Page 1

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

Profile for Eric Weiland

December 4, 2019 Newsletter  

December 4, 2019 Newsletter  

Advertisement