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  1. 1.   Erica Geske (Smith) Notable Work Samples Community Relations Coordinator 2014 - Present Acted as copywriter and project manager for the following samples: • 2016 Event calendar containing all the main events I coordinate • 2016 Forget Me Not Days Event Planning Guide • 2015 Forget Me Not Days Magazine – Editor • 2014 Community Report containing all event results from that year Additional Materials: • Forget Me Not Days Press Releases Can provide additional samples upon request.                              
  2. 2.                                   2016 Event calendar  
  3. 3. Find out what Team CNO is doing in the communities where we live and work. ✔ Tune in to DailyAM and Monday’s Announcements for the Team CNO News in 90— the fastest way to stay connected with Team CNO! ✔ Use VolunteerMatch to sign up for most Team CNO events and to log your hours. ✔ Consult your Philanthropy Liaisons and Philanthropy Committee members to help you get involved in Team CNO. Philanthropy Liaisons: CARMEL Christie Fowler x76595 Paul Richard x74887 CHICAGO Jenner Robergeau x66569 Amy Schlegel x67415 PHILADELPHIA Rita Ciervo x86461 Robin Corson x86784 160569 OUR TEAM CNO GIVING STRATEGY CNO Financial Group supports our communities, our associates and our customers; through non-profit agencies that address the health and financial wellness of middle-income Americans. Standing up for health and wellness. We’re making a difference in the lives in middle-income Americans by supporting the American Cancer Society and the Alzheimer’s Association— organizations that promote wellness and financial health. Supporting military families. We’re helping honor our military heroes by partnering with organizations that prepare them to re-enter civilian life. Building stronger communities. We’re helping improve the communities we live in by supporting local community programs through the United Way.
  4. 4. Walk to End Alzheimer’s Alzheimer’s Association Chicago and suburbs CNO Afternoon of Service United Way Chicago and Philadelphia SEPTEMBER Making Strides Against Breast Cancer American Cancer Society All locations Walk to End Alzheimer’s Alzheimer’s Association Indianapolis CNO Afternoon of Service United Way Carmel Pacers FanJam presented by CNO Financial Bankers Life Fieldhouse OCTOBER Jingle Bell Run Arthritis Foundation All locations Adopt-A-Family United Way All locations Meals on Wheels Holiday Cards Meals on Wheels Chicago Mitten Tree Philadelphia DECEMBER HOW YOU CAN BE A PART OF TEAM CNO Be a part of our team—we have big plans for 2016! Check with your liaisons and committee to find out how you can get involved! Calendar is tentative. Watch for updates on Team CNO News in 90, and visit teamcno.volunteermatch.org to explore opportunities especially meaningful to you! Bankers Life Forget Me Not Days Alzheimer’s Association All locations JUNE CNO Community Spirit Awards Call for Applications JANUARY Thank you for volunteering over 12,000 hours of community service in 2015. Every March, CNO donates $20,000 to organizations chosen by our associate volunteers at the CNO Community Spirit Awards. CNO has been a Jefferson Awards Champion company since 2010, which honors outstanding public service by individuals nationwide. CNO ASSOCIATES LEAD THE WAY IN VOLUNTEERING United Way Campaign All locations AUGUST Alzheimer’s Awareness Night Bankers Life Fieldhouse Senior Center Volunteering All locations APRIL © 2016 CNO Financial Group (01/16) 166954 160569 Military Warriors Support Foundation Bankers Life Fieldhouse Walk to End Alzheimer’s Alzheimer’s Association Philadelphia NOVEMBER
  5. 5.                                   2016 Forget Me Not Days Event Planning Guide  
  6. 6. 151413 2015 Forget Me Not Days Event Kit JuneisAlzheimer’sandBrainAwarenessMonth. the seeds of hope. Help us plant
  7. 7. 2 Table of Contents Organizing a Successful Forget Me Not Days Event................................... 3 The Basics................................................................................................... 6 Before the Event......................................................................................... 7 Register Your Office........................................................................................7 Select a Forget Me Not Days Coordinator........................................................7 On-Demand Videos ........................................................................................7 Working with Alzheimer’s Association.............................................................8 Choosing a Collection Location.......................................................................8 Creating an Event Schedule..........................................................................10 Coordinating Volunteers ...............................................................................11 Ordering Supplies.........................................................................................12 Online Donations..........................................................................................12 After the Event......................................................................................... 13 Collection Total Submission Guidelines .........................................................13 Collection Goals...........................................................................................14 Awards.........................................................................................................14 Additional Fundraising Tips...................................................................... 15 Guidelines for Non-Canning Fundraisers for Public Attendees...........................................................................................17 Volunteer Waiver...................................................................................... 18 Alzheimer’s Association Donation Receipt............................................... 19 Download Download all materials from BSPN Sell Marketing Forget Me Not Days
  8. 8. 3 Click here to view an on-demand video that walks you through every stage of planning a successful Forget Me Not Days event! Step 1: Mark your calendar Forget Me Not Days 2015 will be held nationwide June 5 6, 2015. Step 2: Register your office at http://bnk.rs/16w7HoO Step 3: Select a Forget Me Not Days Coordinator and/or committee to help plan the event. View page 7 for additional tips. This person or committee will be responsible for: »» Contacting and working with the local Alzheimer’s Association –– Best to contact them within a week of registering for the event. –– Click here to see what chapter you have been paired with. –– View page 8 for tips on working with the Alzheimer’s Association chapter. »» Booking a collection site(s) –– Book your collection site early! –– Store fronts and downtown areas are popular spots. –– View page 8 for details about securing your collection location(s). »» Recruiting and coordinating volunteers –– Create an event schedule with one- to two-hour shifts. See page 10 for a sample. –– Recruit as many volunteers as possible. Agents, family, friends, and other groups make great volunteers! –– Waivers: Return completed participant waivers via email to Erica Smith at erica.smith@cnoinc.com by June 1. –– View page 11 for more information on rallying your troops. Changes from 2014 New! Collection Submission Procedures: View page 13 for more details. New! Posters going digital: We provide the files and you can choose to print out on a color printer or order through EPI. New! Forget Me Not Days Digital Newsletters: Our new way to communicate with you.They will be sent to coordinators via email— stay tuned! New! On-demand videos: Stay tuned to the WIRe, Perspectives, https://bspn.bankers.com/forget- me-not-days, or the newsletters for the latest releases. New! Email and social media templates to promote your event. Organizing a Successful Forget Me Not Days Event
  9. 9. 4 »» Order Supplies (if needed) –– Seeds, aprons, collection canisters and posters will be available to order at https://bspn.bankers.com/epi. Stay tuned to the FMND Newsletter to find out when supplies are available to order! –– Posters are going digital this year. You can choose to click here and download the poster file to print on a color printer or order through EPI. –– If you would like large event signage, click here to access the two versions and provide to your local print store for production. –– If you did NOT participate in 2014, you will receive a starter kit containing 10 aprons, 10 collection canisters, and one box of seeds (1,000 packets). –– Please use any supplies you have left over from last year, but you may NOT use supplies left over from events prior to 2014 due to rebranding of Bankers Life and the Alzheimer’s Association. –– View page 12 for more information on ordering supplies. »» Press and Publicity Use the following press and publicity tools to promote your event and collection results: –– Put up posters –– For pre- and post-event local press support, contact Jennifer Born at jennifer.born@cnoinc.com with the following information: Branch Information • Branch office location: City State • Collection date, location, time • Branch manager’s contact information: Name, phone, email Media Outlets • Please list the names of three local newspapers from your area (i.e. Chicago Tribune) • Please list the call letters of three local TV stations that are in your viewing area (i.e. WMAQ-TV NBC 5 Chicago) • Please list the call letters of three local radio stations in your listening area (i.e. WBBM Newsradio 105.9FM) –– New! Use Email and social media templates to promote your event to friends and family • Email: Click here to access email template and artwork. • Social Media: Click here to access the two social media post options available. Links Forget Me Not Days BSPN Home Site Registration Site Order supplies Total Submission Guidelines Special Events Proposal Form Waiver Forms Donation Receipt Business Donation Letter BCLIC Version Policyholder Donation Letter BCLIC Version Retail Store Permission Letter Template City Permit Request Letter Template Online Donation Page Email Template Social Media Template For the latest stats, research, and information about the Alzheimer’s Association, visit www.alz.org®.
