Territory Newsletter Juy 1, 2014

Tuesday, July 1, 2014 Volume 8, Issue 26

Record Quarter in All Kinds of Ways! At $3.3 million, the territory had its 2nd-best-ever quarter (behind only our very own 2 Q 2012), and for the first time in the territory’s history, the total volume of sales for the first 26 weeks of a year has surpassed the $6 million dollar mark! As we begin 3rd quarter, we stand at $6,265,000, with 162 new cases, 98 new con-tracts, 5 new District Managers, 2 rep 10K90s, 2 manager 10K90s, 27 new broker contracts, and 9 new broker tiers. A whopping 14 people (out of 20 who had some sort of plan goal to hit) hit plan this quarter—70% of the management team! WOW! Now THAT’S Incredible!

Next issue comes out Friday 7/11 w/ 1st LC/PC standings

A record 14 Different Peo-ple hit their goal in 2 Qtr!

DGA Julie Abarzua DGA Del Downey DGA Andras Gesz DGA Jackie Kohorst-

District Manager of 2 Q* DGA Courtney McFarland DGA Rita Ornellas

PSM Jesse Renteria DGA Mitch Smith DGA Lorin Westlund DDM Cathy Buffone—

Assistant Manager of 2 Q**

ADM Brian Rood ADM Melissa Carrillo TR Heather Schoenwald TSM Steve Polk

* - 300% of plan ** - 200% of plan

2

Production Statistics YTD 2014 (January 1, 2014 to June 28, 2014)

REP Net Total Sales Credits p. 1 of 3 Agent

YTD Total Net Sales Credits

National Rank

Region Rank

Territory Rank

Area Rank Unit Rank

BUFFONE, MARY CATHERINE 276,730.28 24 10 1 1 1 TIERCE, ANDREA MARIE 182,553.68 58 21 2 1

KENT, ELIZABETH 163,407.05 74 26 3 2 DUNHAM, KYM ELIZABETH 153,574.40 81 29 4 3 2

TRUMAN, TAMMY M 130,500.50 107 37 5 1 POLK, CHRISTINA DIANE 125,273.18 121 43 6 2 PAYNE, MICHELLE RENE 118,107.21 137 47 7 1

NORTHROP, NANCY MARIE 101,885.20 190 59 8 1 1 RAMIREZ, MARGARITA ALEJANDRA 98,022.05 210 63 9 2

GONG, RAYMOND KWOCKMAN 96,803.72 214 65 10 3 CROSBY, PETER MUZZY 95,777.14 220 67 11 1 1

GUZMAN, HUGO ANTONIO 94,295.23 228 71 12 2 RUBINO, JOSEPH THOMAS 94,119.85 229 72 13 2

SHEPHERD, RODNEY BRYAN 89,368.73 247 79 14 3 1 ROOD, BRIAN CRAIG 85,618.92 262 82 15 4 2

JARQUE, MARIA VERONICA 84,411.98 271 84 16 3 2 BLANCHARD, NICOLE 78,923.46 305 90 17 2

RANCE, JOAN 75,474.56 326 94 18 3 GONZALEZ, MARIA EUGENIA 75,326.93 327 95 19 4

RENOVA, LAURA LETICIA 74,940.40 331 97 20 4 WELTY, BRETT JASON 70,228.34 375 109 21 1 MCGLOTHEN, MARIA L 66,180.88 428 115 22 4 1

SANDLIN, JOSEPH GLENN 65,932.35 432 116 23 2 VELASQUEZ, EDWIN MANUEL 64,180.60 453 121 24 5

RENTERIA, LISA BETH 63,732.95 459 124 25 5 WARE, CHELSEA LYNNE 63,618.57 464 126 26 6

MICHAEL-MARTIN, ELIZABETH A 59,658.21 504 138 27 1 1 COON, KELLY BRONNENBERG 59,076.70 513 141 28 3 1

WOODS, LINDA 57,798.33 526 145 29 5 PACK, WENDY DAWN 57,370.84 538 149 30 4 1 THUROW, EDWARD M 52,626.15 615 172 31 4 WELLER, JENNIFER 50,868.78 645 178 32 7

COON, DARCY ELAINE 50,794.10 647 179 33 5 2 KENCHEL, ROGER STUART 50,671.18 651 181 34 8

RAPAGNANI, THEODORE JOSEPH 44,496.89 761 204 35 1 ECKENROTH, CRYSTAL MARIE 43,239.36 795 209 36 5 3

CRUZ, ELTHON ISRAEL 41,288.13 831 223 37 6 ALBIN, SAMAR BREIK 38,033.69 911 239 38 9

MONTALBO, LAMBERT 36,363.99 950 250 39 10 THIELGES, ANTHONY THOMAS 36,119.16 961 255 40 6 VANDERVELD, CLAUDIA MONA 35,170.20 994 269 41 6

ZEICHNER, ISIDORO 34,911.61 1002 273 42 11 DIMMICK, AMBER MARIE 34,433.42 1018 275 43 7

WISER, WILLIAM LEE 32,895.75 1053 287 44 5 CASABAR, MATTHEW A 32,403.86 1072 291 45 1 1

GOLDEN, MARK DELANO 28,909.09 1181 313 46 8 VARGASON, ANGELA KAY 28,899.51 1182 314 47 7

DOBSON, WILLIAM ERNEST 26,453.75 1264 335 48 6 3 CARRILLO, MELISSA D 26,270.36 1275 341 49 1 1 MILLER, STEPHEN LEE 25,465.93 1309 353 50 7

3




National Rank Region Rank Territory

Rank Area Rank Unit Rank

BRADLEY, DANIEL M 25,389.66 1312 354 51 12 BLACKSTONE, RICHARD MACARTNEY 25,098.39 1326 357 52 3

O'ROURKE, JAMES EDWARD 23,844.10 1371 366 53 6 1 BILLINGS, ISABEL R 21,134.14 1466 387 54 7

BRADFORD, FREDRICK DUANE 20,117.73 1515 397 55 4 BAKER, PATTI JO 18,564.43 1585 413 56 7 1

ACEVEDO, ANA LAURA 18,532.03 1589 414 57 13 LEDA, COLLEEN M 17,272.69 1654 430 58 8

GESZ, JULIA 15,813.37 1743 450 59 8 WHITNEY, ROBERT ELI 15,692.65 1748 451 60 5

BALL, RENAE JO 15,578.23 1754 453 61 14 KISTNER, JAMES BRENT 15,272.60 1773 457 62 1

MILLER, BRIDGETTE 14,400.88 1833 477 63 8 ALEXANDER, KARLA V 14,179.73 1843 480 64 15

STACY, TONI 13,996.18 1857 485 65 1 SKOLNICK, NEIL 13,093.42 1922 502 66 8

JOHNSTON, JOEL 12,764.54 1945 507 67 1 RENGUUL, OZELLA 12,646.96 1952 510 68 16

BEAUBIEN, DOROTHEA LYNN 12,549.83 1962 512 69 9 4 ZAMBROTTA, KARLYN ELIZABETH 12,261.06 1982 518 70 9 2

GARCIA, HECTOR 12,113.27 1995 522 71 2 1 GO, CHRISTINE L 12,095.58 1996 523 72 2 2

PARKS, JOEL 11,429.74 2058 538 73 2 SHEPHERD, BERTHA PATRICIA 11,268.56 2063 541 74 9

HART, KEITH FRANCIS 11,143.03 2075 547 75 3 1 PAXTON, CYNTHIA DAWN 11,002.30 2097 553 76 10

GREENWALD II, WILLIAM CHARLES 10,424.13 2141 561 77 11 DAY, RONALD E 10,373.65 2146 563 78 9 1

MAHER, GREGORY FRANCIS 10,365.34 2148 564 79 10 3 PORTILLO, SARA ELIZABETH 9,678.84 2205 578 80 10 THOMAS GANTHER, BECKY 9,637.73 2209 579 81 11

