December 14, 2022 Newsletter

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FOURTH QUARTER BUSINESS PROCESSING DEADLINES/CONTRACTING DEADLINES

MAKE SURE YOUR BUSINESS IS SUBMITTED ON TIME

FOURTH QUARTER PROCESSING DEADLINES

• Clean census enrollment files – received by 6:00 PM Wednesday, December 21, 2022.

• Clean electronic business – received by 10:00 PM EST Friday December 30, 2022.

• New business – will continue to be processed until Friday, December 30, at 7:00 p.m. EST.

• Clean manual business received by Wednesday, December 28, at 6:00 p.m. EST.

Important note: As we have done 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 12/31/2022, on the last business day of the quarter 12/30/2022, starting at 3 p.m. EST.

Be aware, if you have business that should NOT be submitted, your VPS needs to inform the home office before 12/29/2022, at 10 p.m. EST. Those requests need to be sent to HOBusiness.Submit@ColonialLifeSales.com.

FOURTH QUARTER NEW CONTRACT SUBMISSION Deadline is Wednesday, December 21, 2022
C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government E = Educator New Cases Opened This Week: Don Brink (2 cases) C Margaret Bryant (2 cases) C, C Branden Campbell (3 cases) C John Curry E Cagney Erickson W Jeff Fogelquist, M Brian McKellar

2023 PRESIDENT'S CLUB AND LEADERS CONFERENCE

GREECE, WELCOME ABOARD

2023 President's Club Four Seasons Astir Palace Hotel Athens, Greece

May 6-8, 2023

Qualify for the 2023 President’s Club and experience two nights of world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of ancient civilization in Athens’ historical city center.

Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more.

2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 8-14, 2023

Qualify for this trip and you’ll watch the Aegean Sea from your private balcony on the allsuite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss.

Make sure you have plans to qualify for the voyage of a lifetime!

Training

Date Home Office School April 5 Advanced Rep School April 19 ADM New Manager School

May 17 DGA New Manager School

July 12 Advanced Rep School

July 19 ADM New Manager School July26 ADM/DGA Partnership Aug 16 DGA New Manager School

Each school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and development, and following the fundamentals of our business. Field leaders and consultants will present and drive content for each school along with home office subject matter experts.

Schools will begin in second quarter, specific qualifications for each school must be met in order to attend. The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks.

For qualifications, visit Propr, or check out the video: https://player.vimeo.com/ video/689042130

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FieldDevelopmentisexcitedtohostfourfield
supportingschools in2022: • Advanced Rep School • ADM New Manager School • DGA New Manager School • Newly-revamped ADM/DGA Partnership

Brink, Don $134,814.58 Campbell, Branden $102,859.44 Bryant, Margaret $39,346.24

Fogelquist, Jeff $15,527.40 Taylor, Todd $12,234.21 Stubbs, Jason $6,688.08 Steele, Andrew $6,601.68 Palmer, Corey $5,202.60 Curry, John $4,311.72 Canals, Gabriel $3,390.33 Gifford, Troy $3,086.04 Losada Monroy, Raquel $2,675.07 Erickson, Cagney $2,653.08 McKellar, Brian $2,519.16 Ballweber, Theresa $2,363.40

15 Openers Week 49 Sales
Top
Week to Date Numbers (as of Week 49)
Top DGA’s
WTD TopADM’s
Top 15 Benefit Counselors WK 49 Net Sales Credits
WTD
Thurston, Doug $351,238.97 Marquess, Rick $23,062.20 Maxwell, Denise $16,686.48
Canals, Gabriel $116,474.04 Daniels, Joel $15,527.40 Taylor, Mary $14,361.12
Kinney, David 11,150 Isaacson, Stephanie 7,944 Losada Monroy, Raquel 6,602 Betz, Wes 6,009 Buschman, Roxana 5,393 Kunkler, Karen 4,531 Hayes, Shawn 4,216 Maccabee, Amber 4,056 Morrison, Robert 3,557 Canals, Gabriel 3,445 Peterson, Kimberly 3,036 Fogelquist, Jeff 2,717 Hadlock, Melissa 2,354 Runyan, Jill 2,280 Taylor, Todd 1,765 Names in blue denote agents within first 52 weeks.