  10. 10. 5 –– Do a Check Presentation Ceremony with your local chapter. Click here to access the check template that can be taken to a local printer. Day of Event –– Take Photos • Make sure to take photos of your volunteers in action and upload them to http://www.yogile.com/2015fmnd or email them to Erica Smith at erica.smith@cnoinc.com. We use these for FMND Magazine and other materials so please include the following information with your photos: BSO#_BranchCity_SequentialNumber Example: 1052_TomsRiverNJ_001 We reserve the right to reproduce photos without permission. –– Display event signage • Let everyone know you’re collecting for the Alzheimer’s Association by displaying event signage. • If you would like event signage, click here to access the two versions and provide to your local print store for production. Mail your collections to the home office. Your collections will still go to your local chapter! –– Convert your collections to a Cashier’s Check made payable to the Alzheimer’s Association. –– Send your Cashier’s Check to the following address no later than June 15, 2015: CNO Financial Group Attn: Erica Smith 11825 N. Pennsylvania Street Carmel, IN 46032 –– IMPORTANT: If you have a fundraiser that falls after the June 15, 2015 deadline, contact Erica Smith at 317.817.2728 or erica.smith@cnoinc.com immediately to make arrangements. –– View page 13 for Collection Submission Guidelines »» Guidelines for Non-Canning Events –– If you wish to host a special event in addition to your canning event, you must submit a special events proposal form no later than March 30, 2015. Click here to access that form.
  11. 11. 6 Forget Me Not Days is Bankers Life’s signature charitable giving event to benefit the Alzheimer’s Association. Each year, agents and employees hit the streets to raise money and awareness for Alzheimer’s disease. In exchange for a contribution, donors receive packets of Forget-Me- Not flower seeds to be planted in honor of the more than five million people with Alzheimer’s. Our 13th annual event will take place on June 5 6, 2015. One hundred percent of the proceeds go directly to the Alzheimer’s Association. The Basics Contacts Event Logistics Erica Smith erica.smith@cnoinc.com P: 317.817.2728 Media Jennifer Born jennifer.born@cnoinc.com Certificate of Insurance Requests Paul Podgorny paul.podgorny@cnoinc.com
  12. 12. 7 Register Your Office Visit http://bnk.rs/16w7HoO to register your office for Forget Me Not Days. Select a Forget Me Not Days Coordinator Choose a coordinator from your office to be in charge of planning the event. It’s also recommended that you appoint a committee to help the coordinator in the planning efforts. If you are coordinating this year’s event, consider the tips below: »» Book collection locations early »» Call your Alzheimer’s Association within a week of registering. Click here to see which chapter you are matched with. »» Do a little planning each week leading up to the event. »» Recruit as many volunteers as possible. »» Keep your event manageable. It’s best to stick to collecting in a couple locations—complicated “extra events” can be time consuming and expensive. »» Create an event schedule for the day of the event (see page 10 for example). »» Don’t try to tackle too much alone—delegate some tasks to others. On-Demand Videos This year, on-demand training videos will be released leading up to Forget Me Not Days 2015. Stay tuned to the WIRe, Perspectives, https://bspn.bankers.com/ forget-me-not-days, or the newsletters coordinators will start to receive upon registration to view these videos as they become available. Before the Event
  13. 13. 8 Working with the Alzheimer’s Association The Alzheimer’s Association has a network of over 80 chapters nationwide. Click here to find out which chapter your office is matched with. Step 1: Call your local chapter as soon as possible. Step 2: Share your event plan: »» Collection Locations »» Dates and Times »» Expected number of volunteers Step 3: Ask for the chapter’s feedback on your plan and, if possible, if they can help recruit volunteers, speak to the branch, provide some supplies—bracelets, pamphlets, etc, and/or attend the event. Some large chapters may be able to offer their assistance promoting the event or recruiting volunteers, but please keep in mind that many chapters are small and only staffed by one or two part-time volunteers. Chapters are extremely thankful for the funds you raise to support their programs, but may not be as accessible as you would like. It’s each branch’s responsibility to take ownership of its event and oversee coordination and logistics. Chosing a Collection Location Picking a good location with heavy foot traffic is the best way to increase your collection total. Consider these suggestions: »» Grocery/Department Stores Setting up a table outside a busy a store guarantees a steady stream of people who have their wallets on them! General steps to reserve these locations: 1. Call the store manager to ask for permission to set up a charity collection table in front of their store. 2. Explain that 100% of the donations collected benefit the Alzheimer’s Association. 3. Mention the date, time, and number of volunteers you expect. 4. If the store asks you to submit a request in writing, click here to download, personalize, and print the Retail Permit Template. 5. Some stores may request a copy of the Alzheimer’s Association chapter’s 501(c) (3) letter proving that the chapter is a nonprofit organization. You can request a copy from your local chapter. 6. A few weeks prior to your event, call to reconfirm your date and time with the store. Event Tip Some stores will match your collection amount at their location with a “matching grant” contribution of their own—instantly doubling your collections! Contacts If you have trouble contacting your chapter, please contact Erica Smith at erica.smith@cnoinc.com for assistance. To learn more about the Alzheimer’s Association, visit alz.org®.
