April 19, 2023 Newsletter

Page 1

“I never lose. I either win or learn.”
– Nelson Mandela

New Cases Opened This Week:

Theresa Ballweber

Don Brink

David Goshien

Jacob Keim C

Brian Shields

Maleena Thompson C

C = Construction

M = Manufacturing

W = Wholesale

G = Grocery

CG = City Government

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 15)

Names in blue denote agents within first 52 weeks.

Top 15 Openers Week 15 Sales Brink, Don $48,995.90 Runtz, Krista $38,481.78 Kirk, Elliot $20,853.06 Buschman, Roxana $13,142.34 Shields, Brian $7,299.06 Thompson, Maleena $7,187.97 Goshien, David $5,884.92 Ballweber, Theresa $5,097.12 Campbell, Branden $4,421.28 Putman, Matt $4,342.68 Bryant, Margaret $3,582.29 Keim, Jacob $3,126.72 Hess, Jordon $2,865.84 Ray, Carrie $2,749.80 Bilgen, Lisa $2,452.83
Top DGA’s Thurston, Doug $121,454.19 Runtz, Joe $39,213.54 Jones, Eric $28,562.64 WTD TopADM’s Jones, Amanda $28,562.64 Weiland, Abigail $10,047.60 Curry, John $7,961.40 Top 15 Benefit Counselors WK 15 Net Sales Credits Kinney, David 10,239 Hadlock, Melissa 8,217 Isaacson, Stephanie 8,047 Fleener, Lois 5,658 Losada Monroy, Raquel 5,439 Miller, Tricia 4,624 Sweeney, Jerry 3,356 Maccabee, Amber 3,158 Kirk, Elliot 2,662 Runtz, Krista 1,686 Buschman, Roxana 1,065 Putman, Matt 862 Palmer, Corey 761 Taylor, Todd 666 Brown, Ken 603

Quarter to Date Numbers (as of Week 15)

QTD Top DGA’s by % of Plan Runtz, Joe 62.6% Maxwell, Denise 35.6% Jones, Eric 33.2% QTD TopADM’s by % of Plan Jones, Amanda 49.2% Putman, Matt 35.9% Curry, John 15.6% Top 15 Openers QTD - 2023 Sales Brink, Don $70,397.72 Runtz, Krista $44,639.58 Kirk, Elliot $20,853.06 Ballweber, Theresa $16,562.67 Putman, Matt $13,924.68 Buschman, Roxana $13,142.34 Campbell, Branden $9,369.00 Brook Ford $9,049.44 Shields, Brian $7,299.06 Thompson, Maleena $7,187.97 Goshien, David $5,884.92 Moss, Greg $4,967.76 Hadlock, Melissa $4,495.14 Sweeney, Jerry $3,841.92 Ray, Carrie $3,242.64 Top 15 Benefit Counselors QTD Total Net Sales Credit Hadlock, Melissa 11,109 Kinney, David 10,793 Isaacson, Stephanie 8,369 Losada Monroy, Raquel 5,963 Fleener, Lois 5,658 Miller, Tricia 5,186 Sweeney, Jerry 4,701 Maccabee, Amber 3,277 Buschman, Roxana 2,830 Kirk, Elliot 2,662 Putman, Matt 1,840 Smith, Pamela 1,624 Runtz, Krista 1,314 Stewart, Jackson 1,067 Taylor, Todd 1,002
YTD Top DGA’s by % of Plan Jones, Eric 34.1% Naugle, Ty 30.1% Runtz, Joe 28.3% YTD TopADM’s by % of Plan Jones, Amanda 48.7% Curry, John 34.1% Weiland, Abigail 28.2% Top 15 Openers YTD - 2023 Sales Brink, Don $341,567.14 Campbell, Branden $182,027.40 Bryant, Margaret $99,970.56 Runtz, Krista $65,451.40 Ballweber, Theresa $59,760.42 Kirk, Elliot $56,890.62 Ray, Carrie $42,373.91 Putman, Matt $36,961.34 Weiland, Abigail $35,957.06 Curey, Jacob $33,728.52 Bilgen, Lisa $33,551.01 Erickson, Cagney $25,599.21 Mitchell, Jeff $24,217.20 Gifford, Troy $23,340.48 Palmer, Corey $21,863.61 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 60,891 Hadlock, Melissa 37,514 Kinney, David 36,476 Losada Monroy, Raquel 33,699 Maccabee, Amber 25,960 Miller, Tricia 25,838 Sweeney, Jerry 23,915 Buschman, Roxana 13,858 Gifford, Troy 11,342 Smith, Pamela 11,231 Putman, Matt 11,230 Leach, Susan 11,068 Camarata, Tim 10,708 Mitchell, Jeff 8,476 Palmer, Corey 7,842
Year to Date Numbers (as of Week 15)
Date Numbers (as of Week
Top 5 Coordinators WK 15 Net Sales Credits Ballweber, Theresa 6,526 Bryant, Margaret 2,944 Buschman, Roxana 2,629 Talburt, Marci 1,978 Thompson, Maleena 719 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 10,213 Talburt, Marci 3,419 Bryant, Margaret 3,074 Buschman, Roxana 2,629 Gifford, Troy 1,157 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 71,032 Talburt, Marci 27,586 Bryant, Margaret 12,790 Gifford, Troy 6,890 Bonner, Lynn 6,883
Year to
15)
2023 Cases 2023 Goal: 208 2023 Actual: 56 cases 26.9% 2nd Qtr Premium 2023 Goal: $2,518,001 2023 Actual: $362,603 14.4% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $2,053,188 16%
2023 Goal: 50 2023 Actual: 12 24%
2nd Qtr 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

Turn static files into dynamic content formats.

Create a flipbook

Articles inside

2024 PRESIDENT'S CLUB AND LEADERS CONFERENCE

1min
page 7
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.