Las Vegas / San Diego / Hawai'i Territory Newsletter 04252014

Yet again the LV/SD territory leads the pack, as we have 17 stars en route!

Congratulations 2014 LC winners

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Harmony 8.2 THIS WEEKEND!

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Honors for the Sorren-tino District!

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Comparing with Aflac: May 7

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70 of us in Riverside! 5

LD/PC Qualifications revised 4-21-14

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Weekly Honor Roll Week 16 2014

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Inside this issue:

Friday, April 25, 2014 Volume 8, Issue 17

Congratulations President’s Club & Leaders Conference Qualifiers---Safe Travels!!!

Cathy Buffone, DDM Melissa Carrillo, ADM

Peter Crosby, ASR Ernie Dobson, ADM Del Downey, DGA Kym Dunham, ASR Ray Gong, ASR

Roger Kenchel, ASR Jackie Kohorst, DGA Mike Minney, ADM Margo Ramirez, ASR Brian Rood, ADM

Rodney Shepherd, ASR George Sorrentino, DGA Tammy Truman, ASR

Reminder: HARMONY 8.2 loads this weekend What's New in Harmony 11.2? New products, tools and capabilities

Harmony 11.2 will be released April 28, and includes the following changes:

New product support: Cancer Assist

Express Enroll

State Activations: Group Accident and Group Disability

Election Form enhancements

Core product dependency features

Enhancements to the Agent Access page

Read about all the enhancements in What’s New in Harmony 11.2.

How to download Harmony 11.2

View the instructions on how to download and install Harmony 11.2 on your computer.

How does this affect my enrollment? If you’re enrolling online during the weekend of April 26, Harmony online will be unavailable on Sun-

day, April 27. If you need to download an account to Harmony offline, you must do so before Sunday, April 27.

If you have applications on your offline machine, please upload them by Saturday, April 26, if possi-

ble. If you have applications taken before April 26, that need to be uploaded on or after Sunday, April 27,

you won’t be able to upload these applications until you’ve downloaded and installed Harmony 11.2. For more information about the newest features and how to get the latest version of Harmony offline,

please see What’s New in Har-

mony 11.2 on Propr, or con-

tact the Enrollment Solutions

Help Desk at (800) 43-VOICE,

option 2, then 5.

Scheduled maintenance

Harmony and Quick Quote will

be unavailable on Sunday,

April 27, for scheduled mainte-

nance because of the 11.2 re-

lease. If you have a scheduled

enrollment during this time,

you will need to download to

offline before April 27.

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https://my.coloniallife.com/producers/Sales%20and%20Service/Enrolling/Harmony/Harmony%20Basics/Download%20and%20Install%20Harmony.aspx�

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Sorrentino Team featured on national manager calls!

On last Friday's national DGA call, our very own George Sorrentino was featured as the honored DGA—additionally, he was recognized on the front page of the latest issue of the Manager’s Minute, the home off—issued national newsletter for managers. Not only that, but ADM Melissa Carrillo will be the featured ADM on the national ADM call in early May and has been selected to be a leader at the next National ADM school at home office in May! A standing ovation for George and for Melissa—recognized for their ongoing great work!

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Upcoming Product Spotlight Webinar:

Competitive Positioning—Aflac Upcoming Product Spotlight features competitive positioning strategies

Do you work with brokers or sales agents regularly? Do you fully understand how our products are positioned in the marketplace? Take advantage of this opportunity to learn more about how we stack up competitively against Aflac.

Webinar: Competitive Positioning - Aflac Wednesday, May 7, 2014, 10-11 a.m. Pacific Time

Everyone’s talking about them—the product spotlight webinars, that is. Here’s what past participants had to say:

“AWESOME JOB!! I am new to Colonial Life and WOW you hit a home run with me. One of the best webinars I have attended with any one of my carriers. Thanks.”

“Just the right amount of information given; not overwhelming. An overall great presentation! Thank you.”

“THANK YOU so much for these excellent webinars. They are so well done and very helpful. It saves us a two-hour drive to the territory office and then an additional two hour drive back home. These [webinars] are such a productive use of everyone's time. Good job!”

See what all the buzz is about for yourself. To access the webinar, go to https://egc.unum.com/product/ and call into the following con-ference line:

From a mobile phone, call 207-575-6703. From an external land line, call toll free 888-238-7803. Pass code is 6786697# No preregistration is required. Save the date for upcoming webinars, too.

