February 7 LV SD Newsletter
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Transcript of February 7 LV SD Newsletter
ISSUE 6 FEBRUARY 7 2014 VOLUME 8
RACE ....................... 1-4
MMM webinars ......... 7-8
The leaders standings! 12-15
LV/SD/HI News
G IV IN G TH E EN TIR E TER RITO R Y TEA M TH E V ER Y LA TES T IN F O R-
MA TIO N A N D C A LEN D AR S OF U PC O MIN G EV EN TS . . .
… This is what you territory team is here for—Steve, Terie, Trent, Heather,
Melissa, Marti, and Stephen. We are here solely to be your ever-ready sup-
port, guidance, and resource, all in the service of your success
Real Activity Creates Excitement
This is it, folks. Here
we go. Make no mis-
take where you are.
What we used to call
in the West Region
(when there WAS a
West Region) our
Power Week has ar-
rived again, this time
in the guise of and un-
der the promotion of
the National RACE
event.
For the five days next
week, our territory is
going to do a hella
lotta drops and a tonna
dials, generating so
much activity and cre-
ating so much excite-
ment that no other of-
fice will be able to
touch us. It all gets
started Monday morn-
ing in the territory of-
fices!!!
THE ENERGY BUS Rule 2: Desire, Vision, and Focus Move Your Bus in the Right Direction - Jon Gordon, The Energy Bus, p. 41
Rule 4: Invite People on Your Bus and Share Your Vision for the Road Ahead - Jon Gordon, The Energy Bus, p. 56
2
3
Phone Lab Appointment
Poker Contest
February 17th & 21st During Call Labs Each time you set an appointment during call lab fill out your appointment form COMPLETELY &
turn it into Marti or Stephen. You can then choose 1 card from the available deck of cards.
Whoever compiles the best hand by the end of the week wins $150!!
2nd place will receive $50
3rd place will receive 1 free compliment from Trent
and/or Terie!
Let’s see who’s the best card player in the Territory!
4
RACE event contest:
We are READY!
The scorecard is ready. Marti and I are ready to track. Trent and Terie
have the scripts—and all the drop pieces. (shown in the upper left)!
FOOD, SWAG,
INFO, GIFTS
Lots of stuff waiting
for you Monday!
This Monday, when we kick off
the National RACE event, we will have
some noshes, some snacks,
some drinks, and plenty of training
so we hit the ground running at
1 pm!
Points Sytem Other Prizes:
Dial 1 Point Most Dials Each Week $25
Drop 3 Points Most Drops Each Week $25
Appointments Made 5 Points Most Appointments Made Each Week $25
Master App 25 Points Most Master Apps For Both Weeks $50
First Place Total Points $150
Second Place Total Points $50
Agent Name
Dials
Made
Drops
Made
Decision
Maker
Appts
Master Apps
Signed
Total
Points
Sample 300 100 4 1 645
0
0
0
0
0
0
0
0
0
District Totals 0 0 0 0
2014 First Quarter RACE Event - Scorecard
"Launching Your Sales Into 2014"
February 10 - February 21
Rules:
Only direct sales appointments count toward most appointments made
Master applications can be from any source
All prizes subject to 1099 reporting
Reports due Friday the 14th and 21st by 5:00 pm
*In the event of a tie in any
category, winner will be decided by
highest total points
5
by Brian Summers - Territory Sales Man-ager, , Colonial Volun-tary Benefits New York City
THE KEY
TAKEAWAY
Voluntary bene-
fits continue
to offer valu-
able and af-
fordable finan-
cial protection
for working
Americans.
The ACA and the Future
of Voluntary Benefits
In the land of health care reform,
it can be difficult to see the forest
for the trees. Although employers
have focused sharply on medical
insurance in the past few years,
they must look more broadly at
their entire benefits package if
they wish to remain competitive.
As the Affordable Care Act
(ACA) enters its fourth year of
implementation, employers brace
for another round of regulatory
changes by refining benefits
strategies. Whether it’s a business
with fewer than 50 employees
considering whether to continue
offering health insurance benefits,
or a large employer rethinking rich
benefits in anticipation of the ex-
cise tax of 2018, the ACA is chal-
lenging the traditional employer
role as benefits provider.
The vast majority of health bene-
fits are provided by employers.
