01022014 sn sd hi newsletter issuu

First Quarter 2014 Sales Contest!!!

Territory LEADERS for 3 Q 2013 2-7

Golden Ticket contest for managers 8

HCR Update from AmeriFlex 9

2104 TKO Updates! 11-12

Updated Training Calendars for September/October 13

People of the Week in the Territory 15

Production Statistics for Week 36 2013 16-19

Inside this issue:

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VOLUME 8, ISSUE 1

Thursday, January 2 2014

Jan. 1 – March 29, 2014

You’ve seen it before, and we’ve brought it back! The fast, fun and electrifying grand prize, Run Through the Warehouse contest is on. Get in shape, put on your running shoes and get ready to pull down some serious prizes and merchandise as you run through the prize point warehouse.

Grand Prize – Run Through the Warehouse

Our top 20 winners and their guests will spend three nights at the ritzy and luxurious Four Sea‐sons Hotel Chicago, June 20 through 23, 2014. While there, you’ll participate in a dash for stash, running through the prize point warehouse, grabbing as much merchandise as you can. Then, it’s a race to the finish line. Great food, fun and friends are in store for our grand prize winners.

Other prize winners will receive the following:

Level 1 – 250,000 prize points

Level 2 – 100,000 prize points

Read the contest brochure on the next page to find out how you can qualify for this amaz‐ing Run Through the Warehouse first quarter contest. And don’t forget to check out the ritzy Four Seasons Hotel Chicago.

A Standing Ovation—DGAs Julie Abarzua, Del Downey, Jackie Kohorst, Mike Minney, and George Sorrentino finished up by surpassing BOTH their 4 Q Sales Plan their 2013 Annual Sales Plan!

In addition, assistant managers Cathy Buffone, Ernie Dobson, Brian Rood, and Toni Stacy all surpassed their 4 Q 2013 sales plan goal!

https://services.coloniallife.com/Services/Applications/MemberServices/Login.aspx?RequestedPage=https://my.coloniallife.com/~/media/Colonial/Extranet/Producers/Incentives%20and%20Awards/Contest/2014%201Q%20Contest%20Brochure%20-%20Final�

http://www.fourseasons.com/chicago/fs/�

The Full Sales Contest Brochure

SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER

People of 4th Quarter 2013 in the Territory


$ Sales Representative of the Quarter (Opener): Mike McCarey (Del Downey District)

$ New-Rookie Sales Representative of Quarter: Greg Maher (Andras Gesz Distrivt)

$ Benefits Counselor of the Quarter: Kym Dunham (Jesse Renteria District)

$ Coordinator of the Quarter: Andrea Tierce (Del Downey District)

$ Highest # of Net Sales Credits for the Quarter): Cathy Buffone (Jesse Renteria District) $ Assistant Manager of the Quarter:

$ Cathy Buffone (Jesse Renteria District) District Manager of the Quarter:

Del Downey (Temecula, California) followed very closely by Jackie Kohorst!

Territory Leaders for 4th Quarter 2013!


QUARTERLY Top 5 in Sales Credits Rank Agent Name District QUARTERLY Sales Credits

1 BUFFONE, MARY CATHERINE Renteria 359,163.04

2 MCCAREY, MICHAEL WAYNE Downey 333,955.76

3 ROOD, BRIAN CRAIG Downey 228,180.43

4 TIERCE, ANDREA MARIE Downey 179,776.40

5 CROSBY, PETER MUZZY Minney 121,006.56

QUARTERLY Top 5 in Net New Account Sales Premium Rank Agent Name District QUARTERLY Sales Premium

1 MCCAREY, MICHAEL WAYNE Downey $348,736.05

2 ROOD, BRIAN CRAIG Downey $225,958.54

3 BUFFONE, MARY CATHERINE Renteria $185,402.04

4 MAHER, GREGORY FRANCIS Gesz $63,401.52

5 RENTERIA, LISA BETH Renteria $57,058.32

QUARTERLY Top 5 in New & Rookie Sales Credits Rank Agent Name District QUARTERLY Sales Credits

