fmnd magazine_2015

Bankers Life’s Forget Me Not Days® 2015 Report

Volunteers raise over $350,000 nationwide | Events held in more than 200 cities

BSO 2029 • Jacksonville, FL $35,000

OF THE YEAR!TOP FUNDRAISER

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BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 2

Branch Office Totals 2015

1014 Concord, NH1014 C Burlington, VT

1018 Portland, Me1018 B Bangor, ME1018 C Augusta, ME

1033 Fairfield, CT1033 D Fishkill, NY1033 E White Plains, NY1033 F New London, CT1033 H Hartford, CT

1056 Phildelphia, PA1056 D Allentown, PA1056 E West Chester, PA1056 F Northeast Philadelphia, PA1056 G Lancaster, PA

1067 Hagerstown, MD1067 A Winchester, VA1067 B Frederick, MD

1098 Parsipany, NJ1098 A Suffern, NY1098 B Paramus, NJ

1290 Los Angeles, CA1290 B Palmdale, CA1290 D Pasadena, CA1290 E North Hollywood, CA1290 F Camarillo, CA

1850 Brea, CA

2022 Clearwater, FL2022 A St Petersburg, FL2022 B Spring Hill, FL

2029 Jacksonville, FL 2029 C Fleming Island, FL

2041 Columbia, SC2041 A Florence, SC 2041 B Greenwood, Sc

3081 Grand Rapids, MI3081 A Traverse City, MI 3081 B Mt Pleasant, MI

3083 Kalamazoo, MI3083 A South Bend IN3083 B Ft Wayne, IN3083 C Michigan City, IN

3164 Detroit, MI3164 B Troy, MI3164 C Roseville, MI

1051 Harrisburg, PA

1052 Toms River, NJ1052 C Staten Island, NY1052 D South Jersey, NJ1052 E Princeton, NJ1052 F Brooklyn, NY

1062 Pittsburgh S, PA1062 B Pittsburgh E, PA

1089 Cleveland S, OH

1099 Somerset, NJ1099 A Jersey City, NJ

1161 Columbus, OH1161 A Zanesville, OH

1169 Youngstown, OH

1835 Modesto, CA1835 A Pleasanton, CA

2013 Ft Lauderdale, FL

2019 Daytona Beach, FL

2021 Tampa, FL

2025 Sarasota, FL2025 B Ft Myers, FL2025 D Melbourne, FL2025 E Lady Lake, FL

2043 Wilmington, NC2043 B Greenville NC2043 F North Myrtle Beach, SC2043 G Raleigh, NC

2045 Charlotte, NC2045 G Boone, NC2045 H Lake Norman, NC2045 I Asheville, NC

2048 Greenville, SC2048 A Spartanburg, SC

2054 Augusta, GA

2057 Charleston, SC

2059 Montgomery, AL

2082 Louisville, KY

2087 Lexington, KY

2164 Virginia Beach, VA

2173 Baltimore, MD2173 A Annapolis, MD2173 B Bel Air, MD

3021 Orland Park, IL3021 E Kankakee, IL3021 F Champaign, IL

3031 Indianapolis ,IN3031 B Evansville, IN3031 D Bloomington, IN3031 E Owensboro, KY

3035 Lafayette, IN3035 D Crown Point, IN

3051 St. Louis, MO

3055 Belleville, IL

3071 Milwaukee WI

3073 Green Bay, WI3073 A Oshkosh, WI

3091 Lansing, MI3091 A Ann Arbor, MI

3093 Saginaw MI3093 A Fort Gratiot, MI

4021 San Antonio TX4021 D Corpus Christi, TX4021 F McAllen, TX

4042 Dallas TX4042 B Irving, TX4042 C Ft Worth, TX4042 D McKinney, TX4042 E Wichita Falls, TX

4057 Oklahoma City, Ok4057 A Lawton, OK

4071 Kansas City, MO4071 C Warrensburg, MO4071 D St Joseph, MO4071 E Harrisonville, MO

4075 Topeka, KS4075 C Lenexa, KS4075 D Manhattan, KS

4091 Wichita, KS

4095 Tulsa, OK

4097 Little Rock, AR

5012 Minneapolis, MN5012 C Duluth, MN

5041 Omaha, NE

5053 Denver South, CO5053 A Colorado Springs, CO5053 C Grand Junction, CO

5074 Las Vegas, NV

7001 Syracuse, NY

7005 Long Island, NY7005 A Queens, NY