MARTINEZ, PATRICIA 8,917.85 2265 592 82 12 MAIRS, ALLEN RAYMOND 8,495.41 2298 599 83 10

VOURLAS, WILLIAM CHARLES 8,365.96 2312 602 84 2 2 BROOKS, ANGELA 8,013.08 2351 608 85 13

MCAREE, GREGORY KEVIN 7,709.00 2385 616 86 2 BOWERS ROMERO, BARBET ELISE 7,020.03 2459 627 87 1

MAURER, JESSICA ROSE 7,003.60 2460 628 88 3 3 MOYA, JENNIFER JEAN 6,863.20 2472 631 89 2 2

PETRANCOSTA, LOUIS JOSEPH 6,710.24 2490 638 90 4 4 HIRATA, GERALD E 6,146.82 2562 661 91 3 3

BARNES-LOWE, SHAWNA M 5,858.42 2606 675 92 3 GABUYO, VENUS R 5,535.85 2647 683 93 4

LEUNG, ALAN WENBIN 5,422.60 2665 691 94 2 1 COCHRAN, YVONNE 5,114.96 2713 700 95 11 2 CASEY, CARRIE ANN 4,741.67 2766 712 96 3 1

RAKITINA, ALENA 4,626.31 2783 715 97 4 KENNEDY, MICHELLE 4,511.84 2801 720 98 12

FULTON, KEARA LEONA 4,347.84 2828 725 99 17 EGGLER, SHERRY S 4,238.27 2839 727 100 13 4

4




National Rank Region Rank Territory

Rank Area Rank Unit Rank

COOPER, SANDRA LOUISE 4,221.28 2841 728 101 12

NILA, JENNIFER MARIE 3,949.78 2897 739 102 13 5

ARTIAGA, ELISEO 3,947.88 2898 740 103 5 5

HORGAN, PATRICK 3,682.40 2940 752 104 14 6

TRUDEAU, LEE 3,619.16 2959 755 105 3 1

CRISCOLA, WHITNEY 3,598.91 2962 756 106 6 1

PUCKETT, LEIGH ANN 3,523.65 2976 761 107 6

BALDWIN, ROBERT ANDREW 3,320.87 3021 770 108 11 1

PENCZEK, LESLIE 3,070.63 3070 777 109 14

MERLINI, JAMES MICHAEL 3,041.69 3079 781 110 4

CROPPER, SHONA L 2,914.73 3106 788 111 14 3

FUJIMOTO, MELVIN HIDEO 2,885.44 3112 791 112 5 4

HILDRETH, LESLIE EARL 2,504.09 3199 812 113 4

MILLS, ROBIN SUE 2,468.80 3205 814 114 15 1

GRACE, WENDY 2,313.28 3245 824 115 6 1

BROWN, RUSSELL D 2,070.27 3305 833 116 5

O, SUNG H 2,022.77 3326 837 117 5 2

GRANTHAM, LEATRICE 2,002.18 3331 840 118 7 1

WARE, KELLY J 1,814.14 3376 853 119 16

FILLIS, DAVID ELMER 1,701.03 3408 858 120 12 2

FALLER, RICHARD 1,657.13 3427 863 121 6

ROSS, STEVEN TODD 1,648.53 3430 865 122 15 7

SHAIN, JESSE KAYA 1,616.96 3436 867 123 9

CORDOBA-HERNANDEZ, JAIME 1,525.31 3464 872 124 18

BOWERS, AARON JAMES 1,512.61 3467 873 125 17

WAGGONER, ASHLEY CORINE 1,481.73 3478 877 126 3 2

ARRUDA, JESSICA L 1,471.61 3479 878 127 8 2

BROWN, JESSIE 1,455.88 3484 880 128 5

LIM, BENSON DEN TEE 1,344.75 3511 889 129 6 3

CASEY, MATTHEW JAMES 1,252.40 3545 897 130 7 6

MARSH, GAYLE 909.75 3670 923 131 7 4

FAISON, REGINA LUISA 853.84 3694 926 132 4

JAFFE, SANDRA GAYLE 743.16 3739 938 133 16 8

BROWN, PAUL RUFFIN 719.81 3744 941 134 17 9

BARNES, GLENDA YVETTE 709.84 3746 942 135 6

HUNTER, KENNETH EARL 606.53 3801 950 136 7 1

PIERSON, CHRISTOPHER JAMES 460.51 3882 967 137 8

FORD, KEITH STANLEY 395.13 3932 974 138 7

WADSWORTH, CASSIE LYN 346.84 3967 984 139 15 4

ABE, DAVID 64.44 4189 1031 140 9

ROOD, WENDY HARUYE 28.98 4216 1038 141 13 4

5


REP Net New Acct Sales Premium p. 1 of 2

Agent YTD Net New Acct SP National Rank Region Rank

Territory Rank Area Rank

Unit Rank

BUFFONE, MARY CATHERINE $232,864.38 23 7 1 1 1

RAPAGNANI, THEODORE JOSEPH $80,903.19 92 30 2 1

ROOD, BRIAN CRAIG $70,541.76 113 35 3 1 1

WELTY, BRETT JASON $65,181.48 121 37 4 1

DIMMICK, AMBER MARIE $59,336.88 133 41 5 2

GOLDEN, MARK DELANO $52,561.92 161 51 6 3

RENTERIA, LISA BETH $45,002.64 193 60 7 2

CARRILLO, MELISSA D $37,404.44 237 69 8 1 1

MICHAEL-MARTIN, ELIZABETH A $26,509.02 364 95 9 1 1

BAKER, PATTI JO $25,468.52 381 104 10 1 1

POLK, CHRISTINA DIANE $23,998.13 400 109 11 1

BEAUBIEN, DOROTHEA LYNN $22,817.80 418 116 12 1 1

ZAMBROTTA, KARLYN ELIZABETH $20,670.60 466 124 13 2 1

STACY, TONI $20,447.64 468 125 14 1

O'ROURKE, JAMES EDWARD $19,828.56 481 131 15 3 2

GARCIA, HECTOR $19,616.19 483 132 16 1 1

MAHER, GREGORY FRANCIS $19,062.36 497 136 17 4 3

HART, KEITH FRANCIS $18,452.22 512 139 18 2 1

CROSBY, PETER MUZZY $16,779.57 546 150 19 2 2

COON, DARCY ELAINE $15,566.10 575 157 20 5 1

COON, KELLY BRONNENBERG $15,566.10 575 157 20 5 1

NORTHROP, NANCY MARIE $15,479.10 579 159 21 6 1

VOURLAS, WILLIAM CHARLES $15,210.81 584 161 22 2 2

MCAREE, GREGORY KEVIN $14,016.30 613 165 23 2

MAURER, JESSICA ROSE $12,733.80 653 171 24 3 3

PETRANCOSTA, LOUIS JOSEPH $12,200.40 667 174 25 4 4

MOYA, JENNIFER JEAN $12,018.63 669 175 26 2 2

BARNES-LOWE, SHAWNA M $10,114.15 751 191 27 2

HIRATA, GERALD E $9,210.18 794 198 28 1 1

RAKITINA, ALENA $8,411.46 832 208 29 3

JOHNSTON, JOEL $7,743.84 877 222 30 4

EGGLER, SHERRY S $7,705.92 881 224 31 7 4

ARTIAGA, ELISEO $7,177.92 915 234 32 5 5

PARKS, JOEL $7,165.68 918 235 33 3

WOODS, LINDA $6,151.17 997 259 34 1

BALDWIN, ROBERT ANDREW $6,037.92 1005 263 35 4 1

CASABAR, MATTHEW A $5,991.84 1009 266 36 2 2

BOWERS ROMERO, BARBET ELISE $5,873.52 1017 271 37 1

DAY, RONALD E $5,798.88 1022 273 38 2 1

MERLINI, JAMES MICHAEL $5,530.30 1050 281 39 3

MCGLOTHEN, MARIA L $4,676.76 1123 291 40 3 1

HILDRETH, LESLIE EARL $4,552.86 1136 294 41 4

FUJIMOTO, MELVIN HIDEO $4,244.70 1167 298 42 3 3

BROWN, RUSSELL D $3,764.10 1211 305 43 5

NILA, JENNIFER MARIE $3,674.88 1217 308 44 3 3

GRANTHAM, LEATRICE $3,640.32 1226 311 45 4 1

FALLER, RICHARD $3,012.96 1300 326 46 6

BRADFORD, FREDRICK DUANE $2,856.00 1325 329 47 2

LIM, BENSON DEN TEE $2,445.00 1388 343 48 4 3

SHAIN, JESSE KAYA $2,395.49 1397 347 49 4

WARE, CHELSEA LYNNE $2,284.32 1420 352 50 2

6


REP Net New Acct Sales Premium p. 2 of 2

Agent YTD Net New Acct SP National Rank Region Rank

Territory Rank Area Rank

Unit Rank

CASEY, MATTHEW JAMES $2,277.03 1421 353 51 6 6

TRUDEAU, LEE $2,152.26 1440 356 52 3 1

