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