Friday, June 20, 2014 Volume 8, Issue 24
Are You Going to Finish Strong? Nick Vujicic was born with no arms or legs – but he doesn’t let the details stop him. The brave 26-year-old – who is mainly torso – plays football and golf, swims, and surfs, despite having no limbs. Nick has a small foot on his left hip which helps him balance and enables him to kick. He uses his one foot to type, write with a pen and pick things up between his toes. “If I fail, I try again, and again, and again. If YOU fail, are you going to try again? The human spirit can handle much worse than we realize. It matters HOW you are going to FINISH. Are you going to finish strong?” “It’s a lie to think you’re not good enough. It’s a lie to think you’re not worth anything.”
!! w/ end-of-2-Q #s! /1 7 y a sd e u T t ou es Next issue com
Revised ASR/Rep Income Estimator (Re-)Launched Got this email a week ago from Gil Youmans, National Direct Sales Guru and Whisperer Several people have asked about an old tool we used to have for ASR comp modeling called the “ASR Income/Activity Estimator”. This tool can be used to enter a rep’s budget info and income needs, and then (based on inputs around case size) it will calculate how much the rep needs in terms of cases and premium to hit that income target. This model used to be very popular but it has not been updated in a while. With Libby Tucker and Tom Murphy’s help it has now been revised and posted on Propr. Click here to check it out: Link to Income-Activity Estimator. You’ll see it on the right side, near the bottom of “Recommended Items”. It might take a little while to get used to the feel of it, but there are instructions included to show you how to use it. Please let me know if you have any questions. Following the link leads you to:
ASR COMP PLAN Understand Your Compensation Have you ever wondered how you’re being compensated for your hard work? Don’t be left in the dark! Use these resources to help educate you on your compensation plan. In these resources, we outline the complete compensation plan for an Agency Sales Rep (ASR). We also provide training courses that break down how bonus payments are made and how our sales compensation works. This helps educate you on how our sales compensation works and how the quality of your business can impact your compensation. Currently the requirement to qualify for renewal commissions for an ASR is 50,000 net unit sales credits. Visit the Compensation Basics and Compensation Bonuses for Reps training courses for more information about your compensation. Finally, click on that link in the lower-right hand corner to go to the 2014 ASR Income-Activity Estimator:
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GO FOR NO!
"GO FOR NO!" AUDIO PODCAST An Interview with the Authors of "Go for No!" When you prospect, odds are you'll hear a lot of objections and rejections. But hearing that "No" answer can actually help motivate you to reach your goals. Listen to this audio interview with the authors of the book Go for No! Yes is the Destination, No is How You Get There, and you'll hear as authors Richard Fenton and Andrea Waltz explain the "Go for No" philosophy. LEARNING OBJECTIVES
Learn how to overcome rejections and increase your prospecting activity Adopt the philosophy of "Go for No!" to improve your motivation during prospecting Set prospecting goals
Training Media Resources: "Go for No!" Audio Podcast On PROPR at https://my.coloniallife.com/producers/Training/Training%20Curriculum/Opening %20New%20Accounts/Prospecting/Go%20for%20No%20Audio%20Podcast.a spx. Open with your favorite media player! Also available on Propr via this path: Home -> Training -> Training Curriculum -> Opening -> New Accounts -> Prospecting -> "Go for No!" -> Audio Podcast Learning Method: Blended Learning Duration: 21 minutes—this is a condensation (by Tom Gilligan) of a ~58:00 podcast which can be found online for free if you Google it. 3
End of Quarter Business Deadlines New contracts - The deadline is Friday, June 20. The last day to submit completed new rep and new manager contracts to count toward second quarter recruiting goals is Friday, June 20. For the contract to be considered complete, the new rep or manager must have passed the market conduct test, have a license and explain all background issues, if applicable. We'll process contracts received after Friday, June 20th, in the order received, but this doesn't guarantee processing for second quarter. Clean manual business – received by 4 pm PT on Tuesday June 24 2014 to guarantee 2nd Qtr processing. Clean census enrollment files – will continue to process until 3 p.m. PDT Thursday, June 26th, 2014 for 2nd Qtr processing.
