Oregon Idaho Pioneers Dec 17, 2019 October 6, 2016
Hello Oregon/Idaho Pioneers, Thank you to everyone who has sent their RSVP. If you haven’t sent yours yet, 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.
Congratulations to the newest class of Oregon/Idaho Openers!!! Territory Instructor Kane Maidment, Valda Luciano, Wade Wilson, Zach Swango, Alyssa Bowley, Noah Thulen, Territory Implementation Specialist Michelle Dittmer, and Kathy Gardner. Welcome to the Colonial Family!
New Cases Opened This Week: Lisa Bilgen (2 cases)
Kevin Cornett
Alyssa Bowley
Jared Pratt (2 cases)
Don Brink (2 cases)
Kelley Rasmussen
Margaret Bryant
Carrie Ray
Eric Cornett
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)
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
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!
Week to Date Numbers (as of Week 50)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$491,788.77
Rasmussen, Kelley
Alley, Mike
$428,662.92
Shipman, Jeff
$85,780.43
Canals, Gabriel
$66,709.77
Maxwell, Denise
Top 15 Openers
$39,606.48
Week 50 Sales
Top 15 Benefit Counselors
$293,563.66
WK 50 Net Sales Credits
Brink, Don
$363,216.37 Wolden, Julie
15,672
Rasmussen, Kelley
$289,987.51 Rasmussen, Kelley
12,740
Shipman, Jeff
$85,013.18 Leach, Susan
12,370
Campbell, Branden
$60,462.33 Isaacson, Stephanie
11,058
Pines, Zara
$23,564.18 Myers, Jan
10,975
Ray, Carrie
$14,358.24 Marti, Alex
10,344
Bryant, Margaret
$13,929.47 Kartub, Doug $13,012.14 Peterson, Kimberly
10,153
$12,230.31 Fleener, Lois $7,577.52 Campbell, Branden
8,788
Pratt, Jared Rathmanner, Casey Ford-Pritchett, Brook
9,243 8,055
Bilgen, Lisa
$6,243.75 Kunkler, Karen
6,178
Gray, Jeff
$5,698.14 Ashbeck, Sheila $5,196.48 Losada Monroy, Raquel
4,768
$4,040.85 Shklayvel, Natasha $3,953.70 Pratt, Jared
4,462
Gardner, Brad Burgoyne, Malissa Brisbee, Lori
4,550 4,145
Quarter to Date Numbers (as of Week 50)
QTD Top DGA’s by % of Plan Alley, Mike
112.7%
QTD Top ADM’s by % of Plan Rasmussen, Kelley
178.8%
Cornett, Eric
64.8%
Shipman, Jeff
121.5%
Thurston, Doug
57.8%
Rathmanner, Casey
107.1%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$719,335.64 Isaacson, Stephanie
77,881
Rasmussen, Kelley
$367,850.57 Losada Monroy, Raquel
56,251
Campbell, Branden
$234,691.92 Wolden, Julie
47,733
Bryant, Margaret
$182,536.75 DuPriest, Kathy
36,611
Ray, Carrie
$107,097.99 Kunkler, Karen
35,635
Shipman, Jeff
$102,196.33 Rasmussen, Kelley
28,887
Bilgen, Lisa
$99,092.96 Leach, Susan
27,454
Rathmanner, Casey
$77,386.65 Shklayvel, Natasha $72,039.33 Kartub, Doug
26,954
21,185
Robison, Mark
$59,602.83 Wollen, Gordon $50,466.24 Morgester, Christine
Canals, Gabriel
$42,111.64 Peterson, Kimberly
19,376
Durre, Mike
$39,264.72 Buschman, Roxana
19,118
Ford-Pritchett, Brook
$39,068.04 Gifford, Troy
18,475
Parsons, Brad
$35,686.80 Campbell, Branden
17,810
Pines, Zara
Day, Terra
25,119 20,896
Year to Date Numbers (as of Week 50)
YTD Top DGA’s by % of Plan Alley, Mike
YTD Top ADM’s by % of Plan
106.2% Rasmussen, Kelley
131.5%
Thurston, Doug
83.3% Canals, Gabriel
123.6%
Cornett, Kevin
70.6% Rathmanner, Casey
108.8%
Top 15 Openers Brink, Don
YTD - 2019 Sales $1,572,474.26
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
250,529
Campbell, Branden
$743,391.06
Losada Monroy, Raquel
151,145
Bryant, Margaret
$511,105.68
Wolden, Julie
116,959
Rasmussen, Kelley
$492,589.53
Kunkler, Karen
105,603
Ray, Carrie
$240,961.55
Leach, Susan
85,717
Pines, Zara
$238,525.42
Buschman, Roxana
70,047
Bringhurst, Angela
$208,095.78
Morgester, Christine
67,916
Shipman, Jeff
$206,394.84
DuPriest, Kathy
62,252
Day, Terra
$200,226.60
Rasmussen, Kelley
61,987
Rathmanner, Casey
$190,160.17
Gifford, Troy
56,725
Bilgen, Lisa
$169,705.82
Brink, Don
54,931
Weiland, Abigail
$132,337.17
Shklayvel, Natasha
53,378
Gifford, Troy
$124,674.70
Campbell, Branden
51,331
Griffeth, Jeff
$121,989.66
Pratt, Jared
47,597
Pratt, Jared
$113,686.54
Weiland, Abigail
44,884
Year to Date Numbers (as of Week 50)
Top 5 Coordinators Ballweber, Theresa
WK 50 Net Sales Credits 85,628
Gross, Lynsay
4,458
Talburt, Marci
2,586
Bryant, Margaret
1,440
Gifford, Troy
Top 5 Coordinators Ballweber, Theresa
670
QTD Total Net Sales Credit 193,362.6
Talburt, Marci
43,397.9
Bryant, Margaret
17,564.1
Gross, Lynsay
11,356.5
Gifford, Troy
Top 5 Coordinators
6,523.0
YTD Total Net Sales Credit
Ballweber, Theresa
489,215
Talburt, Marci
124,131
Gross, Lynsay
46,245
Bryant, Margaret
44,784
Gifford, Troy
26,628
4th Qtr Cases 2019 Goal:
175 2019 Actual:
70
40.0%
2019 Cases 2019 Goal:
376 2019 Actual:
267
71.0%
4th Qtr Premium 2019 Goal:
$5,364,003 2019 Actual:
$3,089,641
57.5% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$9,175,006
79.1%
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
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