Oregon Idaho Pioneers April 30, 2019 October 6, 2016
SAVE THE DATE… Thursday, June 13th, 2019 we will be holding an ALL TERRITORY meeting from 1—5 pm. Location will be in the Portland/Metro area with additional details to follow. For agents in Idaho, you will be able to participate via our Video Conference Link. H.O. guests’ topics will include the new ITL/WL Product Rollouts, and Technology Solutions, focusing on tools and tactics for driving higher enrollment attendance and participation results. We look forward to seeing you there!
Catherine Beck has reached 10k30!!! with a total of $11,885 in annual premium!
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 21, 2019 (9:00 am-4:00 pm with working lunch)
Where?
Boise, Idaho—Location Just Announced! 943 W. Overland Rd, Meridian, ID 83642, Owyhee Conference Room
RSVP?
Click this link: https://www.surveymonkey.com/r/0521Boise
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
For any questions, please contact your REC: Sheilah Rund 775-770-4509 Srund@coloniallife.com
For More Info visit Propr
New Cases Opened This Week: Catherine Beck Lisa Bilgen Jeff Griffeth Carrie Ray
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 17)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$47,000.01
Griffeth, Jeff
$28,779.60
Kezele, Will
$28,779.60
Canals, Gabriel
$17,137.23
Alley, Mike
$15,830.28
Rathmanner, Casey
Top 15 Openers
Week 17 Sales
Top 15 Benefit Counselors
$7,416.39
WK 17 Net Sales Credits
Gifford, Troy
$14,389.80 Gifford, Troy
3,680
Griffeth, Jeff
$14,389.80 Griffeth, Jeff
3,520
Brink, Don
$7,911.53 Isaacson, Stephanie
2,778
Beck, Catherine
$7,485.96 Losada Monroy, Raquel
2,142
Bryant, Margaret
$6,718.81 Kramer, Cassandra
1,696
Bilgen, Lisa
$6,127.98 Brink, Don
1,648
Grimes, Stan
$5,009.76 Kunkler, Karen $4,518.72 Hillier, Erik
1,633 1,559
Stubbs, Jason
$4,455.36 Griffeth, Terri $3,585.36 Stubbs, Jason
Bringhurst, Angela
$3,304.08 Beck, Catherine
1,218
Campbell, Branden
$1,472.88 Canals, Gabriel $1,312.92 Bringhurst, Angela
1,218
$1,253.85 Griffeth, Tyson $1,193.58 Ray, Carrie
1,154
Ray, Carrie Hillier, Shane
Rasmussen, Kelley Rathmanner, Casey Brisbee, Lori
1,559 1,255
1,156 1,063
Quarter to Date Numbers (as of Week 17)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Marquess, Rick
37.6%
Taylor, Mary
43.3%
Cornett, Eric
24.4%
Rathmanner, Casey
36.8%
Thurston, Doug
22.7%
Canals, Gabriel
36.0%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Rathmanner, Casey
$32,388.61 Isaacson, Stephanie
20,036
Bryant, Margaret
$24,863.43 Losada Monroy, Raquel
11,117
Jones, Eric
$24,054.48 Buschman, Roxana
8,302
Brink, Don
$23,024.72 Wolden, Julie
8,114
Stubbs, Jason
$22,122.88 Stubbs, Jason
5,328
Griffeth, Jeff
$15,675.40 Kunkler, Karen
4,730
Gifford, Troy
$15,187.67 Gifford, Troy
4,509
Thurston, Derek
$14,716.92 Rasmussen, Kelley $13,351.64 Brink, Don
4,086
$12,781.80 Stevenson, Ronald $11,884.80 Jones, Eric
3,731
$10,319.48 Griffeth, Jeff $9,027.87 Weiland, Abigail
3,517
Weiland, Abigail
Campbell, Branden Beck, Catherine Pines, Zara Bilgen, Lisa Grimes, Stan Ray, Carrie
$8,075.82 Taylor, Todd $6,489.12 Durre, Mike
3,962 3,638 3,055 2,789 2,667
Year to Date Numbers (as of Week 17)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
24.8% Rathmanner, Casey
31.2%
Cornett, Kevin
21.3% Jones, Eric
24.7%
Doug Thurston
19.3% Bilgen, Lisa
24.5%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Bryant, Margaret
$147,366.75
Isaacson, Stephanie
81,849
Brink, Don
$121,690.97
Liddell, Billy
33,506
Campbell, Branden
$89,604.75
Losada Monroy, Raquel
32,903
Ray, Carrie
$70,751.76
Weiland, Abigail
24,308
Rathmanner, Casey
$65,265.02
Day, Terra
21,304
Kartub, Doug
$63,782.94
Leach, Susan
18,339
Bringhurst, Angela
$52,412.70
Buschman, Roxana
17,770
Pines, Zara
$49,066.92
Kunkler, Karen
16,941
Jones, Eric
$40,188.84
Rasmussen, Kelley
16,118
Gifford, Troy
$37,240.31
Wolden, Julie
16,083
Stubbs, Jason
$33,421.00
Brink, Don
13,869
Masjuan, Jose Luis
$31,321.59
Campbell, Branden
13,576
Myers, Jan
$28,252.44
Shklayvel, Natasha
12,501
Ballweber, Theresa
$26,201.13
Morgester, Christine
12,377
Grimes, Stan
$26,103.75
Pratt, Jared
12,317
Year to Date Numbers (as of Week 17)
Top 5 Coordinators
WK 17 Net Sales Credits
Ballweber, Theresa
4,586
Gifford, Troy
2,878
Talburt, Marci
1,512
Bryant, Margaret
880
Hillier, Shane
446
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 12,746
Talburt, Marci
8,463
Bryant, Margaret
5,473
Gifford, Troy
3,076
Smith, Rebecca
2,504
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
92,565
Talburt, Marci
34,426
Bryant, Margaret
9,947
Gross, Lynsay
7,921
Jones, Eric
7,660
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
13
17.5%
2019 Cases 2019 Goal:
376 2019 Actual:
82
21.8%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$466,944
20.0% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$2,265,302
19.5%
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