PAXTON, CYNTHIA DAWN $1,931.10 1474 365 53 4

ARRUDA, JESSICA L $1,635.12 1531 371 54 5 1

HUNTER, KENNETH EARL $1,634.34 1533 372 55 7 1

BROWN, JESSIE $1,612.05 1539 374 56 5

MARSH, GAYLE $1,500.78 1560 381 57 5 4

JAFFE, SANDRA GAYLE $1,351.20 1590 385 58 5 4

BROWN, PAUL RUFFIN $1,308.72 1593 386 59 6 5

BARNES, GLENDA YVETTE $1,290.60 1596 387 60 6

GO, CHRISTINE L $1,162.67 1621 392 61 6 4

WAGGONER, ASHLEY CORINE $1,018.86 1661 398 62 1 1

VELASQUEZ, EDWIN MANUEL $919.92 1696 402 63 3

PIERSON, CHRISTOPHER JAMES $837.30 1714 405 64 8

MILLER, STEPHEN LEE $834.12 1716 406 65 7

JARQUE, MARIA VERONICA $804.00 1730 409 66 8 6

FILLIS, DAVID ELMER $790.47 1734 411 67 5 2

FORD, KEITH STANLEY $718.36 1755 417 68 7

LEDA, COLLEEN M $650.22 1780 423 69 5

LEUNG, ALAN WENBIN $613.98 1792 428 70 2 2

DOBSON, WILLIAM ERNEST $427.61 1867 449 71 9 7

WHITNEY, ROBERT ELI $354.48 1906 455 72 3

VARGASON, ANGELA KAY $353.04 1908 456 73 3

ROOD, WENDY HARUYE $308.04 1928 458 74 6 2

MORENO, CHAYO R $279.27 1946 467 75 6

TIERCE, ANDREA MARIE $234.97 1963 470 76 7

KISTNER, JAMES BRENT $204.66 1975 473 77 3

WADSWORTH, CASSIE LYN $183.96 1988 476 78 8 2

WISER, WILLIAM LEE $133.61 2015 484 79 10

ZEICHNER, ISIDORO $108.72 2032 488 80 4

CASEY, CARRIE ANN $101.70 2034 489 81 7 1

O, SUNG H $101.70 2034 489 81 7 1

HORGAN, PATRICK $94.68 2037 491 82 11 8

AFONG, CLAREN $91.12 2038 492 83 7 2

PACK, WENDY DAWN $37.23 2073 503 84 12 1

DUNHAM, KYM ELIZABETH $35.16 2076 505 85 6 2

ACEVEDO, ANA LAURA $25.38 2080 506 86 5

7


REP Net Benefits Counselor Sales Credits pp. 1/2

Agent YTD EN Net

Sales Credits National Rank

Region Rank

Territory Rank Area Rank Unit Rank

DUNHAM, KYM ELIZABETH 102667.74 22 12 1 1 1

RAMIREZ, MARGARITA ALEJANDRA 97060.57 26 13 2 1

GONG, RAYMOND KWOCKMAN 95986.06 28 14 3 1

SHEPHERD, RODNEY BRYAN 89260.29 38 18 4 2 1

BLANCHARD, NICOLE 79112.58 46 20 5 1

RUBINO, JOSEPH THOMAS 78830.64 48 22 6 1

GONZALEZ, MARIA EUGENIA 74941.61 56 25 7 2

RENOVA, LAURA LETICIA 74709.31 58 27 8 2

RANCE, JOAN 70898.37 66 30 9 3

SANDLIN, JOSEPH GLENN 65922.55 76 33 10 1

VELASQUEZ, EDWIN MANUEL 63561.54 84 37 11 3

WARE, CHELSEA LYNNE 58604.27 112 46 12 4

JARQUE, MARIA VERONICA 56875.58 126 51 13 2 1

WOODS, LINDA 53562.96 143 58 14 4

THUROW, EDWARD M 52626.15 150 62 15 1

KENCHEL, ROGER STUART 49719.26 167 68 16 5

WELLER, JENNIFER 46224.21 197 74 17 6

CRUZ, ELTHON ISRAEL 41197.27 255 88 18 3

ALBIN, SAMAR BREIK 38033.69 302 100 19 7

VANDERVELD, CLAUDIA MONA 35170.20 345 108 20 5

MONTALBO, LAMBERT 34428.60 367 110 21 8

ZEICHNER, ISIDORO 33974.43 376 113 22 9

WISER, WILLIAM LEE 31707.64 427 121 23 3

THIELGES, ANTHONY THOMAS 31244.07 436 125 24 2

GUZMAN, HUGO ANTONIO 29031.62 478 133 25 2

ECKENROTH, CRYSTAL MARIE 27980.94 503 136 26 4 2

NORTHROP, NANCY MARIE 26629.23 536 146 27 3 1

BRADLEY, DANIEL M 24826.67 589 154 28 10

BUFFONE, MARY CATHERINE 22988.42 642 162 29 3 2

MCGLOTHEN, MARIA L 21897.86 680 173 30 4 1

BILLINGS, ISABEL R 21134.14 712 186 31 5

MILLER, STEPHEN LEE 20999.96 717 189 32 4

ACEVEDO, ANA LAURA 18146.92 821 212 33 11

LEDA, COLLEEN M 16832.23 869 219 34 6

BALL, RENAE JO 15578.23 917 228 35 12

MILLER, BRIDGETTE 14400.88 973 243 36 6

ALEXANDER, KARLA V 14179.73 980 248 37 13

RENGUUL, OZELLA 12259.99 1103 283 38 14

WELTY, BRETT JASON 11661.12 1148 293 39 2

SHEPHERD, BERTHA PATRICIA 11217.85 1185 301 40 5

8


REP Net Benefits Counselor Sales Credits pp. 2/2 Agent

YTD EN Net Sales Credits

National Rank Region Rank

Territory Rank Area Rank Unit Rank

CROSBY, PETER MUZZY 11171.73 1188 302 41 5 2

O'ROURKE, JAMES EDWARD 10892.33 1201 307 42 4 1

GO, CHRISTINE L 10650.40 1218 312 43 1 1

PORTILLO, SARA ELIZABETH 9678.84 1284 331 44 7

MARTINEZ, PATRICIA 8917.85 1343 343 45 8

THOMAS GANTHER, BECKY 8817.48 1353 345 46 9

BLACKSTONE, RICHARD MACARTNEY 8784.44 1356 347 47 3

GREENWALD II, WILLIAM CHARLES 8030.67 1421 361 48 6

BROOKS, ANGELA 8013.08 1423 362 49 10

MAIRS, ALLEN RAYMOND 7637.37 1458 375 50 6

CASABAR, MATTHEW A 7309.87 1489 387 51 2 2

GABUYO, VENUS R 5535.85 1678 423 52 3

COON, KELLY BRONNENBERG 4871.68 1784 445 53 5 1

COON, DARCY ELAINE 4495.11 1845 457 54 6 2

KENNEDY, MICHELLE 4440.74 1852 458 55 7

FULTON, KEARA LEONA 4347.84 1859 459 56 15

DAY, RONALD E 3895.09 1912 470 57 11 1

PUCKETT, LEIGH ANN 3523.65 1969 486 58 4

CROPPER, SHONA L 2914.73 2068 503 59 8 3

COCHRAN, YVONNE 2835.29 2084 507 60 9 2

BRADFORD, FREDRICK DUANE 2777.62 2099 510 61 5

LEUNG, ALAN WENBIN 2713.74 2115 513 62 1 1

BOWERS ROMERO, BARBET ELISE 2261.58 2221 534 63 1

PAYNE, MICHELLE RENE 1922.50 2310 553 64 12

CORDOBA-HERNANDEZ, JAIME 1525.31 2418 574 65 16

BOWERS, AARON JAMES 1512.61 2425 576 66 13

HIRATA, GERALD E 1081.20 2576 599 67 4 3

TRUDEAU, LEE 852.39 2666 617 68 1 1

GRACE, WENDY 806.10 2686 621 69 5 1

VARGASON, ANGELA KAY 719.19 2728 631 70 14

ARRUDA, JESSICA L 572.29 2795 645 71 6 2

FUJIMOTO, MELVIN HIDEO 550.84 2804 646 72 7 4

ZAMBROTTA, KARLYN ELIZABETH 318.30 2944 669 73 10 2


COOPER, SANDRA LOUISE 247.38 3009 683 75 7


STACY, TONI 243.60 3013 685 77 1

WARE, KELLY J 175.94 3087 702 78 15

PARKS, JOEL 111.43 3166 716 79 2

ABE, DAVID 69.68 3221 724 80 8

WHITNEY, ROBERT ELI 62.03 3229 726 81 6

PACK, WENDY DAWN 51.83 3241 728 82 8 1

DOBSON, WILLIAM ERNEST 25.61 3265 736 83 9 3

9


REP Net Coordinator Sales Credits Agent YTD CD Net Sales Credits National Rank Region Rank

