Oregon Idaho SW WA Pioneers Dec 7, 2021
Need help on how to focus on the preferred markets of MANUFACTURING, WHOLESALE TRADE, CONSTRUCTION and GROCERY STORE accounts? Use the best practice onepager.
Week 45 Winners: Derek Thurston & Raquel Losada Monroy Week 46 Winner: Krista Runtz Week 47 Winners: Gordon Wollen & Guadalupe Vasquez Week 48 Winner: Jason Snider
Fourth Quarter Processing Deadlines for 2021 •
Fourth quarter new contract submission – Deadline is Wednesday, December 22
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Clean census enrollment or product hosting files – received by Wednesday, December 22, at 6:00 p.m. EST.
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Clean manual business received by Wednesday, December 29.
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New business – will continue to be processed until Friday, December 31, at 7:00 p.m. EST.
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Clean electronic business – received by Friday, December 31, at 10:00 p.m. EST.
Important note: As we have done at the end of every quarter, the home office will automatically submit outstanding Harmony business for completed enrollments with coverage effective dates up to and including Friday, December 31, on the last business day of the quarter, December 31, 2021, starting at 5 p.m. EST.
New Cases Opened This Week: Don Brink (2 cases) Margaret Bryant Joyce Carlson Brenda Gurney Jason Snider (3 cases) C, M
C = Construction M = Manufacturing W = Wholesale G = Grocery See below for more information
2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights. Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.
2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches. Make plans now to qualify and experience the Aloha Spirit in 2022!
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 DGA’s Thurston, Doug
WTD Top ADM’s
$140,201.40
Canals, Gabriel
$51,398.82
Maxwell, Denise
$33,912.12
Runtz, Joe
$18,966.36
Naugle, Ty
$18,881.64
Snider, Jason
$13,500.72
Top 15 Openers
Week 48 Sales
Top 15 Benefit Counselors
WK 48 Net Sales Credits
Brink, Don
$31,242.23 Morgester, Christine
8,056
Bryant, Margaret
$28,745.53 Bryant, Margaret $24,857.40 Kunkler, Karen
6,779
Campbell, Branden
5,746
Canals, Gabriel
$15,828.60 Snider, Jason $15,065.21 Canals, Gabriel
4,239
Snider, Jason
$13,500.72 Maccabee, Amber
4,043
Carlson, Joyce
4,725
Ballweber, Theresa
$9,731.94 Gifford, Troy
3,570
Thurston, Derek
$6,721.02 Buschman, Roxana
3,176
Gifford, Troy
$5,933.55 Lane, Michael
2,721
Drebes, Tate
$5,370.24 Runtz, Joe
2,697
Ray, Carrie
$5,068.85 DuPriest, Kathy
2,689
Griffeth, Jeff
$4,772.73 Losada Monroy, Raquel $4,742.83 Wolden, Julie
2,578
Taylor, Mary Bilgen, Lisa Bringhurst, Angela
$3,907.74 Isaacson, Stephanie $3,050.40 Runtz, Krista
2,328 2,280 1,688
Quarter to Date Numbers (as of Week 48)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Naugle, Ty
68.9%
Runtz, Joe
225.2%
Maxwell, Denise
65.9%
Lane, Michael
153.7%
Thurston, Doug
34.7%
Weiland, Abigail
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$274,625.90 Kunkler, Karen
63.6%
QTD Total Net Sales Credit 35,505
Campbell, Branden
$221,710.74 Losada Monroy, Raquel
28,272
Bryant, Margaret
$116,961.32 Buschman, Roxana
28,142
Runtz, Krista
$54,748.56 Runtz, Joe
23,211
Canals, Gabriel
$42,502.72 Isaacson, Stephanie
Bringhurst, Angela
$42,165.66 Bryant, Margaret
16,142
Runtz, Joe
$41,453.58 Lane, Michael
15,597
Ray, Carrie
$36,143.12 DuPriest, Kathy
13,939
Thurston, Derek
$31,920.97 Wolden, Julie
13,257
Gifford, Troy
$29,687.53 Morgester, Christine
12,863
Ford, Brook
$25,197.12 Gifford, Troy
20,202
12,737
Carlson, Joyce
$23,033.64 Maccabee, Amber
11,880
Drebes, Tate
$22,365.36 Runtz, Krista
10,235
Ballweber, Theresa
$21,588.81 Peterson, Kimberly
8,633
Bilgen, Lisa
$19,622.31 Day, Terra
7,543
Year to Date Numbers (as of Week 48)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
83.4% Runtz, Joe
176.6%
Maxwell, Denise
79.1% Lane, Michael
118.7%
Attebery, Shane
78.1% Weiland, Abigail
Top 15 Openers Brink, Don
YTD - 2021 Sales $1,500,707.04
Top 15 Benefit Counselors
91.5%
YTD Total Net Sales
Kunkler, Karen
204,226
Campbell, Branden
$637,984.02
Isaacson, Stephanie
188,578
Bryant, Margaret
$529,541.82
Losada Monroy, Raquel
122,851
Ballweber, Theresa
$130,384.14
Miller, Tricia
71,252
Bringhurst, Angela
$113,851.92
Buschman, Roxana
68,465
Ray, Carrie
$106,109.33
Bryant, Margaret
52,861
Lane, Michael
$103,936.41
Gifford, Troy
48,707
Runtz, Joe
$95,235.12
Lane, Michael
47,656
Thurston, Derek
$90,485.29
Maccabee, Amber
47,023
Shipman, Jeff
$85,463.16
Wolden, Julie
41,576
Gifford, Troy
$84,058.61
DuPriest, Kathy
37,923
Daniels, Joel
$82,398.58
Camarata, Tim
37,682
Bilgen, Lisa
$80,413.44
Runtz, Joe
37,150
Canals, Gabriel
$75,984.98
Morgester, Christine
27,146
Canals, Gabriel
25,491
Taylor, Mary
$71,218.11
Year to Date Numbers (as of Week 48) Top 5 Coordinators Ballweber, Theresa
WK 48 Net Sales Credits 12,989
Talburt, Marci
4,437
Bryant, Margaret
2,858
Gifford, Troy
1,071
Gross, Lynsay
925
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
83,157
Talburt, Marci
17,051
Bryant, Margaret
8,756
Gross, Lynsay
5,999
Gifford, Troy
4,256
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 320,467
Talburt, Marci
69,402
Bryant, Margaret
51,097
Bonner, Lynn
16,582
Gifford, Troy
14,840
4th Qtr Cases 2021 Goal:
106 2021 Actual:
31
29.2%
2021 Cases 2021 Goal:
203 2021 Actual:
147
72.4% 4th Qtr Premium 2021 Goal:
$4,558,009 2021 Actual:
$1,529,727
33.5% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$6,411,948
67.5%
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
Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@coloniallife.com
Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@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