Oregon Idaho SW WA Pioneers Aug 4, 2021
NEW Whole Life Plus (IWL5000) product available September 20 The new Whole Life Plus (IWL5000) product will be available for enrollments in the next Harmony release scheduled for September 20. Due to regulatory changes to the non-forfeiture and valuation interest rates, Whole Life Plus (IWL5000) will be available to sell in all states except New York. To see what is new in this product launch -- including underwriting, marketing and training materials -- check it out on Propr.
Coming Soon—Public Sector Workshop Regional Sales Director Margarita Hudgins will be presenting a 3 hour in-person workshop in the Territory Office on Wednesday, August 4th, from 10 am– 1 pm PST. An additional session will be presented in Boise on Thursday, August 5th. For those of you who cannot attend in person, these sessions will also be available virtually. Times and Boise location to follow... • Breakout Session: Identifying Decision Topics will include: Makers • The Strategy • Breakout Session: Role Plays • Who We Are • The Four Questions • Why Public Sector • Procurement Process • Public Sector Pressures • Request for Proposal (RFP) Process • Public Sector Solutions • Public Sector Bundle • Building Your Leads List • Marketing Programs • Agent Assist
C = Construction See below for more information
New Cases Opened This Week: Branden Campbell (2 cases) C Brenda Gurney C Joe Runtz Stephen Schacher
DON’T FORGET...DOUBLE CASE COUNT 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 30)
WTD Top DGA’s Thurston, Doug
WTD Top ADM’s
$82,906.02
Canals, Gabriel
$29,712.06
Naugle, Ty
$15,303.12
McPherson, Stan
$9,718.68
Kezele, Will
$11,953.32
Taylor, Mary
$9,599.26
Top 15 Openers
Week 30 Sales
Top 15 Benefit Counselors
WK 30 Net Sales Credits
Brink, Don
$27,165.38 Kunkler, Karen
7,067
Campbell, Branden
$22,656.60 Isaacson, Stephanie $8,075.70 Miller, Tricia
4,093 3,352
Taylor, Mary
$7,915.91 Maccabee, Amber $7,094.51 Gurney, Brenda
2,297
Gurney, Brenda
$6,563.64 Griffeth, Jeff
2,211
McPherson, Stan
$4,859.34 McPherson, Stan
1,701
Schacher, Stephen
$4,859.34 Schacher, Stephen
1,701
Gifford, Troy
$3,877.62 Bryant, Margaret
1,562
Thurston, Derek
$3,132.99 Taylor, Todd
1,502
Weiland, Abigail
$3,020.91 Gifford, Troy
1,000
Ballweber, Theresa
987
Bilgen, Lisa
$2,684.16 Ford, Brook $2,383.08 Griffeth, Tyson
Talburt, Marci
$2,006.71 Morgester, Christine
855
Wolden, Julie
$1,985.04 Wolden, Julie
695
Griffeth, Jeff Bryant, Margaret
3,467
974
Quarter to Date Numbers (as of Week 30)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Naugle, Ty
61.3%
Runtz, Joe
91.4%
Thurston, Doug
45.1%
Otis, Marci
53.7%
Attebery, Shane
38.7%
Canals, Gabriel
35.6%
Top 15 Openers
QTD - 2021 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$176,367.96 Isaacson, Stephanie
24,987
Campbell, Branden
$101,170.68 Kunkler, Karen
22,829
Bryant, Margaret
$32,244.74 Miller, Tricia
12,814
Runtz, Joe
$31,803.33 Losada Monroy, Raquel
10,567
Otis, Shawn
$23,166.60 Camarata, Tim
8,184
Day, Terra
$17,408.76 Morrison, Robert
7,713
Ballweber, Theresa
$16,670.91 Runtz, Joe
6,654
Griffeth, Jeff
$14,273.04 Otis, Marci
6,168
Gifford, Troy
$13,293.12 Buschman, Roxana
5,628
Taylor, Mary
$13,247.15 Maccabee, Amber $7,928.52 Gifford, Troy
5,399
3,412
Ford, Brook
$7,450.08 Peterson, Kimberly $6,079.80 Griffeth, Tyson
3,037
Canals, Gabriel
$5,719.44 Gurney, Brenda
2,775
Helsley, Kay
$5,176.32 Ford, Brook
2,431
Gurney, Brenda Ward, Sue
4,797
Year to Date Numbers (as of Week 30)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
53.0% Otis, Marci
46.7%
Thurston, Doug
41.2% Jones, Amanda
46.6%
Marquess, Rick
40.6% Taylor, Mary
44.4%
Top 15 Openers Brink, Don
YTD - 2021 Sales $1,034,498.88
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kunkler, Karen
131,616 120,435
Campbell, Branden
$223,653.24
Isaacson, Stephanie
Bryant, Margaret
$176,680.55
Losada Monroy, Raquel
61,660
Ballweber, Theresa
$86,152.32
Miller, Tricia
51,005
Shipman, Jeff
$75,218.38
Buschman, Roxana
30,714
Lane, Michael
$63,904.47
Gifford, Troy
26,929
Daniels, Joel
$55,516.78
Bryant, Margaret
25,738
Thurston, Derek
$53,404.83
Wolden, Julie
23,235
Bringhurst, Angela
$51,384.96
Lane, Michael
22,354
Taylor, Mary
$47,844.52
DuPriest, Kathy
22,267
Bilgen, Lisa
$44,673.78
Camarata, Tim
18,624
Ray, Carrie
$40,848.69
Maccabee, Amber
18,253
Otis, Marci
$36,923.82
Campbell, Branden
14,728
Egan, Rhett
$36,300.96
Daniels, Joel
14,086
Runtz, Joe
$34,728.45
Cornett, Kevin
13,649
Year to Date Numbers (as of Week 30) Top 5 Coordinators
WK 30 Net Sales Credits
Ballweber, Theresa
6,763
Talburt, Marci
2,880
Gifford, Troy
1,195
Bryant, Margaret
916
Gross, Lynsay
225
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 36,483
Talburt, Marci
3,481
Bryant, Margaret
3,309
Gifford, Troy
2,870
Bonner, Lynn
2,795
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 178,143
Talburt, Marci
36,101
Bryant, Margaret
20,393
Bonner, Lynn
9,323
Cornett, Kevin
9,130
3rd Qtr Cases 2021 Goal:
34 2021 Actual:
15
44.1%
2021 Cases 2021 Goal:
203 2021 Actual:
85
41.8% 3rd Qtr Premium 2021 Goal:
$1,810,996 2021 Actual:
$627,875
34.6% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$3,522,395
37.1%
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