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O REGON /I DAHO T ERRITORY ERIC WEILAND TERRITORY SALES MANAGER Tuesday July 8, 2014

Fourth of July Lake—Idaho

Contents 

Announcements for July 7th-11th -Welcome to...new agents! -Class registration & dates -RSVP for summer picnics! Idaho deadline is July 15th!

          

Important info regarding Colonial managed laptops Ride the Recruiting Wave! Contest Weekly Numbers (Week 27) 3rd Quarter Numbers, YTD Numbers New accounts Monday Morning Webinar Schedule (through December) Let’s hit plan! Where are we currently? 2015 President’s Club & Leaders Conference 2014 President’s Club & Leaders Conference Pictures! Calendar– What’s coming up? Territory Office Info

Propr Webinar for New Salespeople

Jeff Edwards (ASR—Cornett)

To the Oregon/ Idaho team!

The Monday and Thursday Propr webinars are no longer being offered. It is available on the

Elena Filenova (ASR—Bringhurst/Bringhurst)

rotation of Monday webinars through Onboarding– check out page 10 for times!

Upcoming Classes and Trainings

Portland Class Dates July 15-17 Class 180 Please note– classes 170 (prospecting) July 23 Public Sector w/ Todd and 161 (selling to the employer) have Mason—RSVP to Alex by 7/21 been combined into one 3 day class, July 29 Class 901 *DATE CHANGE 180– Direct Marketing. Class 901 is August 12-14 Class 180 Harmony Enroller. August 28 Class 901 Contact RI Branden Campbell Boise Class Dates with any questions at August 20-22 Class 180 *DATE BCampbell@ColonialLife.com CHANGE or 503.333.3206 August 22 Class 901 Click HERE to register for classes!

Lori Smith—7/10 Brian Engelhard—7/11 Buck Wagner—7/14 Katie Bearden—7/14 From all of us at the Territory office, happy birthday!

Summer Picnics RSVP by 7/1 (OR) or 7/15 (ID) Oregon ~ August 2nd Idaho ~ August 23rd

Contests 2015 President’s Club & Leader’s Conference Ride the Recruiting Wave!

Call Clinics at the Territory Office Every Monday 1-5pm Every Friday 9am-5pm Keep your week filled by coming to the call clinics and scheduling those DM appointments. Dialing for dollars! We’ll see you there!

PLEASE READ THE FOLLOWING:

Windows XP Support FAQ Common questions about Windows XP support Microsoft has announced that it will end support, including critical security patches, for Windows XP in April 8, 2014. Due to the increased risk that this creates, Colonial Life will continue to provide limited support for laptops with Windows XP until August 1, 2014. As such, you should start preparing for this transition soon. What should I do with my old laptop? Prior to August 1, you should backup all of your personal data and then run the Factory Recovery CD that came with your laptop. For some backup tips, please see the article on Propr here. What if I can’t find my Factory Recovery CD? We understand that that it may have been years since you’ve seen that disc. We’ve got your back. Just shoot us an email to recovery.disk@coloniallife.com with the model number, serial number, along with a physical mailing address and we’ll get one mailed out to you. What happens when I run the Factory Recovery CD? The Factory Recovery CD will restore your laptop to the way it was when it left the factory. It will not have any of the programs that you have installed now. All of your personal data and documents will be gone. It will not be encrypted or have any Colonial Life software installed. That is why we stress the importance of backing up your data before you run the recovery CD. Will I be able to use Harmony® on the Go with this or any other Windows XP computer? It is not recommended to use the device on a computer that was not certified for Windows 7 or Windows 8. There are potential driver compatibility issues that we can’t foresee. In addition, the processor and amount of RAM on older machines would provide less than desirable performance. What options do I have to continue enrolling for Colonial Life? Here are some potential options (in no particular order): 

After restoring your Windows XP laptop, you will still be able to use it for access to Propr and Harmony Online. Note that as many

websites are upgraded, they will no longer support IE8.  

If you have/purchase a modern laptop or tablet, you can enroll online now. If you have/purchase a personal Windows 7 or Windows 8 laptop, you will be able to use Harmony® on the Go for offline enroll-

ments when it is released this summer.  

You can start a new lease with Rush Computer Rentals. You can rent a laptop from Rush Computer Rentals.

