las vegas san diego hawai'i newsletter april 11, 2014

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“It’s Mon- day morn- ing and George walks out the front door to his car and a flat tire. But this is the least of his problems. His home life is in shambles and his team at work is in disarray. With a big new product launch coming up in 2 weeks for the NRG- 2000 he has to find a way to get it together or risk losing his marriage and job. Forced to take the bus to work, George meets a unique kind of bus driver and an interesting set of characters (passengers) that over the course of 2 weeks share the 10 rules for the ride of his life… and attempt to help him turn around his work and team and save his job and marriage from an almost inevitable destruction.” 2 Q 2014 National RACE 2-5 April anniversaries & birthday + H. O. news 6-7 Express Enroll 8 Direct Sales Contest: Seattle! 9 Webinars and Calen- dars 12- 13 Weekly Honor Roll Week 14 2014 15- 19 The Las Vegas office MOVE in pictures 20 Inside this issue: Friday, April 11, 2014 Volume 8, Issue 15 Star Managers from 1st QUARTER! Jackie Kohorst, DGA, 906.48% of sales plan! Ernie Dobson, ADM, 175.49% of sales plan! Liz Martin, ADM, 156.83% of sales plan! George Sorrentino, DGA, 151.03% of sales plan! Del Downey, 117.92% of sales plan! Lorin Westlund, 115.48% of sales plan! Darcy Coon, DDM, 107.87% of sales plan! Jesse Renteria, PSM, 105.21% of sales plan! Julie Abarzua, DGA, 100.26% of sales plan! Quarterly Man- agement Team Meeting - April 10 2014 - Red Rock Hotel Casino Re- sort in Las Vegas

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RACE Event Next Week! Batman!

TRANSCRIPT

“It’s Mon-day morn-ing and George walks out the front door to his car and a flat tire. But this is the least of

his problems. His home life is in shambles and his team at work is in disarray. With a big new product launch coming up in 2 weeks for the NRG-2000 he has to find a way to get it together or risk losing his marriage and job. Forced to take the bus to work, George meets a unique kind of bus driver and an interesting set of characters (passengers) that over the course of 2 weeks share the 10 rules for the ride of his life… and attempt to help him turn around his work and team and save his job and marriage from an almost inevitable destruction.”

2 Q 2014 National RACE

2-5

April anniversaries & birthday + H. O. news

6-7

Express Enroll 8

Direct Sales Contest: Seattle!

9

Webinars and Calen-dars

12-13

Weekly Honor Roll Week 14 2014

15-19

The Las Vegas office MOVE in pictures

20

Inside this issue:

Friday, April 11, 2014 Volume 8, Issue 15

Star Managers from 1st QUARTER! Jackie Kohorst, DGA, 906.48% of sales plan! Ernie Dobson, ADM, 175.49% of sales plan! Liz Martin, ADM, 156.83% of sales plan! George Sorrentino, DGA, 151.03% of sales plan! Del Downey, 117.92% of sales plan! Lorin Westlund, 115.48% of sales plan! Darcy Coon, DDM, 107.87% of sales plan! Jesse Renteria, PSM, 105.21% of sales plan! Julie Abarzua, DGA, 100.26% of sales plan!

Quarterly Man-agement Team

Meeting - April 10 2014 - Red Rock Hotel Casino Re-sort in Las Vegas

2

2nd Qtr 2014 RACE: Colonial Life’s 75th Anniversary (April 14, 2014 to April 18, 2014)

Introduction

What is the RACE event? Real Activity Creates Excitement (RACE) events occur when you

dedicate a week (or two) to help your teams understand the value of fo-cused selling activities. Prospecting RACE events are designed to help participants promote the Colonial Life decision maker value proposition by going directly to new prospects.

The theme for this RACE event is “Celebrating 75 years,” and it will focus on new account prospecting and rework opportunities. In this guide, you’ll find information to walk you through developing a successful event for your territory.

As we celebrate our anniversary, we want employers to know that we can provide benefit solutions that fit their budgets. With our help, they can offer their employees the financial protection they need.