  14. 14. 9 »» Downtown Areas Street corners or train stations are popular spots for branches located in busy downtown areas. General steps to reserve these locations: 1. Contact your local government office—mayor, city hall, town council, or village manager—and explain the event (charitable collections on public streets are often called “canning” or “tag day” events). 2. Mention that 100% of the donations collected benefit the Alzheimer’s Association. 3. Provide the date, time, and number of volunteers you expect. 4. Ask if you need to obtain a charitable solicitation permit. If so, make a list of the requirements necessary to qualify for the permit. 5. Click here to download, personalize, and print the City Permit Template if your town requires a written request for permission. Certificate of Liability If a store requires a copy of the Bankers Life certificate of liability, email the following information to Paul Podgorny at paul.podgorny@ cnoinc.com. Requests take at least 72 business hours. • Name of store/company • Complete address
  15. 15. 10 Creating an Event Schedule Tips to keep in mind: »» Divide your fundraising day(s) into 1- or 2-hour shifts. »» Ask agents to sign up for one or more shifts. »» Recruit other volunteers to fill in empty time slots, such as family members, friends, scout troops, etc. »» Leave a set of supplies at the collection site for volunteers to share. »» Appoint a coordinator to collect all of the donations at the end of the day and clean up the collection site. Sample Event Schedule – Saturday, June 6 Collection Site 1:Walmart Collection Site 2: Main Street Market Hours: 8am – 4pm Hours: 8am – 4pm Total Volunteers: 8 agents Total Volunteers: 15 agents; 8 scouts Supplies: Supplies: »» Folding table (Ken bringing) »» 3 posters »» 3 aprons »» 3 canisters »» Half case of seeds (500) »» 10 waters (Amy bringing) »» Folding table (Market will provide) »» 3 posters »» 3 aprons (Scouts wearing uniforms) »» 10 canisters (extra for scouts) »» Half case of seeds (500) »» 30 waters (Marty bringing) Shift Volunteers Shift Volunteers 8am – 10am Amy, Ken,Tom 8am – 9am Marty, Cindy 10am – Noon Amy, Bill 9am – 10am Jen, Martha Noon – 2pm Mark, Doug, Margaret 10am – 11am TJ, Carl, Phil 2pm – 4pm Mark, Nate 11am – Noon Phil,Aaron, Pam 4pm Coordinator picks up donation Noon – 1pm Allison, John 1pm – 2pm Bob, Scott 2pm – 4pm Dave, Mike, Boy Scout Troop 110 4pm Coordinator picks up donations
  16. 16. 11 Coordinating Volunteers Volunteers are key to a successful fundraiser. Here are some tips on how to build excitement in your branch and involve the community: »» Inspire your team. Invite a representative from your local Alzheimer’s Association chapter to your office to speak about Alzheimer’s disease and how their organization is the world’s leading voluntary health organization in Alzheimer’s care, support, and research. »» Recruit outside your office. More volunteers mean more collections. Consider inviting local organizations to help collect alongside agents and their families. Examples include: –– Senior centers –– Scouts troops –– High school students—student senate, bands, sports teams, etc. –– College students—clubs, fraternities, sororities, etc. –– Civic organizations—Lions Club, Rotary, etc. »» Recognize volunteers and businesses. Present a certificate of appreciation to volunteers or businesses that support your fundraiser. Simply print, fill in name, and distribute the certificates below. Click here to download the volunteer certificate sample Click here to download the business certificate sample »» Participant Waivers Each volunteer MUST sign a waiver BEFORE participating in Forget Me Not Days. NO EXCEPTIONS! Click here to download the waiver form and submit all signed waivers to: Erica Smith erica.smith@cnoinc.com Certificate of Appreciation Thank you for your hard work and dedication as a volunteer during Forget Me Not Days 2015. (Signature of presenter) © 2015 Bankers Life (02/15) 160548 151440 Volunteer Waiver and Release of Liability I hereby waive all claims against the Alzheimer’s Association, Bankers Life, Bankers Conseco Life Insurance Company, their affiliates and any personnel for any property damage I may incur or personal injury I might suffer in connection with this event. I grant full permission for the Alzheimer’s Association, Bankers Conseco Life Insurance Company and Bankers Life to use photographs of me and quotations from me in any medium for accounts, descriptions and promotions of this event. I further attest that all money collected by me will be submitted to Bankers Life Insurance Company for submission to the Alzheimer’s Association. Signature _________________________________________________ Date _________________ (Parent or guardian’s signature if participant is under 18 years of age.) Print Name ______________________________________________________________________ Please distribute a waiver to each of your volunteers for their signature. Waivers must be returned no later than Friday, June 5. Erica Smith Corporate Communications Email: erica.smith@cnoinc.com © 2015 Bankers Life (02/15) 160049 151443 Event Tip Friendly competition can be fun! Many offices divide their volunteers into teams and reward the winners with a Jeans Day or pizza party.
  17. 17. 12 Ordering Supplies For your Forget Me Not Days event, you will need: »» Green gardening aprons »» Collection canisters »» Seed packets »» Color Posters Supplies »» Posters are going digital this year. You can choose to click here and download the poster file to print on a color printer or order through EPI. »» If you did NOT participate in 2014, you will also receive a starter kit containing 10 aprons, 10 collection canisters, and a box of seeds (1,000 packets). »» You may use any leftover supplies from last year, but you may NOT use leftover supplies from events prior to 2014 due to rebranding of Bankers Life and the Alzheimer’s Association. »» It’s recommended that you order your supplies at least two weeks prior to your event to ensure they make it to your office on time. »» Stay tuned to the FMND Newsletter for updates on when supplies are available to order from EPI. Seed Packets »» Seeds are complimentary, but quantities are limited. »» Click here to order additional seeds. Seeds will be available in late March. »» Seed distribution is based on your branch’s number of volunteers and the total number of offices participating in this year’s event. »» We try to accommodate all seed requests, but they are not guaranteed. Item How to Order Cost Your Cost Seeds (1,000 Packets per Case) Visit https://bspn.bankers.com/epi $100/ case Free Aprons Visit https://bspn.bankers.com/epi $6 each $3 each Canisters Visit https://bspn.bankers.com/epi $3.50 each $1.75 Color Posters Visit https://bspn.bankers.com/epi $0.35 each $0.35 Please note: Costs will be charged to your FSP account, and unused merchandise CAN’T be returned for a refund. ©2015 Bankers Life (02/15) 159843 17066 the seeds of hope. Help us plant *Alzheimer’s Association Alzheimer’s Disease Facts and Figures 2014 JuneisAlzheimer’sandBrainAwarenessMonth. Find an event or donate at ForgetMeNotDays.com. Worldwide, there are at least 44 million people living with Alzheimer’s and other dementias.* Join us in planting the seeds of hope for a future without Alzheimer’s disease. Forget Me Not Days is June 5 6. Online Donations Do you have family and friends who don’t live near you but still want to support your Forget Me Not Days campaign? Ask them to donate online! Donations can be made at http://bit.ly/1L384aM and count toward your branch’s collection total! Please remind donors to select your office name at the bottom of the donation form so the donation can be attributed to your office.
