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Happy New Year to ALL!
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VOLUME 7, ISSUE 52
Friday, December 27th, 2013 Happy New Year to All!
The territory offices will be closed (as will the home office) next Wednes-day, January 1, 2014. Apart from that, all offices will be open REGU-LAR HOURS (8:00 am to 5:00 pm) next Monday, Tuesday, Thursday, and Friday. Decision-Maker phone labs will take place as per the terri-tory hard calendar—Monday the 30th from 1 pm to 4 pm and Friday from 9 am to 3 pm. 4th quarter 2013 ends at 4:00 pm Pacific / 2:00 pm Hawai’i time SHARP, no appeals, next Tuesday the 31st. Please make sure EVERYTHING that has been written by then is submitted by that deadline. Marti and I will be here all week for any questions or research!
Make sure your business is processed on time
Fourth Quarter Processing Deadlines
Manual business -- received by Monday, Dec. 23.
Clean electronic business -- received by 6 p.m. Tuesday, Dec. 31.
Clean census enrollment files -- received by 6 p.m. Friday, Dec. 27.
New business -- will continue to be processed until 7 p.m. on Tuesday, Dec. 31.
No compensation payment impacts.
4th quarter new contract submission -- Deadline was Friday, December 20th, 2013 The last day to submit completed new producer and new manager contracts to count to-ward fourth quarter recruiting goals is Friday, Dec. 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 con-tracts received after Friday, Dec. 20, in the order received, but this doesn't guarantee processing for fourth quarter. Please 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. Review contracts submitted online 24/7 on your online dashboard.
Christmas -- Wednesday, Dec. 25
Sales reporting and Producer Scorecards for week-ending Saturday, Dec. 28, will be delivered Thursday, Jan. 2, 2014, and will reflect a five-day processing week.
Please be aware that delays in year-end processing could affect this delivery date.
Direct deposits will be Friday, Dec. 27.
Checks will be mailed Monday, Dec. 30.
New Year’s Day -- Wednesday, Jan. 1, 2014
Sales reporting and Producer Scorecards for week-ending Saturday, Jan. 4, 2014, will be delivered Thursday, Jan. 9, 2014, and will reflect a five-day processing week.
Please be aware that delays in year-end processing could affect this delivery date.
Direct deposits will be Thursday, Jan. 2, 2014.
Checks will be mailed Friday, Jan. 3, 2014.
Page 2
Final Note: 4 Q Business Processing Deadlines
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Page 3
TERRITORY Calendar through 1/11/14
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
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Calendar: DECEMBER 27 2013 to JANUARY 11 2014
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
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27 STEVE IN LV Office OPEN Marti PTO Trent PTO Terie PTO
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29 30 STEVE IN SD Terie PTO, Trent PTO, and Jennifer PTO Office OPEN All-manager recruiting event at BOTH territory offices 8:30 AM
31 STEVE IN SD New Year’s Eve Office OPEN 4 Q & 2013 end at 4 pm PT Terie PTO Trent PTO Jennifer PTO
January 1 New Year’s Holiday Office CLOSED
January 2 STEVE IN LV First Business Day of 2014 Office OPEN Terie PTO Lee Trudeau, 20, 11:00
January 3 STEVE IN LV Terie PTO Office OPEN Gary Forbes, 7, 2:00
January 4
January 5 January 6 STEVE, Terie, and Trent all traveling to LDC as are many DGAs/PSMs Office OPEN – regular Monday schedule
January 7 STEVE AT LDC Terie LDC Trent LDC Lorin Westlund, 10, 9:00 Derek Tenbrook, 35, 10:00 Benson Lim, 20, 11:00 Keith Ford, 10, 2:00 Karla Modersitzki, 9, 2:00 Benson Lim, 290, 3:00 Gayle Marsh, 5, 3:00
January 8 STEVE AT LDC Terie LDC Trent LDC Derek Tenbrook, 40, 9:00 Lorin Westlund, 80, 11:30 Keith Ford, 25, 1:00 Liz Martin, 180, 2:00 Lorin Westlund, 129, 2:00 Lorin Westlund, 20, 2:00 Keith Ford, 8, 2:00
January 9 STEVE AT LDC Terie LDC Trent LDC Lorin Westlund, 60, 9:30 Lorin Westlund, 15, 10:00 Benson Lim, 3, 11:00 Richard Faller, 3, 12:00 Lorin Westlund, 50, 2:00 Lorin Westlund, 50, 2:00 Travis Bonham, 10, 2:30
January 10 STEVE IN LV
January 11
The new Fast Forms tool provides a new and simpler way to complete new account and group product forms. No more paper, wet signatures or faxing. Forms that used to be only available on paper will now come in an electronic format.
