Greetings Heartland Territory

Team! First and foremost, thank you

all for your hard work and effort

this past quarter. With the help of

everyone on this team, we achieved

our quarterly sales goal and are on

pace to achieve our annual sales

goal.

Summer is in full swing now with

the 4th of July right around the cor-

ner. Enjoy your parties and BBQ’s

with family and friends during this

holiday and remember those that

have fought for our freedoms.

We have quite a few events go-

ing on in July and August. Please

read closely inside this issue for

news on Colonial Life College

courses, RACE Events and Product

Roll Out meetings among other

updates.

Let’s kick off the quarter with as

much energy and enthusiasm as we

finished the last quarter with. Re-

member that the Territory Office

Staff is here to support YOU. Every-

one’s contact information is listed

on page 9. Feel free to reach out to

us with any questions or concerns

and we will do whatever we can to

help you find answers and solutions.

Best of luck!

Territory Results

I N S I D E

T H I S I S S U E :

Webinar

Schedule

2

July RACE

Event

3

PCS Enroll-

ment Forum

4

Leaders

Conference

9

Contact Us 10

Heartland Herald W E D N E S D A Y J U L Y 2 S E R V I N G I O W A & N E B R A S K A

S P E C I A L

P O I N T S O F

I N T E R E S T :

July RACE

Event

Money Mon-

days

RTB Bonus

Enhance-

ments

CI Summer

Dash for Cash

Territory Week 26

Cases: 5

Recruits: 3

Production: $122,192

Territory QTD

Cases: 44

Recruits: 12

Production $1,685,003

Territory YTD

Cases: 82

Recruits: 34

Production: $2,803,508

P A G E 2

Welcome June Recruits! Jon Roden—Evans District

Amber Zomer—Vis District

Talya Rice—Broomfield District

Mark Anson—Dennis District

Sabrina Dewey—Evans District

____________________________________

Get the training you

need for your Monday

morning team meeting!

H E A R T L A N D H E R A L D

Please use the number and link below for the we-binars:

https://egc.unum.com/onboarding3/

Conference Number: 1-888-238-7803

Participant Code: 654321

Day Date 9:00am 10:00am 12:00pm

Monday 7/7/2014 New Account Welcome Process Harmony Setup Harmony Enrollment

Monday 7/14/2014 My Account Administration

Using Wellness for Working Conditions

Benefits Communication & Education

Monday 7/21/2014 Track An App LinkedIn Sales Performance

Monday 7/28/2014 Sales Performance Basic Flexible Benefits Propr

P A G E 3 S E R V I N G I O W A &

Growing Through Incremental Change Would you like a raise?

In this session we will explore three proven sales techniques used to increase results and share other techniques found to be successful.

Do they ever tell you ‘No”?

In this round table session we will share best practices on objections that have become part of our ever changing environ-ment.

What do you do when it doesn’t go as planned? In this panel discussion we will share tips from top Openers and Benefits Counselors in the country on how a counselor can make the most out of every enrollment opportunity.

Are you maximizing your connection with your customers?

In this session we will explore some key areas of communication that will have a direct impact on your sales results and your ability to help the people who cross your path.

Do you learn something new about Colonial Life every day?

In this interactive session, we will review and share little known or forgotten tips for Underwriting, Claims and Harmony. Ever get overwhelmed with the process?

In this open discussion we will focus on maximizing efficiency and customer service while performing the neces-sary responsibilities of a top benefits counselor.

* This forum is open to all Reps and Managers in the Territory. It is an annual requirement for existing National Enrollment Team members to attend, as well as Benefits Counselors who are looking to join the NET team.

We are excited to announce the new Premier Client Services (PCS) Enrollment Forum is coming to your Territory! During this six hour Forum we will be discussing advanced sales

techniques, professional development ideas, and Colonial Life enrollment knowledge

Wednesday July 23rd from 9am-330pm

Territory Office– 11420 Blondo St. Ste. 104 Omaha, NE 68164

The Forum is designed for any Benefits Counselor, Opener or Manager who is interested in exploring successful enrollment practices to increase sales results.*

By Tuesday July 15th Register through Propr. Go to Training > I Want To > Register for a Class > Register For Class Now

OR Call into Colonial Life Center Registration Center at (800) 43-VOICE (438-6423), option 2, 7, 3

For any questions, please contact your Regional Enrollment Manager, Meghan Olson at 623-242-6215 or Mnolson@coloniallife.com

Registration due by Tuesday July 15th!

