Oregon/Idaho Newsletter 7.8.2014

OREGON/IDAHO TERRITORY

ERIC WEILAND TE R R I T O R Y S A L E S MA N A G E R

Tuesday July 8, 2014

Contents Announcements for July 7th-11th

-Welcome to...new agents! -Class registration & dates -RSVP for summer picnics! Idaho deadline is July 15th!

Important info regarding Colonial managed laptops Ride the Recruiting Wave! Contest Weekly Numbers (Week 27) 3rd Quarter Numbers, YTD Numbers New accounts Monday Morning Webinar Schedule (through December) Let’s hit plan! Where are we currently? 2015 President’s Club & Leaders Conference 2014 President’s Club & Leaders Conference Pictures! Calendar– What’s coming up? Territory Office Info

Fourth of July Lake—Idaho

2

Jeff Edwards (ASR—Cornett)

Elena Filenova

(ASR—Bringhurst/Bringhurst)

Upcoming Classes and Trainings

Please note– classes 170 (prospecting) and 161 (selling to the employer) have been combined into one 3 day class,

180– Direct Marketing. Class 901 is Harmony Enroller.

Contact RI Branden Campbell

with any questions at [email protected]

or 503.333.3206 Click HERE to register for classes!

Portland Class Dates July 15-17 Class 180 July 23 Public Sector w/ Todd Mason—RSVP to Alex by 7/21 July 29 Class 901 *DATE CHANGE August 12-14 Class 180 August 28 Class 901 Boise Class Dates August 20-22 Class 180 *DATE

CHANGE August 22 Class 901

Lori Smith—7/10

Brian Engelhard—7/11

Buck Wagner—7/14

Katie Bearden—7/14

From all of us at the

Territory office,

happy birthday!

Propr Webinar for

New Salespeople

The Monday and Thursday Propr

webinars are no longer being

offered. It is available on the

rotation of Monday webinars

through Onboarding– check out

page 10 for times!

To the Oregon/

Idaho team!

Contests

2015 President’s Club & Leader’s Conference

Ride the Recruiting Wave!

Call Clinics at the Territory Office

Every Monday 1-5pm

Every Friday 9am-5pm

Keep your week filled by coming to the call clinics and sched-uling those DM appointments. Dialing for dollars!

We’ll see you there!

Summer Picnics RSVP by 7/1 (OR) or 7/15 (ID)

Oregon ~

August 2nd

Idaho ~

August 23rd

https://producer.coloniallife.com/ContactUs/EmailColonialCollege.asp?Audience=ProducerNet&EmailTo=ColonialCollege&Subject=Colonial%20College%20Course%20Registration

3

Windows XP Support FAQ

Common questions about Windows XP support

Microsoft has announced that it will end support, including critical security patches, for Windows XP in April 8, 2014. Due to

the increased risk that this creates, Colonial Life will continue to provide limited support for laptops with Windows XP until Au-

gust 1, 2014. As such, you should start preparing for this transition soon.

What should I do with my old laptop?

Prior to August 1, you should backup all of your personal data and then run the Factory Recovery CD that came with your lap-

top. For some backup tips, please see the article on Propr here.

What if I can’t find my Factory Recovery CD?

We understand that that it may have been years since you’ve seen that disc. We’ve got your back. Just shoot us an email to recov-

[email protected] with the model number, serial number, along with a physical mailing address and we’ll get one mailed out to you.

What happens when I run the Factory Recovery CD?

The Factory Recovery CD will restore your laptop to the way it was when it left the factory. It will not have any of the programs that you have

installed now. All of your personal data and documents will be gone. It will not be encrypted or have any Colonial Life software installed.

That is why we stress the importance of backing up your data before you run the recovery CD.

Will I be able to use Harmony® on the Go with this or any other Windows XP computer?

It is not recommended to use the device on a computer that was not certified for Windows 7 or Windows 8. There are potential driver com-

patibility issues that we can’t foresee. In addition, the processor and amount of RAM on older machines would provide less than desirable

performance.

What options do I have to continue enrolling for Colonial Life?

Here are some potential options (in no particular order):

After restoring your Windows XP laptop, you will still be able to use it for access to Propr and Harmony Online. Note that as many

websites are upgraded, they will no longer support IE8.

If you have/purchase a modern laptop or tablet, you can enroll online now.

If you have/purchase a personal Windows 7 or Windows 8 laptop, you will be able to use Harmony® on the Go for offline enroll-

ments when it is released this summer.

