December 8, 2021 Newsletter

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

•

Clean census enrollment or product hosting files – received

by Wednesday, December 22, at 6:00 p.m. EST.

•

Clean manual business received by Wednesday, December 29.

•

New business – will continue to be processed until Friday, December 31, at 7:00 p.m. EST.

•

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