7007 Albany, NY

1011 Boston, MA1011 D Providence, RI

1068 Dover, DE1068 A Newark, DE1068 B Salisbury, MD

1082 Cleveland N, OH1082 A Akron, OH

1086 Erie, PA1086 A Grove City, PA1086 B Jamestown, NY

1177 Dayton, OH

1291 Long Beach, CA1291 A Santa Monica, CA

1292 San Luis Obispo,CA1292 A Bakersfield, CA

1710 Chico, CA1710 D Redding, CA1710 E Eureka, CA

1725 Bay Area, CA1725 B Daly City, CA

1820 Sacramento, CA1820 B Santa Rosa, CA

1860 San Diego, CA1860 A Oceanside, CA1860 C Mission Valley, CA

2014 West Palm Beach, FL2014 B Palm City, FL

2033 Orlando FL2033 A Orlando, FL

2051 Atlanta E, GA2051 B Dawsonville, GA

2058 Atlanta W, GA2058 C Columbus, GA2058 D Peachtree City, GA

2062 Birmingham, Al

2086 Nashville, TN2086 B Chattanooga, TN2086 C Bowling Green, KY

3013 Chicago, IL3013 A Libertyvile, IL3013 B Oakbrook Terrace, IL3013 C North Riverside, IL

3016 Carol Stream, IL

3017 Rockford, IL

3027 Peoria, IL

3053 Cape Girardeau, MO3053 E Marion, IL3053 F Paducah, Ky

3074 Wausau, WI3074 A Iron Mountain, MI

3098 Grand Blanc, MI3098 A Commerce, MI

4024 Austin, TX4024 C Waco, TX

4037 Albuquerque, NM

4062 Baton Rouge, LA

4161 Memphis, TN4161 B Jackson, TN

5022 St Cloud, MN

5032 Des Moines, LA5032 C Davenport, LA5032 D Sioux Falls, SD

5051 Denver North, CO5051 A Ft Collins, CO

5056 Billings, MT5056 A Casper, WY

5094 Tacoma, WA

5097 Portland, OR

5167 Salem, OR5167 A Eugene, OR5167 B Medford, OR

7004 Buffalo, NY

$5,000 – $30,000

$1,000 – $4,999

$999 and Under

Contents FORGET ME NOT DAYS 2015

Bankers Life’s Forget Me Not Days Magazine is published annually by Bankers Life; it includes information on company activities for the enrichment of sales representatives of Bankers Life and Casualty Company and Bankers Conseco Life Insurance Company.

EDITORErica Geske

GRAPHIC DESIGNAbbe Wright

Bankers LifeAttn: Carrie Jost111 E. Wacker Drive Chicago, IL 60601


4 PRESIDENT’S MESSAGE Scott Goldberg remarks on another record-setting

year of fundraising.

5 ALZHEIMER’S AWARENESS NIGHT AT BANKERS LIFE FIELDHOUSE Read how Bankers Life’s sponsorship of the Indiana Pacers is helping us spread the word.

6 BANKERS LIFE COMMUNITY CHAMPION AWARD Learn more about this award.

7 ALZHEIMER’S RESEARCH UPDATE Read up on promising new treatment developments.

8 THE TOP TENCelebrate this year’s leading fundraisers.

14 PHOTOS FROM THE FIELDCheck out snapshots of our volunteers in action.

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PRESIDENT’S MESSAGE

Bankers Life field—

The 13th annual Bankers Life’s Forget Me Not Days campaign has been another record-breaking year for us and our support of the Alzheimer’s Association. With your dedication, you helped raise over $350,000 for Alzheimer’s care and research with signature Bankers Life community events in more than 200 cities nationwide.

In addition, Bankers Life home office and our parent company, CNO Financial Group, pledged $150,000 in corporate donations to support the Alzheimer’s Association’s mission on both the local and national levels, bringing our total 2015 financial support to over $500,000!