  18. 18. 13 Collection Total Submission Guidelines This year, we are simplifying the process of submitting your collections by having all branches mail their collections to the home office in the form of the cashier’s check made payable to the Alzheimer’s Association. All collections will still be given to your local Alzheimer’s Association chapter. This new process is simply to create uniform procedures for the submission and allow us to verify and credit you for your total more efficiently. Procedures and Submission Rules: »» All Forget Me Not Days cash and coin collections must be converted into a Cashier’s Check »» Make payable to the Alzheimer’s Association »» Write a memo on the front of the check stating: –– Your BSO # –– 2015 Forget Me Not Days »» Collections may NOT for any reason be deposited in a personal or business bank account. Converting collections to a Cashier’s Check does NOT require the funds to be deposited in a bank account at all. »» If you encounter a Cashier’s Check fee, be sure to mention it’s for charity and you work for Bankers Life and ask them to waive the fee. If they are unable to waive the fee at that point, you may take the amount of the check out of the collections. »» Send your Cashier’s checks along with any personal checks collected to home office at the address below no later than June 15, 2015. CNO Financial Group Attn: Erica Smith 11825 N. Pennsylvania Street Carmel, IN 46032 »» Failure to submit your check by June 15, 2015 will make you ineligible for the territory contest and any prizes UNLESS you make other arrangements that have been approved by the home office. –– If you have a fundraiser that falls after June 15, 2015, contact Erica Smith at 317.817.2728 or erica.smith@cnoinc.com immediately to see if other arrangements can be made. After the Event Remember—if it doesn’t go directly to the Alzheimer’s Association to fund their programs, it doesn’t count! Please Note Anything that can’t be converted into a cashier’s check MAY NOT BE INCLUDED IN COLLECTION TOTAL. Which include, but are not limited to: • Value of donated food • Value of donated merchandise (TVs, trips, gift cards, services, etc.) • Cash or check donations that have been promised, but not received • Grants that have been promised, but not received
  19. 19. 14 Collection Goals Is your goal to be this year’s top office? Check out the competition— Top 5 offices from 2014 Rank Office 2014 Total 1 1033 Fairfield, CT $29,563.77 2 1018 Portland, ME $24,050.00 3 3081 Grand Rapids, MI $19,075.04 4 2029 Jacksonville, FL $17,401.51 5 3164 Detroit, MI $17,256.94 Awards Rank 2015 Award Top Office »» $2,500 of advertising in the local media outlet(s) of your choice »» Press release sent to your local media »» Large, custom-framed commemorative poster »» Recognition in Forget Me Not Days magazine Offices Ranked 2nd to 10th »» Press release sent to your local media »» Custom-framed commemorative poster »» Recognition in Forget Me Not Days magazine Offices Collecting $1000+ »» Custom-framed commemorative poster All Offices »» Thank you letter and appreciation certificate Territory Contest Winners »» Prizes for this brand new contest will be announced soon—stay tuned! 16 I FORGET ME NOT DAYS 2014 SAVE THE DATE! June 5 6, 2015 Join us as we continue the fight against Alzheimer’s. Book your 2015 collection locations today! Bankers Life is the marketing brand of Bankers Life and Casualty Company, select 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; Home Office: Jericho, New York. BankersLife.com © 2014 Bankers Life (09/14) 156129 156129 Forget Me Not Days® 2014 Report BSO 1033 • Fairfield, CT $29,563.77 Volunteers raise over $336,000 nationwide | Events held in more than 200 cities OF THE YEAR! TOP FUNDRAISER 156129 Become a member of the $1,000 Club! We’re challenging each office to raise at least $1,000.
  20. 20. 15 In addition to setting up your collection locations, here are some other ways to help increase collections. Ask Local Businesses »» Click here to access the pre-approved letter to ask local businesses to support Forget Me Not Days. »» Don’t forget, some stores have matching grant programs through which they’ll double any collections you raise in front of their stores. »» Ask restaurants, dry cleaners, convenience stores, etc., to place a collection canister at their register. Ask Policyholders »» Click here to access the pre-approved letter to ask policyholders to donate to Forget Me Not Days. Important Usage Instructions! 1. If you plan on mailing this letter, Do Not Mail list rules apply! Approved policyholder mailing lists can be ordered and downloaded from OPS, free of charge. Please note: BSPN policyholder lists are not currently updated for privacy suppressions; therefore you shouldn’t use BSPN lists for this mailing. For assistance downloading the OPS list, please contact Denisa Mustafalic at 312.396.7371. 2. No restrictions apply when distributing this letter to a policyholder during a face-to-face appointment. Additional Fundraising Tips Please retain this portion for your records. Contribution Amount Contribution Date Check Number To Benefit The Alzheimer’s Association To Benefit The Alzheimer’s Association The Alzheimer’s Association is a tax-exempt, 501(c)(3) nonprofit organization. Federal Tax ID: 13-3039601 ©2015 Bankers Life (02/15) 159899 151425 [ ] Yes, I would like to join Bankers Life in support of the Alzheimer’s Association. My contribution of $______________________________________ is enclosed. Donor’s name _______________________________________________________________________________ ____________________________________________________________________________________________ Address_____________________________________________________________________________________ City ________________________________________ State___________________ ZIP code______________ Phone (please include area code) ____________________________________________________________________ My donation is in honor of: _________________________________________________________________ Please make check payable to: The Alzheimer’s Association Dear Community Leader, An estimated five million people in the U.S. have Alzheimer’s disease*, a type of dementia that impairs memory, thinking and behavior. Alzheimer’s is not a normal part of aging, and with time, it gets worse. In fact, Alzheimer’s disease is the sixth-leading cause of death in the United States*—affecting our husbands, wives, parents, grandparents, neighbors, friends and customers. That’s why Bankers Life actively supports the Alzheimer’s Association and its mission to eliminate Alzheimer’s through the advancement of research; to provide and enhance care and support; and to reduce the risk of dementia through the promotion of brain health. On June 5 and 6, 2015, Bankers Life will hold our 13th Annual Forget Me Not Days® fundraiser benefiting local chapters of the Alzheimer’s Association. Agents and employees in our offices across the nation will join forces in a 48-hour fight against Alzheimer’s by promoting awareness and collecting donations. As a community leader, you can help make a difference too! Please consider making a Forget Me Not Days donation to the Alzheimer’s Association on behalf of your employees using the form below. One hundred percent of the money collected in goes to the Alzheimer’s Association. The majority of the funds will stay in the community to benefit the local Alzheimer’s Association chapter. For more information on how you can get involved in Forget Me Not Days—whether it’s hanging a poster in your window or putting a collection can at your register—please