Why is it important? Success in the direct sales market begins with prospecting. Prospect-ing is an important part of a successful agent’s routine. Why? Prospecting leads to appointments, appointments lead to decision maker presentations, and decision maker presentations lead to sales. Use the sales funnel formula (see p. 13 as well) to fill in your own metrics, and show your team how real activities can create decision maker meetings:

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2nd Qtr 2014 RACE: Colonial Life’s 75th Anniversary (April 14, 2014 to April 18,

2014) Main Flyer

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2nd Qtr 2014 RACE: Colonial Life’s 75th An-niversary (April 14, 2014 to April 18, 2014)

District Guide

If you would like on of the district guides for yourself, please contact your DGA or PSM. They have the Dis-trict Guide in electronic (PDF) format to send to you.

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2nd Qtr 2014 RACE: Colonial Life’s 75th Anniversary (April 14, 2014 to April 18, 2014)

Post Card

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April Birthdays in our Territory

A special message from Tim Arnold, Senior Vice President, Sales & Marketing, and Bill Deehan, Senior Vice President, Sales

Get to know our social media policy

We live in a mobile society. As members of Colonial Life’s sales organization, we know you’re constantly on the go, attached to your smart phones, iPads and tablets. With advances in mobile technology have come increasing partici-pation in social media. On a personal level, social media is a great way to keep up with family, friends and even busi-ness contacts. On a professional level, social media is a fantastic tool to help promote and grow your business. How-ever, we all need to keep in mind the far reach of social media and how to use it in an ethical, accurate and compliant manner.

A few years ago, a home office team developed a social media policy for the sales organization. That policy still exists today and can be found in the Social Media Resource Center on Propr. The policy outlines your responsibilities as members of the sales organization for protecting the company’s brand and reputation, along with your own. We strongly suggest reading over the social media policy and getting familiar with its content. If you participate in social media, whether personally or professionally, please follow the suggestions included in the policy.

One of the most important things to remember is if you identify yourself as being contracted or employed by Colonial Life on social media, others may see you as a spokesperson for the company, even if you consider your comments personal expression. The home office is constantly monitoring social media channels to see how the Colonial Life name and brand are being used. Violations of the social media policy will be reported. Please be aware that if you violate the guidelines in the social media policy, you may be subject to disciplinary measures, up to and including ter-mination of your Colonial Life contract.

Examples of appropriate material to share on social media is anything that already exists on our public website (www.coloniallife.com or www.colonial-paulrevere.com in New York), or in the News Coverage You Can Use section on Propr. Colonial Life’s social media policy isn’t meant to discourage you from using social media. It’s intended to give you guidance on how to use social media tools in the best interest of your business and the company’s.

Thank you, Tim and Bill

Agent Name Rep Type New Rep Hire Date Maston Thornton April 1 Kingsley Jones April 5 Wayne Guzman April 6

Wendy Rood April 6 KC Hunter April 8

Norman Deputy April 9 Mary Grajeda April 10 Javier Coronel April 10

Rene Allen April 10 Al Mamdani April 11

Timothy Andring April 11 Carey Gruenbaum April 13

Edward Thurow April 13 Crystal Eckenroth April 16

Paul Burke April 17 Christoher LaRue April 17 Monica Shepherd April 17

Terri Yurek April 18 Izak Okon April 18

Jenese Pascua April 18 Kurt Boringdon April 19 Greg McAree April 19 Neil Skolnick April 20

Margo Ramirez April 21 Susana Pulido April 21

Nicole Blanchard April 25 Paul Schulte April 27 Alan Guerra April 30

Jackie Kohorst April 30 Travis Catania April 30 John Mendoza April 30

Amanda Portrey April 30

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April Anniversaries & Propr Updates

How We Go to Market – There were edits made to correct broken video links in the PowerPoint version, as well as a few other errors. The facilitator guide and par-ticipant guide have also been updated to reflect the changes. You’ll also notice an edit to the Welcome Call demonstration. The link in the PowerPoint now points to the self-paced tutorial, and the demo is easily accessed from the menu. BE SURE TO DOWNLOAD THE NEW POWERPOINT FROM PROPR BEFORE USING IN ANY CLASSROOM TRAINING.

How We Go to Market NY – There were edits made to correct broken video links in the PowerPoint version, as well as a few other errors. The facilitator guide and participant guide have also been updated to reflect the changes. You’ll also notice an edit to the Welcome Call demonstration. The link in the PowerPoint now points to the self-paced tutorial, and the demo is easily accessed from the menu. BE SURE TO DOWNLOAD THE NEW POWERPOINT FROM PROPR BE-FORE USING IN ANY CLASSROOM TRAINING.

