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Northwoods Prairie News Minnesota/North & South Dakota Territory

In This Issue: Welcome New Agents Colonial Life College calendar District Numbers Top Producers News for You 2015 President & Leaders Conf.


To All New Sales Reps New to Colonial Life? The New to Colonial Life? Welcome! and Onboarding Services pages have been updated to give you easy access to important documents and information you need.

The entire staff at the MN/ND/SD Territory Office is here to help you in any way we can.

Staff contact numbers are: Darren Galgano—Territory Sales Manager—952-346-4572 Janet Blexrud—Territory Executive Assistant—952-346-4571 Jody Buell—Regional Instructor—952-346-4574 Jeff Clemenson —Territory Recruiter—952-346-4573 Natalie Bass—Territory Enrollment Coordinator—952-346-4577


March 2014 Mon

Tue

Wed

Thu

Fri

3

4

5

6

7

10

11

12

13

14

20

21

Benefit Counseling Cert. Workshop 17

18

19

MARCH MADNESS WEEK 24

25

26

Selling to the ER

Selling to the ER

27

28

31

Event Details: Mar 12 Benefit Counseling Cert. Workshop - 9 a.m. - 4 p.m. Mar 17 Conf Call to kickoff March Madness 888-238-7803 pc 5462076 Noon Central / 11a.m. MT Mar 25 & 26 Selling to the ER - 9 a.m. - 4 p.m. We highly encourage that all newly contracted Sales Reps register for all Colonial College classes upon final contract approval REGISTRATION DEADLINE FOR ALL COLONIAL COLLEGE CLASSES IS ONE (1) WEEK PRIOR TO CLASS DATE

To register for Colonial College class go to https://producer.coloniallife.com/ColonialCollege/CCRegistration.asp


April 2014 Mon

Tue

Wed

Thu

Fri

1

2

3

4

7

8

9

10

11

14

15

16

17

18

Prospecting

Prospecting

21

22

23

24

25

28

29

30

Manager Meeting TO Conf Rm 3

Event Details: Apr 15 & 16 Prospecting - 9 a.m. - 4 p.m. We highly encourage that all newly contracted Sales Reps register for all Colonial College classes upon final contract approval REGISTRATION DEADLINE FOR ALL COLONIAL COLLEGE CLASSES IS ONE (1) WEEK PRIOR TO CLASS DATE

To register for Colonial College class go to https://producer.coloniallife.com/ColonialCollege/CCRegistration.asp


District 1Q for week #9 Manager

New Account Sales

Existing Account Sales

Total Sales

% of Plan

New Rep New Cases Contracts

New Acct Sales

Existing Acct Sales

Total Sales

% of Plan Achieved

New Cases

Rep New Contracts

BAHR, JASON

3,232

43,204

46,436

50.47%

0.00

1

BREKKEN, JEFF

25,682

9,530

35,212

58.69%

2.00

0

GINSBACH, WES

1,026

64,293

65,319

50.25%

0.00

1

KNUDSON, SHERI

25,211

7,209

32,420

46.31%

3.00

2

KONIECZNY, SHARON

3,075

14,542

17,616

16.46%

0.00

1

MURPHY, JAMES

6,190

36,548

42,738

56.98%

2.00

4

ROOD, WILLIAM

8,917

19,190

28,107

35.13%

1.00

1

RYDEN, FLORENCE

48,164

70,498

118,662

78.58%

2.00

2

SNIDER, DAN

41,510

44,062

85,572

76.40%

5.00

2

SWARTZENDRUBER,

1,231

76,237

77,468

38.93%

0.00

2

VIALL, REBECCA

12,837

11,211

24,049

30.06%

1.00

0

Manager

District 1Q Leaders New Account Sales

Florence Ryden

Existing Account Sales

Scott Swartzendruber

Total Sales

Florence Ryden

New Cases

Dan Snider

Rep New Contracts

James Murphy

Achieved 1Q Goal!