Clean electronic business – will continue to process until 3 p.m. PDT Friday, June 27th, 2014 for 2nd Qtr processing. Manual business – will continue to process until 4 p.m. PDT Friday June 27 2014 for 2nd Qtr processing. No compensation payment impacts. New agent/broker contracts – received by Monday, June 16th, 2014 to guarantee first quarter processing. For the contract to be considered complete, the new candidate must have passed the market conduct test, have a license, and any background issues need to be explained. We’ll process contracts received after June 16th in the order received, but this doesn't guarantee processing for the first quarter. 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. Commission Set Up Sheets (CSUS) – 5-business-day turnaround time when received. Make sure business you submit is clean business. Deadlines Are Important When you meet quarter-end processing deadlines, it ensures that we have enough time to process your business before we calculate quarterly bonuses. We'll continue to process your business until the deadline, but we don't guarantee that it will count for this quarter. To count for quarter-end bonuses, the business must be submitted and processed in this quarter. For most other bonuses paid on a year-to-date basis, business not submitted and processed on time is counted for the next quarter and paid accordingly. Holding your business or not meeting these deadlines could affect your bonus payout. See your compensation plan guide for complete details at Compensation > Plans, Schedules & Policies > [your compensation plan for your contract type]. So Please Remember To Submit business immediately and frequently. Don't wait until the last minute. If you send in your business early, we have more time to address any submission errors or unclean business. It's even more important toward the end of the quarter so we can process your business before cut-off dates. Keep your license and appointment current and up to date with us. Fax your updated license for each state in which you need to be appointed to 1-866-433-8917 or email to License@ColonialLife.com. Turnaround time is 24/48 hours to be updated. Please include your producer code number. Use Electronic Signature Capture when possible for quick processing. Mail completed paper applications immediately after transmitting electronic non-signature business. Always include a copy of your Sales Summary with the signed applications and retain a copy for your records in a secured location. Use the updated Track-an-App on Propr to track the status of your applications. Click the Business4 links in Work Essentials.
DIRECT SUMMIT CONTEST (p. 1 of 2)
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DIRECT SUMMIT CONTEST (p. 2 of 2)
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DASH FOR CASH!
CI Summer Dash for Cash For a limited time -- a new summer bonus Cash in this summer with our new CI Summer Dash for Cash bonus. Here’s how it works: Between June 1 and Aug. 29, 2014, every preapproved eligible account that successfully sells Critical Illness 1.0 and reaches a minimum of $2,000 in new total net sales premium (from any combination of products, it doesn’t all have to come from Critical Illness 1.0) will earn a $200 bonus. Bonus payment is allocated based on the opener premium split. The bonus will be paid monthly, and is for career agents only. This bonus is in addition to the commissions and bonuses sales managers and their reps can earn from their regular compensation plan. District managers will get a spreadsheet listing accounts in their area eligible for this bonus. In addition to providing key account contact information, the list will also outline suggested ways to get in the back door with each account. Look for an email from your territory’s In-Force Growth Consultant in the next two weeks. We are very excited to announce this summer’s limited time bonus “CI Summer Dash for Cash” - created with a Critical Illness focus for select unreworked accounts. The details are as follows: Between June 1 and August 29, every eligible account that successfully sells Critical Illness 1.0 (Critical Illness 2001 in Minnesota) and reaches a minimum of $2,000 in new total net sales premium (from any combination of products) will earn a $200 bonus. We have identified and approved over 13,000 unreworked accounts that are eligible for this bonus nationwide.
