Oregon Idaho Pioneers Dec 4, 2019 October 6, 2016
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: Alyssa Bowley
Abigail Weiland
Margaret Bryant
Gordon Wollen (2 cases)
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)
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 48)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug Alley, Mike Maxwell, Denise
Top 15 Openers
$126,723.95 $35,263.24 $5,329.92
Week 48 Sales
Rathmanner, Casey
$13,967.44
Canals, Gabriel
$10,759.34
McPherson, Stan
Top 15 Benefit Counselors
$8,353.20
WK 48 Net Sales Credits
Bryant, Margaret
$45,951.77 Wolden, Julie
7,025
Brink, Don
$44,613.60 Kunkler, Karen
6,578
Wollen, Gordon
$9,348.00 Bryant, Margaret
5,390
Day, Terra
$7,048.11 Brink, Don
4,846
Rathmanner, Casey
$6,313.50 Wollen, Gordon
3,882
Ballweber, Theresa
$5,484.03 Miller, Tricia
3,003
McPherson, Stan
$4,176.60 DuPriest, Kathy $4,176.60 Buschman, Roxana
2,428 2,333
Bringhurst, Angela
$3,566.52 Kartub, Doug $3,041.76 Losada Monroy, Raquel
Weiland, Abigail
$3,001.21 McPherson, Stan
1,462
Kartub, Doug
$2,462.64 Schacher, Stephen $2,107.68 Gifford, Troy
1,462
$2,030.81 Thurston, Derek $1,747.98 Cooper, Linda
1,154
Schacher, Stephen Bilgen, Lisa
Wilson, Wade Shipman, Jeff Gifford, Troy
2,377 1,862
1,200 1,095
Quarter to Date Numbers (as of Week 48)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Cornett, Eric
59.1%
Rathmanner, Casey
76.0%
Alley, Mike
49.9%
Canals, Gabriel
56.4%
Thurston, Doug
34.4%
Parsons, Kate
49.8%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$320,473.63 Isaacson, Stephanie
62,875
Bryant, Margaret
$138,431.15 Losada Monroy, Raquel
45,175
Campbell, Branden
$131,985.00 DuPriest, Kathy
29,743
Ray, Carrie
$80,872.14 Kunkler, Karen
27,848
Rasmussen, Kelley
$76,206.10 Wolden, Julie
27,704
Day, Terra
$60,406.71 Shklayvel, Natasha
18,060
Bilgen, Lisa
$60,077.00 Morgester, Christine
17,851
Rathmanner, Casey
$53,868.99 Wollen, Gordon $50,466.24 Gifford, Troy
15,831
14,124
Parsons, Brad
$36,471.96 Leach, Susan $34,179.36 Rasmussen, Kelley
Boutwell, Gladys
$31,829.22 Kartub, Doug
12,171
Ford, Brook
$31,422.24 Buschman, Roxana
11,889
Pines, Zara
$26,391.09 Durre, Mike
10,312
Canals, Gabriel
$23,186.18 Peterson, Kimberly
Robison, Mark
Durre, Mike
15,440 13,483
9,921
Year to Date Numbers (as of Week 48)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
79.2% Canals, Gabriel
Thurston, Doug
71.9% Rathmanner, Casey
98.5%
Cornett, Kevin
67.4% Rasmussen, Kelley
64.1%
Top 15 Openers Brink, Don
YTD - 2019 Sales $1,174,212.10
Top 15 Benefit Counselors
111.3%
YTD Total Net Sales Credit
Isaacson, Stephanie
235,523 140,069
Campbell, Branden
$640,953.69
Losada Monroy, Raquel
Bryant, Margaret
$469,523.69
Kunkler, Karen
97,817
Ray, Carrie
$214,735.70
Wolden, Julie
96,930
Bringhurst, Angela
$202,461.66
Leach, Susan
72,387
Day, Terra
$201,030.48
Morgester, Christine
64,871
Rasmussen, Kelley
$200,945.06
Buschman, Roxana
62,818
Pines, Zara
$194,792.12
DuPriest, Kathy
55,384
Rathmanner, Casey
$167,001.16
Gifford, Troy
53,691
Weiland, Abigail
$132,447.95
Brink, Don
47,100
Bilgen, Lisa
$130,793.81
Rasmussen, Kelley
46,583
Shipman, Jeff
$120,319.54
Weiland, Abigail
44,941
Gifford, Troy
$114,546.96
Shklayvel, Natasha
44,484
Griffeth, Jeff
$112,122.77
Pratt, Jared
43,015
Pratt, Jared
$100,674.40
Liddell, Billy
40,434
Year to Date Numbers (as of Week 48)
Top 5 Coordinators Ballweber, Theresa
WK 48 Net Sales Credits 10,128
Bryant, Margaret
4,560
Talburt, Marci
2,897
Gifford, Troy
395
Bringhurst, Angela
335
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
92,091
Talburt, Marci
33,127
Bryant, Margaret
13,432
Gross, Lynsay
6,482
Gifford, Troy
4,555
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
387,944
Talburt, Marci
113,859
Gross, Lynsay
41,371
Bryant, Margaret
40,652
Gifford, Troy
24,660
4th Qtr Cases 2019 Goal:
175 2019 Actual:
55
31.4%
2019 Cases 2019 Goal:
376 2019 Actual:
252
67.0%
4th Qtr Premium 2019 Goal:
$5,364,003 2019 Actual:
$1,770,720
33.0% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$7,856,084
67.7%
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