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BREAKING NEWS...the deadline for the Market Conduct Test has been extended to Sunday, September 22. Remember that if you fail to take and pass this exam it could mean removal from advanced commissions and possibly termination of your Colonia Life contract. Don’t delay, take the test TODAY! Jeff Luxenberg named Regional Instructor for the Indiana Territory of Colonial Life. Yes, that is correct, Jeff will be transitioning out of the Territory Recruiter role and stepping in as our newly appointed RI. Jeff has been with Colonial Life for a little over a year now and has significantly increased the recruiting numbers in the Territory and was the Top Recruiter in the Midwest Region in 2013. Congratulations Jeff. We are currently searching for a new Territory Recruiter, however Jeff will still assist with recruiting until the position has been filled. The Territory is still reaching to hit our numbers for the quarter and I absolutely believe we can do it. If each of you work together with your teams, write every eligible in all of your accounts, then that goal is attainable. Get out there, tell our story, employers need us and we have what they need! LOOK WHAT’S INSIDE: Randy’s Roundup...

Welcome New Agents

Calendar

Information

President’s/Leaders Conference

Pay close attention to the business processing deadlines, which can be found on page 7 of this week’s newsletter. Try to join the Youville webinar tomorrow. The latest enhancements will be covered. You can find more information on the webinar on the following pages. Let’s work together and hit our goals. Enjoy the transition to Fall this weekend. Randy


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Debra Thompson-ASR-Brindle District (Ryan Ogle-ADM) Daniel Heikes-ASR-Wood District (Billy Kirkham-ADM)

Welcome to Colonial Life! We are glad you have chosen a career path that will prove to be successful! All of us at the Territory Office are here to help you in any way we can to get you started on the right foot! Our main phone number is 317-456-0501. The following employees are based out of the Territory Office: Randy Yurczyk—Territory Sales Manager—317-456-0502 Julie Pruitt—Territory Exec. Asst.—317-456-0501 OPEN– Regional Instructor —317-456-0503 Jeff Luxenberg—Territory Recruiter—765-437-2451 Fax— 317-575-9177 Please don’t hesitate to contact any of us!

Propr Webinar for New Salespeople Get the hang of our website Every Monday and Thursday at 2 p.m. ET, the Onboarding Services Team conducts a webinar to help our new salespeople get familiar with the My Colonial Life Propr website.

If you would like to join:

Call: 888.238.7803 / Access Code: 2136933#


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Please use the number and link below for the webinars: https://egc.unum.com/onboarding3/ Conference Number: 1-888-238-7803 Participant Code: 654321

Get the training you need for your Monday morning team meeting! There are so many reasons to join a Monday webinar…  Educate your team!  A great way to set up the week’s expectations: cover new and important topics!  Help you engage your team on a regular basis!  Venue for interaction!  Cover important topics!  Maximize each sales meeting!

We are committed to your growth and success. Gain the knowledge, skills and tools needed to train and develop a successful team by participating in educational webinars.

Webinars will be held every Monday 9:00am – 10:00am – 12:00pm EST Educational Webinars conducted by Onboarding and Development Services


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Week 29: Ryan Ogle

Week 30: Ryan Ogle Dwight Gossett Jeff Brindle

Week 31: Marisa Malone Larry

Week 33: Ryan Ogle Ky Yarling Mary Alley Steve Squibb

Week 36: Don Howell Week 34: Louis Hobbs Billy Kirkham

Mark Lubbs Ky Yarling

Week 37: Ky Yarling Joey Scheidler


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September 2013 SUN

MON

TUE

WED

THU

FRI

SAT

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2 Office Closed

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4 Recruiting Call Clinic— Territory Office

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6 Projections Due

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8

9

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11 4th Quarter TAC for DDP

12 National Sales Webinar

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20 Projections Due

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27

28

National TSM Meeting—Home Office, Columbia, SC 22

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29

30

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25

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September Events:

 Every Monday and Friday—Prospecting Phone Labs—Training Room.

Let’s fill the room up! Can’t make it? Join the conference call on Monday at 1:00 and 3:00 and Friday at 9:45 and 11:45—dial in 888-2387803/8275130#. Let’s get this on your calendar!

 Every Friday— Management Team Conference Calls—DGAs 9:00 a.m., ADMs 12:00—888-2387803/612656# Make sure you have this is on your calendar for EVERY Friday.

 Wednesday, September 4—Calling all DGAs and ADMs, join your districts at the Territory Office and be a part of our Recruiting Call Clinic Night. You asked for it, we are giving it to you!

 Wednesday, September 11—4th Quarter DDP TAC—Territory Office.

Tim McGill in town.