Since we began Forget Me Not Days in 2003, you have helped raise more than $4.1 million for the Alzheimer’s Association through a combination of fundraisers and corporate donations. I’m so thankful to all who have helped over the years. This success would not be possible without the leadership and dedication of Bankers Life managers and agents.

At Bankers Life, we see first-hand the profound impact of Alzheimer’s disease. Whether through our customers or in our own families, it is a disease that has personally affected many of us.

Every 67 seconds, a person develops Alzheimer’s disease and there is no cure. The emotional and financial impact of an Alzheimer’s diagnosis can be devastating for many families, which is why Bankers Life is committed in supporting the Association’s search for a cure.

Each year when you participate in Forget Me Not Days, you are living our brand promise to serve our customers and communities while raising awareness of this important cause. On behalf of the Bankers Life senior team, thank you for your support during this year’s campaign. I’m looking forward to your participation again in 2016!

Be well,

Scott Goldberg President, Bankers Life


BANKERS LIFE FIELDHOUSE

Alzheimer’s Awareness Night at Bankers Life Fieldhouse

Bankers Life’s partnership with the Indiana Pacers has—once again—helped to spread the word about Alzheimer’s disease not only in Indiana, but to basketball fans across the country.

On April 12, Bankers Life held the fourth annual Alzheimer’s Awareness Night at Bankers Life Fieldhouse. The first 5,000 fans that entered the Fieldhouse to watch the Indiana Pacers take on the Oklahoma City Thunder received a packet of Forget-Me-Not flower seeds to plant in honor of more than 5 million Americans living with Alzheimer’s disease. The seed packet was attached to an information card featuring Alzheimer’s statistics and resources.

Highlights of the evening included:

• LED assets and Game Time program ads dedicated to the Alzheimer’s Association

• In-game promotion of the Alzheimer’s Association upcoming events, help line, and text to donate

• Interviews Alzheimer’s Association representatives featured on the Jumbotron during the game

• Table in the main concourse staffed by the Alzheimer’s Association to provide information about Alzheimer’s disease and the services they offer

• Purple cotton candy to promote Alzheimer’s Awareness. Bankers Life donated $1 for everyone sold, and they sold out in the first half.

If you listen to a Pacers game on the Pacers Radio Network, you will hear actual Pacers players speaking about Alzheimer’s disease and the Bankers Life’s Forget Me Not Days program. This piece is strategically timed to raise awareness around the event.


Bankers Life Community Champion

The Bankers Life Community Champion Award recognizes the office that best delivers our brand promise to support the customers and communities we serve. The honor is presented as trophy and awarded to the top Bankers Life’s Forget Me Not Days fundraising office.

All offices that participated in Bankers Life’s Forget Me Not Days were eligible to receive the award, but only one could be named the winner. A record-breaking year for Bankers Life’s Forget Me Not Days led to a tight race with three offices collecting over $25,000!

And the winner is…The winner of the 2015 Bankers Life Community Champion is 2029 Jacksonville, FL! The office—led by Keith Lozowski—raised over $35,000 to support their local Alzheimer’s Association and secured the top spot among all Bankers Life field offices.

Keith responded to the award, “I feel unbelievably proud of my team. They really rallied and pushed to make a difference and be the best at collecting money for the local Alzheimer’s Association. It’s a very rewarding experience to know that we have a team of people here who are truly motivated to make a difference in others’ lives. This was a total team effort that shows the passion and belief system we have here in Jacksonville.”

Keith will be presented with this award at the Bankers Life National Managers Meeting in Las Vegas, NV.

Last year’s award winner, Dan Slattery, receiving his award at the 2015 National Managers Meeting in Las Vegas, NV.

BANKERS LIFE COMMUNITY CHAMPION AWARD


New Alzheimer’s treatment research revealedMore than 5 million Americans are living with Alzheimer’s disease, and over 15 million are serving as their caregivers— a tremendous physical, emotional and financial burden.

