Rule #5 : Don’t Waste Your Energy on Those Who Don’t Get on Your Bus: “It’s simple, my man. Some people are going to get on your bus and some people won’t. Don’t worry about the people who don’t get on your bus. Don’t waste your energy on them. Don’t try to make them get on. You can’t drive anyone else’s bus. You can only drive your bus” = Jon Gordon, The Energy Bus, page 70 Welcome New Reps! 4 Run Through the Warehouse! Leaders 5 Birthdays and Anni- versaries 6-7 Calendars 8-9 Onboarding Webinars 10- 11 Broker Newsletter March 2014 13- 14 Weekly Honor Roll Week 10 15- 19 Inside this issue: End of quarter deadlines: 1 Q 2014 Manual business – received by Monday, March 24th, 2014 to guarantee 1st Qtr processing. Clean electronic business – received by 3 pm PDT on Thursday, March 27th, 2014 to guarantee 1st Qtr processing. New business – will continue to process until approximately 3 p.m. PDT Friday, March 28th, 2014 for 1st Qtr processing. No compensation payment impacts. New agent/broker contracts – received by Friday, March 21st, 2014 to guarantee first quarter processing. For the contract to be considered complete, the new candidate must have passed the market conduct test, have a license, and any background issues need to be explained. We’ll process contracts received after March 17th in the order received, but this doesn't guarantee processing for the first quarter. For an easier, faster and paperless contracting system, visit the Online Contracting page on Propr. Review contracts submitted online 24/7 on your online dashboard. Questions? Email [email protected]. Commission Set Up Sheets (CSUS) – 5-business-day turnaround time when received. Make sure business you submit is clean business. Deadlines Are Important When you meet quarter-end processing deadlines, it ensures that we have enough time to process your business before we calculate quarterly bonuses. We'll continue to process your business until the deadline, but we don't guarantee that it will count for this quarter. To count for quarter-end bonuses, the business must be submitted and processed in this quarter. For most other bonuses paid on a year-to-date basis, business not submitted and processed on time is counted for the next quarter and paid accordingly. Holding your business or not meeting these deadlines could affect your bonus payout. See your compensation plan guide for complete details at Compensation > Plans, Schedules & Policies > [your compensation plan for your contract type]. So Please Remember To Submit business immediately and frequently. Don't wait until the last minute. If you send in your business early, we have more time to address any submission errors or unclean business. It's even more important toward the end of the quarter so we can process your business before cut-off dates. Keep your license and appointment current and up to date with us. Fax your updated license for each state in which you need to be appointed to (866) 433-8917 or email to [email protected]. Turnaround time is 24/48 hours to be updated. Please include your producer code number. Use Electronic Signature Capture when possible for quick processing. Mail completed paper applications immediately after transmitting electronic non-signature business. Always include a copy of your Sales Summary with the signed applications and retain a copy for your records in a secured location. Use the updated Track-an-App on Propr to track the status of your applications. Click the Business links in Work Essentials. Friday, March 14, 2014 Volume 8, Issue 10
Transcript
Rule #5: Don’t Waste Your Energy on Those Who Don’t Get on Your Bus: “It’s simple, my man. Some people are going to get on your bus and some people won’t. Don’t worry about the people who don’t get on your bus. Don’t waste your energy on them. Don’t try to make them get on. You can’t drive anyone else’s bus. You can only drive your bus” = Jon Gordon, The Energy Bus, page 70
Welcome New Reps! 4
Run Through the Warehouse! Leaders
5
Birthdays and Anni-versaries
6-7
Calendars 8-9
Onboarding Webinars 10-11
Broker Newsletter March 2014
13-14
Weekly Honor Roll Week 10
15-19
Inside this issue:
End of quarter deadlines: 1 Q 2014 Manual business – received by Monday, March 24th, 2014 to guarantee 1st Qtr processing.
Clean electronic business – received by 3 pm PDT on Thursday, March 27th, 2014 to guarantee 1st Qtr processing.
New business – will continue to process until approximately 3 p.m. PDT Friday, March 28th, 2014 for 1st Qtr processing.
No compensation payment impacts.
New agent/broker contracts – received by Friday, March 21st, 2014 to guarantee first quarter processing. For the contract to be considered complete, the new candidate must have passed the market conduct test, have a license, and any background issues need to be explained. We’ll process contracts received after March 17th in the order received, but this doesn't guarantee processing for the first quarter.
