COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY VOLUME 7, ISSUE 49 Friday, December 6, 2013 Important: Fourth Quarter 2013 Business Deadlines (& December Holiday Schedule) Make sure your business is processed on time Fourth Quarter Processing Deadlines Manual business -- received by Monday, Dec. 23. Clean electronic business -- received by 6 p.m. Tuesday, Dec. 31. Clean census enrollment files -- received by 6 p.m. Friday, Dec. 27. New business -- will continue to be processed until 7 p.m. on Tuesday, Dec. 31. No compensation payment impacts. 4th quarter new contract submission--Deadline is Friday Dec. 20 The last day to submit completed new producer and new manager con- tracts to count toward fourth quarter recruiting goals is Friday, Dec. 20. For the contract to be considered complete, the new producer or manager must have passed the market conduct test, have a license and background issues need to be explained, if applicable. We'll process contracts received after Friday, Dec. 20, in the order received, but this doesn't guarantee proc- essing for fourth quarter. Please be aware that different jurisdictions have various turnaround times for background checks. For an easier, faster and paperless contracting system, visit the Online Contracting page. Review contracts submitted online 24/7 on your online dashboard. Christmas -- Wednesday, Dec. 25 Sales reporting and Producer Scorecards for week-ending Saturday, Dec. 28, will be delivered Thursday, Jan. 2, 2014, and will reflect a five-day processing week. Please be aware that delays in year-end processing could affect this de- livery date. Direct deposits will be Friday, Dec. 27. Checks will be mailed Monday, Dec. 30. New Year’s Day -- Wednesday, Jan. 1, 2014 Sales reporting and Producer Scorecards for week-ending Saturday, Jan. 4, 2014, will be de- livered Thursday, Jan. 9, 2014, and will reflect a five-day processing week. Please be aware that delays in year-end proc- essing could affect this delivery date. Direct deposits will be Thursday, Jan. 2, 2014. Checks will be mailed Friday, Jan. 3, 2014.
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Mar 24, 2016
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VOLUME 7, ISSUE 49
Friday, December 6, 2013
Important: Fourth Quarter 2013 Business Deadlines (& December Holiday Schedule)
Make sure your business is processed on time Fourth Quarter Processing Deadlines
Manual business -- received by Monday, Dec. 23.
Clean electronic business -- received by 6 p.m. Tuesday, Dec. 31.
Clean census enrollment files -- received by 6 p.m. Friday, Dec. 27.
New business -- will continue to be processed until 7 p.m. on Tuesday, Dec. 31.
No compensation payment impacts. 4th quarter new contract submission--Deadline is Friday Dec. 20 The last day to submit completed new producer and new manager con-tracts to count toward fourth quarter recruiting goals is Friday, Dec. 20. For the contract to be considered complete, the new producer or manager must have passed the market conduct test, have a license and background issues need to be explained, if applicable. We'll process contracts received after Friday, Dec. 20, in the order received, but this doesn't guarantee proc-essing for fourth quarter. Please be aware that different jurisdictions have various turnaround times for background checks. For an easier, faster and paperless contracting system, visit the Online Contracting page. Review contracts submitted online 24/7 on your online dashboard. Christmas -- Wednesday, Dec. 25
Sales reporting and Producer Scorecards for week-ending Saturday, Dec. 28, will be delivered Thursday, Jan. 2, 2014, and will reflect a five-day processing week.
Please be aware that delays in year-end processing could affect this de-livery date.
Direct deposits will be Friday, Dec. 27.
Checks will be mailed Monday, Dec. 30. New Year’s Day -- Wednesday, Jan. 1, 2014
Sales reporting and Producer Scorecards for week-ending Saturday, Jan. 4, 2014, will be de-livered Thursday, Jan. 9, 2014, and will reflect a five-day processing week.
Please be aware that delays in year-end proc-essing could affect this delivery date.
Direct deposits will be Thursday, Jan. 2, 2014.
Checks will be mailed Friday, Jan. 3, 2014.
