Oregon Idaho Pioneers April 25, 2017 October 6, 2016
Do you meet with employees concerned about how they’re going to pay for their children’s college education? If so, we have a value-added program that can help. The College Tuition Benefit makes it possible for employers to provide their employees’ children, grandchildren, nieces and nephews with guaranteed college scholarships. The program can be a great door opener and is a unique differentiator in the marketplace. To learn more, you can contact Ainsley Healy directly at College Tuition Benefit by phone at (215) 298-9360, or by email at ainsley@collegetuitionbenefit.com. We also have upcoming webinars for you to get more details: Thursday, April 20 10-11 a.m. EST Webinar link: https://global.gotomeeting.com/join/260409253 Call in: (646) 749-3112 Passcode: 260-409-253 Tuesday, May 16 2-3 p.m. EST Webinar link: https://global.gotomeeting.com/join/367150565 Call in: (646) 749-3112 Passcode: 367-150-565 Thursday, May 18 10-11 a.m. EST Webinar link: https://global.gotomeeting.com/join/301181573 Call in: (571) 317-3122 Passcode: 301-181-573
Mountain Escape 2017 Q2 Sales Contest Your next escape plan is for the beautiful mountains of Stowe, Vermont. Reps and managers who push themselves to the top this quarter will join us for a unique summertime experience at the Stowe Mountain Lodge. Outdoor adventures, restorative spa treatments, gorgeous mountain views and alpine luxury at its finest are all to be expected on this trip. So do not wait, it's time to make your Mountain Escape! Mountain Escape Contest Stowe Mountain Lodge, Vermont August 10-13, 2017 Grand Prize: 3-Night trip for you and a guest at the Stowe Mountain Lodge in Stowe, Vermont Level 1: 200,000 prize points Level 2: 100,000 prize points
Mountain Escape 2017 Q2 Contest Qualifications Prizes Grand Prize: 3 nights at the Stowe Mountain Lodge in Stowe, Vermont, August 10-13, 2017 Level 1: 200,000 points Level 2: 100,000 points
New & Rookie Sales Representative Qualifications - Eligible Contracts: ASR, PSR, DDM Prerequisites: 4 net case counts $30,000 in weighted opener net new account sales premium Must be contracted for the first time with the company in 2016 or 2017 BQI of 75% (BQI is waived for reps in their first 6 months)
Qualifications: 2 points for every net case count 1 point for every $10,000 in weighted opener net new account sales premium
Grand Prize: Top two new & rookie sales reps with highest point total Level 1: New and rookie reps placed third through fifth with highest point total Level 2: New and rookie reps placed sixth through tenth with highest point total *Tie Breaker: Highest new account weighted opener net new account sales premium
Sales Representative Qualifications - Eligible Contracts: ASR, PSR, DDM Prerequisites:
4 net case counts $30,000 in weighted opener net new account sales premium BQI of 75%
Qualifications:
2 points for every net case count 1 point for every $10,000 in weighted opener net new account sales premium (20 points maximum)
Grand Prize: Top six sales reps with highest point total Level 1: Sales reps placed seventh through ninth with highest point total Level 2: Sales reps placed tenth through fifteenth with highest point total *Tie Breaker: Highest weighted opener net new account sales premium
Leadership Development Conference January 3 - 5, 2018 (Wednesday-Friday) Hilton Austin The Leadership Development Conference (LDC) is Colonial Life's sales leadership training for managers who qualify to attend. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New sales managers will have the opportunity to learn about the company's direction and will receive targeted tools and support you need to lead your team to early success.
2018 LDC Qualifications (must qualify by October 1): New DGA (hired in 2017): *Q1 or Q2 Start Date
$70,000 in sales premium
4 new recruits
1- $20k opener with 2 new accounts
*Q3 Start Date
$50,000 in sales premium
3 new recruits
1 - $20k opener with 2 new accounts
OR
Achieve 75% of your Q3 YTD sales plan (***percentage to your Q3 sales plan, not annual sales plan***)
Minimum Q3 year-to-date sales plan of $60,000
4 new recruits
2 - $20k openers, each with 2 new accounts
DGA hired in 2016 or prior:
Achieve 75% of your Q3 year-to-date sales plan (***again, this is percentage to your Q3 sales plan, not annual sales plan***)
4 new recruits
2 - $20k openers, each with 2 new accounts
2018 President’s Club and Leadership Conference 2018 President’s Club St. Regis Bahia Beach Rio Grande, Puerto Rico April 6-9, 2018
2018 Leaders Conference Celebrity Summit Cruise from San Juan, Puerto Rico April 9-14, 2018
Qualify for this trip and spend three nights at the St. Regis Bahia Beach Resort to see all that Rio Grande, Puerto Rico has to offer. Located seaside at the foot of the El Yunque National Forest, this St. Regis property will welcome you to the vibrant culture and old world elegance just minutes away from Old San Juan.
