Life Foundation Northwestern Mutual Foundation* Penn Mutual Life Insurance Company

$50,000 to $99,999* State Farm Insurance Companies & State Farm Companies Foundation The Union Central Life Insurance Company

$10,000 to $49,999* John Hancock Financial Services Lincoln Financial Group & Lincoln Financial Group Foundation, Inc.* M Financial Group* MassMutual Financial Group* Nationwide Financial Services and Nationwide Foundation* Prudential Financial & Prudential Foundation* Thrivent Financial for Lutherans

$5,000 to $9,999* Bankers Life and Casualty Company Brokerage Concepts, Inc. M & I Foundation, Inc. Nationwide Life Insurance Company* Pearson-Vue Pacific Life Insurance Company Sun Life Assurance Company Of Canada

$1,000 to $4,999 Allstate Foundation AXA Foundation Baystate Financial Services Fidelity Life Association John A. McCole Foundation Ohio National Foundation Phoenix Foundation Principal Financial Group Foundation* Western & Southern Life Insurance Company

Less than $1,000 Acacia Life Insurance Company Aegon Transamerica Foundation Ameriprise Financial Ameritas Life Insurance Corporation Bank of America Church of Jesus Christ of Latter-Day Saints Foundation First Energy Foundation Merrill Lynch Company Foundation Mutual of America Life Insurance Company Northwestern Mutual Professional Growth Association One America Financial Partners, Inc. PNC Foundation Sun Trust Atlanta Foundation The Hartford Financial Services Group Unum Provident Corporation Wachovia Foundation Wells Fargo Foundation

Corporate Members of the Ethics Center Nationwide Northwestern Mutual Financial Network The Phoenix Companies, Inc. State Farm Insurance Companies Thrivent Financial for Lutherans

33

We make every effort to prepare an accurate donor recognition list. If you have questions or corrections, please contact us at 610-526-1527.

The updated Annual Report to Investors listing all donors to The College during 2009 can be found at TheAmericanCollege.edu

Stephen D. Tarr, MSM, CLU®, ChFC®, CAP®, CASL® Editor-in-Chief, The Wealth Channel® Magazine.

Michael Davidson, CLU®, Vice Chairman and Chief Agency and Marketing Officer, State Farm Insurance Companies, and incoming Chairman of the Board of Trustees, President’s Circle member since 2005.

Arnie Katz, CLU® and Mickey Rosenzweig, CLU®, ChFC®, of The College Foundation Board of Directors, and Board of Trustees, respectively.

Board of Trustees

34

Robert B. Plybon, CLU®, ChFC®, chairs The American College Board of Trustees. The CEO of Plybon & Associates in Greensboro, NC, Bob Plybon is a past president of MDRT and past board chair of AALU and LIFE. He received the John Newton Russell Award in recognition of his leadership and service to the life insurance industry. He has served The College for many years as an active member of both the Board of Trustees and The College Foundation Board of Directors.

Laurence Barton, PhD(Ex Officio)The American College

Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®

Comprehensive Benefit Services, Inc.

Christopher O. BluntNew York Life

James A. Bouterse, LUTCF, CLU®, ChFC® Administrators Advisory Group

Peter C. Browne, LUTCFPrice, Raffel & Browne, Inc.

Edward W. CassidyThe Phoenix Companies

Nicholas M. Cecere, CLU®, LUTCF Principal Financial Group

Susan M. Cooper, CFP®, CLU®, ChFC® The Penn Mutual Life Insurance Company

Ralph L. (Chip) Crews, CLU®, ChFC®

Consultant

Michael C. Davidson, CLU® (Vice Chair)State Farm Life Insurance Company

Bryan C. Dunn, CLU®, ChFC®

Western & Southern Agency Group

Kevin C. EichnerOttawa University

Peter A. Golato, CLU®, ChFC®

Nationwide Financial

John W. Greene, Jr., CLU®, ChFC®

Prudential Insurance Co.

Gary T. (Doc) Huffman, CLU®, ChFC®

Ohio National Financial Services

Charles C. Jones, MSFS, CLU®, ChFC®, CASL®

Pentrust Wealth Management, LLC

Fred H. JonskeM Financial Group

Michael L. Kalen, CLU®, ChFC®

Aquiline Capital Partners

Governor Frank Keating (Ex Officio)American Council of Life Insurers

Joe Kelley, CLU®, ChFC®

Retired American General Life & Accident Co.

Karen Eilers Lahey, PhDUniversity of Akron

Thomas L. McLeary, CLU®

Endow, Inc.

John W. McTigue, CLU®

Northwestern Mutual

James A. Mitchell, CLU®, ChFC®

RetiredIDS Life Insurance Company

Linda S. Need, CFP®

Bank of America

William T. O’Donnell, MSFSO’Donnell Associates

Bruce G. Parker Jr., MSM, LUTCF, CLU®, ChFC®

Pan-American Life

Scott R. PerryBankers Life and Casualty Company

Robert B. Plybon, CLU®, ChFC® (Chair)Plybon & Associates, Inc.

Burvin E. Pugh, Jr., CLU®, ChFC®

RetiredMassMutual

Reginald N. Rabjohns, CLU®, ChFC®

New England Financial

Michael Rosenzweig, CLU®, ChFC®

Rosenzweig Financial Services

David R. Rubinowitz, MSFS, LUTCF, CLU®, ChFC®, CAP®

John Hancock Life Insurance Co.

Albert J. (Bud) Schiff, CLU®

NYLEX Benefits

Todd M. Schoon, JD, CLU®, ChFC®

Northwestern Mutual

Frederick J. Sievert(Life Trustee)Retired New York Life Insurance Company

Nikki L. SorumThrivent Financial for Lutherans

Michael J. Vietri, CLU®

MetLife

Robert J. Wernecke, CLU®

(Life Trustee)ECA Financial Services, Inc.

