so nv sd hi newsletter october 3 2013

Monday morning territory meetings!!

Territory LEADERS for 3 Q 2013 2-7

Golden Ticket contest for managers 8

HCR Update from AmeriFlex 9

2104 TKO Updates! 11-12

Updated Training Calendars for September/October 13

People of the Week in the Territory 15

Production Statistics for Week 36 2013 16-19

Inside this issue:

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VOLUME 7, ISSUE 40

Thursday, October 3, 2013

FOURTH QUARTER 2013 HAS BEGUN!

At this past Monday morning’s San Diego-area territory team meeting (at 9:30 am every Monday!), DGA Mitch Smith passed around to all the attendees the below senti-ments, a paragraph from a book by the Rev. Charles Ro-zell “Chuck” Swindoll. I have seen or read this many times before and thought I would pass it along to all:

Congratulations to our QUALIFIERS as of the end of 3rd Quarter 2013 (for trips, contingent on BQI > 75%)

SOUTHERN NEVADA\HAWAI’I\SAN DIEGO TERRITORY NEWSLETTER

3rd Quarter 2013 DGA Sales Plan Goal - JULIE ABARZUA 3rd Quarter 2013 DGA Sales Plan Goal-JACQUELINE KOHORST 3rd Quarter 2013 DGA Sales Plan Goal-KC HUNTER 3rd Quarter 2013 DGA Sales Plan Goal-SCOTT SATHRUM 3rd Quarter 2013 DGA Sales Plan Goal-GEORGE SORRENTINO

3rd Quarter 2013 ADM Sales Plan Goal-MELISSA CARRILLO

3rd Quarter 2013 ADM Sales Plan Goal-ERNIE DOBSON

3rd Quarter 2013 ADM Sales Plan Goal-BRIAN ROOD

3rd Quarter 2013 ADM Sales Plan Goal-LUIS VALLE

3rd Quarter 2013 ADM Sales Plan Goal-CHELSEA WARE

Leadership Development Conference January 6-9 2014 in Orlando Florida-DEL DOWNEY

Leadership Development Conference January 6-9 2014 in Orlando Florida-ANDRAS GESZ

Leadership Development Conference January 6-9 2014 in Orlando Florida-COURTNEY MCFARLAND

Leadership Development Conference January 6-9 2014 in Orlando Florida-GEORGE SORRENTINO

Leaders’ Conference-May 2014-Italy-Michael W McCarey Leaders’ Conference-May 2014-Italy - Andrea M. Tierce Leaders’ Conference-May 2014-Italy - Tammy M. Truman

People of the Quarter in the Territory


$ Sales Representative of the Quarter (Opener): Mike McCarey (Del Downey District)

$ New-Rookie Sales Representative of Quarter: Renae Jo Ball (Territory Enrollment Team)

$ Benefits Counselor of the Quarter: Margo Ramirez (Del Downey District)

$ Coordinator of the Quarter: Andrea Tierce (Del Downey District)

$ Highest # of Net Sales Credits for the Quarter): Mike McCarey (Del Downey District) $ Assistant Manager of the Quarter:

Melissa Carrillo (George Sorrentino District) $ District Manager of the Quarter:

Jacqueline Kohorst (Las Vegas, Nevada) $

Territory Leaders for 3rd Quarter 2013!


QUARTERLY Top 5 in Sales Credits Rank Agent Name District QUARTERLY Sales Credits

1 MCCAREY, MICHAEL WAYNE DOWNEY 267,835.04

2 TIERCE, ANDREA MARIE DOWNEY 95,442.79

3 CROSBY, PETER MUZZY MINNEY 76,607.33

4 TRUMAN, TAMMY M TERRITORY COORDINATOR 73,208.56

5 NORTHROP, NANCY MARIE GESZ 70,183.76

QUARTERLY Top 5 in Net New Account Sales Premium

Rank Agent Name District QUARTERLY Sales Premium

1 MCCAREY, MICHAEL WAYNE DOWNEY $212,956.32

2 CROSBY, PETER MUZZY MINNEY $50,895.20

3 WELTY, BRETT JASON WELTY $39,260.66

4 NORTHROP, NANCY MARIE GESZ $38,358.42

5 CARRILLO, MELISSA DEE SORRENTINO $28,693.05

QUARTERLY Top 5 in New & Rookie Sales Credits Rank Agent Name District QUARTERLY Sales Credits