Express Enroll – Learn about our new enrollment capability, available in the April 27th Harmony release, through a 15 minutes self-paced module. This module is in our new Colonial Life College brand! COMING SOON is the coordinator training guide.

Cancer Assist – Lesson 1 (Overview of Portfolio), Lesson 3 (Positioning to Employers) and Lesson 4 (Positioning to Employees) are now available in a self-paced and facilitator PowerPoint format! These modules are in our new Colonial Life College brand!

Weekly Calendaring to Achieve Your Goals – This JIT (formerly known as “Hard Calendaring to Achieve Your Goals”) has been updated and is available in a self-paced and facilitator PowerPoint format. This module is in our new Colonial Life College brand!

Disability Insurance Basics CE Self-Paced – We have a new CE course available for our reps! Visit the CE Credit page to see if it is approved in your state. We are actively filing this course, so be sure to keep checking back to see if your state has been approved.

New Manager Development Videos– We’ve added some videos to the video library. Be sure to check them out.

Recruiting Steps to Success – The Steps to Success (formerly the Playbook System) has been updated. Be sure to download the latest version.

Manual Sales Summary Training – The training guide on submitting a manual sales summary for paper app enrollments has been updated. Be sure to download the latest version.

Express Enroll Product Overview – An overview of the Express Enroll product offering is now available as a one page handout.

Agent Name Start Date Years of Service

Peter Crosby 4/18/1987 27

Shirley Pringle 4/19/1997 17

Uzi Rivera 4/10/2001 13

Kevin Newby 4/29/2008 6

Trisha Zulic 4/10/2009 5

Cheryl Petereit 4/21/2009 5

Kelly Ware 4/28/2009 5

Julie Abarzua 4/8/2011 3

Edward Thurow 4/20/2011 3

Kien Phan 4/2/2013 1

Craig Tower 4/4/2013 1

Mel Fujimoto 4/16/2013 1

Wayne Toyomura 4/22/2013 1

Kazuko Yokoe 4/23/2013 1

Nathan Sexton 4/24/2013 1

Gerald Hirata 4/25/2013 1

Barry Mendez 4/26/2013 1

Renae Ball 4/30/2013 1

George Stalmah 4/30/2013 1 PROPR UPDATES THE PAST 2 WEEKS

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Express Enroll—Harmony & Cancer Assist Webinar

9

Direct Sales Contest

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The Irrefutable Truths for Direct Sales

Brokers Expect Voluntary Sales Boom Say what you want about health care reform having a negative effect on all things benefits related. But stats con-tinue to show one good thing: The Pa-tient Protection and Affordable Care Act is helping spur the sale of volun-tary products.

Nearly all players in the benefits mar-ket — 94 percent of carriers, brokers, and vendors — expect voluntary sales to increase over the next 12 months, according to Eastbridge Consulting Group’s year-end Voluntary Confi-dence Index.

That projection is an increase from the 89 percent in the mid-year 2013 sur-vey and from 90 percent in the year-end 2012 survey.

“Some of this expected sales growth may be attributed to the positive im-pact respondents expect health care reform to have on voluntary sales,” said Bonnie Brazzell, Eastbridge vice president.

Specifically, it found that 68 percent of respondents expect sales to “increase a little” while 31 percent expect it to “increase a lot.” For the mid-year 2013 survey, those numbers were 58 and 26 percent respectively. Just 3 percent expect sales to remain about the same and 2 percent expect sales to decrease.

The confidence index increased in 2013 to 102.9 at year-end, from 102 at

mid-year 2013 and 99.0 at year-end 2012. It’s the highest recorded index score since the first survey was com-pleted in 2005.

The index is calculated using three key expectation measures about the voluntary industry — sales growth, profitability and employee enthusiasm about voluntary products. It includes responses from carriers, brokers and vendors.

“The industry appears to see the value in voluntary given the changes in the benefits environment, and the public is responding positively by purchasing voluntary products as indicated by the positive sales growth seen over the past six months,” Brazzell said.

