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WELCOME TO COLONIAL LIFE ARIZONA/NEW MEXICO/EL PASO/LAS VEGAS TERRITORY

PHOENIX Tim Martin Territory Sales Manager 480-428-4707 (Direct) 480-268-5656 (Mobile) 602-254-5845 (Fax) tmartin@coloniallife.com

LAS VEGAS Maurice Moe Sullivan Assistant Territory Manager 702-862-1952 (Direct) 480-204-8066 (Mobile) 702-256-3070 (Fax) msullivan@coloniallife.com

Donna Ochoa Territory Executive Assistant 480-428-4706 (Direct) 602-254-5845 (Fax) 602-541-6045 (Mobile) dochoa@coloniallife.com

Stuart Woltz Territory Recruiter 480-428-4708 (Direct) 602-254-5845 (Fax) 310-733-7129 (Mobile) swoltz@coloniallife.com

Kim Parks Regional Instructor 480-428-4716 (Direct) 602-254-5845 (Fax) kparks@coloniallife.com

Heather Schoenwald Territory Development Manager 702-862-1953 (Direct) 702-748-3422 (Mobile) 702-256-3070 (Fax) hschoenwald@coloniallife.com

Marti Black Territory Executive Assistant 702-862-1951 (Direct) 702-467-0978 (Mobile) 702-256-3070 (Fax) MHampton2@coloniallife.com

1 NORTH CENTRAL AVE. #850, PHOENIX, AZ 85004

400 S. RAMPART BLVD. #250, LAS VEGAS NV 89145


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http://swlegend.com

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New Agents Raymond Scholz Darlene Simala Sabrina Hagan-Finks

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District

# of Employees

Echols Brett Ingraham

5 ee’s

Gesz Nancy Northrop Nancy Northrop

3 ee’s 4 ee’s

Lane Angela Olson/Doug Forster Karen Kita

33 ee’s 9 ee’s

Marquez David Manske David Manske David Manske David Manske David Manske David Manske David Manske David Manske Austin Walton

61 ee’s 65 ee’s 63 ee’s 40 ee’s 148 ee’s 48 ee’s 37 ee’s 16 ee’s !!!!!!!! 5 ee’s

Torres Sharon Romanucci Bryan Wisda

7 ee’s 6 ee’s

Renteria Lisa Renteria Maria McGlothen

100 ee’s 70 ee’s

Zubia Orlando Mercado/Anne Nichols 554 ee’s

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Week 5

QTD Top 5 in Net Sales Credits

1

PHILLIPS, DAVID

QTD Sales Credits 55,810.96

2

RENTERIA, LISA BETH

41,847.06

Rank

Agent Name

Rank

Agent Name

QTD Sales Credits

1

PHILLIPS, DAVID

12,775.51

2

NEUZIL, DONNA JEAN

11,571.71

3

BUFFONE, MARY C

38,230.60

3

DUNHAM, KYM ELIZABETH

10,428.12

4

SEAMAN, JESSICA GAIL

36,549.57

4

GARCIA, CLARENCE L

9,302.19

5

DUNHAM, KYM ELIZABETH

31,019.02

5

BLANCHARD, NICOLE

9,253.50

Rank

Agent Name

QTD Top 5 in Net New Account Sales Premium Rank

Agent Name

QTD New NASP

Top 5 Coordinators YTD QTD Sales Credits

1

SEAMAN, JESSICA GAIL

$51,108.15

1

DUNHAM, KYM ELIZABETH

9,451.80

2

HOMMINGA, JOSEPH CHRISTAIN

$37,770.49

2

MACKAY, CECILIA MARTINEZ

6,773.11

3

GONZALEZ, JACQUELINE PAPKE

$32,063.85

3

PLETT, HEIDI

6,699.27

4

RENCHER, MONIKA

$29,227.20

4

PHILLIPS, DAVID

6,469.97

5

ROMANUCCI, SHARON J

$25,353.00

5

WEBSTER, MICHAEL S

6,262.94

Case Count

Rank

District Manager Name

New Account Sales

QTD Top Reps in New Case Counts Rank

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Top 5 Benefits Counselors QTD

Agent Name

Top Districts QTD in New Account Sales

1

SEAMAN, JESSICA GAIL

3.00

1

ZUBIA JR, GUILLERMO

$111,286.56

2

GUERRA SANCHEZ, GLORIA VIOLETT

2.00

2

THRESHER, JAMES D

$63,778.14

3

MARQUEZ, MARK

$44,654.64

4

KOHORST, JACQUELINE

$39,189.24

5

TORRES, MANUEL

$28,312.20


Onboarding Services' hours expanding in 2017 To more effectively support our business partners, Onboarding Services will be changing its hours of operation to 8 a.m. to 6 p.m. ET, Monday through Friday beginning Jan. 4, 2017. The change will allow for more coverage during peak call hours. We appreciate all you do and look forward to supporting you in 2017. Colonial Life in the News: For Cash-Strapped Workers, ‘Insurance on Insurance’ Companies are helping to cover out-of-pocket costs, and the insurance industry is offering so-called gap policies. Click on the link for the whole article: http://www.wsj.com/articles/for-cash-strapped-workers-insurance-on-insurance-1481025601 Funded flex program changes coming in 2017 Beginning Jan. 1, 2017, the minimum life size for a group to be offered our funded flex program will increase to 100 lives. Some additional new and exciting changes to this offer will be coming in January. Check out Propr for more. Enhanced Fast Forms tool coming soon Updates to the Fast Forms tool will help you and your teams expedite new account set up. The enhancements are scheduled to be implemented Jan. 22. Get more details, including training and webinar information, on Propr. Harmony Release Notes - January 2017 We're kicking off 2017 with a Harmony release that includes new state activations and an update to Fast Forms. The update is scheduled for Jan. 22. Learn more on Propr. 2017 Advertising Co-op program The Advertising Co-op is back this year and is now regionally aligned to better serve your requests. This program has been very popular in past years, so go to Propr now for additional details so you don't miss out.

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Health care reform update Colonial Life monitoring potential ACA changes under new administration o It seems like just yesterday that we started to get the rules around the Affordable Care Act figured out. Now a new Presidency brings the possibility of change to the health care market. As you know, this type of regulatory uncertainty can dampen and confuse the market, coaxing decision makers into a “wait and see” mode in regard to health plans, as well as supplemental health products. o

What can we do about it? No matter what changes may take place under the new administration, the underlying need for Colonial Life’s supplemental health products remains the same. Since 2009, deductibles have increased seven times faster than wages. High-deductible health plans (HDHP) have increased by more than 200%, while other types of health plans have declined. This rapid cost shifting continues to leave employees exposed to unexpected health events at a time when the job market is loosening up and retention is top of mind for employers. So, while you’re making it clear to your clients that our products are simply the best solution for this evolving market, you can be sure that we will be staying on top of regulatory shifts in health care reform. Remember,

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We will be sending you periodic communications on what any possible regulatory changes will mean to you and your business as you look for ways to capitalize on the new market.

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SW LEGENDS Territory Newsletter Week 5, 2017  
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