1 BALL, RENAE JO TERRITORY ENROLLMENT TEAM 16,019.34

2 PARKS, JOEL ABARZUA 15,999.54

3 CASTRO, SABRINA RENEE ABARZUA 14,980.96

4 DIMMICK, AMBER MARIE DOWNEY 12,672.14

5 VALLE, LUIS RAFAEL DOWNEY 12,235.84

QUARTERLY Top 5 Districts in Area New Account Premium

Rank District Manager Name Area QUARTERLY Sales Premium

1 DOWNEY, DEL EUGENE SAN DIEGO $156,953.77

2 ABARZUA, JULIE LAS VEGAS $99,111.48

3 KOHORST, JACQUELINE LAS VEGAS $92,639.28

4 WELTY, JEFFREY MICHAEL SAN DIEGO $92,511.66

5 WESTLUND, LORIN KULM SAN DIEGO $75,174.95



QUARTERLY Top 5 Openers

Rank Agent Name District QUARTERLY Sales Credits



3 ROOD, BRIAN CRAIG DOWNEY 50,948.59

4 BUFFONE, MARY CATHERINE RENTERIA 47,736.31

5 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 46,090.74

QUARTERLY Top 5 Benefit Counselors


1 RAMIREZ, MARGARITA ALEJANDRA DOWNEY 67,570.86

2 SHEPHERD, RODNEY BRYAN DOWNEY 56,801.26

3 WELLER, JENNIFER TERRITORY ENROLLMENT TEAM 42,936.41

4 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 41,856.80

5 KENCHEL, ROGER STUART TERRITORY ENROLLMENT TEAM 39,734.80

QUARTERLY Top 5 Coordinators



2 TRUMAN, TAMMY M. TERRITORY COORDINATOR 73,249.34

3 PAYNE, MICHELLE RENE RENTERIA 26,426.67

4 DUNHAM, KYM ELIZABETH RENTERIA 10,002.27

5 ROOD, WENDY HARUYE DOWNEY 8,342.36



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



3 BUFFONE, MARY CATHERINE RENTERIA 223,833.84



6 DUNHAM, KYM ELIZABETH RENTERIA 177,680.59

7 SHEPHERD, RODNEY BRYAN DOWNEY 172,412.48



10 MCGLOTHEN, MARIA L. RENTERIA 155,124.34

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



3 MCGLOTHEN, MARIA L. RENTERIA $105,088.56

4 BUFFONE, MARY CATHERINE RENTERIA $84,786.04

5 DIMMICK, AMBER MARIE DOWNEY $72,620.04

6 VALLE, LUIS RAFAEL DOWNEY $72,336.87

7 PACK, WENDY DAWN RIFFEL $69,905.04

8 BAKER, PATTI JO GESZ $63,863.90


10 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM $53,363.71

Top Reps 3Q2013 Case CountsTop Reps 3Q2013 Case Counts Rank Agent Name District Case Count

1 WELTY, BRETT JASON WELTY 5.00

2 CARRILLO, MELISSA DEE SORRENTINO 4.00

3 (TIE) CROSBY, PETER MUZZY MINNEY 3.00

3 (TIE) MCCAREY, MICHAEL WAYNE DOWNEY 3.00

3 (TIE) ROOD, BRIAN CRAIG DOWNEY 3.00

6 (TIE) BARNES-LOWE, SHAWNA MARIE ABARZUA 2.00

6 (TIE) DIMMICK, AMBER MARIE DOWNEY 2.00

6 (TIE) HIRSCH, TIMOTHY DOUGLAS ABARZUA 2.00

6 (TIE) MARSH, GAYLE WESTLUND 2.00 6 (TIE) MCGLOTHEN, MARIA L. RENTERIA 2.00



Top Districts 3Q New Account PremiumTop Districts 3Q New Account Premium RankRank District ManagerDistrict Manager New Account PremiumNew Account Premium

1 DOWNEY, DEL EUGENE $156,953.77

2 ABARZUA, JULIE $99,111.48

3 KOHORST, JACQUELINE $92,639.28

4 WELTY, JEFFREY MICHAEL $92,511.66

5 WESTLUND, LORIN KULM $75,174.95

6 SORRENTINO, GEORGE MICHAEL $71,683.76

7 GESZ, ANDRAS $61,710.33

8 MINNEY, MICHAEL JAY $54,081.04

9 ORNELLAS, RITA S. $32,137.44

10 RENTERIA, JUNIOR, JESSE JOHN $30,914.80

Top Districts 3Q2013 Case CountTop Districts 3Q2013 Case Count RankRank District ManagerDistrict Manager Net 3Q2013 Case CountNet 3Q2013 Case Count

