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L O O K W H A T ’ S I N S I D E :

Randy’s Roundup...

Welcome New Agents

Calendar

Information

President’s/Leaders Conference

I hope everyone enjoyed our outing last Friday. If you missed it, we

wrapped up the “Knockin ‘em down...and lettin ‘em roll” activity

contest with a bowling and pizza party. We had a great turn out, had

a lot of fun and did some team building. Inside this edition you will

find the winners of the contest along with some photos from the

outing.

It is with pleasure that I announce the addition of our new recruiter,

Katie Hansill. Katie has been a part of the Colonial Life family for a

little over a year now in the role of an ASR. Katie has a strong

employee benefits and recruiting background and we are looking

forward to her joining the Core Team in the Indiana Territory. Give her

a few days to get her “feet wet” and then feel free to contact Katie

(317-456-0504/khansill@coloniallife.com) for all of your recruiting

needs. Welcome to the team Katie.

If you are not already doing so, join your teammates at the Territory

Office on Monday’s and Friday’s as we have resumed our weekly call

clinics. In addition to the call clinics, we have several Colonial College

classes scheduled for the next few weeks. If you haven’t already

registered or need more information on this training, please reach out

to Jeff Luxenberg at 317-456-0503.

Folks, the holidays are just around the corner, which means shorter

work weeks in some instances. Make sure you’re either out

prospecting or seeing every eligible employee in your existing

accounts. Let’s end this year strong!

Have a “defrightful” week!

Randy

Daylight Savings Time Ends on

Sunday, November 3, set your

clocks back one (1) hour.

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Welcome to Colonial Life! We are glad you have chosen a career path that will prove to be successful!

All of us at the Territory Office are here to help you in any way we can to get you started on the right

foot! Our main phone number is 317-456-0501. The following employees are based out of the Territory

Office:

Randy Yurczyk—Territory Sales Manager—317-456-0502

Julie Pruitt—Territory Exec. Asst.—317-456-0501

Jeff Luxenberg– Regional Instructor —317-456-0503

Katie Hansill—Territory Recruiter—317-456-0504

Fax— 317-575-9177

Please don’t hesitate to contact any of us!

Propr Webinar for New Salespeople

Get the hang of our website

Every Monday and Thursday at 2 p.m. ET, the Onboarding Services Team conducts a webinar to help our new salespeople get

familiar with the My Colonial Life Propr website.

If you would like to join:

Call: 888.238.7803 / Access Code: 2136933#

Katie Hansill, Territory Recruiter

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Please use the number and link below for the webinars:

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

Conference Number: 1-888-238-7803 Participant Code: 654321

Get the training you need for your Monday morning team meeting!

There are so many reasons

to join a Monday webinar…

Educate your team!

A great way to set up the week’s expectations: cover new and

important topics!

Help you engage your team on a regular basis!

Venue for interaction!

Cover important topics!

Maximize each sales meeting!

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 educational webinars.

Webinars will be held every Monday

9:00am – 10:00am – 12:00pm EST

Educational Webinars conducted by Onboarding and Development Services

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*NOTE: This is a “Success Calendar” to help kick-start your career and to keep you on track. These activities should be

done every day, every week, every month. Our Territory EVENTS/TRAINING calendar is on the next page.

Call Clinics are Monday’s from 1:00—4:00

and Friday’s from 9:30—11:30. We will

begin with a brief conference call and

wrap up with a brief conference call. The

dial in and access are as follows:

Dial In: 888-238-7803

Access Code: 8275130#

If you’re not out knocking on doors or

making calls, you’re not making any

money!