Bonus payment will be allocated based on the opener premium split, will be paid monthly, and is for career agents only. This bonus is in addition to the commissions and bonuses your managers and reps can earn from their regular compensation plan. But wait, there’s more! We want this promotion to be simple and well understood. So to make things even easier, each District Manager’s customized list of eligible accounts will not only provide them with the account’s key contact information, it will also help get them thinking about ways to get back in the door by telling them: If the account is pre-approved to offer PEGI for Critical Illness 1.0 and GI for Whole Life 1000 (see the Two by Four Coverage Solutions flier for clients with under 100 employees for guidelines), If the account currently has a standalone cancer product in-force, If the account is potentially eligible for the Free AD&D offer and should be submitted through marketing programs for approval (and we will provide a link to the approval form), If the account is preapproved for new case count credit (if it reaches total net sales premium of at least $2,500), and If the account has an inactive agent code still assigned any portion of a role (other than case count) on the CSUS. In which case, they will want to send in an updated CSUS with territory approval and make sure the new opener (if applicable) is aware their account is eligible for this bonus. Please let me know if you have any questions and thank you for your partnership! Colonial Life reserves the right at any time to modify or eliminate this program & any associated bonus altogether, if the company determines it is in its best interest to do so. 7
June 22 2014 - July 26 2014
Calendars Sunday
22
Monday
23 STEVE IN SD & LV
Tuesday
Wednesday
Thursday
Friday
24 STEVE IN SD Las Vegas Colonial Life College Presenting to the Decision-Maker Class Joel Johnston, 48, 10:00 Hector Garcia, 7, 12:00 Sherry Eggler, 10, 2:30
25 STEVE IN SD Las Vegas Colonial Life College Presenting to the DecisionMaker Class Bill Kairis, 4, 8:30 Eliseo Artiaga, 9, 9:00 Hector Garcia, 7, 9:30 Joel Johnston, 2, 9:30 Melissa Carrillo, 10, 10:00 Sherry Eggler, 200, 11:30 Chuck Beckmire, 9, 1:30 Alena Rakitina, 20, 2:00 Joel Johnston, 10, 2:00
26 STEVE POLK AND CHRISTINA POLK IN SAN DIEGO OFFICE SD CLC Group Briefing Stephen Sims PTO Jennifer Nila, ?, 9:00 Whitney Criscola, 6, 10:00 Jennifer Nila, 8, 10:00 Jennifer Nila, 35, 11:00 Louis Petrancosta, 60, 3:30
27 STEVE IN SD & LV Stephen Sims PTO
Saturday
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End of 2nd Quarter SD Lunch: O’s American Kitchen
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30 STEVE IN LV
JULY 1 STEVE IN LV Hector Garcia, 3, 9:30
2 STEVE IN LV SD CLC Presenting to the Employer Class Joel Johnston, 20, 10:00 Todd Kiehnau, 8, 2:30
3 STEVE IN LV SD CLC Presenting to the Employer Class Stephen Sims PTO
4 MEMORIAL DAY HOLIDAY – ALL TERRITORY & HOME OFFICES CLOSED
5
6
7 STEVE EN ROUTE TO LA FOR DDP Stephen Sims PTO
8 STEVE AND TERIE and TRENT IN LA for KO of 3 Q 2014 DDP Sherry Eggler, 30, 11:00
9 STEVE IN SD Joel Johnston, 30, 10:00
10 STEVE, HEATHER, TRENT, MELISSA, & TERIE IN TEMECULA
11 STEVE IN TEMECULA AND LV SD Lunch: Firehouse Subs
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13
14 STEVE IN LV Jennifer Nila, 29, 11:00
15 STEVE IN LV
16 STEVE IN LV
17 STEVE IN LV Melissa PTO
18 STEVE IN LV Melissa PTO
19
20
21 STEVE IN SD & LV Melissa in Columbia SC
22 STEVE IN SD Melissa in Columbia SC Russell Brown, 15, 8:00
23 STEVE IN SD Matthew Apana, 15, 11:00
24 STEVE IN SD
25 STEVE IN SD & LV
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3rd QUARTER MGR MTG: PONTE WINERY
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PRODUCT SPOTLIGHT
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Monday New Rep (OnBoarding) Webinars Day Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday Monday
Date 6/23/2014 6/30/2014 7/7/2014 7/21/2014 7/28/2014 8/4/2014 8/11/2014 8/18/2014 8/25/2014 9/8/2014 9/15/2014 9/22/2014 9/29/2014 10/6/2014 10/13/2014 10/20/2014 10/27/2014 11/3/2014 11/10/2014 11/17/2014 11/24/2014 12/1/2014 12/8/2014 12/15/2014 12/22/2014 12/29/2014
9:00am LinkedIn Track An App New Account Welcome Process Track An App Sales Performance Benefits Communication & Education Harmony® Setup Harmony® Enrollment Using Wellness for Working Conditions LinkedIn Sales Performance Basic Flexible Benefits Propr Colonial College Business Quality Index New Account Welcome Process Benefits Communication & Ed. LinkedIn Track An App Sales Performance Using Wellness for Working Conditions My Account Administration Harmony Enrollment Harmony Setup LinkedIn Track An App
