17607 WIFS 2018 Circle of Excellence Logo 

Congratulations to this Year's Qualifiers!

Thank you and congratulations to the 161 WIFS members who voluntarily qualified for Circle of Excellence! This year, the combined total income reached $48.6 million! The number of program participants represents a 19% increase in the percentage of members who participated in the program compared to last year and a 2% increase in the average income reported. We are proud of the outstanding achievements of this group! Congratulations to our 2018 Infinity Award Winner, Karen DeRose! The Infinity Award is given to the individual with the highest reported income.

Diamond COE Qualifiers
Diamond Qualifiers

Linda Corujo-Ramsey, Karen DeRose, Frances Gardner, Ellie Mills.

Emerald COE Qualifiers
Emerald Qualifiers

Susan Anthony, Colleen Bowler, Lisa Boyer, Betty Custer, Kathleen Godfrey, Raeann Kusch, Karen Poore, Nancy Wolfe-Smith.

Sapphire COE Qualifiers
Sapphire Qualifiers

Regina Beatty, Cindy Bohn, Susan Combs, Jeanmarie Deliso, Cynthia Diccianni, Charlotte Geletka, Michele Greene, Gail Hill, Jenny Kho, Helen Kho, Christina Nash, Crystal Nguyen, Judy Smith, Stacey Spedden-Irrgang, Cheryl Whitney.

Ruby COE Qualifiers
Ruby Qualifiers

Carri Berger, Sarah Cicero, Eileen Cioe, Ellen Donahue, Susan Ellis, Karen Foley, Pamela Gilmour, Charlene Guisasola, Sheri Hoble, Kelly Hoff, Michelle Holliday, Susan Ianniello, Melissa Larson, Manda Lewis, Mackenzie Martin, Juli McNeely, Melissa Miller, Krista Neeley Gonzalez, Christy Neill, Kathie H. Okun, Brenda Oldham, Tanya Patzner, Jill Pietrusinski, Karen Roberts, Shirleyann Robertson, Lisa Ryerson, Melanie Shanty, Angelia Shay, Sheila Stith, Alice Tang, Marion Watkins, Renee Williams, April Wilson. 

Pearl COE Qualifiers
Pearl Qualifiers

Christina Aleckson, Lilia Arandela, Jennifer Bacarella, Melissa Barnickel, Monica Brown, Wanda Caffrey, Liza Chollet, Ashley Churchill, Anne Clayton, Avigail Curry, Melanie Dahl, Harriet Doherty, Laurie Dubow, Caroline Emswiler, Theresa Engle, Belinda Fortman, Brittney Golden, Judy Gregory, Mindy Helfrich, Yanira Hoyos, Beth Jones, Lisa Jones, Annette Kendall, Meredith Langus, Gail Linn, Judith Luddy, Jennifer Lyndsey, Lana Mangold, Jill Minette, Ashley Morse, Yuka Nakahara-Goven, Andrea Nameche, Lori Niermann, Feng Yun Niu, Susan Ondack, Kathleen Owings, Vanessa Parker, Jeanne Peterson, Sallie Ann Pugh, Angie Ribuffo, Sonja Rogers, Sherri Rush, Taren Sartler, Judith Sherman, Toni Sova-Corfee, Leslea Stock-Lopez, Irene Surmonins-Thompson, Sheri Swackhamer, Holly Thomas, Sheryl Tully, Lisa Vallejo, Sarah Walker, LaSausha Walker, Megan Walsh Paull, Stacy Wasserman, Carol Wechsler, Ginger Weiss, Beverly White, Hawley Woods Gray.

Topaz COE Qualifiers
Topaz Qualifiers

Carol Brian, Cynthia Buno, Cheryl Canzanella, Sarah Caruso, Amanda Champlin, Margaret Crossland, Courtney Cuykendall, Marcy David, Laura Davis, Jennie Fowler, Debra Hedgcoth, Martha Kern, Katherine Kimball, Pamela Kirkpatrick, Elizabeth Kuhns, Marielena Scanlon, Christina Snyder, Grace Staten, Constance Urbanek, Jennifer Vaal, Liz Wilson, Jenny Po Wah Yu.