Fast Forms allows you to:
Complete AIF and Flex Plan Supplemental Forms electronically.
Complete a single Group Master Application for all group products.
Complete paperwork and obtain signatures in person or remotely.
Electronically send completed paperwork to you, the account, home office, coordinator and broker with one push of a button.
Electronically store copies of completed & submitted paperwork.
In addition, upon submission of the Group Master Application, data will be automatically passed to Harmony and will enable group product setup. Manual versions of existing Group Master Appli-cations will be phased out during the first quarter of 2014. The new electronic forms will be available 24 hours a day through Propr, and will be accessi-ble from your laptop, smart phone or tablet. Look for training on Fast Forms on Propr soon, and get ready for Fast Forms in January!
Page 4
Get Ready for FAST FORMS!
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Page 5
Please RSVP for the Las Vegas TKO on January 27th
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
If you have not already done so, please send Marti Black an e-mail (to [email protected]) to RSVP for the 2014 TKO coming up in 30 days. We’ll be meeting at a location on the Las Vegas Strip:
Maggiano’s Little Italy Italian Restaurant
3200 Las Vegas Boulevard South
Suite 2144, Fashion Show Mall
Las Vegas, NV 89109
*Across from the main entrance to The Wynn, off Fashion Show*
Managers (DGAs, ADMs, and DDM) will gather at 8:30, meet from 9-12, and then lunch privately from 12-1.
The entire territory will then meet from 1-5; dinner (which will include the awards presentation ceremony) will start at 5:30.
Page 6
Please RSVP for the San Diego TKO on January 21st
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Hi everybody, if you have not already done so, please send me an email ([email protected]) to RSVP for the 2014 TKO coming up in just 24 days.
We will be meeting at a central location:
Marriott's Courtyard San Diego Central
8651 Spectrum Center Boulevard
San Diego, CA 92123
(It’s between Balboa & Clairemont Mesa on the 163, right by the tall Sunroad Building)
Managers (DGAs, ADMs, and DDM) will gather at 8:30, meet from 9-12, and then lunch privately from 12-1.
The entire territory will then meet from 1-5; dinner (including the awards presentation ceremony) will start at 5:30.
Page 7
Yet again, congratulations to our top managers!
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Managers who have hit their 4th Quarter 2013 plans already:
DGA Jackie KohorstJackie KohorstJackie Kohorst—over 159% of plan so far! DGA George SorrentinoGeorge SorrentinoGeorge Sorrentino—over 152% of plan so far! PSM Jesse RenteriaJesse RenteriaJesse Renteria—over 135% of plan so far! DGA Del DowneyDel DowneyDel Downey—over 134% of plan so far! DGA Mike MinneyMike MinneyMike Minney—over 126% of plan so far! DDM Cathy BuffoneCathy BuffoneCathy Buffone—over 236% of plan so far! ADM Brian RoodBrian RoodBrian Rood—over 211% of plan so far! ADM Ernie DobsonErnie DobsonErnie Dobson—over 136% of plan so far! ADM Toni StacyToni StacyToni Stacy—over 107% of plan so far!
Managers who have hit their 2013 Annual plans already: DGA Jackie KohorstJackie KohorstJackie Kohorst—over 193% of plan so far! DGA George SorrentinoGeorge SorrentinoGeorge Sorrentino—over 131% of plan so far! DGA Del DowneyDel DowneyDel Downey—over 106% of plan so far! DGA Mike MinneyMike MinneyMike Minney—over 103% of plan so far! DGA Julie AbarzuaJulie AbarzuaJulie Abarzua—over 100% of plan so far! ADM Brian RoodBrian RoodBrian Rood—over 193% of plan so far! ADM Melissa CarrilloMelissa CarrilloMelissa Carrillo—over 132% of plan so far! DDM Cathy BuffoneCathy BuffoneCathy Buffone—over 118% of plan ADM Ernie DobsonErnie DobsonErnie Dobson—over 108% of plan
Managers who have surpassed Case Count Plan Goals: DGA Julie AbarzuaJulie AbarzuaJulie Abarzua—4th Quarter & Annual Goals! DGA Del DowneyDel DowneyDel Downey—4th Quarter Goal! DGA Jackie KohorstJackie KohorstJackie Kohorst—4th Quarter & Annual Goals! DDM Mike McCareyMike McCareyMike McCarey—4th Quarter & Annual Goals! ADM Toni StacyToni StacyToni Stacy—4th Quarter Goal!