Eastbridge’s survey findings are in line with other recent findings about voluntary products. Prudential’s an-nual employee benefits survey, re-leased earlier this month, also found that the ongoing rollout of the law is spurring employers to take action within their benefit plans, primarily by offering voluntary benefits. “Although employers anticipate scaling back benefit offerings due to cost con-siderations, there’s great opportunity for them to offer voluntary benefits in order to continue providing attractive benefits to their employees,” said Vis-hal Jain, vice president of strategy, planning and business insights at Pru-dential Group Insurance.

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Reminder: Monday-morning webinars for new reps Day Date 6:00 am PT 7:00 am PT 9:00 am PT

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

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Calendars: Territory (top) & recurring weekly

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

13 Week 15 Quarter 2

14 STEVE IN SD 2 Q 2014 RACE MELISSA PTO Possible Advanced Harmony Coordination Class Las Vegas Joel Parks, 15, 10:00

15 STEVE IN SD 2 Q 2014 RACE Las Vegas Colonial Life Benefits Counselor Class MELISSA PTO Whitney Criscola, 40, 8:30 Joel Parks, 20, 10:00 Whitney Criscola, 20, 11:00 Keith Hart, 7, 12:30 Keith Ford, 47, 1:00 Keith Ford, 3, 1:00 Melissa Carrillo, 30, 2:00 Russell Brown, 25, 2:00 Will Vourlas, 5, 4:30

16 STEVE IN SD 2 Q 2014 RACE Las Vegas Colonial Life Benefits Counselor Class MELISSA PTO Russell Brown, 6, 8:00 Karla Modersitzki, 31, 10:00 Louis Petrancosta, 140, 11:30 Chris Pierson, 35, 1:00 Will Vourlas, 7, 3:00

17 STEVE IN SD NAIFA LV 2 Q 2014 RACE MELISSA PTO San Diego Colonial Life College Group Briefing Class Will Vourlas, 3, 9:30 Lorin Westlund, 25, 10:00 Lorin Westlund, 30, 1:00

18 STEVE IN SD NAHU SD 2 Q 2014 RACE TERIE PTO Bricyn Afong, 4, 1:15

19 Chuck Stanley, 70, 1:00

20 Week 16 Quarter 2 EASTER KC Hunter, 20, 8:00

21 STEVE IN DALLAS Special Event in Riverside

22 STEVE IN DALLAS Las Vegas Colonial Life College Prospecting Class KC Hunter, 35, 8:30 Will Vourlas, 13, 9:30 Will Vourlas, 10, 10:00 Keith Ford, 10, 3:00

23 STEVE IN LV Las Vegas Colonial Life College Prospecting Class San Diego Colonial Life College Presenting to the Employer Class Linda Free, 15, 11:00 Keith Ford, 6, 1:00

24 STEVE IN LV San Diego Colonial Life College Presenting to the Employer Class Richard VanOrdt, 5, 1:00

25 STEVE IN LV President’s Club 2014

26 President’s Club 2014

27 Week 17 Quarter 2 President’s Club 2014

28 STEVE IN SD Leader’s Conference 2014

29 STEVE IN SD Leader’s Conference 2014 San Diego DDP Recruiting Las Vegas Colonial Life College Presenting to the Decision-Maker Class

30 STEVE IN SD Leader’s Conference 2014 Las Vegas Colonial Life College Presenting to the Decision-Maker Class (includes Christina Polk’s Coordination Training) Linda Free, 18, 10:00

MAY 1 STEVE IN SD 2 STEVE IN SD National DGA Call

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5 STEVE IN LV Elite Sales School @ home off.

6 STEVE IN LV San Diego Career Fair Joel Parks, 5, 11:00

7 STEVE IN LV Melissa Carrillo, 50, 10:00 Melissa Carrillo, 15, 12:30

8 STEVE IN LV National Sales Webinar

9 STEVE IN LV National ADM Call

10

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12 STEVE IN SD 13 STEVE IN SD

14 STEVE IN DALLAS Whitney Criscola, 5, 11:00

15 STEVE IN DALLAS 16 STEVE IN DALLAS 17 Stephen PTO

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Leaders’ Conference/President’s Club 2015 Top 10 Things to do on Grand Cayman Island (part 3)