Bankers Life is working hard to be a part of the solution to the Alzheimer’s crisis, by raising awareness and funds through Bankers Life’s Forget Me Not Days to support the care, support and research efforts of the Alzheimer’s Association®. With the dedication of groups like Bankers Life, and a concerned Alzheimer’s community, progress is being made toward methods of treatment, prevention and ultimately, a cure.

During the Alzheimer’s International Conference® 2015 (AAIC®), July 18-23 in Washington, D.C., promising developments for new treatments were revealed by three different labs. These treatments target misfolded proteins— the root cause of Alzheimer’s and other diseases such as Parkinson’s and Lewy Body Dementia.

When proteins misfold, they can start off a chain reaction of binding to other proteins. This process continues until large aggregates are formed. Two different misfolded proteins—amyloid beta and tau—have been shown to be toxic to brain cells. Their large aggregates—amyloid plaques and tau tangles—are the hallmark brain lesions of Alzheimer’s disease. Treatments that target more than one Alzheimer’s-related protein may be especially useful in managing the disease.

“Alzheimer’s is very complex condition that has been extremely hard to address with the ‘one target, one treatment’ approach that’s been successful in other diseases,” said Maria Carrillo, PhD, Alzheimer’s Association Chief Science Officer. “Fortunately, we’re beginning to see some very exciting early results new treatment approach that targets common components of all the Alzheimer’s proteins, which also are common to other diseases that cause dementia. If these results can be shown in people, this strategy could eventually have benefit not just in Alzheimer’s but for other neurodegenerative diseases.”

Although the treatments have yet to go through clinical testing, the results prove unique where past drugs have failed and have a very promising outlook from the research community.

Bankers Life is proud to be a part of efforts to support innovative research through the Alzheimer’s Association. To read more about the research unveiled at AAIC, visit alz.org/AAIC.

Source: Alzheimer’s Association. (2015). Promising New Treatments for Alzheim-er’s Target Multiple Disease-Related Proteins, May Have Benefits for Several Brain Diseases [Press release]. Retrieved from http://alz.org/aaic/releases_2015/Sun-930amET.asp

Forget Me Not Days Territory Contest DebutBankers Life’s Forget Me Not Days 2015 launched with a new kind of contest—the Territory Contest. All four Bankers Life territories competed to get the highest percentage of offices in their participating in this year’s event.

To count as toward the percentage of participating branches, an office had to register and submit a total. It was a very close race, but the Northeast Territory claimed the top spot with over 80% of offices participating.

Bruce Jordan, Northeast Territory Vice President, attributes the success of the territory contest to the branch agents, managers, and administrators that worked so hard to raise money for this great cause. “We won the territory contest, but the real winners are the people that benefit from the funds we raise that could one day lead to a cure. It makes me feel good that my team and I are doing something to help those with this awful disease,” said Bruce.

Bankers Life has been a longtime supporter of the Alzheimer’s Association and Bankers Life’s Forget Me Not Days is a part of who we are as an organization. “It’s a way for us to show our customers we aren’t just interested in making money, but that we care about the market we serve,” adds Bruce.

ALZHEIMER’S RESEARCH UPDATE

http://alz.org/AAIC


BRANCH OFFICES OF 2015

BSO 1850 • Brea, CA $6,731“ Forget Me Not Days is part of our culture all year at 1850. Many of us have been directly affected by Alzheimer’s and we celebrate every donation we receive. My favorite moment from this year’s event was seeing my desk flood with donations from agents after I had announced how close we were to our goal. It showed our team’s passion for the cause.”

~ DeLaura Kurkowski, Unit Field Trainer

BSO 3083 • Kalamazoo, MI $7,0243083 A South Bend, IN; 3083 B FT Wayne, IN;

3083 C Michigan City, IN

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THE TOP TEN

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8BSO 1290 • Los Angeles $8,5421290 B Palmdale, CA; 1290 D Pasadena, CA;

1290 E North Hollywood, CA; 1290 F Camarillo, CA

“ Living a life of significance is about opening our hearts to love more, opening our arms to hug more, opening our eyes to see more, and finally living our lives to serve more. Forget Me Not Days allows us to give back to our community and reveals that we aren’t only about success, but about significance.”