1 MAHER, GREGORY FRANCIS Gesz 35,869.55

2 BALL, RENAE JO Territory Enrollment Team 19,894.16

3 SERRANO, XAVIER ALEJANDRO Zulic 17,995.33

4 VALLE, LUIS RAFAEL Downey 17,664.37

5 BOYD, LEISA MARIE Minney 15,229.68

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

1 DOWNEY, DEL EUGENE Temecula, CA 643,134.46

2 RENTERIA, JUNIOR, JESSE JOHN Las Vegas, NV 325,389.69

3 MINNEY, MICHAEL JAY San Diego, CA 177,723.76

4 GESZ, ANDRAS Henderson, NV 137,804.88

5 ABARZUA, JULIE Las Vegas, NV 131,327.40



QUARTERLY Top 5 Openers

Rank Agent Name District QUARTERLY Sales Credits

1 MCCAREY, MICHAEL WAYNE Downey 333,955.76



4 CROSBY, PETER MUZZY Minney 100,743.88

5 PACK, WENDY DAWN Riffel 82,473.67

QUARTERLY Top 5 Benefit Counselors


1 DUNHAM, KYM ELIZABETH Renteria $104,752.57

2 SHEPHERD, RODNEY BRYAN Downey $92,590.71

3 GONG, RAYMOND KWOCKMAN Territory Enrollment Team $86,432.90

4 RAMIREZ, MARGARITA ALEJANDRA Downey $73,597.30

5 KENCHEL, ROGER STUART Territory Enrollment Team $72,250.22

QUARTERLY Top 5 Coordinators


1 TIERCE, ANDREA MARIE Downey 179,900.12

2 TRUMAN, TAMMY M. Territory Coordinator 87,894.20


4 PAYNE, MICHELLE RENE Kohorst 25,280.19




Top Reps 4Q2013 Case CountsTop Reps 4Q2013 Case Counts Rank Agent Name District Case Count

1 MCCAREY, MICHAEL WAYNE Downey 5

2 ROOD, BRIAN CRAIG Downey 4

3 (TIE) BROWN, JESSIE Abarzua 3

3 (TIE) BUFFONE, MARY CATHERINE Renteria 3

3 (TIE) CROSBY, PETER MUZZY Minney 3

3 (TIE) FORD, KEITH STANLEY Abarzua 3

3 (TIE) HART, KEITH FRANCIS Roth 3

3 (TIE) MAHER, GREGORY FRANCIS Gesz 3

3 (TIE) MCGLOTHEN, MARIA L. Renteria 3

3 (TIE) WELTY, BRETT JASON Welty 3

Top Districts 4Q2013 Case CountTop Districts 4Q2013 Case Count

RankRank District ManagerDistrict Manager Net 4Q2013 Case CountNet 4Q2013 Case Count

1 ABARZUA, JULIE 13

2 DOWNEY, DEL EUGENE 11

3 GESZ, ANDRAS 8

4 (TIE) MINNEY, MICHAEL JAY 7

4 (TIE) RENTERIA, JUNIOR, JESSE JOHN 7

6 (TIE) KOHORST, JACQUELINE 5

6 (TIE) SMITH, TIMOTHY MITCHELL 5

8 (TIE) ORNELLAS, RITA S. 4

8 (TIE) ROTH, CHRISTOPHER ALLEN 4

8 (TIE) WESTLUND, LORIN KULM 4

Territory 4Q2013 StatisticsTerritory 4Q2013 Statistics New Account Premium $1,917,775.82

Total Sales Premium $4,732,135.34

New Cases 77.00

Broker Tiers 8

New Broker Contracts 8

4Q2013 2013 Contracts 52

Known Pending Contracts 9

“Fast Forms” is Almost Here!


Fast Forms is coming soon Flexible, mobile and fast…get ready for Fast Forms! The new Fast Forms tool pro-vides a new and simpler way to complete new account and group product forms. No more paper, wet signatures or fax-ing. Forms that used to be only available on paper will now come in an electronic for-mat. Fast Forms allows you to: Complete AIF and Flex Plan

Supplemental Forms elec-

tronically. Complete a single Group

Master Application for all group products.

Complete paperwork and obtain signatures in person or remotely.

Electronically send com-pleted paperwork to you, the account, home office, coordinator and broker with one push of a button.

Electronically store copies of completed and submitted paperwork.

In addition, upon submission of the Group Master Applica-

tion, data will be automatically passed to Harmony and will enable group product setup. Manual versions of existing Group Master Applications will be phased out during the first quarter of 2014. The new electronic forms will be available 24 hours a day through Propr, and will be ac-cessible from your laptop, smart phone or tablet. Look for training on Fast Forms on Propr soon, and get ready for Fast Forms later in January.