1 ABARZUA, JULIE 11

2 DOWNEY, DEL EUGENE 10

3 WELTY, JEFFREY MICHAEL 9

4 WESTLUND, LORIN KULM 7

5 (TIE) RENTERIA, JUNIOR, JESSE JOHN 5

5 (TIE) SORRENTINO, GEORGE MICHAEL 5

7 GESZ, ANDRAS 4

8 (TIE) MINNEY, MICHAEL JAY 3

8 (TIE) ORNELLAS, RITA S. 3

10 (TIE) HUNTER, KENNETH EARL 2

10 (TIE) KOHORST, JACQUELINE 2

Territory 3Q2013 StatisticsTerritory 3Q2013 Statistics New Account Premium $876,009.85

Total Sales Premium $2,926,769.05

New Cases 65.00

Broker Tiers 2

New Broker Contracts 18

3Q2013 2013 Contracts 50

Known Pending Contracts N/A

Contest for MANAGERS! Win a Golden Ticket to Italy!


Prize points/Leaders Conference spots up for grabs in 4th 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 contest.

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 1 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 qualify.

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!

Compliance Update

Question: What is the status of individual health insurance premium reim-bursement arrangements under the Affordable Care Act (ACA)?

Answer: As we had long feared, the agencies charged with enforcing the ACA have officially shut the door on most versions of employer-paid insurance premium reimbursement arrangements, in-cluding "pre-tax" arrangements through cafeteria plans ("Section 125" plans) and HRA-style premium reimbursement arrangements. This may come as a surprise to some who had been led to believe by out-spoken folks in the industry that such plans would remain viable un-der the ACA. There are a number of potential explanations for this deci-sion, but the bottom line is that the agencies are not to going to let em-ployers do what they likely perceive as an "end-run" around the ACA's requirements and enjoy a tax bene-fit at the same time.

For a more detailed expla-nation, please refer to IRS Notice 2013-54 (http://www.irs.gov/pub/irs-drop/n-13-54.pdf). Pay special at-tention to Question 1 and Answer 1 on page 6, which pertain to both HRAs and "employer payment plans" (including Section 125 ar-rangements for the reimbursement of individual insurance premiums).

AmeriFlex will have more details about this new guidance and how it will affect certain clients in the next few weeks. As always, we will work with our clients through this transition period to attain the best outcome possible under the circumstances

NEW! HSA Implemen-tation Updates

Consolidate your spending accounts with AmeriFlex

Employers across the country rely on AmeriFlex to admin-ister multiple types of tax-advantaged accounts. We make it easy, by offering the ability to put a Limited Purpose FSA alongside a Health Savings Account (HSA) on a single debit card!

Employers are often reluc-tant to switch HSA administrators for fear that their employees would incur account closing and rollover fees. We're pleased to announce that our HSA custodian, the Ban-corp Bank, now offers several in-centives to help reduce or eliminate the cost of these administrative fees:

Promotional Interest Payment: Bancorp will pay an additional $25 in interest to any account holder who rolls over an HSA balance of $500 or more after the account has been funded for 90 days. Based on industry review, this promotional interest payment should cover most or all rollover fees.

For clients with 100 HSAs or more, Bancorp will work directly with the current HSA administrator and pay any rollover fees owed di-rectly to them.

Any account holders with less than $500 have the option to spend down that account while also open-ing a new HSA. Employees can have two Health Savings Accounts with different custodians as long as they do not exceed the annual IRS contribution limits between the ac-counts. Employees can then direct all future contributions to their new HSA.

For additional information regarding our HSA programs, please contact us.

ACA Compliance Up-date

Your clients will need to have a plan in place to meet several of the ACA requirements - make sure you are asking the right questions!

Despite the delay to several of the Affordable Care Act (ACA) compo-nents, clients will be looking to have a solution in place to address these requirements within the next six to nine months. By conducting a self-assessment prior to 2015, clients can determine where they stand and how the healthcare changes will affect them. Key questions you should be asking them include:

1. How many of your current part-time employees will be considered full-time under ACA?

2. What are your projected health-care costs with these additional full-time employees?

3. How will you be monitoring your employees' hours worked to ensure you remain compliant and avoid the steep penalties for failure to com-ply?

