16
ISSUE 6 FEBRUARY 7 2014 VOLUME 8 RACE ....................... 1-4 MMM webinars ......... 7-8 The leaders standings! 12-15 LV/SD/HI News GIVING THE ENTIRE TERRITORY TEAM THE VERY LATEST INFOR- MATION AND CALENDARS OF UPCOMING EVENTS ... This is what you territory team is here forSteve, Terie, Trent, Heather, Melissa, Marti, and Stephen. We are here solely to be your ever-ready sup- port, guidance, and resource, all in the service of your success Real Activity Creates Excitement This is it, folks. Here we go. Make no mis- take where you are. What we used to call in the West Region (when there WAS a West Region) our Power Week has ar- rived again, this time in the guise of and un- der the promotion of the National RACE event. For the five days next week, our territory is going to do a hella lotta drops and a tonna dials, generating so much activity and cre- ating so much excite- ment that no other of- fice will be able to touch us. It all gets started Monday morn- ing in the territory of- fices!!! THE ENERGY BUS Rule 2: Desire, Vision, and Focus Move Your Bus in the Right Direction - Jon Gordon, The Energy Bus, p. 41 Rule 4: Invite People on Your Bus and Share Your Vision for the Road Ahead - Jon Gordon, The Energy Bus, p. 56

February 7 LV SD Newsletter

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Page 1: February 7 LV SD Newsletter

ISSUE 6 FEBRUARY 7 2014 VOLUME 8

RACE ....................... 1-4

MMM webinars ......... 7-8

The leaders standings! 12-15

LV/SD/HI News

G IV IN G TH E EN TIR E TER RITO R Y TEA M TH E V ER Y LA TES T IN F O R-

MA TIO N A N D C A LEN D AR S OF U PC O MIN G EV EN TS . . .

… This is what you territory team is here for—Steve, Terie, Trent, Heather,

Melissa, Marti, and Stephen. We are here solely to be your ever-ready sup-

port, guidance, and resource, all in the service of your success

Real Activity Creates Excitement

This is it, folks. Here

we go. Make no mis-

take where you are.

What we used to call

in the West Region

(when there WAS a

West Region) our

Power Week has ar-

rived again, this time

in the guise of and un-

der the promotion of

the National RACE

event.

For the five days next

week, our territory is

going to do a hella

lotta drops and a tonna

dials, generating so

much activity and cre-

ating so much excite-

ment that no other of-

fice will be able to

touch us. It all gets

started Monday morn-

ing in the territory of-

fices!!!

THE ENERGY BUS Rule 2: Desire, Vision, and Focus Move Your Bus in the Right Direction - Jon Gordon, The Energy Bus, p. 41

Rule 4: Invite People on Your Bus and Share Your Vision for the Road Ahead - Jon Gordon, The Energy Bus, p. 56

Page 2: February 7 LV SD Newsletter

2

Page 3: February 7 LV SD Newsletter

3

Phone Lab Appointment

Poker Contest

February 17th & 21st During Call Labs Each time you set an appointment during call lab fill out your appointment form COMPLETELY &

turn it into Marti or Stephen. You can then choose 1 card from the available deck of cards.

Whoever compiles the best hand by the end of the week wins $150!!

2nd place will receive $50

3rd place will receive 1 free compliment from Trent

and/or Terie!

Let’s see who’s the best card player in the Territory!

Page 4: February 7 LV SD Newsletter

4

RACE event contest:

We are READY!

The scorecard is ready. Marti and I are ready to track. Trent and Terie

have the scripts—and all the drop pieces. (shown in the upper left)!

FOOD, SWAG,

INFO, GIFTS

Lots of stuff waiting

for you Monday!

This Monday, when we kick off

the National RACE event, we will have

some noshes, some snacks,

some drinks, and plenty of training

so we hit the ground running at

1 pm!