Penultimate Reminder: Please RSVP: Las Vegas 2014 TKO


2014 Territory Kick-Off Meeting LAS VEGAS / SO. NEVADA

Monday, January 27th, 2014, 2012

Managersʼ Meeting 9 pm-12 pm, Full TKO 1 pm̶6 pm

6 pm̶8 pm Awards, Incentives & Dinner Reception

Spouses and significant others are not only welcome but encouraged to attend reception!

Maggiano’s Little Italy Restaurant

3200 Las Vegas Blvd South, Suite 2144

Las Vegas, Nevada 89109

(in the Fashion Show Mall)

Penultimate Reminder: Please RSVP: San Diego 2014 TKO


2014 Territory Kick-Off Meeting SAN DIEGO

Tuesday, January 21st, 2014,

Managersʼ Meeting 9 pm-12 pm, Full TKO 1 pm̶6 pm,

6 pm̶8 pm Awards, Incentives & Dinner Reception

Spouses and significant others are not only welcome but encouraged to attend reception!

At theCourtyard by Marriott Kearney Mesa!

Terie Bradford, 2012 MVP

Territory Calendar : January 2014


J

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

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31

1

2

3 STEVE IN LV Terie PTO Gary Forbes, 7, 2:00

4

5 6 STEVE, Terie, and Trent all traveling to LDC as are many DGAs/PSMs

7 STEVE AT LDC Terie LDC Trent LDC Lorin Westlund, 10, 9:00 Derek Tenbrook, 35, 10:00 Benson Lim, 20, 11:00 Keith Ford, 10, 2:00 Karla Modersitzki, 9, 2:00 Benson Lim, 290, 3:00 Gayle Marsh, 5, 3:00

8 STEVE AT LDC Terie LDC Trent LDC Derek Tenbrook, 40, 9:00 Lorin Westlund, 80, 11:30 Keith Ford, 25, 1:00 Liz Martin, 180, 2:00 Lorin Westlund, 129, 2:00 Lorin Westlund, 20, 2:00 Keith Ford, 8, 2:00

9 STEVE AT LDC Terie LDC Trent LDC Lorin Westlund, 60, 9:30 Lorin Westlund, 15, 10:00 Benson Lim, 3, 11:00 Richard Faller, 3, 12:00 Lorin Westlund, 50, 2:00 Lorin Westlund, 50, 2:00 Travis Bonham, 10, 2:30

10 STEVE IN LV

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13 14 DDP SWAT Day 1 – LV Territory Office

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19 20 STEVE IN SD

21 STEVE IN SD San Diego TKO

22 SD: Selling to the Employer (161)

23 SD: Selling to the Employer (161)

24 25

26 27 STEVE IN LV Las Vegas TKO Terie in Hawai’i

28 STEVE OUT Terie in Hawai’i

29 STEVE OUT Terie in Hawai’i

30 STEVE OUT Terie return from Hawai’i

31 STEVE OUT 1

People of the Week in the Territory for Week 52 2013


Sales Representative of the Week (Opener): Brian Craig Rood (Del Eugene Downey District)

New / Rookie Sales Representative of the Week: Kenneth Darryl Johnson (Julie Abarzua District)

Benefits Counselor of the Week: Brian Craig Rood (Del Eugene Downey District)

Coordinator of the Week: Andrea Marie Tierce (Del Eugene Downey District)

Highest Number of Net Sales Credits for the Week): Brian Craig Rood (Del Eugene Downey District)

Assistant Manager of the Week: Brian Craig Rood (Del Eugene Downey District)

District Manager of the Week: Del EugeneDowney (Temecula, Cali-fornia)

WELCOME NEW SALES REPS:

√ ASR Gaylee Laforge (Michael Minney District)

√ ASR Jenese Pasca (Rita Ornellas District)

√ ASR Eric Joseph Palma (Michael Minney District)

Territory Leaders for Week 52 2013 (period ending Dec. 31, 2013)