8. Indulge in Cayman Cuisine: It would be difficult to spend time in Cayman without being offered conch frit-ters, a local Stingray beer, or Cayman’s own Heavy Cake. But don't miss the island specialties that will make your visit unique; for a snack that is not to be missed, stop in at any of the Tortuga Rum Company stores for a Tortuga Rum Cake. Compare the spicy taste of Cayman Brac’s McCoy’s BBQ to the unique flavour of Bussy’s Jerk Chicken on Little Cayman. Visitors and locals alike crave Joe’s Caribbean Shack’s delectable smoothie experience. To satisfy an island sweet tooth, ICOA chocolates are the perfect remedy. Available in individually wrapped boxes, these Caymanian specialties make great gifts and can be purchased at their specialty shop in Seven Mile Shops. See a list of our favorite restaurants. 9. Submerge into an Amazing Journey: In the Cayman Islands, fantasies of exploring the mysterious underwa-ter world can be met -- without ever getting wet! By viewing marine life from a submarine, the Cayman Islands fish covered reefs and enthralling drop-off can be discovered by land-lovers. Atlantis submarines offer rides aboard the 48-passenger Atlantis XI, and the Seaworld Explorer takes 35 passengers just five feet below the surface. Cayman Submarines' SEAmobile Submarine Tours has room for two passengers to explore underwater life at depths of up to 60 feet with a 360-degree view, and Nautilus offers the 60-passenger air-conditioned Nautilus semi-submarine with a protected glass hull that cruises five feet below the sea's surface.

10. the Cayman Story: The National Trust for the Cayman Islands office, located in George Town, offers visitors extensive information on the destination’s history and environment, national symbols and culture. Tours are also available for guests to uncover the Cayman of yesteryear -- by learning about wattle and daub, a method of con-struction used to build homes; discovering historical sites such as the Bodden Town Guard House, Old Savannah Schoolhouse and Watlers Cemetery; environmental treasures such as the Mastic Trail; and resources such as the Trust’s Herbarium and Insectarium. Other historical sites not to be missed include the National Gallery, National Museum in George Town, and Pedro St. James in nearby Savannah - Cayman's oldest surviving stone structure, and the nation's “Birthplace of Democracy." Interactive displays in the multi-media theatre orient visitors to the history, lifestyle and economics of 18th and early 19th century at Pedro.

Located 480 miles south of Miami in the quiet western Caribbean, this trio of tiny islands is a premier destination for discriminating travelers, honeymooners and families. World renowned for its beaches and div-ing spots, and ranked as the world's fifth largest financial center, the Cayman Islands offer exciting recreational opportunities along with friendly, high quality, modern service. To learn more about the Cay-man Islands, visit www.caymanislands.ky or www.divecayman.ky.

2015 Leaders’ Conference Qualifications

From Bill Deehan (see picture on page 10): The new qualifications for the 2015 Leaders Conference trip are now posted on Propr. We’ve changed the qualifications to give you two ways to win: Ranked by your role.-OR-Reach a set qualification. This approach gives you more flexibility in qualifying for the 2015 Leaders Conference. Make sure you’re a winner so you can experience the luxury and elegance of The Ritz-Carlton, Grand Cayman, coupled with the white sand beaches, ritzy accommodations, the wonderful island cuisine and the natural beauty all around. I want to see you on Grand Cayman next year, so look over the qualifications, and make a plan to qualify for this sensational conference experience.

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These production stats are for Week 14 2014 (March 30, 2014, to April 5, 2014)

Territory YTD 2014 Statistics Territory YTD 2014 Statistics 2014 YTD New Account Premium $1,265,964.48

2014 YTD New Total Sales Premium $3,096,184.86

2014 YTD Net New Cases 73.5

2014 YTD New Broker Tiers 3

2014 YTD New Broker Contracts 12

2014 YTD New Rep Contracts 55

Known Pending Contracts 5

Top Opener, Week 14 2014: Peter Crosby (Mike Min-ney District)

Top Benefits Counselor, Week 14 2014: Kym Dunham (Jesse Renteria District)

Top Coordinator, Week 14 2014: Andrea Tierce (Dell Downey District)

Most Sales Credits, Week 14 2014: Peter Crosby (Mike Minney District)

Top Rookie, Week 14 2014: Dorie Beaubien (Mike Minney District)

Top Assistant Manager, Week 14 2014: Ernie Dobson (Mike Minney District)