Territory Rank

Area Rank Unit Rank

TIERCE, ANDREA MARIE 180,700.17 5 3 1 1

TRUMAN, TAMMY M 130,522.07 10 4 2 1

PAYNE, MICHELLE RENE 116,184.71 14 6 3 1

DUNHAM, KYM ELIZABETH 47,237.46 54 17 4 1 1

POLK, CHRISTINA DIANE 39,002.94 68 22 5 2

BUFFONE, MARY CATHERINE 33,026.00 83 27 6 2 2

GESZ, JULIA 15,813.37 161 51 7 1

ECKENROTH, CRYSTAL MARIE 15,063.34 168 53 8 2 1

JARQUE, MARIA VERONICA 12,669.05 199 60 9 1 1

NORTHROP, NANCY MARIE 11,729.79 216 67 10 2 1

COON, KELLY BRONNENBERG 11,502.78 221 68 11 3 1

MCGLOTHEN, MARIA L 6,714.94 350 92 12 3 1

RUBINO, JOSEPH THOMAS 4,550.99 459 108 13 2

WELTY, BRETT JASON 4,299.59 466 109 14 1

COON, DARCY ELAINE 3,881.61 495 114 15 4 2

KISTNER, JAMES BRENT 3,029.89 561 130 16 1

BLACKSTONE, RICHARD MACARTNEY 2,509.85 623 142 17 2

GUZMAN, HUGO ANTONIO 1,887.53 729 169 18 5

RENTERIA, LISA BETH 1,887.52 730 170 19 4

THIELGES, ANTHONY THOMAS 1,718.31 757 175 20 5



ROOD, BRIAN CRAIG 808.09 1005 217 23 3 2

CROSBY, PETER MUZZY 765.93 1017 218 24 4 2



BOWERS ROMERO, BARBET ELISE 587.36 1112 242 27 1

RAMIREZ, MARGARITA ALEJANDRA 442.92 1201 261 28 4

BRADFORD, FREDRICK DUANE 404.96 1239 267 29 3

DAY, RONALD E 357.73 1284 282 30 2 1

COCHRAN, YVONNE 350.72 1295 283 31 6 2

SHAIN, JESSE KAYA 299.44 1348 295 32 6

WOODS, LINDA 281.96 1362 298 33 3

RANCE, JOAN 275.66 1372 300 34 4

TRUDEAU, LEE 243.54 1410 308 35 1 1

GRACE, WENDY 240.44 1414 309 36 1 1

GONG, RAYMOND KWOCKMAN 175.48 1516 329 37 4

THOMAS GANTHER, BECKY 126.19 1609 340 38 5

COOPER, SANDRA LOUISE 98.71 1681 355 39 6

BLANCHARD, NICOLE 87.86 1708 360 40 6

GREENWALD II, WILLIAM CHARLES 72.72 1753 370 41 7

O'ROURKE, JAMES EDWARD 71.40 1761 372 42 7 1

KENNEDY, MICHELLE 71.10 1763 373 43 8

STACY, TONI 69.60 1766 374 44 1

GONZALEZ, MARIA EUGENIA 59.28 1815 386 45 5

SHEPHERD, BERTHA PATRICIA 50.71 1841 393 46 5

SANDLIN, JOSEPH GLENN 35.63 1915 411 47 4

ABE, DAVID 19.91 1983 421 48 2

SHEPHERD, RODNEY BRYAN 3.66 2058 437 49 6 3

LEDA, COLLEEN M 2.86 2060 439 50 7

MONTALBO, LAMBERT 0.40 2068 440 51 6

10


REP Net New Account Sales Prem p. 1/2

Agent YTD Net New

Acct SP National Rank Region Rank

Territory Rank

Area Rank Unit Rank

BUFFONE, MARY CATHERINE 232,864.38 23 7 1 1 1

RAPAGNANI, THEODORE JOSEPH 80,903.19 92 30 2 1

ROOD, BRIAN CRAIG 70,541.76 113 35 3 1 1

WELTY, BRETT JASON 65,181.48 121 37 4 1

DIMMICK, AMBER MARIE 59,336.88 133 41 5 2

GOLDEN, MARK DELANO 52,561.92 161 51 6 3

RENTERIA, LISA BETH 45,002.64 193 60 7 2

CARRILLO, MELISSA D 37,404.44 237 69 8 1 1

MICHAEL‐MARTIN, ELIZABETH A 26,509.02 364 95 9 1 1

BAKER, PATTI JO 25,468.52 381 104 10 1 1

POLK, CHRISTINA DIANE 23,998.13 400 109 11 1

BEAUBIEN, DOROTHEA LYNN 22,817.80 418 116 12 1 1

ZAMBROTTA, KARLYN ELIZABETH 20,670.60 466 124 13 2 1

STACY, TONI 20,447.64 468 125 14 1

O'ROURKE, JAMES EDWARD 19,828.56 481 131 15 3 2

GARCIA, HECTOR 19,616.19 483 132 16 1 1

MAHER, GREGORY FRANCIS 19,062.36 497 136 17 4 3

HART, KEITH FRANCIS 18,452.22 512 139 18 2 1

CROSBY, PETER MUZZY 16,779.57 546 150 19 2 2

COON, DARCY ELAINE 15,566.10 575 157 20 5 1

COON, KELLY BRONNENBERG 15,566.10 575 157 20 5 1

NORTHROP, NANCY MARIE 15,479.10 579 159 21 6 1

VOURLAS, WILLIAM CHARLES 15,210.81 584 161 22 2 2

MCAREE, GREGORY KEVIN 14,016.30 613 165 23 2

MAURER, JESSICA ROSE 12,733.80 653 171 24 3 3

PETRANCOSTA, LOUIS JOSEPH 12,200.40 667 174 25 4 4

MOYA, JENNIFER JEAN 12,018.63 669 175 26 2 2

BARNES‐LOWE, SHAWNA M 10,114.15 751 191 27 2

HIRATA, GERALD E 9,210.18 794 198 28 1 1

RAKITINA, ALENA 8,411.46 832 208 29 3

JOHNSTON, JOEL 7,743.84 877 222 30 4

EGGLER, SHERRY S 7,705.92 881 224 31 7 4

ARTIAGA, ELISEO 7,177.92 915 234 32 5 5

PARKS, JOEL 7,165.68 918 235 33 3

WOODS, LINDA 6,151.17 997 259 34 1

BALDWIN, ROBERT ANDREW 6,037.92 1005 263 35 4 1

CASABAR, MATTHEW A 5,991.84 1009 266 36 2 2

BOWERS ROMERO, BARBET ELISE 5,873.52 1017 271 37 1

DAY, RONALD E 5,798.88 1022 273 38 2 1

MERLINI, JAMES MICHAEL 5,530.30 1050 281 39 3