Wednesday, June 4: Competitive Positioning – Allstate Wednesday, July 2: Health Protection Positioning (Cancer, Critical Illness, Accident and Medical Bridge) Wednesday, Aug. 6: Financial Protection Positioning (Life and Disability) Recorded versions of past webinars are available on Propr.

https://my.coloniallife.com/producers/Corporate%20Communications/News/Product%20Spotlight%20webinars%202013.aspx�

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Benefits Coun-

selor Training

and Meeting with the broker,

Monday, April 21,

2014 at the Mar-riott Riv-

erside Conven-

tion Center

in River-side,

Califor-nia

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2015 Leaders’ Conference Qualifications (revised 4/21)

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California Disability Changes

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California Disability Changes

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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 4/28/2014 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

Monday 07/07/2014 TBA TBA TBA

Monday 07/14/2014 TBA TBA TBA

Here’s the list of train-ing content added to Propr this week. Hi everyone,

Here’s the list of training content added to Propr this week.

Express Enroll Coordinator Guide and Enrollment QRG – Both guides are now avail-able. You’ll also notice there are Group Meeting Presenta-tions (CLA and NY) available for Express Enroll.

Sales Activity Best Practices Submission Form – The form to submit recommended Sales Training Activity best practices is now available on the Direct Sales Steps to Success page.

Direct Marketing Class – Sales reps can register for the Di-rect Marketing Class through Propr.

https://my.coloniallife.com/producers/Training/Training%20Curriculum/Enrollment/Enrollment/Express%20Enroll.aspx�




https://my.coloniallife.com/producers/Sales%20and%20Service/The%20Playbook%20System/Direct%20Sales%20Playbook.aspx�




https://my.coloniallife.com/producers/Training/Training%20Curriculum/Opening%20New%20Accounts/Prospecting/Direct%20Marketing%20Class.aspx�

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Calendars: Territory (top) & recurring weekly

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

27 Week 17 Quarter 2 President’s Club 2014

28 STEVE IN SD Leader’s Conference 2014 Ted Rapagnani, 200, 8:00 Mitch Smith, 60, 10:00

29 STEVE IN SD -Leader’s Conference 2014 - San Diego DDP Recruiting - Las Vegas Colonial Life College Presenting to the DM Class Matthew Casey, 160, 8:00 Russell Brown, 12, 8:30 Will Vourlas, 3, 9:00 KC Hunter, 3, 9:00 Joel Parks, 5, 9:30 Travis Bonham, 3, 9:30 Keith Ford, 3, 11:30 Nick Barber, 12, 12:00 Dorie Beaubien, 10, 1:00 Matthew Casey, 8, 2:00 Matthew Casey, 6, 2:00

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) KC Hunter, 10, 9:00 KC Hunter, 9, 9:00 Louis Petrancosta, 30, 10:00 Linda Free, 18, 10:00 Richard Faller, 11, 10:00 Bill Kairis, 9, 10:00 Whitney Criscola, 7, 2:00 Bill Kairis, 10, 12:30 Joel Johnston, 6, 2:30

MAY 1 STEVE IN SD Russell Brown, 8, 11:00 Nick Barber, 8, 12:30 Melissa Carrillo, 20, 3:00 Whitney Criscola, 7, 2:00

2 STEVE IN SD National DGA Call

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5 STEVE IN LV Elite Sales School @ home office

6 STEVE IN LV San Diego Career Fair Eliseo Artiaga, 9, 10:00 Joel Parks, 5, 11:00 Whitney Criscola, 12, 2:00 KC Hunter, 11, 2:00

7 STEVE IN LV Melissa Carrillo, 50, 10:00 Whitney Criscola, 10, 10:00 Joel Parks, 6, 11:00 Melissa Carrillo, 15, 12:30 Will Vourlas, 50, 2:30

8 STEVE IN LV National Sales Webinar Travis Bonham, 20, 8:30 Eliseo Artiaga, 46, 11:00 Joel Parks, 6, 11:00 Melissa Carrillo, 10, 12:00 Melissa Carrillo, 20, 2:00

9 STEVE IN LV National ADM Call Stephen Sims in Las Vegas Tammy Truman in San Diego Bill Kairis, 106, 4:00

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12 STEVE IN SD 13 STEVE IN SD

14 STEVE IN SD ADM School @ home office Chuck Stanley, 8, 10:30 Joel Parks, 6, 11:00 Whitney Criscola, 5, 11:00

15 STEVE IN PALM DESERT ADM School @ home office

16 STEVE IN PALM DESERT ADM School @ home office Lorin Westlund, 82, 1:00

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19 STEVE IN LV Stephen en route to Dallas