Charles R, Wright, CLU®, ChFC®

(Life Trustee)RetiredState Farm Life Insurance Company

Foundation Board of directors

35

Albert J. (Bud) Schiff, CLU®, Chief Executive Officer of NYL Executive Benefits LLC (NYLEX Benefits), chairs The American College Foundation Board of Directors. Earlier in his career Bud was Senior Executive Vice President and member of the Board of Trustees of the Mutual Life Insurance Company of New York (MONY). Bud has served in numerous insurance industry leadership roles, including President of the Association for Advanced Life Underwriting (AALU), Chairman of the International Million Dollar Round Table Top of the Table, and member of the LIFE Foundation Board of Directors. He has also served as a Captain in the United States Navy Reserve.

Laurence Barton, PhD (Ex Officio)The American College

James M. Benson, CLU®

Benson Botsford, LLC

Peter C. Browne, LUTCFPrice, Raffel & Browne, Inc.

Charles T. (Tip) Cronin III, CLU®, CAP®

(Ex Officio)The American College

David A. Culley, CLU®, ChFC®

Nease, Lagana, Eden & Culley, Inc.

Louis P. DiCerbo II, CLU®, ChFC®, LUTCF PCP Benefit Plans, Ltd.

Anthony J. Domino, Jr., MSFS, CLU®, ChFC®, CAP®

Associated Benefit Consultants

Neal R. Fegely, CPA (Ex Officio)The American College

Salene Hitchcock-Gear, JDAcacia Life Insurance CompanyAmeritas Investment Corporation

Charles C. Jones, MSFS, CLU®, ChFC®, CASL®

Pentrust Wealth Management, LLC

Arnold M. Katz, CLU®

AMK Concepts, Inc.

Joe Kelley, CLU®, ChFC®

RetiredAmerican General Life & Accident Co.

Arthur D. Kraus, CLU®, ChFC®

Capital Intelligence Associates, Inc.

Richard A. Liddy, CLU® RetiredGeneral American Life Insurance Co.

Ronald E. Long, CLU®, ChFC®

Sharebridge Private Equity Consolidated

Knut Olson, CLU®

Thrivent Financial

Robert B. Plybon, CLU®, ChFC®

(Ex Officio)Plybon & Associates, Inc.

Reginald N. Rabjohns, CLU®, ChFC®

New England Financial

Albert J. (Bud) Schiff, CLU® (Chair)NYLEX Benefits

Joel A. Shapiro, MSFS, CLU®, ChFC®

Bartmon, Shapiro and Associates, Inc.

Allen A. Skogebo, CLU®, ChFC®

Skogebo Associates, Inc.

E. Hardy Vaughn, Jr., MSFS, CLU®, ChFC®

The Vaughn Group, Inc.

Paul A. Vignone, JD, CLU®, ChFC®

The Penn Mutual Life Insurance Company

Susan D. Waring, CLU®, ChFC®

State Farm Life Insurance Company

Charles R. Wright, CLU®, ChFC®

RetiredState Farm Life Insurance Company

EmeritusBrian S. Brown, CLU®, ChFC®

Jarrett L. Davis III, CLU®

Lee M. Gammill, Jr., CLU®

James A. Mitchell, CLU®, ChFC®

Thomas J. O’Haren, CLU®, ChFC®

William B. Wallace, CLU®, ChFC®

Summary of Financial Performance

36

Financial information for 2009 represented in the Review and Expense graphics on this page is based on preliminary, unaudited data from January 1, 2009 to December 31, 2009. All other graphics are based on the corresponding years’ annual audits. The charitable gifts bar chart illustrates actual cash received.

Summary of Financial Performance

37

Locate a ChFC® near you: TheAmericanCollege.edu/ChFCSearch

®

Only the most qualified

financial planners are allowed to use

this credential.

The Highest Standard of Knowledge & Trust

Chartered Financial ConsultantHIGHEST STANDARD OF KNOWLEDGE & TRUST

ChFC®

travel-learn cruise7-day cruise conference on Celebrity Millennium

Linda Need, CFP®

Senior Vice President Bank of America

Managing Change in the Financial Services Industry

GuestLecturer

The American College is pleased to honor Sallie B. and William B. Wallace who were selected to receive The President’s Award from The Association of Fundraising Professionalsat the 2009 National Philanthropy Day in Philadelphia.

The College aggressively promoted the ChFC® as the premier financial planning designation in The Wall Street Journal.

2009 Alumni Travel-Learn Cruise. Left to right: Perry McGriff, Jr.; Michael Scott, ChFC®; Lester (Bud) Rowell, Jr., CLU®; Paul Nicklas, CLU®, ChFC®; Samuel Wurtzel, CLU®, ChFC®; Lisa Kohler, ChFC®; Tip Cronin, CLU®, CAP®; Craig Lemoine; Richard Sims; Georgia King-Evans, CLU®; Thomas Murphy, MSFS, CLU®, ChFC®, LUTCF; David Woods, CLU®, ChFC®, LUTCF; Kelly Decker, PhD, LUTCF; Larry Barton, PhD; John Telich, Sr., MSFS, CLU®, ChFC®; Adolfo Alvarez.

Please join our alumni cruise to Alaska next May 14-21 and experience

the natural beauty of our 49th state.

2010 President’s dinner

270 S. Bryn Mawr AvenueBryn Mawr, PA 19010

Celebrate with us at the American Museum of Natural

History in New York City. Kick off your holiday season in

grand style with a trip to the Big Apple! Perhaps you can

take in a Broadway show, or spend the day shopping...

but whatever you do, don’t miss out on a very special

President’s Dinner. We look forward to seeing you there!

Sunday, December 5, 2010

“A Night at the Museum”