MCGLOTHEN, MARIA L 4,676.76 1123 291 40 3 1

11


REP Net New Account Sales Prem p. 2/2 Agent

YTD Net New Acct SP

National Rank Region Rank Territory Rank

Area Rank Unit Rank

HILDRETH, LESLIE EARL 4,552.86 1136 294 41 4

FUJIMOTO, MELVIN HIDEO 4,244.70 1167 298 42 3 3

BROWN, RUSSELL D 3,764.10 1211 305 43 5

NILA, JENNIFER MARIE 3,674.88 1217 308 44 3 3

GRANTHAM, LEATRICE 3,640.32 1226 311 45 4 1

FALLER, RICHARD 3,012.96 1300 326 46 6

BRADFORD, FREDRICK DUANE 2,856.00 1325 329 47 2

LIM, BENSON DEN TEE 2,445.00 1388 343 48 4 3

SHAIN, JESSE KAYA 2,395.49 1397 347 49 4

WARE, CHELSEA LYNNE 2,284.32 1420 352 50 2

CASEY, MATTHEW JAMES 2,277.03 1421 353 51 6 6

TRUDEAU, LEE 2,152.26 1440 356 52 3 1

PAXTON, CYNTHIA DAWN 1,931.10 1474 365 53 4

ARRUDA, JESSICA L 1,635.12 1531 371 54 5 1

HUNTER, KENNETH EARL 1,634.34 1533 372 55 7 1

BROWN, JESSIE 1,612.05 1539 374 56 5

MARSH, GAYLE 1,500.78 1560 381 57 5 4

JAFFE, SANDRA GAYLE 1,351.20 1590 385 58 5 4

BROWN, PAUL RUFFIN 1,308.72 1593 386 59 6 5

BARNES, GLENDA YVETTE 1,290.60 1596 387 60 6

GO, CHRISTINE L 1,162.67 1621 392 61 6 4

WAGGONER, ASHLEY CORINE 1,018.86 1661 398 62 1 1

VELASQUEZ, EDWIN MANUEL 919.92 1696 402 63 3

PIERSON, CHRISTOPHER JAMES 837.30 1714 405 64 8


JARQUE, MARIA VERONICA 804.00 1730 409 66 8 6

FILLIS, DAVID ELMER 790.47 1734 411 67 5 2

FORD, KEITH STANLEY 718.36 1755 417 68 7

LEDA, COLLEEN M 650.22 1780 423 69 5


DOBSON, WILLIAM ERNEST 427.61 1867 449 71 9 7

WHITNEY, ROBERT ELI 354.48 1906 455 72 3

VARGASON, ANGELA KAY 353.04 1908 456 73 3


MORENO, CHAYO R 279.27 1946 467 75 6

TIERCE, ANDREA MARIE 234.97 1963 470 76 7

KISTNER, JAMES BRENT 204.66 1975 473 77 3




CASEY, CARRIE ANN 101.70 2034 489 81 7 1

O, SUNG H 101.70 2034 489 81 7 1

HORGAN, PATRICK 94.68 2037 491 82 11 8

AFONG, CLAREN 91.12 2038 492 83 7 2

PACK, WENDY DAWN 37.23 2073 503 84 12 1

DUNHAM, KYM ELIZABETH 35.16 2076 505 85 6 2

ACEVEDO, ANA LAURA 25.38 2080 506 86 5

12


REP Net Case Counts Agent YTD Case Count National Rank Region Rank Territory Rank Area Rank Unit Rank

RAPAGNANI, THEODORE JOSEPH 10 16 3 1 1

WELTY, BRETT JASON 9 23 6 2 1

BUFFONE, MARY CATHERINE 7 39 9 3 1 1

STACY, TONI 5 115 25 4 1

PARKS, JOEL 5 117 27 5 2

RENTERIA, LISA BETH 4 142 34 6 2

CARRILLO, MELISSA D 4 144 35 7 1 1

HART, KEITH FRANCIS 4 186 41 8 1 1

COON, DARCY ELAINE 4 189 42 9 1 1

MCAREE, GREGORY KEVIN 4 190 43 10 2

ROOD, BRIAN CRAIG 3 209 53 11 1 1

BEAUBIEN, DOROTHEA LYNN 3 261 69 12 1 1

GARCIA, HECTOR 3 273 72 13 2 1

MAHER, GREGORY FRANCIS 3 277 73 14 2 1

HUNTER, KENNETH EARL 3 315 82 15 3 1

DIMMICK, AMBER MARIE 2 340 87 16 2

GOLDEN, MARK DELANO 2 347 91 17 3

BAKER, PATTI JO 2 389 100 18 3 1

ZAMBROTTA, KARLYN ELIZABETH 2 403 103 19 4 2

O'ROURKE, JAMES EDWARD 2 410 106 20 5 3

VOURLAS, WILLIAM CHARLES 2 440 118 21 2 2

PETRANCOSTA, LOUIS JOSEPH 2 468 121 22 3 3

RAKITINA, ALENA 2 516 130 23 4

JOHNSTON, JOEL 2 524 132 24 5

ARTIAGA, ELISEO 2 531 135 25 4 4

CASABAR, MATTHEW A 2 545 143 26 1 1

MICHAEL-MARTIN, ELIZABETH A 1 640 170 27 1 1

CROSBY, PETER MUZZY 1 687 184 28 2 2

NORTHROP, NANCY MARIE 1 694 185 29 6 1

MAURER, JESSICA ROSE 1 720 191 30 5 5

MOYA, JENNIFER JEAN 1 727 192 31 2 2

HIRATA, GERALD E 1 776 201 32 2 2

EGGLER, SHERRY S 1 814 214 33 7 4

BALDWIN, ROBERT ANDREW 1 883 237 34 4 1

BOWERS ROMERO, BARBET ELISE 1 889 242 35 1

DAY, RONALD E 1 891 244 36 1 1

HILDRETH, LESLIE EARL 1 951 258 37 3

FUJIMOTO, MELVIN HIDEO 1 966 261 38 3 3

BROWN, RUSSELL D 1 995 266 39 6

GRANTHAM, LEATRICE 1 1004 269 40 4 1

FALLER, RICHARD 1 1040 277 41 7

BRADFORD, FREDRICK DUANE 1 1052 279 42 2

SHAIN, JESSE KAYA 1 1079 285 43 3

CASEY, MATTHEW JAMES 1 1084 286 44 6 6

TRUDEAU, LEE 1 1086 287 45 3 1

BROWN, JESSIE 1 1099 289 46 4

JAFFE, SANDRA GAYLE 1 1100 290 47 3 3

BARNES, GLENDA YVETTE 1 1103 291 48 5

WADSWORTH, CASSIE LYN 1 1115 294 49 8 2

TAPIA, VINCENT EDUARDO 1 1117 295 50 4 1

13

Production Statistics (Second Quarter 2014)

