Oregon Idaho SW WA Pioneers April 6, 2021
It is absolutely critical that as contracted Colonial Life sales managers and reps, you use your @ColonialLifeSales.com email address to correspond and conduct business on behalf of the company. Using this domain provides necessary security and allows you to receive important tools, resources and information you need to succeed and hit sales plan.
New Cases Opened This Week: Mike Durre Kyler Harral Denise Maxwell
For more information, visit Propr.
Watch our Inforce Growth! New Line of Coverage (Critical Illness Initiative) Results So Far... Week 13 Critical Illness Sales: $5,602.20 Week 13 Groups Adding CI Policies: 25 Week 13 Number of Existing Groups Achieving Case Count By Adding CI Policies: 0 Top 3 Agents CI Premium For Week 13: Joel Daniels: $1,249.08 Don Brink: $787.56 Amber Maccabee: $606.78
2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights. Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.
2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches. Make plans now to qualify and experience the Aloha Spirit in 2022!
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 DGA’s
WTD Top ADM’s
Thurston, Doug
$24,273.21
Jones, Amanda
Jones, Eric
$14,949.60
Taylor, Mary
$11,911.44
$12,411.60
Daniels, Joel
$4,282.70
Marquess, Rick
Top 15 Openers
Week 13 Sales
Top 15 Benefit Counselors
$14,949.60
WK 13 Net Sales Credits
Harral, Kyler
$8,295.24 Isaacson, Stephanie
Egan, Rhett
$6,426.12 Harral, Kyler
2,903
Taylor, Todd
$5,824.59 Egan, Rhett
2,249
Daniels, Joel
$4,028.78 Daniels, Joel
1,206
Taylor, Mary
$2,929.58 Campbell, Branden
1,193
Bilgen, Lisa
$2,869.38 Taylor, Todd
1,174
Bryant, Margaret
$2,827.76 Morgester, Christine
1,088
Wolden, Julie
$2,454.72 Kunkler, Karen
866
Otis, Marci
$2,221.80 Wolden, Julie
859
Maccabee, Amber
$2,144.93 Otis, Marci
778
Bringhurst, Angela
$1,887.00 Fleener, Lois
714
Wollen, Gordon
29,985
$1,713.12 Griffeth, Tyson
625
Shipman, Jeff
$1,708.22 Wollen, Gordon
600
Brink, Don
$1,656.96 Taylor, Mary
552
Ray, Carrie
$1,471.68 Miller, Tricia
386
Quarter to Date Numbers (as of Week 13)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
147.5%
Otis, Marci
187.4%
Marquess, Rick
131.8%
Jones, Amanda
142.4%
Thurston, Doug
112.0%
Vann, Todd
130.7%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$281,471.00 Kunkler, Karen
QTD Total Net Sales Credit 54,237
Bryant, Margaret
$61,841.94 Isaacson, Stephanie
47,862
Bringhurst, Angela
$40,392.00 Losada Monroy, Raquel
18,615
Ballweber, Theresa
$37,863.74 Gifford, Troy
12,903
Daniels, Joel
$35,435.74 Miller, Tricia
12,410
Scheppegrell, Leslie
$32,673.72 Wolden, Julie
9,768
Taylor, Todd
$29,382.68 Bryant, Margaret
9,735
Campbell, Branden
$27,963.00 Egan, Rhett
9,363
Egan, Rhett
$26,751.36 Daniels, Joel
9,255
Thurston, Derek
$23,140.56 DuPriest, Kathy
9,051
Betz, Wes
$18,167.25 Morgester, Christine
7,708
Ray, Carrie
$17,682.66 Taylor, Todd
7,057
Bilgen, Lisa
$16,149.87 Scheppegrell, Leslie
5,646
Wolden, Julie
$14,121.00 Buschman, Roxana
5,293
$13,404.48 Campbell, Branden
5,246
Waldram, Matt
Year to Date Numbers (as of Week 13)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Marquess, Rick
20.6% Taylor, Mary
23.0%
Attebery, Shane
18.2% Jones, Amanda
20.6%
Jones, Eric
14.8% Daniels, Joel
17.8%
Top 15 Openers Brink, Don
YTD - 2021 Sales $281,471.00
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
54,237
Bryant, Margaret
$61,841.94
Isaacson, Stephanie
47,862
Bringhurst, Angela
$40,392.00
Losada Monroy, Raquel
18,615
Ballweber, Theresa
$37,863.74
Gifford, Troy
12,903
Daniels, Joel
$35,435.74
Miller, Tricia
12,410
Scheppegrell, Leslie
$32,673.72
Wolden, Julie
9,768
Taylor, Todd
$29,382.68
Bryant, Margaret
9,735
Campbell, Branden
$27,963.00
Egan, Rhett
9,363
Egan, Rhett
$26,751.36
Daniels, Joel
9,255
Thurston, Derek
$23,140.56
DuPriest, Kathy
9,051
Betz, Wes
$18,167.25
Morgester, Christine
7,708
Ray, Carrie
$17,682.66
Taylor, Todd
7,057
Bilgen, Lisa
$16,149.87
Scheppegrell, Leslie
5,646
Wolden, Julie
$14,121.00
Buschman, Roxana
5,293
$13,404.48
Campbell, Branden
5,246
Waldram, Matt
Year to Date Numbers (as of Week 13) Top 5 Coordinators
WK 13 Net Sales Credits
Isaacson, Stephanie
2,788
Talburt, Marci
1,827
Ballweber, Theresa
730
Gross, Lynsay
388
Ward, Sue
332
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
49,672
Talburt, Marci
15,648
Bryant, Margaret
6,827
Bringhurst, Angela
4,319
Ward, Sue
3,897
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
49,672
Talburt, Marci
15,648
Bryant, Margaret
6,827
Bringhurst, Angela
4,319
Ward, Sue
3,897
1st Qtr Cases 2021 Goal:
29 2021 Actual:
33
113%
2021 Cases 2021 Goal:
203 2021 Actual:
33
16.2% 1st Qtr Premium 2021 Goal:
$1,489,000 2021 Actual:
$1,257,174
84.4% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$1,257,174
13.2%
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 Sales Trainer 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@coloniallife.com
Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550