Leaders Conference qualifiers will set sail aboard this privatelychartered ship that is the jewel of Celebrity’s Millennium Class. From San Juan, the ship will visit the most beautiful and exciting ports of call the Caribbean has to offer with stops in St. Maarten, St. Barts, Antigua, and St. Thomas before returning to Puerto Rico.
Qualifiers and their guest will experience this AAA, fivediamond resort offering the utmost in discerning service and superb amenities. The exotic 483-acre community features a fully equipped athletic club, golf, lakes and nature trails, kayaking on the Espiritu Santo River, an oceanfront swimming pool and two miles of beautiful beaches. Make a plan to join us in Puerto Rico, for its rich history and lush green landscapes. From the beach to the mountains, this beautiful location has something for everyone.
Each cabin has a private balcony allowing for breathtaking views of the Caribbean. From the exquisite dining options to the expansive decks with plenty of activity options, this is one cruise ship that will provide its own unique experience. Each port of call has its own unique personality and charm. Vacation like a celebrity with duty-free shopping, water sports, snorkeling on stunning coral reefs and sailing along beautiful beaches.
Edward Estrada - DGA "I’m a husband of 16 years and a father of 2 children, bringing 15 years of management and sales experience to the team. I look forward to meeting and working with you all."
FULLY INC - Don Brink STRICTLY ACCOUNTING LLC - Micah Dorr ATLAS ELECTRICAL CONTRACTORS - Stan Grimes RULE STEEL TANKS INC - Eric Jones JOE FLOYD AND SONS - Jenna Mackowiak WEST VALLEY HUMANE SOCIETY - Elizabeth Moote MCKAY CREEK ESTATE - Cearstin Taylor
Portland Class Dates
Idaho Class Dates
May 9 - 11 Opener class
May 2 - 3 Enroller class
May 23 - 24 Enroller class
June 13 - 15 Opener Class
May 26 Quarterly ADM Advanced class
June 27 - 28 Enroller Class
May 30 - June 1 District Development Program
Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Questions? Contact Territory Instructor, Gower Talley GTalley@ColonialLife.com or 503.593.8356
Week 16 Numbers
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$77,154.01 Jones, Eric
$15,992.64
Bringhurst, Steven
$20,182.44 Canals, Gabriel
$12,164.79
Griffin, Larry
Top 15 Openers
$5,211.48 Bringhurst, Angela
Week 16 Sales
Top 15 Benefit Counselors
$4,189.80
WK 16 Net Sales Credits
Thurston, Doug
$34,878.66
Jones, Eric
$14,642.64
Isaacson, Stephanie
7,261.43
Brink, Don
$13,441.81 Wolden, Julie Buschman, Roxana $5,946.57 Thurston, Derek $3,636.72 Gifford, Troy $3,369.00 Moote, Elizabeth $2,591.52 Wollen, Gordon $2,290.95 Morgester, Christine $1,922.59 Bringhurst, Angela $1,824.91 Leach, Susan $1,658.04 Taylor, Cearstin $1,610.61 Kunkler, Karen $1,502.16 Canals, Gabriel $1,128.60 Fierstos, Suzanna $1,128.60 Taylor, Mary
3,316.07
Taylor, Cearstin Dorr, Micah Moote, Elizabeth Fierstos, Suzanna Pines, Zara Anne Bryant, Margaret Taylor, Mary Larsen, Walter Rathmanner, Casey Grimes, Stan Gifford, Troy Griffeth, Jeffrey
3,035.49 2,851.31 2,484.05 2,256.45 1,788.00 1,689.98 1,643.25 1,487.64 1,382.75 1,311.69 1,138.60 999.96 858.29
Quarter to Date Numbers (as of week 16)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Bringhurst, Steven
31.7% Durre, Michael
37.3%
Cornett, Eric
22.0% Jones, Eric
35.5%
Thurston, Doug
21.6% Canals, Gabriel
30.2%
Top 15 Openers
QTD-2017 Sales