You can start a new lease with Rush Computer Rentals.

You can rent a laptop from Rush Computer Rentals.

What will happen to my laptop after August 1st?

If you do not restore it back to its factory state by using the Factory Recovery CD, Colonial Life will take actions to disable it. We strongly

recommend that you backup all of your personal data and then run the recovery CD.

If you have additional questions, contact Enrollment Solutions at 1.800.438.6423 (Option 2 and 5).

PLEASE READ THE FOLLOWING:

https://my.coloniallife.com/producers/My%20Office/Device%20Support/Colonial%20Life%20Managed%20Laptops/Data%20Backup.aspx

mailto:[email protected]

mailto:[email protected]

4

5

Week 27 Numbers….

Top 10 Openers Wk 27 Sales

GRIFFETH, JEFFREY $21,025

BLAISDELL, JERRY $4,838

BRINK, DON $3,985

PINES, ZARA $3,376

BRYANT, MARGARET $3,365

ELLENA, PHIL $3,225

CORNETT, KEVIN $1,635

NEVILLE, KATHERINE $1,612

KEZELE, VIRGINIA $1,450

WAGNER, BUCK $1,185

WTD Top 3 DGA’s

KEZELE, WILLIAM $24,405

ROBINSON, RITA $19,355

THURSTON, DOUGLAS $15,329

Top 20 Benefit Counselors WK 27 Net Sales

Credits

GRIFFETH, JEFFREY 7,358.82

BUSCHMAN, ROXANA 1,732.36

NEVILLE, KATHERINE 1,715.33

WILLIS, JENNIFER 1,641.77

CORNETT, KEVIN 1,430.81

LEACH, SUSAN 1,240.35

JARVIS, RONALD 1,089.56

KEZELE, VIRGINIA 1,039.37

HILLIER, ERIK 701.64

MORRIS, PAUL 214.54

ROBISON, MARK 207.32

BRINK, DON 184.41

PAVENTY, GREG 143.64

TILFORD, JD 111.51

MARTIN, MICHAEL 100.63

WALDRAM, MATTHEW 81.48

— —

— —

— —

— —

WTD Top 3 ADM's

TAYLOR, MARY $2,061

PAVENTY, GREG $410

IRINAGA, MICHAEL $288

Nice job! Keep up the good work!

6

Top 25 Openers QTD-2014

Sales



BRINK, DON $3,985

PINES, ZARA $3,376


ELLENA, PHIL $3,225


NEVILLE, KATHERINE $1,612


WAGNER, BUCK $1,185

HILLIER, ERIK $651

WILLIS, JENNIFER ELIZABETH $482

IRINAGA, MEGAN $288

WALDRAM, MATTHEW $233

MORGESTER, CHRISTINE $192

BALLWEBER, THERESA $94

BUSCHMAN, ROXANA $51

— —

— —

— —

— —

— —

— —

— —

— —

QTD Top 3 DGAs by % of Plan

KEZELE, WILL 24.9%

ROBINSON, RITA 21.0%

CORNETT, ERIC 2.6%

Top 25 Benefit Counselors QTD Total Net

Sales Credits







JARVIS, RONALD 1,089.56


HILLIER, ERIK 701.64

MORRIS, PAUL 214.54

ROBISON, MARK 207.32

BRINK, DON 184.41

PAVENTY, GREG 143.64

TILFORD, JD 111.51

MARTIN, MICHAEL 100.63

WALDRAM, MATTHEW 81.48

— —

— —

— —

— —

— —

— —

— —

— —

— —

Quarter to Date

Numbers…. (As of Week 27)

