Oregon Idaho Pioneers April 3, 2019 October 6, 2016
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 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
When?
May 21, 2019 (9:00 am-4:00 pm with working lunch)
Where?
Boise, Idaho (location TBD)
RSVP?
Click this link: https://www.surveymonkey.com/r/0521Boise
For any questions, please contact your REC: Sheilah Rund 775-770-4509
Srund@coloniallife.com
New Cases Opened This Week: Braydon Bringhurst Branden Campbell Terra Day (2 cases) Brook Ford Paul Frampton
Eric Jones Kelley Rasmussen Casey Rathmanner Natasha Shklayvel John Wiemann (2 cases)
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
April National Days: April 6—National Caramel Popcorn Day, New Beer’s Eve April 7—National Beer Day April 9—National Library Workers Day April 10—National Siblings Day April 11—National Pet Day April 12—National Grilled Cheese Sandwich Day
April 14—National Gardening Day April 17—National Ellis Island Family History Day April 18—Get To Know Your Customers Day April 22—National Jelly Bean Day April 23—National Talk Like Shakespeare Day April 27—National Prime Rib Day April 29—National Shrimp Scampi Day April 30—National Bugs Bunny Day
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 13)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$61,514.31
Canals, Gabriel
$17,620.95
Alley, Mike
$33,233.46
Bringhurst, Angela
$13,438.32
Maxwell, Denise
$25,572.72
Shipman, Jeff
$13,149.30
Top 15 Openers
Week 13 Sales
Top 15 Benefit Counselors
WK 13 Net Sales Credits
Thurston, Doug
$20,447.29 Isaacson, Stephanie
15,582
Brink, Don
$17,731.11 Morgester, Christine
6,572
Shipman, Jeff
$10,426.76 Campbell, Branden
3,260
Blaisdell, Jerry
$10,403.16 Marti, Alex
3,253
Bringhurst, Angela
$10,369.68 Majors, Hillary
3,127
Cornett, Eric
$9,704.76 Losada Monroy, Raquel
2,554
Campbell, Branden
$9,594.36 Brink, Don $5,958.24 Neville, Katherine
2,505 2,117
Stubbs, Jason
$5,516.88 Moote, Liz $5,331.89 Wiemann, John
2,085
Camarata, Timothy
$4,547.89 Bringhurst, Angela
1,883
Cornett, Kevin
$4,383.48 Kunkler, Karen $4,324.44 Leach, Susan
1,793
$4,166.16 Stubbs, Jason $4,044.04 Day, Terra
1,637
Wiemann, John Day, Terra
Pines, Zara Jones, Eric Taylor, Todd
2,124
1,728 1,625
Quarter to Date Numbers (as of Week 13)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
184.3%
Rathmanner, Casey
214.8%
Cornett, Kevin
120.6%
Bilgen, Lisa
164.3%
Thurston, Doug
116.0%
Canals, Gabriel
157.3%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Thurston, Doug
$291,263.75 Isaacson, Stephanie
61,814
Bryant, Margaret
$122,393.70 Liddell, Billy
35,289
Brink, Don
$102,038.37 Losada Monroy, Raquel
21,786
Campbell, Branden
$78,621.15 Weiland, Abigail
21,252
Ray, Carrie
$64,262.64 Day, Terra
20,211
Kartub, Doug
$61,658.88 Leach, Susan
17,326
Bringhurst, Angela
$49,052.82 Pratt, Jared
12,373
Cornett, Kevin
$45,013.38 Kunkler, Karen $37,903.24 Campbell, Branden
12,211
Pines, Zara
Rathmanner, Casey Masjuan, Jose Luis Myers, Jan Ballweber, Theresa Wiemann, John Gray, Jeff
12,155
$32,872.33 Rasmussen, Kelley $31,436.46 Morgester, Christine
12,032
$28,252.44 Husen, Kayla $24,435.57 Shklayvel, Natasha
10,496
$24,050.94 Bringhurst, Angela $22,957.68 Brink, Don
10,470
11,584 10,495 9,907
Year to Date Numbers (as of Week 13)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
19.6% Rathmanner, Casey
22.3%
Thurston, Doug
15.9% Bilgen, Lisa
20.9%
Cornett, Kevin
14.9% Canals, Gabriel
18.7%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Thurston, Doug
$291,263.75
Isaacson, Stephanie
61,814
Bryant, Margaret
$122,393.70
Liddell, Billy
35,289
Brink, Don
$102,038.37
Losada Monroy, Raquel
21,786
Campbell, Branden
$78,621.15
Weiland, Abigail
21,252
Ray, Carrie
$64,262.64
Day, Terra
20,211
Kartub, Doug
$61,658.88
Leach, Susan
17,326
Bringhurst, Angela
$49,052.82
Pratt, Jared
12,373
Cornett, Kevin
$45,013.38
Kunkler, Karen
12,211
Pines, Zara
$37,903.24
Campbell, Branden
12,155
Rathmanner, Casey
$32,872.33
Rasmussen, Kelley
12,032
Masjuan, Jose Luis
$31,436.46
Morgester, Christine
11,584
Myers, Jan
$28,252.44
Husen, Kayla
10,496
Ballweber, Theresa
$24,435.57
Shklayvel, Natasha
10,495
Wiemann, John
$24,050.94
Bringhurst, Angela
10,470
Gray, Jeff
$22,957.68
Brink, Don
9,907
Year to Date Numbers (as of Week 13)
Top 5 Coordinators
WK 13 Net Sales Credits
Ballweber, Theresa
6,864
Gross, Lynsay
2,406
Isaacson, Stephanie
1,935
Talburt, Marci
1,796
Bringhurst, Angela
1,347
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
79,819
Talburt, Marci
25,962
Gross, Lynsay
7,863
Jones, Eric
5,700
Bringhurst, Angela
5,528
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
79,819
Talburt, Marci
25,962
Gross, Lynsay
7,863
Jones, Eric
5,700
Bringhurst, Angela
5,528
1st Qtr Cases 2019 Goal:
49 2019 Actual:
69
140%
2019 Cases 2019 Goal:
376 2019 Actual:
69
18.3%
1st Qtr Premium 2019 Goal:
$1,517,000 2019 Actual:
$1,798,358
118.5% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$1,798,358
15.5%
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