Points Sytem Other Prizes:

Dial 1 Point Most Dials Each Week $25

Drop 3 Points Most Drops Each Week $25

Appointments Made 5 Points Most Appointments Made Each Week $25

Master App 25 Points Most Master Apps For Both Weeks $50

First Place Total Points $150

Second Place Total Points $50

Agent Name

Dials

Made

Drops

Made

Decision

Maker

Appts

Master Apps

Signed

Total

Points

Sample 300 100 4 1 645

0

0

0

0

0

0

0

0

0

District Totals 0 0 0 0

2014 First Quarter RACE Event - Scorecard

"Launching Your Sales Into 2014"

February 10 - February 21

Rules:

Only direct sales appointments count toward most appointments made

Master applications can be from any source

All prizes subject to 1099 reporting

Reports due Friday the 14th and 21st by 5:00 pm

*In the event of a tie in any

category, winner will be decided by

highest total points

Page 5: February 7 LV SD Newsletter

5

by Brian Summers - Territory Sales Man-ager, , Colonial Volun-tary Benefits New York City

THE KEY

TAKEAWAY

Voluntary bene-

fits continue

to offer valu-

able and af-

fordable finan-

cial protection

for working

Americans.

The ACA and the Future

of Voluntary Benefits

In the land of health care reform,

it can be difficult to see the forest

for the trees. Although employers

have focused sharply on medical

insurance in the past few years,

they must look more broadly at

their entire benefits package if

they wish to remain competitive.

As the Affordable Care Act

(ACA) enters its fourth year of

implementation, employers brace

for another round of regulatory

changes by refining benefits

strategies. Whether it’s a business

with fewer than 50 employees

considering whether to continue

offering health insurance benefits,

or a large employer rethinking rich

benefits in anticipation of the ex-

cise tax of 2018, the ACA is chal-

lenging the traditional employer

role as benefits provider.

The vast majority of health bene-

fits are provided by employers.

Large employers have traditionally

considered health insurance and

other benefits a key strategy to

remain competitive by helping

them recruit and retain valued

employees. And most of them

remain committed to offering

employee health benefits. In a

recent survey of employers, 99

percent said they aren’t consider-

ing moving core health benefits to

private or public exchanges in

2014.

For the small percentage of busi-

nesses with more than 50 employ-

ees that do not already offer

health insurance, the decision to

postpone the enforcement of the

mandate to offer employee health

coverage by one year was a wel-

come reprieve. Meanwhile, the

individual health insurance man-

date took effect January 1. As con-

fusion about the ACA abounds,

more than half of Americans sur-

veyed say they don’t have enough

information about the law to un-

derstand how it will impact them

and their families. Among the un-

insured, 62 percent express confu-

sion about whether the health

care law is even in force.

Although the ACA is poised to

radically change the employer-

based benefits landscape, several

truths are certain:

Employees will need reliable,

actionable information to

make wise decisions

about benefits. Voluntary

offerings that are mostly

untouched by the hand of

health reform are more

attractive tools than ever

to enhance employment

recruitment and reten-

tion.

Voluntary benefits continue

to offer valuable and af-

fordable financial protec-

tion for working Ameri-

cans.

Benefits communication that

is meaningful and person-

alized provides an effec-

tive means to combat the

confusion of health re-

form and create an envi-

ronment of choice, value

and security.

Employers of all sizes are chal-

lenged to rethink employee bene-

fits in this new world of health

reform. Tight budgets and a still-

recovering economy mean bene-

fits managers must think beyond

health insurance and look at the

benefits they offer as a whole.

They must think creatively and

more broadly. And they must step

up their communications to help

employees manage the changes

ahead. The task requires commit-

ment, but the payoff is more than

worthwhile: a benefits program

that helps employers of all sizes

compete more effectively in to-

morrow’s marketplace.

As the ACA continues to change

our landscape, brokers must con-

tinue to develop strategies that

allow them to differentiate them-

selves. In the small employer mar-

ket, that differentiation has never

been more important.