Managers who have surpassed Recruit Contract Goals: DGA Julie AbarzuaJulie AbarzuaJulie Abarzua—4th Quarter & Annual Goals! DGA Del DowneyDel DowneyDel Downey—4th Quarter & Annual Goals! DGA Tom GallanisTom GallanisTom Gallanis—4th Quarter & Annual Goals! DGA Andras GeszAndras GeszAndras Gesz—Annual Goal! DGA Jackie KohorstJackie KohorstJackie Kohorst—4th Quarter & Annual Goals! DGA Courtney McFarlandCourtney McFarlandCourtney McFarland—4th Qtr & Annual Goals! DGA Mike MinneyMike MinneyMike Minney—4th Quarter Goal! DGA Rita OrnellasRita OrnellasRita Ornellas—4th Quarter & Annual Goals! PSM Jesse RenteriaJesse RenteriaJesse Renteria—Annual Goal! DGA Chris RothChris RothChris Roth—4th Quarter Goal! DGA George SorrentinoGeorge SorrentinoGeorge Sorrentino—4th Qtr & Annual Goals! DGA Jeff WeltyJeff WeltyJeff Welty—Annual Goal! DGA Lorin WestlundLorin WestlundLorin Westlund—4th Qtr & Annual Goals!
Page 8
Top Producers, Week 51 2013 (p. 1 of 5)
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Opener of the Week, week 51: Peter Crosby (Mike Minney Dis-trict)
Benefits Counselor of the Week, week 51: Roger Kenchel (Territory Enrollment Team)
Highest Number of Total Net Sales Credits for the Week, week 51: Peter Crosby (Mike Minney District)
New / Rookie Sales Representative of the Week, week 51: Greg Maher (Andras Gesz District)
Coordinator of the Week, week 51: Andrea Tierce (Del Downey District)
Assistant Manager of the Week, week 51: Brian Rood (Del Downey District)
District Manager of the Week, week 51: Mike Minney (San Diego, California)
Welcome, New Sales RepresentativesWelcome, New Sales RepresentativesWelcome, New Sales Representatives———Week 51 2013Week 51 2013Week 51 2013 Cindy Lee Backes (Del Downey District)
Monica Lynn Curley (Courtney McFarland District) Sebastien A. Dehi (Christopher Roth District)
David Allen Dove (Del Downey District) Dee Rachel Gomez (George Sorrentino District) Karla Sue Modersitzki (Lorin Westlund District)
Stephanie Robles Roman (Lorin Westlund District) Tracy Romanow (Del Downey District) Craig P. Schmidt (Scott Sathrum District)
Marleen Kay Thudium (Mike Minney District)
Page 9
Top Producers, Week 51 2013 (p. 2 of 5)
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Weekly Top 5 in Sales Credits Rank Agent Name District Weekly Sales Credits
1 CROSBY, PETER MUZZY MINNEY 26,046.82
2 ROOD, BRIAN CRAIG DOWNEY 18,502.03
3 RANCE, JOAN RENTERIA 13,892.61
4 TIERCE, ANDREA MARIE DOWNEY 13,869.53
5 KENCHEL, ROGER STUART TERRITORY ENROLLMENT TEAM 13,351.45
Weekly Top 5 in Net New Account Sales Premium Rank Agent Name District Weekly Sales Premium
1 PACK, WENDY DAWN RIFFEL $13,906.17
2 DOBSON, WILLIAM ERNEST MINNEY $10,171.62
3 MCCAREY, MICHAEL WAYNE DOWNEY $7,740.72
4 MAHER, GREGORY FRANCIS GESZ $7,659.24
5 CARRILLO, MELISSA DEE SORRENTINO $7,173.48
Weekly Top 5 in New & Rookie Sales Credits Rank Agent Name District Weekly Sales Credits
1 MAHER, GREGORY FRANCIS GESZ 4,212.58
2 BOYD, LEISA MARIE MINNEY 3,130.42
3 RENGUUL, OZELLA WESTLUND 2,866.69
4 BALL, RENAE JO TERRITORY ENROLLMENT TEAM 2,845.20
5 CASABAR, MATTHEW ALIKA ORNELLAS 2,612.18
Weekly Top 5 Districts in Area New Account Premium Rank District Manager Name Area Weekly Sales Premium
1 MINNEY, MICHAEL JAY SAN DIEGO, CALIFORNIA $23,717.31
2 GESZ, ANDRAS LAS VEGAS, NEVADA $18,787.68
3 SORRENTINO, GEORGE MICHAEL SAN DIEGO, CALIFORNIA $15,577.38
4 RIFFEL, CHRISTOPHER TAVIS SAN DIEGO, CALIFORNIA $13,906.17
5 KOHORST, JACQUELINE LAS VEGAS, NEVADA $12,400.44
Page 10
Top Producers, Week 51 2013 (p. 3 of 5)
