Oregon Idaho Pioneers April 16, 2019 October 6, 2016
We are excited to announce the new Growth Markets “Building Your Business” Sales Forum is coming to your Territory! During this one-day Forum we will be discussing self-reflection that leads to growth and drives sales, the customer experience, advanced selling techniques, and Colonial Life knowledge, presented by Sheilah Rund When?
May 28, 2019 (9:00 am–4:00 pm with working lunch)
Where?
Oregon—Meadows Conference Room First Floor (across the street from T.O.) 5300 Meadows Road Lake Oswego, OR 97035
RSVP?
Click this link: https://www.surveymonkey.com/r/0528Portland
When?
May 21, 2019 (9:00 am-4:00 pm with working lunch)
Where?
Boise, Idaho (location TBD)
RSVP?
Click this link: https://www.surveymonkey.com/r/0521Boise
For any questions, please contact your REC: Sheilah Rund 775-770-4509
Srund@coloniallife.com
LEARN THE NEW TERM COMING SOON-APRIL 29TH HARMONY RELEASE TERM LIFE (ITL5000) WILL BE AVAILABLE TO SELL IN ALL STATES EXCEPT CA, MT, AND NY. YOU CAN START ENROLLING IN HARMONY APRIL 29, 2019.
FOR MORE INFORMATION, SEE PROPR
New Cases Opened This Week: Catherine Beck Stephen Schacher Derek Thurston
April Classes Opener Class April 9—11 8 am – 5 pm
Enroller Class April 23—24 8 am – 5 pm
May Classes Opener Class March 7 - 9 8 am – 5 pm
Enroller Class May 30 - 31 8 am – 5 pm
DDP Training Territory Office May 21 - 22 8 am – 5 pm
President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations. Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property. Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise. “Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!
Don’t forget! New Reps and Managers can win an invitation to attend home office for advanced training that only takes place two times per year. Qualifications are below: New Rep School Qualifications: • • • • •
Open to representatives in their first 52 weeks – ASRs and PSRs Managers (DGA, ADM, PSM and PSAM) not included. Achieve 4 cases and $50,000 in opener net sales premium or 27,500 net sales credits. BQI must be 75% or higher. Manager (DGA and/or TM) approval.
ADM New Manager School Qualifications: Manager is within their first 52 weeks Plan achievement in 2 of their first 4 quarters (not pro-rated) • Minimum sales of $25,000 • BQI of 75% or higher (if BQI is applicable) • Minimum of 3 recruits • Minimum of $10,000 in A Rep sales • Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting • •
DGA New Manager School Qualifications: • • • • • •
Manager within 52 weeks of contract (at time of qualification) Must achieve plan in 1st or 2nd full quarter (minimum sales plan of $30,000) Minimum of $5,000 in A Rep sales Minimum of 2 contracts BQI of 75% or higher Manager is certified in New Leader Development, Managing a Direct Sales Team and Recruiting
Week to Date Numbers (as of Week 15)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$58,990.91
Canals, Gabriel
$26,133.39
Alley, Mike
$24,207.70
Jones, Eric
$22,197.96
Steve Bringhurst
$23,048.40
Rathmanner, Casey
$15,865.56
Top 15 Openers Jones, Eric
Week 15 Sales
Top 15 Benefit Counselors
$19,357.68 Losada Monroy, Raquel
WK 15 Net Sales Credits 5,050
Campbell, Branden
$9,321.48 Stevenson, Ronald
3,781
Bryant, Margaret
$7,394.91 Rathmanner, Casey
2,751
Pines, Zara
$7,332.09 Jones, Eric
2,430