Weekly Top 5 in Sales Credits Rank Agent Name District Weekly Sales Credits

1 ROOD, BRIAN CRAIG DOWNEY 33,188.51

2 CROSBY, PETER MUZZY MINNEY 16,855.85

3 KENCHEL, ROGER STUART TERRITORY ENROLLMENT TEAM 11,993.33

4 RENTERIA, LISA BETH RENTERIA 9,774.47

5 DOBSON, WILLIAM ERNEST MINNEY 9,324.95

Weekly Top 5 in Net New Account Sales Premium Rank Agent Name District Weekly Sales Premium

1 ROOD, BRIAN CRAIG DOWNEY $29,633.56

2 BUFFONE, MARY CATHERINE RENTERIA $23,580.00

3 DOBSON, WILLIAM ERNEST MINNEY $16,017.00

4 JOHNSON, KENNETH DARRYL ABARZUA $8,935.25

5 CARRILLO, MELISSA DEE SORRENTINO $8,618.88

Weekly Top 5 in New & Rookie Sales Credits Rank Agent Name District Weekly Sales Credits

1 JOHNSON, KENNETH DARRYL ABARZUA $4,914.38

2 RENGUUL, OZELLA WESTLUND $3,051.15

3 ARRUDA, JESSICA L. ORNELLAS $2,774.20

4 CASABAR, MATTHEW ALIKA ORNELLAS $2,509.29

5 FORD, KEITH STANLEY ABARZUA $2,156.62

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

1 DOWNEY, DEL EUGENE TEMECULA, CA $39,245.80

2 MINNEY, MICHAEL JAY POWAY, CA $32,573.82

3 RENTERIA, JUNIOR, JESSE JOHN LAS VEGAS, NV $25,975.92

4 ABARZUA, JULIE HENDERSON, NV $21,667.44

5 ORNELLAS, RITA S. HONOLULU, HI $15,848.52



Weekly Top 5 Openers

Rank Agent Name District Weekly Sales Credits


2 CROSBY, PETER MUZZY MINNEY 15,083.50

3 RENTERIA, LISA BETH RENTERIA 9,695.94

4 DOBSON, WILLIAM ERNEST MINNEY 7,676.75

5 MCCAREY, MICHAEL WAYNE DOWNEY 6,403.72

Weekly Top 5 Benefit Counselors



2 KENCHEL, ROGER STUART TERRITORY ENROLLMENT TEAM 8,461.47

3 WARE, CHELSEA LYNNE TERRITORY ENROLLMENT TEAM 7,745.96

4 JARQUE, MARIA VERONICA MINNEY 6,244.44

5 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 3,293.80

Weekly Top 5 Coordinators


1 TIERCE, ANDREA MARIE DOWNEY 9,324.23

2 TRUMAN, TAMMY M. TERRITORY COORDINATOR 8,239.61

3 KIGHT, BARBARA LORRAINE DOWNEY 2,900.56

4 ROOD, WENDY HARUYE DOWNEY 1,005.42

5 DUNHAM, KYM ELIZABETH RENTERIA 700.41



Top Ten Reps 2013 Net Sales CreditsTop Ten Reps 2013 Net Sales Credits Rank Agent Name District Sales Credits

1 MCCAREY, MICHAEL WAYNE DOWNEY 1,230,981.80 2 BUFFONE, MARY CATHERINE RENTERIA 582,996.88 3 TIERCE, ANDREA MARIE DOWNEY 468,879.08 4 ROOD, BRIAN CRAIG DOWNEY 340,710.19 5 DUNHAM, KYM ELIZABETH RENTERIA 296,729.82 6 TRUMAN, TAMMY MARIE TERRITORY COORDINATOR 289,069.17 7 CROSBY, PETER MUZZY MINNEY 287,476.74 8 SHEPHERD, RODNEY BRYAN DOWNEY 265,486.40 9 NORTHROP, NANCY MARIE GESZ 243,976.75

10 MCGLOTHEN, MARIA L. RENTERIA 243,334.74

Top Reps 2013 New Account PremiumTop Reps 2013 New Account Premium Rank Agent Name District Premium

1 MCCAREY, MICHAEL WAYNE DOWNEY $1,004,556.54 2 ROOD, BRIAN CRAIG DOWNEY $277,307.89 3 BUFFONE, MARY CATHERINE RENTERIA $270,188.08 4 MCGLOTHEN, MARIA L. GESZ $155,623.92 5 CARRILLO, MELISSA DEE SORRENTINO $146,105.32 6 PACK, WENDY DAWN RIFFEL $100,870.05 7 RENTERIA, LISA BETH RENTERIA $95,429.88 8 DIMMICK, AMBER MARIE DOWNEY $87,709.20 9 VALLE, LUIS RAFAEL DOWNEY $82,564.65