Top 15 Benefit Counselors
QTD Net Sales Credits
Thurston, Doug
$67,514.25 Isaacson, Stephanie
8,955.10
Brink, Don
$31,242.26 Morgester, Christine
8,323.12
Fierstos, Suzanna
$15,224.16 Buschman, Roxana
6,728.63
Jones, Eric
$15,024.24 Fierstos, Suzanna $9,297.33 Leach, Susan
5,511.26
Rathmanner, Casey
4,654.10
Gifford, Troy
4,430.88
Wollen, Gordon
3,424.42
Wolden, Julie
3,316.07
Griffeth, Jeffrey
$7,831.14
Dickson, Brian
$5,942.76
Taylor, Cearstin
$5,920.44
Bringhurst, Angela
$5,076.60 Kunkler, Karen $5,065.95 Bringhurst, Angela
3,288.95
$4,837.14 Thurston, Derek $4,787.18 Moote, Elizabeth
2,851.31
2,320.58
Moote, Elizabeth
$4,119.36 Griffeth, Terri $3,996.00 Myers, Jan
Pines, Zara Anne
$3,639.24 Canals, Gabriel
1,580.31
Leach, Susan Kezele, William Bryant, Margaret Waldram, Matthew
2,913.33
2,695.35
1,976.56
Year to Date Numbers (as of Week 16)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
22.2% Rathmanner, Casey
31.8%
Bringhurst, Steve
17.9% Griffeth, Jeffrey
19.5%
Kezele, William
17.6% Bringhurst, Angela
17.4%
Top 15 Openers
YTD - 2017 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$195,229.33
Thurston, Doug
$142,317.19
Hansen, Brian
$76,293.41
Pines, Zara Anne
$74,450.35
Bryant, Margaret
$65,586.95
Dickson, Brian
$55,065.49
Jones, Eric
$29,336.04
Gunness, Tom
$25,984.11
Bringhurst, Angela
$22,828.20
Rathmanner, Casey
$20,968.86
Fierstos, Suzanna
$20,901.00
Griffeth, Jeffrey
$20,796.12
Griffeth, Tyson
7,840.40
Grimes, Stan
$19,920.54 Wolden, Julie $16,739.79 Pace, Stephen
Ford, Brook
$16,157.31 Waldram, Matthew
6,216.10
Isaacson, Stephanie
63,217.99
Morgester, Christine
32,761.29
Buschman, Roxana
31,738.95
Leach, Susan
23,963.23
Kunkler, Karen
23,694.28
Wollen, Gordon
18,150.69
Gifford, Troy
16,785.87
Hansen, Brian
14,930.69
Bringhurst, Angela
9,357.66
Dickson, Brian
8,929.36
Fierstos, Suzanna
8,897.52
Canals, Gabriel
8,710.21
7,454.04
April 2017 Sun
Mon
Tue
Wed
Thu
Fri
Sat 1
2
Week 14
3
4
5
6
7
8
Territory Wide Race Event
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
9
Week 15
10
Enroller Class (Lake Oswego)
Call Clinic 8 - 12 NOON
11
12
13
14
15
Opener Class (Lake Oswego)
16
23
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
Week 16
Week 17
17
Week 18
Call Clinic 8 - 12 NOON
18 Passover
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
24
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
30
Passover
DDP
19
20
21
22
Call Clinic 8 - 12 NOON
25
26
27
28
Call Clinic 8 - 12 NOON
29
May 2017 Sun
Week 18
Mon
1
Tue
2
Week 19
8
3
Thu
4
Fri
5
Sat
6
Territory Wide Race Event President’s Club and Leaders Conference— Idaho Harmony Class Spain/Portugal
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
7
Wed
Call Clinic 8 - 12 NOON
9
10
11
12
13
President’s Club and Leaders Conference—Spain/Portugal
14
21
28
Week 20
15
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
Week 21
Week 22
22
29
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
Territory Office Closed
Opener Class (Lake Oswego)
16
17
18
Call Clinic 8 - 12 NOON
19
20
Call Clinic 8 - 12 NOON
23
24 Enroller Class (Lake Oswego)
30
31 DDP (Lake Oswego)
25
26
27 ADM Qtrly Advanced Class
Call Clinic 8 - 12 NOON
2nd Qtr Case 2017 Goal:
44 2017 Actual:
11
25% 2017 Cases 2017 Goal:
259 2017 Actual:
45
17% 2nd Qtr Premium 2017 Goal:
$1,378,003 2017 Actual:
$228,800
17% 2017 Premium 2017 Goal
$7,931,000 2017 Actual:
$1,200,000
15%
THE CORE TEAM
Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550