Dec 11, 2019 Newsletter

Oregon Idaho Pioneers Dec 11, 2019 October 6, 2016

Hello Oregon/Idaho Pioneers, Launch Day invitations were emailed to the Territory last week, one for OREGON and one for IDAHO. Please use this link to RSVP, no later than December 31, 2019. If you have any questions, please let me know. We look forward to seeing you next month!

FOURTH QUARTER/YEAR-END BUSINESS SUBMISSION DEADLINES •

• • • •

New producer and manager contracts – Received by Friday, December 20 The last day to submit completed new producer and new manager contracts to count toward fourth quarter recruiting goals is December 20, 2019. Questions? Email Contracts@ColonialLife.com Clean manual business – Received by Thursday, December 26 Clean census enrollment files – Received by Friday, December 27, at 6 p.m. EST Clean electronic business – Received by Tuesday, December 31, at 10 p.m. EST New business – will continue to be processed until Tuesday, December 31, at 7 p.m. EST

As we do at the end of every quarter, the home office will automatically submit outstanding Harmony business for completed enrollments with coverage effective dates up to and including December 31, 2019, on the last business day of the quarter, Tuesday, December 31, as follows: • Mountain Time Zone: Starting at 7 p.m. EST • Pacific Time Zone: Starting at 8 p.m. EST Be aware, if you have business that should NOT be submitted, your VPS needs to inform the home office before Monday, December 30, at 10 p.m. EST. Those requests need to be sent to HOBusiness.Submit@ColonialLifeSales.com.

New Cases Opened This Week: Kate Beck Lisa Bilgen Lori Brisbee Branden Campbell Ada Carley Gordon Wollen

Attention Enrollers!

Dental Contest, September 30th—December 31st Write 6 or more Dental Apps in a new or existing account = receive a $150 bonus!

Must be 50 lives or less to be eligible No limit to the number of bonuses you can earn.

If an enroller writes $3500 of dental in 10 separate groups, they will earn $1500 in bonus!!! The bonus is in addition to the standard comp payout.

Dental is a terrific complement to traditional worksite products because: •Dental •Dental •Dental •Dental •Dental •Dental

is the #2 most-requested product, drives 50% higher enrollment attendance on average. yields 2:1 premium return on other products. is guaranteed renewable and fully portable. is a great fit for a competitive job market is a great fit for early retirees (eligibility to age 74 in most states)

"At Christmas, all roads lead home."

– Marjorie Holmes

President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations.

Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property.

Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise.

“Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!

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 49)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$185,445.87

Canals, Gabriel

$68,662.49

Alley, Mike

$83,478.24

Bilgen, Lisa

$40,405.83

Marquess, Rick

$13,951.32

Rathmanner, Casey

$35,313.21

Top 15 Openers

Week 49 Sales

Top 15 Benefit Counselors

WK 49 Net Sales Credits

Campbell, Branden

$41,975.04 Losada Monroy, Raquel

6,526

Brink, Don

$35,045.79 Burgoyne, Malissa

4,835

Bilgen, Lisa

$32,668.26 Watts, Derek

4,805

Bryant, Margaret

$27,652.52 Bryant, Margaret

4,730

Pines, Zara

$20,169.12 Campbell, Branden

4,538

Canals, Gabriel

$15,300.29 Shklayvel, Natasha

4,431

Ray, Carrie

$11,867.61 Wolden, Julie $10,928.70 Peterson, Kimberly

4,357 4,137

Beck, Kate

$7,177.77 Brink, Don $7,075.92 Buschman, Roxana

Gray, Jeff

$6,889.32 Isaacson, Stephanie

3,948

Taylor, Todd

$6,636.03 DuPriest, Kathy $6,422.32 Liddell, Billy

3,710

$6,289.40 Camarata, Timothy $5,177.64 Kartub, Doug

2,840

Rathmanner, Casey Kartub, Doug

Gifford, Troy Griffeth, Jeff Bringhurst, Angela

4,325 4,073

3,260 2,795

Quarter to Date Numbers (as of Week 49)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Cornett, Eric