4. Does your current benefits ad-ministration process allow eligible employees to auto enroll?

5. Is employee information cen-tralized, allowing you to run reports across your entire organization to provide evidence of ACA compli-ance efforts?

How will you be effectively manag-ing ACA compliance in the future?

From AmeriFlex


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mailto:[email protected]




Insurance is a highly regulated industry. You can't sell, solicit or negotiate insur-ance on behalf of Colonial Life/Paul Re-vere (and can't be paid commissions) unless you are properly licensed and ap-pointed, where applicable, in the resident or non-resident state.

It is your responsibility to be aware of each state's requirements and be properly licensed and appointed BEFORE you write business. Colonial Life/Paul Revere didn't create the licensing rules and ap-pointment compliance guidelines. Each state's Department of Insurance has strict regulations for licensing and appointing insurance producers.

License and appointment requirements vary by state for business entity brokers and their solicitors. Some states require only the agency, others require only solici-tors, and some require both.

Licensing Requirements for Individual Products

The signing agent must be licensed and appointed, where applica-ble, in the state where the appli-cation is taken.

Commissionable roles (enroller, opener and broker*) must be licensed and appointed, where applicable, in the state where the application is taken.

Licensing Requirements for Group Products

The signing agent and the enroller (commissionable role) must be licensed and appointed, where applicable, in the state where the application is taken.

Commissionable roles (opener and broker*) must be licensed and appointed, where applicable, in the situs state (home state of account/employer).

Licensing Requirements for Self-Enrolled, Harmony Co-browsing, Call Center Enrollments

License and appointment require-ments follow the resident state of the applicant, which is consid-ered in these instances to be the app- signed state.

If you violate these requirements, you and Colonial Life/Paul Revere could be fined or lose the right to do business in that state. If you would like more information related to state license requirements, please reference the National Association of Insurance Commissioners website (www.naic.org) or the National Insurance Producer Registry website (www.nipr.com).

To expedite the licensing process, you can apply online in most states for both resident and non-resident licenses. Please be aware that turnaround times vary by state and the license effective date must be prior to business being writ-ten. Remember, in order to receive enrol-ler, broker or opener commissions*, you must be properly licensed and appointed prior to business being written.

New or updated licenses can be sent to the license mailbox at [email protected] or faxed to the Licensing Department at 866-433-8917.

*For Paul Revere business, coordinator role must also be licensed and appointed in New York.

Follow Insurance Laws before Selling Colonial Life Products


Universal Life Rate Changes

Affecting prior-generation and current-generation policies Current credited interest rates will change for the following in-force Colonial Life Universal Life (UL) products: UL1000, UL97, UL97NL, UL97-NJ, UL97-GPO-NJ, UL90, UL92, ULNJ, UL185 (CP5/CP6), SCDC and Paul Revere product UL1000-NY.

Please note that the credited interest rate for Spectrum (100/200/300), Spectrum (110/210/310) and Spectrum 2000 (SF/LF) will remain unchanged at 5.00 percent. Finally, the credited interest rate for William Penn business administered by Colonial Life will remain unchanged.

Policyowner Notice

Policyowners receive detailed information regarding the status of their policies each year through the annual report process. The report shows the interest rate credited each month to their policy values. For that reason, policyowners will not receive any special notification regarding the interest rate change.

Colonial Life’s Universal Life Interest Rates

Colonial Life Products (Plan Codes) Current Portfolio Rate

Portfolio Rate Effective 9/30/2013

Fourth Gen - UL1000 5.00% 4.55%

Third Gen - UL97, UL97NL, UL97-NJ, UL97-GPO-NJ 4.45% 4.20%

Second Gen - UL90, UL92, ULNJ 4.50% Yrs 1-15 5.00% Yrs 16+

4.50% Yrs 1-15 4.80% Yrs 16+

First Gen - UL185 (CP5/CP6) 4.30% 4.10%

SCDC 4.50% 4.00%

http://naic.org

http://nipr.com





Las Vegas / Southern Nevada 2014 TKO Information


2014 Territory Kick-Off Meeting LAS VEGAS / SO. NEVADA New venue announcement

Monday, January 27th, 2014, 2012

Managersʼ Meeting 9 pm-12 pm, Full TKO 1 pm6 pm

6 pm8 pm Awards, Incentives & Dinner Reception

Spouses and significant others are not only welcome but encouraged to attend reception!