Small employers need to be com-

petitive in order to survive. And

employee benefits can be just the

differentiator they need. By em-

bracing voluntary benefits, small

businesses can provide a menu of

choices that extend the traditional

benefits package. Although core

health benefits garner headlines,

they represent only a fraction of

the total employee benefits pic-

ture. A 2013 Towers Watson sur-

vey found that 83 percent of em-

ployers offer voluntary benefits as

a way to enrich their core benefit

plans while leveraging group pur-

chasing power.

Small employers can offer volun-

tary benefits that represent real

value and choice for employees.

From disability and life insurance

to accident and critical illness cov-

erage, voluntary benefits can be a

true differentiator. Because they’re

typically employee-paid, voluntary

benefits allow employers to offer

an expanded benefits package

without additional cost. And em-

ployees can purchase the cover-

age at work through convenient

payroll deduction.

Dealing with change for large em-

ployers is another area of focus

where brokers will continue to

remain diligent. Brian Summers is

territory sales manager for the New

York City Metro territory of The Paul

Revere Life Insurance Company, which

underwrites Colonial Voluntary Benefits

products. He manages a sales team

that markets these products, programs

and services in the area.

Page 6: February 7 LV SD Newsletter

6

Colonial Life 2013:

A good year for the company overall

“We continue to en-

joy a strong finan-

cial position, grow

our business and

enhance or service

to customers, no

easy task in today’s

economic environ-

ment.” - Colonial

Life CEO Randy

Horn

RADYY HORN

Comments on the

year just past

Colonial Life 2014:

Key Priorities

“Sales in fourth quar-

ter were up more than

10 percent compared

with a year ago, driving

our annual sales

growth … We have a

sound long-term strat-

egy in place to con-

tinue to build on this

success and acceler-

ate growth going for-

ward.”