Large employers have traditionally
considered health insurance and
other benefits a key strategy to
remain competitive by helping
them recruit and retain valued
employees. And most of them
remain committed to offering
employee health benefits. In a
recent survey of employers, 99
percent said they aren’t consider-
ing moving core health benefits to
private or public exchanges in
2014.
For the small percentage of busi-
nesses with more than 50 employ-
ees that do not already offer
health insurance, the decision to
postpone the enforcement of the
mandate to offer employee health
coverage by one year was a wel-
come reprieve. Meanwhile, the
individual health insurance man-
date took effect January 1. As con-
fusion about the ACA abounds,
more than half of Americans sur-
veyed say they don’t have enough
information about the law to un-
derstand how it will impact them
and their families. Among the un-
insured, 62 percent express confu-
sion about whether the health
care law is even in force.
Although the ACA is poised to
radically change the employer-
based benefits landscape, several
truths are certain:
Employees will need reliable,
actionable information to
make wise decisions
about benefits. Voluntary
offerings that are mostly
untouched by the hand of
health reform are more
attractive tools than ever
to enhance employment
recruitment and reten-
tion.
Voluntary benefits continue
to offer valuable and af-
fordable financial protec-
tion for working Ameri-
cans.
Benefits communication that
is meaningful and person-
alized provides an effec-
tive means to combat the
confusion of health re-
form and create an envi-
ronment of choice, value
and security.
Employers of all sizes are chal-
lenged to rethink employee bene-
fits in this new world of health
reform. Tight budgets and a still-
recovering economy mean bene-
fits managers must think beyond
health insurance and look at the
benefits they offer as a whole.
They must think creatively and
more broadly. And they must step
up their communications to help
employees manage the changes
ahead. The task requires commit-
ment, but the payoff is more than
worthwhile: a benefits program
that helps employers of all sizes
compete more effectively in to-
morrow’s marketplace.
As the ACA continues to change
our landscape, brokers must con-
tinue to develop strategies that
allow them to differentiate them-
selves. In the small employer mar-
ket, that differentiation has never
been more important.
Small employers need to be com-
petitive in order to survive. And
employee benefits can be just the
differentiator they need. By em-
bracing voluntary benefits, small
businesses can provide a menu of
choices that extend the traditional
benefits package. Although core
health benefits garner headlines,
they represent only a fraction of
the total employee benefits pic-
ture. A 2013 Towers Watson sur-
vey found that 83 percent of em-
ployers offer voluntary benefits as
a way to enrich their core benefit
plans while leveraging group pur-
chasing power.
Small employers can offer volun-
tary benefits that represent real
value and choice for employees.
From disability and life insurance
to accident and critical illness cov-
erage, voluntary benefits can be a
true differentiator. Because they’re
typically employee-paid, voluntary
benefits allow employers to offer
an expanded benefits package
without additional cost. And em-
ployees can purchase the cover-
age at work through convenient
payroll deduction.
Dealing with change for large em-
ployers is another area of focus
where brokers will continue to
remain diligent. Brian Summers is
territory sales manager for the New
York City Metro territory of The Paul
Revere Life Insurance Company, which
underwrites Colonial Voluntary Benefits
products. He manages a sales team
that markets these products, programs
and services in the area.
6
Colonial Life 2013:
A good year for the company overall
“We continue to en-
joy a strong finan-
cial position, grow
our business and
enhance or service
to customers, no
easy task in today’s
economic environ-
ment.” - Colonial
Life CEO Randy
Horn
RADYY HORN
Comments on the
year just past
Colonial Life 2014:
Key Priorities
“Sales in fourth quar-
ter were up more than
10 percent compared
with a year ago, driving
our annual sales
growth … We have a
sound long-term strat-
egy in place to con-
tinue to build on this
success and acceler-
ate growth going for-
ward.”