For an easier, faster and paperless contracting system, visit the Online Contracting page on Propr. Review contracts submitted online 24/7 on your online dashboard. Questions? Email [email protected].
Commission Set Up Sheets (CSUS) – 5-business-day turnaround time when received.
Make sure business you submit is clean business.
Deadlines Are Important When you meet quarter-end processing deadlines, it ensures that we have enough time to process
your business before we calculate quarterly bonuses. We'll continue to process your business until the deadline, but we don't guarantee that it will count for this quarter.
To count for quarter-end bonuses, the business must be submitted and processed in this quarter. For most other bonuses paid on a year-to-date basis, business not submitted and processed on time
is counted for the next quarter and paid accordingly. Holding your business or not meeting these deadlines could affect your bonus payout. See your compensation plan guide for complete details at Compensation > Plans, Schedules &
Policies > [your compensation plan for your contract type]. So Please Remember To
Submit business immediately and frequently. Don't wait until the last minute. If you send in your business early, we have more time to address any submission errors or unclean business. It's even more important toward the end of the quarter so we can process your business before cut-off dates.
Keep your license and appointment current and up to date with us. Fax your updated license for each state in which you need to be appointed to (866) 433-8917 or email to [email protected]. Turnaround time is 24/48 hours to be updated. Please include your producer code number.
Use Electronic Signature Capture when possible for quick processing. Mail completed paper applications immediately after transmitting electronic non-signature
business. Always include a copy of your Sales Summary with the signed applications and retain a copy for your records in a secured location.
Use the updated Track-an-App on Propr to track the status of your applications. Click the Business links in Work Essentials.
Friday, March 14, 2014 Volume 8, Issue 10
2
NEVADA & HAWAI’I ONLYNEVADA & HAWAI’I ONLYNEVADA & HAWAI’I ONLY: Cancer Assist is here—webinars and product intro info below
Regarding our new product, we will be offering a series of Cancer Assist webi-nars. Cancer Assist will be available for sales in Harmony® beginning Monday, April 28., 2014
Tune in to one of these sessions to learn more about our new exciting individual Cancer Assist product:
NEXT WEEK! Wednesday, March 19, 4 to 5 p.m. ET (1 pm PT, 10 am Hawai’i time)
Friday, April 4, 11:30 a.m. to 12:30 p.m. ET (8:30 am PT, 5:30 am Hawai’i time)
Wednesday, April 16, 1 to 2 p.m. ET (10 am PT, 7 am Hawai’i time)
To access the webinar, use this link and call into the appropriate conference line:
Go to: https://egc.unum.com/jreece/
From your desk, call: ext. 56703
From a company cell, call: 207.575.6703
From an external phone, call toll free: 888.238.7803
Passcode: 6786286
We appreciate your support! Let us know if you have any questions. Thank you.
This is for producers with an A&HThis is for producers with an A&HThis is for producers with an A&H---type license in NEVADA and HA-type license in NEVADA and HA-type license in NEVADA and HA-WAI’I only. WAI’I only. WAI’I only. This product is not approved for sales yet in CaliforniaThis product is not approved for sales yet in CaliforniaThis product is not approved for sales yet in California!!!
3
MONTHLY National PRODUCT SPOT-LIGHT WEBINARS WILL START April 2
4
Welcome New Reps! These new reps joined our territory last week: Rene Allen, Rita Ornellas District Myrna Lynne Cariaga, Rita Ornellas
District Von Brian Hampton, Jesse Renteria
District Adam P. Jankowski, Courtney
McFarland District Al K. Mamdani, Julie Abarzua District Joyce Thomas, Courtney McFarland
District ₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰₰
Home-Office News: Company-issued VISA gift cards The brief 12-hour interruption of service at our Visa card vendor has been delayed by one week. The new schedule that all unused cards will be inactive is from 9 p.m. CST on Sunday, March 23 through 9 a.m. CST on Monday, March 24.
Previous e-mail sent on Feb. 5, 2014
Because of a system upgrade at the provider of our Visa gift card program, all unused cards will temporarily be inactive from 9 p.m. on Sunday, March 16 through 9 a.m. CST on Monday, March 17. In addition, their website, Myprepaidcenter.com, and the self-service portion of the 800 customer service number will also be unavailable during that time.