Page 7: February 7 LV SD Newsletter

7

FEBRUARY 2014 TERRITORY CALENDAR

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

JANUARY 26

27 28

29 30

31 FEBRUARY 1

2 3 4 5 6 7 STEVE IN SD

Benson Lim, 250, 10:30

Rita Ornellas, 20, 11:00

Evan Araposathis, 15, 11:30

Roy Rabacal, ?, 2:00

8

9

Dorie Beaubien,

25, 11:15

10 STEVE IN LV

Power Week / RACE Week

Rita Ornellas, 15, 9:30

Evan Araposathis, 16, 3:30

11 STEVE IN LV - San Diego

Colonial Life College Benefits

Counseling Class

George Sorrentino, 60, 9:00

Jennifer Nila, 47, 9:00

Christine Go, 10, 9:00

Russell Brown, 5, 9:30

Mitch Smith, 27, 10:00

Chuck Stanley, 10, 10:00

KC Hunter, 5, 10:00

Wendy Pack, 12, 10:30

Lorin Westlund, 30, 11:00

Keith Ford, 4, 11:00

Keith Ford, 6, 1:00

Jen Nila, 3, 1:00

Louis Petrancosta, 20, 2:30

Jen Nila, 6, 2:30

Keith Ford, 4, 2:30

Dorie Beaubien, 11, 3:00

12 STEVE IN LV - San Diego Colonial

Life College Benefits Counseling Class

Hector Garcia, 45, 8:30

Will Vourlas, 9, 9:00

Lorin Westlund, 5, 9:00

Lee Trudeau, 30, 10:00

Andrew Baldwin, 12, 10:00

Russell Brown, 10, 10:00

Lorin Westlund, 30, 10:30

Louis Petrancosta, 10, 11:00

Joel Parks, 8, 11:00

Travis Bonham, 8, 11:00

Evan Araposathis, 100, 12:00

Russell Brown, 12, 1230

Will Vourlas, 4, 12:30

Russell Brown, 8, 2:00

Lorin Westlund, 50, 2:30

Travis Bonham, 30, 2:30

Keith Ford, 10, 2:30

Russell Brown, 3, 4:00

13 STEVE IN LV - San Diego

Colonial Life College Benefits

Counseling Class - Las Vegas

Colonial Life College Group

Meeting / Prospecting Class

Louis Petrancosta, 9, 8:00

Benson Lim, 12, 9:00

Keith Ford, 12, 9:00

Lorin Westlund, 10, 9:00

Russell Brown, 7, 9:30

Will Vourlas, 20, 10:30

Russell Brown, 9, 11:00

Jenn Moya, 15, 1:00

Will Vourlas, 55, 3:00

Patti Baker, 38, 3:00

14 STEVE IN LV

Stephen out part of pm today

15

16 17 STEVE IN SD

18 STEVE IN SD

Lorin Westlund, 30, 9:00

Lorin Westlund, 20, 11:00

Lorin Westlund, 20, 1:30

19 STEVE IN SD

San Diego Colonial Life

College Selling to the

Employer Class (161)

Jen Nila, 100, 10:00

Karla Modersitzki, 10, 2:00

Travis Bonham, 10 2:30

20 STEVE IN SD

San Diego Colonial Life

College Selling to the

Employer Class (161)

Lorin Westlund, 80, 9:00

Joel Parks, 5, 10:00

Joel Parks, 5, 11:00

Liz Martin, 100, 1:00

21 STEVE IN SD

TERIE PTO ½ DAY

22

23 24 STEVE IN LV w/ M Keller

25 Steve in LV w/ M Keller

Lorin Westlund, 90, 9:30

KC Hunter, 6, 10:00

Lorin Westlund, 43, 11:30

26 STEVE IN LV

Las Vegas Colonial Life

College Presenting to the

Decision-Maker class

Stephen PTO

27 STEVE IN LV

Las Vegas Colonial Life

College Presenting to the

Decision-Maker class

Las Vegas Christina Polk

training class

Stephen PTO

Karla Modersitzki, 7, 10:00

28 STEVE IN LV

Stephen PTO

MARCH 1

Manager, there is a webi-

nar coming up tnext Tues-

day to help through the

process of business plan-

ning for 2014, and a con-

ference call with TASC on

their ERISA Edge for Tues-

day 2/18. Don’t miss’ em,

BEEEEEEE There!

Territory

Appointment

Calendar

More information on these

Webinars and conference

calls was sent via email to

you from Colonial Life

News.

MANAGERS!

Webinars coming up!

Business planning webinars – first of three is Thursday, February 11, 2014 at 11:00 am

Field Leadership Training will conduct three business planning webinars for DGAs during first quarter that will review our business planning process, how to translate goals into actions and review using the "Work the Num-bers" spreadsheet and the business planning template. These webinars are scheduled for:

• Tuesday, Feb. 11 from 2 to 3 p.m. ET

• Thursday, Feb. 27 from 1 to 2 p.m. ET

• Wednesday, March 19 from 3 to 4 p.m. ET

Join the webinar by using this link and/or call–in num-ber:

Link: https://egc.unum.com/joeclark/

Call–in: (888) 238-7803

Passcode: 2137157

Introducing ERISA Edge - Tuesday, February 18, 2014, 11:00 am – 12:00 noon

Two webinars are coming up for you to learn about Co-lonial Life's new offering, ERISA Edge. Program details are available on Propr. Brought to you by Total Admin-istrative Services Corporation (TASC), these webinars will give you a high-level overview of ERISA require-ments, TASC's services and how ERISA Edge can bet-ter position Colonial Life's sales. Click the correspond-ing date link below to register you and your team to take part.

Page 8: February 7 LV SD Newsletter

8

Monday Morning Webinars

Led by the Colonial Life Home Office Onboarding Department,

these webinars help a new rep (or a rep new to Propr) get their

week off on the right foot!

Also see corporate flyer on

next page for more info on

these MMM Monday morn-

ing meetings!

COLONIAL LIFE

COLLEGE:

Classes Next Week

Next week in San

Diego, Regional In-

structor Terie Bradford

will be holding the

benefit Counselor

Class on 2/11-12-13. In

Las Vegas, on 2/13, Re-

gional Instructor Trent

Smith will be holding

the Group Meeting /

Prospecting Class!