7
FEBRUARY 2014 TERRITORY CALENDAR
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
JANUARY 26
27 28
29 30
31 FEBRUARY 1
2 3 4 5 6 7 STEVE IN SD
Benson Lim, 250, 10:30
Rita Ornellas, 20, 11:00
Evan Araposathis, 15, 11:30
Roy Rabacal, ?, 2:00
8
9
Dorie Beaubien,
25, 11:15
10 STEVE IN LV
Power Week / RACE Week
Rita Ornellas, 15, 9:30
Evan Araposathis, 16, 3:30
11 STEVE IN LV - San Diego
Colonial Life College Benefits
Counseling Class
George Sorrentino, 60, 9:00
Jennifer Nila, 47, 9:00
Christine Go, 10, 9:00
Russell Brown, 5, 9:30
Mitch Smith, 27, 10:00
Chuck Stanley, 10, 10:00
KC Hunter, 5, 10:00
Wendy Pack, 12, 10:30
Lorin Westlund, 30, 11:00
Keith Ford, 4, 11:00
Keith Ford, 6, 1:00
Jen Nila, 3, 1:00
Louis Petrancosta, 20, 2:30
Jen Nila, 6, 2:30
Keith Ford, 4, 2:30
Dorie Beaubien, 11, 3:00
12 STEVE IN LV - San Diego Colonial
Life College Benefits Counseling Class
Hector Garcia, 45, 8:30
Will Vourlas, 9, 9:00
Lorin Westlund, 5, 9:00
Lee Trudeau, 30, 10:00
Andrew Baldwin, 12, 10:00
Russell Brown, 10, 10:00
Lorin Westlund, 30, 10:30
Louis Petrancosta, 10, 11:00
Joel Parks, 8, 11:00
Travis Bonham, 8, 11:00
Evan Araposathis, 100, 12:00
Russell Brown, 12, 1230
Will Vourlas, 4, 12:30
Russell Brown, 8, 2:00
Lorin Westlund, 50, 2:30
Travis Bonham, 30, 2:30
Keith Ford, 10, 2:30
Russell Brown, 3, 4:00
13 STEVE IN LV - San Diego
Colonial Life College Benefits
Counseling Class - Las Vegas
Colonial Life College Group
Meeting / Prospecting Class
Louis Petrancosta, 9, 8:00
Benson Lim, 12, 9:00
Keith Ford, 12, 9:00
Lorin Westlund, 10, 9:00
Russell Brown, 7, 9:30
Will Vourlas, 20, 10:30
Russell Brown, 9, 11:00
Jenn Moya, 15, 1:00
Will Vourlas, 55, 3:00
Patti Baker, 38, 3:00
14 STEVE IN LV
Stephen out part of pm today
15
16 17 STEVE IN SD
18 STEVE IN SD
Lorin Westlund, 30, 9:00
Lorin Westlund, 20, 11:00
Lorin Westlund, 20, 1:30
19 STEVE IN SD
San Diego Colonial Life
College Selling to the
Employer Class (161)
Jen Nila, 100, 10:00
Karla Modersitzki, 10, 2:00
Travis Bonham, 10 2:30
20 STEVE IN SD
San Diego Colonial Life
College Selling to the
Employer Class (161)
Lorin Westlund, 80, 9:00
Joel Parks, 5, 10:00
Joel Parks, 5, 11:00
Liz Martin, 100, 1:00
21 STEVE IN SD
TERIE PTO ½ DAY
22
23 24 STEVE IN LV w/ M Keller
25 Steve in LV w/ M Keller
Lorin Westlund, 90, 9:30
KC Hunter, 6, 10:00
Lorin Westlund, 43, 11:30
26 STEVE IN LV
Las Vegas Colonial Life
College Presenting to the
Decision-Maker class
Stephen PTO
27 STEVE IN LV
Las Vegas Colonial Life
College Presenting to the
Decision-Maker class
Las Vegas Christina Polk
training class
Stephen PTO
Karla Modersitzki, 7, 10:00
28 STEVE IN LV
Stephen PTO
MARCH 1
Manager, there is a webi-
nar coming up tnext Tues-
day to help through the
process of business plan-
ning for 2014, and a con-
ference call with TASC on
their ERISA Edge for Tues-
day 2/18. Don’t miss’ em,
BEEEEEEE There!
Territory
Appointment
Calendar
More information on these
Webinars and conference
calls was sent via email to
you from Colonial Life
News.
MANAGERS!
Webinars coming up!
