S E P T E M B E R 2 5 , 2 0 1 3 V O L U M E 6 , I S S U E 3 7

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

It’s hard to believe that not only is the 3rd Quarter coming to a close, but, Summer is now be-hind us and we are closing in on another year.

There are a lot of you sill work-ing hard to achieve your last minute goals and I want you to know that I do appreciate it very much. Each dollar counts. Every app counts. We need to end the quarter strong. The Territory is up against a big week 39 from 2012 of $116,683. Let’s make every effort to not only top that, but to achieve our sales plan. Please be aware of the quarter end processing deadlines that can be found inside this edition of the news-letter.

Did you know it’s your responsibility to be aware of state requirements and be properly licensed and appointed before writing business? Be sure you are following insurance laws before selling our products. To find out more about the laws, visit the home page on Propr.

Fall is in the air. The temperatures are falling fast, however that does-

n’t mean that prospecting should “fall” behind. We all know with the

change of seasons, the weather can be a little tricky, but remember

you can always prospect from the warm comfort of the Territory office.

Bring your team in on one of those spooky Fall like days and make an

afternoon of prospecting out of it. It’s a good way to encourage cama-

raderie. And it’s always more fun and a bit competitive when you are

cold calling/prospecting with your peers.

Guys, and gals, let’s close this quarter with a

Randy

We used to have

that quaky insur-

ance, now we

have Colonial!

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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 —317-456-0504

Open—Territory Recruiter—765-437-2451

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#

Agent Name ADM DGA

GRAVENSTRETER, JEFFREY NO UNIT MANAGER PEACHEE

KIMBLE, SEAN OGLE, RYAN S BRINDLE

JERRELL, ALISON WILSON, BRIAN BRINDLE

MASK, REGINA NO UNIT MANAGER BRINDLE

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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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October 2013 Sun Mon Tue Wed Thu Fri Sat

1 2 3 4 All Mgrs 4th Qtr. Meeting

5

6 7 8 9 10 11 12

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 30 31

Hair Raising October Events:

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

Every Friday—ADM Conference Call—Noon—888-238-7803/612656#

October 11—All Managers 4th Quarter Meeting—Territory Office.

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Territory Overview W E E K 3 8 T O P A C H I E V E R S

Territory Week 38:

0 New Case

4 New Contract

Production: $33,071

Territory Quarter to Date:

15 New Cases

21 New Contracts

Production: $467,199

Territory YTD:

44 New Cases

88 New Contracts

Production: $1,473,399

Parrish Peachee

DGA

$13,568

Ky Yarling

ADM Plant District

$6,689

Debbie Phelps

ASR Brindle District

$3,637

Ruth Plant

DGA

$2,216

Paul Bechtold

ASR Brindle District

$1,849

Katie Hansill

ASR Brindle District

$965

The Peachee District relishes in having the most premium in week 38. A

sound $14,984 of production hit the books. Not far behind was the Plant Dis-

trict with $10,045 and the Brindle District had production of $6,774.

On the ADM front, Ky Yarling (Plant District) brought $6,689 to the Indiana

Territory in week 38.

I’ve learned that people will forget what you

said, people will forget what you did, but

people will never forget how you made them

feel. –Maya Angelou

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Third quarter processing deadlines

Make sure your business is submitted on time

Updated: 09/06/2013

Third quarter processing deadlines

New contract submission -- received by Friday, Sept. 20

The last day to submit completed new producer and new manager con-

tracts to count toward third quarter recruiting goals is Friday, Sept. 20.

For the contract to be considered complete, the new producer or man-

ager must have passed the market conduct test, have a license and

background issues need to be explained, if applicable. We'll process con-

tracts received after Friday, Sept. 20, in the order received, but this

doesn't guarantee processing for third quarter.

Be aware that different jurisdictions have various turnaround times for background checks. For an easier, faster and paperless contracting sys-tem, visit the Online Contracting page on Propr. Review contracts sub-mitted online 24/7 on your online dashboard. Questions? Email Con-tracts@ColonialLife.com.

Manual business -- received by Tuesday, Sept. 24.

Clean census enrollment files -- received by 6 p.m. Wednesday,

Sept. 25.

Clean electronic business -- received by 6 p.m. ET Friday, Sept. 27.

New business -- will continue to be processed until 7 p.m. Friday,

Sept. 27.

No compensation payment impacts

Make sure you follow insurance laws

You can't sell, solicit or negotiate insurance on behalf of Colonial Life/

Paul Revere (and can't be paid commissions) unless you're properly li-

censed and appointed, where applicable, in the resident or non-resident

state. Learn more about licensing requirements on Propr.

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For the third piece of our Life Insurance Awareness Month promotion, I’d like to point to a couple more marketing materials that I think will be helpful. The first is our “Fine Points of Life Insurance” piece that’s available for our sales force to quickly reference the differences between our four life products. The second piece is our new Whole Life 1000 brochure that has a new look and feel and is updated with our revised Whole Life 1000 product information. Also, check out this neat article called 14 Reasons Why Life Insurance is the Best.

Facts of Life Brochure-101385 Life Product Spotlight Fine Points of Life Insurance-69670 Whole Life 1000 Brochure-69596

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1st Quarter Winners:

Jeff Brindle—Gold

Ryan Ogle—Silver

2nd Quarter Winners:

Mark Lubbs—Silver

David Brill—Silver

Teresa Christman—Silver

Ryan Ogle—Silver

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Art may be in the eye of the beholder But Italian art is magnifico The art in Italy, Monaco and Nice will dazzle your eyes. From the Renais-sance masters to Impressionism and modern artists, your senses will over-flow with the beauty and light that you have to see to believe. Make sure you qualify for the 2014 President's Club and Leaders Conference so you can see the world's best artwork. Check out your standings.

Important notes

Passports and pregnancy Make sure your passport won't expire between now and the 2014 Presi-dent's Club and Leaders Conference trips. Passports are good for 10 years. Currently, you can expect four to six weeks to get one processed af-ter you submit the application. Get more information .

If you're pregnant, Regent Seven Seas Cruises can't accept guests who

will have entered their 24th week of pregnancy by the beginning of

the cruise or at any time during the cruise.