Oregon Idaho SW WA Pioneers Dec. 8, 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
•
Clean census enrollment files – received by Wednesday, December 23, at 6 p.m. EST.
•
Clean manual business – received by Monday, December 28, at 6 p.m. EST.
•
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.
New Cases Opened This Week: Ashley Armstrong Don Brink (2 cases) Mike Durre Jeff Shipman
There’s a Lot To Smile About! Dental Initiative Results So Far... Week 49 Dental Sales: $17,397.72 Total For The Dental Initiative: $373,007.04 Week 49 Groups Adding Dental Policies: 19 Total for the Dental Initiative: 269
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 49)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$656,533.33
Shipman, Jeff
$68,157.61
Alley, Mike
$81,406.14
Canals, Gabriel
$43,653.18
Kezele, Will
$23,262.41
Griffeth, Jeff
$13,130.76
Top 15 Openers Brink, Don Shipman, Jeff
Week 49 Sales
Top 15 Benefit Counselors
$547,162.26 Wolden, Julie $68,157.61 Isaacson, Stephanie
WK 49 Net Sales Credits 18,729 16,629
Campbell, Branden
$40,760.76 Miller, Tricia
11,231
Bryant, Margaret
$39,002.68 Bryant, Margaret
11,126
Griffeth, Jeff
$13,007.58 Brink, Don
10,521
Gifford, Troy
$7,764.30 Maccabee, Amber
9,554
Bilgen, Lisa
$7,179.84 Kunkler, Karen
8,537
Bringhurst, Angie
$6,339.60 Morgester, Christine
5,953
Fleener, Lois
$4,939.18 Griffeth, Jeff
5,686
Durre, Mike
$4,702.56 Peterson, Kimberly
5,474
Ballweber, Theresa
$2,556.00 Losada Monroy, Raquel
5,349
Armstrong, Ashley
$1,785.00 Wollen, Gordon
4,954
Ford, Brook
$1,702.08 Gifford, Troy
3,545
Daniels, Joel
$1,327.68 Buschman, Roxana
3,327
Day, Terra
$1,323.24 Robison, Mark
2,460
Quarter to Date Numbers (as of Week 49)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
76.5%
Daniels, Joel
137.1%
Thurston, Doug
64.6%
Bringhurst, Angie
122.7%
Bringhurst, Steve
62.6%
Shipman, Jeff
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$904,822.78 Isaacson, Stephanie
82.7%
QTD Total Net Sales Credit 61,576
Campbell, Branden
$337,155.24 Kunkler, Karen
42,332
Bryant, Margaret
$101,073.06 Wolden, Julie
36,269
Bringhurst, Angie
$91,314.54 Brink, Don
31,258
Shipman, Jeff
$84,031.54 Losada Monroy, Raquel
31,161
Daniels, Joel
$56,142.96 Campbell, Branden
28,964
Ray, Carrie
$50,385.36 Miller, Tricia
26,584
Robison, Mark
$36,462.36 Bryant, Margaret
20,355
Ballweber, Theresa
$35,938.71 Maccabee, Amber
19,545
Canals, Gabriel
$26,103.69 Buschman, Roxana
18,935
Griffeth, Jeff
$24,801.60 Camarata, Timothy
18,416
Gifford, Troy
$22,648.43 Robison, Mark
18,386
Bilgen, Lisa
$21,332.28 Daniels, Joel
17,482
Taylor, Mary
$20,867.84 Peterson, Kimberly
15,559
Taylor, Todd
$19,071.78 DuPriest, Kathy
14,774
Year to Date Numbers (as of Week 49)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
146.7% Daniels, Joel
158.9%
Thurston, Doug
77.7% Bilgen, Lisa
72.6%
Alley, Mike
77.0% Castro Monroy, Jonathan
67.9%
Top 15 Openers Brink, Don
YTD - 2020 Sales $1,960,601.61
Top 15 Benefit Counselors Isaacson, Stephanie
YTD Total Net Sales Credit 209,228
Campbell, Branden
$606,700.44
Kunkler, Karen
173,156
Bryant, Margaret
$463,984.54
Losada Monroy, Raquel
127,958
Bilgen, Lisa
$262,809.54
Brink, Don
93,814
Bringhurst, Angela
$158,300.76
Wolden, Julie
71,704
Shipman, Jeff
$151,047.43
DuPriest, Kathy
64,088
Ray, Carrie
$115,825.72
Buschman, Roxana
60,398
Pines, Zara
$113,809.92
Morgester, Christine
52,534
Taylor, Mary
$106,955.28
Miller, Tricia
51,480
Thurston, Derek
$95,405.97
Campbell, Branden
49,249
Daniels, Joel
$88,462.93
Gifford, Troy
41,533
Gifford, Troy
$86,161.09
Wollen, Gordon
41,151
Ballweber, Theresa
$79,107.91
Camarata, Timothy
37,085
Canals, Gabriel
$74,263.23
Bryant, Margaret
37,024
Gurney, Brenda
$60,326.79
Fleener, Lois
35,885
Year to Date Numbers (as of Week 49) Top 5 Coordinators Ballweber, Theresa
WK 49 Net Sales Credits 67,752
Bryant, Margaret
3,597
Gifford, Troy
2,234
Talburt, Marci
1,764
Gross, Lynsay
933
Top 5 Coordinators Ballweber, Theresa Talburt, Marci
QTD Total Net Sales Credit 169,021 12,228
Bryant, Margaret
8,241
Gross, Lynsay
7,646
Ward, Sue
5,845
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 382,173
Talburt, Marci
76,217
Bryant, Margaret
64,671
Gross, Lynsay
25,705
Gifford, Troy
15,333
4th Qtr Cases 2020 Goal:
175 2020 Actual:
30
17.1%
2020 Cases 2020 Goal:
435 2020 Actual:
139.5
32% 4th Qtr Premium 2020 Goal:
$4,638,994 2020 Actual:
$2,324,015
50% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$7,180,610
63.4%
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 Instructor 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