Top Manager, Week 14 2014: Mike Minney (San Diego, California)

Welcome New Reps: Aaron James Bowers, Kohorst District

Donna Elizabeth Poole, Minney District Karla V. Alexander, McFarland District

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These production stats are for Week 14 2014 (March 30, 2014, to April 5, 2014)

Weekly Top 5 in Sales Credits

Rank Agent Name District Weekly Sales Credits

1 CROSBY, PETER MUZZY MINNEY 7,245.24

2 DUNHAM, KYM ELIZABETH RENTERIA 5,382.93

3 NORTHROP, NANCY MARIE GESZ 5,055.42

4 JARQUE URIBE, MARIA VERONICA MINNEY 4,777.13

5 ROOD, BRIAN CRAIG DOWNEY 4,509.57

Weekly Top 5 in Net New Account Sales Premium

Rank Agent Name District Weekly Sales Premium

1 BEAUBIEN, DOROTHEA LYNN MINNEY $5,483.28

2 BAKER, PATTI JO GESZ $3,627.96

3 STACY, TONI GESZ $3,429.81

4 CROSBY, PETER MUZZY MINNEY $2,926.56

5 O'ROURKE, JAMES EDWARD GESZ $1,372.80

Weekly Top 5 in New & Rookie Sales Credits

Rank Agent Name District Weekly Sales Credits

1 BEAUBIEN, DOROTHEA LYNN MINNEY 3,015.82

2 MCAREE, GREGORY KEVIN SMITH 732.40

3 GARCIA, HECTOR Z. MCFARLAND 453.97

4 ALBIN, SAMAR BREIK TERRITORY ENROLLMENT TEAM 414.75

5 EGGLER, SHERRY S. GESZ 139.59

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These production stats are for Week 14 2014 (March 30, 2014, to April 5, 2014)

Weekly Top 5 Openers

Rank Agent Name District Weekly Sales Credits

1 CROSBY, PETER MUZZY MINNEY 5,771.11

2 ROOD, BRIAN CRAIG DOWNEY 4,509.57

3 RENTERIA, LISA BETH RENTERIA 3,804.39

4 BEAUBIEN, DOROTHEA LYNN MINNEY 3,015.82

5 NORTHROP, NANCY MARIE GESZ 2,743.36

Weekly Top 5 Benefit Counselors

Rank Agent Name District Weekly Sales Credits

1 DUNHAM, KYM ELIZABETH RENTERIA 4,287.90

2 RAMIREZ, MARGARITA ALEJANDRA DOWNY 2,899.43

3 JARQUE URIBE, MARIA VERONICA MINNEY 2,522.06

4 GONZALEZ, MARIA EUGENIA TERRITORY ENROLLMENT TEAM 2,283.88

5 RUBINO, JOSEPH THOMAS MINNEY 2,232.25

Weekly Top 5 Coordinators

Rank Agent Name District Weekly Sales Credits

1 TIERCE, ANDREA MARIE DOWNEY 3,639.35

2 TRUMAN, TAMMY M. TERRITORY COORDINATOR 1,793.12

3 DUNHAM, KYM ELIZABETH RENTERIA 1,075.69

4 ECKENROTH, CRYSTAL MARIE DOWNEY 700.34

5 JARQUE URIBE, MARIA VERONICA MINNEY 670.76

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These production stats are for Week 14 2014 (March 30, 2014, to April 5, 2014)

Top Ten Reps 2014 Net Sales CreditsTop Ten Reps 2014 Net Sales Credits Rank Agent Name District Sales Credits

1 KENT, ELIZABETH RENTERIA 138,149.19 2 DUNHAM, KYM ELIZABETH RENTERIA 82,288.99 3 PAYNE, MICHELLE RENE KOHORST 76,275.13 4 TRUMAN, TAMMY M. TERRITORY COORDINATOR 71,309.17 5 CROSBY, PETER MUZZY MINNEY 68,555.73 6 BUFFONE, MARY CATHERINE RENTERIA 67,008.69 7 TIERCE, ANDREA MARIE DOWNEY 67,001.63 8 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 47,281.16 9 RUBINO, JOSEPH THOMAS MINNEY 45,488.81

10 GONZALEZ, MARIA EUGENIA TERRITORY ENROLLMENT TEAM 45,424.26

Top Reps 2014 New Account PremiumTop Reps 2014 New Account Premium Rank Agent Name District Premium