The Onboarding and Development Team encourages you and your team to join us on Monday

mornings for our Monday Morning Webinars. Each webinar is offered on a rotating basis at

9:00, 10:00 and 12:00 EST. They are a great way to educate your team, as well as set the

week’s expectations. Please see the attached flyer for more details and dial-in informa-

tion. Also included in the email is the webinar schedule through the end of June. If you have

any questions, please feel free to reach out to the Onboarding team. Have a great weekend!

Onboarding Services—Colonial Life - 1200 Colonial Life Blvd. - Columbia, SC 29210

Phone: .877.486.4930 (F) 803.678.6662 [email protected]

Day Date 6:00 am PT 7:00 am PT 9:00 am PT

Monday 2/10/2014 Harmony® Setup New Account Welcome Process Data Security

Monday 2/17/2014 Harmony® Enrollment My Account Administration Sales Performance

Monday 2/24/2014 Using Wellness for Working Conditions Track An App Colonial College

Monday 3/3/2014 Benefits Communication & Ed. Data Security Basic Flexible Benefits

Monday 3/10/2014 LinkedIn Business Quality Index Propr

Monday 3/17/2014 Sales Performance Harmony® Setup Using Wellness for Working Conditions

Monday 3/24/2014 Basic Flexible Benefits Harmony® Enrollment New Account Welcome Process

Monday 3/31/2014 Propr Using Wellness for Working Conditions My Account Administration

Monday 4/7/2014 Colonial College Benefits Communication & Ed. Track An App

Monday 4/14/2014 Business Quality Index LinkedIn Data Security

Monday 4/21/2014 New Account Welcome Process Sales Performance Business Quality Index

Monday 4/28/2014 Benefits Communication & Ed. Basic Flexible Benefits Harmony® Setup

Monday 5/5/2014 LinkedIn Propr Harmony® Enrollment

Monday 5/12/2014 Track An App Colonial College Using Wellness for Working Conditions

Monday 5/19/2014 Sales Performance Business Quality Index Benefits Communication & Ed.

Monday 5/26/2014 Using Wellness for Working Conditions Colonial College LinkedIn

Monday 6/2/2014 My Account Administration Data Security Sales Performance

Monday 6/9/2014 Harmony Enrollment New Account Welcome Process Basic Flexible Benefits

Monday 6/16/2014 Harmony Setup My Account Administration Propr

Monday 6/23/2014 LinkedIn Business Quality Index Colonial College

Monday 6/30/2014 Track An App New Account Welcome Process Business Quality Index

Page 9: February 7 LV SD Newsletter

9

Page 10: February 7 LV SD Newsletter

10

MANY DGAS ARE

AHEAD OF PACE

FOR 1 Q 2014!

DGAs George Sorren-

tino and Lorin West-

lund have now sur-

passed 50% of their

sales goal, and DGAs

Julie Abarzua and Del

Downey have now sur-

passed 40% of their

sales goal! A big

thumbs up to al of you!

Managers: How would it feel to have

already pretty much hit your annual

plan IN FEBRUARY?

Oh, just ask Jackie Kohorst. She

would be able to tell you right about

now just how that feels. Jackie?

Manager QTD (through 2/1) Quarterly Plan % Plan Achieved

KOHORST $679,768.64 $87,000.16 781.34%

Manager YTD Annual Plan % Plan Achieved

KOHORST $679,768.64 $802,000.00 84.76%

Page 11: February 7 LV SD Newsletter

11

The 2014 Territory

Weekly Calendar

The value and benefits of preparation cannot be overemphasized. No matter how

long a show plays on Broadway, the actors continue to rehearse.—Kinder Bros

The website Golfsmith.com has

a section for tips on bettering

your game. In that section, they

write, “For beginning golfers,

the first step in learning the

game is to master the funda-

mentals -- the elements that all

good golf swings have in com-

mon.” in another section, they

come back to this theme, saying

that “A repeatable golf swing is

one the golfer is able to execute

with precision over and over,

whether on the practice range

by himself or at a crucial stage of a

match.” Similarly, Clark Rickman at

Detecting365.com writes, “Anyone that

performs anything

at an extremely high

level realizes that

little things work

together to make

big things happen.