What will happen to my laptop after August 1st? If you do not restore it back to its factory state by using the Factory Recovery CD, Colonial Life will take actions to disable it. We strongly recommend that you backup all of your personal data and then run the recovery CD. If you have additional questions, contact Enrollment Solutions at 1.800.438.6423 (Option 2 and 5).

Week 27 Numbers…. WTD Top 3 DGA’s

Top 20 Benefit Counselors

WK 27 Net Sales Credits

KEZELE, WILLIAM

$24,405

GRIFFETH, JEFFREY

7,358.82

ROBINSON, RITA

$19,355

BUSCHMAN, ROXANA

1,732.36

THURSTON, DOUGLAS

$15,329

NEVILLE, KATHERINE

1,715.33

WILLIS, JENNIFER

1,641.77

CORNETT, KEVIN

1,430.81

LEACH, SUSAN

1,240.35

JARVIS, RONALD

1,089.56

KEZELE, VIRGINIA

1,039.37

Top 10 Openers

Wk 27 Sales

GRIFFETH, JEFFREY BLAISDELL, JERRY BRINK, DON

$21,025 $4,838 $3,985

PINES, ZARA

$3,376

BRYANT, MARGARET

$3,365

ELLENA, PHIL

HILLIER, ERIK

701.64

MORRIS, PAUL

214.54

$3,225

ROBISON, MARK

207.32

CORNETT, KEVIN

$1,635

BRINK, DON

184.41

NEVILLE, KATHERINE

$1,612

PAVENTY, GREG

143.64

TILFORD, JD

111.51

KEZELE, VIRGINIA

$1,450 MARTIN, MICHAEL

100.63

WAGNER, BUCK

$1,185 WALDRAM, MATTHEW

81.48

WTD Top 3 ADM's TAYLOR, MARY PAVENTY, GREG

$410

IRINAGA, MICHAEL

$288

Nice job! Keep up the good work!

—

$2,061

Quarter to Date Numbers…. (As of Week 27)

Top 25 Openers

QTD-2014 Sales

Top 25 Benefit Counselors

QTD Total Net Sales Credits

$21,025

GRIFFETH, JEFFREY

7,358.82

BLAISDELL, JERRY

$4,838

BUSCHMAN, ROXANA

1,732.36

BRINK, DON

$3,985

NEVILLE, KATHERINE

1,715.33

PINES, ZARA

$3,376

WILLIS, JENNIFER

1,641.77

BRYANT, MARGARET

$3,365

CORNETT, KEVIN

1,430.81

ELLENA, PHIL

$3,225

LEACH, SUSAN

1,240.35

CORNETT, KEVIN

$1,635

JARVIS, RONALD

1,089.56

NEVILLE, KATHERINE

$1,612

KEZELE, VIRGINIA

1,039.37

KEZELE, VIRGINIA

$1,450

HILLIER, ERIK

701.64

WAGNER, BUCK

$1,185

MORRIS, PAUL

214.54

GRIFFETH, JEFFREY

HILLIER, ERIK

$651

ROBISON, MARK

207.32

WILLIS, JENNIFER ELIZABETH

$482

BRINK, DON

184.41

IRINAGA, MEGAN

$288

PAVENTY, GREG

143.64

WALDRAM, MATTHEW

$233

TILFORD, JD

111.51

MORGESTER, CHRISTINE

$192

MARTIN, MICHAEL

100.63

BALLWEBER, THERESA

$94

WALDRAM, MATTHEW

BUSCHMAN, ROXANA

$51

—

QTD Top 3 DGAs by % of Plan

81.48

QTD Top 3 ADMs by Premium

KEZELE, WILL

24.9%

TAYLOR, MARY

4.0%

ROBINSON, RITA

21.0%

PAVENTY, GREG

0.9%

CORNETT, ERIC

2.6%

IRINAGA, MIKE

0.6%

Year to Date Numbers…. (As of Week 27)