Business planning webinars – first of three is Thursday, February 11, 2014 at 11:00 am
Field Leadership Training will conduct three business planning webinars for DGAs during first quarter that will review our business planning process, how to translate goals into actions and review using the "Work the Num-bers" spreadsheet and the business planning template. These webinars are scheduled for:
• Tuesday, Feb. 11 from 2 to 3 p.m. ET
• Thursday, Feb. 27 from 1 to 2 p.m. ET
• Wednesday, March 19 from 3 to 4 p.m. ET
Join the webinar by using this link and/or call–in num-ber:
Link: https://egc.unum.com/joeclark/
Call–in: (888) 238-7803
Passcode: 2137157
Introducing ERISA Edge - Tuesday, February 18, 2014, 11:00 am – 12:00 noon
Two webinars are coming up for you to learn about Co-lonial Life's new offering, ERISA Edge. Program details are available on Propr. Brought to you by Total Admin-istrative Services Corporation (TASC), these webinars will give you a high-level overview of ERISA require-ments, TASC's services and how ERISA Edge can bet-ter position Colonial Life's sales. Click the correspond-ing date link below to register you and your team to take part.
8
Monday Morning Webinars
Led by the Colonial Life Home Office Onboarding Department,
these webinars help a new rep (or a rep new to Propr) get their
week off on the right foot!
Also see corporate flyer on
next page for more info on
these MMM Monday morn-
ing meetings!
COLONIAL LIFE
COLLEGE:
Classes Next Week
Next week in San
Diego, Regional In-
structor Terie Bradford
will be holding the
benefit Counselor
Class on 2/11-12-13. In
Las Vegas, on 2/13, Re-
gional Instructor Trent
Smith will be holding
the Group Meeting /
Prospecting Class!
The Onboarding and Development Team encourages you and your team to join us on Monday
mornings for our Monday Morning Webinars. Each webinar is offered on a rotating basis at
9:00, 10:00 and 12:00 EST. They are a great way to educate your team, as well as set the
week’s expectations. Please see the attached flyer for more details and dial-in informa-
tion. Also included in the email is the webinar schedule through the end of June. If you have
any questions, please feel free to reach out to the Onboarding team. Have a great weekend!
Onboarding Services—Colonial Life - 1200 Colonial Life Blvd. - Columbia, SC 29210
Phone: .877.486.4930 (F) 803.678.6662 [email protected]
Day Date 6:00 am PT 7:00 am PT 9:00 am PT
Monday 2/10/2014 Harmony® Setup New Account Welcome Process Data Security
Monday 2/17/2014 Harmony® Enrollment My Account Administration Sales Performance
Monday 2/24/2014 Using Wellness for Working Conditions Track An App Colonial College
Monday 3/3/2014 Benefits Communication & Ed. Data Security Basic Flexible Benefits
Monday 3/10/2014 LinkedIn Business Quality Index Propr
Monday 3/17/2014 Sales Performance Harmony® Setup Using Wellness for Working Conditions
Monday 3/24/2014 Basic Flexible Benefits Harmony® Enrollment New Account Welcome Process
Monday 3/31/2014 Propr Using Wellness for Working Conditions My Account Administration
Monday 4/7/2014 Colonial College Benefits Communication & Ed. Track An App
Monday 4/14/2014 Business Quality Index LinkedIn Data Security
Monday 4/21/2014 New Account Welcome Process Sales Performance Business Quality Index
Monday 4/28/2014 Benefits Communication & Ed. Basic Flexible Benefits Harmony® Setup
Monday 5/5/2014 LinkedIn Propr Harmony® Enrollment
Monday 5/12/2014 Track An App Colonial College Using Wellness for Working Conditions
Monday 5/19/2014 Sales Performance Business Quality Index Benefits Communication & Ed.
Monday 5/26/2014 Using Wellness for Working Conditions Colonial College LinkedIn
Monday 6/2/2014 My Account Administration Data Security Sales Performance
Monday 6/9/2014 Harmony Enrollment New Account Welcome Process Basic Flexible Benefits
Monday 6/16/2014 Harmony Setup My Account Administration Propr
Monday 6/23/2014 LinkedIn Business Quality Index Colonial College
Monday 6/30/2014 Track An App New Account Welcome Process Business Quality Index
9
10
MANY DGAS ARE
AHEAD OF PACE
FOR 1 Q 2014!
DGAs George Sorren-
tino and Lorin West-
lund have now sur-
passed 50% of their
sales goal, and DGAs
Julie Abarzua and Del
Downey have now sur-
passed 40% of their
sales goal! A big
thumbs up to al of you!
Managers: How would it feel to have
already pretty much hit your annual
plan IN FEBRUARY?
Oh, just ask Jackie Kohorst. She
would be able to tell you right about
now just how that feels. Jackie?
