Oregon Idaho SW WA Pioneers Dec. 22, 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.
Thanks to our participants: Theresa Gibson, Leslie Scheppegrell, Aramis & Sarah Taylor, Shane Attebery, Eugene Trifan, Bri Herloss, Todd Vann, Chad Sweeley, Sam Willis, Denise Maxwell and Michele Sanzobrin
There’s a Lot To Smile About! Dental Initiative Results So Far... Week 51 Dental Sales: $65,709.84 Total For The Dental Initiative: $456,308.16 Week 51 Groups Adding Dental Policies: 29 Total for the Dental Initiative: 314
New Cases Opened This Week: Don Brink (3 cases) Joel Daniels Lois Fleener (2 cases) Taylor Howard (2 cases) Todd Taylor Doug Thurston Gordon Wollen
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 51)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$258,979.69
Canals, Gabriel
$57,114.74
Maxwell, Denise
$101,649.48
Fleener, Lois
$39,133.68
Weiland, Abigail
$20,682.18
Rathmanner, Casey
Top 15 Openers Brink, Don
$43,693.61
Week 51 Sales
Top 15 Benefit Counselors
$122,005.88 Ford, Brook
WK 51 Net Sales Credits 20,706
Bryant, Margaret
$45,691.17 Isaacson, Stephanie
13,155
Fleener, Lois
$30,516.30 Weiland, Abigail
12,630
Campbell, Branden
$20,815.20 Kunkler, Karen
11,613
Weiland, Abigail
$20,495.58 Brink, Don
11,189
Day, Terra
$12,090.12 Fleener, Lois
10,742
Howard, Taylor
$11,178.60 Miller, Tricia
8,331
Thurston, Derek
$10,718.31 Bryant, Margaret
7,654
Canals, Gabriel
$10,083.39 Campbell, Branden
4,441
Pratt, Jared
$5,646.63 Gardner, Kathy
4,352
Bringhurst, Angie
$4,752.84 Morgester, Christine
3,787
Taylor, Todd
$4,169.44 Losada Monroy, Raquel
3,550
Taylor, Mary
$4,162.62 Thurston, Derek
3,112
Ray, Carrie
$3,318.48 Ballweber, Theresa
2,629
Gifford, Troy
$2,656.70 Peterson, Kimberly
2,187
Quarter to Date Numbers (as of Week 51)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
88.1%
Daniels, Joel
158.1%
Thurston, Doug
84.8%
Bringhurst, Angie
136.4%
Maxwell, Denise
76.3%
Fleener, Lois
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$1,127,412.50 Isaacson, Stephanie
91.5%
QTD Total Net Sales Credit 78,488
Campbell, Branden
$370,392.96 Kunkler, Karen
58,760
Bryant, Margaret
$188,982.70 Brink, Don
47,458
Bringhurst, Angie
$99,666.66 Wolden, Julie
46,706
Shipman, Jeff
$90,027.21 Losada Monroy, Raquel
41,283
Ford, Brook
$77,810.16 Miller, Tricia
39,541
Daniels, Joel
$63,259.44 Campbell, Branden
33,237
Ray, Carrie
$54,715.08 Bryant, Margaret
30,150
Fleener, Lois
$46,311.07 Buschman, Roxana
24,620
Robison, Mark
$41,611.44 Ford, Brook
23,797
Pratt, Jared
$41,206.92 Maccabee, Amber
23,081
Ballweber, Theresa
$39,969.61 Fleener, Lois
22,650
Canals, Gabriel
$39,353.97 Morgester, Christine
22,269
Gifford, Troy
$37,939.50 Camarata, Timothy
21,819
Griffeth, Jeff
$36,034.08 Daniels, Joel
19,737
Year to Date Numbers (as of Week 51)
YTD Top DGA’s by % of Plan Attebery, Shane
YTD Top ADM’s by % of Plan
153.6% Daniels, Joel
171.6%
Thurston, Doug
86.5% Greenwald, Ben
75.2%
Alley, Mike
79.6% Bilgen, Lisa
73.7%
Top 15 Openers Brink, Don
YTD - 2020 Sales $2,171,315.24
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
226,140
Campbell, Branden
$639,938.16
Kunkler, Karen
189,584
Bryant, Margaret
$551,510.44
Losada Monroy, Raquel
138,080
Bilgen, Lisa
$267,236.19
Brink, Don
110,014
Bringhurst, Angela
$166,652.88
Wolden, Julie
82,140
Shipman, Jeff
$157,023.18
Buschman, Roxana
66,083
Ray, Carrie
$120,155.44
DuPriest, Kathy
65,599
Pines, Zara
$115,097.10
Miller, Tricia
64,437
Taylor, Mary
$112,768.12
Morgester, Christine
60,435
Thurston, Derek
$110,266.89
Ford, Brook
56,460
Gifford, Troy
$101,452.16
Campbell, Branden
53,522
Daniels, Joel
$95,579.41
Wollen, Gordon
47,534
Canals, Gabriel
$87,137.94
Fleener, Lois
46,913
Ballweber, Theresa
$83,051.06
Bryant, Margaret
46,818
Fleener, Lois
$67,031.33
Gifford, Troy
46,721
Year to Date Numbers (as of Week 51) Top 5 Coordinators Ballweber, Theresa
WK 51 Net Sales Credits 20,877
Gross, Lynsay
6,792
Talburt, Marci
5,917
Bryant, Margaret
4,031
Buschman, Roxana
Top 5 Coordinators Ballweber, Theresa
604
QTD Total Net Sales Credit 209,971
Talburt, Marci
19,530
Gross, Lynsay
17,143
Bryant, Margaret
16,223
Gifford, Troy
Top 5 Coordinators Ballweber, Theresa
9,205
YTD Total Net Sales Credit 423,123
Talburt, Marci
83,520
Bryant, Margaret
72,653
Gross, Lynsay
35,202
Gifford, Troy
19,439
4th Qtr Cases 2020 Goal:
175 2020 Actual:
51
29.1%
2020 Cases 2020 Goal:
435 2020 Actual:
160.5
36.8% 4th Qtr Premium 2020 Goal:
$4,638,994 2020 Actual:
$3,134,506
67.5% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$7,991,100
70.6%
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