For those of you who have ordered Visa gift cards in the past year for your salespeople or award recipients, we recommend that you let them know about this brief 12-hour in-terruption of service.
Please let Stephen know if you have any questions about this at [email protected]
5
Plan Busters and Winners
Run like you stole it!
You’ll want to do just that if you’re one of the grand prize winners running through the ware-house! There isn’t much time left to get those final new accounts and rack up the new account sales premium. Not only will you get to take home incredible prizes, but you’ll spend a fan-tastic weekend in Chicago with some of your fellow “partners in crime.”
Don’t forget about the Wild Card spots. You might not be No. 1 in your category, but that doesn’t mean you won’t have an opportunity to win big! Rack up tickets and increase your odds. We’ll draw for three lucky winners in April. Read the contest brochure for how to qualify for the Wild Card Spots.
If that isn’t enough to tempt you to be a grand prize winner, read what former grand prize win-ners have to say about the electrifying Run Through The Warehouse experience. And take a minute (1:27 to be exact) to see the exciting video of former winners reliving the thrill of the run.
“I remember finishing second in my category one year, and we focused so hard to make sure we won it the following year,” says Joe Conley, District General Agent, Dallas. “The
Four Seasons Chicago was, and it’s still one of the best places we’ve ever stayed”.
“It was awesome! We snagged a pretty im-pressive haul in our sprint,” says Nona Sny-der, Agency Sales Rep, San Marcos, Texas.
“With limited time to grab unlimited prizes, your adrenaline will get the better of you”, says Tom Wagoner, Agency Sales Rep, Findlay, Ohio. “The Four Seasons Chicago is amazing, but the best part was making close personal friends with top producers”.
“It was like we were shot out of a cannon at the start to get to the prizes we wanted,” says Gail Solomon, DGA, Bonita Springs, Fla. “The excitement was off the charts!”
Don’t miss this amazing opportunity to win terri-fic prizes, enjoy Chicago and have fun with your fellow grand prize winners.
There’s still time to qualify!
Bill Deehan
Senior Vice President
Sales
Our territory’s national leaders with 3 weeks left:
Jackie Kohorst, 1st national ly among DGAs in Manager Sales Premium
Liz Martin, 25th nationally among ADMS in Manager Sales Premium and 37th nationally in Manager Opener.
Brett Welty, 15th nationally among ASRs in Sales Rep / Direct, 16th na-tionally among ASRs in Sales Rep / Broker Influenced, and 17th nationally among ASRs in Sales Rep / New Ac-count Sales.
Steve Polk is also on the leaderboard among TSMs nationally (this category does not publish interim rankings, only the names of the leaders).
6
March 2014 Birthdays
Agent Name Month Day
RA, JIN‐OK ANNA 3 1
CARUSO, JOHN 3 1
RAMIREZ, MARGARITA ALEJANDRA 3 1
RAMIREZ, MARGARITA ALEJANDRA 3 1
ZEICHNER, ISIDORO 3 2
POLOTT, STEVE 3 2
WONG, MARGARET Y 3 2
STANLEY, CHARLES MARVIN 3 2
SAITO, ROBERT WILLIAM 3 2
FILLIS, DAVID ELMER 3 2
FUKUHARA, HARRY MARK 3 3
BALDWIN, ROBERT ANDREW 3 4
VAERST, SUNNA 3 6
LEONARDO, JOSEPHINE 3 7
COON, DARCY ELAINE 3 7
SABETI, EBRAHM 3 10
RABACAL, ROY H 3 12
MAIRS, ALLEN RAYMOND 3 14
SUMILE, MARCIA MARIE DOMINGO 3 14
DONOVAN, JAMES JOSEPH 3 15
MAHER, GREGORY FRANCIS 3 16