10:00am Business Quality Index New Account Welcome Process Harmony Setup LinkedIn Basic Flexible Benefits Colonial College New Account Welcome Process My Account Administration Track An App Business Quality Index Harmony® Setup Harmony® Enrollment Using Wellness for Working Conditions Benefits Communication & Ed. LinkedIn Sales Performance Basic Flexible Benefits Propr Colonial College Business Quality Index Colonial College Basic Flexible Benefits New Account Welcome Process My Account Administration Business Quality Index New Account Welcome Process
12:00pm Colonial College Business Quality Index Harmony Enrollment Sales Performance Propr Business Quality Index LinkedIn Sales Performance Colonial College Propr Using Wellness for Working Conditions New Account Welcome Process My Account Administration Track An App Harmony Enrollment Business Quality Index Harmony® Setup Harmony® Enrollment Using Wellness for Working Conditions Benefits Communication & Ed. LinkedIn Sales Performance Basic Flexible Benefits Propr Colonial College Business Quality Index
OnBoarding Services offers training webinars every Monday!! Since August 26th, 2013, each Monday at 6 am, 7 am & 10 am Pacific Time, the Onboarding Services team has conducted a rotating series of national webinars to support managers and their teams. The list of topics, dates and times for the remainder of 2014 are shown in the chart above. You will also find a webinar flier on the next page that can be used to promote these webinars with your teams. We are all committed to your growth and success. Gain the knowledge, skills and tools needed to train and develop a successful team by participating in the educational webinars! If you have any questions at all please don’t hesitate to reach out to the Onboarding team at 1-877-486-4930. (See next page for NEW webinar flyer.) Here are the updates to Propr this week: Inforce Growth & Development Steps to Success – This newly rebranded guide is now available to download (formerly known as the Account Management Playbook). Recruiting Videos – There are several new recruiting videos available to you – with a total of 23 videos to show potential recruits! Be sure to check them out. Internet Explorer Users: If you are using IE 8 (which is the standard browser for Unum devices), you will need to turn off compatibility mode to use forms on Propr. For example, the registration form will not
give you the correct number of columns to complete if you do not turn off compatibility mode. To turn this off, follow these steps: Open Internet Explorer Go to “Tools” then “Compatibility View Settings Be sure your settings look like the option belowIn particular, make certain that you UNCHECK the option to “Display all websites in Compatibility View.” If you want to display some sites in Compatibility View then add them individually in the “Add this website” field. The next time you open Internet Explorer, you should be 10 able to access all Propr forms correctly.
Monday morning OnBoarding webinars
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Reminder: New CA Disability Forms ready! Coverage: To prepare for July 1 CED enrollments, new brochures and outlines of coverage will be available as of June 1, 2014 on the Online Ordering System. The title description in the ordering system will indicate that these brochures should be only used with sales for Coverage Effective Dates of 7/1 or later. The Psychiatric and Psychological Conditions exclusion will be removed. Existing disability brochures that do not include information on psychiatric and psychological conditions will be removed from the Online Ordering System on July 1. New brochure numbers for 07/01/2014 or later CED:
Disability 1000: 101166-1 Use the -1 version CA Care Injury/Sickness On/Off-Job: 100193-1 version
CA Care Injury/Sickness Off-Job: 100203-1 version Accident 1.0 Injury/Sickness On/Off-Job: 100335-2 version
Accident 1.0 Injury/Sickness Off-Job: 100347-1 version New brochure numbers for 7/1/14 or later CED (Spanish):
Disability 1000: 101167-1-CA-SP Use the -1 version
CA Care or Accident 1.0 Injury/Sickness Disability Rider Outline of Coverage for 7/1/14 or later CED: 77607
Disability 1000 Outline of Coverage for 7/1/14 or later CED: 77605 Existing Plan Codes and Contracts: Contracts initially issued will not indicate that psychiatric or psychological benefits are available. However, there will be a follow-up mailing to these customers to provide the updated contracts with psychiatric and psychological conditions benefits. Existing Premiums: Contracts issued during this time will have the same premiums as current disability policies and riders. There will be no change in premium. While this select group of customers will mailed updated contracts at a later date that will include psychiatric and psychological benefits, their existing premiums will remain the same. Harmony: Existing plan codes, premiums and outlines will be available on Harmony until the 8/24 Harmony release.
