Oregon Idaho Pioneers April 28, 2020 October 6, 2016
Virtual Success Instagram Challenge
Colonial Life News is excited to announce a second quarter Instagram challenge to recognize and reward members of the sales organization for finding creative and unique ways to collaborate and succeed in the virtual world. The rules are simple -post a photo(s) of you and/or your team(s) finding creative ways to collaborate and succeed virtually on Instagram. This can include recruiting, development, new cases and completing enrollments. Don't forget to tag @ColonialLifeNews and use the hashtag #LetsGetVirtual for a chance to win! Prizes Up For Grabs ONE core team (territory office) will receive a portable laptop monitor compatible with a smartphone, iPad, laptop, desktop or smart TV (using an HDMI cord). The TSM, TOM, RC and TI of the winning office will each receive a portable laptop monitor. ONE 1099 member of the sales organization (DGA/ADM/ASR) will receive a CHOICE OF either: • Noise-cancelling Apple AirPods • Beats Headphones (choice of color) Winners will be announced at the beginning of third quarter. Show us how you're collaborating and succeeding in a virtual world! Good Luck!
May Dates to Remember •
May 2—National Life Insurance Day
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May 4—National Star Wars Day
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May 5—Cinco De Mayo, Eric’s Birthday, Teacher Appreciation Day
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May 6—National Nurses Day
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May 10—Mother’s Day
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May 13—National Apple Pie Day
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May 17—National Idaho Day
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May 20—National Rescue Dog Day
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May 25—National Wine Day
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May 26—National Paper Airplane Day
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May 28—National Hamburger Day
New Cases Opened This Week: Jeff Shipman
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 17)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$23,655.52
Shipman, Jeff
$5,009.25
Alley, Mike
$9,726.53
Ray, Carrie
$3,102.24
Maxwell, Denise
$5,006.82
Weiland, Abigail
$2,761.68
Top 15 Openers Brink, Don
Week 17 Sales
Top 15 Benefit Counselors
$15,968.80 Kunkler, Karen
WK 17 Net Sales Credits 2,344
Shipman, Jeff
$5,205.00 DuPriest, Kathy
1,930
Rasmussen, Kelley
$3,098.66 Brink, Don
1,857
McGill, Nate
$2,761.68 Ford, Brook
1,095
Ray, Carrie
$2,568.60 Peterson, Kimberly
1,063
Bryant, Margaret
$1,752.80 Lane, Michael
961
Bilgen, Lisa
$1,636.56 Leach, Susan
483
Campbell, Branden
$1,083.24 Gifford, Troy
452
Waldram, Matthew
$813.12 Kartub, Doug
352
Gifford, Troy
$645.36 Morgester, Christine
318
Bowley, Alyssa
$569.28 Waldram, Matthew
285
Griffeth, Jeff
$542.70 Isaacson, Stephanie
274
Bickford, Ethan
$533.64 Campbell, Branden
269
Parsons, Brad
$442.68 Cooper, Linda
199
Losada Monroy, Raquel
$352.80 Weiland, Abigail
182
Quarter to Date Numbers (as of Week 17)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
23.1%
Fleener, Lois
18.2%
Thurston, Doug
20.7%
Weiland, Abigail
15.0%
Rathmanner, Casey
15.2%
Ray, Carrie
13.2%
Top 15 Openers
QTD - 2020 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
$112,999.06 Miller, Tricia
9,446
Fleener, Lois
$9,449.82 Brink, Don
8,204
Ford, Brook
$9,257.04 Isaacson, Stephanie
7,584
Campbell, Branden
$8,413.56 Kunkler, Karen
7,336
McGill, Nate
$7,306.32 Buschman, Roxana
4,082
Bryant, Margaret
$6,219.02 Wolden, Julie
3,520
Bilgen, Lisa
$6,094.23 Gifford, Troy
3,460
Shipman, Jeff
$6,091.79 Fleener, Lois $6,082.98 Leach, Susan
3,243
2,795
Meyers, Christopher
$5,772.42 Ford, Brook $5,207.76 DuPriest, Kathy
Pines, Zara
$4,248.69 Meyers, Christopher
1,823
Griffeth, Jeff
$3,443.22 Morgester, Christine
1,767
Ballweber, Theresa
$3,353.01 Losada Monroy, Raquel
1,752
Taylor, Todd
$3,294.64 Bryant, Margaret
1,599
Brink, Don
Ray, Carrie
Thurston, Derek
3,083 2,638
Year to Date Numbers (as of Week 17)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
40.5% Bilgen, Lisa
55.9%
Thurston, Doug
19.9% Gifford, Troy
25.5%
Kezele, Will
17.8% Ray, Carrie
22.5%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$302,557.32
Isaacson, Stephanie
75,207
Bryant, Margaret
$261,714.45
Kunkler, Karen
49,478
Bilgen, Lisa
$205,465.77
Losada Monroy, Raquel
44,830
Gifford, Troy
$48,513.07
Wollen, Gordon
22,924
Bringhurst, Angela
$41,822.31
Buschman, Roxana
22,632
Thurston, Derek
$33,187.56
Brink, Don
22,423
Ray, Carrie
$31,217.01
DuPriest, Kathy
21,270
Pines, Zara
$31,117.55
Gifford, Troy
17,669
Campbell, Branden
$27,454.20
Peterson, Kimberly
16,891
Ballweber, Theresa
$25,874.53
Taylor, Todd
14,003
Harris, Leslie
$22,296.51
Leach, Susan
13,975
Hayes, Shawn
$22,104.60
Ford, Brook
13,581
Bowley, Alyssa
$22,049.49
Parsons, Kate
13,455
Taylor, Mary
$21,479.69
Miller, Tricia
9,956
Fulton, David
$20,946.64
Wolden, Julie
9,740
Year to Date Numbers (as of Week 17)
Top 5 Coordinators
WK 17 Net Sales Credits
Talburt, Marci
1,532
Ballweber, Theresa
1,056
Gross, Lynsay
304
Bryant, Margaret
158
Gifford, Troy
129
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 14,196
Talburt, Marci
3,445
Bryant, Margaret
2,377
Buschman, Roxana
2,011
Gross, Lynsay
1,829
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
66,192
Bryant, Margaret
46,159
Talburt, Marci
26,915
Gifford, Troy
7,261
Gross, Lynsay
6,804
2nd Qtr Cases 2020 Goal:
95 2020 Actual:
10
10.5%
2020 Cases 2020 Goal:
435 2020 Actual:
49
11.2% 2nd Qtr Premium 2020 Goal:
$2,224,997 2020 Actual:
$312,772
14% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$2,161,892
19.1%
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