ASSISTANT Manager Reports

Manager Office New Account

Sales Existing Ac-count Sales

Total Sales 2 Q 2014 PLAN

% of Plan BQI New Cases

New Reps

AWP # of

Produc-ers

BUFFONE, MARY CATHERINE

A34040 $205,499.52 $126,510.33 $332,009.85 $168,999.78 196.46% 84.90% 5.0 0.0 1.85 24.00

ROOD, BRIAN CRAIG

A06183 $82,301.16 $38,690.73 $120,991.89 $114,999.95 105.21% 87.59% 3.0 1.0 3.23 42.00

CARRILLO, MELISSA DEE

A05999 $47,904.84 $19,750.04 $67,654.88 $65,000.06 104.08% 83.47% 8.0 1.0 1.38 18.00

14

Production Statistics (Second Quarter 2014)

DISTRICT Manager Reports

ACTIVE DGA/PSMs

Manager Office New Account

Sales

Existing Account

Sales Total Sales

2 Q 2014 GOAL

% GOAL BQI New Cases New Reps AWP # of Produc-

ers

KOHORST, JACQUELINE

A34111 $234,463.80 $228,082.74 $462,546.54 $154,000.43 300.35% 83.63% 7.0 2.0 9.00 117.00

SMITH, TIMO-THY

MITCHELL AA0413 $162,344.05 $18,078.12 $180,422.17 $78,000.02 231.31% 86.14% 13.0 0.0 1.62 21.00

ABARZUA, JULIE

A34098 $137,577.60 $32,146.20 $169,723.80 $95,999.95 176.80% 65.28% 11.0 4.0 2.08 27.00

MCFARLAND, COURTNEY

JEANNE A34101 $51,850.02 $33,209.28 $85,059.30 $73,000.15 116.52% 80.88% 8.0 9.0 2.54 33.00

ORNELLAS, RITA S.

A06069 $29,729.28 $60,201.00 $89,930.28 $78,000.05 115.30% 89.46% 2.0 2.0 2.08 27.00

WESTLUND, LORIN KULM

A05898 $125,134.71 $96,445.68 $221,580.39 $197,999.77 111.91% 81.56% 9.0 1.0 3.31 43.00

DOWNEY, DEL EUGENE

A05624 $196,302.36 $93,468.47 $289,770.83 $265,999.46 108.94% 87.59% 6.0 4.0 8.85 115.00

GESZ, AN-DRAS

A34073 $72,212.88 $326,666.35 $398,879.23 $374,999.63 106.37% 84.42% 9.0 3.0 9.08 118.00

RENTERIA, JUNIOR,

JESSE JOHN P34084 $212,887.92 $291,126.51 $504,014.43 $499,000.00 101.00% 83.00% 6.0 1.0 6.62 86.00

15

Happy Fourth of July Aloha Style

16

MANAGERS: Recruiting Contest BeginningJune30,theRTBwillchangetoadollaramountbonusratherthanapercentagebonus.Thatmeanseachtimeanewrecruithitsanewaccountpremiummilestone,yougetaspecificdollaramountbonus.Forexam‐ple,whenthequalifyingnewrepresentativehits$2,000innewaccountsalespremium,therecruiter/trainerre‐ceives$250.Whenthenewrephits$5,000,therecruitertrainerreceives$300,andsoon.Thebonusiscumula‐tive,soyoukeepearningcasheachtimethenewrephitsanewaccountpremiummilestone.Whetheryouarecur‐rentlyinasalesrepormanagerposition,atsomepointsomeonesharedthisopportunitywithyou.We'reaskingyoutodothesameforsomeoneyouknow.CompletedetailsabouttheupdatedRTBprogramwillbeavailableontheSourcingRecruitspageonProprthisweek.

http://links.mkt2498.com/ctt?kn=32&ms=NjY4OTEwNgS2&r=NTIxNjcwOTM4ODIS1&b=0&j=NDYyNDk3MTI4S0&mt=1&rt=0

17

OFFICIAL ANNOUNCEMENT JULY 14th

18

How to Express Appreciation

I (Tom Hopkins) understand that you may not be comfortable at first with starting the Thank You note habit. The trick is to keep the notes short and simple. A thank you note is not a dissertation. To help you get started (aka eliminate any excuses) I invested time writing out ten situations in which sending a Thank You note is appropriate. Then, to help you even more, I’ve drafted the notes for you. Use my words until writing thank you notes becomes so natural to you that you can dash one off in less than a minute.

1. Telephone contact Thank you for talking with me. In today’s business world, time is precious. You can rest assured that I will always be respectful of the time you invest as we discuss the possibility of serv-ing your needs.

2. In Person Contact Thank you. It was a pleasure meeting you, and my thank you is for the time we shared. We have been fortunate to serve many happy clients, and it is my wish to some day be able to serve you.

3. After Demonstration or Presentation Thank you for giving me the opportunity to discuss your upcom-ing needs with you. We would be honored to serve your needs now and into the future. We believe that quality, blended with excellent service, is the foundation for a successful business.

4. After Purchase Thank you for giving me the opportunity to offer you our finest service. We are confi-dent that you will be happy with your new ______. My goal is now to offer excellent follow-up service so you will have no reservations about referring others to me who have similar needs as yours.

5. For a Referral Thank you for your kind referral of John and Mary Smith. You may rest assured that anyone you refer to me will receive the highest degree of professional service possible.

6. After Final Refusal Thank you for taking your time to consider letting me serve you. It is with sincere regret that I was currently unable to assist you. However, if you need further information or have any questions, please feel free to call. I will be happy to keep you posted on new developments and changes that may benefit you.

7. After They Buy From Someone Else Thank you for taking your time to consider our product and ser-vice. I regret being unable, at this time, to prove to you the benefits we have to offer. I will keep in touch with the hope that in the years ahead we will be able to do business.

8. After They Buy From Someone Else, But Offer to Give You Referrals Thank you for your gracious offer of giving me referrals. As we discussed, I am enclosing three of my business cards. I thank you in ad-vance for placing them in the hands of three of your friends, acquaintances, or relatives that I might serve. I will keep in touch and be willing to render my services as needed.

9. To Anyone Who Gives You Service Thank you. It is gratifying to meet someone dedicated to doing a good job. Your efforts are sincerely appreciated. If my company or I can serve you in any way, please don’t hesitate to call.

10. Anniversary Thank You Thank you. It is with warm regards that I send this note to say hello and again, thanks for your past patronage. Please call me with any questions you have about your ________ or the latest advancements in our newer models.

Personally, I believe the hand-written note, posted in the mail is the most powerful. But, if that truly doesn’t work for you, it’s better to send the message via email than not at all. Ideally, you will get the note off within 24 hours of meeting with the people. The power of expressed gratitude is immense. Put this tool to work for you today! Copyright Tom Hopkins International, Inc. (Thanks to Kristy White, TEA in Des Plaines IL, for sending this for our use)

19

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 pre-

approved eligible account that successfully sells Criti-cal 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 Ill-ness 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 ac-counts 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” - cre-ated with a Critical Illness focus for select un-reworked accounts. The details are as follows:

Between June 1 and August 29, every eligible ac-count 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 un-reworked accounts that are eligible for this bonus na-tionwide.

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 un-

derstood. 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 in-formation, 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 market-ing programs for approval (and we will provide a link to the approval form),

If the ac-count is pre-approved for new case count credit (if it reaches total net sales premium of at least $2,500), and

If the ac-count has an inactive agent code still as-signed any por-tion 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.

