sd lv hi territory newsletter friday july 25 2014

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Monday morning? 3 Monday morning? 4 Tuesday morning (CA)? 5 Thursday morning (LV)? 6 Monday pm/Friday all day 7 2015 LC & PC Standings 8-9 Week 29 Top Producers 10-14 What are you doing next week? Friday, July 25, 2014 Volume 8, Issue 30 Managers: 2015 LDC Announcement!! The Leadership Development Conference (LDC) is Colonial Life's sales management training for District General Agents and Public Sector Managers who qualify to attend the conference. This important Colonial Life conference helps you learn about company news and strategies, as well as strengthen your skills in re- cruiting, people development and new account development. The goal is to lay a foundation for consistent sales growth across the country and to provide you with the tools, training and support to help grow your sales team. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New district managers will have the opportunity to learn about the company's direction and will re- ceive targeted tools and support you need to lead your district to early success! 2015 LDC Dates and Location When: January 6-8, 2015 (Tuesday-Thursday) Where: Scottsdale, Arizona Hotel: The Fairmont Scottsdale Princess Congratulations to our SIX DGAs who have already surpassed the Quali- fication Standards announced this week and listed on Propr (see p. 2): Julie Abarzua Del Downey Andras Gesz Jackie Kohorst George Sorrentino Lorin Westlund

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What are you doing netx week? And next year?

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Page 1: SD LV HI Territory Newsletter Friday July 25 2014

Monday morning? 3

Monday morning? 4

Tuesday morning (CA)? 5

Thursday morning (LV)? 6

Monday pm/Friday all day 7

2015 LC & PC Standings 8-9

Week 29 Top Producers 10-14

What are you doing next week?

Friday, July 25, 2014 Volume 8, Issue 30

Managers: 2015 LDC Announcement!! The Leadership Development Conference (LDC) is Colonial Life's sales management training for District General Agents and Public Sector Managers who qualify to attend the conference. This important Colonial Life conference helps you learn about company news and strategies, as well as strengthen your skills in re-cruiting, people development and new account development. The goal is to lay a foundation for consistent sales growth across the country and to provide you with the tools, training and support to help grow your sales team. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New district managers will have the opportunity to learn about the company's direction and will re-ceive targeted tools and support you need to lead your district to early success!

2015 LDC Dates and Location

When: January 6-8, 2015 (Tuesday-Thursday) Where: Scottsdale, Arizona Hotel: The Fairmont Scottsdale Princess

Congratulations to our SIX DGAs who have already surpassed the Quali-fication Standards announced this week and listed on Propr (see p. 2):

Julie Abarzua Del Downey Andras Gesz Jackie Kohorst George Sorrentino Lorin Westlund

Page 2: SD LV HI Territory Newsletter Friday July 25 2014

2

Managers: 2015 LDC Standings as of 7-19-14 (week 29)

Sales Week

PCN Name Contract

Type Contract Start

Date

Previous Week Con-tract Type

Office 1 Q 2014

Sales Plan 2 Q 2014

Sales Plan 3 Q 2014

Sales Plan 1Q + 2Q + 3q Sales Plans

75% of 1Q + 2Q + 3Q

Sales Plans

2014 YTD Sales

% of LDC Sales Target

% of Recruits

YTD

Qualified Yet?

29 705700 ABARZUA, JULIE DGA 10/1/2012 DGA A34098 $85,000.21 $95,999.95 $95,999.95 $277,000.11 $207,750.08 $260,784.13 125.53% 7.00 YES

29 666815 DOWNEY, DEL EUGENE DGA 1/15/2007 DGA A05624 $140,999.80 $265,999.46 $226,999.99 $633,999.25 $475,499.44 $499,844.95 105.12% 8.00 YES

29 657079 GESZ, ANDRAS DGA 1/2/2011 DGA A34073 $205,999.79 $374,999.63 $422,999.58 $1,003,999.00 $752,999.25 $1,068,848.65 141.95% 12.00 YES

29 730459 KAIRIS, WILLIAM DON DGA 3/6/2014 DGA AA0698 $9,200.03 $39,199.90 $476,000.00 $524,399.93 $393,299.95 $123,207.04 31.33% 7.00 NO