1 WELTY, BRETT JASON WELTY $49,254.96 2 RENTERIA, LISA BETH RENTERIA $35,459.70 3 CARRILLO, MELISSA DEE SORRENTINO $23,767.86 4 BAKER, PATTI JO GESZ $21,257.24 5 STACY, TONI GESZ $20,801.43 6 BUFFONE, MARY CATHERINE RENTERIA $17,401.26 7 CROSBY, PETER MUZZY MINNEY $15,974.37 8 MAHER, GREGORY FRANCIS GESZ $14,966.64 9 O'ROURKE, JAMES EDWARD GESZ $13,880.52

10 MOYA, JENNIFER JEAN WESTLUND $13,725.03

Top Reps 2014 Case CountsTop Reps 2014 Case Counts Rank Agent Name District Case Count

1 (TIE) STACY, TONI GESZ 4.00 1 (TIE) WELTY, BRETT JASON WELTY 4.00 3 (TIE) CARRILLO, MELISSA DEE SORRENTINO 3.00 3 (TIE) RENTERIA, LISA BETH RENTERIA 3.00 5 (TIE) BAKER, PATTI JO GESZ 2.00 5 (TIE) BUFFONE, MARY CATHERINE RENTERIA 2.00 5 (TIE) CASABAR, MATTHEW A ORNELLAS 2.00 5 (TIE) HART, KEITH FRANCIS MCFARLAND 2.00 5 (TIE) HUNTER, KENNETH EARL MCFARLAND 2.00 5 (TIE) MAHER, GREGORY FRANCIS GESZ 2.00 5 (TIE) MCAREE, GREGORY KEVIN SMITH 2.00

12 (TIE) 25 WITH 1 $25.00 1.00

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These production stats are for Week 14 2014 (March 30, 2014, to April 5, 2014)

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

1 MINNEY, MICHAEL JAY SAN DIEGO, CA $5,855.64 2 GESZ, ANDRAS HENDERSON, NV $5,254.56 3 VANORDT, RICHARD PAUL LAS VEGAS, NV $4,866.12 4 ABARZUA, JULIE HENDERSON, NV $4,573.08 5 SMITH, TIMOTHY MITCHELL ESCONDIDO, CA $1,331.64

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

1 KOHORST, JACQUELINE $684,157.32

2 SORRENTINO, GEORGE MICHAEL $135,715.80

3 GESZ, ANDRAS $92,335.80

4 WELTY, JEFFREY MICHAEL $56,237.64

5 RENTERIA, JUNIOR, JESSE JOHN $55,975.97

6 ABARZUA, JULIE $47,517.19

7 MCFARLAND, COURTNEY JEANNE $30,840.12

8 ORNELLAS, RITA S. $27,414.96

9 SMITH, TIMOTHY MITCHELL $25,438.99

10 WESTLUND, LORIN KULM $23,407.50

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

1 (TIE) ABARZUA, JULIE 8.00

1 (TIE) GESZ, ANDRAS 8.00

1 (TIE) SORRENTINO, GEORGE MICHAEL 8.00

4 SMITH, TIMOTHY MITCHELL 7.00

5 (TIE) ORNELLAS, RITA S. 6.00

5 (TIE) RENTERIA, JUNIOR, JESSE JOHN 6.00

5 (TIE) ROTH, CHRISTOPHER ALLAN 6.00

8 MCFARLAND, COURTNEY JEANNE 4.00

9 (TIE) DOWNEY, DEL EUGENE 3.00

9 (TIE) KOHORST, JACQUELINE 3.00

9 (TIE) MINNEY, MICHAEL JAY 3.00

9 (TIE) WELTY, JEFFREY MICHAEL 3.00

Corporate presence across social media:

CONTACT US

20

WE MOVED (finally!)

Colonial Life Las Vegas NOW AT Tivoli Village at Queensridge 400 South Rampart Boule-vard, Suite 250 Las Vegas, NV 89145-5721 Phone: (702) 862-1951 Fax: (702) 256-3070 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

TSM Steve Polk: [email protected]

RI Terie Bradford:

[email protected]

TR Melissa Davis: [email protected]

TEA Stephen Sims: [email protected]