Coverage Effective Dates of August 25 or later sold (After 8/24 Harmony Release): Disability 1000 and the disability riders associated with accident plans will have new plan codes, new premiums
CA Care Injury/Sickness On/Off-Job: 100215-1-CA- and new contracts that include psychiatric and psychologiSP version
CA Care Injury/Sickness Off-Job: 100216-1-CA-SP version
cal benefits. The brochures remain the same from the initial July 1 release.
Accident 1.0 Injury/Sickness On/Off-Job: 100339-1- New Plan Codes: New plan codes will be available on the CA-SP version
Accident 1.0 Injury/Sickness Off-Job: 100348-1-CA-
Harmony selling screens for Disability 1000, CA Care and Accident 1.0 disability riders.
New Premiums: The new premiums will be approximately 9% higher to take into account that psychiatric and psyExisting outlines of coverage that do not include informachological benefits will be payable on these contracts. tion on psychiatric and psychological conditions will remain in Harmony until new ones are made available in the New Outline of Coverage: Harmony screens will also be updated with the new outlines of coverage that indicate 8/24 Harmony release. psychiatric and psychological conditions benefits are New outlines of coverage for a 7/1/14 or Later CED can available. be ordered on the Online Ordering System on 6/1/2014. SP version
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Harmony on the Go! (p. 1 of 2) the non-techies, that means our offline enrollHarmony on the Go makes offline enrollment easier for our salespeople! ment system operated very slowly. ENROLL HARMONY OFFLINE ON ANY PERSONAL LAPTOP Harmony on the Go provides an innovative solution to the request for Bring Your Own Device (BYOD). It accomplishes this by allowing users to enroll Harmony Offline on any personal laptop that is Windows 7 or Windows 8 certified. Watch a video interview (https://vimeo.com/95443919) about Harmony on the Go featuring Tim Sox and Scottie Scott. If you were just starting out in a new job, would you prefer to pay $3,000 or $225 for required equipment? Most people probably agree that $225 is a lot more reasonable. Thanks to the creative minds in Enrollment Solutions, our salespeople can realize those savings by accessing our offline Harmony enrollment system safely and securely at less than a tenth of the cost as before. How did this come about? Bill Laird, enrollment technology consultant, Service Operations, saw a problem and knew he had to find a solution that didn’t require millions of dollars or many years to develop. For the past 20 years, Colonial Life required its salespeople to participate in a managed device program. That means when they signed on to sell our products, they had to lease a laptop from us, to the tune of about $3,000. This program has worked for a while, but it comes with its challenges. Not only is it costly for our sales partners, it’s limited by the use of 32-bit technology, a far cry from today’s 64-bit standard. For
Enter Windows to Go technology—a portable desktop developed by Microsoft, the same Windows-based platform Harmony is built on—that equips users to work anywhere using an environment that mirrors a Colonial Life managed laptop. Now, the entire Harmony offline enrollment system also lives on a fully secure, portable USB drive that can be plugged into any Windows 7 or 8 certified machine. Just like our current managed laptops, the device login screen has a unique password and boots up an entirely separate operating system from the host laptop or tablet it’s running on. In addition to a secure login and an isolated operating system, the device itself uses military grade technology that makes it completely tamper resistant. “We’re focused on helping our sales partners be successful by delivering tools and capabilities that help them provide a worldclass enrollment experience,” said Linda Bambacus, vice president, Service Operations. “Data security, cost management and mobility are critical in delivering that experience and Harmony on the Go offers all three. It’s a win-win for our company that changes not only what we do, but how we do it and that’s what innovative thinking is all about.” Harmony on the Go will be released to a pilot group of 20 sales people this week for the final testing stages and will be available to the full field in June. Have questions? Check out the Q&A documents on the front page of Propr— Harmony on the Go Q&A (pre-release questions) - also shown on the next page!
