Oregon Idaho Pioneers Aug. 4, 2020 October 6, 2016
Matt Luschen Heather Lewis
New Cases Opened This Week: Shane Attebery (1/2 case) Don Brink Jonathan Castro Monroy (1/2 case) Carrie Ray Derek Thurston
National Dates To Remember August 6: National Root Beer Float Day August 7: National Water Balloon Day August 9: National Book Lovers Day
August 13: National Filet Mignon Day August 22: National Tooth Fairy Day August 26: National Dog Day August 28: National Red Wine Day August 30: National Toasted Marshmallow Day and National Beach Day
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 31)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$55,562.34
Canals, Gabriel
Attebery, Shane
$37,415.64
Ray, Carrie
$9,385.83
Cornett, Kevin
$11,545.56
Timothy, Nikki
$4,627.32
Top 15 Openers
Week 31 Sales
Top 15 Benefit Counselors
$14,695.44
WK 31 Net Sales Credits
Brink, Don
$19,919.34 Villanueva, Maria
5,218
Castro Monroy, Jonathan
$18,707.82 Losada Monroy, Raquel
4,914
Pines, Zara
$11,586.60 Castro Monroy, Jonathan
4,339
Thurston, Derek
$8,661.39 Isaacson, Stephanie
4,190
Ray, Carrie
$5,852.28 Vasquez, Guadalupe
3,539
Gurney, Brenda
$4,368.12 DuPriest, Kathy
2,679
Granja Flores, Hugo
$3,493.23 Buschman, Roxana
2,580
Ford, Brook
$3,191.28 Ford, Brook
2,054
Day, Terra
$2,685.24 Thurston, Derek
1,915
Taylor, Mary
$2,430.45 Kunkler, Karen
1,583
Campbell, Branden
$1,723.56 Gurney, Brenda
1,529
Parsons, Kate
$1,535.88 Granja Flores, Hugo
1,265
Fulton, David
$1,431.47 Wolden, Julie
580
Lane, Michael
$1,251.60 Peterson, Kimberly
537
Bryant, Margaret
$1,187.04 Wollen, Gordon
474
Quarter to Date Numbers (as of Week 31)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
93.5%
Timothy, Nikki
Jones, Eric
51.0%
Ray, Carrie
45.3%
Cornett, Kevin
33.5%
Daniels, Joel
22.0%
Top 15 Openers Brink, Don
104.7%
Top 15 Benefit Counselors
QTD Total Net Sales Credit
$106,309.98 Losada Monroy, Raquel
17,416
QTD - 2020 Sales
Gurney, Brenda
$51,225.24 Gurney, Brenda
15,110
Pines, Zara
$43,252.20 Isaacson, Stephanie
12,118
Castro Monroy, Jonathan
$18,707.82 Kunkler, Karen
8,750
Ray, Carrie
$14,003.61 Brink, Don
8,174
Ford, Brook
$13,399.56 DuPriest, Kathy
5,917
Bilgen, Lisa
$11,813.46 Buschman, Roxana
5,618
Camarata, Tim
$10,583.52 Villanueva, Maria
5,218
Thurston, Derek
4,339
Taylor, Mary
$8,884.50 Castro Monroy, Jonathan $7,569.69 Camarata, Tim
Bryant, Margaret
$7,542.08 Vasquez, Guadalupe
3,539
Bringhurst, Angela
$5,880.96 Fowler, Deana
3,210
Campbell, Branden
$5,624.76 Wolden, Julie
3,074
Granja Flores, Hugo
$5,499.06 Granja Flores, Hugo
2,463
Fogelquist, Jeffrey
$5,488.80 Peterson, Kimberly
2,226
3,616
Year to Date Numbers (as of Week 31)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
54.9%
Bilgen, Lisa
61.8%
Attebery, Shane
44.4%
Ray, Carrie
43.0%
Thurston, Doug
38.6%
Timothy, Nikki
35.7%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$907,861.48
Isaacson, Stephanie
121,565
Bryant, Margaret
$321,648.00
Kunkler, Karen
96,323
Bilgen, Lisa
$224,410.71
Losada Monroy, Raquel
78,900
Pines, Zara
$80,421.33
Brink, Don
50,437
Campbell, Branden
$79,871.16
DuPriest, Kathy
43,801
Ray, Carrie
$64,095.34
Leach, Susan
31,753
Bringhurst, Angela
$59,468.07
Buschman, Roxana
30,437
Taylor, Mary
$59,249.81
Wollen, Gordon
26,637
Boutwell, Gladys
$56,800.08
Wolden, Julie
25,769
Morgester, Christine
24,090
Gifford, Troy
$55,432.18
Shipman, Jeff
$49,066.00
Ford, Brook
23,937
Thurston, Derek
$45,658.50
Gifford, Troy
23,521
Gurney, Brenda
$45,334.11
Peterson, Kimberly
22,156
Ballweber, Theresa
$33,598.33
Fleener, Lois
17,774
Durre, Mike
$27,791.76
Taylor, Todd
16,514
Year to Date Numbers (as of Week 31) Top 5 Coordinators Ballweber, Theresa
WK 31 Net Sales Credits 5,117
Talburt, Marci
4,937
Gross, Lynsay
767
Young, Cheryl
385
Gurney, Brenda
306
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 18,914
Talburt, Marci
8,103
Gurney, Brenda
4,186
Gross, Lynsay
2,985
Taylor, Stacie
1,122
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
157,621
Bryant, Margaret
52,878
Talburt, Marci
48,523
Gross, Lynsay
13,056
Taylor, Stacie
9,510
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
13
13.6%
2020 Cases 2020 Goal:
435 2020 Actual:
87
20% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$480,298
18.9% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$3,802,773
33.6%
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