62.3%

Rathmanner, Casey

91.1%

Alley, Mike

60.1%

Bilgen, Lisa

74.1%

Thurston, Doug

40.8%

Canals, Gabriel

69.7%

Top 15 Openers

QTD - 2019 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Brink, Don

$355,519.42 Isaacson, Stephanie

66,823

Campbell, Branden

$173,960.04 Losada Monroy, Raquel

51,701

Bryant, Margaret

$168,023.17 DuPriest, Kathy

33,453

Bilgen, Lisa

$92,791.46 Wolden, Julie

32,061

Ray, Carrie

$92,739.75 Kunkler, Karen

29,457

Rasmussen, Kelley

$77,863.06 Shklayvel, Natasha

22,492

Rathmanner, Casey

$64,822.89 Morgester, Christine

20,244

Day, Terra

$59,282.07 Wollen, Gordon $50,466.24 Rasmussen, Kelley

17,348

15,961

Canals, Gabriel

$46,560.21 Buschman, Roxana $38,486.47 Gifford, Troy

Durre, Mike

$37,969.80 Leach, Susan

15,084

Parsons, Brad

$35,351.40 Kartub, Doug

14,966

Boutwell, Gladys

$31,829.22 Burgoyne, Malissa

13,016

Ford, Brook

$31,795.44 Bryant, Margaret

12,288

Robison, Mark

Pines, Zara

16,146 15,487

Year to Date Numbers (as of Week 49)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

83.6% Canals, Gabriel

117.5%

Thurston, Doug

75.0% Rathmanner, Casey

103.5%

Cornett, Kevin

68.4% Bilgen, Lisa

Top 15 Openers Brink, Don

YTD - 2019 Sales $1,209,257.89

Top 15 Benefit Counselors

71.9%

YTD Total Net Sales Credit

Isaacson, Stephanie

239,471

Campbell, Branden

$682,928.73

Losada Monroy, Raquel

146,594

Bryant, Margaret

$497,176.21

Wolden, Julie

101,287

Ray, Carrie

$226,603.31

Kunkler, Karen

99,425

Pines, Zara

$214,961.24

Leach, Susan

73,347

Bringhurst, Angela

$207,639.30

Morgester, Christine

67,264

Rasmussen, Kelley

$202,602.02

Buschman, Roxana

66,890

Day, Terra

$199,905.84

DuPriest, Kathy

59,094

Rathmanner, Casey

$177,929.86

Gifford, Troy

53,737

Bilgen, Lisa

$163,462.07

Brink, Don

51,236

Weiland, Abigail

$131,478.47

Rasmussen, Kelley

49,247

Shipman, Jeff

$121,381.66

Shklayvel, Natasha

48,916

Gifford, Troy

$120,969.28

Weiland, Abigail

44,602

Griffeth, Jeff

$118,412.17

Liddell, Billy

43,693

Pratt, Jared

$100,674.40

Pratt, Jared

43,452

Year to Date Numbers (as of Week 49)

Top 5 Coordinators Ballweber, Theresa

WK 49 Net Sales Credits 15,643

Talburt, Marci

7,686

Bryant, Margaret

2,692

Gifford, Troy

1,299

Taylor, Stacie

Top 5 Coordinators Ballweber, Theresa

867

QTD Total Net Sales Credit 107,734

Talburt, Marci

40,812

Bryant, Margaret

16,124

Gross, Lynsay

6,898

Gifford, Troy

5,853

Top 5 Coordinators

YTD Total Net Sales Credit

Ballweber, Theresa

403,587

Talburt, Marci

121,545

Bryant, Margaret

43,344

Gross, Lynsay

41,787

Gifford, Troy

25,959

4th Qtr Cases 2019 Goal:

175 2019 Actual:

61

34.8%

2019 Cases 2019 Goal:

376 2019 Actual:

258

68.6%

4th Qtr Premium 2019 Goal:

$5,364,003 2019 Actual:

$2,097,720

39.1% 2019 Premium 2019 Goal

$11,589,000 2019 Actual:

$8,183,085

70.6%

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

Shannon Macinnes-Lund Recruiting Consultant 385.271.6444 (cell) SMacinnesLund@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550