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Harmony on the Go (p. 2 of 2) Q & A
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SAVE THE DATE (p. 1 of 3)
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SAVE THE DATE (p. 2 of 3)
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SAVE THE DATE (p. 3 of 3)
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Production Statistics are for Week 24 2014 (June 8, 2014 to June 14, 2014) Top Opener, Week 24 2014: Wendy Pack (Michael Minney District)
Top Benefits Counselor, Week 24 2014: Joseph Sandlin (Jeffrey Welty District)
Top Coordinator, Week 24 2014: Andrea Tierce (Del Downey District)
Most Sales Credits, Week 24 2014: Joseph Sandlin (Jeffrey Welty District)
Top Rookie, Week 24 2014: Joel K. Johnston (Courtney McFarland District)
Top Assistant Manager, Week 24 2014: Cathy Buffone (Jesse Renteria District)
Top Manager, Week 24 2014: Michael Minney (San Diego District) Welcome (and welcome back) New Reps: Eitan A. Shafshak (William Kairis District), Alejandro Orantes (Del Downey District), and Kimberly L. Gray (Lorin Westlund District)
Territory YTD 2014 Statistics (as of 06/20/2014) 2014 YTD New Account Premium (as of 06/16)
$2,134,103.88
2014 YTD New Total Sales Premium (as of 06/16)
$5,153,094.33
2014 YTD Net New Cases
134.5
2014 YTD New Broker Tiers
7
2014 YTD New Broker Contracts
26
2014 YTD New Rep Contracts
90
Known Pending Contracts
8 18
Production Statistics are for Week 24 2014 (June 8, 2014 to June 14, 2014) Weekly Top 5 in Sales Credits Rank
Agent Name
District
Weekly Sales Credits
1
SANDLIN, JOSEPH GLENN
WELTY
27,644.04
2
SHEPHERD, RODNEY BRYAN
DOWNEY
25,228.31
3
RAMIREZ, MARGARITA ALEJANDRA
DOWNEY
24,266.00
4
PACK, WENDY DAWN
MINNEY
15,399.96
5
GUZMAN, HUGO ANTONIO
GESZ
14,696.15
Weekly Top 5 in Net New Account Sales Premium Rank
Agent Name
District
Weekly Sales Premium
1
WELTY, BRETT JASON
WELTY
$11,569.41
2
BUFFONE, MARY CATHERINE
RENTERIA
$7,756.98
3
PETRANCOSTA, LOUIS JOSEPH
SORRENTINO
$4,631.22
4
CROSBY, PETER MUZZY
MINNEY
$4,352.76
5
ARTIAGA, ELISEO
SORRENTINO
$3,748.92
Weekly Top 5 in New & Rookie Sales Credits Rank
Agent Name
District
Weekly Sales Credits
1
JOHNSTON, JOEL
MCFARLAND
7,363.36
2
PETRANCOSTA, LOUIS JOSEPH
SORRENTINO
2,547.19
3
ALBIN, SAMAR BREIK
TERRITORY ENROLLMENT TEAM
2,223.10
4
ARTIAGA, ELISEO
SORRENTINO
2,061.91
5
CRISCOLA, WHITNEY
SORRENTINO
930.40 19
Production Statistics are for Week 24 2014 (June 8, 2014 to June 14, 2014) Weekly Top 5 Openers Rank
Agent Name
District
Weekly Sales Credits
1
PACK, WENDY DAWN
MINNEY
15,399.96
2
GUZMAN, HUGO ANTONIO
GESZ
10,476.12
3
JOHNSTON, JOEL
MCFARLAND
7,363.36
4
WELTY, BRETT JASON
WELTY
5,481.10
5
BUFFONE, MARY CATHERINE
RENTERIA
4,705.83
Weekly Top 5 Benefit Counselors Rank
Agent Name
District
Weekly Sales Credits
1
SANDLIN, JOSEPH GLENN
WELTY
27,644.04
2
SHEPHERD, RODNEY BRYAN
DOWNEY
25,123.53
3
RAMIREZ, MARGARITA ALEJANDRA
DOWNEY
24,155.81
4
RUBINO, JOSEPH THOMAS
MINNEY
11,640.23
5
JARQUE, MARIA VERONICA
MINNEY
8,459.57
Weekly Top 5 Coordinators Rank
Agent Name
District
Weekly Sales Credits
1
TIERCE, ANDREA MARIE
DOWNEY
8,301.26
2
TRUMAN, TAMMY M.
