Oregon Idaho SW WA Pioneers Aug 31, 2021
September is National Life Insurance Awareness Month Take some time to review the materials and resources available to promote the value of Colonial Life’s life products in your accounts. For more information, visit Propr.
September Days To Remember National Food Bank Day— September 3 National Cheese Pizza Day—September 5 National Labor Day and National Read a Book Day—September 6 Patriot Day and National Day of Service and Remembrance—September 11 National Grandparents Day—September 12 National Online Learning Day and Greenpeace Day—September 15 National Guacamole Day—September 16 National Talk Like A Pirate Day and Wife Appreciation Day—September 19 National Car Free Day and National Ice Cream Cone Day—September 22 National Punctuation Day—September 24 National Daughter’s Day and National Comic Book Day—September 25 National Situational Awareness Day—September 26 National Drink Beer Day, Voter Registration Day and Good Neighbor Day— September 28 National Coffee Day—September 29
C = Construction
M = Manufacturing
New Cases Opened This Week:
W = Wholesale
Wes Betz
S = School
Margaret Bryant W
See below for more information
Branden Campbell (2 cases) S Joel Daniels
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
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 34)
WTD Top DGA’s
WTD Top ADM’s
Thurston, Doug
$158,090.94
Maxwell, Denise Attebery, Shane
Top 15 Openers
Canals, Gabriel
$70,927.92
$24,754.20
Runtz, Joe
$22,366.32
$13,057.92
Daniels, Joel
$10,429.56
Week 34 Sales
Top 15 Benefit Counselors
WK 34 Net Sales Credits
Campbell, Branden
$52,266.48 Losada Monroy, Raquel
Bryant, Margaret
$41,326.87 Canals, Gabriel $25,854.14 Isaacson, Stephanie
5,647
4,305
Runtz, Joe
$13,247.82 Miller, Tricia $12,297.12 Ford, McKenna
Daniels, Joel
$10,429.56 Camarata, Tim
3,065
Brink, Don Betz, Wes
11,649
5,161
4,194
Gonzalez, Ernesto
$8,872.80 Bryant, Margaret
2,791
Moote, Liz
$5,819.64 Runtz, Joe
2,187
Gurney, Brenda
$5,227.20 Buschman, Roxana
2,113
Ray, Carrie
$3,350.40 Moote, Liz
2,037
Beck, Kate
$2,324.04 Gurney, Brenda
1,830
Scheppegrell, Leslie
1,580
Wollen, Gordon
$1,523.52 Morgester, Christine $1,493.70 Kunkler, Karen
Weiland, Abigail
$1,384.61 Maccabee, Amber
1,412
Perdomo, Angela
$1,186.80 Campbell, Branden
1,303
1,457
Quarter to Date Numbers (as of Week 34)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
91.9%
Runtz, Joe
154.3%
Maxwell, Denise
89.1%
Weiland, Abigail
101.2%
Naugle, Ty
67.0%
Canals, Gabriel
83.2%
Top 15 Openers
QTD - 2021 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$283,416.22 Isaacson, Stephanie
39,918
Campbell, Branden
$232,693.68 Kunkler, Karen
34,267
Bryant, Margaret
$88,115.72 Losada Monroy, Raquel
33,153
Runtz, Joe
$41,376.93 Miller, Tricia
21,622
Day, Terra
$33,519.36 Maccabee, Amber
17,485
Otis, Shawn
$28,356.42 Camarata, Tim
15,465
Ray, Carrie
$27,500.40 Canals, Gabriel
11,791
Ford, Brook
$25,411.80 Buschman, Roxana
Ballweber, Theresa
$22,126.29 Runtz, Joe
9,621
Gifford, Troy
$20,419.49 Gifford, Troy
8,329
Griffeth, Jeff
$18,369.01 Otis, Marci
7,984
Taylor, Mary
$14,878.04 Morrison, Robert
7,741
Gurney, Brenda
$14,072.16 Ford, Brook
7,657
Betz, Wes
$13,763.73 Campbell, Branden
7,394
Gunson, Steve
$13,512.36 Lane, Michael
6,511
10,730
Year to Date Numbers (as of Week 34)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
59.3% Weiland, Abigail
63.4%
Thurston, Doug
49.3% Runtz, Joe
58.6%
Marquess, Rick
42.8% Jones, Amanda
52.7%
Top 15 Openers Brink, Don
YTD - 2021 Sales $1,141,547.14
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
143,054
Campbell, Branden
$355,176.24
Isaacson, Stephanie
135,366
Bryant, Margaret
$232,551.53
Losada Monroy, Raquel
84,246
Ballweber, Theresa
$91,607.70
Miller, Tricia
59,813
Shipman, Jeff
$75,836.98
Buschman, Roxana
35,816
Lane, Michael
$74,281.53
Gifford, Troy
30,461
Ray, Carrie
$67,091.13
Maccabee, Amber
30,339
Daniels, Joel
$65,946.34
Bryant, Margaret
30,149
Bringhurst, Angela
$58,753.44
Lane, Michael
27,328
Thurston, Derek
$54,650.73
Wolden, Julie
26,979
Bilgen, Lisa
$52,986.72
Camarata, Tim
25,905
Taylor, Mary
$49,475.41
DuPriest, Kathy
22,547
Day, Terra
$48,586.56
Campbell, Branden
22,390
Runtz, Joe
$44,302.05
Ford, Brook
15,568
Ballweber, Theresa
15,187
Gifford, Troy
$41,071.11
Year to Date Numbers (as of Week 34) Top 5 Coordinators
WK 34 Net Sales Credits
Ballweber, Theresa
9,745
Bryant, Margaret
4,275
Bonner, Lynn
1,055
Talburt, Marci
966
Bringhurst, Angela
582
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
70,039
Talburt, Marci
10,460
Bryant, Margaret
8,855
Bonner, Lynn
4,827
Gifford, Troy
4,001
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
211,699
Talburt, Marci
43,080
Bryant, Margaret
25,939
Bonner, Lynn
11,355
Cornett, Kevin
9,691
3rd Qtr Cases 2021 Goal:
34 2021 Actual:
30
88.2%
2021 Cases 2021 Goal:
203 2021 Actual:
100
49.2% 3rd Qtr Premium 2021 Goal:
$1,810,996 2021 Actual:
$1,299,751
71.7% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$4,194,272
44.1%
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