Oregon Idaho Pioneers Aug 29, 2018 October 6, 2016
ATTENTION: THE TERRITORY OFFICE WILL BE CLOSED FOR LABOR DAY ON MONDAY, SEPTEMBER 3, 2018.
OPEN ENROLLMENT FOR AGENTS IN SEPTEMBER Beginning September 4, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through September 28. Sales reps will also receive commission on their enrollment. This enrollment is for new coverage only. Enrollment Guidelines: During open enrollment in September, salespeople can purchase the following products: •
ISTD 3000; Disability 1000
•
Individual Medical Bridge; Medical Bridge 3000 •
IMB or Medical Bridge 3000 coverage is available for plans 1 or 3 only up to a maximum hospital confinement benefit of $1,000. The Outpatient Surgical Benefit is only limited to option No. 1 under both plans.
•
Cancer Assist; Cancer 1000
•
Critical Illness 1.0
•
Individual Accident, Accident 1.0
•
Gunshot Wound
•
Individual Dental PPO
•
Term Life 1000
•
Whole Life 1000 (Guaranteed issue $12 weekly premium to a maximum of $50,000)
Salespeople are eligible for individual plans with standard underwriting. To help streamline your application process, this enrollment is set up through the Call Center. Using the following information, a call center representative will assist you in your application:
ENROLLMENT PHONE NUMBER: 866.580.6813 Availability: Monday through Friday from 8 a.m. to 8 p.m. ET.
For more information, please visit PROPR.
This Week’s New Cases Opened by: Branden Campbell Kylie Durre Jeff Griffeth Eric Jones Kelley Rasmussen Casey Rathmanner Abigail Weiland John Wiemann
The 10 Best Sales Movies of All Time according to Matthew Chernov on blog.hubspot.com 1. Used Cars (1980) 2. Death of a Salesman (1982) 3. Seize The Day (1986) 4. Baby Boom (1987) 5. Tin Men (1987) 6. Glengarry Glen Ross (1992) 7. Tommy Boy (1995) 8. Diamond Men (2000) 9. Lord of War (2005)
10. Pursuit of Happyness (2006)
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 34)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$40,487.79
Rathmanner, Casey
Alley, Mike
$37,646.25
Jones, Eric
$6,807.12
Maxwell, Denise
$18,361.08
Gray, Jeff
$6,556.68
Top 15 Openers
Week 34 Sales
Top 15 Benefit Counselors
$37,203.57
WK 34 Net Sales Credits
Burkett, James
$16,172.75 Pratt, Jared
6,176
Hillman, Tina
$13,296.96 Isaacson, Stephanie
4,796
Rasmussen, Kelley
$12,997.49 Canals, Gabriel
3,250
Weiland, Abigail
$11,990.52 Losada Monroy, Raquel
3,126
Bryant, Margaret
$8,622.27 Leach, Susan
2,544
Rathmanner, Casey
$8,405.04 Gray, Jeff
2,295
Brink, Don
$6,626.38 Kramer, Cassandra
2,153
Gray, Jeff
$6,556.68 Jones, Eric
1,665
Thurston, Doug
$6,007.57 Wollen, Gordon
1,453
Pines, Zara
$5,264.64 Morgester, Christine
1,419
Campbell, Branden
$4,588.44 Buschman, Roxana
1,133
Jones, Eric
$3,817.26 Gifford, Troy $3,042.12 Wiemann, John
1,021
$2,884.56 McLean, Kimberly $1,803.20 Kunkler, Karen
1,005
Moote, Liz Wiemann, John Ray, Carrie
1,010 734
Quarter to Date Numbers (as of Week 34)
QTD Top DGA’s by % of Plan Alley, Mike
QTD Top ADM’s by % of Plan
117.1%
Rathmanner, Casey
158.7%
Thurston, Doug
60.3%
Campbell, Branden
145.0%
Cornett, Eric
49.0%
Gray, Jeff
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
71.3%
QTD Total Net Sales Credit
Brink, Don
$176,863.43 Isaacson, Stephanie
47,614
Pines, Zara
$130,743.83 Griffeth, Jeff
22,067
Bryant, Margaret
$86,907.35 Losada Monroy, Raquel
21,807
Rasmussen, Kelley
$75,917.31 Fleener, Lois
16,307
Campbell, Branden
$75,829.92 Wolden, Julie
16,075
Thurston, Doug
$38,829.62 Kunkler, Karen
14,976
Rathmanner, Casey
$35,977.45 Pratt, Jared
14,428
Burkett, James
$28,294.27 Blair, Bill
14,087
Gray, Jeff
$22,064.76 Morgester, Christine
13,197
Behbahany, Cameron
$18,996.57 Gifford, Troy
11,748
Ford, Brook (765601)
$16,313.70 Griffeth, Terri
11,162
Maxwell, Denise
$16,215.29 Myers, Jan
11,049
Ray, Carrie
$14,167.33 Wollen, Gordon
10,601
Hillman, Tina
$13,296.96 Kramer, Cassandra
10,225
Cornett, Kevin
$12,416.76 Buschman, Roxana
9,086
Year to Date Numbers (as of Week 34)
YTD Top DGA’s by % of Plan Bringhurst, Steve
YTD Top ADM’s by % of Plan
116.4% Bringhurst, Angela
160.3%
Alley, Mike
88.7% Rathmanner, Casey
84.9%
Cornett, Kevin
55.3% Bilgen, Lisa
76.4%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$565,601.09
Isaacson, Stephanie
Pines, Zara
$314,758.68
Kunkler, Karen
90,076
Bringhurst, Angela
$308,249.46
Losada Monroy, Raquel
64,841
Bryant, Margaret
$203,059.83
Buschman, Roxana
63,695
Thurston, Doug
$184,271.15
Morgester, Christine
61,048
Campbell, Branden
$163,623.66
Leach, Susan
59,783
Rathmanner, Casey
$137,416.68
Wolden, Julie
50,058
Gifford, Troy
$112,291.43
Griffeth, Jeff
49,478
Jones, Eric
$98,275.34
Wollen, Gordon
47,015
Dickson, Brian
$96,315.09
Myers, Jan
36,962
Griffeth, Jeff
$95,191.98
Gifford, Troy
35,727
Rasmussen, Kelley
$94,970.92
Brink, Don
33,181
Shipman, Jeff
$93,602.45
Jones, Eric
31,554
Bilgen, Lisa
$76,886.04
Bringhurst, Braydon
28,831
Waldram, Matthew
$72,055.86
Kramer, Cassandra
27,998
140,241
Year to Date Numbers (as of Week 34)
Top 5 Coordinators
WK 34 Net Sales Credits
Ballweber, Theresa
2,285
Talburt, Marci
2,172
Burkett, James
1,794
Ward, Sue
1,206
Bryant, Margaret
1,108
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
39,967
Talburt, Marci
16,101
Bryant, Margaret
10,918
Gifford, Troy
7,977
Gross, Lynsay
4,312
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 165,260
Talburt, Marci
63,575
Bringhurst, Angela
32,492
Gifford, Troy
30,344
Bryant, Margaret
25,707
3rd Qtr Cases 2018 Goal:
47 2018 Actual:
34
72.3%
2018 Cases 2018 Goal:
249 2018 Actual:
177
71% 3rd Qtr Premium 2018 Goal:
$1,753,998 2018 Actual:
$1,090,106
62.1% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$4,669,228
53.1%
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