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Weekly Top 5 Openers
Rank Agent Name District Weekly Sales Credits
1 CROSBY, PETER MUZZY MINNEY 21,206.61
2 ROOD, BRIAN CRAIG DOWNEY 16,607.84
3 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 12,204.89
4 CARRILLO, MELISSA DEE SORRENTINO 10,157.32
5 MCCAREY, MICHAEL WAYNE DOWNEY 8,923.94
Weekly Top 5 Benefit Counselors
Rank Agent Name District Weekly Sales Credits
1 KENCHEL, ROGER STUART TERRITORY ENROLLMENT TEAM 13,351.45
2 RANCE, JOAN RENTERIA 12,384.60
3 RAMIREZ, MARGARITA ALEJANDRA DOWNEY 9,388.64
4 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 8,995.00
5 WELLER, JENNIFER TERRITORY ENROLLMENT TEAM 6,492.05
Weekly Top 5 Coordinators
Rank Agent Name District Weekly Sales Credits
1 TIERCE, ANDREA MARIE DOWNEY 13,774.63
2 TRUMAN, TAMMY MARIE TERRITORY COORDINATOR 13,143.07
3 PAYNE, MICHELLE RENE KOHORST 3,874.57
4 DUNHAM, KYM ELIZABETH RENTERIA 3,408.81
5 GESZ, JULIA GESZ 2,715.47
Page 11
Top Producers, Week 51 2013 (p. 4 of 5)
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Top Ten Reps YTD Net Sales CreditsTop Ten Reps YTD Net Sales Credits Rank Agent Name District Sales Credits
1 MCCAREY, MICHAEL WAYNE DOWNEY 1,224,578.08 2 BUFFONE, MARY CATHERINE RENTERIA 581,869.43 3 TIERCE, ANDREA MARIE DOWNEY 459,784.19 4 ROOD, BRIAN CRAIG DOWNEY 307,521.68 5 DUNHAM, KYM ELIZABETH RENTERIA 294,989.81 6 TRUMAN, TAMMY MARIE TERRITORY COORDINATOR 280,829.56 7 CROSBY, PETER MUZZY MINNEY 270,620.89 8 SHEPHERD, RODNEY BRYAN DOWNEY 263,108.82 9 NORTHROP, NANCY MARIE GESZ 244,289.47
10 MCGLOTHEN, MARIA L. RENTERIA 241,058.13
Top Reps YTD New Account PremiumTop Reps YTD New Account Premium Rank Agent Name District Premium
1 MCCAREY, MICHAEL WAYNE DOWNEY $997,245.54 2 ROOD, BRIAN CRAIG DOWNEY $247,674.33 3 BUFFONE, MARY CATHERINE RENTERIA $246,608.08 4 MCGLOTHEN, MARIA L. GESZ $155,623.92 5 CARRILLO, MELISSA DEE SORRENTINO $137,486.44 6 PACK, WENDY DAWN RIFFEL $100,550.55 7 RENTERIA, LISA BETH RENTERIA $95,559.72 8 DIMMICK, AMBER MARIE DOWNEY $87,709.20 9 VALLE, LUIS RAFAEL DOWNEY $82,564.65
10 BAKER, PATTI JO GESZ $80,610.68
Top Reps YTD Case CountsTop Reps YTD Case Counts Rank Agent Name District Case Count
1 MCCAREY, MICHAEL WAYNE DOWNEY 19.00 2 (TIE) CARRILLO, MELISSA DEE SORRENTINO 9.00 2 (TIE) MCGLOTHEN, MARIA L. RENTERIA 9.00 2 (TIE) WELTY, BRETT JASON WELTY 9.00
5 BAKER, PATTI JO GESZ 8.00 6 ROOD, BRIAN CRAIG DOWNEY 7.50
7 (TIE) BUFFONE, MARY CATHERINE RENTERIA 7.00 7 (TIE) POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 7.00 9 (TIE) MICHAEL-MARTIN, ELIZABETH ANN WESTLUND 6.00 9 (TIE) PACK, WENDY DAWN RIFFEL 6.00 9 (TIE) STACY, TONI M. ABARZUA 6.00
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Top Producers, Week 51 2013 (p. 5 of 5)
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Top Districts YTD New Account PremiumTop Districts YTD New Account Premium RankRank District ManagerDistrict Manager New Account PremiumNew Account Premium
1 DOWNEY, DEL EUGENE $1,186,750.72 2 RENTERIA, JUNIOR, JESSE JOHN $568,671.30 3 SORRENTINO, GEORGE MICHAEL $353,671.00 4 GESZ, ANDRAS $351,575.61 5 MINNEY, MICHAEL JAY $325,641.88 6 ABARZUA, JULIE $274,580.16 7 WESTLUND, LORIN KULM $216,759.53 8 KOHORST, JACQUELINE $213,324.00 9 WELTY, JEFFREY MICHAEL $200,096.83
10 MCFARLAND, COURTNEY JEANNE $172,611.21
Top Districts YTD Case CountTop Districts YTD Case Count RankRank District ManagerDistrict Manager Net YTD Case CountNet YTD Case Count
1 DOWNEY, DEL EUGENE 32 2 RENTERIA, JUNIOR, JESSE JOHN 27 3 ABARZUA, JULIE 26 4 GESZ, ANDRAS 25 5 WESTLUND, LORIN KULM 21 6 WELTY, JEFFREY MICHAEL 19.5 7 SORRENTINO, GEORGE MICHAEL 18 8 MINNEY, MICHAEL JAY 17 9 SMITH, TIMOTHY MITCHELL 12
