linda c. levyne, clu, chfc vice president national...

Linda C. Levyne, CLU, ChFC Vice President

National Accounts John Hancock Insurance

Bus: 815.790.5934 E‐mail: [email protected]

John Hancock Insurance 197 Clarendon Street Boston, MA 02116 www.johnhancock.com

We operate as John Hancock in the U.S. and as Manulife in other parts of the world.

October 4, 2017

To: Rob Carney, President, Crump Life Insurance Services

Dear Mr. Carney,

As we discussed, a review of emerging experience has led us to conclude that we cannot currently

illustrate certain Performance UL policies consistent with state requirements, and as a result we’ve

had to temporarily discontinue illustrating those policies while that work continues. We expect to

complete our review and resume illustrations by the end of the year.

We understand the challenge this can create, both for policy owners seeking an illustration as well as

their advisors. To help manage this issue, we are providing a list of the affected policies written by

your firm, along with the associated servicing agent. Please note that a policy’s presence on this list is

indicative only of the inability to currently offer an illustration, and should not be read to indicate

that the policy will be subject to any further policy action.

Please let us know if this information is helpful and whether you’d like any support from us to share

this information with affected advisors.

Thanks for your patience and understanding with this matter.

Sincerely,

Linda Levyne

1 of 9

stanisj

Stamp

Servicing Agent Policy Count Death Benefit ($M)

1 DAVID MICKELSON INSURANCE 6 20.6

2 COURY, WALTER 2 20.5

3 MESIROW INSURANCE SERVICE 4 20.0

4 LONGO, RICHARD 1 20.0

5 SAKATA,SCOTT 2 20.0

6 GERALD W. LAKE, CPA 1 20.0

7 HILL, RITA 1 20.0

8 HOUCHINS JR, EUGENE 6 17.0

9 MEREDITH, WILLIAM M. 4 15.0

10 WATTS, TODD 4 13.0

Servicing Agent Policy Count Death Benefit ($M)

1 THE THORNE CORPORATION 8 11.6

2 SCHLEGEL, MICHAEL G. 6 2.7

3 DAVID MICKELSON INSURANCE 6 20.6

4 HOUCHINS JR, EUGENE 6 17.0

5 MESIROW INSURANCE SERVICE 4 20.0

6 MEREDITH, WILLIAM M. 4 15.0

7 WATTS, TODD 4 13.0

8 BAUERS, JOSEPH S. 3 0.8

9 BARDES, DAVID A. 3 4.0

10 PROWELL,MARK E 3 4.9

Top 10 Agents by Face Amount

Top 10 Agents by Policy Count

Policy & Agent Summary - CrumpTotal # Policies Total # Servicing Agents

201 133

2 of 9

Servicing Agent Policy Number Insured Issue Date Death Benefit

GILLER,MICHAEL

1204464 CHARLES M SMALLS 4/17/2006 1,000,000

ABRAMOV,AMIR

1202556 ABRAHAM KASSIRER 10/1/2005 5,000,000

ADKINS, WILLIAM E

94938537 RICHARD L VON GEMMINGEN 6/2/2010 250,000

94938545 SHARON S VON GEMMINGEN 5/6/2010 250,000

ANDERSON,JEFFREY

93652675 MAVIS LILLIAN SPIVEY 9/1/2007 100,000

ANSARI,FEROZ

93386811 JAN ROSENFELD 4/3/2007 300,000

ARJOMAND, MAHMOUD

1202495 SIAVOSH ARJOMAND 11/25/2005 3,000,000

BARDES, DAVID A.

93560001 DAVID J STRUPP 8/27/2007 2,000,000

94626629 CYNTHIA W BARDES 4/20/2009 1,000,000

94763612 CYNTHIA W BARDES 10/26/2009 1,000,000

BARNDOLLAR, HUGH

93205946 HOANG NGUYEN 11/28/2006 500,000

BARRY, KATHLEEN E

94466224 CHRISTOPHER L WERNER 5/17/2009 100,000

94466232 KATHLEEN M. WERNER 6/1/2009 100,000

94495066 ERIC L HOOVER 4/14/2009 500,000

BAUERS, JOSEPH S.