TERRITORY COORDINATOR
3,637.97
3
POLK, CHRISTINA DIANE
TERRITORY ENROLLMENT TEAM
1,975.73
4
PAYNE, MICHELLE RENE
KOHORST
1,210.40
5
GUZMAN, HUGO ANTONIO
GESZ
978.69 20
Production Statistics are for Week 24 2014 (June 8, 2014 to June 14, 2014)
Top Ten Reps 2014 Net Sales Credits Rank 1 2 3 4 5 6 7 8 9 10
Agent Name BUFFONE, MARY CATHERINE TIERCE, ANDREA MARIE KENT, ELIZABETH DUNHAM, KYM ELIZABETH PAYNE, MICHELLE RENE TRUMAN, TAMMY M. POLK, CHRISTINA DIANE CROSBY, PETER MUZZY NORTHROP, NANCY MARIE SHEPHERD, RODNEY BRYAN
District RENTERIA DOWNEY RENTERIA RENTERIA KOHORST TERRITORY COORDINATOR TERRITORY ENROLLMENT TEAM MINNEY GESZ DOWNEY
Sales Credits 221,356.93 165,130.14 151,823.98 134,251.16 114,580.30 108,334.38 100,460.69 93,273.54 89,898.95 87,175.45
Top Reps 2014 New Account Premium Rank 1 2 3 4 5 6 7 8 9 10
Agent Name BUFFONE, MARY CATHERINE ROOD, BRIAN CRAIG DIMMICK, AMBER MARIE RENTERIA, LISA BETH WELTY, BRETT JASON BAKER, PATTI JO CARRILLO, MELISSA DEE POLK, CHRISTINA DIANE STACY, TONI MAHER, GREGORY FRANCIS
District RENTERIA DOWNEY DOWNEY RENTERIA WELTY GESZ SORRENTINO TERRITORY ENROLLMENT TEAM ABARZUA GESZ
Premium $181,301.22 $74,772.00 $57,917.76 $43,567.56 $42,378.46 $25,468.52 $24,573.78 $24,039.05 $19,718.55 $19,062.36
Top Reps 2014 Case Counts Rank 1 2 (TIE) 2 (TIE) 2 (TIE) 2 (TIE) 2 (TIE) 7 (TIE) 7 (TIE) 7 (TIE) 7 (TIE) 7 (TIE) 7 (TIE)
Agent Name WELTY, BRETT JASON BUFFONE, MARY CATHERINE COON, DARCY ELAINE HART, KEITH FRANCIS PARKS, JOEL RENTERIA, LISA BETH STACY, TONI CARRILLO, MELISSA DEE HUNTER, KENNETH EARL MAHER, GREGORY FRANCIS MCAREE, GREGORY KEVIN ROOD, BRIAN CRAIG
District 8 5 4 4 4 4 4 3 3 3 3 3
Case Count 8.00 5.00 4.00 4.00 4.00 4.00 4.00 3.00 3.00 3.00 3.00 3.00 21
Production Statistics are for Week 24 2014 (June 8, 2014 to June 14, 2014) Weekly Top 5 Districts in Area New Account Premium Rank
District Manager Name
Area
Weekly Sales Premium
1
WELTY, JEFFREY MICHAEL
KEARNY MESA, CA
$14,461.80
2
KOHORST, JACQUELINE
HENDERSON, NV
$11,953.20
3
SORRENTINO, GEORGE MICHAEL
POINT LOMA, CA
$10,231.92
4
GESZ, ANDRAS
HENDERSON, NV
$6,003.12
5
RENTERIA, JUNIOR, JESSE JOHN
LAS VEGAS, NV
$3,709.08
Top Districts Net YTD New Account Premium Rank
District Manager
New Account Premium
1
KOHORST, JACQUELINE
$911,785.56
2
RENTERIA, JUNIOR, JESSE JOHN
$214,998.05
3
SORRENTINO, GEORGE MICHAEL
$183,464.18
4
ABARZUA, JULIE
$160,921.03
5
DOWNEY, DEL EUGENE
$149,994.00
6
GESZ, ANDRAS
$133,734.36
7
WELTY, JEFFREY MICHAEL
$100,543.33
8
MCFARLAND, COURTNEY JEANNE
$75,246.90
9
ORNELLAS, RITA S.
