April4, 2023 Newsletter

Page 1

C = Construction

M = Manufacturing

W = Wholesale

G = Grocery

CG = City Government

E = Educator

New Cases Opened This Week:

Lisa Bilgen

Jake Curey (2 cases) C

Terri Griffeth

Jordon Hess C

Elliot Kirk

Giuliana Mora

Greg Moss C

Krista Runtz C

Join us for Colonial Life’s first ever National Dialed In April 7, from 1 to 2 p.m. ET. On this call, you’ll hear from senior leadership, learn best practices from your peers across the country and help celebrate 2022 and first quarter 2023 sales achievements. You’ll also get exciting updates on Agent Assist, Cross-Brand Sales, Gathr and more. Add National Dialed In to your calendar today.

"Taking on a challenge is a lot like riding a horse, isn't it? If you're comfortable while you're doing it, you're probably doing it wrong." Ted Lasso

2024 PRESIDENT'S CLUB AND LEADERS CONFERENCE

2024 President’s Club

March 4–6

The Reserve at Grand Hyatt Baha Mar

The Bahamas

President’s Club qualifiers will experience Paradise Found the moment they arrive at The Reserve within the Grand Hyatt Baha Mar in The Bahamas. This exclusive hotel within the Grand Hyatt resort takes luxury to the next level, including authentic Bahamian service, a private lounge and special amenities.

Floor-to-ceiling windows provide incomparable views of the gorgeous island scenery from every room, just steps away from sun-soaked sand beaches and pristine blue waters. This opulent resort offers endless options for relaxation or adventure, from pools to the spa, and from the onsite casino to a private wildlife sanctuary not to mention dozens of diningoptionsforfreshlocaland internationalcuisine.

2024 Leaders Conference

March 6–11

Grand Hyatt Baha Mar

The Bahamas

The Grand Hyatt Baha Mar in The Bahamas will welcome 2024 Leaders Conference qualifiers ready to find their paradise. This spectacular oceanfront resort offers breathtaking views from every room and the ultimate in luxurious service.

Tempt your palate with fresh local and international cuisine at more than 45 dining options in or near the hotel including the resort’s private food trucks, right on the sand. Enjoy sunset from the rooftop cocktail bar or stop by the jazz bar with live music. There’s no need to leave the resort to experience the glamour of the largest casino in the Bahamas, the 15-acre beachfront waterpark, or the resort’s private wildlife sanctuary.

Week to Date Numbers (as of Week 13)

Names in blue denote agents within first 52 weeks.

Top 15 Openers Week 13 Sales Campbell, Branden $24,737.46 Bryant, Margaret $16,262.70 Brink, Don $14,437.05 Ray, Carrie $11,403.84 Curey, Jacob $8,266.50 Hess, Jordon $7,891.32 Runtz, Krista $6,298.32 Palmer, Corey $5,004.93 Kirk, Elliot $4,829.40 Mora, Giuliana $4,418.97 Shields, Brian $4,230.09 Bilgen, Lisa $4,112.67 Putman, Matt $4,063.92 Hadlock, Melissa $3,940.32 Weiland, Abigail $3,160.32
Top DGA’s Thurston, Doug $93,553.08 Naugle, Ty $45,059.10 Jones, Eric $15,639.84 WTD TopADM’s Canals, Gabriel $42,671.40 Curry, John $23,333.40 Weiland, Abigail $21,027.48 Top 15 Benefit Counselors WK 13 Net Sales Credits Hadlock, Melissa 5,330 Isaacson, Stephanie 3,645 Losada Monroy, Raquel 3,577 Maccabee, Amber 3,523 Sweeney, Jerry 3,418 Palmer, Corey 2,847 Hite, Christy 1,853 Gifford, Troy 1,762 Bishop, Kaci 1,663 Kirk, Elliot 1,547 Hess, Jordon 1,381 Putman, Matt 1,309 Buschman, Roxana 1,227 Shields, Brian 987 Curry, John 913

Quarter to Date Numbers (as of Week 13)