The secret to making

an extremely high

percentage of basketball shots, throwing

a bunch of strikes, or anything – even

killer cross-stitching I imagine – is all

about the routine. If you watch a profes-

sional basketball player that has a very

high free-throw percentage, you will see

that he does exactly the same things

every single time he shoots a free

throw.” The same thing applies in direct

sales—it’s mastering the repeatable

basics that lead to short-term and espe-

cially long-term sales

success. The “Weekly

Calendar” below is the

best system yet to instill

successful execution of

the fundamentals and

generate success!

LATE ADDITION: We have just added a CORPORATE OVERVIEW for recruiting to the cal-endar each Friday morn-ing between 11:— and 12:00 noon!!!

Belief precedes behavior; don't speak

from the top of your head-speak from

the bottom of your heart; never

confuse activity w/ accomplishment.

KINDER BROS.

WELCOME TO

OUR NEWEST

DGA WHITNEY

CRISCOLA

Week Of: Every Week!

MON TUE WED THU FRI SAT SUN

9:30 am: Territory

Sales Meeting

10:30 am: District

Sales Meeting

1:00 pm: Direct

Sales Call Clinic

District Managers

Only:

8:00 am: Weekly

Conference Call

3:00 pm : Call Lab

for Recruiting

Date All day: Drops

(minimum 100 per

week) and

Appointments

Date All day: Drops

(minimum 100 per

week) and

Appointments

Date All day: Drops

(minimum 100 per

week) and

Appointments

Date 9:00 – 12:00

Direct Sales Call

Clinic

12:00 – 1:00

(Territory Office

only) Lunch

provided

1:00 – 3:00 Direct

Sales Call Clinic

Date _______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

Date _______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

_______________

Date

Weekly Calendar Template

Welcome to our newest San

Diego-area District General

Agent, Whitney Criscola Whit-

ney starts on Monday, February

10, 2014. There'll be a in-bio in

next week's issue, but we can

say that Whitney just moved

here from Utah. Which reminds

me, a fond farewell to former

ADM and DGA Dan Williams,

who move back to Utah recently

Page 12: February 7 LV SD Newsletter

12

These Production Statistics are cumulative for

Weeks 1-5 2014

(January 1, 2014 to February 3, 2014)

Territory 1 Q 2014 Statistics (as of 2/7/14)Territory 1 Q 2014 Statistics (as of 2/7/14)

2014 YTD New Account Premium (as of 2/1) $755,373.72

2014 YTD New Total Sales Premium (as of 2/1) $1,256,635.58

2014 YTD Net New Cases 17.00

2014 YTD New Broker Tiers 1

2014 YTD New Broker Contracts 4

2014 YTD New Rep Contracts 24

Known Pending Contracts 1

Top Opener, 1st 5 weeks of 2014: Cathy Buffone (Renteria District)

Top Benefits Counselor, 1st 5 weeks of 2014: Joan Rance (Kohorst District)

Top Coordinator, 1st 5 weeks of 2014: Michelle Payne

(Kohorst District)

Most Sales Credits, 1st 5 weeks of 2014: Michelle Payne

(Kohorst District)

Top Rookie, 1st 5 weeks of 2014: Mona Vanderveld

(Kohorst District)

Top Assistant Manager, 1st 5 weeks of 2014: A virtual tie between Cathy

Buffone (Renteria District) and Liz Martin (Westlund District)

Top Manager, 1st 5 weeks of 2014: Jackie Kohorst (Henderson, NV)

