Oregon Idaho Pioneers April 22, 2020 October 6, 2016
William Coon Aimee Mattson Heather Reid Brenda Gurney
New Cases Opened This Week: Branden Campbell
Nate McGill
Lois Fleener
Carrie Ray
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of the ancient civilization in Athens' historical city center. Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime. Your Legend Awaits!
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 16)
WTD Top ADM’s
WTD Top DGA’s
Fleener, Lois
$6,260.40
$7,732.20
Canals, Gabriel
$3,523.02
$7,125.12
Griffeth, Jeff
$3,352.56
Thurston, Doug
$69,564.24
Maxwell, Denise Kezele, Will
Top 15 Openers Brink, Don
Week 16 Sales
Top 15 Benefit Counselors
WK 16 Net Sales Credits
$34,837.89 Gifford, Troy
3,503
Fleener, Lois
$6,260.40 Miller, Tricia
2,829
Griffeth, Jeff
$3,352.56 Isaacson, Stephanie
2,470
Ray, Carrie
$3,307.44 Losada Monroy, Raquel
2,364
Gifford, Troy
$3,226.56 Fleener, Lois
2,191
Bilgen, Lisa
$3,129.24 Wolden, Julie
1,973
McGill, Nate
$3,052.32 Brink, Don
1,895
Campbell, Branden
$2,887.32 Kunkler, Karen
1,685
Pines, Zara
$2,869.08 Buschman, Roxana
1,120
Ballweber, Theresa
$2,577.48 Morgester, Christine
1,095
Taylor, Todd
$2,393.32 Campbell, Branden
832
Bryant, Margaret
$1,161.19 Granja Flores, Hugo
706
Bringhurst, Angela
$594.96 Lane, Michael
634
Bowley, Alyssa
$569.28 Leach, Susan
592
Taylor, Mary
$406.70 Weiland, Abigail
443
Quarter to Date Numbers (as of Week 16)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
18.5%
Fleener, Lois
Maxwell, Denise
18.2%
Weiland, Abigail
9.4%
Rathmanner, Casey
10.9%
Bilgen, Lisa
8.5%
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$97,792.02 Miller, Tricia
17.8%
QTD Total Net Sales Credit 9,446
Fleener, Lois
$9,449.82 Isaacson, Stephanie
7,311
Campbell, Branden
$7,330.32 Brink, Don
6,347
Ford, Brook
$6,004.92 Kunkler, Karen
4,992
Thurston, Derek
$5,842.62 Wolden, Julie
4,635
Meyers, Christopher
$5,207.76 Buschman, Roxana
4,075
Pines, Zara
$5,092.65 Losada Monroy, Raquel
3,697
McGill, Nate
$4,544.64 Fleener, Lois $4,466.22 Gifford, Troy
3,243
2,600
Ballweber, Theresa
$4,457.67 Leach, Susan $3,636.06 Meyers, Christopher
Ray, Carrie
$3,514.38 Ford, Brook
1,700
Taylor, Todd
$3,294.64 Bryant, Margaret
1,599
Griffeth, Jeff
$2,900.52 Morgester, Christine
1,450
Wollen, Gordon
$2,838.48 Campbell, Branden
1,062
Bryant, Margaret
Bilgen, Lisa
3,008 1,823
Year to Date Numbers (as of Week 16)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
25.8% Bilgen, Lisa
55.5%
Thurston, Doug
19.5% Gifford, Troy
25.2%
Kezele, Will
17.3%
21.5%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$286,588.52
Isaacson, Stephanie
74,933
Bryant, Margaret
$259,961.65
Kunkler, Karen
47,133
Bilgen, Lisa
$203,829.21
Losada Monroy, Raquel
46,776
Gifford, Troy
$47,867.71
Wollen, Gordon
22,833
Bringhurst, Angela
$41,822.31
Buschman, Roxana
22,625
Thurston, Derek
$33,317.16
Brink, Don
20,566
Pines, Zara
$31,961.51
DuPriest, Kathy
19,340
Ray, Carrie
$28,648.41
Gifford, Troy
17,218
Campbell, Branden
$26,370.96
Peterson, Kimberly
15,828
Ballweber, Theresa
$26,157.58
Taylor, Todd
14,063
Harris, Leslie
$22,296.51
Leach, Susan
13,492
Hayes, Shawn
$21,874.56
Parsons, Kate
13,455
Bowley, Alyssa
$21,480.21
Ford, Brook
12,486
Taylor, Mary
$21,479.69
Wolden, Julie
10,855
Fulton, David
$20,946.64
Miller, Tricia
9,956
Year to Date Numbers (as of Week 16)
Top 5 Coordinators Ballweber, Theresa
WK 16 Net Sales Credits 4,603
Talburt, Marci
937
Bryant, Margaret
827
Gifford, Troy
713
Buschman, Roxana
674
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 13,140
Bryant, Margaret
2,219
Buschman, Roxana
1,984
Talburt, Marci
1,913
Gross, Lynsay
1,525
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
65,136
Bryant, Margaret
46,001
Talburt, Marci
25,383
Gifford, Troy
7,132
Gross, Lynsay
6,500
1st Qtr Cases 2020 Goal:
95 2020 Actual:
9
9.4%
2020 Cases 2020 Goal:
435 2020 Actual:
48
11% 1st Qtr Premium 2020 Goal:
$2,224,997 2020 Actual:
$265,157
11.9% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$2,114,277
18.6%
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
Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Shannon Macinnes-Lund Recruiting Consultant 385.271.6444 (cell) SMacinnesLund@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550