Oregon Idaho Pioneers Aug 13, 2019 October 6, 2016
RETIRING INDIVIDUAL LIFE PRODUCTS Due to an industry-wide regulation, all individual life products must be refiled with the state departments of insurance to comply with the 2017 CSO Mortality Tables and new reserving methodology. This applies to all policies sold with premium effective dates (PEDs) of January 1, 2020 and later. Term Life 1000, Whole Life 1000, and Universal Life 1000 will not be compliant for premium effective dates after December 28, 2019. This requirement created an opportunity for Colonial Life to refresh the individual life portfolio. A new product, Term Life (ITL5000) was released in April 2019 and Whole Life (IWL5000) will be released September 23, 2019. For more information, visit Propr.
New Cases Opened This Week: Abigail Weiland
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 32)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$66,025.18
Rathmanner, Casey
$9,795.09
Maxwell, Denise
$19,346.64
Bilgen, Lisa
$5,947.86
Alley, Mike
$18,719.78
Bringhurst, Angela
$5,802.60
Top 15 Openers
Week 32 Sales
Top 15 Benefit Counselors
WK 32 Net Sales Credits
Brink, Don
$28,580.81 Brink, Don
4,126
Bryant, Margaret
$13,992.51 Kunkler, Karen
3,805
Ford, Brook
$8,279.88 Wolden, Julie
2,872
Pines, Zara
$6,368.73 Isaacson, Stephanie
2,780
Weiland, Abigail
$6,000.90 Kartub, Doug
2,487
Bilgen, Lisa
$5,947.86 Davis, Reuel
2,453
Bringhurst, Angela
$5,851.68 Marti, Alex $2,705.70 Weiland, Abigail
2,453 1,659
Wollen, Gordon
$2,513.12 Buschman, Roxana $2,486.64 Ashbeck, Sheila
Ray, Carrie
$2,315.16 Fleener, Lois
1,618
Fleener, Lois
$2,160.36 Majors, Hillary $1,964.64 Morgester, Christine
1,035
Taylor, Mary Pratt, Jared
Day, Eric Burkett, James Campbell, Branden
$1,685.32 Baldwin, Cera $1,435.32 Bringhurst, Angela
1,666 1,645
1,007 988 886
Quarter to Date Numbers (as of Week 32)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
54.5%
Shipman, Jeff
88.8%
Thurston, Doug
47.5%
Pratt, Jared
83.8%
Alley, Mike
46.2%
Rasmussen, Kelley
38.5%
Top 15 Openers Brink, Don
QTD - 2019 Sales
Top 15 Benefit Counselors
$392,591.28 Isaacson, Stephanie
QTD Total Net Sales Credit 18,232
Rasmussen, Kelley
$53,333.71 Ford, Brook
13,267
Shipman, Jeff
$51,046.47 Brink, Don
11,407
Ford, Brook (141366)
$50,052.84 Kunkler, Karen
10,238
Pines, Zara
$47,227.44 Wolden, Julie
8,231
Weiland, Abigail
$42,799.66 Weiland, Abigail
7,967
Pratt, Jared
$36,553.52 Pratt, Jared
7,726
Campbell, Branden
$32,994.60 Losada Monroy, Raquel $31,327.23 Kartub, Doug
6,893
5,497
Bringhurst, Angela
$19,409.52 Baldwin, Cera $12,794.76 Campbell, Branden
Gifford, Troy
$11,554.42 Gifford, Troy
5,261
Ford, Brook (765601)
$10,624.08 Mitchell, Janet
4,818
Gardner, Brad
$10,592.64 Durre, Mike
4,798
Bryant, Margaret
Day, Terra
Mitchell, Janet
$8,450.76 DuPriest, Kathy
6,703 5,349
4,386
Year to Date Numbers (as of Week 32)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
45.7% Canals, Gabriel
61.6%
Cornett, Kevin
44.9% Rathmanner, Casey
53.8%
Thurston, Doug
43.6% Pratt, Jared
45.5%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$733,853.40
Isaacson, Stephanie
Campbell, Branden
$380,014.53
Losada Monroy, Raquel
73,514
Bryant, Margaret
$227,395.75
Kunkler, Karen
49,919
Bringhurst, Angela
$158,707.05
Leach, Susan
48,172
Pines, Zara
$129,690.97
Wolden, Julie
48,014
Ray, Carrie
$104,355.90
Weiland, Abigail
38,824
Shipman, Jeff
$102,537.09
Brink, Don
35,056
Rathmanner, Casey
$102,411.03
Liddell, Billy
33,409
Rasmussen, Kelley
$90,356.70
Buschman, Roxana
33,400
Pratt, Jared
$84,466.06
Pratt, Jared
32,175
Gifford, Troy
$83,904.86
Morgester, Christine
28,792
Griffeth, Jeff
$79,452.48
Gifford, Troy
28,373
Day, Terra
$76,995.18
Day, Terra
27,370
Weiland, Abigail
$74,324.05
Rasmussen, Kelley
25,957
Kartub, Doug
$71,581.38
Campbell, Branden
25,474
141,844
Year to Date Numbers (as of Week 32)
Top 5 Coordinators
WK 32 Net Sales Credits
Ballweber, Theresa
5,003
Talburt, Marci
2,223
Gross, Lynsay
1,473
Bryant, Margaret
627
Bringhurst, Angela
531
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 63,099
Gross, Lynsay
9,491
Talburt, Marci
9,425
Bryant, Margaret
2,381
Jones, Eric
2,206
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 240,075
Talburt, Marci
57,450
Gross, Lynsay
26,788
Bryant, Margaret
19,227
Bringhurst, Angela
16,444
3rd Qtr Cases 2019 Goal:
78 2019 Actual:
24
30.7%
2019 Cases 2019 Goal:
376 2019 Actual:
158
42.0%
3rd Qtr Premium 2019 Goal:
$2,379,998 2019 Actual:
$1,017,396
42.7% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$4,819,978
41.5%
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 Shannon Macinnes-Lund Recruiting Consultant 385.271.6444 (cell) SMacinnesLund@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550