 

2018 Qualification Levels

Topaz       $75,000 - $125,000     Emerald      $750,000 - $1,000,000
Pearl        $125,000 - $250,000     Diamond     $1,000,000 - $2,000,000
Ruby        $250,000 - $500,000     Tanzanite    $2,000,000+
Sapphire $500,000 - $750,000   


How Do I Apply?
Applications and supporting income verifying documents are accepted between May 1 and August 15, 2018. Qualifying level is determined via personal income documentation. Personal tax forms (1040, 1099, 1120, schedule C or W2), with identifying information such as name and home address blacked out, must be submitted via mail, fax, or e-mail. Please note that letters from accountants, extensions/incomplete filings, other documentation, late or incomplete applications cannot be considered. The 2019 application period will open on April 1, 2019.

Qualification Documentation
Qualification for Circle of Excellence is based on personal income. All Circle of Excellence registrants MUST be current members and provide proof of 2017 income. Personal tax forms (IRS forms 1040, 1099, 1120, Schedule C or W2) are the only acceptable forms of income verification. Written letters from accountants, K1 forms, business income, or similar forms cannot be accepted. Protect your privacy: Sensitive data such as social security numbers and home addresses should be blacked out.

Applicants are asked to mail, fax, or e-mail the application and tax documents to the WIFS National Office:
136 Everett Road, Albany, NY 12205
Fax: (518) 935-9232 | E-mail: office@wifsnational.org

3 Ways to Qualify: Published, Unpublished or Anonymous
Published: Qualifiers receive a glass award. Your name and qualifying level WILL BE celebrated and recognized on the WIFS website, in programs, brochures, announcements, press releases, conference signage and name badge ribbons.
Unpublished: Qualifiers receive a glass award. Your name and qualifying level will be private and WILL NOT BE publicly celebrated or recognized in any WIFS communication.
Anonymous: Qualifier identity is completely unknown. You WILL NOT receive an award or any recognition. Your chapter will receive credit for your participation and your total income will be included in the tabulation of the total reported income for all 2018 Circle of Excellence Program qualifiers.

Circle of Excellence Award Circle of Excellence Award
All 2018 qualifiers will receive a beautiful glass award to commemorate their success. Proudly display this award in your office! The award will conveniently ship directly to recipients' homes following National Conference.

Make the Most of Your Success
Imagine what qualifying for Circle of Excellence will do for you and your business. Don’t leave the story to be told only to those who enter your office. It’s time to tell the world!
• Issue your own personalized press release. A customizable template is available on the member website.
• Announce the award on social media. Facebook, LinkedIn, and Twitter are great ways to get the word out.
• Highlight on your website homepage with a slider image or banner.
• Your email signature is seen daily by scores of people. Add a statement that reads “2018 <level> Circle of Excellence Qualifier”.
• Use the Circle of Excellence logo on all of your marketing materials.
• Attend Conference and you’ll be in a group qualification photo! You can share this image with co-workers, clients, and colleagues.

Press Release Template
A press release is a fast, effective and inexpensive way to get more attention for Circle of Excellence qualifiers. It’s also a great way to attract new members. We’ve made it easy to spread the word by providing a Circle of Excellence release template that can be quickly and easily customized to include member-specific information. Follow these easy steps:

  1. Download National's press release template and replace the highlighted sections with your information.
  2. Find a contact or reporter at your community newspaper or broadcast outlet. Most accept releases via fax or email. You can also upload it to a news-wire service to make it available to news sources. There are countless wire services to choose from, and you can find free and for-pay options. Here are a few of our favorites: here, here, and here.
  3. Send out your press release to local media and include a headshot.

Please note this release is structured for distribution AFTER all qualifiers have been honored at National Conference in October.

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WIFS operates for the purpose of attracting, developing and advancing women in the insurance and financial services industry. Members, partners and sponsors benefit from mutual respect for everyone's professional development, focused interaction and access to member information on activity that supports our mission.