10 BAKER, PATTI JO GESZ $80,610.68

Top Reps 2013 Case CountsTop Reps 2013 Case Counts Rank Agent Name District Case Count

1 MCCAREY, MICHAEL WAYNE DOWNEY 19.00 2 ROOD, BRIAN CRAIG DOWNEY 9.50

3 (TIE) CARRILLO, MELISSA DEE SORRENTINO 9.00 3 (TIE) MCGLOTHEN, MARIA L. RENTERIA 9.00 3 (TIE) WELTY, BRETT JASON WELTY 9.00 6 (TIE) BAKER, PATTI JO GESZ 8.00 6 (TIE) BUFFONE, MARY CATHERINE RENTERIA 8.00

8 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 7.00 9 (TIE) CROSBY, PETER MUZZY MINNEY 6.00 9 (TIE) MICHAEL-MARTIN, ELIZABETH ANN WESTLUND 6.00 9 (TIE) PACK, WENDY DAWN RIFFEL 6.00 9 (TIE) STACY, TONI M. ABARZUA 6.00



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

1 DOWNEY, DEL EUGENE $1,225,996.52 2 RENTERIA, JUNIOR, JESSE JOHN $594,647.22 3 SORRENTINO, GEORGE MICHAEL $363,910.00 4 MINNEY, MICHAEL JAY $358,215.70 5 GESZ, ANDRAS $354,570.45 6 ABARZUA, JULIE $296,247.60 7 WESTLUND, LORIN KULM $228,370.85 8 KOHORST, JACQUELINE $215,718.72 9 WELTY, JEFFREY MICHAEL $201,753.37

10 MCFARLAND, COURTNEY JEANNE $173,846.13

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

1 DOWNEY, DEL EUGENE 34 2 (TIE) ABARZUA, JULIE 28 2 (TIE) RENTERIA, JUNIOR, JESSE JOHN 28

4 GESZ, ANDRAS 25 5 WESTLUND, LORIN KULM 22 6 WELTY, JEFFREY MICHAEL 19.5

7 (TIE) MINNEY, MICHAEL JAY 18 7 (TIE) SORRENTINO, GEORGE MICHAEL 18

9 SMITH, TIMOTHY MITCHELL 12 10 (TIE) MCFARLAND, COURTNEY JEANNE 10 10 (TIE) RIFFEL, CHRISTOPHER TAVIS 10

Territory YTD StatisticsTerritory YTD Statistics New Account Premium $4,801,608.68

Total Sales Premium $14,013,955.01 New Cases 257.50

Broker Tiers 12 New Broker Contracts 49 YTD 2013 Contracts 205

Known Pending Contracts 9

Nevada: 10801 West Charleston Boulevard, Suite 125

Las Vegas, Nevada 89135-1214 702.861.1951

[email protected]

SOUTHERN NEVADA/HAWAI ’ I/SAN DIEGO/RIVERSIDE/IMPERIAL TERRITORY

California:

10920 Via Frontera, Suite 440 San Diego, California 92127-1732

858.386.4452

Updated Territory Hard Calendar (up-to-date January 3, 2014)

COMING→→→→

IN MAY→→→→→

Harmony 11.1 is coming soon

Harmony 11.1 is scheduled to be released Jan. 20, 2014. Once the new version has been released, you will not be able to upload any Harmony offline data enrolled before Jan. 19 until you've successfully downloaded and installed Harmony 11.1 on or after Monday, Jan. 20. Look for more details on what's new in Harmony 11.1 next week.

Harmony & QuickQuote scheduled maintenance

Jan. 18-19, 2014

Harmony and QuickQuote are scheduled to be un-available on Saturday, Jan. 18 and Sunday, Jan. 19, for scheduled maintenance. If you have an enroll-ment during this time, you will need to download to offline before Saturday, Jan. 18.

Harmony 11.1 rolls out on January 20th

01022014 sn sd hi newsletter issuu

Documents

downey district

q sales

net sales credits

annual sales plan

sales plan goal

quarter opener

downey temecula

territory leaders