Oregon Idaho Pioneers October 6, 2016
December 28, 2016
2017
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.
Welcome New Oregon/Idaho Agents! Kevin Priest - DGA (Salem) Chris Arends Michael Todd Hinchliffe Mackenzie Mullins
(validated case count)
Gevurtz Menashe PC - Don Brink Earthcruiser USA LLC - Eric Cornett Alex Hodge Construction - Brian Dickson Wilsonville Concrete Products - Brian Dickson Justin Carter D S P C - Tyson Griffeth Cascade Networks Inc 26-Pay - Zara Anne Pines Bennett Management - Mary Taylor
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
$307,699.54
Isaacson, Stephanie
$264,543.03
Cornman, Darl
$94,742.57
Buschman, Roxana
$90,269.97
Kunkler, Karen
$89,663.03
Leach, Susan
$80,466.31
McMuldren, Matthew
$77,956.00
Kezele, Virginia
$70,778.77
Canals, Gabriel
$69,436.69
Wollen, Gordon
$64,355.34
Top 10 Enrollers
YTD (Week 51 Net EN Premium)
Morgester, Christine
$684,207.97
Isaacson, Stephanie
$673,388.85
Buschman, Roxana
$324,019.80
Kunkler, Karen
$309,225.19
Cornman, Darl
$267,873.99
Leach, Susan
$213,047.45
Thurston, Derek
$198,525.90
Gifford, Troy
$186,092.74
Ford, Brook
$152,702.28
Hansen, Brian
$141,507.46
Week 51 Numbers
WTD top 3 ADM’s
WTD top 3 DGA’s Thurston, Doug
$123,459.30 Ford, Brook
$4,088.33
Maxwell, Denise
$36,224.28 Durre, Michael
$3,668.69
Cornett, Eric
$11,922.12 Rathmanner, Casey
$3,513.66
Top 10 Openers
Week 51 Sales
Top 10 Benefit Counselors
WK 51 Net EN Sales Credits
Brink, Don
$35,237.89
Morgester, Christine
13,030.13
Waldram, Matthew
$31,336.32
Waldram, Matthew
10,967.77
Dickson, Brian
$25,876.16
Cornman, Darl
7,212.08
Bryant, Margaret
$20,039.92
Isaacson, Stephanie
4,256.11
Thurston, Doug
$16,076.16
Canals, Gabriel
3,466.58
Pines, Zara Anne
$14,648.76
Dickson, Brian
3,161.28
Cornett, Eric
$7,446.43
Thurston, Derek
2,490.62
Durre, Michael
$3,232.01
Buschman, Roxana
2,375.94
Griffeth, Tyson
$1,874.56
Durre, Mike
1,983.52
Winn, Riley
$1,811.82
Fierstos, Suzanna
1,266.69
Quarter to Date Numbers (Week 51)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
172.4%
Griffeth, Jeff
217.2%
Bringhurst, Angela
106.3%
Bringhurst, Steve
108.7%
Ford, Brook
108.1%
Kezele, William
Top 15 Openers Brink, Don Thurston, Doug Pines, Zara Anne Waldram, Matthew Bryant, Margaret Bartholomew, Rhonda
92.6%
QTD-2016 Sales
Top 15 Benefit QTD Net Sales Counselors $32,179.34 Credit
$515,704.68 Morgester, Christine $253,454.87 Isaacson, Stephanie
107,694.84
$236,347.60 Cornman, Darl $164,636.28 Buschman, Roxana
33,159.90
$150,556.60 Kunkler, Karen $126,865.46 Leach, Susan
31,382.06
92,590.06 31,594.49 28,163.21
$92,760.78 McMuldren, Matthew $72,799.32 Kezele, Virginia
27,284.60
$71,499.39 Canals, Gabriel $67,385.55 Wollen, Gordon
24,302.84
$64,895.40 Thurston, Derek $52,021.07 Gifford, Troy
21,836.78 20,007.60
Wagner, Patrick
$37,009.61 Waldram, Matthew $34,562.94 Ford, Brook
Griffeth, Jeff
$32,179.34 Mayes, Brandi
16,589.60
Tandrow, Tara Jones, Eric Ford, Brook Dickson, Brian McMuldren, Matthew Maxwell, Denise Gifford, Troy
24,772.57 22,524.37 20,292.98 18,584.88
Year to Date Numbers (Week 51)
YTD Top 3 DGAs by % of Plan
YTD Top 3 ADMs by % of Plan
Maxwell, Denise
129.1%
Griffeth, Jeff
163.5%
Kezele, William
110.9%
Ford, Brook
111.6%
Thurston, Doug
94.1%
Bringhurst, Steve
102.4%
Top 15 Openers Brink, Don Pines, Zara Anne Thurston, Doug Bryant, Margaret
YTD - 2016 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
$1,366,894.91 Morgester, Christine $563,321.96 Isaacson, Stephanie
239,473.00
$550,202.82 Buschman, Roxana $504,844.30 Kunkler, Karen
113,407.33
235,686.41 108,228.92
$281,564.19 Cornman, Darl $202,898.04 Leach, Susan
93,755.92
$178,184.32 Thurston, Derek $169,877.00 Gifford, Troy
69,484.02
$145,684.51 Ford, Brook $143,028.71 Hansen, Brian
53,445.95
$126,140.99 Dickson, Brian $120,587.28 Canals, Gabriel
49,423.88 45,506.66
Bringhurst, Steve
$119,324.59 Griffeth, Jeff $111,144.78 Wolf, Bennett
Maxwell, Denise
$109,961.95 Mackowiak, Jenna
34,529.44
Dickson, Brian Waldram, Matthew Tandrow, Tara Griffeth, Jeff Ford, Brook Bartholomew, Rhonda Gifford, Troy Mackowiak, Jenna Jones, Eric
74,566.65 65,132.92 49,527.94 49,057.13 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: 82
99% 4th Qtr Premium 2016 Goal: $3,500,000 2016 Actual: $2,500,000
71% 2016 Cases 2016 Goal: 183 2016 Actual: 233
127% 2016 Premium 2016 Goal: $7,238,000 2016 Actual: $7,000,000
97%
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