94581535 KATHLEEN M FOLKS 2/17/2010 250,000

94581543 KEITH FOLKS 2/17/2010 250,000

94779659 PAMELA MEYER 3/28/2010 300,000

BELONIS, VICTOR J

94856176 ALICE EMIKO IMANO 3/18/2010 478,700

BENEPLAN SERVICES, INC.

1200238 MUHAMMAD S FETEIHA 4/14/2005 175,000

BLAUCH, RYAN T

93571933 JAMES A WALKER, SR 11/27/2007 2,750,000

93792935 JAMES A WALKER 12/1/2007 250,000

BLAUCH,RYAN

1201522 ROBERT W MC DONALD 2/2/2005 5,000,000

BORNE, EUGENE B

1200360 AMANDA & MITCHELL 6/17/2005 3,500,000

1200380 ISAAC & MITCHELL 6/17/2005 2,122,790

BOWEN,THOMAS

94515038 RICHARD R SULLIVAN 6/16/2009 300,000

BRAASCH,WILLIAM

1204289 PATRICK J HENEGHAN 9/27/2006 1,000,000

1204935 MICHAEL DALEY 11/26/2006 250,000

1212897 RITA HENEGHAN 9/21/2006 500,000

BRANDOLLAR,HUGH

1204097 JAMES E GARDNER 4/10/2006 3,000,000

CAB FINANCIAL,LLC

1202520 EDWARD L FLOM 9/21/2005 10,000,000

CAMPBELL, GARY H.

1200741 MARGARET C JONES 4/1/2004 2,000,000

CHRISTIE, WILLIAM J.

94457611 WILLIAM J CHRISTIE 4/24/2009 500,000

CLARK, LYNN M

3 of 9


94358827 TIA T BRAXTON 12/14/2008 103,132

CLARK,GENE B.

94384237 KEITH M CAMPBELL 9/19/2008 6,974,912

COURY, WALTER

1200226 GEORGE B DUKE 4/22/2005 15,500,000

1201426 VIRGINIA L KATHARY 12/3/2004 5,000,000

CROOKS,DAVID

95296299 NORLIN J EVANS 3/3/2010 140,000

CURRY JR,DAVID

1200395 DAVID R MILLS 6/14/2005 250,000

DAVID MICKELSON INSURANCE

93260263 ELDON E ELLER 4/10/2007 2,000,000

93350197 LEONARD KLEINROCK 2/7/2007 5,000,000



93375145 ELDON ELLER 2/27/2007 600,000

93443638 HIRAM W KWAN 4/26/2007 8,000,000

DIETRICH, FRANK

94553252 LELO A WADE 7/17/2009 253,121

94553260 ANTHONY J WADE 7/17/2009 309,357

DOLVEN,SCOTT

93354397 BRUNA R ODELLO 5/25/2007 1,500,000

DOMINO JR,ANTHONY

93519932 PAULA LUSTBADER 8/2/2007 1,000,000

DUENAS,DAVID

1202411 ANDREW S FRASER 4/15/2005 2,500,000

DUITSMAN,STEVEN

94097631 RICHARD L THOMPSON 5/6/2009 3,000,000

EDWARDS,HARPER

1200281 MICHAEL S BARRON 4/22/2005 158,000

EISNER, FREDERICK A.

1200421 ROBERT W DRAGIN 8/10/2005 1,000,000

1200424 ROBERT W DRAGIN 8/10/2005 1,000,000

1203656 ROBERT W DRAGIN 4/18/2006 500,000

ELIAS, BARUCH

93857647 RACHEL EIDLISZ 4/14/2008 8,000,000

EWING, JAMES

93372712 CLAUD B WALKER 1/10/2007 4,000,000

93372720 CLAUD B WALKER 12/24/2006 6,000,000

EWING, JAMES B.

