O C T O B E R 9 , 2 0 1 3 V O L U M E 6 , I S S U E 3 9

L O O K W H A T ’ S I N S I D E :

Randy’s Roundup...

Welcome New Agents

Calendar

Information

President’s/Leaders Conference

Fourth Quarter is upon us and as you know, this is always our busiest and most productive quarter all bundled together with the least amount of available working days. Scheduling tightly and efficiently are critical. Things to consider:

1. Is your prospecting activity at its highest level?

There are more income producing opportunities than any other time.

2. Have you reconnected with all of your existing accounts for open enrollments, new eligible employees, etc.?

3. Have you made your broker partners aware of all the Colonial value adds, benefits communications, cost saving strategies and new group products?

4. Are you focused on winning our current “Knockin ‘em down...and lettin ‘em roll” contest?

We have some very cool prizes waiting for YOU!

The most current Samsung tablet, the Galaxy Tab 3

The newest Samsung Chromebook

Sony Blu-Ray Disc/DVD Player

Multiple gift cards and a lot more!

You must turn in your report to Julie and your DGA every Monday by 10:00 a.m. to have your activity and new groups qualify! This is a contest to qualify

for, DON’T MISS YOUR OPPORUTUNITY.

The Territory goal for the 4th Quarter is $2,030,158! I need everyone on board to accomplish this. Let’s all work hard this quarter, take advantage of the opportunities in the marketplace and enjoy the income and bonuses!

...Leaders Conference in Italy, France and Monaco is still there for ALL of us!

Have a great week!

Randy

2 The Rising Sun

Welcome to Colonial Life! We are glad you have chosen a career path that will prove to be successful!

All of us at the Territory Office are here to help you in any way we can to get you started on the right

foot! Our main phone number is 317-456-0501. The following employees are based out of the Territory

Office:

Randy Yurczyk—Territory Sales Manager—317-456-0502

Julie Pruitt—Territory Exec. Asst.—317-456-0501

Jeff Luxenberg– Regional Instructor —317-456-0504

Open—Territory Recruiter—765-437-2451

Fax— 317-575-9177

Please don’t hesitate to contact any of us!

Propr Webinar for New Salespeople

Get the hang of our website

Every Monday and Thursday at 2 p.m. ET, the Onboarding Services Team conducts a webinar to help our new salespeople get

familiar with the My Colonial Life Propr website.

If you would like to join:

Call: 888.238.7803 / Access Code: 2136933#

3 The Rising Sun

Please use the number and link below for the webinars:

https://egc.unum.com/onboarding3/

Conference Number: 1-888-238-7803 Participant Code: 654321

Get the training you need for your Monday morning team meeting!

There are so many reasons

to join a Monday webinar…

Educate your team!

A great way to set up the week’s expectations: cover new and

important topics!

Help you engage your team on a regular basis!

Venue for interaction!

Cover important topics!

Maximize each sales meeting!

We are committed to your growth and success.

Gain the knowledge, skills and tools needed to train and develop a successful team

by participating in educational webinars.

Webinars will be held every Monday

9:00am – 10:00am – 12:00pm EST

Educational Webinars conducted by Onboarding and Development Services

4 The Rising Sun

*NOTE: This is a “Success Calendar” to help kick-start your career and to keep you on track. These activities should be

done every day, every week, every month. Our Territory EVENTS/TRAINING calendar is on the next page.

5 The Rising Sun

October 2013 Sun Mon Tue Wed Thu Fri Sat

1 2 3 4 5

6 7 RACE Event Kickoff

8 9 10 11 Managers Meeting; Call Clinic

12

13 14 Call Clinic 15 16 17 18 Call Clinic

19

20 21 Call Clinic 22 23 24 25 Bowling/Pizza Party Contest Wrap

26

27 28 Call Clinic

29 30 31

Hair Raising October Events:

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

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

Monday, October 7—Knockin ‘em down...and letting ‘em roll RACE kick off

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

Friday, October 25—Knockin ‘em down...and letting ‘em roll contest wrap up—Woodland Bowl

6 The Rising Sun

Territory Overview W E E K 4 0 T O P A C H I E V E R S

Territory Week 40:

2 New Case

0 New Contract

Production: $63,954

Territory Quarter to Date:

2 New Cases

0 New Contracts

Production: $63,954

Territory YTD:

52 New Cases

89 New Contracts

Production: $1,682,796

Jeff Brindle

DGA

$19,279

Parrish Peachee

DGA

$5,415

Susan Denzio

ASR Peachee District

$5,107

Louis Hobbs

ASR Plant District

$4,941

Larry Duncan

ASR Peachee District

$3,916

Ruth Plant

DGA

$3,895

Nice way to start the Quarter Team Brindle with $29,988. Team Peachee

and Team Plant also kicked off the quarter on the “right foot”. I like these

positive trends that I’m seeing!

Ky Yarling (Plant District) leads the ADM team with $5,049. Keep it up Ky!

