Aug. 6, 2019 Newsletter

Oregon Idaho Pioneers Aug 6, 2019 October 6, 2016

NEW FEATURES AND POSITIONING POINTS FOR WHOLE LIFE (IWL5000) Whole Life (IWL5000) is designed to help meet the personal insurance needs of your customers. With these new features, you can now customize the plan to meet the life insurance needs of each individual.

For more information see Propr.

New Cases Opened This Week: Don Brink Gabriel Canals Kyle Cornett Carrie Ray

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 31)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$36,694.38

Rathmanner, Casey

$11,757.75

Maxwell, Denise

$19,606.08

Canals, Gabriel

$10,944.30

Alley, Mike

$13,969.86

Bringhurst, Angela

Top 15 Openers Brink, Don

Week 31 Sales

Top 15 Benefit Counselors

$13,953.58 Kunkler, Karen

$5,586.96

WK 31 Net Sales Credits 2,565

Weiland, Abigail

$8,236.98 Fitzhugh, Malissa

2,271

Bringhurst, Angela

$5,292.12 Brink, Don

2,249

Bryant, Margaret

$4,075.02 Losada Monroy, Raquel

2,080

Mitchell, Janet

$3,553.92 Bringhurst, Angela

1,852

Taylor, Mary

$3,398.28 Gifford, Troy

1,773

Campbell, Branden

$2,985.24 Mitchell, Janet $2,958.84 DuPriest, Kathy

1,244 1,059

Cornett, Kyle

$2,921.64 Morgester, Christine $2,844.00 Snider, Jason

Day, Terra

$2,711.88 Isaacson, Stephanie

999

Rathmanner, Casey

$2,381.97 Leach, Susan $1,665.90 Campbell, Branden

947

$1,665.90 Kartub, Doug $1,590.81 Pratt, Jared

732

Grimes, Stan Snider, Jason

Gifford, Troy Griffeth, Jeff Pines, Zara

1,187 1,023

826 519

Quarter to Date Numbers (as of Week 31)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Maxwell, Denise

44.7%

Shipman, Jeff

86.3%

Alley, Mike

42.4%

Pratt, Jared

75.9%

Thurston, Doug

42.1%

Rasmussen, Kelley

38.5%

Top 15 Openers Brink, Don

QTD - 2019 Sales

Top 15 Benefit Counselors

$362,000.99 Isaacson, Stephanie

QTD Total Net Sales Credit 15,453

Rasmussen, Kelley

$52,087.14 Brink, Don

7,280

Shipman, Jeff

$49,799.90 Pratt, Jared

7,259

Ford, Brook

$47,522.40 Losada Monroy, Raquel

6,637

Pines, Zara

$40,858.71 Kunkler, Karen

6,433

Weiland, Abigail

$36,798.76 Weiland, Abigail

6,301

Pratt, Jared

$34,040.40 Wolden, Julie

5,359

Campbell, Branden

$31,559.28 Mitchell, Janet $19,256.22 Campbell, Branden

5,216

4,798

Gardner, Brad

$17,449.38 Durre, Mike $10,592.64 Baldwin, Cera

Gifford, Troy

$10,135.50 Gifford, Troy

4,499

Day, Terra

Bryant, Margaret

4,847 4,509

Mitchell, Janet

$8,450.76 Kartub, Doug

4,217

Parsons, Brad

$7,729.68 Leach, Susan

4,076

McPherson, Stan

$7,330.86 DuPriest, Kathy

3,759

Year to Date Numbers (as of Week 31)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

47.9% Canals, Gabriel

61.1%

Cornett, Kevin

44.9% Rathmanner, Casey

52.4%

Thurston, Doug

41.6% Shipman, Jeff

44.9%

Top 15 Openers

YTD - 2019 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$705,272.59

Isaacson, Stephanie

Campbell, Branden

$378,579.21

Losada Monroy, Raquel

73,259

Bryant, Margaret

$213,403.24

Leach, Susan

48,308

Bringhurst, Angela

$152,855.37

Kunkler, Karen

46,114

Pines, Zara

$123,322.24

Wolden, Julie

45,142

Rathmanner, Casey

$102,044.70

Weiland, Abigail

37,158

Ray, Carrie

$102,040.74

Liddell, Billy

33,409

Shipman, Jeff

$101,290.52

Buschman, Roxana

31,741

139,064

Rasmussen, Kelley

$89,110.13

Pratt, Jared

31,707

Gifford, Troy

$82,485.94

Brink, Don

30,930

Pratt, Jared

$81,952.94

Morgester, Christine

27,784

Griffeth, Jeff

$78,151.16

Gifford, Troy

27,611

Day, Terra

$76,841.88

Day, Terra

27,370

Kartub, Doug

$71,581.38

Rasmussen, Kelley

25,454

Weiland, Abigail

$68,323.15

Campbell, Branden

24,972

Year to Date Numbers (as of Week 31)

Top 5 Coordinators

WK 31 Net Sales Credits

Ballweber, Theresa

3,777

Talburt, Marci

1,471

Gross, Lynsay

1,202

Bringhurst, Angela

529

Bryant, Margaret

348

Top 5 Coordinators Ballweber, Theresa

QTD Total Net Sales Credit 58,096

Gross, Lynsay

8,018

Talburt, Marci

7,202

Jones, Eric

2,206

Bryant, Margaret

1,754

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 235,072

Talburt, Marci

55,227

Gross, Lynsay

25,315

Bryant, Margaret

18,600

Gifford, Troy

16,140

3rd Qtr Cases 2019 Goal:

78 2019 Actual:

23

29.4%

2019 Cases 2019 Goal:

376 2019 Actual:

157

41.7%

3rd Qtr Premium 2019 Goal:

$2,379,998 2019 Actual:

$896,872

37.6% 2019 Premium 2019 Goal

$11,589,000 2019 Actual:

$4,699,454

40.5%

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

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