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SUN MON TUE WED THU FRI SAT

1 DGA Call/ADM

Call/Call Clinic

2

3 Daylight Savings

Time Ends. Set

clocks back 1 hour

4 Call Clinic 5 6 7 8 DGA Call/ADM

Call/Call Clinic

9

10 11 Call Clinic 12 13 14 15 DGA Call/

ADM Call/Call

Clinic

16

17 18 Call Clinic 19 20 21 22 DGA Call/

ADM Call/Call

Clinic

23

24 25 Call Clinic 26 27 28 Give Thanks 29 Office Closed 30

November 2013

November Territory Event Calendar:

Every Monday and Friday—Call Clinic—times and dial in number on previous page

Every Friday—DGA Conference Call—9:00 a.m. 888-238-7803/612656#

Every Friday—ADM Conference Call—Noon 888-238-7803/8275130#

Wednesday November 6 and Thursday November 7—Colonial College—170 Prospect-

ing Class

Wednesday November 13 and Thursday November 14—Colonial College—161 Selling

to the Employer

Thursday, November 28 and Friday, November 29—Office and Home Office closed in

observance of the Thanksgiving Holiday. Enjoy

Colonial College

Colonial College

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Territory Overview W E E K 4 3 T O P A C H I E V E R S

Territory Week 43:

2 New Case

0 New Contract

Production: $43,420

Territory Quarter to Date:

8 New Cases

2 New Contracts

Production: $222,196

Territory YTD:

58 New Cases

91 New Contracts

Production: $1,841,038

Paul Bechtold

ASR Brindle District

$16,608

Dan Ealy

DGA

$5,326

Parrish Peachee

DGA

$4,557

Ky Yarling

ADM Plant District

$3,318

Ruth Plant

DGA

$3,091

Rob Peters

ASR Wood District

$2,151

Although not our top producing district for week 43, it’s certainly great to see

Team Ealy with some nice production of $5,326. Keep it coming guys. Our

top producing district was Team Brindle with $19,546. Let’s keep this focus

going.

The top ADM team by far was Ryan Ogle’s team producing a solid $16,608.

Great week team!

“Teamwork is so important that it is virtually impossible for you to

reach the heights of your capabilities or make the money that you

want without becoming very good at it.” Brian Tracy

Nice to see you reengaging Paul!

Looking forward to more weeks like this

Keep up the good work Parrish!

Keep ‘em coming Ky!

Good job Ruth!

I like what I’m seeing Rob!

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Who has hit

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Get your 1099 on time

Check your address to avoid delays

Updated: 10/10/2013

We file 1099 information with the Internal Revenue Service, and each year we send your year-end 1099 tax forms to

the address we have in our computer system. If your information isn't correct in our system, you won't get your im-

portant tax documents and other mail. And without a 1099, you can't file a correct tax return for your Colonial Life

income.

Verify your mailing address on your online compensation statement on My Colonial Life Propr:

Click on Comp & Incentives > My Comp.

Click on a compensation statement.

Scroll down the page and click on View All Reports. This opens a printer-friendly version of your statement where

you can view a cover page and see the address we have on file for you.

Options to update your address:

Online: Complete and submit the online form.

Email: Send your correct address to salescompensation@coloniallife.com.

Phone: Call the Compensation Support Team at 800.438.6423, (Option 2, 3).

If you have questions about this initiative, please call 800.438.6423 (Option 2, 3) to speak to a member of the Pro-

ducer Compensation Support Team.

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Territory Kick-off Meeting

Are you ready to “launch” your career to new heights?

If you answered yes to the above question, then make sure you save the date of Friday, January 17, 2014 and reserve your spot for this years Territory Kick Off Meeting.

Please send your intentions to Julie Pruitt at jpruitt@coloniallife.com no later than December 23 to guar-antee you have a seat.

Our TKO will be held at the prestigious Ritz Charles; 12156 N. Meridian Street; Carmel, IN 46032.

We are going back to the

future to build on the past and

lead into the future!

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Our “Knockin ‘em down…and lettin ‘em roll” contest winners from left to right: Paul Benjamin (Wood District), Stephen Squibb (Deckard

District), the Godfather himself, Randy Yurczyk, Don Howell (Brindle District), Aaron VanPelt (DGA), Russ Myers (Wood District), Sean

Kimble (Brindle District) and Ryan Ogle (Brindle District). Congratulations to everyone that participated, you may not have won a prize,

but you increased your activity and it will certainly pay off!

Prizes included:

BluRay Disc Player;

Bluetooth speakers;

Samsung Galaxy

Tablet; Samsung

Chromebook; $50

Best Buy Gift Card

and $25 Darden

Restaurants Gift

Card. Congratula-

tions to all.