29 657910 KOHORST, JACQUELINE DGA 8/12/2013 DGA A34111 $87,000.09 $154,000.43 $323,000.21 $564,000.73 $423,000.55 $1,308,272.42 309.28% 4.00 YES

29 703903 MCFARLAND, COURTNEY

JEANNE DGA 1/2/2013 DGA A34101 $54,000.12 $73,000.15 $91,500.00 $218,500.27 $163,875.20 $138,111.69 84.28% 18.00 NO

29 128215 MINNEY, MICHAEL JAY DGA 6/1/2004 DGA A05458 $362,999.14 $336,000.18 $329,000.85 $1,028,000.17 $771,000.13 $631,885.80 81.96% 8.00 NO

29 718224 ORNELLAS, RITA S. DGA 2/3/2013 DGA A06069 $58,000.01 $78,000.05 $86,999.84 $222,999.90 $167,249.93 $147,815.76 88.38% 10.00 NO

29 PINSON, LAWRENCE

DONNELL DGA 07/24/20114 DGA $0.00 $0.00 TBA TBA TBA $0.00 0.00% 0.00 NO

29 133767 RENTERIA, JUNIOR, JESSE

JOHN PSM 4/15/2011 PSM P34084 $401,000.00 $499,000.00 $476,000.00 $1,376,000.00 $1,032,000.00 $1,012,922.26 98.15% 3.00 NO

29 719775 SMITH, TIMOTHY MITCHELL DGA 10/23/2012 DGA AA0413 $69,000.00 $78,000.02 $78,000.02 $225,000.04 $168,750.03 $226,590.81 134.28% 0.00 NO

29 688157 SORRENTINO, GEORGE

MICHAEL DGA 6/5/2011 DGA A05901 $257,999.74 $302,999.70 $287,999.71 $848,999.15 $636,749.36 $715,153.56 112.31% 13.00 YES

29 731669 THOMAS, TAMMY MARIE DGA 4/24/2014 DGA A34118 $0.00 $23,100.08 $53,100.05 $76,200.13 $57,150.10 $21,274.89 37.23% 1.00 NO

29 133828 WELTY, JEFFREY MICHAEL DGA 4/3/2006 DGA A05604 $221,999.71 $370,000.38 $339,999.47 $931,999.56 $698,999.67 $452,888.07 64.79% 7.00 NO

29 671480 WESTLUND, LORIN KULM DGA 6/5/2011 DGA A05898 $100,999.79 $197,999.77 $161,000.10 $459,999.66 $344,999.75 $350,989.85 101.74% 4.00 YES

29 689154 ZULIC, PATRICIA ANDRENIA PSM 8/5/2013 PSM P06210 $38,000.05 $74,000.03 $110,999.86 $222,999.94 $167,249.96 $55,889.70 33.42% 0.00 NO

Sales Week

PCN Name Contract Type Contract Start

Date Previous Week Contract Type

Office Required Recruits

Required Sales

Premium

2014 YTD Sales

% of LDC Sales Target

% of Rectuits YTD

Qualified Yet?

29 730459 KAIRIS, WILLIAM DON DGA 3/6/2014 DGA AA0698 4 $70,000.00 $23,207.04 $0.33 $7.00 NO

29 PINSON, LAWRENCE

DONNELL DGA 07/24/20114 DGA 3 $50,000.00 $0.00 $0.00 $0.00 NO

29 731669 THOMAS, TAMMY MARIE DGA 4/24/2014 DGA A34118 4 $60,000.00 $21,274.89 $0.35 $1.00 NO

Page 3: SD LV HI Territory Newsletter Friday July 25 2014

3

MONDAY MORNING

Page 4: SD LV HI Territory Newsletter Friday July 25 2014

4

MONDAY MORNING

Page 5: SD LV HI Territory Newsletter Friday July 25 2014

5

TUESDAY MORNING

Page 6: SD LV HI Territory Newsletter Friday July 25 2014

6

THURSDAY MORNING

Page 7: SD LV HI Territory Newsletter Friday July 25 2014

7

Monday afternoon and All Day Friday: Call Lab

7/27-8/30

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

27 Bill Kairis, ?, 2:00

28 STEVE IN LV

29 STEVE IN LV Direct Sales/DM Presentation-LV Health Care Reform Basics - LV Workplace Benefits Mania, Wynn Life Products Rollout Meeting, Irvine Bill Kairis, 35, 9:30 Melissa Carrillo, 100, 10:00 Lee Trudeau, 70, 10:00