QTD

Canals, Gabriel 78.4% Curry, John 70.4% Weiland, Abigail 48.3% Top

Top

Top DGA
s
% of Plan
QTD
by
TopADM’s by % of Plan
Thurston, Doug 110.7% Griffeth, Jeff 88.9% Marquess, Rick 82.5% 15 Openers QTD - 2022 Sales
15 Benefit Counselors QTD Total Net Sales Credit
Quarter to Date Numbers (as of Week 49)
Brink, Don $1,577,585.58 Bryant, Margaret $408,673.55 Campbell, Branden $374,425.23 Robison, Mark $77,222.46 Bringhurst, Angela $47,506.92 Gifford, Troy $42,281.72 Palmer, Corey $31,859.64 Ballweber, Theresa $29,734.53 Canals, Gabriel $28,962.18 Taylor, Todd $28,690.26 Erickson, Cagney $25,621.59 Goshien, David $23,910.84 Bilgen, Lisa $21,186.30 Runtz, Krista $20,812.00 Cornett, Eric $19,084.92
Isaacson, Stephanie 114,593 Kinney, David 55,337 Hadlock, Melissa 42,814 Losada Monroy, Raquel 41,970 Morgester, Christine 39,678 Robison, Mark 26,992 Kunkler, Karen 26,476 Maccabee, Amber 25,918 Miller, Tricia 25,063 Cottle, Craig 22,222 Peterson, Kimberly 21,883 Betz, Wes 18,332 Gifford, Troy 16,733 Morrison, Robert 16,438 Buschman, Roxana 15,623

Naugle, Ty 136.8%

Maxwell, Denise 120.0%

Thurston, Doug 113.2%

Curry, John 183.1%

Weiland, Abigail 137.1%

Canals, Gabriel 99.9%

Brink, Don $3,165,902.92

Campbell, Branden $892,446.24 Bryant, Margaret $811,786.55 Bilgen, Lisa $137,801.73 Gifford, Troy $130,001.62

Ballweber, Theresa $117,759.60

Erickson, Cagney $112,172.25

Bringhurst, Angela $110,683.01

Betz, Wes $107,495.99 Runtz, Krista $94,899.18 Steele, Andrew $82,626.66

Canals, Gabriel $80,670.89

Robison, Mark $80,466.00 Day, Terra $79,402.32 Taylor, Mary $77,495.98

Isaacson, Stephanie 245,976

Kinney, David 193,764 Losada Monroy, Raquel 177,446 Kunkler, Karen 127,473 Maccabee, Amber 103,812 Smith, Pamela 96,389 Hadlock, Ken 89,408 Miller, Tricia 68,883 Buschman, Roxana 67,991 Cottle, Craig 65,729 Gifford, Troy 62,052 Hadlock, Melissa 60,866

Morgester, Christine 57,228 Betz, Wes 46,628 Runtz, Krista 41,024

Year to Date Numbers (as of Week 49)
YTD Top DGA’s by % of Plan
YTD TopADM’s by % of Plan
Openers
Top 15
YTD - 2022 Sales
Counselors
Total Net Sales
Top 15 Benefit
YTD
Credit

Ballweber, Theresa 29,056

Bryant, Margaret 3,209

Talburt, Marci 2,498 Bonner, Lynn 1,658

Gifford, Troy 617

Ballweber, Theresa 255,380

Bryant, Margaret 17,518

Talburt, Marci 10,778 Gifford, Troy 7,374 Bonner, Lynn 4,573

Ballweber, Theresa 549,426

Talburt, Marci 92,924

Bryant, Margaret 57,271 Bonner, Lynn 26,784 Gifford, Troy 21,225

Year to Date Numbers (as of Week 49) Top 5 Coordinators WK 49 Net Sales Credits
Top 5 Coordinators QTD Total Net Sales Credit
Top 5 Coordinators YTD Total Net Sales Credit
2022 Cases 2022 Goal: 350 2022 Actual: 172.5 cases 49.2% 4th Qtr Premium 2022 Goal: $4,115,002 2022 Actual: $3,398,837 82.5% 2022 Premium 2022 Goal $9,950,000 2022 Actual: $9,503,748 95.5% 4th Qtr Cases 2022 Goal: 140 2022 Actual: 40 28.5%
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 Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@ColonialLife.com Tom Chambers Territory Sales Trainer 503-706-2099 (cell) TChambers@ColonialLife.com 5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550 THE CORE TEAM

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