Page 13: February 7 LV SD Newsletter

13

QUARTERLY Top 5 in Sales Credits

Rank Agent Name District QUARTERLY Sales Credits

1 PAYNE, MICHELLE RENE KOHORST 67,920.08

2 BUFFONE, MARY CATHERINE RENTERIA 43,979.35

3 RANCE, JOAN KOHORST 29,224.57

4 WOODS, LINDA KOHORST 27,090.64

5 GONZALEZ, MARIA EUGENIA TERRITORY ENROLLMENT TEAM 26,446.10

QUARTERLY Top 5 in Net New Account Sales Premium

Rank Agent Name District QUARTERLY Sales Premium

1 WELTY, BRETT JASON WELTY $6,733.68

2 BUFFONE, MARY CATHERINE RENTERIA $4,763.40

3 MOYA, JENNIFER JEAN WESTLUND $4,067.40

4 BALDWIN, ROBERT ANDREW DOWNEY $3,472.20

5 RENTERIA, LISA BETH RENTERIA

QUARTERLY Top 5 in New & Rookie Sales Credits

Rank Agent Name District QUARTERLY Sales Credits

1 VANDERVELD, CLAUDIA MONA KOHORST 21,382.19

2 PORTILLO, SARA ELIZABETH KOHORST 9,503.94

3 BROOKS, ANGELA KOHORST 8,685.33

4 BALL, RENAE JO TERRITORY ENROLLMENT TEAM 8,219.25

5 ACEVEDO, ANA LAURA TERRITORY ENROLLMENT TEAM 7,682.48

These Production Statistics are cumulative for

Weeks 1-5 2014

(January 1, 2014 to February 3, 2014)

Page 14: February 7 LV SD Newsletter

14

These Production Statistics are cumulative for

Weeks 1-5 2014

(January 1, 2014 to February 3, 2014)

QUARTERLY Top 5 Openers

Rank Agent Name District QUARTERLY Sales Credits

1 BUFFONE, MARY CATHERINE RENTERIA 25,738.74

2 WELTY, BRETT JASON WELTY 21,335.86

3 RENTERIA, LISA BETH RENTERIA 20,397.12

4 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 18,539.42

5 MICHAEL-MARTIN, ELIZABETH A WESTLUND 16,387.17

QUARTERLY Top 5 Benefit Counselors

Rank Agent Name District QUARTERLY Sales Credits

1 RANCE, JOAN KOHORST 28,974.02

2 WOODS, LINDA KOHORST 26,622.65

3 GONZALEZ, MARIA EUGENIA TERRITORY ENROLLMENT TEAM 26,446.10

4 WARE, CHELSEA LYNNE TERRITORY ENROLLMENT TEAM 23,397.47

5 RENOVA, LAURA LETICIA KOHORST 21,843.52

QUARTERLY Top 5 Coordinators

Rank Agent Name District QUARTERLY Sales Credits

1 PAYNE, MICHELLE RENE KOHORST 66,929.51

2 TRUMAN, TAMMY M TERRITORY COORDINATOR 20,990.90

3 TIERCE, ANDREA MARIE DOWNEY 12,019.85

4 BUFFONE, MARY CATHERINE RENTERIA 7,178.00

5 DUNHAM, KYM ELIZABETH RENTERIA 3,010.95

Page 15: February 7 LV SD Newsletter

15

These Production Statistics are cumulative for

Weeks 1-5 2014

(January 1, 2014 to February 3, 2014)

QUARTERLY Top 5 Districts in Area New Account Premium

Rank District Manager Name Area QUARTERLY Sales Premium

1 KOHORST, JACQUELINE HENDERSON, NV 668,354.76

2 WELTY, JEFFREY MICHAEL KEARNY MESA, CA 39,767.64

3 SMITH, TIMOTHY MITCHELL ESCONDIDO, CA 7,437.07

4 WESTLUND, LORIN KULM ESCONDIDO, CA 6,213.48

5 RENTERIA, JUNIOR, JESSE JOHN LAS VEGAS, NV 5,183.40

Top Top RepsReps 1Q2014 Case Counts1Q2014 Case Counts Rank Agent Name District Case Count