contact our event coordinator: On behalf of Bankers Life agents and employees, thank you for helping us plant the seeds of hope for a future without Alzheimer’s disease. Sincerely, *Alzheimer’s Association Alzheimer’s Disease Facts and Figures 2014 Dear Valued Customer, An estimated five million people in the U.S. have Alzheimer’s disease*, a type of dementia that impairs memory, thinking and behavior. Alzheimer’s is not a normal part of aging, and with time, it gets worse. In fact, Alzheimer’s disease is the sixth-leading cause of death in the United States*—affecting our husbands, wives, parents, grandparents, neighbors, friends and customers. That’s why Bankers Life actively supports the Alzheimer’s Association and its mission to eliminate Alzheimer’s through the advancement of research; to provide and enhance care and support; and to reduce the risk of dementia through the promotion of brain health. On June 5 and 6, 2015, Bankers Life will hold our 13th Annual Forget Me Not Days® fundraiser benefiting local chapters of the Alzheimer’s Association. Agents and employees in our offices across the nation will join forces in a 48-hour fight against Alzheimer’s by promoting awareness and collecting donations. You can help make a difference too! Please consider making a Forget Me Not Days donation to the Alzheimer’s Association using the form below. One hundred percent of the money collected in goes to the Alzheimer’s Association. The majority of the funds will stay in the community to benefit the local Alzheimer’s Association chapter. On behalf of Bankers Life agents and employees, thank you for helping us plant the seeds of hope for a future without Alzheimer’s disease. Sincerely, P.S. If you have a loved one with Alzheimer’s, Bankers Life encourages you to call the Alzheimer’s Association’s toll free, 24/7 Helpline at 800-272-3900 to speak with professionals who can provide support and referrals. Please retain this portion for your records. Contribution Amount Contribution Date Check Number [ ] Yes, I would like to join Bankers Life in support of the Alzheimer’s Association. My contribution of $______________________________________ is enclosed. Donor’s name _______________________________________________________________________________ ____________________________________________________________________________________________ Address_____________________________________________________________________________________ City ________________________________________ State___________________ ZIP code______________ Phone (please include area code) ____________________________________________________________________ My donation is in honor of: _________________________________________________________________ Please make check payable to: The Alzheimer’s Association To Benefit The Alzheimer’s Association The Alzheimer’s Association is a tax-exempt, 501(c)(3) nonprofit organization. Federal Tax ID: 13-3039601 To Benefit The Alzheimer’s Association ©2015 Bankers Life (02/15) 159900 151427 *Alzheimer’s Association Alzheimer’s Disease Facts and Figures 2014
  21. 21. 16 Ask Agents Many agents are interested in individual ways they can raise money for their local chapter. Here’s a few quick and easy suggestions: »» Raise $200 in 1 Week! Day 1: Make your own $25 donation. Day 2: Ask two relatives to donate $20. Day 3: Ask three friends to donate $15. Day 4: Ask four co-workers to donate $10. Day 5: Ask five neighbors to donate $5. Day 6: Ask your spouse or partner to donate $25. Day 7: Celebrate—you just raised $200! Host a Jeans Day »» Organize a Jeans Day in your branch. »» Participants pay to wear jeans to work (you can set the price, such as $1, $5 or $10). »» Use the posters and jeans passes to create your event: –– Posters: Click here to access, download and print the poster on your color printer. Then, customize with your event’s date, price, and contacts. –– Jeans Passes. Click here to access, download and print passes. Two different color passes (blue and green) give you the option to host more than one Jeans Day or charge different prices. For example: –– Blue pass is for Monday’s Jeans Day and the green pass is for Friday’s Jeans Day. –– Blue pass is for $3 one-day Jeans Day pass and the green pass is for the $5 two-day Jeans Day Pass. BUY YOUR PASS FROM: DATE: COST OF DONATION: © 2015 Bankers Life (02/15) 160103 151445 © 2015 Bankers Life (02/15) 160102 151446 © 2015 Bankers Life (02/15) 160102 151446 © 2015 Bankers Life (02/15) 160101 151447 © 2015 Bankers Life (02/15) 160101 151447
  22. 22. 17 Guidelines for Non-Canning Fundraisers for Public Attendees (Golf Outings, Bowling etc.) Forget Me Not Days helps raise awareness of Alzheimer’s disease and increases agents’ visibility in the community, which is why “canning” is the approved format for fundraising. It’s also a simple, low-cost and effective way to collect donations. However, in limited circumstances, branches may submit a proposal for a non-canning fundraiser to be held in addition to the canning activities. Important: Only approved public fundraisers can be organized using the Forget Me Not Days and Alzheimer’s Association names and logos. In-branch fundraisers, such as office bake sales, Jeans Days, etc., don’t need home office approval. Getting a Non-Canning Public Fundraiser Approved Charity fundraisers outside of the approved Forget Me Not Days format raise a number of tax, contract, and liability issues that must be addressed prior to the event in order to protect the branch, the BSM, and the company. Here’s the process: 1. Get BSM sign-off on the idea. 2. Receive approval from your local Alzheimer’s Association chapter contact. 3. Receive home office approval: –– Discuss event idea with the Forget Me Not Days staff. Fundraisers must uphold the Bankers Life and Forget Me Not Days brand. –– Submit Event Proposal Form by March 30. Click here. –– Submit Proof of Liability Insurance. If event will be held at a venue, submit by March 30. The venue’s insurance must meet CNO’s minimum standards. –– Reminder: the approval you receive from home office for your non-canning fundraiser is ONLY an approval of the event concept as it pertains to fundraising. 4. Follow normal Contract Management procedures. 5. Approval may take up to 14 days. Bankers Life reserves the right to decline fundraisers that do not meet the above criteria. Contact Contact Erica Smith at erica.smith@cnoinc.com or 317.817.2728 to begin the process and receive the forms/liability insurance standards. Deadlines Forms must be submitted no later than March 30, 2015. All non-canning fundraisers must be reviewed on an annual basis. ©2015 Bankers Life (02/15) 160038 151413
  23. 23. 18 Volunteer Waiver and Release of Liability I hereby waive all claims against the Alzheimer’s Association, Bankers Life and Casualty Company, Bankers Conseco Life Insurance Company, their affiliates and any personnel for any property damage I may incur or personal injury I might suffer in connection with this event. I grant full permission for the Alzheimer’s Association, Bankers Conseco Life Insurance Company and Bankers Life and Casualty Company to use photographs of me and quotations from me in any medium for accounts, descriptions and promotions of this event. I further attest that all money collected by me will be submitted to the Alzheimer’s Association. Signature _________________________________________________ Date _________________ (Parent or guardian’s signature if participant is under 18 years of age.) Print Name ______________________________________________________________________ Please distribute a waiver to each of your volunteers for their signature. Waivers must be returned no later than Friday, June 5. Erica Smith Corporate Communications Email: erica.smith@cnoinc.com © 2015 Bankers Life (02/15) 160049 151443
