August 21, 2018 Newsletter

Oregon Idaho Pioneers Aug 21, 2018 October 6, 2016

PLEASE JOIN US IN WELCOMING THE NEWEST MEMBER OF THE OREGON/IDAHO COLONIAL LIFE FAMILY… SUMMER ELIZABETH JOBIN BORN AUGUST 14, 2018

CONGRATULATIONS MIKE AND LINNEA ALLEY ON YOUR NEW GRANDDAUGHTER!

This Week’s New Cases Opened by: Don Brink Carrie Ray

Gower congratulates our newest 10k30, Cameron Behbahany, and our newest 10k90, Vera Jackson, with managers Casey Rathmanner and Jeff Shipman, and DGA Mike Alley.

Great job, Vera and Cameron!!!

2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer.

2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime.

Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.

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 33)

WTD Top DGA’s

WTD Top ADM’s

Thurston, Doug

$50,989.23

Rathmanner, Casey

Alley, Mike

$31,128.48

Jones, Eric

$7,573.44

Maxwell, Denise

$18,510.72

Durre, Mike

$6,142.20

Top 15 Openers

Week 33 Sales

Top 15 Benefit Counselors

$27,111.42

WK 33 Net Sales Credits

Brink, Don

$22,868.92 Buschman, Roxana

4,312

Rathmanner, Casey

$16,475.85 Brink, Don

3,551

Burkett, James

$12,420.32 Anderson, Derik

2,903

Thurston, Doug

$8,598.38 Wolden, Julie

2,222

Behbahany, Cameron

$5,507.07 Rathmanner, Kyle

1,951

Pines, Zara

$4,942.29 Losada Monroy, Raquel

1,639

Jones, Eric

$4,822.02 Gray, Jeff

1,591

Gray, Jeff

$4,547.04 Kunkler, Karen

1,583

Bryant, Margaret

$3,882.77 Isaacson, Stephanie

1,371

Ray, Carrie

$3,325.92 Peterson, Kimberly

1,279

Snider, Jason

$2,976.00 Jones, Eric

1,271

Cornett, Kevin

$2,821.20 Wiemann, John $2,487.63 Leach, Susan

1,087

Maxwell, Denise Schiefelbein, Trevor Schulz, Patty

$2,396.22 Morgester, Christine $2,234.04 Schulz, Patty

948 829 782

Quarter to Date Numbers (as of Week 33)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Alley, Mike

95.9%

Campbell, Branden

136.9%

Thurston, Doug

56.0%

Rathmanner, Casey

125.7%

Cornett, Kevin

39.2%

Durre, Mike

Top 15 Openers

QTD - 2018 Sales

Top 15 Benefit Counselors

59.2%

QTD Total Net Sales Credit

Brink, Don

$166,810.84 Isaacson, Stephanie

42,818

Pines, Zara

$125,479.19 Griffeth, Jeff

21,936

Bryant, Margaret

$78,982.03 Losada Monroy, Raquel

18,680

Campbell, Branden

$71,241.48 Fleener, Lois

16,307

Rasmussen, Kelley

$62,919.82 Wolden, Julie

15,920

Thurston, Doug

$32,296.77 Blair, Bill

14,295

Rathmanner, Casey

$27,572.41 Kunkler, Karen

14,242

Behbahany, Cameron

$18,996.57 Griffeth, Terri

11,853

Ford, Brook (765601)

$16,313.70 Morgester, Christine

11,778

Maxwell, Denise

$16,194.89 Myers, Jan

11,049

Gray, Jeff

$15,508.08 Gifford, Troy

10,727

Hillier, Shane

$14,970.24 Wollen, Gordon

9,148

Ray, Carrie

$12,364.13 Griffeth, Tyson

8,902

Snider, Jason

$12,253.62 Pratt, Jared

8,253

Ford, Brook (666759)

$12,202.74 Kramer, Cassandra

8,073

Year to Date Numbers (as of Week 33)

YTD Top DGA’s by % of Plan Bringhurst, Steve

YTD Top ADM’s by % of Plan

114.7% Bringhurst, Angela

159.5%

Alley, Mike

84.3% Rathmanner, Casey

77.4%

Cornett, Kevin

55.1% Bilgen, Lisa

76.2%

Top 15 Openers

YTD - 2018 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$558,974.71

Isaacson, Stephanie

Bringhurst, Angela

$309,700.26

Kunkler, Karen

89,342

Pines, Zara

$309,494.04

Buschman, Roxana

62,562

Bryant, Margaret

$194,437.56

Losada Monroy, Raquel

61,714

Thurston, Doug

$178,263.58

Morgester, Christine

59,629

Campbell, Branden

$159,035.22

Leach, Susan

57,239

Rathmanner, Casey

$129,011.64

Wolden, Julie

49,903

Gifford, Troy

$110,770.43

Griffeth, Jeff

49,346

135,446

Dickson, Brian

$95,910.69

Wollen, Gordon

45,563

Jones, Eric

$94,458.08

Myers, Jan

36,962

Shipman, Jeff

$93,735.98

Gifford, Troy

34,706

Griffeth, Jeff

$93,421.38

Brink, Don

32,701

Rasmussen, Kelley

$81,973.43

Jones, Eric

29,889

Bilgen, Lisa

$76,443.36

Bringhurst, Braydon

28,831

Waldram, Matthew

$72,055.86

Fleener, Lois

26,974

Year to Date Numbers (as of Week 33)

Top 5 Coordinators

WK 33 Net Sales Credits

Ballweber, Theresa

3,730

Talburt, Marci

2,467

Burkett, James

1,374

Jones, Eric

757

Gray, Jeff

455

Top 5 Coordinators

QTD Total Net Sales Credit

Ballweber, Theresa

37,682

Talburt, Marci

13,929

Bryant, Margaret

9,810

Gifford, Troy

7,747

Gross, Lynsay

4,312

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 162,975

Talburt, Marci

61,403

Bringhurst, Angela

32,302

Gifford, Troy

30,115

Bryant, Margaret

24,599

3rd Qtr Cases 2018 Goal:

47 2018 Actual:

28

59.5%

2018 Cases 2018 Goal:

249 2018 Actual:

171

68.6% 3rd Qtr Premium 2018 Goal:

$1,753,998 2018 Actual:

$958,201

54.6% 2018 Premium 2018 Goal

$8,791,000 2018 Actual:

$4,537,323

51.6%

THE CORE TEAM

Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com

Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com

Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550