1 (TIE) BALDWIN, ROBERT ANDREW DOWNEY 1

1 (TIE) BUFFONE, MARY CATHERINE RENTERIA 1

1 (TIE) CASABAR, MATTHEW A ORNELLAS 1

1 (TIE) DAY, RONALD E VARGASON 1

1 (TIE) MAHER, GREGORY FRANCIS GESZ 1

1 (TIE) TRUDEAU, LEE SMITH 1

1 (TIE) WELTY, BRETT JASON WELTY 1

Top Top Districts Districts 1Q14 Case Count1Q14 Case Count

RankRank District ManagerDistrict Manager Net 4Q2013 Case CountNet 4Q2013 Case Count

1 SMITH, TIMOTHY MITCHELL 3

2 KOHORST, JACQUELINE 2

3 (TIE) ABARZUA, JULIE 1

3 (TIE) DOWNEY, DEL EUGENE 1

3 (TIE) GESZ, ANDRAS 1

3 (TIE) MINNEY, MICHAEL JAY 1

3 (TIE) ORNELLAS, RITA S. 1

3 (TIE) RENTERIA, JUNIOR, JESSE JOHN 1

3 (TIE) SORRENTINO, GEORGE MICHAEL 1

3 (TIE) VARGASON, ANGELA KAY 1

3 (TIE) WESTLUND, LORIN KULM 1

3 (TIE) ZULIC, PATRICIA ANDRENIA 1

Page 16: February 7 LV SD Newsletter

16

Leaders’ Conference

2015 Details

President’s Club as well

Grand Cayman, here we come!

Extra! Extra! In spring 2015, qualifi-

ers are headed to The Grand Cay-

man Islands! It’s a grand escape you

don’t want to miss. 2015 Presi-

dent’s Club 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 pam-

pered as if you were the only guests

at this exclusive resort. With the

lush surroundings, the beautiful

furnishings and exceptional hospital-

ity that’s expected of a Ritz-Carlton

Resort . you’ll bask in the luxury of

this world-renowned location. Sit-

ting on the famous Seven Mile

Beach, the Ritz-Carlton is a Grand

Cayman icon. The resort boasts five

restaurants, two outdoor pools and

Blue Tip,

a 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 re-

sort 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 areh

ospitality cabanas on the beach and

complimentary activities for the two

days at President’s Club. 2015 Lead-

ers Conference Ritz-Carlton, Grand

Cayman April 15-19, 2015 Qualify

for the 2015 Leaders Conference,

and you’ll enjoy the fun, arriving on

April 15 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 enjoy

the Silver Rain Spa,

voted one of the

World’s Best Spas

(2010-2012) and No. 1

in the Caribbean by

Condé Nast Traveller.

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,

nature lovers and die-hard shop-

pers. Take a stroll through the

streets of Georgetown, and you’ll

feel like one of the “Rich and Fa-

mous” travelers who frequent this

Caribbean gem.

You don’t want to miss this fantastic

Leaders’ Conference. Make a plan

to be there with your Colonial life

Family.

COLONIAL LIFE NEWS

OUR

UPCOMING

NEWSLETTER

SCHEDULE

Fri 2/14: Focus on re-cruiting

Fri 2/21: Power Week / National RACE

final standings

Fri 2/28:: No newslet-ter—Stephen on PTO

as usual for spring training

Fri 3/7: Focus on di-rect sales

Colonial Life Las Vegas

West Charleston Pavilion for the moment at

least)

10801 West Charleston Boulevard, Suite 125

Las Vegas NV 89125-1214

Phone: (702) 862-19251

Fax: (702) 228-4397

Emails:

TSM Steve Polk: [email protected]

RI Trent Smith: [email protected]

TR Heather Schoenwald:

[email protected]

TEA Marti Black:

[email protected]

Colonial Life San Diego

Pinnacle Executive Centre

10920 Via Frontera,

Suite 440

San Diego, CA 92127-1732

Phone (858) 386-4452

Fax :(858) 451-9939

Emails:

TSM Steve Polk: [email protected]

RI Terie Bradford:

[email protected]

TEA Stephen Sims: [email protected]