August 31, 2021 Newsletter

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