Page 2
Leaders’ Conference Standings (p. 1 of 3)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Twelve (12) LEADERS’ CONFERENCE QUALIFIERS (so far)!*
Cathy Buffone—in the category of Sales Representatives
Kym Dunham—in the category of Benefits Counselors
Ray Gong—in the category of Benefits Counselors
Jackie Kohorst—in the category of District General Agents and Public Sector Managers
Mike McCarey—in the categories of Sales Representatives and Sales Representatives (Number of New Accounts)
Margo Ramirez—in the category of Benefits Counselors
Brian Rood—in the category of Assistant Managers
Jesse Renteria—in the category of District General Agents and Public Sector Managers
Rodney Shepherd—in the category of Benefits Counselors
George Sorrentino—in the category of District General Agents and Public Sector Managers
Andrea Tierce—in the categories of Sales Representatives and Coordinators
Tammy Truman—in the category of Coordinators
At least 4 others are very close! * assumes personal and manager BQI ends 2014 at or above 75%
Page 3
Leaders’ Conference Standings (p. 2 of 3)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Agency and Public Sector Channel Leaders’ Conference Standings as of 5 am PDT 12/02/2013 New and Rookie Sales Representatives -- Net Sales Credits 10: Ray Gong 30: Maria Gonzalez New and Rookie Public Sector Sales Reps - Net Enroller Sales Premium New and Rookie Sales Representatives -- Number of New Accounts 39: Amber Dimmick 48: Gayle Marsh New and Rookie Public Sector Sales Representatives -- New Account Net Sales Premium 39: Lori Wilkinson Sales Representatives 7: Mike McCarey (already qualified) 114: Maria McGlothen 22: Cathy Buffone (already qualified) 130: Peter Crosby 38: Andrea Tierce (already qualified) 131: Margo Ramirez 78: Kym Dunham 143: Nancy Northrop 100: Tammy Truman 178: Lisa Renteria 106: Rodney Shepherd Sales Representatives -- Number of New Accounts 4: Mike McCarey (already qualified) 42: Cathy Buffone 26: Maria McGlothen 49: Christina Polk 29: Brett Welty Sales Representatives -- Benefits Counselors (Enrollers) 6: Rodney Shepherd (already qualified) 62: Crystal Eckenroth 10: Margo Ramirez (already qualified) 63: Edwin Velasquez 13: Kym Dunham (already qualified) 67: Joe Rubino 16: Ray Gong (already qualified) 76: Jennifer Weller 41: Roger Kenchel Sales Representatives -- Coordinators 2: Andrea Tierce (already qualified) 12: Tammy Truman (already qualified)
Manager Leaders’ Conference Standings Agency Development Managers 33: Brian Rood (already qualified) 73: Ernie Dobson 34: Melissa Carrillo Public Sector Assistant Managers 47: Tony Thielges District General Agents and Public Sector Managers 15: Jackie Kohorst (already qualified) 135: Jesse Renteria (already qualified) 33: George Sorrentino (already qualified) 171: Andras Gesz 81: Del Downey 174: Chris Riffel 97: Mike Minney 178: Courtney McFarland Territory Managers 22: Steve Polk
Page 4
Leaders’ Conference Standings (p. 3 of 3)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Manager President's Club Standings Agency Development Managers 25: Melissa Carrillo 38: Brian Rood Public Sector Assistant Managers 37: Tony Thielges District General Agents -- Small Office 18: Jackie Kohorst District General Agents -- Medium Office 4: George Sorrentino 34: Mike Minney District General Agents -- Large Office 25: Jeff Welty District General Agents -- Premier Office 16: Del Downey Public Sector Managers 9: Jesse Renteria Territory Managers 21: Steve Polk
2013 Sales Representative Awards Hall of Fame 7: Mike McCarey Sales Representative of the Year—Agency Channel 4: Mike McCarey 9: Cathy Buffone Rookie Sales Representative of the Year—Agency Channel 7: Ray Gong 16: Maria Gonzalez Founder’s Award: New Accounts—Agency Channel 4: Mike McCarey Founder’s Award: New Account Sales Premium—Agency Channel 4: Mike McCarey Benefits Counselor of the Year—Agency Channel 6: Rodney Shepherd 13: Kym Dunham 10: Margo Ramirez 16: Ray Gong Coordinator of the Year—Agency Channel 2: Andrea Tierce 10: Tammy Truman
2013 Sales Manager Awards DGA Premier Office of the Year 16: Del Downey DGA Medium Office of the Year 4: George Sorrentino PSM People Development 5: Jesse Renteria PSM Office of the Year 6: Jesse Renteria TM Office of the Year 16: Steve Polk
Page 5
DECEMBER Anniversaries!
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Who Month Day Year GRAJEDA, MARY CALDERON 12 8 1975
WHITNEY, ROBERT ELI 12 14 1991
PALLAN, ANNA I 12 24 1994
RENTERIA JR, JESSE 12 1 1998
CROPPER, SHONA L 12 7 2005
DOBSON, WILLIAM ERNEST 12 15 2008
BRADLEY, DANIEL M 12 15 2009
TRUMAN, TAMMY M 12 16 2009
NATIVIDAD, VENTURA 12 2 2011
FLICKINGER, JUNE MARIE 12 16 2011
ROMO JR, ERNEST ARTHUR 12 29 2011
WEAVER, JON TRAVIS 12 29 2011
SHACKELFORD, ROBERT 12 6 2012
BRADER, KENNETH 12 10 2012
VALLE, LUIS RAFAEL 12 11 2012
BUONOMO, THOMAS ANTHONY 12 14 2012
KEITH, LORI EDWINA 12 14 2012
PEAY, MELVIN GAMERAL 12 14 2012
ORANTES, ALEJANDRO 12 17 2012
LOPEZ, RUMY 12 18 2012
THOMAS, KIRBY LAMAR 12 20 2012
GONZALES, JUAN RAMON 12 22 2012
DALTON, DAVID LEON 12 24 2012
GO, CHRISTINE L 12 26 2012
CONLEY, KEVIN FRANCIS 12 26 2012
RATZSCH, JOSEF WEBB 12 26 2012
URAO, SHEENA 12 26 2012
CADY, LISA 12 27 2012
CADY, TODD 12 27 2012
JUEN, KENNETH FREDERICK 12 27 2012
ROOT, DENNIS ALAN 12 27 2012
DIMMICK, AMBER MARIE 12 28 2012
Page 6
DECEMBER Birthdays!