SKOLNICK, NEIL 3 16
STANLEY, CHRISTOPHER 3 16
VELASQUEZ, EDWIN MANUEL 3 17
DOVE, DAVID ALLEN 3 17
THIELGES, ANTHONY THOMAS 3 18
THOMAS GANTHER, BECKY 3 19
LOUIE, CAROLYN 3 19
POLK, STEVE 3 19
MARSH, GAYLE 3 20
SNIDER, RONALD EDWARD 3 21
MCCARTY, HAROLD ROBERT 3 21
FUJIMOTO, MELVIN HIDEO 3 22
WEAVER, RANDY W 3 24
ROSSETTI, JOHN PAUL 3 24
LEAVITT, RODNEY B 3 24
FONSECA, RICHARD 3 24
BROWN, WILLIAM R 3 26
STALMAH, GEORGE BERNARD 3 26
WELTY, JEFFREY MICHAEL 3 27
AUYANG, HERMAN SHANG‐KEEN 3 27
BORINGDON, KURT 3 27
PULIDO, SUSANA 3 28
COGDILL, BARRETT LINDSEY 3 28
HONEYCUTT, PAUL ELIOT 3 29
MORALES, ROBERT 3 30
KENNEDY, SHARLET MARIEA 3 31
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March 2014 Colonial Life Anniversaries
Agent Name Career Start Date Anniversary #
Ric Namey 3/24/1968 46
Arlene Francois 3/15/1982 32
Stephen O'Connor 3/30/1988 26
Wanda McGinty 3/23/1989 25
Hugo Guzman 3/22/1997 17
Charles Pine 3/1/1999 15
Leslie Penczek 3/31/2003 11
Ronald Day 3/10/2004 10
Yvonne Cochran 3/15/2007 7
Coleen Leda 3/19/2007 7
Crystal Eckenroth 3/16/2009 5
Wendy Rood 3/29/2010 4
Vero Jarque 3/10/2011 3
Deborah Bellino 3/1/2012 2
Patrick Horgan 3/5/2012 2
Venus Gabuyo 3/14/2012 2
Jim Kistner 3/27/2012 2
Ron Schaefer 3/7/2013 1
Michelle Deis 3/12/2013 1
Carrie Casey 3/15/2013 1
Bradley Davis 3/19/2013 1
Matt Casabar 3/20/2013 1
Travis Motosue 3/20/2013 1
Gayle Marsh 3/27/2013 1
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Calendar 1: Territory Calendar for the Next 30 Days!
14 STEVE IN LV MARCH MANIA 2014 RACE National Sales Webinar, 10 am
15 TERIE IN HAWAI’I
16 Week 12 TERIE IN HAWAI’I
17 STEVE IN SD TERIE IN HAWAI’I DGA School at home office Territory Enrollment Team Meeting, San Diego 3-5 Andrew Baldwin, 84, 10:30
18 STEVE IN SD TERIE IN HAWAI’I DGA School at home office Matthew Casey, 8, 9:15 Lorin Westlund, 30, 10:00 Andrew Baldwin, 150, 10:30 Lorin Westlund, 25, 11:00 Mitch Smith, 800, 2:30 Louis Petrancosta, 800, 3:00
19 STEVE IN SD Las Vegas Colonial Life College Presenting to the D M Class TERIE IN HAWAI’I DGA School at home office KC Hunter, 6, 9:00 Lorin Westlund, 25, 9:30
20 STEVE IN SD Las Vegas Colonial Life College Presenting to the D M Class TERIE IN HAWAI’I Wendy Pack, 65, 9:00 Russell Brown, 37, 10:00 Karla Modersitzki, 7, 10:30 Lorin Westlund, 40, 11:00 Jennifer Moya, 8, 11:00
21 STEVE IN SD TERIE IN HAWAI’I Lorin Westlund, 47, 10:00 Louis Petrancosta, 180, 11:00
22 TERIE IN HAWAI’I
23 Week 13 TERIE IN HAWAI’I
24 STEVE IN LV TERIE IN HAWAI’I Territory Enrollment Team Meeting, Las Vegas 3-5
25 STEVE IN LV Las Vegas Colonial Life College Benefits Counselor Class Lorin Westlund, 40, 8:30 Louis Petrancosta, 250, 9:00 Lorin Westlund, 45, 9:30 Melissa Carrillo, 15, 10:00 Lorin Westlund, 15, 10:30 Keith Ford, 9, 1:00 Keith Ford, 20, 2:30
26 STEVE IN LV San Diego Colonial Life College Prospecting Class (170) Las Vegas Colonial Life College Benefits Counselor Class Lorin Westlund, 27, 9:00 Joel Parks, 12, 9:00 Joel Parks, 12, 9:00 Lorin Westlund, 35, 2:00
27 STEVE IN LV San Diego Colonial Life College Prospecting Class (170) Liz Martin, 800, 8:30 Lorin Westlund, 30, 10:30 Andrew Baldwin, 25, 1:15
28 STEVE IN LV Will Vourlas, 6, 10:00
29 TERIE IN HAWAI’I
30 Week 14 Quarter 2
31 STEVE IN SD
TUESDAY APRIL 1 STEVE IN Los Angeles-DDP
2 STEVE IN SD DDP Direct Sales SWAT Will Vourlas, 420, 1:00