Let’s get all teams working on all cylinders in the 4th Quarter and end the

year on a high note!

Who has hit: Agent Name ADM DGA

10K90 Achieved

QTR Achieved

HALL, JUSTIN SCOTT KIRKHAM, BILLY WOOD, LINDSEY YES 3

HOWELL, DONALD OGLE, RYAN BRINDLE, JEFFREY YES 3

LUBS, MARK DANIEL BRILL, DAVID WOOD, LINDSEY YES 3

ALLEY, MARY ELLEN OGLE, RYAN BRINDLE, JEFFREY D YES 3

7 The Rising Sun

*See next page for Contest Tracking Report, due dates and other important information.

8 The Rising Sun

Contest Tracking Report

It is important to keep in mind, that the Contest Tracking Report is due to the Terri-tory Office on the dates below in order to qualify. Failure to turn in your weekly tracker on time, will disqualify you for that week. Each tracker has three (3) tabs at the bottom (ASR tracker below). Please complete the appropriate tab (either ASR, ADM or DGA) and return to both your DGA and me (jpruitt@coloniallife.com). Due dates for the Contest Tracking Reports are as follows:

Monday, October 14 – 10:00 a.m.

Monday, October 21 – 10:00 a.m.

FRIDAY, OCTOBER 25 – 10:00 a.m.

The contest will end on Friday, October 25 with a Bowling and Pizza Party at:

Woodland Bowl

3421 E. 96th Street

Indianapolis, IN 46240

317-844-4099

Bowling from 12:00-3:00

Don’t forget, it is YOUR responsibil-ity to turn in your complete Contest Tracking Report by the dates listed above, failure to do so will disqualify you for that week. No exceptions will be made.

Week 1 Leader Board

9 The Rising Sun

Financial Protection Toolkit Piece Available

A new resource guide for positioning life and disability insurance

Updated: 10/07/2013

Life and disability insurance help employees and their families achieve financial security by providing a safety net to

help maintain their standard of living if the unexpected occurs. The new Financial Protection Toolkit guide is a one-

stop shop to help you identify the tools, tips and services you can use to effectively position our life and disability

products. The toolkit also provides form numbers for all of our life and disability materials so you can easily locate

them in online ordering.

10 The Rising Sun

Territory Kick-off Meeting

Ritz Charles

12156 N Meridian St Carmel, IN 46032

(317) 846-9158

11 The Rising Sun

12 The Rising Sun

13 The Rising Sun

1st Quarter Winners:

Jeff Brindle—Gold

Ryan Ogle—Silver

2nd Quarter Winners:

Mark Lubs—Silver

David Brill—Silver

Teresa Christman—Silver

Ryan Ogle—Silver

3rd Quarter Winners:

3rd Quarter Winners have not

been announced as of

10/9/2013. 4th Quarter Winners:

14 The Rising Sun

Prize points and Leaders Conference spots up for grabs in fourth quarter sales contest Just like Charlie Bucket found the golden ticket to enter Willy Wonka's Chocolate Factory, you could draw a golden ticket to Leaders Conference in Italy. All you have to do is come out on top during our Golden Ticket fourth quarter sales con-test.

The contest is for territory managers, district managers and unit managers. This promotion is based on A-rep new ac-count sales in fourth quarter. The drawing will take place in early January at the Leadership Development Conference in Orlando, Fla.

We'll draw Golden Tickets to the 2014 Leaders Conference:

One Golden Ticket from the pool of qualifying territory managers

Two Golden Tickets from the pool of qualifying district managers (DGAs/PSMs)

Two Golden Tickets from the pool of qualifying unit managers (ADMs/PSAMs)

We'll also have a second drawing and award 300,000 prize points to:

Two territory managers

Four district managers (DGAs/PSMs)

Four unit managers (ADMs/PSAMs)

Everyone who achieves the set goals will receive 50,000 prize points.

How it works:

1. An A-rep is defined as someone contracted in 2013.

2. One ticket will be placed in the drawing for A-reps contracted in first, second or third quarter 2013 who have $10,000

in new account sales during fourth quarter 2013. The unit, district and territory manager each receive one ticket.

3. Two tickets will be placed in the drawing for A-reps contracted in fourth quarter 2013 who have $5,000 in new ac-

count sales during fourth quarter 2013. The unit, district and territory manager each receive two tickets.

Prerequisites:

District managers and unit managers much achieve at least 75 percent of their annual sales plan to qualify.

District managers must have at least five tickets and $150,000 in district sales during the 2013 calendar year to qual-

ify.

Unit managers must have at least five tickets and $75,000 in unit sales during the 2013 calendar year to qualify.

Territory managers must have at least 35 tickets to qualify.

All levels must have at least 75 percent BQI to be entered into the drawing.

For reps who have dual code numbers, tickets will be awarded to the manager who the rep's PCN points to.

Finish the fourth quarter strong, and a lucky golden ticket might be yours. Look out, Italy!

Will you win a golden ticket to Italy?