30 STEVE IN LV Workplace Benefits Mania, Wynn Regional TASC Webinar Courtney McFarland, 12, 8:30 Patti Baker, 70, 10:00 Chuck Beckmire, 8, 10:00

31 STEVE IN LV Workplace Benefits Mania, Wynn Group Briefing Class SD Life Products Rollout Meeting, Las Vegas NET Team Enroller Forum., San Diego

August 1 2014 National DGA CALL Christina Polk Birthday Marti End-of-week e-mail

2 Heather PTO Trent PTO Donna Poole, 6, 10:00

3 Heather PTO Trent PTO

4 STEVE IN LV Heather PTO Trent PTO

5 STEVE IN LV Heather PTO Trent PTO Lorin Westlund, 9, 10:00 Sherry Eggler, 398, 11:30 Patti Baker, 60, 2:00

6 STEVE IN NAPA CA Heather PTO Trent PTO Patti Baker, 10, 10:00

7 STEVE IN NAPA CA Heather PTO Trent PTO DDP overview call w Kamille Samra

8 STEVE IN NAPA CA National ADM CALL Heather PTO Trent PTO Stephen End-of-week e-mail

9 Heather PTO Trent PTO

10 Heather PTO Trent PTO

11 STEVE IN LV Regional RACE Event

12 STEVE IN LV Regional RACE Event CLC New Direct Marketing (180) - SD Mitch Smith, 72, 10:00 Jessica Maurer, 15, 10:00

13 STEVE IN LV Regional RACE Event CLC New Direct Marketing (180) - SD CLC Direct Sales/Prospecting-LV

14 STEVE IN LV Regional RACE Event CLC New Direct Marketing (180) - SD CLC Direct Sales/Prospecting-LV

15 STEVE IN LV Regional RACE Event Marti End-of-week e-mail

16

17

18 STEVE IN LV

19 STEVE IN COLUMBIA SC 20 STEVE IN COLUMBIA SC PS Training San Diego office DDP Certification Day-LV

21 STEVE IN LV New Rep Product Training LV

22 STEVE IN LV Stephen End-of-week e-mail

23

24

25 STEVE IN LV

26 STEVE IN LV

27 STEVE IN LV CLC Group Briefing Class - SD

28 STEVE IN LV

29 STEVE IN LV Marti End-of-week e-mail

30 LABOR DAY WEEKEND ALL CLA OFFICES CLOSED MONDAY 9/2/14 for Labor Day Jennifer Nila, 9, 9:30, 9/3/14

Page 8: SD LV HI Territory Newsletter Friday July 25 2014

8

Leaders’ Conference 2015 Standings Through Week 29 2014 (p. 1 of 2)

New and Rookie Sales Reps

Sales Reps (based on credits)

Sales Reps (based on Net New Acct. $)

Benefits Counselors

Coordinators

Rank Qualification Status PCN Name Rep Start Date New New Acct Sales Net Case Count BQI Mgr Name 18 Not Qualified 722047 RAPAGNANI, THEODORE JOSEPH 2/15/2013 $85,075 10 46.93 SMITH, TIMOTHY MITCH 66 Not Qualified 732437 GOLDEN, MARK DELANO 5/28/2014 $39,270 2 - DOWNEY, DEL EUGENE 127 Not Qualified 729464 PETRANCOSTA, LOUIS JOSEPH 1/21/2014 $26,962 3 - SORRENTINO, GEORGE MICHAEL 150 Not Qualified 729142 BEAUBIEN, DOROTHEA LYNN 1/3/2014 $23,207 3 - MINNEY, MICHAEL JAY 165 Not Qualified 725511 MAHER, GREGORY FRANCIS 7/25/2013 $21,760 3 75.69 GESZ, ANDRAS 172 Not Qualified 729184 ZAMBROTTA, KARLYN ELIZABETH 1/6/2014 $20,815 2 - GESZ, ANDRAS 179 Not Qualified 721347 STACY, TONI 1/4/2013 $20,448 5 77.49 ABARZUA, JULIE

