Oregon Idaho Pioneers Aug 27, 2019 October 6, 2016
KNOW THE DIFFERENCE WHOLE LIFE (IWL5000) VS. WHOLE LIFE 1000
WHEN MARKETING WHOLE LIFE (IWL5000), YOU NEED TO UNDERSTAND THE NEW KEY FEATURES AND HOW THE PRODUCT DIFFERS FROM WHOLE LIFE 1000.
WHAT’S NEW!
• • • • • •
TWO PLAN OPTIONS MAXIMUM FACE AMOUNT NOW $500,000 MINIMUM LOAN AMOUNT NOW $250 REMOVED PREMIUM CAP TIED TO FACE AMOUNT; UNDERWRITING LEVEL IS DETERMINED BY AGE AND FACE AMOUNT GUARANTEED PURCHASE OPTION IS NOW AVAILABLE AS A RIDER ON ADULT PLAN OPTIONAL LIVING BENEFITS
WHAT’S DIFFERENT? REVIEW THE COMPARISON OF WHOLE LIFE (IWL5000) TO WHOLE LIFE 1000 FOR DETAILS ON EACH PRODUCT’S PLAN DESIGN. FOR ADDITIONAL COMPARISONS OF OUR PRODUCTS, YOU MAY USE THE PRODUCT COMPARISON TOOL LOCATED ON THE HOME PAGE OF PROPR OR SEE RECOMMENDED ITEMS.
New Cases Opened This Week: Branden Campbell (3 cases) Terra Day Troy Gifford Brenda Gurney Brad Parsons Jason Stine (2 cases) Gordon Wollen
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 34)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$81,543.75
Canals, Gabriel
$58,674.06
Alley, Mike
$36,384.00
Rathmanner, Casey
$19,779.51
Maxwell, Denise
$18,823.32
Rasmussen, Kelley
$14,608.44
Top 15 Openers
Week 34 Sales
Top 15 Benefit Counselors
WK 34 Net Sales Credits
Campbell, Branden
$50,328.96 Fitzhugh, Malissa
5,581
Stine, Jason
$17,821.08 Isaacson, Stephanie
5,032
Rasmussen, Kelley
$13,384.32 Camarata, Timothy
3,996
Brink, Don
$10,718.47 Wolden, Julie
3,195
Day, Terra
$7,401.78 Ford, Brook
3,141
Pratt, Jared
$6,137.64 Pratt, Jared
3,085
Parsons, Brad
$4,889.28 Baldwin, Cera $4,496.17 Gifford, Troy
1,930 1,473
Bryant, Margaret
$3,676.22 Losada Monroy, Raquel $3,446.06 Canals, Gabriel
Gurney, Brenda
$2,622.96 Leach, Susan
1,116
Jones, Eric
$2,419.44 DuPriest, Kathy $2,294.40 Griffeth, Tyson
1,105
$1,841.15 Griffeth, Jeff $1,771.80 Brink, Don
1,063
Griffeth, Jeff Gifford, Troy
Durre, Kylie Griffeth, Tyson Brisbee, Lori
1,875 1,257
1,095 979
Quarter to Date Numbers (as of Week 34)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
69.5%
Pratt, Jared
Thurston, Doug
60.1%
Shipman, Jeff
89.0%
Alley, Mike
56.4%
Canals, Gabriel
55.4%
Top 15 Openers Brink, Don
QTD - 2019 Sales
Top 15 Benefit Counselors
$415,202.49 Isaacson, Stephanie
100.7%
QTD Total Net Sales Credit 25,281
Campbell, Branden
$91,447.92 Ford, Brook
17,330
Rasmussen, Kelley
$66,845.55 Wolden, Julie
17,056
Ford, Brook (141366)
$52,338.00 Kunkler, Karen
13,107
Shipman, Jeff
$51,146.99 Brink, Don
13,036
Pines, Zara
$50,150.76 Pratt, Jared
11,587
Bryant, Margaret
$45,691.43 Kartub, Doug
10,284
Pratt, Jared
$45,219.92 Gifford, Troy $42,995.26 Fitzhugh, Malissa
9,952
8,262
Thurston, Derek
$29,347.80 Losada Monroy, Raquel $25,378.50 Weiland, Abigail
Stine, Jason
$19,248.30 Baldwin, Cera
7,676
Gifford, Troy
$18,128.13 Campbell, Branden
6,415
Bringhurst, Angela
$17,754.00 Camarata, Timothy
6,122
Ford, Brook (765601)
$14,185.14 Leach, Susan
6,045
Weiland, Abigail
Day, Terra
9,282 7,909
Year to Date Numbers (as of Week 34)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
51.3% Canals, Gabriel
70.3%
Alley, Mike
48.0% Rathmanner, Casey
57.4%
Thurston, Doug
46.3% Pratt, Jared
49.3%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$754,074.57
Isaacson, Stephanie
Campbell, Branden
$438,467.85
Losada Monroy, Raquel
74,884
Bryant, Margaret
$240,766.35
Wolden, Julie
56,840
Bringhurst, Angela
$163,666.29
Kunkler, Karen
52,788
Pines, Zara
$132,501.79
Leach, Susan
50,277
Rathmanner, Casey
$105,354.82
Weiland, Abigail
38,766
Ray, Carrie
$104,983.14
Brink, Don
36,685
Rasmussen, Kelley
$103,868.54
Pratt, Jared
36,036
Shipman, Jeff
$102,637.61
Buschman, Roxana
34,566
148,892
Pratt, Jared
$93,132.46
Liddell, Billy
33,409
Gifford, Troy
$90,542.02
Gifford, Troy
33,064
Day, Terra
$86,933.46
Morgester, Christine
30,954
Griffeth, Jeff
$84,631.15
Day, Terra
28,200
Weiland, Abigail
$74,519.65
Rasmussen, Kelley
28,173
Kartub, Doug
$72,949.62
Campbell, Branden
26,540
Year to Date Numbers (as of Week 34)
Top 5 Coordinators
WK 34 Net Sales Credits
Ballweber, Theresa
7,753
Talburt, Marci
3,415
Gross, Lynsay
1,482
Gifford, Troy
1,145
Bryant, Margaret
Top 5 Coordinators
648
QTD Total Net Sales Credit
Ballweber, Theresa
77,505
Talburt, Marci
13,579
Gross, Lynsay
11,678
Bryant, Margaret
3,192
Gifford, Troy
3,161
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 254,480
Talburt, Marci
61,604
Gross, Lynsay
28,976
Bryant, Margaret
20,038
Gifford, Troy
17,936
3rd Qtr Cases 2019 Goal:
78 2019 Actual:
38
48.7%
2019 Cases 2019 Goal:
376 2019 Actual:
172
45.7%
3rd Qtr Premium 2019 Goal:
$2,379,998 2019 Actual:
$1,333,444
56.0% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$5,136,026
44.3%
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 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