 Monday September 16—Thursday September 19—National TSM Meeting at Home Office—Randy out of town.


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Territory Overview W E E K

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T O P A C H I E V E R S

Team Plant has dominated the Indiana Territory during the 3rd Quarter and week 37 is no different. Congratulations on a nice $11,613 of production. Trailing close behind is Team Peachee with $7,692 and not far behind Team Brindle with $6,676. Remember, every dollar counts! Leading our stellar ADM group is veteran Ky Yarling with a strong $8,514. Let’s keep this trend going on into the 4th Quarter!

Ky Yarling ADM Plant District $8,514

Territory Week 37: 2 New Case 2 New Contract

Howard Horowitz ASR Peachee District $1,928

Production: $28,170 Territory Quarter to Date:

Parrish Peachee DGA $5,315

15 New Cases 17 New Contracts Production: $434,128

Brenda Bowling-Morrow

ASR Plant District $1,756

Territory YTD:

Joey Scheidler ASR Brindle District $3,645

44 New Cases 84 New Contracts Production: $1,440,327

Dennis Byers ASR Plant District $1,370

Knowing is not enough; we must apply. Willing is not enough; we must do. Johann Wolfgang von Goethe


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Third quarter processing deadlines Make sure your business is submitted on time Updated: 09/06/2013

Third quarter processing deadlines New contract submission -- received by Friday, Sept. 20 The last day to submit completed new producer and new manager contracts to count toward third quarter recruiting goals is Friday, Sept. 20. For the contract to be considered complete, the new producer or manager must have passed the market conduct test, have a license and background issues need to be explained, if applicable. We'll process contracts received after Friday, Sept. 20, in the order received, but this doesn't guarantee processing for third quarter. Be aware that different jurisdictions have various turnaround times for background checks. For an easier, faster and paperless contracting system, visit the Online Contracting page on Propr. Review contracts submitted online 24/7 on your online dashboard. Questions? Email Contracts@ColonialLife.com. Manual business -- received by Tuesday, Sept. 24. Clean census enrollment files -- received by 6 p.m. Wednesday, Sept. 25. Clean electronic business -- received by 6 p.m. ET Friday, Sept. 27. New business -- will continue to be processed until 7 p.m. Friday, Sept. 27. No compensation payment impacts Make sure you follow insurance laws You can't sell, solicit or negotiate insurance on behalf of Colonial Life/ Paul Revere (and can't be paid commissions) unless you're properly licensed and appointed, where applicable, in the resident or non-resident state. Learn more about licensing requirements on Propr.


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The second item in our Life Insurance Awareness Month promotion is our Life Product Spotlight. It highlights our full life product portfolio including positioning tips and competitive information. Click here for the recorded version with audio. Click here for a PDF of the slides. I’d also like to point to a neat article called Life Insurance by the Numbers.


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Youville webinar Thursday, Sept. 19 1 p.m. ET Join web conference: https://egc.unum.com/salestraining To dial-in manually: (888) 238-7803 From a company cell phone: (207) 575-6703 Calling from field office: Ext. 56703 Passcode: 2136332# New version of QlikView

In Harmony® now QlikView 11 is here. This upgrade will affect Enrollment Data Return and Enrollment Summary + Details. What this means to you

QlikView reports in Harmony will have an updated look and will match the new AIMS interface.

When you export to Excel, the following items will be in a different format: Deduction Frequency, Deduction Amounts, Salary, Beneficiary Percentage.

When you export to Excel, the leading zeros for social security numbers and employee IDs will be retained. If you send your customers the exported Excel files, you'll want to let them know about the formatting changes listed above. If you have any questions about the upgrade to QlikView 11, please contact the Enrollment Solutions Help Desk at (800) 438-6423, option 2, 5 and 1.


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1st Quarter Winners:

2nd Quarter Winners:

Jeff Brindle—Gold

Ryan Ogle—Silver

 

Mark Lubbs—Silver David Brill—Silver

Teresa Christman—Silver

Ryan Ogle—Silver


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Art may be in the eye of the beholder But Italian art is magnifico The art in Italy, Monaco and Nice will dazzle your eyes. From the Renaissance masters to Impressionism and modern artists, your senses will overflow with the beauty and light that you have to see to believe. Make sure you qualify for the 2014 President's Club and Leaders Conference so you can see the world's best artwork. Check out your standings.

Important notes Passports and pregnancy Make sure your passport won't expire between now and the 2014 President's Club and Leaders Conference trips. Passports are good for 10 years. Currently, you can expect four to six weeks to get one processed after you submit the application. Get more information . If you're pregnant, Regent Seven Seas Cruises can't accept guests who will have entered their 24th week of pregnancy by the beginning of the cruise or at any time during the cruise.


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