April 30, 2019 Newsletter

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