1201878 CLAUD B WALKER 6/10/2005 2,000,000

FLETCHER, ANNE

94382165 ROMEO D'AGOSTINO 1/13/2009 1,200,000

GARDOPEE, KENNETH

94526829 JOAN O SENSENIG 5/7/2009 100,000

94526837 PATRICK H SENSENIG 7/9/2009 100,000

GERALD W. LAKE, CPA

93694115 DOUGLAS A HOLMBERG 5/1/2008 20,000,000

GIVEN,RICHARD

1204919 JOHNNY D CHRISTENSEN 7/28/2006 400,000

GORDON,JEFFREY

94335957 WENDY S ARCANO 12/1/2008 249,635

GRAY,WILLIAM

93666758 ERICA K GRAY 9/28/2007 100,647

4 of 9


GREGORY, ROBERT

95264925 GEORGE RICHARD WALTON 5/10/2010 200,000

GRIFFITHS,ADAM

1200174 ANTHONY J MASCIOPINTO 3/11/2005 150,000

1200185 STEVE T STEVENS 4/22/2005 150,000

1203257 JUDITH A GOUWENS 1/9/2006 150,000

GROSSMAN,BENJAMIN ISSAC

93855252 BURTON B JACKNOW 6/23/2008 2,000,000

GUNTER, CONNIE K.

94518172 JAY TODD WIGGINS 7/7/2009 250,000

HARRELSON, JOHN H

94157161 CECIL E DEAL 10/10/2008 200,000

HARRIS, TODD

93972024 JOHNETTA W LALLINGER 3/14/2008 7,000,000

HAWKINS, CLAIR L

94543840 LYNN T HAWKINS 4/20/2009 500,000

94848884 LYNN T. HAWKINS 1/17/2010 500,000

HAYIAS,NEAL

94921491 ATHANASIOS P MATTHEWS 3/22/2010 400,000

HIBBARD,PETER

94974508 BENJAMIN P ROBERTSON, III 5/6/2010 1,200,000

HIGGINS,TAMARA

1203932 DANIEL ZYKORIE 7/7/2006 100,000

1203933 STEPHANIE ZYKORIE 7/5/2006 100,000

HILL, RITA

93215556 SAM Z MOORE 2/9/2007 19,999,000

HILTON, DEBRA D

93750479 KENT L LUGRAND 12/27/2007 2,811,162

HOGE, GARRETT S.

1200209 GERALD J MC CAMMON 3/13/2005 50,000

HOLEVINSKI, MARY

93914364 MILDRED CONDON 4/25/2008 287,792

HOUCHINS JR, EUGENE

93678837 GEORGE F ALEXOPOULOS 10/3/2007 4,000,000

93770774 STEPHEN R PAWLIK 3/3/2008 1,000,000

93840718 CHARLES G RASO 6/9/2008 4,000,000

94005428 EDWARD C HALL 9/23/2008 2,500,000

94295375 DANIEL F FLEMING 10/6/2008 2,500,000

94400918 GEORGE F ALEXOPOULOS 3/6/2009 3,000,000

JACOBY, ERIC A

93608420 LAWRENCE MORTON BIRNBAUM 6/28/2007 1,500,000

93609907 LAWRENCE M BIRNBAUM 6/28/2007 1,500,000

JENNINGS,MICHAEL

94665759 ROBERT M ATKINS 12/8/2009 153,886

KATCHEN, MITCHELL L.

1202408 HENRY KATCHEN 8/10/2005 382,018

KINDER09,THOMAS

1204111 CHARLES D HENDERSON 3/1/2006 1,000,000

KIRSHNER,JEFFREY

93847648 THOMAS E GERBER 3/28/2008 150,000

KLARFELD,MICHAEL

93847614 JACKIE LYNN GERBER 3/27/2008 150,000

LASKEY, JOHN

93537199 MARY M STUART 6/13/2007 1,000,000

5 of 9


LAWRENCE,JASON

1203510 CARLA SANTARPIO 3/15/2006 1,500,000

LEVY, JARED

94980943 ALAN LEVI 3/26/2010 2,000,000

LIM,DAVID

93666048 MOO KYONG LIM 8/22/2007 322,578

LONGO, JAMES

94279551 ANTHONY C GUIDO 12/21/2008 3,000,000

LONGO, RICHARD

93073872 SIMON V HABERMAN 4/1/2007 20,000,000

MADDEN, MICHAEL

93568996 SALVADORE GIUMARRA 7/16/2007 5,200,000

MC PHERSON, DOUGLAS

1202553 RODNEY JENKINS 10/28/2005 1,000,000

MCELROY, PHILIP

94150778 RAYMOND G AMES 9/8/2008 5,000,000

MEHL, LEON

93961563 ANNA DIXSON 7/12/2008 1,000,000

MEREDITH, WILLIAM M.