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Celebrant Month Day
BERNAL, NOELLE CHARTIER 12 1
CRUSE III, CLARENCE MARTIN 12 2
LEDFORD, BRADY 12 2
MOORE, LAURIE LYNN 12 2
BRIGGS, CHARLES 12 3
FREDERICO, JASON A 12 3
GARMAN, JULIE 12 3
FUSCO, MICAHEL P 12 4
LOCY, EILEEN 12 5
ROCHA, FRANKIE JOSEPH 12 5
GUZMAN, HUGO ANTONIO 12 7
PACK, WENDY DAWN 12 7
ROSS, STEVEN TODD 12 7
BAIR, MARCI 12 8
UDY, NATHAN 12 8
WILLIAMS, DIANE 12 8
BUTARE, DANIE 12 9
CONLEY, KEVIN FRANCIS 12 9
LEONG, LINDA CHIH LING 12 9
LETANG, HENRY 12 9
WEBSTER, LAUREN JANE 12 11
VITRANO, JOHN CHRISTOPHER 12 13
RAASVELD, ROBERTA MARIE 12 14
HEGE, MORGAN ELDER 12 16
Celebrant Month Day
KIM-ALCAIN, JENNIE 12 16
SMITH, DONALD WILLIAM 12 16
CLARK-KOUTSOUMBAS, LAUREN MARI 12 17
DURAN, PHILIP 12 19
QUANEY JR, LARRY P. 12 19
VERNON, CARRIE LYN 12 19
RIFFEL, CHRISTOPHER TAVIS 12 20
WARE, KELLY J 12 20
COON, KELLY BRONNENBERG 12 21
MATTHEWS, RICHARD ALFONSO 12 21
GESZ, ANDRAS 12 22
GREENWOOD, WINFIELD 12 22
NGUYEN, THU THI 12 23
WILLS, JOSHUA EVERETT 12 23
THOMAS GANTHER, BECKY 12 25
PONDROM, MICHAEL EDWARD 12 26
KAGANOVSKY-GREEN, IRINA 12 27
ROMO, SUSANNE 12 28
AFONG, CLAREN 12 29
DOHERTY, GEORGE THOMAS 12 29
TIGER, LOIS A 12 29
BROWN, PAUL RUFFIN 12 30
EGERMAYER, JOHN R 12 30
LOCY, GREGORY EUGENE 12 30
Page 7
Colonial Life College Calendar for the next 5 weeks
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
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Calendar: DECEMBER 2013 to JANUARY 10 2013
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
1
2
3
4
5
6 Joel Parks, 8, 10::00
7
8 9 Terie Bradford in Hawaii Benefits Counselor Class Gayle Marsh, 8, 10:00 Jennifer Moya, 6, 11:30
10 Terie Bradford in Hawaii Benefits Counselor Class LV CLC: Prospecting(170) Shruti Sinha, 800, 10:00 Patti Baker, 200, 10;00 Shruti Sinha, 75, 10:00 Keith Ford, 20, 10:00 Keith Hart, 13, 10:00 Derek Tenbrook, 40, 10:30 Keith Hart, 4, 12:00 Shruti Sinha, 100, 2:00 Patti baker, 97, 2:00 Benson Lim, 9, 3:00
11 Terie Bradford in Hawaii Benefits Counselor Class LV CLC: Prospecting(170) Shruti Sinha, 1700, 9:00 Keith Hart, 40, 10:00 Melissa Carrillo, 16, 11:00 Shruti Sinha, 800, 11:30
12 Terie Bradford Out/travel Karla Modersitzki, 7,10:00 Keith Ford, 3, 10:00 Lorin Westlund, 10, 11:00 Elizabeth Martin, 75, 1:30
13 Melissa Carrillo, 100, 10:00 Shruti Sinha, 200, 10:30
14
15
16 Melissa Carrillo, 14, 9:30
17 Shruti Sinha, 80, 10:00 Lee Trudeau, 15, 10:00 Patti Baker, 60, 2:00
18 SD CLC: Prospecting (171) LV CLC: Presenting to the Decision-Maker (161) Shruti Sinha, 40, 8:30 Benson Lim, 75, 2:00 Shruti Sinha, 30, 2:30
19 SD CLC: Prospecting (171) LV CLC: Presenting to the Decision-Maker (161) Shruti Sinha, 30, 8:00 Jennifer Moya, 20, 10:00 Benson Lim, 70, 2:00
20 Stephen PTO Las Vegas Christmas Party
21
22 23 Stephen PTO
24 Christmas Eve Office CLOSED
25 Christmas Holiday Office CLOSED
26 Office OPEN Marti PTO Terie PTO Trent PTO
27 Marti PTO Trent PTO
28
29 30 Terie PTO Trent PTO Jennifer PTO
31 New Year’s Eve Office OPEN 4Q and 3012 end at 4 pm Terie PTO Trent PTO Jennifer PTO
January 1 New Year’s Holiday Office CLOSED
January 2 First Business Day of 2014 Office OPEN Terie PTO
January 3 Terie PTO Gary Forbes 7, 2:00
January 4
January 5 January 6 Steve LDC Terie LDC Trent LDC
January 7 Steve LDC Terie LDC Trent LDC Shruti Sinha, 10, 9:00 Lorin Westlund, 5, 3:00
January 8 Steve LDC Terie LDC Trent LDC Shruti Sinha, 80, 11:30 Shruti Sinha, 129, 2:00 Shruti Sinha, 20, 2:00
January 9 Steve LDC Terie LDC Trent LDC Shruti Sinha, 60, 9:30 Shruti Sinha, 15, 10:00 Shruti Sinha, 50, 2:00 Shruti Sinha, 50, 2:00
January 10
Page 8
