Oregon Idaho Pioneers October 6, 2016
December 20, 2016
Fourth Quarter Business Submission Deadlines Mark These Dates on Your Calendar
New contract submission - Friday, Dec. 16 The last day to submit completed new producer and new manager contracts to count toward fourth quarter recruiting goals is Friday, Dec. 16. For the contract to be considered complete, the new producer or manager must have taken the market conduct test, have a license and background issues need to be explained, if applicable. We’ll process contracts received after Friday, Dec. 16 in the order received, but this doesn’t guarantee processing for fourth quarter. Clean manual business - received by Tuesday, Dec. 27. Clean census enrollment files - received by Wednesday, Dec. 28 at 6 p.m. ET. Clean electronic business - received by Friday, Dec. 30 at 6 p.m. ET. New business - will continue to be processed until Friday, Dec. 30 at 7 p.m. ET.
Be aware different jurisdictions have varying turnaround times for background checks. For an easier, faster and paperless contracting system, visit the Online Contracting page on Propr. Review contracts submitted online 24/7 on your online dashboard. If you have questions, email Contracts@ColonialLife.com Make sure you follow insurance laws You can’t sell, solicit or negotiate insurance on behalf of Colonial Life/Paul Revere (and can’t be paid commissions) unless you’re properly licensed and appointed, where applicable, in the resident or non-resident state. Learn more about licensing requirements on Propr.
(Validated Case Count)
CARLTON FARMS - Don Brink OCEAN MANAGEMENT - Don Brink PATHFINDERS OF OREGON - Don Brink PENINSULA BEHAVIORAL HEALTH - Don Brink SAZAN GROUP - Don Brink HYGEIA LLC DBA AFC URGENT CARE - Margaret Bryant CENTRAL OREGON DERMATOLOGY - Eric Cornett SUN FOREST CONSTRUCTION - Michael Durre HOMETOWN MOTORS - Brook Ford VOICES AGAINST VIOLENCE - Troy Gifford PUMP DOCTORS LLC - Michael Johnson PRO POWER CLEAN - Eric Jones ECHO VISION INC - Riley Winn
HOLIDAY IMPACTS TO COMPENSATION The home office will be closed Friday, Dec. 23 and Monday, Dec. 26 in observance of the Christmas holiday.
Sales reporting and Producer Scorecards for week-ending Saturday, Dec. 24, will be delivered as normal on Wednesday, Dec. 28, and will reflect a four-day processing week. Sales reporting and Producer Scorecards for week-ending Saturday, Dec. 31, will be delivered as normal on Wednesday, Jan. 4, 2017, and will reflect a four-day processing week. Please be aware that delays in year-end processing could affect these delivery dates. Direct deposits will be Thursday, Dec. 29. Checks will be mailed Friday, Dec. 30
Welcome New Oregon/Idaho Agents! Tawni Greensky Trevin Webb
ON BOARDING SERVICES DECEMBER HOURS OF OPERATION To better assist you as we close out the year, each Friday in December effective immediately, On boarding Services will be available from 8 a.m. to 5 p.m. ET. In addition, from Dec. 19 through Dec. 30, On boarding Services will be available from 8 a.m. to 5 p.m. ET.
2017 President’s Club and Leadership Conference
2017 President's Club Penha Longa Resort Lisbon, Portugal May 4-6, 2017 Qualify for this trip and spend two nights at the Penha Longa Resort to see all that Lisbon, Portugal, has to offer. This Ritz Carlton property will welcome you to tranquility and elegance while nestled in the mystical Sintra Mountains just minutes away from the breathtaking Cascais coastline and historic downtown Lisbon. Qualifiers and their guests will have the chance to experience historic palaces and charming estates or find adventure on a speedboat ride down the river or a jeep tour through the mountains. On property, the lush Penha Longa Golf Course awaits you for both an adrenalin rush and a soothing journey through one of Portugal’s most inspiring landscapes. You will also be delighted by Portuguese premium wines in a wine tasting or an authentic cooking class that will let you taste all the flavors of the region. Make a plan to join us in Lisbon, Portugal, for its vibrant atmosphere, delectable cuisine and beautiful sunny weather. This Portuguese capital is rich with culture and is a European gem waiting to be discovered.