~ Farshad Asl, Regional Director

BSO 1067 • Hagerstown, MD $8,8331067 A Winchester, VA; 1067 B Frederick, MD

“ Bankers Life’s Forget Me Not Days gives our office another opportunity to serve seniors and our community—it’s a real team building experience. It’s also a chance to compete nationally with the other offices to serve a great cause. The spirit of competition between offices ensures we stay focused on our game.”

~ Todd Varney, Branch Sales Manager

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BSO 3164 • Detroit, MI $10,1843164 B Troy, MI; 3164 C Roseville, MI

“ Bankers Life’s Forget Me Not Days is a way for us to give back to our community. I love seeing my team work together to support the fight against Alzheimer’s.”

~ Thomas Chiaravalli, Branch Sales Manager


BSO 1056 • Philadelphia, PA $18,2521056 D Allentown, PA; 1056 E Westchester, PA;

1056 F Northeast Philadelphia, PA; 1056 G Lancaster, PA

“ Participation and excitement is key to success. If we did not have all the agents and managers taking a piece of ownership toward the final goal, we simply would not have collected the amount we did. The agents are the true HERO’s (Helping Everyone Remember Oneself).”

~ Alicia Dunchak, Unit Field Trainer

BSO 3081 • Grand Rapids, MI $18,2523081 A Traverse City, MI; 3081 B Mt Pleasant, MI

“ My favorite part of this year’s fundraiser was to watch the family involvement around the event. We had spouses, friends, parents, policyholders, and kids helping us collect money. Some of the kids are our best fundraisers—they’re rock stars, future Bankers Life agents. People can’t tell them no!”

~ JD Osterhouse, Branch Sales Manager

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THE TOP TEN


BSO 1018 • Portland, ME $29,0501018 B Bangor, ME; 1018 C Augusta, ME

“ Portland Maine BSO 1018 takes Forget Me Not Days very seriously. It has become part of our overall culture. Everyone gets involved and enjoys being part of it. It’s our key to success year over year.”

~ Scott Barker, Branch Sales Manager

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THE TOP TEN


2BSO 1033 • Fairfield, CT $32,8901033 D Fishkill, NY; 1033 E White Plains, NY;

1033 F New London, CT; 1033 H Hartford, CT

“ Bankers Life’s Forget Me Not Days is definitely a big part of our culture. It’s always great to see everyone come together for a good cause and we were able to make some great connections in the community as a result.”

~ Lisa Freeman, Recruiter

THE TOP TEN

BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 13BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 13

BSO 2029 • Jacksonville, FL $35,038 2029 C Fleming Island, FL

“ Our office is aware of how devastating Alzheimer’s can be to a family. We have had quite a few agents who have been personally affected by the disease. Giving back to such a great cause helps provide service beyond just the policies we sell.”

~ Adam Rutstein, Bankers Life Agent & Jennifer Mims, Branch Office Coordinator

THE TOP TEN


ABOVE: BSO 2043 Wilmington, NC

ABOVE: BSO 1169 Youngstown, OH

ABOVE: BSO 2025 Sarasota, FL

ABOVE: BSO 74057 Oklahoma City, OK

BELOW: BSO 2054 Augusta, GA

ABOVE: BSO 2051 Atlanta E, GA

ABOVE: BSO 5041 Omaha, NE

PHOTOS FROM THE FIELD


PHOTOS FROM THE FIELD

RIGHT: BSO 1860 San Diego, CA

BELOW: BSO 1835 Modesto, CA

ABOVE: BSO 5074 Las Vegas, NV

ABOVE: BSO 4095 Tulsa, OK

ABOVE: BSO 4062 Baton Rouge, LA

BELOW: BSO 2173 Baltimore, MD

ABOVE: BSO 5167 Salem, OR


Bankers Life is the marketing brand of Bankers Life and Casualty Company, Medicare Supplement insurance policies sold by Colonial Penn Life Insurance Company and select policies sold in New York by Bankers Conseco Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York.

BankersLife.com© 2015 Bankers Life (10/15) 164511

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SAVE THE DATE!June 3 & 4, 2016

Join us as we continue the fight against Alzheimer’s. Book your 2016 collection locations today!

fmnd magazine_2015

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