  24. 24. 19 gratefully acknowledges a gift in association with June 5 6, 2015 GIFT AMOUNT $ No goods or services were exchanged for this donation. The Alzheimer’s Association is a 501(c)(3) non-profit, charitable, tax-exempt organization dedicated to research, care and support services. Federal Tax ID: 13-3039601 DATE DONATED BY
  25. 25.                                   2015 Forget Me Not Days Magazine  
  26. 26. 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 156129
  27. 27. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 2 Branch Office Totals 2015 1014 Concord, NH 1014 C Burlington,VT 1018 Portland, Me 1018 B Bangor, ME 1018 C Augusta, ME 1033 Fairfield, CT 1033 D Fishkill, NY 1033 E White Plains, NY 1033 F New London, CT 1033 H Hartford, CT 1056 Phildelphia, PA 1056 D Allentown, PA 1056 E West Chester, PA 1056 F Northeast Philadelphia, PA 1056 G Lancaster, PA 1067 Hagerstown, MD 1067 A Winchester,VA 1067 B Frederick, MD 1098 Parsipany, NJ 1098 A Suffern, NY 1098 B Paramus, NJ 1290 Los Angeles, CA 1290 B Palmdale, CA 1290 D Pasadena, CA 1290 E North Hollywood, CA 1290 F Camarillo, CA 1850 Brea, CA 2022 Clearwater, FL 2022 A St Petersburg, FL 2022 B Spring Hill, FL 2029 Jacksonville, FL 2029 C Fleming Island, FL 2041 Columbia, SC 2041 A Florence, SC 2041 B Greenwood, Sc 3081 Grand Rapids, MI 3081 A Traverse City, MI 3081 B Mt Pleasant, MI 3083 Kalamazoo, MI 3083 A South Bend IN 3083 B Ft Wayne, IN 3083 C Michigan City, IN 3164 Detroit, MI 3164 B Troy, MI 3164 C Roseville, MI 1051 Harrisburg, PA 1052 Toms River, NJ 1052 C Staten Island, NY 1052 D South Jersey, NJ 1052 E Princeton, NJ 1052 F Brooklyn, NY 1062 Pittsburgh S, PA 1062 B Pittsburgh E, PA 1089 Cleveland S, OH 1099 Somerset, NJ 1099 A Jersey City, NJ 1161 Columbus, OH 1161 A Zanesville, OH 1169 Youngstown, OH 1835 Modesto, CA 1835 A Pleasanton, CA 2013 Ft Lauderdale, FL 2019 Daytona Beach, FL 2021 Tampa, FL 2025 Sarasota, FL 2025 B Ft Myers, FL 2025 D Melbourne, FL 2025 E Lady Lake, FL 2043 Wilmington, NC 2043 B Greenville NC 2043 F North Myrtle Beach, SC 2043 G Raleigh, NC 2045 Charlotte, NC 2045 G Boone, NC 2045 H Lake Norman, NC 2045 I Asheville, NC 2048 Greenville, SC 2048 A Spartanburg, SC 2054 Augusta, GA 2057 Charleston, SC 2059 Montgomery, AL 2082 Louisville, KY 2087 Lexington, KY 2164 Virginia Beach, VA 2173 Baltimore, MD 2173 A Annapolis, MD 2173 B Bel Air, MD 3021 Orland Park, IL 3021 E Kankakee, IL 3021 F Champaign, IL 3031 Indianapolis ,IN 3031 B Evansville, IN 3031 D Bloomington, IN 3031 E Owensboro, KY 3035 Lafayette, IN 3035 D Crown Point, IN 3051 St. Louis, MO 3055 Belleville, IL 3071 Milwaukee WI 3073 Green Bay, WI 3073 A Oshkosh,WI 3091 Lansing, MI 3091 A Ann Arbor, MI 3093 Saginaw MI 3093 A Fort Gratiot, MI 4021 San Antonio TX 4021 D Corpus Christi,TX 4021 F McAllen,TX 4042 Dallas TX 4042 B Irving,TX 4042 C Ft Worth,TX 4042 D McKinney,TX 4042 E Wichita Falls,TX 4057 Oklahoma City, Ok 4057 A Lawton, OK 4071 Kansas City, MO 4071 C Warrensburg, MO 4071 D St Joseph, MO 4071 E Harrisonville, MO 4075 Topeka, KS 4075 C Lenexa, KS 4075 D Manhattan, KS 4091 Wichita, KS 4095 Tulsa, OK 4097 Little Rock, AR 5012 Minneapolis, MN 5012 C Duluth, MN 5041 Omaha, NE 5053 Denver South, CO 5053 A Colorado Springs, CO 5053 C Grand Junction, CO 5074 Las Vegas, NV 7001 Syracuse, NY 7005 Long Island, NY 7005 A Queens, NY 7007 Albany, NY 1011 Boston, MA 1011 D Providence, RI 1068 Dover, DE 1068 A Newark, DE 1068 B Salisbury, MD 1082 Cleveland N, OH 1082 A Akron, OH 1086 Erie, PA 1086 A Grove City, PA 1086 B Jamestown, NY 1177 Dayton, OH 1291 Long Beach, CA 1291 A Santa Monica, CA 1292 San Luis Obispo,CA 1292 A Bakersfield, CA 1710 Chico, CA 1710 D Redding, CA 1710 E Eureka, CA 1725 Bay Area, CA 1725 B Daly City, CA 1820 Sacramento, CA 1820 B Santa Rosa, CA 1860 San Diego, CA 1860 A Oceanside, CA 1860 C Mission Valley, CA 2014 West Palm Beach, FL 2014 B Palm City, FL 2033 Orlando FL 2033 A Orlando, FL 2051 Atlanta E, GA 2051 B Dawsonville, GA 2058 Atlanta W, GA 2058 C Columbus, GA 2058 D Peachtree City, GA 2062 Birmingham, Al 2086 Nashville, TN 2086 B Chattanooga,TN 2086 C Bowling Green, KY 3013 Chicago, IL 3013 A Libertyvile, IL 3013 B Oakbrook Terrace, IL 3013 C North Riverside, IL 3016 Carol Stream, IL 3017 Rockford, IL 3027 Peoria, IL 3053 Cape Girardeau, MO 3053 E Marion, IL 3053 F Paducah, Ky 3074 Wausau, WI 3074 A Iron Mountain, MI 3098 Grand Blanc, MI 3098 A Commerce, MI 4024 Austin, TX 4024 C Waco,TX 4037 Albuquerque, NM 4062 Baton Rouge, LA 4161 Memphis, TN 4161 B Jackson,TN 5022 St Cloud, MN 5032 Des Moines, LA 5032 C Davenport, LA 5032 D Sioux Falls, SD 5051 Denver North, CO 5051 A Ft Collins, CO 5056 Billings, MT 5056 A Casper,WY 5094 Tacoma, WA 5097 Portland, OR 5167 Salem, OR 5167 A Eugene, OR 5167 B Medford, OR 7004 Buffalo, NY $5,000 – $30,000 $1,000 – $4,999 $999 and Under
  28. 28. 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. EDITOR Erica Geske GRAPHIC DESIGN Abbe Wright Bankers Life Attn: Carrie Jost 111 E. Wacker Drive Chicago, IL 60601 BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 3 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 TEN Celebrate this year’s leading fundraisers. 14 PHOTOS FROM THE FIELD Check out snapshots of our volunteers in action. 14 5
  29. 29. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 4 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
  30. 30. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 5 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.
  31. 31. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 6 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
  32. 32. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 7 New Alzheimer’s treatment research revealed More 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 Debut Bankers 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
  33. 33. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 8 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 $7,024 3083 A South Bend, IN; 3083 B FT Wayne, IN; 3083 C Michigan City, IN 9
  34. 34. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 9 THE TOP TEN 6 8 BSO 1290 • Los Angeles $8,542 1290 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 $8,833 1067 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 7 BSO 3164 • Detroit, MI $10,184 3164 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
  35. 35. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 10 BSO 1056 • Philadelphia, PA $18,252 1056 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 $18,252 3081 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 5 4 THE TOP TEN
  36. 36. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 11 BSO 1018 • Portland, ME $29,050 1018 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 3 THE TOP TEN
  37. 37. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 12 2 BSO 1033 • Fairfield, CT $32,890 1033 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
  38. 38. 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
  39. 39. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 14 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
  40. 40. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 15 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
  41. 41. BANKERS LIFE’S FORGET ME NOT DAYS 2015 I 16 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 156129 SAVE THE DATE! June 3 4, 2016 Join us as we continue the fight against Alzheimer’s. Book your 2016 collection locations today!