2017 Leaders Conference Regent Seven Seas Explorer Cruise from Lisbon, Portugal, to Barcelona, Spain May 6-11, 2017 Leaders Conference qualifiers will board the most luxurious ship ever built for this unique Mediterranean cruise from Lisbon, Portugal, to Barcelona, Spain. The Seven Seas Explorer will set sail for the first time in the summer of 2016 and this brand new ship will surround you with decadence as you discover new sites and sounds along the vivid coast of Spain. The ports of call include: Cadiz, Malaga, Cartagena, and Valencia, Spain. Off the ship, each port will offer a different and exciting experience and aboard the ship, guests will have the opportunity to relax in spacious guestrooms, indulge in decadent treatments at the world renowned Canyon Ranch SpaClub and delight in extensive gourmet dining throughout the day and night. Don’t miss a single opportunity to discover your potential and qualify for this magnificent trip!
Current Standings: Elite Benefit Counselor Current Standings: Elite Benefit Counselor Club Club
Top 10 Enrollers
4th QTD (QTD Net EN Premium)
Morgester, Christine
$270,470.60
Isaacson, Stephanie
$252,382.71
Kunkler, Karen
$88,660.43
Buschman, Roxana
$83,481.57
McMuldren, Matthew
$77,956.00
Leach, Susan
$77,593.43
Cornman, Darl
$74,136.63
Kezele, Virginia
$70,778.77
Wollen, Gordon
$61,077.89
Canals, Gabriel
$59,532.17
Top 10 Enrollers
YTD (Week 50 Net EN Premium)
Isaacson, Stephanie
$661,229.43
Morgester, Christine
$646,979.63
Buschman, Roxana
$317,232.54
Kunkler, Karen
$308,222.89
Cornman, Darl
$247,268.11
Leach, Susan
$210,174.69
Thurston, Derek
$191,409.71
Gifford, Troy
$186,191.26
Ford, Brook
$152,174.11
Hansen, Brian
$141,140.60
Week 50 Numbers
WTD top 3 ADM’s
WTD top 3 DGA’s Thurston, Doug
$154,193.51 Ford, Brook
$27,915.30
Maxwell, Denise
$111,205.68 Bringhurst, Steve
$21,298.32
Kezele, Will
Top 10 Openers
$34,434.22 Griffeth, Jeff
Week 50 Sales
Top 10 Benefit Counselors
$17,709.30
WK 50 Net EN Sales Credits
Brink, Don
$91,818.84
Isaacson, Stephanie
18,301.77
Waldram, Matthew
$74,814.72
Morgester, Christine
15,791.39
Isaacson, Stephanie
$28,935.00
Buschman, Roxana
6,173.61
Ford, Brook
$23,423.16
Sparks, Jonathan
5,538.85
Thurston, Doug
$18,265.36
Cornman, Darl
4,507.78
Jones, Eric
$16,333.44
Griffeth, Jeff
4,400.87
Dickson, Brian
$15,863.65
Canals, Gabriel
4,009.24
Pines, Zara Anne
$10,541.48
Kunkler, Karen
3,956.95
Kezele, Will
$10,353.75
Ford, Brook
3,008.85
$9,610.40
Jones, Eric
2,983.71
Bryant, Margaret
Quarter to Date Numbers (Week 50)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
157.8%
Griffeth, Jeff
214.7%
Bringhurst, Angie
105.3%
Bringhurst, Steve
108.0%
Ford, Brook
106.0%
Cornett, Kevin
Top 15 Openers Brink, Don Thurston, Doug Pines, Zara Anne Waldram, Matthew Bryant, Margaret Bartholomew, Rhonda
91.1%
QTD-2016 Sales
Top 15 Benefit Counselors
QTD Net Sales Credit
$479,915.09 Morgester, Christine $235,844.36 Isaacson, Stephanie
94,664.71
$221,698.84 Kunkler, Karen $133,050.96 Buschman, Roxana
31,031.15
$130,516.68 McMuldren, Matthew $127,424.37 Leach, Susan
