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