1202532 MARY N HARRIS 7/18/2005 5,000,000

1203005 NINA FAYE MEYER 12/12/2005 5,000,000

1203695 WILLIAM D TAFEL 11/18/2005 3,000,000

1204893 CHARLES B MILLER 7/1/2006 2,000,000

MEREDITH, WILLIAM M. JR.

93363331 FRANCES JERMAN BROWN 3/28/2007 4,000,000

93509255 WILLIAM DOHERTY TAFEL 9/28/2007 3,000,000

93652493 MARGARET CARTER-GODFREY 1/1/2008 3,500,000

MERKIN,ANDREW

1203464 SANFORD J MERKIN 2/1/2006 2,000,000

MERTZLUFFT, JAMES W.

94148962 WILLIAM L ZOCCOLA 7/10/2008 600,000

MESIROW INSURANCE SERVICE

93665271 LYLE BERMAN 2/5/2008 5,000,000

93958759 LYLE BERMAN 2/5/2008 5,000,000

93958767 LYLE BERMAN 2/5/2008 5,000,000

93958775 LYLE BERMAN 2/5/2008 5,000,000

MEYER, EDWARD K

93787513 DONALD GOLDSTEIN 5/5/2008 250,000

93876506 LAWRENCE KIMMELMAN 6/3/2008 600,000

MEYERS,MAXIM

94663374 JOSHUA FRANKEL 10/8/2009 1,000,000

MICKELSON CHFC, DAVID

93699387 ELIAS PEREZ 5/7/2008 5,000,000

MILLER,RICHARD

94447224 BRANDON JAMES BAILEY 8/11/2009 120,000

MORESHEAD, ANNE C

1200147 KIMBERLY D MANOUK 2/9/2005 100,000

MURPHY,THOMAS

1200126 EDWARD JOHNSON 3/1/2005 100,000

NEASE,ROBERT

93268845 TIMOTHY J SANDERS 11/1/2006 1,500,000

NESTLE,SCOTT

1200288 DIRK ZIFF 5/10/2005 5,000,000

NIEMEYER, JAMES T

6 of 9


94686946 PATRICK E POTTICHEN 10/20/2009 325,929

O'BRIEN, KIRK

94815164 MARK ESTES 3/9/2010 750,000

94815172 MICHELLE ESTES 3/18/2010 500,000

PARLONTIERI, CHRISTOPHER

93891224 BERNARD MARCUS 11/11/2007 3,000,000

PARRY, JAMES

93442531 WILLIAM LYNN THRASHER 4/17/2007 455,000

PAULSON,VERNON

94430030 RANDY A. KLIMENT 6/26/2009 400,000

PROWELL,MARK E

94683638 CARLOS ORTIZ 11/27/2009 1,500,000

94684289 EVELIO FERNANDEZ 11/4/2009 1,400,000

94768132 CARLOS UNANUE 3/18/2010 2,000,000

RAHMEY, JACK

93609782 JOEL COHEN 9/28/2007 5,000,000

93769016 JOEL COHEN 12/1/2007 5,000,000

RAKHEJA, VAISHALI P

93773091 PRIMROSE U MARCOS 12/12/2007 100,000

RASMUSSEN, STEVEN A.

93080448 GORDON MILAR 9/12/2006 1,500,000

REICH,JACK T

94083847 DIANE B GOLDSTEIN 7/20/2009 300,000

94702594 ANA E ZOTTA 7/10/2009 200,000

94702628 RODOLFO R ZOTTA 4/12/2009 350,000

RINALDI, CARLO P

93481794 ROBERT HANSEN 5/28/2007 100,000

ROBERSON, GARY S.

1217567 ANNE A SADLER 7/25/2005 50,000

ROBERST,CHARLES

1202681 MARY ANN TUCKER 4/1/2006 134,895

1202682 ROBERT C TUCKER JR 4/24/2006 176,052

ROSS,DAVID L

93427383 GABRIELE ROSS 10/3/2007 5,000,000

ROTHER, RANDALL G

93391373 MELVILLE H STEUBING 1/2/2007 750,000

93391381 MELVILLE H STEUBING 1/2/2007 750,000

93591998 ALTON D PATTON 6/28/2007 500,000

ROTHSCHILD,STEPHEN

94729225 JOSEPH O'CONNOR, JR 9/18/2009 514,859

SAKATA,SCOTT

93249605 PETER D BALDWIN 11/13/2006 10,000,000

93351245 PETER D BALDWIN 1/7/2007 10,000,000

SAMANCHIK,PAUL P.