Rank Qualification Status PCN Name Rep Type Net Sales Credits Net New Accts Net NASP BQI Mgr Name 24 Not Qualified 651269 BUFFONE, MARY CATHERINE DDM 289,144 7 $234,155 85.2 RENTERIA, JUNIOR, JESSE JOHN 36 Not Qualified 126032 GUZMAN, HUGO ANTONIO ASR 237,083 1 $247,676 76.53 GESZ, ANDRAS 49 Not Qualified 704809 JARQUE, MARIA VERONICA ASR 205,053 0 $154,981 83.9 MINNEY, MICHAEL JAY 55 Not Qualified 669992 TIERCE, ANDREA MARIE ASR 198,347 0 $235 87.61 DOWNEY, DEL EUGENE 72 Not Qualified 688192 KENT, ELIZABETH ASR 162,296 0 $0 72.04 RENTERIA, JUNIOR, JESSE JOHN

77 Not Qualified 663126 DUNHAM, KYM ELIZABETH ASR 159,912 0 $35 84.1 RENTERIA, JUNIOR, JESSE JOHN

104 Not Qualified 683771 POLK, CHRISTINA DIANE ASR 137,025 0 $25,729 81.01 NO DGA ENROLLMENT MANAGER 106 Not Qualified 694563 TRUMAN, TAMMY M ASR 136,813 0 $0 81.26 NO DGA ENROLLMENT MANAGER 128 Not Qualified 667046 PAYNE, MICHELLE RENEE ASR 124,240 0 $0 88.08 KOHORST, JACQUELINE 151 Not Qualified 658803 NORTHROP, NANCY MARIE DDM 116,336 1 $17,218 88.94 GESZ, ANDRAS 171 Not Qualified 717624 GONG, RAYMOND KWOCKMAN ASR 106,014 0 $0 85.35 NO DGA ENROLLMENT MANAGER 178 Not Qualified 120127 CROSBY, PETER MUZZY ASR 104,285 0 $31,996 91.12 MINNEY, MICHAEL JAY 187 Not Qualified 678102 RAMIREZ, MARGARITA ALEJANDRA ASR 100,524 0 $0 87.71 DOWNEY, DEL EUGENE 195 Not Qualified 120135 RUBINO, JOSEPH THOMAS ASR 97,654 0 $0 86.66 MINNEY, MICHAEL JAY

Rank Qualification Status PCN Name Rep Type Net NASP Net New Accts Net Sales Credits BQI Mgr Name 19 Top 30 126032 GUZMAN, HUGO ANTONIO ASR $247,373 1 237,083 76.53 GESZ, ANDRAS 20 Top 30 651269 BUFFONE, MARY CATHERINE DDM $234,155 7 289,144 85.20 RENTERIA, JUNIOR, JESSE JOHN 34 Not Qualified 704809 JARQUE, MARIA VERONICA ASR $154,981 0 205,053 83.90 MINNEY, MICHAEL JAY 66 Not Qualified 656921 WELTY, BRETT JASON ASR $69,650 9 69,867 73,800.00 WELTY, JEFFREY MICHAEL 74 Not Qualified 721237 DIMMICK, AMBER MARIE ASR $59,337 2 34,433 78.35 DOWNEY, DEL EUGENE 94 Not Qualified 701784 RENTERIA, LISA BETH ASR $45,984 4 66,967 82.13 RENTERIA, JUNIOR, JESSE JOHN 132 Not Qualified 120127 CROSBY, PETER MUZZY ASR $31,996 0 104,285 91.12 MINNEY, MICHAEL JAY 154 Not Qualified 683771 POLK, CHRISTINA DIANE ASR $25,759 0 137,025 81.01 NO DGA ENROLLMENT MANAGER

