las vegas san diego newsletter 013114
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It's the Las Vegas TKO edititon: One for the ages!TRANSCRIPT
Special Issue:
2014 TKO—Las
Vegas Style
Yup, pardners, it was a full house last Monday the 27th (okay, I promise- no more gambling puns this whole issue) as Southern Ne-vada formally kicked off 2014 with a major celebration. Thanks to superstar TEA Marti Black (ably assisted by Trent Smith and Heather Schoenwald) , the entire event went off like a charm, with only the most minimal of hitches. Great job, Marti! Marti noted, when asked, that “So many people said that it was wonderful meeting - even today as they come to phone
lab, the word is still there - present-ers were to the point, articulate, answered all questions and were FUN, very informative, great mate-rial available. … I am so glad this is a once a year event, but true, this year was full of energy and people responded very well to the event.” By the time the event (and the dancing) ended after 8 pm, over 100 people total had attended some part of the meeting or the dinner afterwards—a new record for our territory! Wow!
The Energy Bus returns next week in its now-traditional front-page location. This week, the focus is on the LV TKO.
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Breaking the Century Mark: Kicking Off 2014
in Las Vegas style!
Volume 8 Issue 5 Friday January 31 2014
21 / Monday AM webinars
New reps and managers: Please see the list on page 20. These is the latest New Rep and OnBoarding webi-nar schedule for the first half of 2014!
22/ Health Protection Tool Kit
Last Issue we had noted the availability of the FINANCIAL Protection Toolkit. On Propr. Home office as now notified us that the entire HEALTH PROTECTION Toolkit is also ready!
23 / Contests in Las Vegas
Superstar Regional In-structor Trent Smith has spearheaded the creation of 2 area-specific contests for February in Nevada. See the details on pages 22 and 23!
25 / New TR in San Diego
Welcome to MELISSA DAVIS! On Monday, Janu-ary 27, 2014, Melissa joined Colonial Life (from Aflac, no less) as the Territory Re-cruiter for the California and Hawai’i areas of our territory!
DGA of the Year People Development And the winner is …. (sound of envelope opening) …Andras Gesz!
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DGA of 4th QTR People Development And the winner is …. (sound of envelope opening) …Julie Abarzua!
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DGA of the Year People Development 2nd Place
And the winner is …. (sound of envelope opening) …Angie Vargason!
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DGA of the Year Total Sales Plan and Openers
And the winner is …. (sound of envelope opening) …Andras Gesz!
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DGA of the Year Total Sales Plan and 2nd Place Openers
And the winner is …. (sound of envelope opening) …Jackie Kohorst!
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PSM of the Year People Development And the winner is …. (sound of envelope opening) …Jesse Renteria!
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PSM of the Year Total Sales Plan and Openers
And the winner is …. (sound of envelope opening) …Jesse Renteria!
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Benefits Counselor of the Year 3rd Place
And the winner is …. (sound of envelope opening) …Ed Thurow!
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Rookie ASR of the Year New Account Sales Premium
And the winner is …. (sound of envelope opening) …Greg Maher!
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Rookie ASR of the Year New Accounts And the winner is …. (sound of envelope opening) …Greg Maher!
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Rookie ASR of the Year New Accounts—2nd Place
And the winner is …. (sound of envelope opening) …Jesse Brown!
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Sales Representative of the Year: Number of New Accounts
And the winner is …. (sound of envelope opening) …Maria McGlothen!
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Sales Representative of the Year: Net New Account Sales Premium
And the winner is …. (sound of envelope opening) …Cathy Buffone!
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Sales Representative of the Year: OVERALL
And the winner is …. (sound of envelope opening) …Cathy Buffone!
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Sales Representative of the Year: 3rd PLACE
And the winner is …. (sound of envelope opening) …Maria McGlothen!
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Sales Representative of the Year: NEW ACCOUNTS: 3rd PLACE
And the winner is …. (sound of envelope opening) …Cathy Buffone!
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Sales Representative of the Year: NEW ACCOUNTS: 2nd PLACE
And the winner is …. (sound of envelope opening) …Maria McGlothen!
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Monday Morning Webinars: Onboarding and Education
Essentially, it shows you how web traffic is flowing in real-time and it does it all without you having to install anything.