Top Producers, Week 47 2013 (p. 1 of 5)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Opener of the Week, week 47: Cathy Buf-fone (Jesse Renteria District)
Benefits Counselor of the Week, week 47: Cheryl Petereit (Jesse Renteria District)
Highest Number of Total Net Sales Cred-its for the Week, week 47: Cathy Buffone (Jesse Renteria District)
New / Rookie Sales Representative of the Week, week 47: Xavier Serrano (Trisha Zulic District)
Coordinator of the Week, week 47: Andrea Tierce (Del Downey District)
Assistant Manager of the Week, week 47: Cathy Buffone (Jesse Renteria District)
District Manager of the Week, week 47: Jesse Renteria (Las Vegas, Nevada)
Welcome, New Sales Representa-tives—Week 47 2013 Russell Duane Brown (Courtney
McFarland District)
Jaime Cordoba Hernandez (Lorin Westlund District)
Page 9
Top Producers, Week 47 2013 (p. 2 of 5)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Weekly Top 5 in Sales Credits Rank Agent Name District Weekly Sales Credits
1 BUFFONE, MARY CATHERINE RENTERIA 90,052.93
2 MCCAREY, MICHAEL WAYNE DOWNEY 57,806.75
3 TIERCE, ANDREA MARIE DOWNEY 21,960.10
4 RENTERIA, LISA BETH RENTERIA 19,022.22
5 CROSBY, PETER MUZZY MINNEY 15,286.23
Weekly Top 5 in Net New Account Sales Premium Rank Agent Name District Weekly Sales Premium
1 MCCAREY, MICHAEL WAYNE DOWNEY $54,351.84
2 RENTERIA, LISA BETH RENTERIA $34,537.32
3 BUFFONE, MARY CATHERINE RENTERIA $33,946.32
4 SERRANO, XAVIER ALEJANDRO ZULIC $20,057.76
5 PAXTON, CYNTHIA DAWN MINNEY $14,375.28
Weekly Top 5 in New & Rookie Sales Credits Rank Agent Name District Weekly Sales Credits
1 SERRANO, XAVIER ALEJANDRO ZULIC 11,031.79
2 BROWN, JESSIE ABARZUA 6,931.59
3 FORD, KEITH STANLEY ABARZUA 4,541.68
4 BOYD, LEISA MARIE MINNEY 3,576.02
5 BALL, RENAE JO TERRITORY ENROLLMENT TEAM 2,894.73
Weekly Top 5 Districts in Area New Account Premium
Rank District Manager Name Area Weekly Sales Premium
1 DOWNEY, DEL EUGENE SAN DIEGO, CA $81,932.04
2 RENTERIA, JUNIOR, JESSE JOHN LAS VEGAS, NV $78,273.36
3 ABARZUA, JULIE LAS VEGAS, NV $25,577.88
4 ZULIC, PATRICIA ANDRENIA SAN DIEGO, CA $20,057.76
5 MINNEY, MICHAEL JAY SAN DIEGO, CA $15,690.84
Page 10
Top Producers, Week 47 2013 (p. 3 of 5)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Weekly Top 5 Openers
Rank Agent Name District Weekly Sales Credits
1 BUFFONE, MARY CATHERINE RENTERIA 73,608.69
2 MCCAREY, MICHAEL WAYNE DOWNEY 57,799.05
3 RENTERIA, LISA BETH RENTERIA 18,995.87
4 CROSBY, PETER MUZZY MINNEY 11,953.92
5 SERRANO, XAVIER ALEJANDRO ZULIC 11,031.79
Weekly Top 5 Benefit Counselors
Rank Agent Name District Weekly Sales Credits
1 PETEREIT, CHERYL ANN RENTERIA 12,934.06
2 LEDA, COLLEEN M. RENTERIA 12,262.00
3 KENCHEL, ROGER STUART TERRITORY ENROLLMENT TEAM 11,124.81
4 RAMIREZ, MARGARITA ALEJANDRA DOWNEY 11,063.55
5 ECKENROTH, CRYSTAL MARIE TERRITORY ENROLLMENT TEAM 10,612.49
Weekly Top 5 Coordinators
Rank Agent Name District Weekly Sales Credits
1 TIERCE, ANDREA MARIE DOWNEY 21,960.10
2 BUFFONE, MARY CATHERINE RENTERIA 16,195.06
3 TRUMAN, TAMMY M. TERRITORY COORDINATOR 10,448.13
4 KISTNER, JAMES BRENT ZULIC 2,099.90
5 DUNHAM, KYM ELIZABETH RENTERIA 1,864.37
Page 11
Top Producers, Week 47 2013 (p. 4 of 5)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Top Ten Reps YTD Net Sales CreditsTop Ten Reps YTD Net Sales Credits Rank Agent Name District Sales Credits
1 MCCAREY, MICHAEL WAYNE DOWNEY 1,058,199.56
2 BUFFONE, MARY CATHERINE RENTERIA 529,811.89
3 TIERCE, ANDREA MARIE DOWNEY 398,313.36
4 DUNHAM, KYM ELIZABETH RENTERIA 269,456.21
5 TRUMAN, TAMMY M TERRITORY COORDINATOR 244,459.58
6 SHEPHERD, RODNEY BRYAN DOWNEY 242,663.81
7 MCGLOTHEN, MARIA L. RENTERIA 233,819.88
8 RAMIREZ, MARGARITA ALEJANDRA DOWNEY 218,909.94
9 CROSBY, PETER MUZZY MINNEY 216,851.07
