crusader news - 3q14 - week 34

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September 2, 2014 Volume 4, Issue 4 Table of Contents Recognition 2 Welcome to the Family 4 Logo Gear Embroid Me 6 Deep Thoughts 7 Territory Contests 9 HO Updates 12 Inforce Growth 19 LDC & PC/LC 20

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Crusader News - 3Q14 - Week 34

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Page 1: Crusader News - 3Q14 - Week 34

September 2, 2014 Volume 4, Issue 4

Table of Contents Recognition 2 Welcome to the Family 4 Logo Gear – Embroid Me 6 Deep Thoughts 7 Territory Contests 9 HO Updates 12 Inforce Growth 19 LDC & PC/LC 20

Page 2: Crusader News - 3Q14 - Week 34

Top Producers

Susan Hendricks Manny Torres (Amoebas District) (Cowboys District)

$17,708 $15,072

Ed Gentry (Amoebas District)

$15,065

Territory Recognition

Week 34 Production & Top Achievers

Top Districts

Amoebas (SH) El Chuco (GZ)

$38,096 $27,777

Rough Riders (MM)

$22,131

Territory Week 34 Cases: 5 Contracts: 12 Premium: $173,557 Territory QTD Cases: 20 Contracts: 27 Premium: $1,155,866 Territory YTD Cases: 75 Contracts: 87 Premium: $5,324,144

Page 3: Crusader News - 3Q14 - Week 34

Territory Recognition

YTD 2014

New Accounts Existing Accounts Total Premium Quarter 1 $309,052 $1,233,825 $1,542,877 Quarter 2 $511,678 $2,113,724 $2,625,402 Quarter 3 $265,557 $890,308 $1,155,866 Quarter 4 YTD Total $1,086,287 $4,237,857 $5,324,145

$-

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

Territory Sales Chart

2014 Premium Target $12,000,000

Page 4: Crusader News - 3Q14 - Week 34

Welcome to the Family

David Barone – ASR – Anasagasti District

Anna Casillas – ASR – Anasagasti District

Troy Chevalier – ASR – Gallagher District

Sharon Dean – ASR – Anasagasti District

Tom Elms – ASR – Thresher District

Brent Hatch – ASR – Anasagasti District

Ray Hayes – ASR – Anasagasti District

Lynne Heckroth – ASR – Marquez District

Richard Large – ASR – Anasagasti District

Victor Lopez – ASR – Gallagher District

Kevin Mohatt – ASR – Towell District

Treyce Montoya – ASR – Marquez District

Shawn Rouse – ASR – Marquez District

Mary Springer – ASR – Towell District

Weeks 33-34

Page 5: Crusader News - 3Q14 - Week 34

Welcome to the Family (cont)

OnBoarding Services now offers additional training webinars every Monday!!

Every Monday at 10am (7am AZ time), 11am (8am AZ time) & 1pm (10am AZ time) EST, the Onboarding Services team will conduct a rotating series of national webinars to support managers and their teams.

The list of topics, dates and times are located below.

We are 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.

Are You New to Colonial Life…? Not sure of your next steps?

You have nothing to worry about! Welcome! Click here to get started!

877-486-4930

[email protected]

View Recruiting Video Hub Site Here!

NEW! Recruiting Videos for Potential Candidates

Order Business Cards Here!

Start Here - Guide to Personal Success

Page 6: Crusader News - 3Q14 - Week 34

Get Your Logo Gear Here!

Page 7: Crusader News - 3Q14 - Week 34

Deep Thoughts by MOE “HANDEY”

Page 8: Crusader News - 3Q14 - Week 34

Deep Thoughts (cont)

Upcoming Education Opportunities Aug 11th – Sept 26th 3 Steps to Recruiting Success – Level 2 – WIN $250! Sept 4th Towell District Field Work Sept 5th Call Clinic (9:00am – 12:00pm) Sept 5th Friday Fundamentals – Setting the Appointment Sept 8th – 10th Moe in McLeod District Office Sept 8th – 12th Yahtzee RACE Event – WIN up to $375! Sept 8th Call Clinic (1:00pm – 4:00pm) Sept 12th Call Clinic (9:00am – 12:00pm) Sept 12th Friday Fundamentals (DM Presentation)

Friday Fundamentals **Every Friday, 3:00pm – 5:00pm**

7 Session Class 1. Setting the Appointment 2. DM Presentation 3. Access & Control 4. Presentation to the Employee 5. Maximize the Enrollment 6. Getting Referrals 7. Time Management & Goal Setting

YAHTZEE RACE EVENT 9/8 – 9/12

Page 9: Crusader News - 3Q14 - Week 34

Territory Contests

Page 10: Crusader News - 3Q14 - Week 34

Territory Contests (cont)

Page 11: Crusader News - 3Q14 - Week 34

Territory Contests (cont)

Page 15: Crusader News - 3Q14 - Week 34

HO Updates (cont)

Download the AD&D Webinar Q&A Here!

Page 16: Crusader News - 3Q14 - Week 34

HO Updates (cont)

Week 32 Propr Enhancements

Benefits Selling Readers’ Choice Awards Voting is now open for the 2014 Benefits Selling Readers’ Choice Awards. Colonial Life consistently dominates this award program. Brokers have given us 34 top honors in eight years recognizing our products, innovation and service. We want the trend to continue this year. We encourage people who are Benefits Selling subscribers to vote, and we want to encourage brokers who are Benefits Selling subscribers to vote for their favorite carriers as well. We believe Colonial Life has the most potential to place in the following categories: Which carrier is the easiest to work with? Which carrier is best prepared for PPACA (health care reform)? Which technology vendor makes your life the easiest? Voting ends on Sept. 5. You and your brokers can vote by clicking here.

Page 18: Crusader News - 3Q14 - Week 34

HO Updates (cont)

Page 19: Crusader News - 3Q14 - Week 34

HO Inforce Growth Corner

Page 20: Crusader News - 3Q14 - Week 34

Leadership Develeopment Conference

2015 LDC Qualifications District Managers contracted in 2014 Contracted in first quarter

o $70,000 in sales premium o 4 new recruits

Contracted in second quarter o $60,000 in sales premium o 4 new recruits

Contracted in third quarter o $50,000 in sales premium o 3 new recruits

OR Achieve 75% of your third quarter year-to-date sales plan. (Note the target is a percentage

of your year-to-date plan, not your annual plan.)

4 new recruits

District Managers contracted in 2013 or prior Achieve 75% of your third quarter year-to-date sales plan. (Note the target is a percentage

of your year-to-date plan, not your annual plan.)

4 new recruits

Page 22: Crusader News - 3Q14 - Week 34

AZ/NM/El Paso Territory

1 N Central Ave, Ste 850

Phoenix, AZ 85004

480-428-4706

Tim Martin, TSM 480-428-4707

Donna Ochoa, TEA 480-428-4706

Stuart Woltz, TR 480-428-4708

Moe Sullivan, RI 480-204-8066