27,284.60
88,333.95 29,218.55 27,157.70
$92,655.36 Cornman, Darl $72,201.72 Kezele, Virginia
25,947.82
$70,329.27 Wollen, Gordon $64,895.40 Canals, Gabriel
21,377.26
$51,688.47 Gifford, Troy $40,352.10 Thurston, Derek
20,327.00 18,399.87
Wagner, Patrick
$37,009.61 Ford, Brook $34,267.62 Griffeth, Tyson
Griffeth, Jeff
$31,879.11 Mayes, Brandi
16,046.93
Tandrow, Tara Jones, Eric Ford, Brook McMuldren, Matthew Maxwell, Denise Dickson, Brian Gifford, Troy
24,772.57 20,836.26 19,346.16 16,173.96
Year to Date Numbers (Week 50)
YTD Top 3 DGAs by % of Plan
YTD Top 3 ADMs by % of Plan
Maxwell, Denise
123.6%
Griffeth, Jeff
162.8%
Kezele, Will
110.2%
Ford, Brook
110.6%
Bringhurst, Steve
102.1%
Thurston, Doug
Top 15 Openers Brink, Don Pines, Zara Anne Thurston, Doug Bryant, Margaret
91.2%
YTD - 2016 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
$1,331,657.02 Isaacson, Stephanie $548,673.20 Morgester, Christine
231,430.30
$534,126.66 Buschman, Roxana $484,804.38 Kunkler, Karen
111,031.39
226,442.87 107,878.01
$255,688.03 Cornman, Darl $178,078.90 Leach, Susan
86,543.84
$171,561.72 Thurston, Derek $169,576.77 Gifford, Troy
66,993.40
$144,514.39 Ford, Brook $143,587.62 Hansen, Brian
53,260.94
$126,140.99 Dickson, Brian $120,587.28 Canals, Gabriel
46,262.60 45,506.66
Bringhurst, Steve
$118,726.99 Griffeth, Jeff $111,144.78 Wolf, Bennett
Maxwell, Denise
$109,629.35 Mackowiak, Jenna
34,529.44
Dickson, Brian Tandrow, Tara Waldram, Matthew Griffeth, Jeff Ford, Brook Bartholomew, Rhonda Gifford, Troy Mackowiak, Jenna Jones, Eric
73,561.14 65,166.94 49,399.21 45,590.55 37,999.15
December 2016 Sun
Mon
Tue
Wed
Thu 1
Fri 2
Sat 3
Call Clinic 8 - 12 NOON
4
5
6
7
8
9
10
Territory Wide Race Event
AMP Event 1 pm
Call Clinic 8 - 12 NOON
Call Clinic 1 - 5 pm
11
12
13
14
15
AMP Event 1 pm
16
17
Call Clinic 8 - 12 NOON
Call Clinic 1 - 5 pm
18
19
20
21
22
AMP Event 1 pm
26
24 Christmas Eve
TERRITORY OFFICE CLOSED
Call Clinic 1 - 5 pm
25
23
27
28
29
30
31 New Year’s Eve
Christmas Day
TERRITORY OFFICE CLOSED
Call Clinic 8 - 12 NOON
January 2017 Sun 1
Mon 2
Tue 3
Wed 4
New Year’s Day
5
Fri 6
Sat 7
Leadership Development Conference - Austin, TX
Territory Wide Race Event
TERRITORY OFFICE CLOSED
8
Thu
9
Call Clinic 8 - 12 NOON
10
11
12
13
14
Territory Wide Race Event
AMP Event 1 pm
Call Clinic 8 - 12 NOON
Call Clinic 1 - 5 pm
15
16
17
18
Territory Managers Meeting
AMP Event 1 pm Territory Kickoff 1 - 6 pm
Call Clinic 1 - 5 pm
22
23
19
24
25
Call Clinic 1 - 5 pm
29
30 AMP Event 1 pm Call Clinic 1 - 5 pm
31 New Agent Advanced Training
21
Call Clinic 8 - 12 NOON
8 am - 5 pm
26
Direct Marketing Training (Opener Course)
AMP Event 1 pm
20
27 Call Clinic 8 - 12 NOON
28
4th Qtr Case 2016 Goal: 83 2016 Actual: 75
90% 4th Qtr Premium 2016 Goal: $3,500,000 2016 Actual: $2,300,000
66% 2016 Cases 2016 Goal: 183 2016 Actual: 226
125% 2016 Premium 2016 Goal: $7,238,000 2016 Actual: $6,800,000
94%
THE CORE TEAM
Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com
Gower Talley Regional Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550