Manager QTD (through 2/1) Quarterly Plan % Plan Achieved
KOHORST $679,768.64 $87,000.16 781.34%
Manager YTD Annual Plan % Plan Achieved
KOHORST $679,768.64 $802,000.00 84.76%
11
The 2014 Territory
Weekly Calendar
The value and benefits of preparation cannot be overemphasized. No matter how
long a show plays on Broadway, the actors continue to rehearse.—Kinder Bros
The website Golfsmith.com has
a section for tips on bettering
your game. In that section, they
write, “For beginning golfers,
the first step in learning the
game is to master the funda-
mentals -- the elements that all
good golf swings have in com-
mon.” in another section, they
come back to this theme, saying
that “A repeatable golf swing is
one the golfer is able to execute
with precision over and over,
whether on the practice range
by himself or at a crucial stage of a
match.” Similarly, Clark Rickman at
Detecting365.com writes, “Anyone that
performs anything
at an extremely high
level realizes that
little things work
together to make
big things happen.
The secret to making
an extremely high
percentage of basketball shots, throwing
a bunch of strikes, or anything – even
killer cross-stitching I imagine – is all
about the routine. If you watch a profes-
sional basketball player that has a very
high free-throw percentage, you will see
that he does exactly the same things
every single time he shoots a free
throw.” The same thing applies in direct
sales—it’s mastering the repeatable
basics that lead to short-term and espe-
cially long-term sales
success. The “Weekly
Calendar” below is the
best system yet to instill
successful execution of
the fundamentals and
generate success!
LATE ADDITION: We have just added a CORPORATE OVERVIEW for recruiting to the cal-endar each Friday morn-ing between 11:— and 12:00 noon!!!
Belief precedes behavior; don't speak
from the top of your head-speak from
the bottom of your heart; never
confuse activity w/ accomplishment.
KINDER BROS.
WELCOME TO
OUR NEWEST
DGA WHITNEY
CRISCOLA
Week Of: Every Week!
MON TUE WED THU FRI SAT SUN
9:30 am: Territory
Sales Meeting
10:30 am: District
Sales Meeting
1:00 pm: Direct
Sales Call Clinic
District Managers
Only:
8:00 am: Weekly
Conference Call
3:00 pm : Call Lab
for Recruiting
Date All day: Drops
(minimum 100 per
week) and
Appointments
Date All day: Drops
(minimum 100 per
week) and
Appointments
Date All day: Drops
(minimum 100 per
week) and
Appointments
Date 9:00 – 12:00
Direct Sales Call
Clinic
12:00 – 1:00
(Territory Office
only) Lunch
provided
1:00 – 3:00 Direct
Sales Call Clinic
Date _______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
Date _______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
_______________
Date
Weekly Calendar Template
Welcome to our newest San
Diego-area District General
Agent, Whitney Criscola Whit-
ney starts on Monday, February
10, 2014. There'll be a in-bio in
next week's issue, but we can
say that Whitney just moved
here from Utah. Which reminds
me, a fond farewell to former
ADM and DGA Dan Williams,
who move back to Utah recently
12
These Production Statistics are cumulative for
Weeks 1-5 2014
(January 1, 2014 to February 3, 2014)
Territory 1 Q 2014 Statistics (as of 2/7/14)Territory 1 Q 2014 Statistics (as of 2/7/14)
2014 YTD New Account Premium (as of 2/1) $755,373.72
2014 YTD New Total Sales Premium (as of 2/1) $1,256,635.58
2014 YTD Net New Cases 17.00
2014 YTD New Broker Tiers 1
2014 YTD New Broker Contracts 4
2014 YTD New Rep Contracts 24
Known Pending Contracts 1
Top Opener, 1st 5 weeks of 2014: Cathy Buffone (Renteria District)
Top Benefits Counselor, 1st 5 weeks of 2014: Joan Rance (Kohorst District)
Top Coordinator, 1st 5 weeks of 2014: Michelle Payne
(Kohorst District)
Most Sales Credits, 1st 5 weeks of 2014: Michelle Payne