  42. 42.                                   2014 CNO Financial Community Report  
  43. 43. CNO IN OUR COMMUNITY Standing up for health and wellness. Supporting military families. Helping build stronger communities. 160729
  44. 44. Our Communities CNO Financial believes in building stronger communities for our customers, our associates and our neighbors. 2014 by the numbers • Associates volunteered more than 14,000 hours. • CNO Financial, our associates and insurance producers gave over $1.3 million to nonprofit organizations benefitting communities across the nation. • Nearly $400,000 more was contributed by associates and agents who volunteered their time to raise funds through public donations. Our giving strategy CNO Financial Group supports our communities, our associates and our customers through nonprofit agencies that address the physical and financial health and wellness of middle-income Americans and military families.
  45. 45. $680,000 contributed through associate giving campaign Over 1,600 hours given in Afternoon of Service volunteer event • American Red Cross • Carmel Center for Performing Arts • Gleaners Food Bank of Indiana • Indianapolis Indians Other community-building partners 45 Families assisted by holiday giving project • Indianapolis Symphony Orchestra • Meals on Wheels Chicago • Pacers Foundation • WFYI Public Media CNO Financial has enjoyed a partnership with United Way for 15 years. CNO is a 14-time recipient of the Company that Cares award and is a Spirit United Award winner. Our Team CNO employee volunteer program was honored with the EVP of the Year Award from the Central Indiana Corporate Volunteer Council in 2014. Our associates donated over $415,000 during our annual campaign, in addition to more than $265,000 in corporate matching funds. The company provided an additional $50,000 to give holiday gifts and groceries to 45 families in three cities. Our first Afternoon of Service volunteer event involved over 400 associates, who gave 1,600 hours of service to United Way agencies. Over 400 Afternoon of Service volunteer event participants
  46. 46. Physical and Financial Health and Wellness CNO Financial believes in standing up for health and wellness for our customers, our associates and our neighbors.
  47. 47. $337,000 collected in 12th annual Bankers Life Forget Me Not Days event 5,000 packs of seeds distributed to Indiana Pacers fans at Bankers Life Fieldhouse More than 1,000 agents and associates in more than 200 cities participated in Forget Me Not Days $8,700 raised by Walk to End Alzheimer’s teams in Chicago and Indianapolis $ CNO Financial is a longtime supporter of the Alzheimer’s Association, which has partnered with the Bankers Life brand since 2002. Our signature program, Bankers Life’s Forget Me Not Days® , has collected and contributed over $3.7 million to the Alzheimer’s Association. Our Forget Me Not Days Night at Bankers Life Fieldhouse raises awareness of Alzheimer’s disease and directs those who need help to the resources available from the Alzheimer’s Association. In 2014, CNO Financial and Bankers Life associates and insurance agents raised $462,500 through Forget Me Not Days, the Walk to End Alzheimer’s and a $100,000 corporate donation.
  48. 48. 2,700 pink bracelets distributed on Pink Friday $50,000 HOPE grant Over $7,000 raised by Making Strides Against Breast Cancer team Other health and wellness partners CNO Financial believes in the mission of the American Cancer Society. Under the Washington National brand, we are a proud partner of their mission. In 2014, American Cancer Society was supported with over $72,000 in corporate donations, associate fundraising and a grant from the Health Opportunity through Partnership in Education (HOPE). HOPE grants are made possible through the contributions of Washington National policyholders. In 2014, we held our first Pink Friday event, asking our associates to wear pink to support breast cancer awareness. Each associate received a pink bracelet to wear. • American Diabetes Association • American Lung Association • Arthritis Foundation • Indiana Blood Center
  49. 49. CNO Financial supports military families through our partnership with the Military Warriors Support Foundation, which helps to place our nation’s heroes on the path to lifelong financial security. In 2014, CNO and Bankers Life supported Military Warriors Support Foundation through a combination of corporate donations and fundraising totaling $120,000—enough to help six veterans pursue homeownership. For each hero, we provided $20,000 to cover a financial mentoring program for the family. This program is required for the veteran to receive the deed to his or her home, and is designed to reduce debt and prepare the family for the financial realities of civilian life. $120,000 raised and donated 6 heroes sponsored Military Families CNO Financial believes in supporting our nation’s military families. We do that through our partnership with Military Warriors Support Foundation.
  50. 50. CNO COMMUNITY SPIRIT AWARDS CNO Financial believes in supporting causes that are important to our associates. Since 2010, CNO has awarded $100,000 to organizations where our associates volunteer their time and talent. In 2014, CNO made its fifth annual Community Spirit Award grants to seven nonprofit organizations. The awards honor associates who make an extraordinary social impact in their communities, demonstrate strategic involvement and dedication to getting results, and maintain a compelling and enduring commitment to the agencies they support. The winners are selected by a panel of associates representing all of the company’s major locations and departments. Through CNO’s partnership with the nationally acclaimed Jefferson Awards for Public Service, each Spirit Award winner also received a Jefferson Award. Award of Excellence $10,000 grant from CNO to the nonprofit organization, plus a trip for the winner to Washington, D.C., to represent CNO at the national Jefferson Awards ceremony. Pat Lavelle AIDS Fund Award of High Achievement $5,000 grant from CNO to the nonprofit organization Lester Trotter Susan G. Komen Central Indiana Awards of Merit $1,000 grant from CNO to the nonprofit organization Julie Bullard Big Brothers Big Sisters of Central Indiana Kathy Isoda Naperville Area Humane Society Letitia Koch Special Olympics Terri Scott American Red Cross Sanja Vujic Cabrini Connections
  51. 51. CNO Financial Group, Inc. 11825 N. Pennsylvania Street Carmel, IN 46032 (317) 817-6100 © 2015 CNO Financial Group, Inc. CNOinc.com (04/15) 160729 160729
  52. 52.                                   Forget Me Not Days Press Releases                          
  53. 53. Apr 1, 2016 Bankers Life Goes Purple to Spread Alzheimer's Awareness Bankers Life and Alzheimer's Association will kick off Forget Me Not Days at Bankers Life Fieldhouse at April 6 Pacers game CARMEL, Ind., April 1, 2016 /PRNewswire/ -- Bankers Life, a national life and health insurance brand of CNO Financial Group, is once again teaming up with theAlzheimer's Association Greater Indiana Chapter to raise awareness of Alzheimer's disease. The annual Bankers Life Forget Me Not Days event, Alzheimer's Awareness Night, will take place Wednesday, April 6, at Bankers Life Fieldhouse. Volunteers outfitted in purple t-shirts will distribute packets of Forget-Me-Not flower seeds to the first 5,000 fans arriving at the Indiana Pacers vs. Cleveland Cavaliers game. Fans will be encouraged to plant the seeds at home in honor of Indiana'sAlzheimer's patients and their families. Association helpline information is included on the packets for patients and families in need. The event will also include purple cotton candy available for purchase. For every sale of the sweet treat, Bankers Life will donate $1 to the Alzheimer's Association Greater Indiana Chapter. An estimated 5.3 million Americans – including 110,000 Hoosiers – live with Alzheimer's disease, and those numbers are projected to increase exponentially, according to the Alzheimer's Association. With so many in our community affected by Alzheimer's, Bankers Life remains committed to the fight against this disease, said Scott Goldberg, president of Bankers Life. We are proud of our longstanding partnership with the Alzheimer's