Oregon Idaho Pioneers April 9, 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
LEARN THE NEW TERM COMING SOON-APRIL 29TH HARMONY RELEASE TERM LIFE (ITL5000) WILL BE AVAILABLE TO SELL IN ALL STATES EXCEPT CA, MT, AND NY. YOU CAN START ENROLLING IN HARMONY APRIL 29, 2019.
FOR MORE INFORMATION, SEE PROPR
New Cases Opened This Week: Casey Rathmanner (2 cases) Derek Thurston Doug Thurston
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 14)
WTD Top ADM’s
WTD Top DGA’s Alley, Mike
$33,599.42
Rathmanner, Casey
Thurston, Doug
$31,016.74
Durre, Mike
$4,186.68
$8,870.88
Taylor, Mary
$4,132.08
Cornett, Eric
Top 15 Openers
Week 14 Sales
Top 15 Benefit Counselors
$30,638.07
WK 14 Net Sales Credits
Rathmanner, Casey
$19,330.23 Isaacson, Stephanie
9,977
Thurston, Doug
$10,134.77 Brink, Don
1,792
Weiland, Abigail
$9,197.86 Durre, Mike
1,465
Bryant, Margaret
$7,471.90 Leach, Susan
1,390
Brink, Don
$5,354.94 Kunkler, Karen
1,248
Cornett, Eric
$4,505.04 Weiland, Abigail
779
Durre, Mike
$4,186.68 Bryant, Margaret $3,253.41 Rasmussen, Kelley
620 494
Taylor, Todd
$2,834.76 Taylor, Mary $1,956.03 Buschman, Roxana
Cornett, Kevin
$1,812.30 Taylor, Todd
328
Rasmussen, Kelley
$1,506.55 Gifford, Troy $1,041.35 Morgester, Christine
290
$1,027.20 Stubbs, Jason $876.72 Wolden, Julie
233
Pines, Zara Thurston, Derek
Leach, Susan Ray, Carrie Grimes, Stan
555 456
246 228
Quarter to Date Numbers (as of Week 14)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Cornett, Eric
9.2%
Rathmanner, Casey
Alley, Mike
7.8%
Durre, Mike
6.2%
Marquess, Rick
5.3%
Taylor, Mary
6.1%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
18.6%
QTD Total Net Sales Credit
Rathmanner, Casey
$19,330.23 Isaacson, Stephanie
9,977
Thurston, Doug
$11,448.89 Brink, Don
1,792
Weiland, Abigail
$9,197.86 Durre, Mike
1,465
Bryant, Margaret
$7,408.45 Leach, Susan
1,390
Brink, Don
$5,640.49 Kunkler, Karen
1,248
Cornett, Eric
$4,505.04 Weiland, Abigail
779
Durre, Mike
$4,186.68 Bryant, Margaret
620
Pines, Zara
$3,253.41 Rasmussen, Kelley $3,073.65 Taylor, Mary
555
$2,834.76 Buschman, Roxana $1,812.30 Taylor, Todd
456
$1,506.55 Gifford, Troy $1,461.45 Morgester, Christine
290
$1,027.20 Stubbs, Jason $876.72 Wolden, Julie
233
Taylor, Todd
Thurston, Derek Cornett, Kevin Rasmussen, Kelley Leach, Susan Ray, Carrie Grimes, Stan
494 328 246 228
Year to Date Numbers (as of Week 14)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
21.6% Rathmanner, Casey
26.8%
Thurston, Doug
16.4% Bilgen, Lisa
21.1%
Cornett, Kevin
15.4% Canals, Gabriel
19.0%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Thurston, Doug
$301,398.52
Isaacson, Stephanie
71,791
Bryant, Margaret
$129,865.60
Liddell, Billy
35,289
Brink, Don
$107,393.31
Weiland, Abigail
22,031
Campbell, Branden
$78,810.39
Losada Monroy, Raquel
21,786
Ray, Carrie
$65,289.84
Day, Terra
20,205
Kartub, Doug
$61,658.88
Leach, Susan
18,716
Rathmanner, Casey
$52,202.56
Kunkler, Karen
13,459
Bringhurst, Angela
$47,420.82
Rasmussen, Kelley
12,588
Cornett, Kevin
$46,825.68
Pratt, Jared
12,555
Pines, Zara
$41,156.65
Campbell, Branden
12,221
Masjuan, Jose Luis
$31,436.46
Morgester, Christine
11,830
Myers, Jan
$28,252.44
Brink, Don
11,698
Ballweber, Theresa
$24,435.57
Husen, Kayla
10,496
Wiemann, John
$24,050.94
Shklayvel, Natasha
10,495
Gray, Jeff
$22,957.68
Bringhurst, Angela
10,470
Year to Date Numbers (as of Week 14)
Top 5 Coordinators
WK 14 Net Sales Credits
Talburt, Marci
3,100
Ballweber, Theresa
2,058
Bryant, Margaret
838
Durre, Mike
319
Smith, Rebecca
245
Top 5 Coordinators
QTD Total Net Sales Credit
Talburt, Marci
3,100
Ballweber, Theresa
2,058
Bryant, Margaret
838
Durre, Mike
319
Smith, Rebecca
245
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
81,877
Talburt, Marci
29,062
Gross, Lynsay
7,866
Jones, Eric
5,700
Bringhurst, Angela
5,365
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
4
5.4%
2019 Cases 2019 Goal:
376 2019 Actual:
73
19.4%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$77,080
3.3% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$1,875,438
16.1%
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