Rank Qualification Status PCN Name Rep Type Net Enroller Sales Premium BQI Mgr Name 23 Top 25 663126 DUNHAM, KYM ELIZABETH ASR $309,574.57 84.10 RENTERIA, JUNIOR, JESSE JOHN 26 Not Qualified 717624 GONG, RAYMOND KWOCKMAN ASR $300,559.66 85.35 NO DGA ENROLLMENT MANAGER 29 Not Qualified 678102 RAMIREZ, MARGARITA ALEJANDRA ASR $284,465.43 87.71 DOWNEY, DEL EUGENE 40 Not Qualified 664494 SHEPHERD, RODNEY BRYAN ASR $262,065.80 87.58 DOWNEY, DEL EUGENE 49 Not Qualified 120135 RUBINO, JOSEPH THOMAS ASR $235,361.91 91.12 MINNEY, MICHAEL JAY 52 Not Qualified 712722 GONZALEZ, MARIA EUGENIA ASR $231,358.14 80.29 NO DGA ENROLLMENT MANAGER 54 Not Qualified 711277 RENOVA, LAURA LETICIA ASR $228,855.49 85.17 KOHORST, JACQUELINE 56 Not Qualified 678460 BLANCHARD, NICOLE ASR $226,145.66 80.71 KOHORST, JACQUELINE 75 Not Qualified 680791 VELASQUEZ. EDWIN MANUEK ASR $204,511.46 89.28 NO DGA ENROLLMENT MANAGER 76 Not Qualified 654516 RANCE, JOAN ASR $201,223.03 84.68 KOHORST, JACQUELINE 90 Not Qualified 686192 SANDLIN, JOSEPH GLENN ASR $191,346.66 83.87 WELTY, JEFFREY MICHAEL

Rank Qualification Status PCN Name Rep Type Net Coordinator Sales Premium BQI Mgr Name 5 Top 10 669992 TIERCE, ANDREA MARIE ASR $1,964,939.50 87.61 DOWNEY, DEL EUGENE

11 Not Qualified 694563 TRUMAN, TAMMY M ASR $1,368,643.30 81.26 NO DGA ENROLLMENT MANAGER 15 Not Qualified 667046 PAYNE, MICHELLE RENEE ASR $1,221,887.10 88.08 KOHORST, JACQUELINE 59 Not Qualified 663126 DUNHAM, KYM ELIZABETH ASR $479,131.80 84.10 RENTERIA, JUNIOR, JESSE JOHN 62 Not Qualified 704809 JARQUE, MARIA VERONICA ASR $466,581.70 83.90 MINNEY, MICHAEL JAY 65 Not Qualified 683771 POLK, CHRISTINA DIANE ASR $429,153.20 81.01 NO DGA ENROLLMENT MANAGER 90 Not Qualified 651269 BUFFONE, MARY CATHERINE DDM $343,270.30 85.20 RENTERIA, JUNIOR, JESSE JOHN

Page 9: SD LV HI Territory Newsletter Friday July 25 2014

9

Leaders’ Conference 2015 Standings Through Week 29 2014 (p. 2 of 2)

ADMs (contracted in 2012 or before)

ADMs (contracted in 2013)

ADMs (contracted in 2014)

DGAs (contracted in 2012 or before)

DGAs (contracted in 2013)

DGAs (contracted in 2014)

PSMs

TSMs

Rank Qualification Status

Office No Name PCN

Contract Start Date

Total Sales Prem

Pct of Plan

Opener with $50K

YTD New Con-tracts Unit BQI Mgr Name

12 Top 20 - 2012 A05810 DOBSON, WILLIAM ERNEST 686968 06/01/2010 $317,936 41.94 1 4 86.96 MINNEY, MICHAEL JAY 34 Not Qualified A05927 MICHAEL-MARTIN, ELIZAB 692499 10/12/2011 $151,304 45.3 0 3 81.81 WESTLUND, LORIN KULM 40 Not Qualified A05930 PACK, WENDY DAWN 686287 09/09/2012 $134,574 32.58 0 2 90.20 MINNEY, MICHAEL JAY 42 Not Qualified A05999 CARRILLO, MELISSA D 716479 12/04/2014 $126,504 42.88 0 5 82.96 SORRENTINO, GEORGE MICHAEL

Rank Qualification Status Office No Name PCN

Contract Start Date

Total Sales Prem

Pct of Plan

Opener with $50K

YTD New Con-tracts Unit BQI Mgr Name

12 Not Qualified A06183 ROOD, BRIAN CRAIG 685172 07/22/2013 $203,816 32.5 1 3 86.68 DOWNEY, DEL EUGENE 36 Not Qualified A12011 GO, CHRISTINE L. 716479 03/15/2013 $72,314 36.15 0 3 87.83 ORNELLAS, RITA S.