20 STEVE IN LV Stephen in Dallas

21 STEVE IN LV Stephen in Dallas

22 STEVE IN LV 23 STEVE IN LV 24

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26 MEMORIAL DAY HOLIDAY

27 STEVE IN SD

28 STEVE IN SD

29 STEVE IN SD 30 STEVE IN SD 31

Top Opener, Week 14 2014: Brian Craig Rood (Del Eugene Downey District)

Top Benefits Counselor, Week 14 2014: Andrea Mar-garita Alejandra Ramirez (Del Eugene Downey Dis-trict)

Top Coordinator, Week 14 2014: Andrea Marie Tierce (Del Eugene Downey District)

Most Sales Credits, Week 14 2014: Brian Craig Rood Tierce (Del Eugene Downey District)

Top Rookie, Week 14 2014: Matthew Alika Casabar (Rita S. Ornellas District)

Top Assistant Manager, Week 14 2014: Brian Craig Rood Tierce (Del Eugene Downey District)

Top Manager, Week 14 2014: Del Eugene Downey (Temecula, California)

Welcome New DGA: Tammy Thomas Welcome New Reps: Eliseo Artiaga, Lowell Bartelmey, and

Vivian Spearman

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These production stats are for Week 16 2014 (April 13, 2014, to April 19, 2014)

Territory YTD 2014 Statistics (through 4Territory YTD 2014 Statistics (through 4--1919--14)14) 2014 YTD New Account Premium $1,420,521.96

2014 YTD New Total Sales Premium $3,481,266.86

2014 YTD Net New Cases 88.50

2014 YTD New Broker Tiers 3

2014 YTD New Broker Contracts 13

2014 YTD New Rep Contracts 58

Known Pending Contracts 6

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Weekly Top 5 in Sales Credits

Rank Agent Name District Weekly Sales Credits

1 ROOD, BRIAN CRAIG DOWNEY 19,887.30

2 CASABAR, MATTHEW ALIKA ORNELLAS 16,362.22

3 TIERCE, ANDREA MARIE DOWNEY 14,727.80

4 RAMIREZ, MARGARITA ALEJANDRA DOWNEY 13,048.42

5 KENT, ELIZABETH RENTERIA 6,853.77

Weekly Top 5 in Net New Account Sales Premium

Rank Agent Name District Weekly Sales Premium

1 ROOD, BRIAN CRAIG DOWNEY $31,075.56

2 BEAUBIEN, DOROTHEA LYNN MINNEY $5,738.08

3 MERLINI, JAMES MICHAEL WESTLUND $5,109.83

4 JAFFE, SANDRA GAYLE MINNEY $3,746.16

5 BAKER, PATTI JO GESZ $3,032.34

Weekly Top 5 in New & Rookie Sales Credits



2 BEAUBIEN, DOROTHEA LYNN MINNEY 3,155.97

3 MERLINI, JAMES MICHAEL WESTLUND 2,810.43

4 JAFFE, SANDRA GAYLE MINNEY 2,060.39

5 GARCIA, HECTOR Z. MCFARLAND 404.25

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Weekly Top 5 Openers


1 ROOD, BRIAN CRAIG DOWNEY 19,887.30


3 KENT, ELIZABETH RENTERIA 6,853.77

4 DOBSON, WILLIAM ERNEST MINNEY 4,785.59

5 BUFFONE, MARY CATHERINE RENTERIA 4,160.30

Weekly Top 5 Benefit Counselors


1 RAMIREZ, MARGARITA ALEJANDRA DOWNEY 13,048.42

2 SHEPHERD, RODNEY BRYAN DOWNEY 5,790.03

3 RANCE, JOAN KOHORST 4,831.50

4 SANDLIN, JOSEPH GLENN WELTY 4,819.13

5 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 4,688.78

Weekly Top 5 Coordinators


1 TIERCE, ANDREA MARIE DOWNEY 14,268.14

2 TRUMAN, TAMMY M. TERRITORY COORDINATOR 4,421.07

3 ECKENROTH, CRYSTAL MARIE DOWNEY 3,615.78

4 PAYNE, MICHELLE RENE KOHORST 3,185.33

5 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 2,390.02

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

1 KENT, ELIZABETH RENTERIA 145,983.59 2 TIERCE, ANDREA MARIE DOWNEY 94,752.01 3 DUNHAM, KYM ELIZABETH RENTERIA 91,591.25 4 PAYNE, MICHELLE RENE KOHORST 79,955.03 5 TRUMAN, TAMMY M TERRITORY COORDINATOR 79,749.76 6 CROSBY, PETER MUZZY MINNEY 74,726.29 7 BUFFONE, MARY CATHERINE RENTERIA 72,476.50 8 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 56,256.41 9 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 55,508.23

