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