20

Calendars

July 2014

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

JULY 1 STEVE IN LV

2 STEVE IN LV SD CLC Presenting to the Employer Class Mark Zajack, 5, 8:00 Russell Brown, 45, 9:00 Patti Baker, 35, 9:00 Joel Johnston, 20, 10:00 Hector Garcia, 21, 12:30 Hector Garcia, 15, 2:00 Todd Kiehnau, 8, 2:30

3 STEVE IN LV SD CLC Presenting to the Employer Class Stephen Sims PTO Russell Brown, 30, 10:00 Greg McAree, 10, 10:00 Joel Johnston, 7, 10:00 Chuck Beckmire, 5, 10:45 Greg McAree, 10, 11:00 Greg McAree, 4, 12:00 Jessica Maurer, 3, 1:30

4 MEMORIAL DAY HOLIDAY – ALL TERRITORY & HOME OFFICES CLOSED

5

6

7 STEVE EN ROUTE TO LA FOR DDP Stephen Sims PTO Andrew Baldwin, 20, 10:15 Melissa Carrillo, 30, 12:30

8 STEVE and TERIE and TRENT IN LA for KO of 3 Q 2014 DDP Jennifer Nila, 500, 9:00 Mark Zajack, 5, 10:00 Kurt Watson, 50, 10:30 Sherry Eggler, 30, 11:00 Valerie Sloka, 9, 11:00 Eliseo Artiaga, 6, 12:00 Ted Rapagnani, 50, 2:30

9 STEVE IN SD Kurt Watson, 9, 8:30 Patti Baker, 35, 9:00 Hector Garcia, 3, 9:30 Melissa Carrillo, 30, 10:00 Joel Johnston, 30, 10:00 Kurt Watson, 4, 1:00 Travis Bonham, 30, 1:30 Kurt Watson, 10, 2:00 Whitney Criscola, 4, 2:00

10 STEVE, HEATHER, TRENT, MELISSA, & TERIE IN TEMECULA 3rd QUARTER MGR MTG: Ponte WINERY

11 STEVE IN TEMECULA AND LV SD Lunch: Firehouse Subs

12

13

14 STEVE IN LV Jennifer Nila, 29, 11:00 Russell Brown, 6, 4:00

15 STEVE IN LV DDP Direct Sales-LV Kurt Watson, 5, 9:00 Chuck Beckmire, 10, 10:00

16 STEVE IN LV DDP Direct Sales-LV Chris Pierson, ?, 1:00 Chris Pierson , 11, 3:00 Chuck Beckmire, 22, 3:30

17 STEVE IN LV DDP Direct Sales-LV Melissa PTO

18 STEVE IN LV Melissa PTO Marti PTO

19

20

21 STEVE IN SD & LV Melissa in Columbia SC - Marti PTO - Terie in Honolulu – National RA CE Event

22 STEVE IN SD Melissa in Columbia SC - Terie in Honolulu – National RA CE Event

Direct Sales/Prospecting-LV; DDP Recruiting-LV Russell Brown, 15, 8:00

23 STEVE IN SD - Terie in Honolulu – National RA CE Event Direct Sales/DM Presentation-LV; DDP Recruiting-LV Matthew Apana, 15, 11:00 Patti Baker, 7, 1:00

24 STEVE IN SD - Terie in Honolulu – National RA CE Event

Direct Sales/DM Presentation-LV DDP Recruiting-LV DDP Coordinator-LV

25 STEVE IN SD & LV - Terie in Honolulu – National RA CE Event

26

27

28 STEVE IN LV

29 STEVE IN LV Direct Sales/DM Presentation-LV Health Care Reform Basics - LV Workplace Benefits Mania Life Products Rollout Meeting, Irvine Melissa Carrillo, 100, ?

30 STEVE IN LV Workplace Benefits Mania

31 STEVE IN LV Workplace Benefits Mania Life Products Rollout Meeting, Las Vegas

8/12/14: Jessica Maurer, 30, 1:30

21

PRODUCT SPOTLIGHT

Next National Webinar: Tomorrow!

22

Monday New Rep (OnBoarding) Webinars

OnBoarding Services offers training webinars every Mon-day!! Since August 26th, 2013, each Monday at 6 am, 7 am, 9 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 remain-der 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.)

Day Date 6:00 am PT 7:00 am PT 9:00 am PTMonday 7/7/2014 New Account Welcome Process Harmony Setup Harmony EnrollmentMonday 7/21/2014 Track An App LinkedIn Sales PerformanceMonday 7/28/2014 Sales Performance Basic Flexible Benefits ProprMonday 8/4/2014 Benefits Communication & Education Colonial College Business Quality IndexMonday 8/11/2014 Harmony® Setup New Account Welcome Process LinkedInMonday 8/18/2014 Harmony® Enrollment My Account Administration Sales PerformanceMonday 8/25/2014 Using Wellness for Working Conditions Track An App Colonial CollegeMonday 9/8/2014 LinkedIn Business Quality Index ProprMonday 9/15/2014 Sales Performance Harmony® Setup Using Wellness for Working ConditionsMonday 9/22/2014 Basic Flexible Benefits Harmony® Enrollment New Account Welcome ProcessMonday 9/29/2014 Propr Using Wellness for Working Conditions My Account AdministrationMonday 10/6/2014 Colonial College Benefits Communication & Ed. Track An AppMonday 10/13/2014 Business Quality Index LinkedIn Harmony EnrollmentMonday 10/20/2014 New Account Welcome Process Sales Performance Business Quality IndexMonday 10/27/2014 Benefits Communication & Ed. Basic Flexible Benefits Harmony® SetupMonday 11/3/2014 LinkedIn Propr Harmony® EnrollmentMonday 11/10/2014 Track An App Colonial College Using Wellness for Working ConditionsMonday 11/17/2014 Sales Performance Business Quality Index Benefits Communication & Ed.Monday 11/24/2014 Using Wellness for Working Conditions Colonial College LinkedInMonday 12/1/2014 My Account Administration Basic Flexible Benefits Sales PerformanceMonday 12/8/2014 Harmony Enrollment New Account Welcome Process Basic Flexible BenefitsMonday 12/15/2014 Harmony Setup My Account Administration ProprMonday 12/22/2014 LinkedIn Business Quality Index Colonial CollegeMonday 12/29/2014 Track An App New Account Welcome Process Business Quality Index

23

Monday morning OnBoarding webinars

24

Happy Independence Day

25

MONEY MONDAY$ webinars

26

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 informa-

tion 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 ver-

sion

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 ver-

sion

New brochure numbers for 7/1/14 or later CED (Spanish):

Disability 1000: 101167-1-CA-SP Use the -1 ver-

sion

CA Care Injury/Sickness On/Off-Job: 100215-1-CA-

SP version

CA Care Injury/Sickness Off-Job: 100216-1-CA-SP

version

Accident 1.0 Injury/Sickness On/Off-Job: 100339-1-

CA-SP version

Accident 1.0 Injury/Sickness Off-Job: 100348-1-CA-

SP version

Existing outlines of coverage that do not include informa-

tion on psychiatric and psychological conditions will re-

main in Harmony until new ones are made available in the

8/24 Harmony release.

New outlines of coverage for a 7/1/14 or Later CED can

be ordered on the Online Ordering System on 6/1/2014.

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 con-

tracts with psychiatric and psychological conditions bene-

fits.

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 re-

lease.

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

and new contracts that include psychiatric and psychologi-

cal benefits. The brochures remain the same from the ini-

tial July 1 release.

New Plan Codes: New plan codes will be available on the

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 psy-

chological benefits will be payable on these contracts.

New Outline of Coverage: Harmony screens will also be

updated with the new outlines of coverage that indicate

psychiatric and psychological conditions benefits are

available.

Effective TODAY: New CA Disability!

27

SAVE THE DATE (p. 1 of 3)

28


29


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Returning next 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 excep-tional 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 re-sort boasts five restaurants, two outdoor pools, and Blue Tip, a challenging world-class Greg Nor-man 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 re-ward 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 Cay-

man, 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 Carib-

bean 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 di-

verse range of activities for the energetic, the nature lov-ers 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.

