August 25, 2020 Newsletter

Oregon Idaho Pioneers Aug. 25, 2020

Idaho...You’ve been waiting to deliver a competitive critical illness product to the market, so now is the time to achieve your sales goals!

Oregon coming soon.

There’s a Lot To Smile About! Dental Initiative Results So Far...

Week 33 Dental Sales: $8,704.56 Total For The Dental Initiative: $123,523.56 Week 33 Groups Adding Dental Policies: 11 Total for the Dental Initiative: 62

Shani Mann Colette Chavez Walker Ruben Benavides Kristina Benthin Danny Wesselink

New Cases Opened This Week: Kevin Cornett Jason Snider Derek Thurston

2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of the ancient civilization in Athens' historical city center.

Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more.

Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss.

Make sure you have plans to qualify for the voyage of a lifetime. Your Legend Awaits!

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

$76,635.16

Canals, Gabriel

$53,107.77

Maxwell, Denise

$10,401.36

Weiland, Abigail

$4,325.52

Ray, Carrie

$2,570.04

Cornett, Kevin

Top 15 Openers

$4,631.16

Week 34 Sales

Top 15 Benefit Counselors

WK 34 Net Sales Credits

Campbell, Branden

$47,374.92 Kunkler, Karen

3,449

Brink, Don

$10,126.50 Campbell, Branden

2,997

Thurston, Derek

$3,001.05 Peterson, Kimberly

2,743

Bryant, Margaret

$2,628.81 Losada Monroy, Raquel

2,575

Ray, Carrie

$2,570.04 Buschman, Roxana

2,478

Pratt, Jared

$2,336.16 Isaacson, Stephanie

2,420

Weiland, Abigail

$2,318.52 Wolden, Julie

1,753

Canals, Gabriel

$2,148.48 Miller, Tricia

1,672

Gardner, Brad

$2,072.04 Gifford, Troy

1,330

Pines, Zara

$2,011.05 Pratt, Jared

994

Gurney, Brenda

$1,887.96 Lane, Michael

915

Bilgen, Lisa

$1,314.63 DuPriest, Kathy

900

Ballweber, Theresa

$1,268.41 Gardner, Brad

725

Durre, Mike

$1,260.36 Ford, Brook

646

Ford, Brook

$1,236.00 Bringhurst, Angela

550

Quarter to Date Numbers (as of Week 34)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Attebery, Shane

151.4%

Castro Monroy, Jonathan

168.0%

Jones, Eric

65.8%

Timothy, Nikki

130.9%

Marquess, Rick

44.8%

Taylor, Mary

67.1%

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Brink, Don

$169,044.63 Losada Monroy, Raquel

28,154

Campbell, Branden

$127,063.44 Kunkler, Karen

24,316

Top 15 Openers

Gurney, Brenda

QTD - 2020 Sales

$64,083.78 Isaacson, Stephanie

22,537

Pines, Zara

$46,191.81 Gurney, Brenda

17,135

Taylor, Mary

$31,649.55 Brink, Don

11,775

Castro Monroy, Jonathan

$31,080.00 Wolden, Julie

10,615

Ford, Brook

$21,435.36 Buschman, Roxana

10,029

Bryant, Margaret

$20,174.93 Villanueva, Maria $18,705.90 DuPriest, Kathy

8,272

7,170

Ray, Carrie

$16,639.47 Castro Monroy, Jonathan $16,459.95 Campbell, Branden

6,914

Thurston, Derek

$11,279.91 Vasquez, Guadalupe

6,315

Bilgen, Lisa Canals, Gabriel

Camarata, Tim

$10,583.52 Camarata, Tim

7,183

5,936

Ford, Brook

$8,552.88 Peterson, Kimberly

5,606

Pratt, Jared

$7,658.88 Miller, Tricia

4,909

Year to Date Numbers (as of Week 34)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Attebery, Shane

64.8%

Alley, Mike

56.2% Castro Monroy, Jonathan

54.6%

Thurston, Doug

42.8% Timothy, Nikki

43.9%

Top 15 Openers

YTD - 2020 Sales

Bilgen, Lisa

Top 15 Benefit Counselors

63.4%

YTD Total Net Sales Credit

Brink, Don

$968,827.14

Isaacson, Stephanie

131,984

Bryant, Margaret

$332,724.57

Kunkler, Karen

111,890

Bilgen, Lisa

$231,291.60

Losada Monroy, Raquel

89,638

Campbell, Branden

$201,309.84

Brink, Don

54,038

Pines, Zara

$83,346.81

DuPriest, Kathy

45,067

Taylor, Mary

$80,822.07

Buschman, Roxana

34,848

Ray, Carrie

$66,551.68

Wolden, Julie

33,309

Bringhurst, Angela

$61,068.27

Leach, Susan

31,811

Gurney, Brenda

$58,106.25

Wollen, Gordon

26,637

Boutwell, Gladys

$56,800.08

Ford, Brook

25,960

Gifford, Troy

$55,432.18

Morgester, Christine

25,320

Shipman, Jeff

$50,492.34

Gifford, Troy

24,850

Thurston, Derek

$48,053.91

Peterson, Kimberly

21,928

Ballweber, Theresa

$35,994.38

Miller, Tricia

20,282

Canals, Gabriel

$34,811.53

Fleener, Lois

18,609

Year to Date Numbers (as of Week 34) Top 5 Coordinators Ballweber, Theresa

WK 34 Net Sales Credits 6,862

Talburt, Marci

751

Gross, Lynsay

739

Bryant, Margaret

281

Durre, Mike

126

Top 5 Coordinators

QTD Total Net Sales Credit

Ballweber, Theresa

42,085

Talburt, Marci

12,039

Gross, Lynsay

5,015

Gurney, Brenda

4,189

Taylor, Stacie

3,918

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 180,792

Bryant, Margaret

53,608

Talburt, Marci

52,459

Gross, Lynsay

15,087

Taylor, Stacie

12,307

3rd Qtr Cases 2020 Goal:

95 2020 Actual:

18.5

19.4%

2020 Cases 2020 Goal:

435 2020 Actual:

92.5

21.2% 3rd Qtr Premium 2020 Goal:

$2,534,999 2020 Actual:

$873,241

30% 2020 Premium 2020 Goal

$11,316,000 2020 Actual:

$4,195,716

37%

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

Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@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