Top 25 Openers

YTD-2014 Sales

Top 25 Benefit Counselors

YTD Total Net Sales Credits

WAGNER, BUCK

$215,031

BUSCHMAN, ROXANA

59,849.75

BRYANT, MARGARET

$183,393

GRIFFETH, JEFFREY

40,861.33

BRINK, DON

$149,515

LEACH, SUSAN

32,331.75

PINES, ZARA

$146,716

MORGESTER, CHRISTINE

26,723.91

GRIFFETH, JEFFREY

$75,219

BRYANT, MARGARET

25,640.65

MAURICE, CHRIS

$33,835

KUNKLER, KAREN

20,164.12

TAYLOR, THOMAS

$30,975

HEZELTINE, JOHN

11,568.18

WALDRAM, MATTHEW

$27,663

WILLIS, JENNIFER

9,939.82

IRINAGA, MEGAN

$24,211

WALDRAM, MATTHEW

9,502.26

HEZELTINE, JOHN

$24,127

PACE, STEPHEN

8,633.17

BLAISDELL, JERRY

$22,235

MAURICE, CHRIS

8,409.18

MORGESTER, CHRISTINE

$19,070

TAYLOR, THOMAS

8,350.10

KEZELE, VIRGINIA

$18,126

CORNETT, KEVIN

8,349.76

GENDVILAS, TONY

$18,112

NEVILLE, KATHERINE

7,561.87

CURTIS, THOMAS

$16,984

ROBISON, MARK

6,625.26

POLDERVART, STEVE

$15,738

MORRIS, PAUL

6,496.89

CORNETT, KEVIN

$15,242

KEZELE, VIRGINIA

5,699.86

WILLIS, JENNIFER

$12,054

BRINK, DON JEFFREY

5,625.67

SCHULER, CAROL

$11,936

WAGNER, BUCK

5,584.55

WOLF, BENNETT

$11,452

POLDERVART, STEVE

5,508.37

MELNIK, PATRICIA

$10,678

GIRT, TRESSA

5,190.39

ALEXAKOS, DEBORAH

$10,544

IRINAGA, MEGAN

4,734.55

WARREN, LARAE

$10,399

PINES, ZARA

4,669.45

ELLENA, PHIL

$9,004

WOLF, BENNETT

4,008.20

MORRIS, PAUL

$7,159

GENDVILAS, TONY

3,893.96

YTD Top 3 DGAs by % of Plan

YTD Top 3 ADMs by Premium

KEZELE, WILL

37.7%

FORD, BROOK

34.4%

ROBINSON, RITA

36.7%

TAYLOR, MARY

31.0%

MAXWELL, DENISE

36.1%

BRINGHURST, STEVE

21.7%

3rd Quarter Case Goal= 31

2014 Case Goal= 168

Currently: 3

Currently: 40

3rd Quarter Premium Goal= $894,001

2014 Premium Goal= $5,870,000

Currently: $63,500

Currently: $1,568,207

Congratulations to the following agents and the new accounts they’ve brought to the territory in the past week! Agents who opened an account Brook Ford/Bennett Wolf (2) Channing Baker

Validated accounts (Case count) Clear Vue Inc. (Jeff Griffeth) T Austen Investment Inc. (Erik Hillier/ Rita Robinson) Zenith Properties NW LLC (Zara Pines)

https://egc.unum.com/ksamra Conference Number—1888-238-7803 Participant Code—6783527 *Please note all times are listed in eastern standard time.*

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.

July 2014 SUN

MON

TUE

WED

THU

FRI

SAT

RSVP deadline for Idaho BBQ

Alex on Vacation

Public Sector w/ Todd Mason 911am (Portland) 30 31 Class 901— Harmony (Portland)

August 2014 SUN

MON

TUE

WED

THU

FRI 1

SAT 2

Link to sign up for classes on the announcements page! Questions? Contact RI Branden Campbell at 503.333.3206 or BCampbell@ColonialLife.com

eg Or

Class 180—Direct Marketing (Portland) 17

Idah

Class 180—Direct Marketing (Boise) 24

25 Enroller Forum w/ Sheilah Rund (Boise)

26 Enroller Forum w/ Sheilah Rund (Portland)

Class 901— Harmony (Portland)

Oregon/Idaho Territory Office Contact Info Address: 5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550 Fax: 503.598.4733 Eric Weiland, Territory Sales Manager 503.329.3168 (Cell) 503.416.0552 (Office) EWeiland@ColonialLife.com Aimee Mattson, Territory Recruiter 503.416.0553 (Office) 503.459.3127 (Cell) AMMattson@ColonialLife.com Branden Campbell, Regional Instructor 503.416.0554 (Office) 503.333.3206 (Cell) BCampbell@ColonialLife.com Alex Jacks, Territory Executive Assistant 503.416.0551 (Office) AJacks@ColonialLife.com