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My Account Administration

Our Valuable Online Resource for Plan Administrators

Updated: 10/13/2013

Through the Plan Administrator portal of coloniallife.com, plan administrators

have access to tools that help manage account details. Making it a quick and

easy process. For instance, the home page dashboard prominently displays the most frequently used functions such

as the plan administrator’s current/open invoices. Visit the Online Services for the Plan Administrator page for a list

of services.

Setting up access for a plan administrator

Plan administrators can request access by following these steps:

Go to coloniallife.com.

Click “Sign Up” in the upper right-hand corner.

Select “Request access to the plan administrator website.”

Complete the request form and hit "Send."

The person requesting the access should be the plan administrator or play a primary role in the account’s benefits

administration.

Demo site for producers

You can experience the Plan Administrator portal of coloniallife.com just like our plan administrators. This demo is to

help you become more comfortable promoting our valuable online administrative services. Just follow these steps to

get started:

Go to coloniallife.com.

Click “Login.”

Enter the login ID: agentdemo

Enter the Password: colonial

When viewing the demo site, please remember:

The login ID and password provided is shared by all users.

Login carefully and make sure the information is entered correctly. If you’re unsuccessful logging in multiple times,

the profile will be locked.

Do not share the login ID and password with potential or existing customers -- It’s only for contracted CLA agents.

All billing and employee information on the demo site is test data.

Don’t submit any emails or transactions through the site. They will be deleted and could impact our customer ser-

vice.

For assistance logging in, contact the My Account Administration team at MyAccountAdministration@Coloniallife.com

or call 800.438.6423 (Option 2). Do you have questions about the demo site or want to schedule a training webinar? Contact Onboarding Services at OnboardingServices@coloniallife.com for help.

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1st Quarter Winners:

Jeff Brindle—Gold

Ryan Ogle—Silver

2nd Quarter Winners:

Mark Lubs—Silver

David Brill—Silver

Teresa Christman—Silver

Ryan Ogle—Silver

3rd Quarter Winners:

Jeff Brindle—Gold

Don Howell—Silver

Joey Scheidler— Platinum

and Gold

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Prize points and Leaders Conference spots up for grabs in fourth quarter sales contest Just like Charlie Bucket found the golden ticket to enter Willy Wonka's Chocolate Factory, you could draw a golden ticket to Leaders Conference in Italy. All you have to do is come out on top during our Golden Ticket fourth quarter sales con-test.

The contest is for territory managers, district managers and unit managers. This promotion is based on A-rep new ac-count sales in fourth quarter. The drawing will take place in early January at the Leadership Development Conference in Orlando, Fla.

We'll draw Golden Tickets to the 2014 Leaders Conference:

One Golden Ticket from the pool of qualifying territory managers

Two Golden Tickets from the pool of qualifying district managers (DGAs/PSMs)

Two Golden Tickets from the pool of qualifying unit managers (ADMs/PSAMs)

We'll also have a second drawing and award 300,000 prize points to:

Two territory managers

Four district managers (DGAs/PSMs)

Four unit managers (ADMs/PSAMs)

Everyone who achieves the set goals will receive 50,000 prize points.

How it works:

1. An A-rep is defined as someone contracted in 2013.

2. One ticket will be placed in the drawing for A-reps contracted in first, second or third quarter 2013 who have $10,000

in new account sales during fourth quarter 2013. The unit, district and territory manager each receive one ticket.

3. Two tickets will be placed in the drawing for A-reps contracted in fourth quarter 2013 who have $5,000 in new ac-

count sales during fourth quarter 2013. The unit, district and territory manager each receive two tickets.

Prerequisites:

District managers and unit managers much achieve at least 75 percent of their annual sales plan to qualify.

District managers must have at least five tickets and $150,000 in district sales during the 2013 calendar year to qual-

ify.

Unit managers must have at least five tickets and $75,000 in unit sales during the 2013 calendar year to qualify.

Territory managers must have at least 35 tickets to qualify.

All levels must have at least 75 percent BQI to be entered into the drawing.

For reps who have dual code numbers, tickets will be awarded to the manager who the rep's PCN points to.

Finish the fourth quarter strong, and a lucky golden ticket might be yours. Look out, Italy!

Will you win a golden ticket to Italy?