* LDC is a maybe

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Production Statistics are for Week 26 2014 (June 22, 2014 to June 28, 2014)

Territory YTD 2014 Statistics (End of 2nd Qtr)Territory YTD 2014 Statistics (End of 2nd Qtr) 2014 YTD New Account Premium $0,000,000.00

2014 YTD New Total Sales Premium $0,000,000.00

2014 YTD Net New Cases 000.0

2014 YTD New Broker Tiers 0

2014 YTD New Broker Contracts 00

2014 YTD New Rep Contracts 00

Known Pending Contracts 0

Top Opener, Week 26 2014: Gunny Golden (Del Downey District)

Top Benefits Counselor, Week 26 2014: Ray Gong (Territory En-rollment Team)

Top Coordinator, Week 26 2014: Tammy Truman (Trying to place 1 more bet at the roulette wheel)

Most Sales Credits, Week 26 2014: Gunny Golden (Del Downey District)

Top Rookie, Week 26 2014: Gunny Golden (Del Downey District)

Top Assistant Manager, Week 26 2014: Melissa Carrillo (George Sorrentino District)

Top Manager, Week 26 2014: Mitch Smith and Lorin Westlund (Escondido, California)

Welcome New Reps: Mark Stephen Bailey (Abarzua District), Kayla Marie Baker (Downey District), Lauren Maria Clark-Koutsoumbas (McFarland District), Scott Webster Doetsch (Sorrentino District), Jared Wayne Edwards (Kairis District), Ami Jeanette Lane (McFarland District), Jonathan Isagani Markos (McFarland Dis-trict), David Padilla Sanchez (Sorrentino District), Clarence Swann (McFarland District), and Lyn C. Sweeney (Welty District)

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Weekly Top 5 in Sales Credits

Rank Agent Name District Weekly Sales Credits

1 GOLDEN, MARK DELANO DOWNEY 20,823.30

2 RAPAGNANI, THEODORE JOSEPH SMITH 15,440.49

3 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 12,119.40

4 TRUMAN, TAMMY M TERRITORY COORDINATOR 11,909.22

5 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 10,166.63

Weekly Top 5 in Net New Account Sales Premium

Rank Agent Name District Weekly Sales Premium

1 GOLDEN, MARK DELANO DOWNEY $37,860.48

2 RAPAGNANI, THEODORE JOSEPH SMITH $28,073.65

3 WELTY, BRETT JASON WELTY $12,974.95

4 MAURER, JESSICA ROSE SORRENTINO $12,733.80

5 MICHAEL-MARTIN, ELIZABETH A WESTLUND $12,431.04

Weekly Top 5 in New & Rookie Sales Credits



2 ALBIN, SAMAR BREIK TERRITORY ENROLLMENT TEAM 8,632.26

3 MAURER, JESSICA ROSE SORRENTINO 7,003.60

4 ZAMBROTTA, KARLYN ELIZABETH GESZ 4,050.61

5 EGGLER, SHERRY S. GESZ 2,856.68

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Weekly Top 5 Openers



2 RAPAGNANI, THEODORE JOSEPH SMITH 15,440.49

3 WELTY, BRETT JASON WELTY 10,057.69

4 MICHAEL-MARTIN, ELIZABETH ANN WESTLUND 7,749.88

5 MAURER, JESSICA ROSE SORRENTINO 7,003.60

Weekly Top 5 Benefit Counselors


1 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 10,138.70

2 ALBIN, SAMAR BREIK TERRITORY ENROLLMENT TEAM 8,632.26

3 RANCE, JOAN KOHORST 5,022.18

4 RAMIREZ, MARGARITA ALEJANDRA DOWNEY 4,724.20

5 VELASQUEZ, EDWIN MANUEL TERRITORY ENROLLMENT TEAM 4,422.62

Weekly Top 5 Coordinators


1 TRUMAN, TAMMY M TERRITORY COORDINATOR 11,909.22

2 TIERCE, ANDREA MARIE DOWNEY 9,440.86

3 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 8,728.97

4 PAYNE, MICHELLE RENE KOHORST 2,676.32

5 GESZ, JULIA GESZ 1,835.59

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Weekly Top 5 Districts in Area New Account Premium Rank District Manager Name Area Weekly Sales Premium

1 WESTLUND, LORIN KULM ESCONDIDO, CALIFORNIA $69,558.55

2 SMITH, TIMOTHY MITCHELL ESCONDIDO, CALIFORNIA $55,630.97

3 DOWNEY, DEL EUGENE TEMECULA, CALIFORNIA $37,860.48

4 SORRENTINO, GEORGE MICHAEL POINT LOMA, CALIFORNIA $34,020.62

5 WELTY, JEFFREY MICHAEL KEARNY MESA, CALIFORNIA $16,976.76

Top Districts YTD New Account PremiumTop Districts YTD New Account Premium RankRank District ManagerDistrict Manager New Account PremiumNew Account Premium

1 KOHORST, JACQUELINE $917,835.36

2 RENTERIA, JUNIOR, JESSE JOHN $268,863.89

3 SORRENTINO, GEORGE MICHAEL $234,017.66

4 DOWNEY, DEL EUGENE $206,303.04

5 SMITH, TIMOTHY MITCHELL $186,451.40

6 ABARZUA, JULIE $180,521.71

7 GESZ, ANDRAS $159,294.12

8 WESTLUND, LORIN KULM $148,542.21

9 WELTY, JEFFREY MICHAEL $131,400.85

10 MCFARLAND, COURTNEY JEANNE $81,589.62

Top Districts YTD Case CountTop Districts YTD Case Count RankRank District ManagerDistrict Manager Net YTD Case CountNet YTD Case Count

1 SMITH, TIMOTHY MITCHELL 19

2 (TIE) ABARZUA, JULIE 18

2 (TIE) SORRENTINO, GEORGE MICHAEL 18

4 GESZ, ANDRAS 16

5 (TIE) MCFARLAND, COURTNEY JEANNE 12

5 (TIE) RENTERIA, JUNIOR, JESSE JOHN 12

7 WESTLUND, LORIN KULM 11

8 (TIE) KOHORST, JACQUELINE 10

8 (TIE) DOWNEY, DEL EUGENE 9 8 (TIE) WELTY, JEFFREY MICHAEL 9

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GO FOR NO!

Corporate presence across social media:

HOW TO CONTACT US

36

Knock-Out Networking

Colonial Life Las Vegas

Tivoli Village at Queensridge

400 South Rampart Boulevard

Suite 250

Las Vegas, NV 89145-5723

Phone: (702) 862-1951

Fax: (702) 228-4397

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 92327-1732

Phone: (858) 386-4454

Fax: (858) 451-9939

TSM Steve Polk: [email protected]

RI Terie Bradford:

[email protected]

TR Melissa Davis: [email protected]

TEA Stephen Sims: [email protected]

Some of you have had the pleasure of attending one of Michael Goldberg’s presentations in the past. As a published author, profes-sional speaker and boxer, Michael’s expertise is in high demand all over the world. Earlier this month he was Toronto, Canada speaking at the Million Dollar Round Table (big in life insurance)!

It is without a doubt that his presentations are powerful and effective.

He uses an interactive and simple approach while maintaining a positive and upbeat atmosphere. His concepts, tips, and ideas offer new ways on how to network in an efficient and effective manner. This approach has been proven to increase professional network and busi-ness opportunities.

Last month, Michael conducted a “Knock Out Networking” event at the New York City Territory office. The focus of the discussion revolved around the importance of the Referral Market and Net-working. Attendees were able to gain the knowledge of combining both areas and watching their potential soar.

For more information on this dynamic speaker, visit his website at http://knockoutnetworking.com.

http://knockoutnetworking.com

Documents

Territory Newsletter Juy 1, 2014