Association, which makes it possible for us to contribute toward the advancement of critical research and support programs for affected Hoosier families. Alzheimer's disease is the sixth-leading cause of death in the United States, saidLeah Shattuck, communications director of the Alzheimer's Association Greater Indiana Chapter. We appreciate the support of Bankers Life and CNO Financial Group for their remarkable efforts to raise funds and awareness of Alzheimer's disease, which helps provide care and education for affected families in our community. Since 2003, Bankers Life has supported the Alzheimer's Association with more than$4.1 million for care, education and research programs, including collecting and donating more than $500,000 last year alone. About Bankers Life Bankers Life focuses on the insurance needs of middle-income Americans who are near or in retirement. The Bankers Life brand is a part of CNO Financial Group, Inc. (NYSE: CNO), whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees. There are more than 5,000 Bankers Life insurance agents at over 300 offices across the country. To learn more, visit BankersLife.com. About the Alzheimer's Association The Alzheimer's Association is the world's leading voluntary health organization in Alzheimer's care, support and research. Its mission is to eliminate Alzheimer's disease through the
  54. 54. advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. Its vision is a world without Alzheimer's. For more information, visitalz.org. SOURCE Bankers Life Sep 1, 2015 Forget Me Not Days Fundraiser Elevates Bankers Life's Alzheimer's Association Support to $500,000 Annual Event Raises Over $350,000 to Support Care, Education and Research CHICAGO, Sept. 1, 2015 /PRNewswire/ -- After a successful Bankers Life's Forget Me Not Days fundraiser held throughout the country, support for the Alzheimer's Association from Bankers Life and its parent company CNO Financial Group has grown to $500,000 for 2015. Bankers Life is a national life and health insurance brand that focuses on the insurance needs of Americans who are near or in retirement. Forget Me Not Days is Bankers Life's annual street corner fundraising campaign to raise awareness of and collect money for the Alzheimer's Association. Nationally, this year's Bankers Life's Forget Me Not Days event collected just over $350,000, a four percent increase over last year. In addition, Bankers Life and CNO Financial Group pledged $150,000 in corporate donations to support the Alzheimer's Association's mission. Bankers Life's Forget Me Not Days represents our commitment to supporting the Alzheimer's Association and its efforts to end this devastating disease, said Scott Goldberg, president of Bankers Life. We look forward to the event each year, hitting the streets to collect money and educate our community about Alzheimer's and its impact on the growing Baby Boomer population. The event is called Forget Me Not Days because in exchange for their donations, individuals receive packets of Forget-Me-Not flower seeds to take home and plant in honor of families across America who are facing or have lost someone with Alzheimer's. In its 13th record-breaking year, more than 1,000 Bankers Life agents, associates and Alzheimer's Association volunteers took to the streets in June to collect donations from passersby. Volunteers collected in more than 200 cities across the country and over 200,000 packets of Forget-Me-Not flower seeds were exchanged for donations. With more than 5 million Americans living with Alzheimer's and 15 million people providing care, support for the cause is more critical than ever. The ongoing dedication of Bankers Life and their employees to the Alzheimer's Association is always significant and greatly appreciated, said Beth Kallmyer, vice president, constituent services, Alzheimer's Association. The commitment made by Bankers Life volunteers in communities to raise awareness and collect funds for critical Alzheimer's Association care, support and research programs is meaningful and will help ensure that families have the support they need, while also advancing research to change the course of this devastating disease. One hundred percent of the money collected during Forget Me Not Days is donated to the Alzheimer's Association, the largest nonprofit funder for Alzheimer's research in the nation.
  55. 55. Since 2003, Bankers Life's Forget Me Not Days has helped provide more than $4.1 million to the Alzheimer's Association. About the Alzheimer's Association The Alzheimer's Association is the leading voluntary health organization in Alzheimer's care, support and research. Its mission is to eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. Their vision is a world without Alzheimer's. For more information, visitwww.alz.org. About Bankers Life Bankers Life focuses on the insurance needs of middle-income Americans who are near or in retirement. The Bankers Life brand is a part of CNO Financial Group, Inc. (NYSE: CNO), whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees. There are more than 5,000 Bankers Life insurance agents at over 300 offices across the country. To learn more, visit BankersLife.com. SOURCE Bankers Life Aug 22, 2014 Bankers Life Increases Alzheimer's Association Support to $436,000 CHICAGO, Aug. 22, 2014 /PRNewswire/ -- Through its annual fundraiser and a separate corporate donation, Bankers Life has increased its financial support to theAlzheimer's Association in 2014 to $436,000. Bankers Life's annual Forget Me Not Days event raised just over $336,000 for the Alzheimer's Association, up slightly from what was collected last year. In addition, Bankers Life– the national life and health insurer focusing on the retirement market– recognized the Association on a national level with a $100,000 donation to aid in the support of the Association's mission. In its 12th record-breaking year, more than 1,000 Bankers Life agents, associates and Alzheimer's Association volunteers took to the streets in May to collect donations from passersby. Volunteers collected in more than 200 cities across the country and over 200,000 packets of Forget-Me-Not flower seeds were exchanged for donations. I am always awed by the number of volunteers who come out to support our annual fundraising event and equally impressed by the donations collected each year, saidScott Goldberg, president of Bankers Life. Forget Me Not Days reminds us how far-reaching Alzheimer's disease is, and of its painful and pervasive impact on families. Bankers Life is honored to aid the Alzheimer's Association in its critical mission to increase awareness and advance education, research and treatment for this devastating disease. The longstanding commitment by Bankers Life and their associates to the Alzheimer's Association is always inspiring and sincerely appreciated, said Beth Kallmyer, vice president, constituent services, Alzheimer's Association. With more than 5 million Americans living with Alzheimer's and 15 million people providing care, support for the cause is more critical than ever. The effort made by Bankers Life volunteers to blanket street corners to raise awareness and collect funds for critical Alzheimer's Association care, support and research programs is so valuable and will contribute to changing the course of this devastating Alzheimer's disease.
  56. 56. Since the fundraiser's start in 2003, Bankers Life has provided the Association with over $3.7 million for care, education and research programs. About the Alzheimer's Association The Alzheimer's Association is the world's leading voluntary health organization in Alzheimer's care, support and research. Our mission is to eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. Our vision is a world without Alzheimer's. For more information, visitwww.alz.org. About Bankers Life Bankers Life focuses on the insurance needs of middle-income Americans who are near or in retirement. The Bankers Life brand is a part of CNO Financial Group, Inc. (NYSE: CNO), whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees. There are more than 5,000 Bankers Life insurance agents at over 300 offices across the country. To learn more, visit BankersLife.com. SOURCE Bankers Life

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