Top Producers Agent

QTD Total Net Sales Credits

National Rank

Region Rank

COSTE, REBECCA

49544

59

9

FLUEGEL, KRISTIN

27656

206

32

GRIMSLEY, ANDREW

25759

227

35

RYDEN, DAVID M

21772

307

47

BARTHELEMY, JACKIE

21519

313

50

MCMAHON, STEPHANIE

21275

320

53

STERLING, TIMOTHY

18581

403

65

GROVE, JENNIFER

17868

427

71

PLUMMER, GAIL

16420

480

80

HAGER, KELLY

15182

535

90

LAMBERT, JILL R

14561

557

92

RHODES, WADE

13605

599

98

CLIFFORD, SAMUEL C

12746

647

103

CANNING, BRENDA

12322

675

113

WINSCHER, BERNIE

12081

695

117

MCGOWAN, PAT

11640

723

121

VIALL, JOEL

11117

754

128

WOKASCH, MELISSA

10817

773

131

SWARTZENDRUBER, ZACH

10575

789

133

DUDECK, ANNA

10480

797

136

WOODMAN, JOHN

10343

809

138


Top 10 Coordinators QTD QTD CD Net Sales Credits

National Rank

Region Rank

LANGEVIN, BETH

9271

65

12

LUCAS, MEGHAN

8839

68

13

CANNING, BRENDA

8521

75

15

RYDEN, DAVID

6894

98

22

MCMAHON, STEPHANIE

5577

114

24

BASS, NATALIE

5302

125

25

WOKASCH, MELISSA

3959

168

36

SEDLACHEK, BRIAN

3608

180

40

PLUMMER, GAIL

1667

329

63

SWARTZENDRUBER, LACIE

1458

358

66

Agent

Top 10 Enrollers QTD QTD EN Net Sales Credits

National Rank

Region Rank

COSTE, REBECCA

20787

61

9

LAMBERT, JILL

14506

168

22

GRIMSLEY, ANDREW

14422

172

25

DUDECK, ANNA

10470

313

40

JENDRO, TYLER

9046

382

50

WINSCHER, BERNIE

8799

400

57

LUDWIG, DESIREE

7458

511

77

NOWAK, ERIC LEE

6422

600

92

WOKASCH, MELISSA

6411

601

93

GUSTAFSON, PEGGY

6247

620

95

Agent


Premier Districts YTD YTD Total Premium

% Annual Goal

YTD Net Cases

YTD New Contracts

STANLEY JR, PAUL

2,502,790

72.80%

3

0

FAIRCHILD, ELSIE

376,474

14.90%

8

1

CONLEY, JOSEPH

755,993

13.70%

9

4

CLARK, GRAEM

567,817

13.00%

14

1

ROMANO, ANTHONY

309,918

12.40%

11

2

REYNOLDS, ROSEANN

243,461

9.70%

3

1

1,211,314

9.50%

11

11

ELLIS, ROBERT

282,933

9.30%

3

0

THURSTON, DOUGLAS

375,066

9.10%

7

1

BOOZER, TODD

289,335

8.20%

2

1

FERNANDEZ, JOE

192,451

7.70%

1

1

DOUGLASS, KERRI

297,214

7.00%

5

2

HARNED, JEFFREY

199,065

6.90%

1

1

OSBORNE, SHAWN

570,039

6.80%

6

11

BOWLING, RON

200,541

6.70%

3

1

RUSSEY, KYLE

217,817

6.50%

3

1

GROVE, MARC

342,425

5.90%

5

0

SCHNEIDER, JOHN

155,392

5.90%

0

1

BIEL, BRAD

236,899

5.80%

2

1

EVANGELISTA, JOHN

125,876

5.00%

4

0

TODD, ANDRE

118,699

4.00%

2

1

DGA

HANNON III, THOMAS


National sales training call Date: Thursday, March 13 Time: 1-2 p.m. ET Join the webinar: https://egc.unum.com/salestraining In the pop-up box, enter your local phone number (include the 1 before the area code). You'll get an automatic call-back. Press 1 to join the audio portion of the webinar. There's no charge for the call-back. If your calls are routed through a switchboard, use these phone numbers: U.S./Canada toll-free, (888) 238-7803; Colonial Life corporate cell phone users, (207) 575-6703; Colonial Life field office, 56703. Use passcode 2136332#.

First quarter processing deadlines 

Clean manual business—received by Monday, March 24

Clean census enrollment files—received by 5pm CST, Thursday, March 27

Clean electronic business—received by 5pm CST Friday, March 28

New business—will continue to be processed until 6pm CST on Friday, March 28

The first quarter new contract submission deadline is Friday, March 21.

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


Compensation A new way to look at your compensation Have you checked out the new Comp Statements and My Comp tools in Propr? These new tools are designed to provide you access to your compensation information every week. The new look is easy to navigate, and it works with mobile devices. Get details on Propr.

Leadership training Business planning webinars Field Leadership Training will conduct a business planning webinar for DGAs this month that will review our business-planning process, how to translate goals into actions and review using the "Work the Numbers" spreadsheet and the business-planning template. The webinar is scheduled for: Join the webinar by using this link and/or call-in number: Link: https://egc.unum.com/joeclark/ Call-in: (888) 238-7803 Passcode: 2137157

Promote the new Plan Administrator website The My Account Administration for Plan Administrators website is a great service we provide our plan administrators. We're offering you an incentive to promote this service to your existing or new accounts. Get all the details on Propr.

Broker sales Latest broker newsletter now available Don't miss the latest Colonial Life News for Brokers newsletter with great topics, such as our newest underwriting efforts, a preview of our new Cancer Assist product and more. View a web version of the newsletter here


2015 President's Club and Leaders Conference 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 world-renowned 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.

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 on-site 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 and Famous” travelers that frequent this Caribbean gem. You don’t want to miss this fantastic Leaders Conference. Make a plan to be there for your Grand Escape.


Northwoods prairie news wk 9