10 NORTHROP, NANCY MARIE GESZ 211,140.79
Top Reps YTD New Account PremiumTop Reps YTD New Account Premium Rank Agent Name District Premium
1 MCCAREY, MICHAEL WAYNE DOWNEY $747,727.50
2 BUFFONE, MARY CATHERINE RENTERIA $226,778.38
3 ROOD, BRIAN CRAIG DOWNEY $194,848.77
4 MCGLOTHEN, MARIA L. RENTERIA $156,327.24
5 CARRILLO, MELISSA DEE SORRENTINO $126,700.12
6 PACK, WENDY DAWN RIFFEL $86,644.38
7 VALLE, LUIS RAFAEL DOWNEY $82,564.65
8 RENTERIA, LISA BETH RENTERIA $75,361.50
9 DIMMICK, AMBER MARIE DOWNEY $72,980.04
10 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM $68,609.74
Top Reps YTD Case CountsTop Reps YTD Case Counts Rank Agent Name District Case Count
1 MCCAREY, MICHAEL WAYNE DOWNEY 18.00
2 (TIE) CARRILLO, MELISSA DEE SORRENTINO 9.00
2 (TIE) MCGLOTHEN, MARIA L. RENTERIA 9.00
2 (TIE) WELTY, BRETT JASON WELTY 9.00
5 (TIE) BUFFONE, MARY CATHERINE RENTERIA 7.00
5 (TIE) POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 7.00
7 ROOD, BRIAN CRAIG DOWNEY 6.50
8 (TIE) BAKER, PATTI JO GESZ 6.00
8 (TIE) MICHAEL-MARTIN, ELIZABETH ANN WESTLUND 6.00
8 (TIE) STACY, TONI ABARZUA 6.00
Page 12
Top Producers, Week 47 2013 (p. 5 of 5)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Top Districts YTD New Account PremiumTop Districts YTD New Account Premium RankRank District ManagerDistrict Manager New Account PremiumNew Account Premium
1 DOWNEY, DEL EUGENE $855,839.02
2 RENTERIA, JUNIOR, JESSE JOHN $526,815.09
3 SORRENTINO, GEORGE MICHAEL $326,924.02
4 MINNEY, MICHAEL JAY $280,383.63
5 GESZ, ANDRAS $262,903.05
6 ABARZUA, JULIE $242,989.32
7 WESTLUND, LORIN KULM $203,042.09
8 WELTY, JEFFREY MICHAEL $195,137.17
9 MCFARLAND, COURTNEY JEANNE $169,262.61
10 KOHORST, JACQUELINE $154,659.24
Top Districts YTD Case CountTop Districts YTD Case Count RankRank District ManagerDistrict Manager Net YTD Case CountNet YTD Case Count
1 DOWNEY, DEL EUGENE 29
2 RENTERIA, JUNIOR, JESSE JOHN 28
3 ABARZUA, JULIE 22
4 GESZ, ANDRAS 21
5 WELTY, JEFFREY MICHAEL 19.5
6 WESTLUND, LORIN KULM 19
7 SORRENTINO, GEORGE MICHAEL 18
8 MINNEY, MICHAEL JAY 14
9 MCFARLAND, COURTNEY JEANNE 10
10 (TIE) RIFFEL, CHRISTOPHER TAVIS 9
10 (TIE) SMITH, TIMOTHY MITCHELL 9
Territory YTD StatisticsTerritory YTD Statistics New Account Premium $3,907,058.79
Total Sales Premium $12,079,511.88
New Cases 223.50
Broker Tiers 7
New Broker Contracts 47
YTD 2013 Contracts 180
Known Pending Contracts 5
Page 13
Enhance: Group Medical Bridge Quote Tool with Employee Savings Analyzer
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
The Group Medical Bridge Quote Tool— with the Employer Savings Analyzer—has been updated the beginning of last week (it was effective Monday, November 25th). The home office sent the following information out to the territory offices, and I pass it along to you now: Introducing the Enhanced Group Medical Bridge Quote Tool— with Employer Savings Analyzer ! If you saved the previous version offline, you must delete it and replace it with the current version (please use the link below) (version 2013-09). The Employer Sav-ings Analyzer tab can help you illustrate the employer’s annual potential cost savings with Group Medical Bridge as part of their health care plan solution. The health care cost assumptions have been updated and rating areas are consistent with those established under health care reform, which will allow you to accurately demonstrate the potential value of Group Medical Bridge. To help you understand and use the tool, see the attached FAQ document., which is reprinted in this issue on pp. 12-14, inclusive. Health care reform does not impact Group Medical Bridge and the need for benefits communication and education remains a very