Oregon Idaho SW WA Pioneers Aug 10, 2021
NEW Whole Life Plus (IWL5000) product available September 20 The new Whole Life Plus (IWL5000) product will be available for enrollments in the next Harmony release scheduled for September 20. Due to regulatory changes to the non-forfeiture and valuation interest rates, Whole Life Plus (IWL5000) will be available to sell in all states except New York. To see what is new in this product launch -- including underwriting, marketing and training materials -- check it out on Propr.
New Cases Opened This Week: Angela Perdomo M C = Construction
Carrie Ray
M = Manufacturing
Albert Ruggiero
See below for more information
Nancy Wirth C Julie Wolden M
Q3 Only for these SIC codes: BUSINESS AND SECRETARIAL SCHOOLS -- 8244 COLLEGES, UNIVERSITIES AND PROFESSIONAL SCHOOLS -- 8221 DATA PROCESSING SCHOOLS -- 8243 ELEMENTARY AND SECONDARY SCHOOLS -- 8211 JUNIOR COLLEGES AND TECHNOLOGY INSTITUTES -- 8222/8221 LIBRARIES -- 8231 VOCATIONAL SCHOOLS -- 8249
Get Policyholders Online How good is our Live Chat customer support? Over the week of July 12, our contact center offered more than 1,100 chats to customers and not a single one needed to be escalated. On top of that, 100% of the chats remained in the portal – not a single callback! It’s no wonder 84% of customers surveyed had a positive experience. So continue to promote the policyholder portal to your clients and let them know they can find information and help there. Then you’ll have more time to focus on sales and more complex requests.
2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights. Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.
2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches. Make plans now to qualify and experience the Aloha Spirit in 2022!
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 DGA’s
WTD Top ADM’s
Thurston, Doug
$57,473.64
Canals, Gabriel
$22,922.52
Naugle, Ty
$18,582.24
Weiland, Abigail
$18,718.62
Maxwell, Denise
$16,435.08
Fleener, Lois
Top 15 Openers
Week 31 Sales
Top 15 Benefit Counselors
$6,114.96
WK 31 Net Sales Credits
Campbell, Branden
$18,377.52 Maccabee, Amber
7,097
Ray, Carrie
$16,929.60 Campbell, Branden $14,356.45 Wolden, Julie
5,121
Brink, Don
2,431
Bringhurst, Angela
$6,945.12 Gifford, Troy $5,081.28 Losada Monroy, Raquel
Bilgen, Lisa
$4,396.62 Fleener, Lois
1,917
Perdomo, Angela
$4,283.28 Miller, Tricia
1,871
Bryant, Margaret
$4,257.42 Peterson, Kimberly
1,158
Gifford, Troy
$2,563.65 Bryant, Margaret
1,132
Myers, Jan
$2,495.52 Ballweber, Theresa
1,056
Weiland, Abigail
$1,789.02 Kunkler, Karen
1,051
Ruggiero, Al
969
Canals, Gabriel
$1,725.84 Buschman, Roxana $1,716.24 Myers, Jan
Griffeth, Jeff
$1,709.77 Clark, Breanna
588
Jones, Amanda
$1,652.76 Jones, Cynthia
537
Wolden, Julie
2,208 2,093
873
Quarter to Date Numbers (as of Week 31)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
51.3%
Runtz, Joe
91.4%
Maxwell, Denise
45.4%
Otis, Marci
53.7%
Attebery, Shane
38.7%
Weiland, Abigail
51.8%
Top 15 Openers
QTD - 2021 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$190,724.41 Isaacson, Stephanie
25,192
Campbell, Branden
$119,548.20 Kunkler, Karen
23,880
Bryant, Margaret
$36,502.16 Miller, Tricia
14,685
Runtz, Joe
$31,575.81 Losada Monroy, Raquel
12,661
Otis, Shawn
$23,166.60 Maccabee, Amber
12,496
Ray, Carrie
$18,187.56 Camarata, Tim
8,567
Day, Terra
$17,408.76 Morrison, Robert
7,713
Ballweber, Theresa
$16,058.31 Runtz, Joe
7,021
Griffeth, Jeff
$15,982.81 Gifford, Troy
7,005
Gifford, Troy
$15,856.77 Buschman, Roxana
6,596
Ford, Brook
$15,663.24 Otis, Marci
6,168
Taylor, Mary
$13,415.45 Campbell, Branden
4,853
Wolden, Julie
$11,685.24 Peterson, Kimberly
4,570
Gurney, Brenda
$8,384.52 Wolden, Julie
4,094
Canals, Gabriel
$7,435.68 Bryant, Margaret
3,158
Year to Date Numbers (as of Week 31)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
53.0% Jones, Amanda
47.6%
Thurston, Doug
42.3% Otis, Marci
46.7%
Marquess, Rick
41.6% Weiland, Abigail
45.0%
Top 15 Openers Brink, Don
YTD - 2021 Sales $1,048,855.33
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
132,667 120,640
Campbell, Branden
$242,030.76
Isaacson, Stephanie
Bryant, Margaret
$180,937.97
Losada Monroy, Raquel
63,753
Ballweber, Theresa
$85,539.72
Miller, Tricia
52,876
Shipman, Jeff
$74,802.69
Buschman, Roxana
31,682
Lane, Michael
$63,904.47
Gifford, Troy
29,136
Ray, Carrie
$57,778.29
Bryant, Margaret
26,870
Bringhurst, Angela
$56,466.24
Wolden, Julie
25,666
Daniels, Joel
$55,516.78
Maccabee, Amber
25,350
Thurston, Derek
$53,416.83
Lane, Michael
22,625
Bilgen, Lisa
$49,070.40
DuPriest, Kathy
22,267
Taylor, Mary
$48,012.82
Campbell, Branden
19,848
Otis, Marci
$36,923.82
Camarata, Tim
19,007
Gifford, Troy
$36,508.39
Daniels, Joel
14,086
Egan, Rhett
$36,300.96
Ballweber, Theresa
14,056
Year to Date Numbers (as of Week 31) Top 5 Coordinators
WK 31 Net Sales Credits
Ballweber, Theresa
5,081
Talburt, Marci
2,782
Gifford, Troy
575
Fleener, Lois
484
Bryant, Margaret
158
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 41,564
Talburt, Marci
6,263
Bryant, Margaret
3,467
Gifford, Troy
3,445
Bonner, Lynn
2,795
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 183,224
Talburt, Marci
38,884
Bryant, Margaret
20,550
Bonner, Lynn
9,323
Gifford, Troy
7,996
3rd Qtr Cases 2021 Goal:
34 2021 Actual:
19
55.8%
2021 Cases 2021 Goal:
203 2021 Actual:
89
43.8% 3rd Qtr Premium 2021 Goal:
$1,810,996 2021 Actual:
$746,211
41.2% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$3,640,732
38.3%
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
Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@coloniallife.com
Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@coloniallife.com
Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550