1200052 BRIAN A BORCHARD 9/23/2004 500,000

SCALES,WAIGHLSILL

1203426 CHARLES E RUSSELL 5/8/2006 200,000

SCHLEGEL, KRYSTALYNN M.

1202447 MICHAEL J ELLIS 8/10/2005 2,000,000

SCHLEGEL, MICHAEL G.

94167756 JAMES D MAHONEY 7/28/2008 500,000

94454618 MICHAEL G SCHLEGEL 8/24/2009 500,000

94716180 DANIEL J SULLIVAN 7/3/2009 600,000

94937844 BARBRO S GREENE 5/14/2010 600,000

7 of 9


95273041 COLLEEN P NEWLIN 6/28/2010 250,000

95274130 DAVID A NEWLIN 6/28/2010 250,000

SMITH, TIMOTHY L

94539285 GEORGE STEVEN DAVIS 5/6/2009 125,000

94576808 ROGER D DAY 6/16/2009 1,000,000

SMOLEN,ADAM

95338620 JAMES W WILLIAMS 7/18/2010 300,000

SONG, BARRON S.`

1200106 JENNY M NISHIMURA 11/8/2004 77,247

SPADA, JOSEPH W.

1202634 TERRENCE L STECZ 10/10/2005 2,000,000

SPIRO, MARC

93777472 RUTH HERRING 2/1/2008 2,000,000

STILLWATER ENTERPRISE INC

93793412 JOHN A DUNCAN, JR. 10/20/2007 350,000

SULLIVAN,JOHN P

94993276 HAROLD G RYPKEMA, SR 7/15/2010 300,000

SUNDBERG,LINDA

1200311 BERNARD BUSH 7/22/2005 100,000

TETI, JOHN J.

94409554 JEFFREY A TETER 3/10/2009 150,000

94524733 EILEEN DEBENEDICTIS 7/1/2009 4,000,000

THE THORNE CORPORATION

93530343 JOHN T THORNE 12/8/2007 250,000

93620755 JAMES P ASHLEY 1/16/2008 500,000

93916963 JULIA W HARRINGTON 2/14/2008 1,000,000

94030517 SARA JUDY KITCHENS 7/1/2008 2,000,000

94141801 JULIA W HARRINGTON 2/14/2008 100,000

94819430 CAROLINE M MEREDITH 11/8/2009 3,242,000



THOMAS, CHARLES A

93676393 BEVERLY H SCHORR 10/12/2007 10,000,000

THOMAS, JACK N

94815297 LISA GREENBLOTT 1/24/2010 3,000,000

THOMSEN, NATHAN R

94398302 PAUL J ISAAC 11/17/2008 250,000

THORNE,JOHN

1203296 WILLIE H BEST 11/23/2005 3,000,000

VACULIN,BILL

94758737 BRANDON R FLOWERS 12/20/2009 6,000,000

VAVAS, JAMES D

95217105 JOANNE KAKOYIANNIS 4/17/2010 117,819

WADE,OWEN

1200136 STEVEN W FEASEL 12/10/2004 100,000

WARD, ROY L.

1202706 RONALD A GUM 3/6/2006 500,000

WARD, TOM A

93265510 ARNOLD W PARNELL 7/20/2006 3,000,000

WATTS, TODD

95267100 ANN S FISCHER 11/10/2009 2,000,000

95271920 ANN S FISCHER 11/10/2009 2,000,000

95271961 ANN S FISCHER 11/10/2009 4,500,000

95271987 ANN S FISCHER 11/10/2009 4,500,000

8 of 9


WEBB, JEFF

93496198 JOULI WEBB 5/23/2007 150,000

WEINBERGER CLU,CHFC, MEL

1200154 HARRY E TURSE 11/10/2004 250,000

WILLIAMS,RICHARD

1200735 REID A THRELKELD 6/2/2004 699,713

ZEMLOCK, JORDAN L

1205520 MARY G TRIPPE 11/22/2006 3,000,000

ZIMDARS, JOHN

1202608 RICHARD B QUALE 2/14/2006 200,000

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linda c. levyne, clu, chfc vice president national...

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