relevant part of employee benefit packages. Here’s that link: https://my.coloniallife.com/producers/Products/Supplemental%20Health/Group%20Medical%20Bridge/Sales%20Quote%20Tool.aspx The Group Medical BridgeSM sales quote tool allows you to produce a quote with a plan that best complements the account’s major medical plan. You can produce a quote even if you don’t have a census for the account. Employer Savings Analyzer Tab The Employer Savings Analyzer tab integrates the Group Medical Bridge quote with the employer’s current and pro-posed health plan design. It also has the flexibility to illustrate potential savings based on the geographic location (ACA rating area) if you don’t know the health plan details. Important reminders when using the quote tool: To use the Employer Savings Analyzer, you must select monthly rates as the Premium Frequency on the Selections tab in the quote tool. The quote tool can only be used for accounts under 1,000 lives. You must have Microsoft Excel 2007 or Microsoft Excel 2010 to use the quote tool. When using the quote tool the first time, you should review the instructions in the tool. When quoting Plan 1, you must select at least one employer-optional benefit. In most states, these include:
Accident Only Emergency Room Visit Benefit
Health Screening Benefit
Second Day and Subsequent Day Benefit (available with the $5,000 Hospital Confinement Benefit) Product Training
Before using the quote tool, make sure you learn all the product details for Group Medical Bridge by reviewing the Product Reference Pamphlet and passing the product mastery test through Colonial Life College
Page 14
Analyzer Quote Tool Questions (p. 1 of 3)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Page 15
Analyzer Quote Tool Questions (p. 2 of 3)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Page 16
Analyzer Quote Tool Questions (p. 3 of 3)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Page 17
Top Producers, Week 48 2013 (p. 1 of 5)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Opener of the Week, week 48: Mike McCarey (Del Downey District)
Benefits Counselor of the Week, week 48: Kym Dunham (Jesse Renteria Dis-trict)
Highest Number of Total Net Sales Credits for the Week, week 48: Mike McCarey (Del Downey District)
New / Rookie Sales Representative of the Week, week 48: Xavier Serrano (Trisha Zulic District)
Coordinator of the Week, week 48: Andrea Tierce (Del Downey District)
Assistant Manager of the Week, week 48: Cathy Buffone (Jesse Renteria District)
District Manager of the Week, week 48: Del Downey (the soccer fields of Temecula, California)
Welcome, New Sales Representatives—Week 48 2013 Amanda Portrey (Lorin Westlund
District)
Nicholas van Noot (Courtney McFarland District)
Martin Weinberg (Courtney McFarland District)
Page 18
Top Producers, Week 48 2013 (p. 2 of 5)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Weekly Top 5 in Sales Credits Rank Agent Name District Weekly Sales Credits
1 MCCAREY, MICHAEL WAYNE DOWNEY 30,960.21
2 BUFFONE, MARY CATHERINE RENTERIA 24,003.52
3 TIERCE, ANDREA MARIE DOWNEY 11,132.79
4 RENTERIA, LISA BETH RENTERIA 10,288.49
5 DUNHAM, KYM ELIZABETH RENTERIA 9,486.15
Weekly Top 5 in Net New Account Sales Premium Rank Agent Name District Weekly Sales Premium
1 MCCAREY, MICHAEL WAYNE DOWNEY $41,593.20
2 BUFFONE, MARY CATHERINE RENTERIA $15,788.94
3 RENTERIA, LISA BETH RENTERIA $15,788.94
4 DIMMICK, AMBER MARIE DOWNEY $14,293.56
5 SERRANO, XAVIER ALEJANDRO ZULIC $9,170.40
Weekly Top 5 in New & Rookie Sales Credits Rank Agent Name District Weekly Sales Credits
1 DIMMICK, AMBER MARIE DOWNEY 7,861.46
2 SERRANO, XAVIER ALEJANDRO ZULIC 5,043.75
3 BOYD, LEISA MARIE MINNEY 3,514.98