Rathmanner, Casey
$6,368.84 Buschman, Roxana
2,189
Thurston, Derek
$4,645.56 Gardner, Brad
1,982
Beck, Catherine
$4,398.84 Wiemann, John $4,377.78 Ashbeck, Sheila
1,951 1,529
Brink, Don
$4,334.38 Wolden, Julie $2,890.04 Weiland, Abigail
McPherson, Stan
$2,650.92 Kunkler, Karen
1,100
Schacher, Stephen
$2,650.92 Campbell, Branden $2,646.96 Day, Terra
988
$2,646.12 McPherson, Stan $2,547.12 Schacher, Stephen
928
Canals, Gabriel Weiland, Abigail
Kartub, Doug Stubbs, Jason Behbahany, Cameron
1,532 1,418
959 928
Quarter to Date Numbers (as of Week 15)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Cornett, Kevin
15.9%
Rathmanner, Casey
28.2%
Cornett, Eric
14.1%
Canals, Gabriel
19.4%
Alley, Mike
13.5%
Jones, Eric
17.6%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Rathmanner, Casey
$25,654.67 Isaacson, Stephanie
10,219
Jones, Eric
$19,357.68 Losada Monroy, Raquel
5,050
Bryant, Margaret
$14,757.19 Stevenson, Ronald
3,781
Weiland, Abigail
$13,532.24 Rathmanner, Casey
2,751
Campbell, Branden
$11,308.92 Buschman, Roxana
2,644
Pines, Zara
$10,585.50 Jones, Eric
2,430
Brink, Don
$9,660.66 Kunkler, Karen
2,347
Thurston, Derek
$8,713.68 Brink, Don $4,398.84 Weiland, Abigail
2,327
$4,379.64 Gardner, Brad $4,186.68 Wiemann, John
1,982
$3,312.12 Durre, Mike $3,073.65 Wolden, Julie
1,842
$2,798.01 Bryant, Margaret $2,650.92 Ashbeck, Sheila
1,295
Beck, Catherine
Canals, Gabriel Durre, Mike Stubbs, Jason Taylor, Todd Leach, Susan McPherson, Stan
2,197 1,951 1,757 1,246
Year to Date Numbers (as of Week 15)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
22.7% Rathmanner, Casey
29.1%
Cornett, Kevin
19.9% Jones, Eric
23.4%
Bringhurst, Steve
17.3% Bilgen, Lisa
21.7%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Bryant, Margaret
$137,260.51
Isaacson, Stephanie
72,032
Brink, Don
$110,283.35
Liddell, Billy
34,510
Campbell, Branden
$88,131.87
Losada Monroy, Raquel
26,836
Ray, Carrie
$66,126.24
Weiland, Abigail
23,449
Kartub, Doug
$64,305.84
Day, Terra
21,165
Rathmanner, Casey
$58,571.40
Leach, Susan
18,093
Pines, Zara
$48,488.74
Kunkler, Karen
14,559
Bringhurst, Angela
$48,271.26
Campbell, Branden
13,209
Jones, Eric
$35,492.04
Pratt, Jared
12,809
Masjuan, Jose Luis
$31,321.59
Rasmussen, Kelley
12,685
Myers, Jan
$28,252.44
Brink, Don
12,234
Ballweber, Theresa
$25,801.53
Buschman, Roxana
12,113
Wiemann, John
$25,007.82
Morgester, Christine
11,967
Canals, Gabriel
$24,334.14
Wiemann, John
11,443
Weiland, Abigail
$23,325.98
Bringhurst, Angela
10,854
Year to Date Numbers (as of Week 15)
Top 5 Coordinators
WK 15 Net Sales Credits
Ballweber, Theresa
3,967
Talburt, Marci
2,377
Jones, Eric
1,956
Bryant, Margaret
767
Smith, Rebecca
289
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
6,024
Talburt, Marci
5,477
Jones, Eric
1,956
Bryant, Margaret
1,605
Smith, Rebecca
Top 5 Coordinators
534
YTD Total Net Sales Credit
Ballweber, Theresa
85,844
Talburt, Marci
31,439
Gross, Lynsay
7,665
Jones, Eric
7,656
Bryant, Margaret
6,079
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
7
9.4%
2019 Cases 2019 Goal:
376 2019 Actual:
76
20.2%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$216,259
9.2% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$2,014,616
17.3%
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
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550