Rank Qualification Status Office No Name PCN

Contract Start Date

Total Sales Prem Pct of Plan

Opener with $50K

YTD New Con-tracts Unit BQI Mgr Name

42 Not Qualified A34114 HART, KEITH FRANCIS 725305 01/01/2014 $21,697 10.84 0 1 84.85 MCFARLAND, COURTNEY

Rank Qualification Status Name PCN Mgr Office Contract Start Date Rep Type Percent of Plan Total Sales Prem YTD New Contratcs Openers with

$50K Area BQI

21 Top 35 - 2012 GESZ, ANDRAS 657079 A34073 01/02/2011 DGA 83.04 $1,068,849 12 1 84.85 44 Not Qualified SORRENTINO, GEORGE MICHAEL 688157 A05901 06/05/2011 DGA 55.56 $715,154 13 1 81.93 55 Not Qualified MINNEY, MICHAEL JAY 128215 A05458 06/01/2004 DGA 35.37 $631,886 8 1 86.40 81 Not Qualified DOWNEY, DEL EUGENE 666815 A05624 01/15/2007 DGA 42.64 $499,845 8 2 87.01 90 Not Qualified WELTY, JEFFREY MICHAEL 133828 A05604 04/03/2006 DGA 34.91 $452,888 7 1 82.90 109 Not Qualified WESTLUND, LORIN KULM 671480 A05898 06/05/2011 DGA 55.8 $350,990 4 1 82.47 140 Not Qualified SMITH, TIMOTHY MITCHELL 719775 AA0413 10/23/2012 DGA 65.67 $226,591 0 2 86.53

Rank Qualification Status Name PCN Mgr Office Contract Start Date Rep Type Percent of Plan Total Sales Prem YTD New Contratcs Openers with

$50K Area BQI

21 Top 35 - 2012 GESZ, ANDRAS 657079 A34073 1/2/2011 DGA 83.04 $1,068,849 12 1 84.85

44 Not Qualified SORRENTINO, GEORGE MICHAEL 688157 A05901 6/5/2011 DGA 55.56 $715,154 13 1 81.93

55 Not Qualified MINNEY, MICHAEL JAY 128215 A05458 6/1/2004 DGA 35.37 $631,886 8 1 86.4

Rank Qualification Status Name PCN Mgr Office Contract Start Date Rep Type Percent of Plan Total Sales Prem YTD New Contratcs Openers with Area BQI

53 Not Qualified KAIRIS, WILLIAM 730549 AA0698 03/06/2014 DGA 10.69 $23,207 7 0 0.00

54 Not Qualified THOMAS, TAMMY M 731669 A34118 04/24/2014 DGA 13.36 $21,175 1 0 0.00

Rank Qualification Status Name PCN Mgr Office Contract Start Date Rep Type Percent of Plan Total Sales Prem YTD New Contratcs OPs $50k & BCs

$150K Area BQI

9 Not Qualified RENTERIA, JUNIOR, JESSE 133767 P34084 07/22/2013 PSM 40.51 $1,012,922 3 2 82.65

20 Not Qualified ZULIC, PATRICIA ANDRENIA 689154 P06210 03/15/2013 PSM 15.06 $55,890 0 0 84.82

Rank Office No Name PCN Percent of Plan Total Sales Prem

Percent of Contract Goal

Districts Hitting Plan Units Hitting Plan Area BQI Territory

Top 5 A05000 POLK, STEVEN BRADLEY 140749 55.68 $7,054,776.00 47.72 1 0 84.17 SOUTHWEST REGION

Page 10: SD LV HI Territory Newsletter Friday July 25 2014

10

These production stats are for Week 29 2014 (July 13, 2014, to July 19, 2014)

Territory YTD 2014 Statistics Territory YTD 2014 Statistics 2014 YTD New Account Premium $3,218,766.32

2014 YTD New Total Sales Premium $7,054,775.53

2014 YTD Net New Cases 176.5

2014 YTD New Broker Tiers 10

2014 YTD New Broker Contracts 28

2014 YTD New Rep Contracts 106

Known Pending Contracts 3

Top Opener, Week 29 2014: Hugo Guzman (Andras Gesz Dis-trict)