Maggiano’s Little Italy Restaurant

3200 Las Vegas Blvd South, Suite 2144

Las Vegas, Nevada 89109

(in the Fashion Show Mall)

San Diego 2014 TKO Information


2014 Territory Kick-Off Meeting SAN DIEGO

Tuesday, January 21st, 2014,

Managersʼ Meeting 9 pm-12 pm, Full TKO 1 pm6 pm,

6 pm8 pm Awards, Incentives & Dinner Reception

Spouses and significant others are not only welcome but encouraged to attend reception!

Location to be announced shortly, promise!

Terie Bradford, 2012 MVP

Territory Calendar : Now through November 2 2013


OCTOBER 2013 Calendar

Sunday Monday Tuesday Wednesday Thursday Friday Saturday

September 29 September 30 Steve Polk: LV Steve Polk 8 am MGR conf call

1 Steve Polk: CC 4 Q 2013 DDP Kickoff in Culver City

2 Steve Polk: SD Final National Sales Webinar of 2013: Disability Spotlight

3 Steve Polk: SD

4 Steve Polk: SD Stephen PTO

5

6 7 So Nev/San Diego 4Q Manager Mtg in Las Vegas at The M Resort (Steve Polk: LV)

8 ROBERT HORTON IS IN LAS VEGAS!!! (Steve Polk: LV)

9 ROBERT HORTON IS IN LAS VEGAS!!! (Steve Polk: LV) SD CLC: Prospecting (171)

10 ROBERT HORTON IS IN LAS VEGAS!!! (Steve Polk: LV) SD CLC: Prospecting (171)

11 Steve Polk: LV

12

13 14 Steve Polk: LV Steve Polk 8 am MGR conf call

15 LV CLC: Prospecting (171) Steve Polk is in Concord CA

16 LV CLC: Prospecting (171) Steve Polk is in Concord SD CLC: DDP Sales

17 Steve Polk is in Concord CA SD CLC: DDP Sales

18 Steve Polk: LV Stephen PTO

19

20 21 Steve Polk: SD Steve Polk 8 am MGR conf call

22 Steve Polk: SD SD CLC: DDP Recruiting SWAT

23 Steve Polk: SD LV CLC: Presenting to the DM (161) Stephen PTO (tentative)

24 Steve Polk: SD LV CLC: Presenting to the DM (161) SD CLC: Group Briefing

25 Steve Polk: SD

26

27 28 Steve Polk: LV Steve Polk 8 am MGR conf call

29 Steve Polk: LV 30 Steve Polk: LV

31 Steve Polk: LV

November 1 Steve Polk: LV

November 2

VOLUME 7, ISSUE 40

Leaders’ Conference 2014 Standings (through week 38) Agency and Public Sector Channel Leaders’ Conference Standings as of 5 am PDT 09/23/2013

New and Rookie Sales Representatives -- Net Sales Credits 9: Ray Gong 29: Maria Gonzalez New and Rookie Public Sector Sales Reps - Net Enroller Sales Premium New and Rookie Sales Representatives -- Number of New Accounts 33: Amber Dimmick New and Rookie Public Sector Sales Representatives -- New Account Net Sales Premium 28: Lori Wilkinson Sales Representatives 2: Mike McCarey (already qualified) 110: Rodney Shepherd 32: Andrea Tierce 130: Maria McGlothen 62: Cathy Buffone 131: Margo Ramirez 87: Tammy Truman 151: Peter Crosby 98: Kym Dunham 155: Lisa Renteria 99: Nancy Northrop Sales Representatives -- Number of New Accounts 6: Mike McCarey 43: Christina Polk 38: Maria McGlothen 49: Cathy Buffone Sales Representatives -- Benefits Counselors (Enrollers) 8: Rodney Shepherd 45: Jennifer Weller 11: Margo Ramirez 68: Edwin Velasquez 13: Ray Gong 72: Crystal Eckenroth 29: Kym Dunham 78: Joe Rubino 34: Roger Kenchel 88: Veronica Jarque-Uribe Sales Representatives -- Coordinators 2: Andrea Tierce (already qualified) 9: Tammy Truman (already qualified)