10 RUBINO, JOSEPH THOMAS MINNEY 52,391.29

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

1 WELTY, BRETT JASON WELTY $50,968.74 2 RENTERIA, LISA BETH RENTERIA $36,662.88 3 ROOD, BRIAN CRAIG DOWNEY $24,190.44 4 BAKER, PATTI JO GESZ $23,913.38 5 CARRILLO, MELISSA DEE SORRENTINO $23,767.86 6 STACY, TONI ABARZUA $21,290.31 7 BUFFONE, MARY CATHERINE RENTERIA $19,696.44 8 CROSBY, PETER MUZZY MINNEY $16,868.52 9 O'ROURKE, JAMES EDWARD GESZ $15,894.72

10 HART, KEITH FRANCIS MCFARLAND $15,760.50

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

1 WELTY, BRETT JASON WELTY 5.00 2 STACY, TONI ABARZUA 4.00

3 (TIE) CARRILLO, MELISSA DEE SORRENTINO 3.00 3 (TIE) HART, KEITH FRANCIS MCFARLAND 3.00 3 (TIE) RENTERIA, LISA BETH RENTERIA 3.00 6 (TIE) BAKER, PATTI JO GESZ 2.00 6 (TIE) BEAUBIEN, DOROTHEA LYNN MINNEY 2.00 6 (TIE) BUFFONE, MARY CATHERINE RENTERIA 2.00 6 (TIE) CASABAR, MATTHEW ALIKA ORNELLAS 2.00 6 (TIE) COON, DARCY ELAINE GESZ 2.00 6 (TIE) HUNTER, KENNETH EARL MCFARLAND 2.00 6 (TIE) MAHER, GREGORY FRANCIS GESZ 2.00 6 (TIE) MCAREE, GREGORY KEVIN SMITH 2.00 6 (TIE) O'ROURKE, JAMES EDWARD GESZ 2.00 6 (TIE) ROOD, BRIAN CRAIG DOWNEY 2.00

16 (TIE) 25 WITH 1 1.00

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

1 DOWNEY, DEL EUGENE TEMECULA, CA $31,075.56

2 KOHORST, JACQUELINE HENDERSON, NV $21,855.48

3 WESTLUND, LORIN KULM ESCONDIDO, CA $17,753.57

4 SORRENTINO, GEORGE MICHAEL POINT LOMA, CA $10,341.55

5 MINNEY, MICHAEL JAY SAN DIEGO, CA $10,086.24

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

1 KOHORST, JACQUELINE $711,077.52

2 SORRENTINO, GEORGE MICHAEL $146,996.05

3 GESZ, ANDRAS $117,075.24

4 WELTY, JEFFREY MICHAEL $59,178.37

5 RENTERIA, JUNIOR, JESSE JOHN $55,975.97

6 ABARZUA, JULIE $52,657.87

7 MCFARLAND, COURTNEY JEANNE $43,533.48

8 DOWNEY, DEL EUGENE $41,384.28

9 WESTLUND, LORIN KULM $41,161.07

10 ORNELLAS, RITA S. $35,280.24

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

1 GESZ, ANDRAS 10

2 (TIE) ABARZUA, JULIE 9

2 (TIE) SORRENTINO, GEORGE MICHAEL 9

4 (TIE) ORNELLAS, RITA S. 7

4 (TIE) SMITH, TIMOTHY MITCHELL 7

6 (TIE) MCFARLAND, COURTNEY JEANNE 6

6 (TIE) MINNEY, MICHAEL JAY 6

6 (TIE) RENTERIA, JUNIOR, JESSE JOHN 6

6 (TIE) ROTH, CHRISTOPHER ALLAN 6

10 DOWNEY, DEL EUGENE 5

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This week’s motivational tips from “The Energy Bus”

Corporate presence across social media:

CONTACT US

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Jackie Jackie Jackie!

Colonial Life Las Vegas NOW AT Tivoli Village at Queensridge 400 South Rampart Boulevard, 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]

1st DGA in US to crush her 2014 annual plan!

Las Vegas / San Diego / Hawai'i Territory Newsletter 04252014

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