10 (TIE) MCFARLAND, COURTNEY JEANNE 10 10 (TIE) RIFFEL, CHRISTOPHER TAVIS 10
Territory YTD StatisticsTerritory YTD Statistics New Account Premium $4,631,490.10
Total Sales Premium $13,760,311.55 New Cases 248.50
Broker Tiers 7 New Broker Contracts 49 YTD 2013 Contracts 202
Known Pending Contracts 8
Page 13
FINAL UPDATE: Leaders’ Conference Standings (p. 1 of 3)
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Twelve (12) LEADERS’ CONFERENCE QUALIFIERS (so far)!*
Cathy Buffone—in the category of Sales Representatives
Del Downey—in the category of District General Agents and Public Sector Managers
Kym Dunham—in the category of Benefits Counselors
Ray Gong—in the category of Benefits Counselors
Jackie Kohorst—in the category of District General Agents and Public Sector Managers
Mike McCarey—in the categories of Sales Representatives and Sales Represen-tatives (Number of New Accounts)
Margo Ramirez—in the category of Benefits Counselors
Brian Rood—in the category of Assistant Managers
Rodney Shepherd—in the category of Benefits Counselors
George Sorrentino—in the category of District General Agents and Public Sec-tor Managers
Andrea Tierce—in the categories of Sales Representatives and Coordinators
Tammy Truman—in the category of Coordinators
At least 5 others are very close, with 1 or 2 of those just a hair’s breath away!
* presumes personal and manager BQI ends 2013 at or above 75%!. As of 12/23/2103, 5:00 am PST
This is the final update that the home office will issue. It is complete, current, and correct through week 51 2013. In January, the home office will announce the official qualifiers.
Page 14
FINAL UPDATE: Leaders’ Conference Standings (p. 2 of 3)
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Agency and Public Sector Channel Leaders’ Conference Standings as of 5 am PDT 12/23/2013
New and Rookie Sales Representatives -- Net Sales Credits
10: Ray Gong 29: Maria Gonzalez
New and Rookie Sales Representatives -- Number of New Accounts
49: Amber Dimmick
Sales Representatives
7: Mike McCarey (already qualified) 110: Peter Crosby
25: Cathy Buffone (already qualified) 116: Rodney Shepherd
39: Andrea Tierce (already qualified) 132: Nancy Northrop
84: Kym Dunham 137: Maria McGlothen
100: Tammy Truman 139: Margo Ramirez
Sales Representatives -- Number of New Accounts
7: Mike McCarey (already qualified) 45: Maria McGlothen
41: Brett Welty
Sales Representatives -- Benefits Counselors (Enrollers)
8: Rodney Shepherd (already qualified) 62: Crystal Eckenroth
11: Margo Ramirez (already qualified) 66: Edwin Velasquez
12: Ray Gong (already qualified) 75: Joe Rubino
18: Kym Dunham (already qualified) 78: Jennifer Weller
41: Roger Kenchel (will qualify in week 52)
Sales Representatives -- Coordinators
3: Andrea Tierce (already qualified) 11: Tammy Truman (already qualified)
Manager Leaders’ Conference Standings Agency Development Managers
21: Brian Rood (already qualified) 62: Ernie Dobson
42: Melissa Carrillo
Public Sector Assistant Managers
50: Tony Thielges
District General Agents and Public Sector Managers
9: Jackie Kohorst (already qualified) 88: Mike Minney
30: George Sorrentino (already qualified) 168: Jesse Renteria
75: Del Downey (already qualified) 172: Andras Gesz
Territory Managers
28: Steve Polk
This is the final update that the home office will issue. It is complete, current, and correct through week 51 2013. In January, the home office will announce the official qualifiers.