Manager Leaders’ Conference Standings Agency Development Managers 14: Melissa Carrillo 25: Chelsea Ware Public Sector Assistant Managers 46: Tony Thielges District General Agents and Public Sector Managers 33: George Sorrentino 99: Andras Gesz 63: Jackie Kohorst 124: Mike Minney 65: Del Downey 164: Jesse Renteria 69: Courtney McFarland 180: Chris Riffel Territory Managers 21: Steve Polk

Manager President's Club Standings Agency Development Managers 14: Melissa Carrillo Public Sector Assistant Managers 36: Tony Thielges District General Agents -- Small Office 29: Mitch Smith District General Agents -- Medium Office 8: George Sorrentino 38: Mike Minney District General Agents -- Large Office District General Agents -- Premier Office 17: Del Downey Public Sector Managers 7: Jesse Renteria Territory Managers 28: Steve Polk

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People of the Week in the Territory for Week 39 2013


Sales Representative of the Week (Opener): Eli Whitney (Jeff Welty District)

New / Rookie Sales Representative of the Week: Renae Jo Ball (Territory Enrollment Team)

Benefits Counselor of the Week: Margo Ramirez (Del Downey Dis-trict)

Coordinator of the Week: Tammy Truman (Territory Coordinator)

Highest Number of Net Sales Credits for the Week): Eli Whitney (Jeff Welty District)

Assistant Manager of the Week: Melissa Carrillo (George Sorrentino District)

District Manager of the Week: George Sorrentino (La Jolla, California)

WELCOME NEW SALES REPS:

√ ASR Ana Laura Acevedo (Michele Trumbo-McGrath District)

√ ASR Maribel Barco (Courtney McFarland District)

√ ASR Sheila C. Benson (Jacqueline Kohorst District)

√ ASR Debra Kaye (Andras Gesz District)

√ PSR Steven Miyamoto (Jesse Renteria District)

√ PSR Herald Mark McBride (Jesse Renteria District)

√ PSR Jesse Kaya Shain (Jesse Renteria District)

Territory Leaders for Week 39 2013 (week ending Sept. 28, 2013)


Weekly Top 5 in Sales Credits Rank Agent Name District Weekly Sales Credits

1 WHITNEY, ROBERT ELI WELTY 23,663.47




5 WELTY, BRETT JASON WELTY 12,624.88

Weekly Top 5 in Net New Account Sales Premium Rank Agent Name District Weekly Sales Premium

1 WELTY, BRETT JASON WELTY $14,805.50

2 CROSBY, PETER MUZZY MINNEY $9,244.82




Weekly Top 5 in New & Rookie Sales Credits Rank Agent Name District Weekly Sales Credits

1 BALL, RENAE JO TERRITORY ENROLLMENT TEAM $6,752.80

2 PARKS, JOEL ABARZUA $3,213.32

3 MENDOZA, MARIA LOURDES DOWNEY $1,910.91

4 HART, KEITH FRANCIS ROTH $1,576.48

5 JONES, CLARENCE J. GESZ $1,035.21

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

1 WELTY, JEFFREY MICHAEL SAN DIEGO $25,503.48

2 SORRENTINO, GEORGE MICHAEL SAN DIEGO $24,852.97

3 HUNTER, KENNETH EARL LAS VEGAS $12,415.44

4 MINNEY, MICHAEL JAY SAN DIEGO $12,315.48

5 KOHORST, JACQUELINE LAS VEGAS $12,181.68



Weekly Top 5 Openers

Rank Agent Name District Weekly Sales Credits

1 WHITNEY, ROBERT ELI WELTY 23,663.47



4 WELTY, BRETT JASON WELTY 10,008.76

5 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 8,292.52

Weekly Top 5 Benefit Counselors



2 GONZALEZ, MARIA EUGENIA TERRITORY ENROLLMENT TEAM 8,602.74

3 KENCHEL, ROGER STUART TERRITORY ENROLLMENT TEAM 8,187.20

4 BALL, RENAE JO TERRITORY ENROLLMENT TEAM 6,752.80

5 GONG, RAYMOND KWOCKMAN TERRITORY ENROLLMENT TEAM 5,753.07

Weekly Top 5 Coordinators




3 PAYNE, MICHELLE RENE RENTERIA 1,822.89


5 ROOD, WENDY HARUYE ROOD 1,180.24



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

1 MCCAREY, MICHAEL WAYNE DOWNEY 897,026.04 2 TIERCE, ANDREA MARIE DOWNEY 289,102.68 3 BUFFONE, MARY CATHERINE RENTERIA 223,833.84 4 TRUMAN, TAMMY M. TERRITORY COORDINATOR 200,985.86 5 NORTHROP, NANCY MARIE GESZ 189,245.18 6 DUNHAM, KYM ELIZABETH RENTERIA 177,680.59 7 SHEPHERD, RODNEY BRYAN DOWNEY 172,412.48 8 CROSBY, PETER MUZZY MINNEY 166,470.18 9 RAMIREZ, MARGARITA ALEJANDRA DOWNEY 166,414.48