(Kohorst District)
Top Rookie, 1st 5 weeks of 2014: Mona Vanderveld
(Kohorst District)
Top Assistant Manager, 1st 5 weeks of 2014: A virtual tie between Cathy
Buffone (Renteria District) and Liz Martin (Westlund District)
Top Manager, 1st 5 weeks of 2014: Jackie Kohorst (Henderson, NV)
13
QUARTERLY Top 5 in Sales Credits
Rank Agent Name District QUARTERLY Sales Credits
1 PAYNE, MICHELLE RENE KOHORST 67,920.08
2 BUFFONE, MARY CATHERINE RENTERIA 43,979.35
3 RANCE, JOAN KOHORST 29,224.57
4 WOODS, LINDA KOHORST 27,090.64
5 GONZALEZ, MARIA EUGENIA TERRITORY ENROLLMENT TEAM 26,446.10
QUARTERLY Top 5 in Net New Account Sales Premium
Rank Agent Name District QUARTERLY Sales Premium
1 WELTY, BRETT JASON WELTY $6,733.68
2 BUFFONE, MARY CATHERINE RENTERIA $4,763.40
3 MOYA, JENNIFER JEAN WESTLUND $4,067.40
4 BALDWIN, ROBERT ANDREW DOWNEY $3,472.20
5 RENTERIA, LISA BETH RENTERIA
QUARTERLY Top 5 in New & Rookie Sales Credits
Rank Agent Name District QUARTERLY Sales Credits
1 VANDERVELD, CLAUDIA MONA KOHORST 21,382.19
2 PORTILLO, SARA ELIZABETH KOHORST 9,503.94
3 BROOKS, ANGELA KOHORST 8,685.33
4 BALL, RENAE JO TERRITORY ENROLLMENT TEAM 8,219.25
5 ACEVEDO, ANA LAURA TERRITORY ENROLLMENT TEAM 7,682.48
These Production Statistics are cumulative for
Weeks 1-5 2014
(January 1, 2014 to February 3, 2014)
14
These Production Statistics are cumulative for
Weeks 1-5 2014
(January 1, 2014 to February 3, 2014)
QUARTERLY Top 5 Openers
Rank Agent Name District QUARTERLY Sales Credits
1 BUFFONE, MARY CATHERINE RENTERIA 25,738.74
2 WELTY, BRETT JASON WELTY 21,335.86
3 RENTERIA, LISA BETH RENTERIA 20,397.12
4 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 18,539.42
5 MICHAEL-MARTIN, ELIZABETH A WESTLUND 16,387.17
QUARTERLY Top 5 Benefit Counselors
Rank Agent Name District QUARTERLY Sales Credits
1 RANCE, JOAN KOHORST 28,974.02
2 WOODS, LINDA KOHORST 26,622.65
3 GONZALEZ, MARIA EUGENIA TERRITORY ENROLLMENT TEAM 26,446.10
4 WARE, CHELSEA LYNNE TERRITORY ENROLLMENT TEAM 23,397.47
5 RENOVA, LAURA LETICIA KOHORST 21,843.52
QUARTERLY Top 5 Coordinators
Rank Agent Name District QUARTERLY Sales Credits
1 PAYNE, MICHELLE RENE KOHORST 66,929.51
2 TRUMAN, TAMMY M TERRITORY COORDINATOR 20,990.90
3 TIERCE, ANDREA MARIE DOWNEY 12,019.85
4 BUFFONE, MARY CATHERINE RENTERIA 7,178.00
5 DUNHAM, KYM ELIZABETH RENTERIA 3,010.95
15
These Production Statistics are cumulative for
Weeks 1-5 2014
(January 1, 2014 to February 3, 2014)
QUARTERLY Top 5 Districts in Area New Account Premium
Rank District Manager Name Area QUARTERLY Sales Premium
1 KOHORST, JACQUELINE HENDERSON, NV 668,354.76
2 WELTY, JEFFREY MICHAEL KEARNY MESA, CA 39,767.64
3 SMITH, TIMOTHY MITCHELL ESCONDIDO, CA 7,437.07
4 WESTLUND, LORIN KULM ESCONDIDO, CA 6,213.48
5 RENTERIA, JUNIOR, JESSE JOHN LAS VEGAS, NV 5,183.40
Top Top RepsReps 1Q2014 Case Counts1Q2014 Case Counts Rank Agent Name District Case Count
1 (TIE) BALDWIN, ROBERT ANDREW DOWNEY 1
1 (TIE) BUFFONE, MARY CATHERINE RENTERIA 1
1 (TIE) CASABAR, MATTHEW A ORNELLAS 1
1 (TIE) DAY, RONALD E VARGASON 1
1 (TIE) MAHER, GREGORY FRANCIS GESZ 1
1 (TIE) TRUDEAU, LEE SMITH 1
1 (TIE) WELTY, BRETT JASON WELTY 1
Top Top Districts Districts 1Q14 Case Count1Q14 Case Count
RankRank District ManagerDistrict Manager Net 4Q2013 Case CountNet 4Q2013 Case Count
1 SMITH, TIMOTHY MITCHELL 3
2 KOHORST, JACQUELINE 2
3 (TIE) ABARZUA, JULIE 1
3 (TIE) DOWNEY, DEL EUGENE 1
3 (TIE) GESZ, ANDRAS 1
3 (TIE) MINNEY, MICHAEL JAY 1
3 (TIE) ORNELLAS, RITA S. 1
3 (TIE) RENTERIA, JUNIOR, JESSE JOHN 1
3 (TIE) SORRENTINO, GEORGE MICHAEL 1
3 (TIE) VARGASON, ANGELA KAY 1
3 (TIE) WESTLUND, LORIN KULM 1
3 (TIE) ZULIC, PATRICIA ANDRENIA 1
16
Leaders’ Conference
2015 Details
President’s Club as well
Grand Cayman, here we come!
