December 28, 2022 Newsletter

Page 1

• Clean

• New business

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

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.

BUSINESS
FOURTH QUARTER
PROCESSING DEADLINES/CONTRACTING DEADLINES
electronic
we
of every quarter,
outstanding Harmony business for completed enrollments
and
FOURTH QUARTER NEW CONTRACT SUBMISSION Deadline is Wednesday, December 21, 2022 Don’t forget to RSVP for TKO in January! You won’t want to miss it, including our Special Guest Star, SVP Michael Stachowiak!
Important note: As
have done at the end
the home office will automatically submit
with coverage effective dates up to
including 12/31/2022, on the last business day of the quarter 12/30/2022, starting at 3 p.m. EST.

2023 open enrollment for Colonial Life products starts January 3

Beginning January 3, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through January 27, 2023. Sales reps will also receive commission on their enrollment. This enrollment is for new coverage only. Salespeople are eligible for individual plans with standard underwriting. To help streamline your application process, this enrollment is set up through the Call Center. Visit Propr for more info.

C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government E = Educator New Cases Opened This Week:
Erickson C
Don
Brink Cagney
M
Shawn Hayes Tamela Taylor

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

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

Names in blue denote agents within first 52 weeks.

Thurston, Doug $487,226.05 Maxwell, Denise $16,183.86 Naugle, Ty $15,156.00

Canals, Gabriel $93,927.12 Curry, John $12,291.84

Brink, Don $328,146.87

Campbell, Branden $79,089.24 Bilgen, Lisa $8,853.51

Canals, Gabriel $6,932.04 Gifford, Troy $4,403.36 Day, Terra $4,306.32 Bryant, Margaret $4,169.49 Taylor, Todd $3,640.47 Curry, John $3,361.32 Hess, Jordon $3,035.52 Erickson, Cagney $2,903.88 Daniels, Joel $2,764.32 Steele, Andrew $2,533.68

Lois

Tamela

Hadlock, Melissa 12,608

Isaacson, Stephanie 10,946 Miller, Tricia 7,194 Cottle, Craig 6,527 Kinney, David 5,989 Hayes, Shawn 5,185 Smith, Pamela 4,096 Buschman, Roxana 4,028

Maccabee, Amber 3,658

Gifford, Troy 2,933 Runtz, Krista 2,751 Morrison, Robert 2,474 Leach, Susan 2,449 Losada Monroy, Raquel 2,246 Camarata, Tim 2,052

Top 15 Openers Week 51 Sales
Fleener,
$2,350.05 Taylor,
$1,641.66 Week to Date Numbers (as of Week 51)
WTD Top DGA’s
WTD TopADM’s
Counselors
Net Sales
Stubbs, Jason $9,255.36 Top 15 Benefit
WK 51
Credits
Top DGA’s by % of Plan
TopADM’s by % of Plan
15 Openers QTD - 2022 Sales
Top 15 Benefit Counselors QTD Total Net Sales Credit
Quarter to Date Numbers (as of Week 51)
QTD
Griffeth, Jeff 154.6% Thurston, Doug 147.5% Marquess, Rick 121.2% QTD
Canals, Gabriel 112.0% Curry, John 92.1% Stubbs, Jason 79.3% Top
Brink, Don $2,077,550.33 Campbell, Branden $558,914.85 Bryant, Margaret $462,241.78 Robison, Mark $76,432.02 Gifford, Troy $69,869.16 Bringhurst, Angela $49,760.70 Ballweber, Theresa $43,724.10 Bilgen, Lisa $41,275.11 Canals, Gabriel $37,376.46 Taylor, Todd $35,648.43 Palmer, Corey $35,017.20 Erickson, Cagney $28,525.47 Wolden, Julie $24,501.60 Goshien, David $23,910.84 Runtz, Krista $22,383.88
Isaacson, Stephanie 280,876 Kinney, David 214,259 Losada Monroy, Raquel 185,079 Kunkler, Karen 131,057 Maccabee, Amber 110,038 Smith, Pamela 103,145 Hadlock, Ken 88,181 Miller, Tricia 80,142 Gifford, Troy 77,695 Buschman, Roxana 75,305 Hadlock, Melissa 75,206 Cottle, Craig 73,017 Morgester, Christine 65,710 Betz, Wes 51,453 Runtz, Krista 46,198

Griffeth, Jeff 158.8%

Naugle, Ty 141.0%

Maxwell, Denise 129.9%

Curry, John 192.5%

Weiland, Abigail 139.7%

Canals, Gabriel 114.3%

Brink, Don $3,665,867.67 Campbell, Branden $1,076,935.86 Bryant, Margaret $865,354.78 Bilgen, Lisa $157,890.54 Gifford, Troy $157,589.06

Ballweber, Theresa $131,749.17

Erickson, Cagney $115,076.13 Betz, Wes $114,963.29

Bringhurst, Angela $112,936.79 Runtz, Krista $96,471.06

Canals, Gabriel $89,085.17 Steele, Andrew $85,851.54 Day, Terra $83,634.24 Taylor, Todd $83,431.76 Robison, Mark $79,675.56

Isaacson, Stephanie 280,876 Kinney, David 214,259 Losada Monroy, Raquel 185,079 Kunkler, Karen 131,057 Maccabee, Amber 110,038 Smith, Pamela 103,145 Hadlock, Ken 88,181 Miller, Tricia 80,142 Gifford, Troy 77,695 Buschman, Roxana 75,305

Hadlock, Melissa 75,206 Cottle, Craig 73,017

Morgester, Christine 65,710 Betz, Wes 51,453 Runtz, Krista 46,198

Year to Date Numbers (as of Week 51)
YTD Top DGA’s by % of Plan
YTD TopADM’s by % of Plan
Top 15 Openers
YTD - 2022 Sales
Net Sales
Top 15 Benefit Counselors YTD Total
Credit

Ballweber, Theresa 42,567

Talburt, Marci 2,476

Gross, Lynsay 1,305 Gifford, Troy 838

Bryant, Margaret 523

Ballweber, Theresa 332,776

Bryant, Margaret 22,873

Talburt, Marci 15,829 Gifford, Troy 12,537 Bonner, Lynn 5,171

Ballweber, Theresa 626,822

Talburt, Marci 97,974

Bryant, Margaret 62,627 Bonner, Lynn 27,381 Gifford, Troy 26,387

Year to Date Numbers (as of Week 51) Top 5 Coordinators WK 51 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: 181.5 cases 51.8% 4th Qtr Premium 2022 Goal: $4,115,002 2022 Actual: $4,557,165 110.7% 2022 Premium 2022 Goal $9,950,000 2022 Actual: $10,662,077 107.1% 4th Qtr Cases 2022 Goal: 140 2022 Actual: 49 35%
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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