July 17, 2014 Volume 4, Issue 2

Entrepreneurship is living a few years of

your life like most people won’t, so you can

live the rest of your life like most people

can’t. -Anonymous

Table of Contents Territory Recognition 2 Welcome to the Family 3 Deep Thoughts 5 Hire Power 8 Territory Contests 9 HO Updates 11 Broker Updates 14 CI Da$h for Ca$h 15 PC/LC 16

Top Producers

Priscilla Martinez Bruce Tunze (El Chuco District) (Eagles District)

$15,443 $11,930

Joe Silva (Na taa niis District)

$10,892

Territory Recognition

Week 28 Production & Top Achievers

Top Districts

El Chuco (GZ) A Team (DM)

$44,889 $24,819

Rough Riders (MM)

$11,830

Territory Week 28 Cases: 2 Contracts: 2 Premium: $122,018 Territory QTD Cases: 4 Contracts: 4 Premium: $203,621 Territory YTD Cases: 59 Contracts: 64 Premium: $4,371,899

Welcome to the Family!

Week 28

Jeffry Dorn

ASR - Anasagasti District

Christopher Belanger

ASR - Marquez District

Welcome to the Family

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

onboardingservices@coloniallife.com View Recruiting Video Hub Site Here!

NEW! Recruiting Videos for Potential Candidates

Order Business Cards Here!

Start Here - Guide to Personal Success

The Onboarding and Development team will not be available after 5:00 pm EST from July 21st – July 25th. Our business hours during this week will be from 8:00 am – 5:00 pm EST. All

voicemails and emails received after 5:00 pm EST will be returned the next business day.

Deep Thoughts by Moe “Handy”

Upcoming Education Opportunities July 14th – 18th ACES UP RACE EVENT July 18th Friday Fundamentals – Access & Control July 22nd – 24th Success Academy July 25th Friday Fundamentals – Presentation to the Employee July 28th Life Product Rollout Meeting (HO) July 31st PCS Enrollment Forum (Meghan Olson) Aug 1st Friday Fundamentals – Maximize the Enrollment

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

In Maximum Achievement, he gives you a powerful, proven system -- based on twenty-five years of research and practice -- that you can apply immediately to get

better results in every area of your life. You learn ideas, concepts, and methods used by high-achieving people in every field everywhere. You learn how to unlock your individual potential for personal

greatness. You will immediately become more positive, persuasive, and powerfully focused in everything you do.

Many of the more than one million graduates of the seminar program upon which this book is based have dramatically increased their income and improved

their lives in every respect. The step-by-step blueprint for success and

achievement presented in these pages includes proven principles drawn from psychology, religion, philosophy, business, economics, politics, history,

and metaphysics. These ideas are combined in a fast-moving, informative series of steps that will lead you to greater success than you ever imagined possible --

they can raise your self-esteem, improve personal performance, and give you complete control over

every aspect of your personal and professional life.

If you have not registered yet and are planning to attend this Home Office sponsored event, please register by Thursday, July 10th to ensure we have

lunch and a seat available for you. :0)

Register Here! www.onthecrusade.com/life

Deep Thoughts (cont)

Hire Power Building the Best Team in the Business

Click Here to Learn More on Propr!

The Colonial Life opportunity is too good to keep a secret and historically referral candidates have been more successful in our industry than candidates we get from traditional sources like job boards or career fairs. As many of you heard on the national webinars last week, the RTB has undergone a much-needed overhaul, and the changes go into effect Monday, June 30th. See to the right the flier titled “Recruiting Training Bonus – Multiply Your Success” that contains all the details of the new bonus. The new RTB was designed using input from DGAs, TMs, and TRs and has the following components: Modeled after the New Rep Bonus with set payments at specific production levels to make it easier to understand and provide more upfront cash to the rep who refers a candidate. It now pays out weekly instead of monthly, which produces a quicker reward for results. The Home Office has increased our cost share portion and lowered the percentage covered by ADMs and DGAs. The net benefit to an ADM and DGA via bonuses and overrides far outweighs the cost share portion of the RTB. To see this brought to life, use the attached RTB bonus calculator to see what a new salesperson means to you in net compensation! FAQs of new RTB: Can the RTB still be split 50 / 50? Yes, the new RTB can be split evenly between a rep who refers and a rep who trains the new salesperson. Are brokers eligible to receive the RTB? Yes, a broker can receive an RTB if he or she refers someone to Colonial Life as long as they are on an active broker agreement. Are sales managers (ADMs / DDMs / PSAMs, DGAs / PSMs) eligible for the RTB? Yes, a sales manager is eligible as long as the rep they refer is outside their direct hierarchy and the sales manager doesn’t directly benefit from their sales. Sales managers are heavily incented and rewarded for recruiting and developing salespeople on their own team but this allows them to refer candidates they may know in a different territory.

Territory Contests

ACES

UP

RACE

Territory Contests (cont)

HO Updates

May/June issue of Impact digital magazine This issue is overflowing with photos and videos full of the beauty of 75th anniversary trip to Italy, Monaco and Nice, France. You’ll also learn about: •Read the results of our sponsorship of the National Small Business Week events •See videos from the 2014 President’s Club and Leaders Conference trips •Learn how to create a referral culture with recruiting •Find out how the Direct Sales Advisory Group takes sales to new heights •Complete the broker certification class to ignite sales •Get new accounts from the GFOA presentation •And more! Learn about your peers’ strategies and tips, plus tons of recognition in this issue.

HO Updates (cont)

Colonial Life website maintenance Sunday, July 20, 6 a.m.-6 p.m. Because of scheduled maintenance, the following websites will be unavailable Sunday, July 20, from 6 a.m. to 6 p.m. ET: •Propr •My Account Administration (Plan Administrator website) •My Colonial Life for Brokers •My Colonial Life for Policyholders •ColonialLife.com •Benefits Learning Center To access Harmony directly, use this link: https://harmony.coloniallife.com.

HO Updates (cont)

Click Here to learn more about Harmony On The Go

HO Broker Updates

1

1

Featuring: Nick Rutkowski

•Breaking Down Wellness ROI

•Positioning Dependent Verification

•Guest Speaker – Carey Adamson

Featuring: Chris Della Sala (RBMM)

•Mid-Year Results

•Managing Inactive Brokers

•Q3/Q4 Focus & New Initiatives

Broker Marketing 3:00 – 3:30 Public Sector Marketing 3:30 – 4:00

SALES SUCCESS WEBINAR SERIES

TIPS FOR EXPANDING YOUR BROKER & PUBLIC SECTOR MARKETS

DATE: July 17, 2014

Time: 3:00 PM to 4:00 PM

(Eastern Time)

No Registration Required

Click Here to Read the June Broker Newsletter!

CI DA$H FOR CA$H

President’s Club & Leader’s Conference

Find trip qualifications and current standings

on Propr! 2015 President's Club & Leaders Conference

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