Extra! Extra! In spring 2015, qualifi-
ers are headed to The Grand Cay-
man Islands! It’s a grand escape you
don’t want to miss. 2015 Presi-
dent’s Club Ritz-Carlton, Grand
Cayman April 13-15, 2015 From the
moment you arrive at the Ritz-
Carlton, Grand Cayman, on April 13,
2015, you’ll be greeted and pam-
pered as if you were the only guests
at this exclusive resort. With the
lush surroundings, the beautiful
furnishings and exceptional hospital-
ity that’s expected of a Ritz-Carlton
Resort . you’ll bask in the luxury of
this world-renowned location. Sit-
ting on the famous Seven Mile
Beach, the Ritz-Carlton is a Grand
Cayman icon. The resort boasts five
restaurants, two outdoor pools and
Blue Tip,
a world-class Greg Norman-
designed nine-hole golf course.
Attendees will stay in ocean-view
rooms and have all meals and tours
provided during
President’s Club.
This elegant re-
sort is the fitting
reward for all
your hard work.
It’s time to bask
in the sunshine and renew your
spirit. Some of your amenities for
this elite group of salespeople areh
ospitality cabanas on the beach and
complimentary activities for the two
days at President’s Club. 2015 Lead-
ers Conference Ritz-Carlton, Grand
Cayman April 15-19, 2015 Qualify
for the 2015 Leaders Conference,
and you’ll enjoy the fun, arriving on
April 15 for a four-night stay. You’ll
also enjoy the resort that U.S. News
& World Report voted one of the
“Best Hotels in the Caribbean” for
2013. Take the opportunity to enjoy
the Silver Rain Spa,
voted one of the
World’s Best Spas
(2010-2012) and No. 1
in the Caribbean by
Condé Nast Traveller.
With all the on-site
water sports included, you’ll have
plenty of time to have fun with your
Colonial Life family and friends.
Grand Cayman offers a diverse
range of activities for the energetic,
nature lovers and die-hard shop-
pers. Take a stroll through the
streets of Georgetown, and you’ll
feel like one of the “Rich and Fa-
mous” travelers who frequent this
Caribbean gem.
You don’t want to miss this fantastic
Leaders’ Conference. Make a plan
to be there with your Colonial life
Family.
COLONIAL LIFE NEWS
OUR
UPCOMING
NEWSLETTER
SCHEDULE
Fri 2/14: Focus on re-cruiting
Fri 2/21: Power Week / National RACE
final standings
Fri 2/28:: No newslet-ter—Stephen on PTO
as usual for spring training
Fri 3/7: Focus on di-rect sales
Colonial Life Las Vegas
West Charleston Pavilion for the moment at
least)
10801 West Charleston Boulevard, Suite 125
Las Vegas NV 89125-1214
Phone: (702) 862-19251
Fax: (702) 228-4397
Emails:
TSM Steve Polk: [email protected]
RI Trent Smith: [email protected]
TR Heather Schoenwald:
TEA Marti Black:
Colonial Life San Diego
Pinnacle Executive Centre
10920 Via Frontera,
Suite 440
San Diego, CA 92127-1732
Phone (858) 386-4452
Fax :(858) 451-9939
Emails:
TSM Steve Polk: [email protected]
RI Terie Bradford:
TEA Stephen Sims: [email protected]