3 STEVE IN SD DDP Direct Sales SWAT Lorin Westlund, 30, 10:30
4 STEVE IN SD 5
6 Week 15 Quarter 2
7 STEVE IN LV 2 Q 2014 RACE Las Vegas office closed: move
8 STEVE IN LV 2 Q 2014 RACE Las Vegas office closed: move
9 STEVE IN LV 2 Q 2014 RACE NEW Las Vegas office OPENS Lorin Westlund, 40, 8:30 Lorin Westlund, 23, 10:00 Patti Baker, 20, 2:00
10 STEVE IN LV TERRITORY‐WIDE MANAGERS’ MEETING @ RED ROCK, 9‐5
2 Q 2014 RACE Lorin Westlund, 15, 10:00
11 STEVE IN LV 2 Q 2014 RACE
SATURDAY APRIL 12
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Calendar 2: Weekly Recurring Sales Rep Calendar
Effective leaders embrace and practice consistency.
But as a value, note the different meanings of consistency: - harmonious uniformity; reli-ability; logical coherence, agree-ment.
Some leaders focus on creating harmonious uniformity. Military leaders understand and practice this aspect of consistency, with the standardization of planning processes, organization, equip-ment, and even personnel.
Some leaders focus on reliabil-ity. When you need them, they are there. You know the leaders you can always rely on.
Some leaders focus on logical coher-ence and agreement. They excel at creating an environment where peo-ple and processes easily connect in a logical manner. Successful leaders within large organizations tend to ex-hibit this trait, engaging various par-ties to work together – almost natu-rally.
For me personally, the value of con-sistency is about reliability – to be dependable, faithful, and authentic.
Robert Ferguson, FergusonValyues.com
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Monday New Rep (OnBoarding) Webinars
Day Date 6:00 am PT 7:00 am PT 9:00 am PT
Monday 3/17/2014 Sales Performance Harmony® Setup Using Wellness for Working Conditions
Monday 3/24/2014 Basic Flexible Benefits Harmony® Enrollment New Account Welcome Process
Monday 3/31/2014 Propr Using Wellness for Working Conditions My Account Administration
Monday 4/7/2014 Colonial College Benefits Communication & Ed. Track An App
Monday 4/14/2014 Business Quality Index LinkedIn Data Security
Monday 4/21/2014 New Account Welcome Process Sales Performance Business Q uality Index
Monday 5/12/2014 Track An App Colonial College Using Wellness for Working Conditions
Monday 5/19/2014 Sales Performance Business Quality Index Benefits Communication & Ed.
Monday 5/26/2014 Using Wellness for Working Conditions Colonial College LinkedIn
Monday 6/2/2014 My Account Administration Data Security Sales Performance
Monday 6/9/2014 Harmony Enrollment New Account Welcome Process Basic Flexible Benefits
OnBoarding Services offers training webinars every Mon-day!! Since this past August 26th, each Monday at 9 am, 10 am & 12 pm Eastern Time, the Onboarding Services team has conducted a rotating series of national webinars to sup-port managers and their teams. The list of topics, dates and times for the remainder of the first half of 2014 are shown in the chart above. You will also find a webinar flier on the next page that can be used to promote these webinars with your teams. We are all committed to your growth and suc-cess. Gain the knowledge, skills and tools needed to train and develop a successful team by participating in the educa-tional webinars! If you have any questions at all please don’t hesitate to reach out to the Onboarding team at 877-486-4930. (See next page.)