Page 15
FINAL UPDATE: Leaders’ Conference Standings (p. 3 of 3)
Southern Nevada\Hawai ’ i \San Diego Terr i tory Newslet ter
Manager President's Club Standings
Agency Development Managers
34: Melissa Carrillo 45: Brian Rood
36: Ernie Dobson
Public Sector Assistant Managers
39: Tony Thielges
District General Agents -- Small Office
22: Jackie Kohorst
District General Agents -- Medium Office
8: George Sorrentino 32: Andras Gesz
19: Mike Minney
District General Agents -- Large Office
26: Jeff Welty
District General Agents -- Premier Office
12: Del Downey
Public Sector Managers
10: Jesse Renteria
Territory Managers
15: Steve Polk
2013 Sales Representative Awards
Hall of Fame
7: Mike McCarey
Sales Representative of the Year—Agency Channel
5: Mike McCarey 12: Cathy Buffone
Rookie Sales Representative of the Year—Agency Channel
7: Ray Gong 16: Maria Gonzalez
Founder’s Award: New Accounts—Agency Channel
7: Mike McCarey
Founder’s Award: New Account Sales Premium—Agency Channel
4: Mike McCarey
Benefits Counselor of the Year—Agency Channel
8: Rodney Shepherd 12: Ray Gong
11: Margo Ramirez 17: Kym Dunham
Coordinator of the Year—Agency Channel
3: Andrea Tierce 11: Tammy Truman
2013 Sales Manager Awards
DGA Premier Office of the Year
12: Del Downey
DGA Medium Office of the Year
8: George Sorrentino 18: Mike Minney
PSM People Development
5: Jesse Renteria
PSM Office of the Year
7: Jesse Renteria
TM Office of the Year
11: Steve Polk
This is the final update that the home office will issue. It is complete, current, and correct through week 51 2013. In January, the home office will announce the official qualifiers.
Nevada: 10801 West Charleston Boulevard, Suite 125
Las Vegas, Nevada 89135-1214 702.861.1951
SoutherN Nevada / Hawai’ i / SAN DIEGO / Rivers ide / ImperIAL Terri tory
California:
10920 Via Frontera, Suite 440 San Diego, California 92127-1732
858.386.4452 [email protected]
BELOW: Updated Territory Hard Calendar (up-to-date December 27, 2013)
COMING →→→→ ~MAY 1,
2014
Congratulations to everyone throughout the territory who has already surpassed the 10-K mark in 4-Q Net New Account Sales Premium: Through 5 am PST Monday, December 23rd, 32 people have broken the tape on this 10-K:
These thirteen (13) people have written between $10,000 and $20,000 in Net New Account Sales Premium this quarter: Patti Baker, Jesse Brown, Melissa Carrillo, Peter Crosby, Ron Day, Amber Dimmick, Ernie Dobson, Keith Ford, Leslie Mravinc, Nancy Northrop, Cindy Pax-ton, Toni Stacy, and Luis Valle
These eleven (11) people have written between $20,000 and $50,000 in Net New Account Sales Premium this quarter: Del Downey, Andras Gesz, Keith Hart, Jim Kistner, Wendy Pack, Joel Parks, Christina Polk, Xavier Serrano, Mitch Smith, George Sorrentino, and Brett Welty
These eight (8) people have written more than $50,000 in Net New Ac-count Sales Premium this quarter: Cathy Buffone, Jackie Kohorst, Greg Maher, Mike McCarey, Maria McGlothen, Mike Minney, Lisa Renteria, and Brian Rood
Our goal, territory-wide, is 47 by December 31st. We need 22 more by the end of what is traditionally the busiest month of the year for our company and our industry! I STILL bet we can do it!
$10-K Producers-4Q-through Week 51