$56,148.72
10
WESTLUND, LORIN KULM
$52,543.43
Top Districts Net YTD Case Count Rank
District Manager
Net YTD Case Count
1 (TIE)
ABARZUA, JULIE
14
1 (TIE)
SORRENTINO, GEORGE MICHAEL
14
3
GESZ, ANDRAS
13
4
MCFARLAND, COURTNEY JEANNE
11
5 (TIE)
KOHORST, JACQUELINE
10
5 (TIE)
RENTERIA, JUNIOR, JESSE JOHN
10
7 (TIE)
ORNELLAS, RITA S.
8
7 (TIE)
SMITH, TIMOTHY MITCHELL
8
7 (TIE)
WELTY, JEFFREY MICHAEL
8
10
DOWNEY, DEL EUGENE
7 22
Returning in July 11 issue! Leaders’ Conference, President’s Club, and LDC Standings*! 2015 President’s Club The Ritz-Carlton, Grand Cayman April 13-15, 2015 From the moment you arrive at the Ritz-Carlton, Grand Cayman, on April 13, 2015, you’ll be greeted and pampered as if you were the only guests at this exclusive resort. With the lush surroundings, the beautiful furnishings and exceptional hospitality that’s expected of a Ritz-Carlton Resort, you’ll bask in the luxury of this worldrenowned location. Sitting on the world-famous Seven Mile Beach, the Ritz-Carlton, Grand Cayman is an icon. The resort boasts five restaurants, two outdoor pools, and Blue Tip, a challenging world-class Greg Norman designed nine-hole golf course. Attendees will stay in ocean view rooms and have all meals and tours provided during President’s Club. This elegant resort is the fitting reward for all your hard work. It’s time to bask in the sunshine and renew your spirit. Some of your amenities for this elite group of salespeople during President’s Club are: Ocean-view rooms overlooking the famous Seven Mile Beach. This stretch of sand was voted the best in the Caribbean by Condé Nast readers. All meals. Hospitality cabanas on the beach. Complimentary activities for the two days at President’s Club. * LDC is a maybe
2015 Leaders Conference The Ritz-Carlton, Grand Cayman, April 15-19, 2015 Qualify for the 2015 Leaders Conference, and you’ll join the fun, arriving on April 15, 2015, for a four-night stay. You’ll also enjoy the resort that U.S. News & World Report voted one of the “Best Hotels in the Caribbean” for 2013. Take the opportunity to sooth your spirit at the Silver Rain Spa (a La Prairie Spa), voted one of the World’s Best Spas (2010 2012) and No. 1 in the Caribbean by Condé Nast Traveler. With all the onsite water sports included, you’ll have plenty of time to have fun with your Colonial Life family and friends. Grand Cayman offers a diverse range of activities for the energetic, the nature lovers and the die-hard shoppers. Take a stroll through the streets of Georgetown and you will feel like one of the “Rich & Famous” travelers who frequent this Caribbean gem. You don’t want to miss this fantastic Leaders Conference. Make a plan to be there for your Grand Escape. 23
goals! sed their sales plan as rp su Y D EA LR A 8 Managers have
DGA
Julie Abarzua
DGA
Jackie Kohorst
DGA
Courtney McFarland
DGA
Rita Ornellas
DGA DGA
Mitch Smith
Lorin Westlund
ADM DDM
Brian Rood
Cathy Buffone
PM Renteria, DGA Gesz, and ADM Go are right on the verge of doing the same!
HOW TO CONTACT US Colonial Life Las Vegas Tivoli Village at Queeensridge 400 South Rampart Boulevard Suite 250 Las Vegas, NV 89145-5723 Phone: (702) 862-1951 Fax: (702) 228-4397
TSM Steve Polk:
SBPolk@ColonialLife.com
RI Trent Smith:
TSmith@ColonialLife.com
TR Heather Schoenwald: HSchoenwald@ColonialLife.com
TEA Marti Black: MBlack@ColonialLife.com
Colonial Life San Diego
Corporate presence across social media:
Pinnacle Executive Centre 10920 Via Frontera Suite 440 San Diego, CA 92327-1732 Phone: (858) 386-4454 Fax :(858) 451-9939
TSM Steve Polk:
SBPolk@ColonialLife.com
RI Terie Bradford: TBradford@ColonialLife.com
TR Melissa Davis:
MDavis2@ColonialLife.com
TEA Stephen Sims:
SSims@ColonialLife.com 24