C = Construction
M = Manufacturing
W = Wholesale
G = Grocery
CG = City Government
E = Educator
New Cases Opened This Week:
Corri Attebery
Lisa Bilgen
Matt Putman
Joe Runtz
Krista Runtz W
Jerry Sweeney C
2024 PRESIDENT'S CLUB AND LEADERS CONFERENCE
2024 President’s Club
March 4–6
The Reserve at Grand Hyatt Baha Mar
The Bahamas
President’s Club qualifiers will experience Paradise Found the moment they arrive at The Reserve within the Grand Hyatt Baha Mar in The Bahamas. This exclusive hotel within the Grand Hyatt resort takes luxury to the next level, including authentic Bahamian service, a private lounge and special amenities.
Floor-to-ceiling windows provide incomparable views of the gorgeous island scenery from every room, just steps away from sun-soaked sand beaches and pristine blue waters. This opulent resort offers endless options for relaxation or adventure, from pools to the spa, and from the onsite casino to a private wildlife sanctuary not to mention dozens of diningoptionsforfreshlocaland internationalcuisine.
2024 Leaders Conference
March 6–11
Grand Hyatt Baha Mar
The Bahamas
The Grand Hyatt Baha Mar in The Bahamas will welcome 2024 Leaders Conference qualifiers ready to find their paradise. This spectacular oceanfront resort offers breathtaking views from every room and the ultimate in luxurious service.
Tempt your palate with fresh local and international cuisine at more than 45 dining options in or near the hotel including the resort’s private food trucks, right on the sand. Enjoy sunset from the rooftop cocktail bar or stop by the jazz bar with live music. There’s no need to leave the resort to experience the glamour of the largest casino in the Bahamas, the 15-acre beachfront waterpark, or the resort’s private wildlife sanctuary.
Week to Date Numbers (as of Week 14)
Names in blue denote agents within first 52 weeks.
Top 15 Openers Week 14 Sales Brink, Don $21,401.82 Ballweber, Theresa $11,465.55 Putman, Matt $9,582.00 Runtz, Krista $6,157.80 Moss, Greg $4,967.76 Campbell, Branden $4,947.72 Sweeney, Jerry $3,841.92 Hadlock, Melissa $3,810.18 Stubbs, Jason $2,226.36 Weiland, Abigail $2,064.90 Curry, John $1,372.08 Day, Eric $791.40 Taylor, Todd $719.37 Waldram, Matt $633.60 Betz, Wes $519.57
Top DGA’s Thurston, Doug $53,476.65 Naugle, Ty $15,105.60 Maxwell, Denise $14,107.32 WTD TopADM’s Curry, John $10,181.76 Putman, Matt $10,021.44 Canals, Gabriel $6,010.56 Top 15 Benefit Counselors WK 14 Net Sales Credits Hadlock, Melissa 2,892 Buschman, Roxana 1,765 Smith, Pamela 1,636 Sweeney, Jerry 1,345 Stewart, Jackson 1,158 Putman, Matt 978 Stubbs, Jason 779 Miller, Tricia 561 Kinney, David 554 Losada Monroy, Raquel 524 Curry, John 480 Drebes, Tate 454 Camarata, Tim 443 Taylor, Todd 336 Betz, Wes 330
Quarter to Date Numbers (as of Week 14)
QTD Top DGA’s by % of Plan Griffeth, Jeff 13.7% Runtz, Joe 13.6% Maxwell, Denise 12.2% QTD TopADM’s by % of Plan Putman, Matt 25.1% Curry, John 8.8% Weiland, Abigail 3.2% Top 15 Openers QTD - 2023 Sales Brink, Don $21,401.82 Ballweber, Theresa $11,465.55 Putman, Matt $9,582.00 Brook Ford $8,199.00 Runtz, Krista $6,157.80 Moss, Greg $4,967.76 Campbell, Branden $4,947.72 Sweeney, Jerry $3,841.92 Hadlock, Melissa $3,810.18 Stubbs, Jason $2,226.36 Weiland, Abigail $2,064.90 Curry, John $1,372.08 Day, Eric $791.40 Taylor, Todd $719.37 Waldram, Matt $633.60 Top 15 Benefit Counselors QTD Total Net Sales Credit Hadlock, Melissa 2,892 Buschman, Roxana 1,765 Smith, Pamela 1,636 Sweeney, Jerry 1,345 Stewart, Jackson 1,158 Putman, Matt 978 Stubbs, Jason 779 Miller, Tricia 561 Kinney, David 554 Losada Monroy, Raquel 524 Curry, John 480 Drebes, Tate 454 Camarata, Tim 443 Taylor, Todd 336 Betz, Wes 330
YTD Top DGA’s by % of Plan Naugle, Ty 28.0% Jones, Eric 26.7% Griffeth, Jeff 20.8% YTD TopADM’s by % of Plan Jones, Amanda 37.6% Curry, John 31.9% Weiland, Abigail 25.9% Top 15 Openers YTD - 2023 Sales Brink, Don $292,571.24 Campbell, Branden $177,606.12 Bryant, Margaret $96,388.27 Ballweber, Theresa $54,663.30 Ray, Carrie $39,624.11 Kirk, Elliot $36,037.56 Weiland, Abigail $35,638.10 Curey, Jacob $33,151.44 Putman, Matt $32,618.66 Bilgen, Lisa $31,098.18 Runtz, Krista $26,969.62 Erickson, Cagney $25,599.21 Mitchell, Jeff $24,217.20 Gifford, Troy $23,340.48 Palmer, Corey $19,689.33 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 52,844 Hadlock, Melissa 29,296 Losada Monroy, Raquel 28,260 Kinney, David 26,237 Maccabee, Amber 22,802 Miller, Tricia 21,213 Sweeney, Jerry 20,558 Buschman, Roxana 12,794 Gifford, Troy 11,342 Smith, Pamela 11,243 Leach, Susan 11,068 Camarata, Tim 10,708 Putman, Matt 10,368 Mitchell, Jeff 8,476 Palmer, Corey 7,081
Year to Date Numbers (as of Week 14)
to Date Numbers (as of Week 14) Top 5 Coordinators WK 14 Net Sales Credits Ballweber, Theresa 3,687 Talburt, Marci 1,442 Gifford, Troy 936 Bonner, Lynn 329 Bryant, Margaret 130 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 3,687 Talburt, Marci 1,442 Gifford, Troy 936 Bonner, Lynn 329 Bryant, Margaret 130 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 64,506 Talburt, Marci 25,608 Bryant, Margaret 9,846 Bonner, Lynn 6,910 Gifford, Troy 6,670
Year
2023 Cases 2023 Goal: 208 2023 Actual: 50 cases 24% 2nd Qtr Premium 2023 Goal: $2,518,001 2023 Actual: $111,224 4.4% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $1,801,809 14.1%
Qtr
2023 Goal: 50 2023 Actual: 6 12%
2nd
Cases
THE CORE TEAM
Eric Weiland
Territory Sales Manager
503.329.3168 (cell)
503.416.0552 (office)
EWeiland@ColonialLife.com
Stefanie Jacobs
Territory Executive Assistant
503.416.0551 (office)
Sjacobs2@ColonialLife.com
Kimberly Dustin
Regional Broker Manager
503-798-3162 (cell)
Kdustin@ColonialLife.com
Colton Phillips
Recruiting Consultant
530-440-8514 (cell)
CPhillips@ColonialLife.com
Tom Chambers
Territory Sales Trainer
503-706-2099 (cell)
TChambers@ColonialLife.com
Main Line: 503.416.0550
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035