Top Benefits Counselor, Week 29 2014: Isidoro Zeichner (Territory Enrollment Team)

Top Coordinator, Week 29 2014: Maria Veronica Jarque Uribe (Michael Minney District)

Most Sales Credits, Week 29 2014: Hugo Guzman (Andras Gesz District)

Top Rookie, Week 29 2014: Hector Garcia (Courtney McFarland District)

Top Assistant Manager, Week 29 2014: Hector Garcia (Courtney McFarland District)

Top Manager, Week 29 2014: Andras Gesz (Henderson, Nevada) Welcome New Reps:

Dwight Karl Duke, Jeffrey Welty District Joanna McGowen, Del Downey District

Cheryl Ann Rogers, George Sorrentino District Valerie Jean Sloka, Williams Kairis District

Kurt Philip Watson, George Sorrentino District

Page 11: SD LV HI Territory Newsletter Friday July 25 2014

11

These production stats are for Week 29 2014 (July 13, 2014, to July 19, 2014)

Weekly Top 5 in Sales Credits

Rank Agent Name District Weekly Sales Credits

1 GUZMAN, HUGO ANTONIO GESZ 82,202.88

2 JARQUE, MARIA VERONICA MINNEY 76,168.65

3 ROOD, BRIAN CRAIG DOWNEY 10,650.43

4 BRADFORD, FREDRICK DUANE WELTY 10,561.30

5 ZEICHNER, ISIDORO TERRITORY ENROLLMENT TEAM 9,949.77

Weekly Top 5 in Net New Account Sales Premium

Rank Agent Name District Weekly Sales Premium

1 GUZMAN, HUGO ANTONIO GESZ 142,385.16

2 JARQUE, MARIA VERONICA MINNEY 100,750.92

3 ROOD, BRIAN CRAIG DOWNEY 16,974.84

4 PACK, WENDY DAWN MINNEY 4,847.16

5 GARCIA, HECTOR Z. MCFARLAND 4,216.56

Weekly Top 5 in New & Rookie Sales Credits

Rank Agent Name District Weekly Sales Credits

1 GARCIA, HECTOR Z. MCFARLAND 2,319.13

2 RAPAGNANI, THEODORE JOSEPH SMITH 2,294.31

3 PETRANCOSTA, LOUIS JOSEPH SORRENTINO 1,717.12

4 ALBIN, SAMAR BREIK TERRITORY ENROLLMENT TEAM 1,620.40

5 NILA, JENNIFER MARIE MINNEY 1,562.62

Page 12: SD LV HI Territory Newsletter Friday July 25 2014

12

These production stats are for Week 29 2014 (July 13, 2014, to July 19, 2014)

Weekly Top 5 Openers

Rank Agent Name District Weekly Sales Credits

1 GUZMAN, HUGO ANTONIO GESZ 78,312.33

2 JARQUE, MARIA VERONICA MINNEY 55,413.33

3 ROOD, BRIAN CRAIG DOWNEY 10,650.43

4 BRADFORD, FREDRICK DUANE WELTY 10,230.13

5 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 5,671.07

Weekly Top 5 Benefit Counselors

Rank Agent Name District Weekly Sales Credits

1 ZEICHNER, ISIDORO TERRITORY ENROLLMENT TEAM 9,949.77

2 MONTALBO, LAMBERT TERRITORY ENROLLMENT TEAM 7,438.73

3 RENOVA, LAURA LETICIA KOHORST 7,167.33

4 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 5,205.67

5 CRUZ, ELTHON ISRAEL DOWNEY 4,387.40

Weekly Top 5 Coordinators

Rank Agent Name District Weekly Sales Credits

1 JARQUE, MARIA VERONICA MINNEY 20,755.32

2 TIERCE, ANDREA MARIE DOWNEY 7,635.84

3 PAYNE, MICHELLE RENE KOHORST 5,942.48

4 GUZMAN, HUGO ANTONIO GESZ 3,559.79

5 TRUMAN, TAMMY M. TERRITORY COORDINATOR 3,185.17

Page 13: SD LV HI Territory Newsletter Friday July 25 2014

13

These production stats are for Week 29 2014 (July 13, 2014, to July 19, 2014)