4 BALL, RENAE JO TERRITORY ENROLLMENT TEAM 3,373.54
5 MARSH, GAYLE WESTLUND 2,576.63
Weekly Top 5 Districts in Area New Account Premium Rank District Manager Name Area Weekly Sales Premium
1 DOWNEY, DEL EUGENE TEMECULA, CA $67,057.20
2 RENTERIA, JUNIOR, JESSE JOHN LAS VEGAS, NV $32,146.92
3 ZULIC, PATRICIA ANDRENIA SAN DIEGO, CA $9,170.40
4 KOHORST, JACQUELINE HENDERSON, NV $6,644.76
5 MINNEY, MICHAEL JAY POWAY, CA $6,537.10
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Top Producers, Week 48 2013 (p. 3 of 5)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Weekly Top 5 Openers
Rank Agent Name District Weekly Sales Credits
1 MCCAREY, MICHAEL WAYNE DOWNEY 30,960.21
2 BUFFONE, MARY CATHERINE RENTERIA 14,451.53
3 RENTERIA, LISA BETH RENTERIA 10,288.49
4 DIMMICK, AMBER MARIE DOWNEY 7,861.46
5 SERRANO, XAVIER ALEJANDRO ZULIC 5,043.75
Weekly Top 5 Benefit Counselors
Rank Agent Name District Weekly Sales Credits
1 DUNHAM, KYM ELIZABETH RENTERIA 8,896.00
2 SANDLIN, JOSEPH GLENN WELTY 6,449.67
3 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 6,298.16
4 BUFFONE, MARY CATHERINE RENTERIA 5,340.73
5 MONTALBO, LAMBERT TERRITORY ENROLLMENT TEAM 5,131.62
Weekly Top 5 Coordinators
Rank Agent Name District Weekly Sales Credits
1 TIERCE, ANDREA MARIE DOWNEY 11,132.79
2 TRUMAN, TAMMY M. TERRITORY COORDINATOR 5,922.29
3 BUFFONE, MARY CATHERINE RENTERIA 4,211.26
4 KISTNER, JAMES BRENT ZULIC 1,055.15
5 PAYNE, MICHELLE RENE KOHORST 726.25
Page 20
Top Producers, Week 48 2013 (p. 4 of 5)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Top Ten Reps YTD Net Sales CreditsTop Ten Reps YTD Net Sales Credits Rank Agent Name District Sales Credits
1 MCCAREY, MICHAEL WAYNE DOWNEY 1,089,159.77 2 BUFFONE, MARY CATHERINE RENTERIA 553,815.41 3 TIERCE, ANDREA MARIE DOWNEY 409,446.15 4 DUNHAM, KYM ELIZABETH RENTERIA 278,942.36 5 TRUMAN, TAMMY M TERRITORY COORDINATOR 250,381.87 6 SHEPHERD, RODNEY BRYAN DOWNEY 244,954.55 7 MCGLOTHEN, MARIA L. RENTERIA 233,938.89 8 CROSBY, OETER MUZZY MINNEY 220,447.85 9 RAMIREZ, MARGARITA ALEJANDRA DOWNEY 220,304.70
10 NORTHROP, NANCY MARIE GESZ 211,091.36
Top Reps YTD New Account PremiumTop Reps YTD New Account Premium Rank Agent Name District Premium
1 MCCAREY, MICHAEL WAYNE DOWNEY $789,320.70 2 BUFFONE, MARY CATHERINE RENTERIA $242,567.32 3 ROOD, BRIAN CRAIG DOWNEY $199,887.93 4 MCGLOTHEN, MARIA L. RENTERIA $156,327.24 5 CARRILLO, MELISSA DEE SORRENTINO $127,221.52 6 RENTERIA, LISA BETH RENTERIA $91,150.44 7 DIMMICK, AMBER MARIE DOWNEY $87,273.60 8 PACK, WENDY DAWN RIFFEL $86,644.38 9 VALLE, LUIS RAFAEL DOWNEY $82,564.65
10 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM $69,127.24
Top Reps YTD Case CountsTop Reps YTD Case Counts Rank Agent Name District Case Count
1 MCCAREY, MICHAEL WAYNE DOWNEY 19.00 2 (TIE) CARRILLO, MELISSA DEE SORRENTINO 9.00 2 (TIE) MCGLOTHEN, MARIA L. RENTERIA 9.00 2 (TIE) WELTY, BRETT JASON WELTY 9.00 5 (TIE) BUFFONE, MARY CATHERINE RENTERIA 7.00 5 (TIE) POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 7.00
7 ROOD, BRIAN CRAIG DOWNEY 6.50 8 (TIE) BAKER, PATTI JO GESZ 6.00 8 (TIE) MICHAEL-MARTIN, ELIZABETH ANN WESTLUND 6.00 8 (TIE) STACY, TONI ABARZUA 6.00
Page 21
Top Producers, Week 48 2013 (p. 5 of 5)
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Top Districts YTD New Account PremiumTop Districts YTD New Account Premium RankRank District ManagerDistrict Manager New Account PremiumNew Account Premium
1 DOWNEY, DEL EUGENE $922,896.22 2 RENTERIA, JUNIOR, JESSE JOHN $558,962.01 3 SORRENTINO, GEORGE MICHAEL $329,549.02 4 MINNEY, MICHAEL JAY $286,920.73 5 GESZ, ANDRAS $263,721.81 6 ABARZUA, JULIE $242,989.32 7 WESTLUND, LORIN KULM $209,474.69 8 WELTY, JEFFREY MICHAEL $196,622.65 9 MCFARLAND, COURTNEY JEANNE $169,262.61