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N E T W O R K I N G
Day Date 6:00 am Pacific Time 7:00 am Pacific Time 9:00 am Pacific TimeMonday 2/3/2014 Benefits Communication & Education Colonial College Business Quality IndexMonday 2/10/2014 Harmony® Setup New Account Welcome Process Data SecurityMonday 2/17/2014 Harmony® Enrollment My Account Administration Sales PerformanceMonday 2/24/2014 Using Wellness for Working Conditions Track An App Colonial CollegeMonday 3/3/2014 Benefits Communication & Ed. Data Security Basic Flexible BenefitsMonday 3/10/2014 LinkedIn Business Quality Index ProprMonday 3/17/2014 Sales Performance Harmony® Setup Using Wellness for Working ConditionsMonday 3/24/2014 Basic Flexible Benefits Harmony® Enrollment New Account Welcome ProcessMonday 3/31/2014 Propr Using Wellness for Working Conditions My Account AdministrationMonday 4/7/2014 Colonial College Benefits Communication & Ed. Track An AppMonday 4/14/2014 Business Quality Index LinkedIn Data SecurityMonday 4/21/2014 New Account Welcome Process Sales Performance Business Quality IndexMonday 4/28/2014 Benefits Communication & Ed. Basic Flexible Benefits Harmony® SetupMonday 5/5/2014 LinkedIn Propr Harmony® EnrollmentMonday 5/12/2014 Track An App Colonial College Using Wellness for Working ConditionsMonday 5/19/2014 Sales Performance Business Quality Index Benefits Communication & Ed.Monday 5/26/2014 Using Wellness for Working Conditions Colonial College LinkedInMonday 6/2/2014 My Account Administration Data Security Sales PerformanceMonday 6/9/2014 Harmony Enrollment New Account Welcome Process Basic Flexible BenefitsMonday 6/16/2014 Harmony Setup My Account Administration ProprMonday 6/23/2014 LinkedIn Business Quality Index Colonial CollegeMonday 6/30/2014 Track An App New Account Welcome Process Business Quality Index
Health Protection Toolkit: Now Available through Online Ordering
Accident, cancer, critical illness and hospital confinement insurance help provide a safety net for employees and their families in the event of a cov-ered accident or covered illness. The new Health Protection Toolkit high-lights key marketing materials available to help you effectively position our accident, cancer, critical illness and hospital confinement products. Don’t forget to couple this resource guide with the updated Financial Protection Toolkit, which provides the same key information on life and disability prod-ucts. You can find the toolkits via Online Ordering. Check them out as a great resource for referencing frequently used sales materials.
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Congratulations: 16 Leader ’s Conference Qualifiers
Congratulations to coordinator Andrea Tierce – for the 3rd time in the past 4 years, the National Coordinator of the Year (agency channel). Andrea also qualified for President’s Club 2014 and Leaders’ Conference 2014. Kudos to Mike McCarey as well. For his work in our territory in 2013, he also qualified for President’s Club 2014 and Leaders’ Conference 2014; in addition, he was 1st runner up for the National Founder’s Award for Sales Representative new Account Sales Premium and 2nd runner up for Sales Representative of the year – Agency Channel. Other 2014 Leaders’ Conference attendees from our terri-tory are as follows (solely and completely based on the list released by home office this morning via Colonial Life News and on the attached PDF: Cathy Buffone, DDM Melissa Carrillo, ADM Peter Crosby, ASR Ernie Dobson, ADM Del Downey, DGA Kym Dunham, ASR Ray Gong, ASR Roger Kenchel, ASR Jackie Kohorst, DGA (my apologies, Jackie, I inadvertently left you off the first new announcement) Mike Minney, ADM Margo Ramirez, ASR Brian Rood, ADM Rodney Shepherd, ASR George Sorrentino, DGA Tammy Truman, ASR Our territory appears to have led the country for a second consecutive year with 16 attendees to Leaders’ Conference (and it would have been 17 with Mike McCarey)!!
RACE EVENT: February 10-14, 2014, both offices (the contest on this flyer has been replaced by the ones on pp. 23-24.
NEXT ISSUE: A brief informal autobiography from Melissa Davis as well as comments from Steve Polk about the crucial role recruiting will play in achieving 2014 sales plan goals
Hello! There is a NEWHello! There is a NEWHello! There is a NEW Territory Recruiter in Territory Recruiter in Territory Recruiter in
San Diego!San Diego!San Diego!
We welcome to our team Melissa Davis. Melissa
started this past Monday, January 27th, as the
new Territory Recruiter in San Diego. Melissa
takes over for Jennifer Nila. Jennifer moved on
over into Field Sales as an ASR on the Mike
Minney Team effective January 1st, 2014. The
San Diego office produced appointed 284 people
over the past two years, so Melissa will have
some big shoes to fill in Jennifer’s.
NEWSLETTER DIVISION
Colonial Life Las Vegas West Charleston Pavilion 10801 West Charleston Boulevard, Suite 125 Las Vegas NV 89125-1214 Phone: (702) 862-1951 Fax: (702) 228-4397 TSM Steve Polk: [email protected] RI Trent Smith: [email protected] TR Heather Schoenwald: [email protected] TEA Marti Black: [email protected] Colonial Life San Diego Pinnacle Executive Centre 10920 Via Frontera, Suite 440 San Diego, CA 92127-1732 Phone: (858) 386-4452 Fax: (858) 451-9939 TSM Steve Polk: [email protected] RI Terie Bradford: [email protected] TR Melissa Davis: [email protected] TEA Stephen Sims: [email protected]
Melissa’s corporate cell phone number is 1-760-
445-2315, her direct line phone number at the
office here is 1-858-386-4456, and finally her
CLA e-mail is [email protected].. In an
emergency, she can also be reached at 1-858-
568-8586, but please use that only as a last
resort. And as a reminder, Melissa has the PDF
file of the 2014 compensation cards (pocket
prompters) if you need the, They are not yet
available via online ordering
Returns next issue