QTD Top 3 ADMs by Premium

TAYLOR, MARY 4.0%

PAVENTY, GREG 0.9%

IRINAGA, MIKE 0.6%

7

Top 25 Openers YTD-2014

Sales

WAGNER, BUCK $215,031


BRINK, DON $149,515

PINES, ZARA $146,716


MAURICE, CHRIS $33,835

TAYLOR, THOMAS $30,975

WALDRAM, MATTHEW $27,663

IRINAGA, MEGAN $24,211

HEZELTINE, JOHN $24,127


MORGESTER, CHRISTINE $19,070


GENDVILAS, TONY $18,112

CURTIS, THOMAS $16,984

POLDERVART, STEVE $15,738


WILLIS, JENNIFER $12,054

SCHULER, CAROL $11,936

WOLF, BENNETT $11,452

MELNIK, PATRICIA $10,678

ALEXAKOS, DEBORAH $10,544

WARREN, LARAE $10,399

ELLENA, PHIL $9,004

MORRIS, PAUL $7,159

YTD Top 3 DGAs by % of Plan

KEZELE, WILL 37.7%

ROBINSON, RITA 36.7%

MAXWELL, DENISE 36.1%

Top 25 Benefit Counselors YTD Total Net

Sales Credits




MORGESTER, CHRISTINE 26,723.91

BRYANT, MARGARET 25,640.65

KUNKLER, KAREN 20,164.12

HEZELTINE, JOHN 11,568.18


WALDRAM, MATTHEW 9,502.26

PACE, STEPHEN 8,633.17

MAURICE, CHRIS 8,409.18

TAYLOR, THOMAS 8,350.10



ROBISON, MARK 6,625.26

MORRIS, PAUL 6,496.89


BRINK, DON JEFFREY 5,625.67

WAGNER, BUCK 5,584.55

POLDERVART, STEVE 5,508.37

GIRT, TRESSA 5,190.39

IRINAGA, MEGAN 4,734.55

PINES, ZARA 4,669.45

WOLF, BENNETT 4,008.20

GENDVILAS, TONY 3,893.96

Year to Date

Numbers…. (As of Week 27)

YTD Top 3 ADMs by Premium

FORD, BROOK 34.4%

TAYLOR, MARY 31.0%

BRINGHURST, STEVE 21.7%

8

3rd Quarter Case Goal= 31 Currently: 3

2014 Case Goal= 168 Currently: 40

3rd Quarter Premium Goal= $894,001 Currently: $63,500

2014 Premium Goal= $5,870,000 Currently: $1,568,207

9

Congratulations to the following agents and the new accounts they’ve brought to the territory in the past week!

Agents who opened an account

Brook Ford/Bennett Wolf (2)

Channing Baker

Validated accounts (Case count)

Clear Vue Inc.

(Jeff Griffeth)

T Austen Investment Inc.

(Erik Hillier/ Rita Robinson)

Zenith Properties NW LLC

(Zara Pines)

https://egc.unum.com/ksamra Conference Number—1888-238-7803 Participant Code—6783527 *Please note all times are listed in eastern standard time.*

10

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 furnish-ings and exceptional 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 resort boasts five restaurants, two outdoor pools, and Blue Tip, a challenging world-class Greg Norman 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 Carib-

bean 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 Cayman 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 Report 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 on-site water sports included, you’ll have plenty of time to have fun with your Colonial Life family and friends. Grand Cayman offers a diverse range of activities for the energetic, the nature lovers and the die-hard shoppers.

Take a stroll through the streets of Georgetown and you will feel like one of the “Rich and Famous” travelers that frequent this Caribbean gem.

You don’t want to miss this fantastic Leaders Conference. Make a plan to be there for your Grand Escape.

11

SUN MON TUE WED THU FRI SAT 6 7 8 9 10 11 12

13 14 15

RSVP deadline for Idaho BBQ

16 17 18 19

20 21 22 23

24 25 26

27 28 29 30 31

July 2014

Alex on Vacation

SUN MON TUE WED THU FRI SAT

1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30

31

August 2014

Link to sign up for classes on the announcements page! Questions?

Contact RI Branden Campbell at 503.333.3206 or [email protected]

Class 180—Direct Marketing (Boise) Idaho

Oregon

Class 180—Direct Marketing (Portland)

Class 901—Harmony (Portland)

Class 901—Harmony (Portland)

Enroller Forum w/ Sheilah Rund

(Boise)

Enroller Forum w/ Sheilah Rund

(Portland)

Public Sector w/ Todd Mason 9-

11am (Portland)

12

Oregon/Idaho Territory

Office Contact Info

Eric Weiland, Territory Sales Manager

503.329.3168 (Cell)

503.416.0552 (Office)

[email protected]

Aimee Mattson, Territory Recruiter

503.416.0553 (Office)

503.459.3127 (Cell)

[email protected]

Branden Campbell, Regional Instructor

503.416.0554 (Office)

503.333.3206 (Cell)

[email protected]

Alex Jacks, Territory Executive Assistant

503.416.0551 (Office)

[email protected]

Address:

5285 Meadows Road, Ste. 370

Lake Oswego, OR 97035

Main Line: 503.416.0550

Fax: 503.598.4733

Documents

Oregon/Idaho Newsletter 7.8.2014