10 KOHORST, JACQUELINE $161,304.00
Top Districts YTD Case CountTop Districts YTD Case Count RankRank District ManagerDistrict Manager Net YTD Case CountNet YTD Case Count
1 DOWNEY, DEL EUGENE 31 2 RENTERIA, JUNIOR, JESSE JOHN 28 3 ABARZUA, JULIE 22 4 GESZ, ANDRAS 21 5 WESTLUND, LORIN KULM 20 6 WELTY, JEFFREY MICHAEL 19.5 7 SORRENTINO, GEORGE MICHAEL 18 8 MINNEY, MICHAEL JAY 15 9 MCFARLAND, COURTNEY JEANNE 10
10 (TIE) RIFFEL, CHRISTOPHER TAVIS 9 10 (TIE) SMITH, TIMOTHY MITCHELL 9
Territory YTD StatisticsTerritory YTD Statistics New Account Premium $4,041,453.85
Total Sales Premium $12,342,871.91 New Cases 228.50
Broker Tiers 7 New Broker Contracts 47 YTD 2013 Contracts 183
Known Pending Contracts 5
Page 22
Please RSVP for the San Diego TKO on January 21st
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
Hi everybody, If you have not already done so, please send me an email (to [email protected]) to RSVP for the 2014 TKO com-ing up in 7 weeks.
We will be meeting at a central location:
Marriott's Courtyard San Diego Central 8651 Spectrum Center Boulevard
San Diego, CA 92123 (It’s between Balboa & Clairemont Mesa on the 163, right by the tall Sunroad Building)
Managers (DGAs, ADMs, and DDM) will gather at 8:30, meet from 9-12, and then lunch privately from 12-1.
The entire territory will then meet from 1-5; dinner (which will in-clude the awards presentation ceremony) will start at 5:30.
Page 23
Please RSVP for the Las Vegas TKO on January 27th
SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER
If you have not already done so, please send Marti Black an e-mail (to [email protected]) to RSVP for the 2014 TKO coming up in 8 weeks. We’ll be meeting at a location on the Las Vegas Strip:
Maggiano’s Little Italy Italian Restaurant 3200 Las Vegas Boulevard South Suite 2144, Fashion Show Mall Las Vegas, NV 89109 (It’s across from the main entrance to The Wynn, off Fashion Show Drive) Managers (DGAs, ADMs, and DDM) will gather at 8:30, meet from 9-12, and then lunch privately from 12-1.
The entire territory will then meet from 1-5; dinner (which will in-clude the awards presentation ceremony) will start at 5:30.
Nevada: 10801 West Charleston Boulevard, Suite 125
Las Vegas, Nevada 89135-1214 702.861.1951
SOUTHERN NEVADA / HAWAI ’ I / SAN DIEGO / RIVERSIDE / IMPERIAL TERRITORY
California:
10920 Via Frontera, Suite 440 San Diego, California 92127-1732
858.386.4452 [email protected]
BELOW: Updated Territory Hard Calendar (up-to-date December 6, 2013)
COMING →→→→
2014 →→→→→
Congratulations to everyone throughout the territory who has already surpassed the 10-K mark in 4-Q Net New Account Sales Premium: Through the end of No-vember, 25 people have broken the tape on this race:
These eleven people have written between $10,000 and $20,000 in net NASP this quarter: Jesse Brown, Peter Crosby, Amber Dimmick, Keith Ford, Keith Hart, Gayle Marsh, Wendy Pack, Cindy Paxton, Christina Polk, Toni Stacy, and Luis Valle
These seven people have written between $20,000 and $50,000 in Net New Account Sales Premium this quarter: Del Downey, Jim Kistner, Greg Maher, Leslie Mravinc, Xavier Serrano, George Sorrentino, and Brett Welty
These seven people have written more than $50,000 in net NASP this quarter: Cathy Buffone, Jackie Kohorst, Mike McCarey, Maria McGlothen, Mike Minney, Lisa Renteria, and Brian Rood
Our goal, territory-wide, is 47 by December 31st. We need 22 more by the end of what is traditionally the busiest month of the year for our company and our industry! I bet we can do it!
10-K Producers, 4-Q, through Week 48
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