P A G E 5

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 Critical Illness1.0 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 Illness 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.

Click here to view the May/June edition of Colonial Life’s IMPACT magazine!

GET READY FOR MONEY MONDAYS

Mark your calendars

Money Mondays is a new way for you to learn more about Colonial Life’s compensation plans. Open to all levels of the sales organi-

zation, these 30-minute sessions are designed to not only give you a basic overview of comp, but also focus on key plan components

you can leverage to maximize your overall compensation.

The first Money Monday for Agency and Public Sector Sales Reps is Monday, July 21:

July 21 -- ASR/PSR COMP 101

Aug. 11 -- Maximizing ASR/PSR Compensation

Aug. 18 -- Comp Tools 101

Aug. 25 -- Understanding BQI & Advances

Sept. 8 -- Understanding Broker Compensation

All webinars will begin at 11 a.m. ET.

Login information

Webinar Address: https://egc.unum.com/moneymondays/

Conference Line: (888) 238‐7803

Passcode: 5757350#

5/6

Please let

Megan Haider know ASAP if you plan to

attend either meeting!

You can multiply your success by recruiting and training new people on the Colonial Life sales opportunity with the updated RTB. Did you know that many of our salespeople receive RTB bonuses of $10,000 or more each year? Or that salespeople have earned as much as $25,000 on a new recruit because of the RTB? If you're not taking advantage of this opportunity, now's the time. Beginning June 30, the RTB will change to a dollar amount bonus rather than a percentage bonus. That means each time a new recruit hits a new account premium milestone, you get a specific dollar amount bonus. For example, when the qualifying new representative hits $2,000 in new account sales premium, the recruiter/trainer receives $250. When the new rep hits $5,000, the recruiter trainer receives $300, and so on. The bonus is cumulative, so you keep earning cash each time the new rep hits a new account premium milestone. Whether you are currently in a sales rep or manager position, at some point someone shared this op-portunity with you. We're asking you to do the same for someone you know. Complete de-tails about the updated RTB program will be available on the Sourcing Recruits page on Propr next week.

Congratulations Quarterly Plan Achievers!

ADMs: Marty Urbanski – 394%

***Marty is currently at 132% of his annual plan, as well!***

Nick Schultze – 157%

Paul Stec – 142%

DGAs: Kevin Armstrong – 171%

Rob Ellis – 107% Cody Dennis – 105%

Mike Broomfield – 105%

President’s Club &

Leaders Conference 2015

2015 President’s Club Ritz-Carlton, Grand Cayman April 13-15, 2015 From the moment you arrive at the Ritz-Carlton, Grand Cay-man, 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 exceptional hospitality that’s expected of a Ritz-Carlton Resort, you’ll bask in the luxury of this world-renowned location. Sitting 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 resort 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 are:

Hospitality cabanas on the beach. Complimentary activities for the two days at President’s

Club.

2015 Leaders Conference Ritz-Carlton, Grand Cayman April 15-19, 2015 Qualify for the 2015 Leaders Conference, and you’ll en-joy the fun, arriving on April 15 for a four-night stay. You’ll also enjoy the resort that U.S. News & World Re-port 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 shoppers. Take a stroll through the streets of George-town, and you’ll feel like one of the “Rich and Famous” travelers who frequent this Caribbean gem. You don’t want to miss this fantastic Leaders Confer-ence. Make a plan to be there with your Colonial Life family.

Watch the 2015 President’s Club and Leaders Con-ference video. Read more on Propr.

Are you ready to find out where we’re going for the 2015 President’s Club and Leaders Conference trips?

It’s a grand escape you don’t want to miss.

The Territory Staff is here to support YOU!

Please feel free to contact us with any ques-

tions or concerns. Our normal hours of opera-

tion are 8:00 a.m. to 5:00 p.m. central time. Ty Craig—Territory Sales Manager—

402-552-8782; SCraig@ColonialLife.com

Megan Haider—Territory Exec. Assistant—

402-552-8783; MMHaider2@ColonialLife.com

Candace Maaske—Regional Instructor—402

-552-8781; CMaaske@ColonialLife.com

Kimberly Newman—Territory Recruiter—

402-552-8785; KLNewman@ColonialLife.com

Territory Office Fax—402-898-2832

Tori Beachy—Territory Enrollment

Coordinator—308-440-4666 ;

Tori.Beachy@ColonialLife.com

TEC Fax—308-224-3618

“This nation will remain the

land of the free only so long as

it is the home of the brave.”

~Elmer Davis