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

1 BUFFONE, MARY CATHERINE RENTERIA 289,144.11 2 GUZMAN, HUGO ANTONIO GESZ 237,083.38 3 JARQUE, MARIA VERONICA MINNEY 205,053.26 4 TIERCE, ANDREA MARIE DOWNEY 198,347.46 5 KENT, ELIZABETH RENTERIA 162,295.94 6 DUNHAM, KYM ELIZABETH RENTERIA 159,912.06 7 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 137,025.38 8 TRUMAN, TAMMY M. TERRITORY COORDINATOR 136,813.42 9 PAYNE, MICHELLE RENE KOHORST 124,239.73

10 NORTHROP, NANCY MARIE GESZ 116,336.23

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

1 GUZMAN, HUGO ANTONIO GESZ $247,675.92 2 BUFFONE, MARY CATHERINE RENTERIA $234,155.04 3 JARQUE, MARIA VERONICA MINNEY $154,981.44 4 ROOD, BRIAN CRAIG DOWNEY $86,580.48 5 RAPAGNANI, THEODORE JOSEPH SMITH $85,074.67 6 WELTY, BRETT JASON WELTY $69,650.44 7 DIMMICK, AMBER MARIE DOWNEY $59,336.88 8 RENTERIA, LISA BETH RENTERIA $45,984.00 9 GOLDEN, MARK DELANO DOWNEU $39,270.24

10 CARRILLO, MELISSA DEE SORRENTINO $36,612.92

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

1 RAPAGNANI, THEODORE JOSEPH SMITH 10 2 WELTY, BRETT JASON WELTY 9 3 BUFFONE, MARY CATHERINE RENTERIA 7

4 (TIE) GARCIA, HECTOR ABARZUA 5 4 (TIE) STACY, TONI ABARZUA 5 6 (TIE) PARKS, JOEL GESZ 5 7 (TIE) ROOD, BRIAN CRAIG DOWNEY 4 7 (TIE) RENTERIA, LISA BETH RENTERIA 4 7 (TIE) CARRILLO, MELISSA DEE SORRENTINO 4 7 (TIE) HART, KEITH FRANCIS MCFARLAND 4 7 (TIE) COON, DARCY ELAINE GESZ 4 7 (TIE) MCAREE, GREGORY KEVIN WESTLUND 4

Page 14: SD LV HI Territory Newsletter Friday July 25 2014

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These production stats are for Week 29 2014 (July 13, 2014, to July 19, 2014)

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

1 GESZ, ANDRAS HENDERSON, NEVADA $243,264.48

2 DOWNEY, DEL EUGENE TEMECULA, CALIFORNIA $16,974.84

3 KOHORST, JACQUELINE LAS VEGAS, NEVADA $13,927.80

4 SMITH, TIMOTHY MITCHELL ESCONDIDO, CALIFORNIA $8,645.05

5 KAIRIS, WILLIAM DON LAS VEGAS, NEVADA $4,888.56

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

1 KOHORST, JACQUELINE $933,161.52

2 GESZ, ANDRAS $563,514.48

3 RENTERIA, JUNIOR, JESSE JOHN $270,214.85

4 SORRENTINO, GEORGE MICHAEL $259,549.34

5 DOWNEY, DEL EUGENE $223,998.84

6 SMITH, TIMOTHY MITCHELL $195,096.45

7 ABARZUA, JULIE $187,724.05

8 WESTLUND, LORIN KULM $154,862.48

9 WELTY, JEFFREY MICHAEL $137,700.49 10 MCFARLAND, COURTNEY JEANNE $90,616.38

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

1 SORRENTINO, GEORGE MICHAEL 21

2 SMITH, TIMOTHY MITCHELL 19

3 ABARZUA, JULIE 18

4 GESZ, ANDRAS 17

5 MCFARLAND, COURTNEY JEANNE 14

6 RENTERIA, JUNIOR, JESSE JOHN 12

7 WESTLUND, LORIN KULM 11

8 (TIE) DOWNEY, DEL EUGENE 10

8 (TIE) KOHORST, JACQUELINE 10

10 (TIE) ORNELLAS, RITA S. 9 10 (TIE) WELTY, JEFFREY MICHAEL 9

Page 16: SD LV HI Territory Newsletter Friday July 25 2014

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