QTD Top DGA’s by % of Plan Griffeth, Jeff 174.0% Naugle, Ty 174.0% Jones, Eric 133.2% QTD TopADM’s by % of Plan Curry, John 288.9% Jones, Amanda 186.5% Stubbs, Jason 141.4% Top 15 Openers QTD - 2023 Sales Brink, Don $271,169.42 Campbell, Branden $172,658.40 Bryant, Margaret $98,309.97 Ballweber, Theresa $43,197.75 Ray, Carrie $39,131.27 Kirk, Elliot $36,037.56 Weiland, Abigail $33,573.20 Curey, Jacob $33,151.44 Bilgen, Lisa $30,657.78 Erickson, Cagney $26,719.65 Mitchell, Jeff $24,217.20 Gifford, Troy $23,487.42 Putman, Matt $23,036.66 Runtz, Krista $20,811.82 Palmer, Corey $19,516.14 Top 15 Benefit Counselors QTD Total Net Sales Credit Isaacson, Stephanie 52,522 Losada Monroy, Raquel 27,736 Hadlock, Melissa 26,405 Kinney, David 25,683 Maccabee, Amber 22,683 Miller, Tricia 20,652 Sweeney, Jerry 19,214 Gifford, Troy 11,358 Buschman, Roxana 11,028 Leach, Susan 10,923 Camarata, Tim 10,265 Smith, Pamela 9,607 Putman, Matt 9,389 Mitchell, Jeff 8,476 Palmer, Corey 7,081
YTD Top DGA’s by % of Plan Jones, Eric 26.7% Naugle, Ty 26.2% Griffeth, Jeff 17.3% YTD TopADM’s by % of Plan Jones, Amanda 37.6% Curry, John 29.1% Weiland, Abigail 24.8% Top 15 Openers YTD - 2023 Sales Brink, Don $271,169.42 Campbell, Branden $172,658.40 Bryant, Margaret $98,309.97 Ballweber, Theresa $43,197.75 Ray, Carrie $39,131.27 Kirk, Elliot $36,037.56 Weiland, Abigail $33,573.20 Curey, Jacob $33,151.44 Bilgen, Lisa $30,657.78 Erickson, Cagney $26,719.65 Mitchell, Jeff $24,217.20 Gifford, Troy $23,487.42 Putman, Matt $23,036.66 Runtz, Krista $20,811.82 Palmer, Corey $19,516.14 Top 15 Benefit Counselors YTD Total Net Sales Credit Isaacson, Stephanie 52,522 Losada Monroy, Raquel 27,736 Hadlock, Melissa 26,405 Kinney, David 25,683 Maccabee, Amber 22,683 Miller, Tricia 20,652 Sweeney, Jerry 19,214 Gifford, Troy 11,358 Buschman, Roxana 11,028 Leach, Susan 10,923 Camarata, Tim 10,265 Smith, Pamela 9,607 Putman, Matt 9,389 Mitchell, Jeff 8,476 Palmer, Corey 7,081
Year to Date Numbers (as of Week 13)
to Date Numbers (as of Week 13) Top 5 Coordinators WK 13 Net Sales Credits Ballweber, Theresa 7,320 Talburt, Marci 4,536 Bryant, Margaret 1,782 Bonner, Lynn 991 Gifford, Troy 899 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 60,819 Talburt, Marci 24,167 Bryant, Margaret 9,717 Bonner, Lynn 6,581 Gifford, Troy 5,734 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 60,819 Talburt, Marci 24,167 Bryant, Margaret 9,717 Bonner, Lynn 6,581 Gifford, Troy 5,734
Year
2023 Cases 2023 Goal: 208 2023 Actual: 44 cases 21.1% 1st Qtr Premium 2023 Goal: $1,636,003 2023 Actual: $1,687,496 103.1% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $1,687,496 13.2% 1st Qtr Cases 2023 Goal: 24 2023 Actual: 44 183.3%

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

Kimberly Dustin

Regional Broker Manager

503-798-3162 (cell)

Kdustin@ColonialLife.com

Colton Phillips

Recruiting Consultant

530-440-8514 (cell)

CPhillips@ColonialLife.com

Tom Chambers

Territory Sales Trainer

503-706-2099 (cell)

TChambers@ColonialLife.com

Main Line: 503.416.0550

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035

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