Oregon Idaho SW WA Pioneers Dec. 15, 2020
Submission Deadlines for Q4 2020
Processing deadlines •
The last day to submit completed new producer and new manager contracts to count toward fourth quarter recruiting goals is Tuesday, December 22
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Clean census enrollment files – received by Wednesday, December 23, at 6 p.m. EST.
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Clean manual business – received by Monday, December 28, at 6 p.m. EST.
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New business – will continue to be processed until Thursday, December 31, at 7 p.m. EST.
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Clean electronic business – received by Thursday, December 31, at 10 p.m. EST.
Friday, December 18, 2020, join us for a one hour Call Clinic from 8 – 9 AM PST, and if you are wearing an ugly holiday sweater, you will earn 3 Launch Day Raffle tickets! More ways to win, check your email for details.
There’s a Lot To Smile About! Dental Initiative Results So Far... Week 50 Dental Sales: $17,591.28 Total For The Dental Initiative: $390,598.32 Week 50 Groups Adding Dental Policies: 16 Total for the Dental Initiative: 285
New Cases Opened This Week: Don Brink (2 cases)
Amber Maccabee
Margaret Bryant (2 cases)
Jared Pratt
Tim Camarata
Doug Thurston (2 cases)
Joyce Carlson
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the 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 the 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.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite 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. Your Legend Awaits!
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 50)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$239,006.36
Canals, Gabriel
$22,318.68
Kezele, Will
$38,703.12
Fleener, Lois
$22,164.12
Maxwell, Denise
$31,982.52
Gifford, Troy
$14,034.32
Top 15 Openers
Week 50 Sales
Top 15 Benefit Counselors
WK 50 Net Sales Credits
Brink, Don
$88,707.75 Wolden, Julie
9,513
Bryant, Margaret
$41,834.73 Losada Monroy, Raquel
6,572
Wolden, Julie
$34,899.72 Pratt, Jared
6,288
Pratt, Jared
$17,966.73 Griffeth, Jeff
5,541
Gifford, Troy
$12,634.37 Brink, Don
5,011
Campbell, Branden
$12,422.52 Kunkler, Karen
4,814
Griffeth, Jeff
$10,961.02 Miller, Tricia
4,627
Daniels, Joel
$5,072.40 Gifford, Troy
4,422
Shipman, Jeff
$4,993.28 Wollen, Gordon
4,362
Robison, Mark
$4,829.28 Morgester, Christine
4,114
Carlson, Joyce
$4,288.95 Isaacson, Stephanie
3,756
Thurston, Derek
$4,142.61 Sanzobrin, Michele
3,737
Wollen, Gordon
$4,013.07 Buschman, Roxana
3,567
Bringhurst, Angie
$3,599.28 Griffeth, Tyson
3,369
McPherson, Stan
$3,347.70 Camarata, Timothy
2,822
Quarter to Date Numbers (as of Week 50)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
85.4%
Daniels, Joel
153.3%
Thurston, Doug
74.3%
Bringhurst, Angie
127.4%
Kezele, Will
65.1%
Shipman, Jeff
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$1,001,003.46 Isaacson, Stephanie
87.7%
QTD Total Net Sales Credit 65,333
Campbell, Branden
$349,577.76 Kunkler, Karen
47,147
Bryant, Margaret
$142,907.79 Wolden, Julie
45,782
Bringhurst, Angie
$94,913.82 Losada Monroy, Raquel
37,733
Shipman, Jeff
$89,024.82 Brink, Don
36,269
Daniels, Joel
$61,215.36 Miller, Tricia
31,211
Ray, Carrie
$51,396.60 Campbell, Branden
28,796
Robison, Mark
$41,291.64 Buschman, Roxana
22,501
Ballweber, Theresa
$39,146.45 Bryant, Margaret
22,496
Griffeth, Jeff
$35,762.62 Camarata, Timothy
21,238
Gifford, Troy
$35,282.80 Maccabee, Amber
21,033
Wolden, Julie
$34,899.72 Daniels, Joel
19,022
Pratt, Jared
$34,869.72 Morgester, Christine
18,481
Canals, Gabriel
$28,895.01 Robison, Mark
18,445
Bilgen, Lisa
$23,717.70 Gifford, Troy
18,022
Year to Date Numbers (as of Week 50)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
152.0% Daniels, Joel
168.8%
Thurston, Doug
81.9% Bilgen, Lisa
73.2%
Alley, Mike
78.5% Castro Monroy, Jonathan
67.9%
Top 15 Openers Brink, Don
YTD - 2020 Sales $2,049,309.36
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
212,985
Campbell, Branden
$619,122.96
Kunkler, Karen
177,971
Bryant, Margaret
$505,819.27
Losada Monroy, Raquel
134,530
Bilgen, Lisa
$265,194.96
Brink, Don
98,825
Bringhurst, Angela
$161,900.04
Wolden, Julie
81,216
Shipman, Jeff
$156,040.71
DuPriest, Kathy
64,647
Ray, Carrie
$116,836.96
Buschman, Roxana
63,965
Pines, Zara
$115,097.10
Morgester, Christine
56,648
Miller, Tricia
56,106
Taylor, Mary
$108,605.50
Thurston, Derek
$99,548.58
Campbell, Branden
49,081
Gifford, Troy
$98,795.46
Gifford, Troy
45,956
Daniels, Joel
$93,535.33
Wollen, Gordon
45,514
Ballweber, Theresa
$82,227.90
Camarata, Timothy
39,907
Canals, Gabriel
$77,054.55
Bryant, Margaret
39,165
Griffeth, Jeff
$63,016.32
Fleener, Lois
36,172
Year to Date Numbers (as of Week 50) Top 5 Coordinators Ballweber, Theresa
WK 50 Net Sales Credits 20,073
Bryant, Margaret
3,951
Gifford, Troy
3,809
Gross, Lynsay
2,705
Talburt, Marci
1,386
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 189,094
Talburt, Marci
13,613
Bryant, Margaret
12,192
Gross, Lynsay
10,351
Gifford, Troy
8,909
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 402,246
Talburt, Marci
77,603
Bryant, Margaret
68,622
Gross, Lynsay
28,410
Gifford, Troy
19,143
4th Qtr Cases 2020 Goal:
175 2020 Actual:
40
22.8%
2020 Cases 2020 Goal:
435 2020 Actual:
149.5
34.3% 4th Qtr Premium 2020 Goal:
$4,638,994 2020 Actual:
$2,675,855
57.6% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$7,532,449
66.5%
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 Sales Trainer 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@coloniallife.com
Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550