10 MCGLOTHEN, MARIA L. RENTERIA 155,124.34

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

1 MCCAREY, MICHAEL WAYNE DOWNEY $655,820.49 2 CARRILLO, MELISSA DEE SORRENTINO $124,531.03 3 MCGLOTHEN, MARIA L. RENTERIA $105,088.56 4 BUFFONE, MARY CATHERINE RENTERIA $84,786.04 5 DIMMICK, AMBER MARIE DOWNEY $72,620.04 6 VALLE, LUIS RAFAEL DOWNEY $72,336.87 7 PACK, WENDY DAWN RIFFEL $69,905.04 8 BAKER, PATTI JO GESZ $63,863.90 9 NORTHROP, NANCY MARIE GESZ $54,053.94

10 POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM $53,363.71

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

1 MCCAREY, MICHAEL WAYNE DOWNEY 14.00 2 CARRILLO, MELISSA DEE SORRENTINO 9.00

3 (TIE) BAKER, PATTI JO GESZ 6.00 3 (TIE) MCGLOTHEN, MARIA L. RENTERIA 6.00 3 (TIE) MICHAEL-MARTIN, ELIZABETH ANN WESTLUND 6.00 3 (TIE) POLK, CHRISTINA DIANE TERRITORY ENROLLMENT TEAM 6.00 3 (TIE) WELTY, BRETT JASON WELTY 6.00

8 ROOD, BRIAN CRAIG DOWNEY 5.50 9 BUFFONE, MARY CATHERINE RENTERIA 5.00

10 (TIE) DIMMICK, AMBER MARIE DOWNEY 4.00 10 (TIE) PACK, WENDY DAWN RIFFEL 4.00 10 (TIE) STACY, TONI ABARZUA 4.00



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

1 DOWNEY, DEL EUGENE $582,862.06 2 SORRENTINO, GEORGE MICHAEL $291,038.46 3 RENTERIA. JUNIOR, JESSE JOHN $269,257.53 4 GESZ, ANDRAS $216,765.57 5 MINNEY, MICHAEL JAY $180,491.94 6 WESTLUND, LORIN KULM $178,831.25 7 MCFARLAND, COURTNEY JEANNE $167,614.29 8 WELTY, JEFFREY MICHAEL $166,826.41 9 ABARZUA, JULIE $164,920.20

10 RIFFEL, CHRISTOPHER TAVIS $128,789.67

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

1 DOWNEY, DEL EUGENE 23 2 RENTERIA. JUNIOR, JESSE JOHN 21 3 WESTLUND, LORIN KULM 18 4 GESZ, ANDRAS 17 5 WELTY, JEFFREY MICHAEL 16.5 6 SORRENTINO, GEORGE MICHAEL 16 7 ABARZUA, JULIE 15 8 MINNEY, MICHAEL JAY 11 9 MCFARLAND, COURTNEY JEANNE 10

10 RIFFEL, CHRISTOPHER TAVIS 8

Territory YTD StatisticsTerritory YTD Statistics New Account Premium $2,883,833.86

Total Sales Premium $9,281,819.67 New Cases 180.50

Broker Tiers 4 New Broker Contracts 41 YTD 2013 Contracts 153

Known Pending Contracts 7

Nevada: 10801 West Charleston Boulevard, Suite 125

Las Vegas, Nevada 89135-1214 702.861.1951

[email protected]

SOUTHERN NEVADA/HAWAI ’ I/SAN DIEGO/RIVERSIDE/IMPERIAL TERRITORY

California:

10920 Via Frontera, Suite 440 San Diego, California 92127-1732

858.386.4452

Updated Territory Hard Calendar (up-to-date September 27, 2013)

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so nv sd hi newsletter october 3 2013

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