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Dec 1, 2020 Newsletter

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Oregon Idaho SW WA Pioneers Dec. 1, 2020


New Cases Opened This Week: Don Brink Branden Campbell (2 cases) Lois Fleener Taylor Howard


There’s a Lot To Smile About! Dental Initiative Results So Far... Week 48 Dental Sales: $11,764.32 Total For The Dental Initiative: $355,609.32 Week 48 Groups Adding Dental Policies: 13 Total for the Dental Initiative: 250


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 48)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$237,774.39

Maxwell, Denise

$21,068.28

Alley, Mike

Top 15 Openers

$11,432.16

Week 48 Sales

Canals, Gabriel

$134,503.32

Ray, Carrie

$11,251.44

Fleener, Lois

$8,825.34

Top 15 Benefit Counselors

WK 48 Net Sales Credits

Campbell, Branden

$131,018.10 Campbell, Branden

22,623

Brink, Don

$56,370.39 Isaacson, Stephanie

13,015

Robison, Mark

$25,899.12 Robison, Mark

9,398

Ray, Carrie

$10,052.64 Camarata, Timothy

6,474

Fleener, Lois

$8,825.34 Miller, Tricia

4,875

Bringhurst, Angie

$7,913.46 Fleener, Lois

4,830

Ballweber, Theresa

$7,197.78 Losada Monroy, Raquel

3,572

Howard, Taylor

$6,752.40 Buschman, Roxana

3,542

Gray, Jeff

$4,489.08 Wolden, Julie

3,017

Armstrong, Ashley

$2,486.11 Wollen, Gordon

2,519

Day, Terra

$2,193.12 Kunkler, Karen

2,365

$2,083.76 Day, Terra

1,760

Lane, Michael

$1,114.01 Gray, Jeff

1,571

Taylor, Todd

$863.64 Lane, Michael

1,260

Gifford, Troy

$855.10 Morgester, Christine

1,210

Bryant, Margaret


Quarter to Date Numbers (as of Week 48)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Attebery, Shane

74.8%

Daniels, Joel

134.0%

Bringhurst, Steve

58.0%

Bringhurst, Angie

113.5%

Thurston, Doug

38.0%

Jones, Amanda

65.9%

Top 15 Openers Brink, Don Campbell, Branden

QTD - 2020 Sales

Top 15 Benefit Counselors

$351,479.41 Isaacson, Stephanie $296,394.48 Kunkler, Karen

QTD Total Net Sales Credit 44,947 33,796

Bringhurst, Angie

$84,974.94 Campbell, Branden

28,857

Bryant, Margaret

$56,379.41 Losada Monroy, Raquel

25,812

Daniels, Joel

$54,815.28 Brink, Don

20,737

Ray, Carrie

$49,361.28 Camarata, Timothy

18,547

Robison, Mark

$35,984.40 Wolden, Julie

17,540

Ballweber, Theresa

$33,382.71 Daniels, Joel $26,009.97 Robison, Mark

17,017

Canals, Gabriel

15,925

15,608

Taylor, Todd

$20,726.27 Buschman, Roxana $19,071.78 Miller, Tricia

Pines, Zara

$17,772.87 DuPriest, Kathy

12,564

Pratt, Jared

$16,234.14 Fleener, Lois

10,930

Shipman, Jeff

$15,873.93 Peterson, Kimberly

10,085

Gray, Jeff

$15,159.12 Gifford, Troy

10,055

Taylor, Mary

15,353


Year to Date Numbers (as of Week 48)

YTD Top DGA’s by % of Plan Attebery, Shane

YTD Top ADM’s by % of Plan

145.6% Daniels, Joel

157.1%

Alley, Mike

69.5% Bilgen, Lisa

70.5%

Thurston, Doug

66.0% Castro Monroy, Jonathan

67.9%

Top 15 Openers Brink, Don

YTD - 2020 Sales $1,413,439.35

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Isaacson, Stephanie

192,599

Campbell, Branden

$565,939.68

Kunkler, Karen

164,620

Bryant, Margaret

$424,981.86

Losada Monroy, Raquel

122,609

Bilgen, Lisa

$255,629.70

Brink, Don

83,293

Bringhurst, Angela

$151,961.16

DuPriest, Kathy

61,878

Ray, Carrie

$114,801.64

Buschman, Roxana

57,071

Pines, Zara

$113,809.92

Wolden, Julie

52,974

Taylor, Mary

$106,813.71

Campbell, Branden

49,142

Thurston, Derek

$95,330.49

Morgester, Christine

46,581

Daniels, Joel

$87,135.25

Miller, Tricia

40,249

Shipman, Jeff

$82,889.82

Gifford, Troy

37,989

Gifford, Troy

$78,396.79

Camarata, Timothy

37,217

Ballweber, Theresa

$76,551.91

Ford, Brook

36,498

Canals, Gabriel

$74,169.51

Wollen, Gordon

36,197

Gurney, Brenda

$60,326.79

Fleener, Lois

35,194


Year to Date Numbers (as of Week 48) Top 5 Coordinators Ballweber, Theresa

WK 48 Net Sales Credits 25,105

Talburt, Marci

1,535

Gross, Lynsay

1,388

Howard, Taylor

675

Gray, Jeff

449

Top 5 Coordinators Ballweber, Theresa

QTD Total Net Sales Credit 101,269

Talburt, Marci

10,464

Gross, Lynsay

6,713

Ward, Sue

5,712

Bryant, Margaret

4,644

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 314,421

Talburt, Marci

74,453

Bryant, Margaret

61,074

Gross, Lynsay

24,772

Taylor, Stacie

13,687


4th Qtr Cases 2020 Goal:

175 2020 Actual:

25

14.2%

2020 Cases 2020 Goal:

435 2020 Actual:

134.5

30.9% 4th Qtr Premium 2020 Goal:

$4,638,994 2020 Actual:

$1,520,950

32.7% 2020 Premium 2020 Goal

$11,316,000 2020 Actual:

$6,377,545

56.3%


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

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


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