11
Monday morning OnBoarding webinars
12
Leaders’ Conference/President’s Club 2015 2015 President’s Club The Ritz-Carlton, Grand Cayman April 13-15, 2015 From the moment you arrive at the Ritz-Carlton, Grand Cayman, on April 13, 2015, you’ll be greeted and pampered as if you were the only guests at this exclusive resort. With the lush surroundings, the beautiful furnishings and excep-tional hospitality that’s expected of a Ritz-Carlton Resort, you’ll bask in the luxury of this world-renowned location. Sitting on the world-famous Seven Mile Beach, the Ritz-Carlton, Grand Cayman is an icon. The re-sort boasts five restaurants, two outdoor pools, and Blue Tip, a challenging world-class Greg Nor-man designed nine-hole golf course. Attendees will stay in ocean view rooms and have all meals and tours provided during President’s Club. This elegant resort is the fitting reward for all your hard work. It’s time to bask in the sunshine and renew your spirit. Some of your amenities for this elite group of salespeople during President’s Club are: Ocean-view rooms overlooking
the famous Seven Mile Beach. This stretch of sand was voted the best in the Caribbean by Condé Nast readers.
All meals. Hospitality cabanas on the
beach. Complimentary activities for
the two days at President’s Club.
2015 Leaders Conference
The Ritz-Carlton, Grand Cay-man, April 15-19, 2015
Qualify for the 2015 Leaders Conference, and you’ll join the fun, arriving on April 15, 2015,
for a four-night stay. You’ll also enjoy the resort that
U.S. News & World Re-port voted one of the “Best Hotels in the Caribbean” for
2013. Take the opportunity to sooth your spirit at the Silver
Rain Spa (a La Prairie Spa), voted one of the World’s Best Spas (2010 -2012) and No. 1 in the Caribbean by Condé Nast
Traveler. With all the onsite water
sports included, you’ll have plenty of time to have fun with your Colonial family &
friends. Grand Cayman offers a di-
verse range of activities for the energetic, the nature lov-
ers and the die-hard shop-pers. Take a stroll through the streets of Georgetown and you will feel like one of
the “Rich and Famous” travel-ers that frequent this Carib-
bean gem. You don’t want to miss this
fantastic Leaders Conference. Make a plan to be there for
your Grand Escape.
13
March 2014 Broker Newsletter (p 1 of 2)
* Employee Retirement Income Security Act of 1974
14
March 2014 Broker Newsletter (p 2 of 2)
15
These production stats are for Week 10 2014 (March 2, 2014 to March 8, 2014)
Territory 1 Q 2014 Statistics (as of 03/14/2014)Territory 1 Q 2014 Statistics (as of 03/14/2014) 2014 YTD New Account Premium (as of 03/08/14) $928,136.52
2014 YTD New Total Sales Premium (as of 03/08) $1,,997,259.92
2014 YTD Net New Cases 45
2014 YTD New Broker Tiers 3
2014 YTD New Broker Contracts 7
2014 YTD New Rep Contracts 43
Known Pending Contracts 3
Top Opener, Week 10 2014: Elizabeth Kent (Jesse Renteria District)
Top Benefits Counselor, Week 10 2014: Laura Renova (Jackie Kohorst District)
Top Coordinator, Week 10 2014: Andrea Tierce (Del Downey District)
Most Sales Credits, Week 9 2014: Elizabeth Kent (Jesse Renteria District)
Top Rookie, Week 9 2014: Keith Hart (Chris Roth District)
The correct protocol for a Colonia Life agent that is market-ing and they run across a Colonial Life account is to thank them for their business, smile, and leave. This protocol is the only acceptable practice in the above-mentioned situation. We do not ask who their agent is, whether they are happy, or mention the status of a rep’s contract with our organization. As the manager for an entire territory, I have a responsibility to support all of our active agents and their accounts throughout our entire team. I will support anyone who fol-lows proper protocol or conversely protect the agent whose account was approached by another agent and not han-dled/communicated in the proper fashion. Each manager is able to request active status of an account, rep, or broker by asking TEAs Stephen or Marti; please do so via email, how-ever, so that there is record of your request without involving the client. Professionalism and teamwork is how I expect our team to operate on a daily basis and moving forward this is my continued expectation from everyone in our organization.
Message from Steve Polk:
Protocol
Colonial Life Las West Charleston Pavilion (until 4/9)
