Oregon Idaho Pioneers October 6, 2016
December 8, 2016
Onboarding Services December hours of operation To better assist you as we close out the year, each Friday in December effective immediately, Onboarding Services will be available from 8 a.m. to 5 p.m. ET. In addition, from Dec. 19 through Dec. 30, Onboarding Services will be available from 8 a.m. to 5 p.m. ET.
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.
Managers…… please mark your calendars: Oregon Idaho Territory Managers Meeting January 19, 2017 8:00 a.m. - 5:00 p.m.
(Validated Case Count) Dirt Logic - Brian Dickson Industrial Steel and Supply Co. - Brian Dickson Milwaukee Crane - Casey Rathmanner GAP Supply Corp. - Don Brink Northwest Pump & Equipment Co. - Don Brink Powder Pure - Don Brink Super Play - Jeff Shipman Hans Nelson & Sons Nursery - Matthew McMuldren 24 7 Professional Solutions - Tara Tandrow ISC Group, LLC - Zara Anne Pines
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
$172,626.34
Isaacson, Stephanie
$164,451.49
McMuldren, Matthew
$69,712.94
Kunkler, Karen
$67,824.26
Kezele, Virginia
$66,672.83
Buschman, Roxana
$65,785.80
Leach, Susan
$59,736.14
Cornman, Darl
$56,222.66
Wollen, Gordon
$51,933.80
Thurston, Derek
$49,758.63
Top 10 Enrollers
YTD (Week 48 Net EN Premium)
Isaacson, Stephanie
$573,298.20
Morgester, Christine
$549,135.37
Buschman, Roxana
$299,536.77
Kunkler, Karen
$287,386.71
Cornman, Darl
$229,354.14
Leach, Susan
$192,317.40
Thurston, Derek
$185,893.60
Gifford, Troy
$154,997.49
Ford, Brook
$142,931.57
Hansen, Brian
$136,929.91
Week 48 Numbers
WTD top 3 DGA’s Thurston, Doug
WTD top 3 ADM’s
$298,285.29 Hillier, Erik
$18,836.16
Cornett, Kevin
$23,797.80 Ford, Brook
$15,378.72
Maxwell, Denise
$20,413.01 Taylor, Mary
$4,988.21
Top 10 Openers
Week 48 Sales
Top 10 Benefit Counselors
WK 48 Net EN Sales Credits
Pines, Zara Anne
$74,568.30
Morgester, Christine
23,301.30
Thurston, Doug
$74,079.06
Isaacson, Stephanie
14,816.49
Brink, Don
$59,310.13
Kunkler, Karen
10,773.01
Bryant, Margaret
$40,686.12
Buschman, Roxana
10,307.23
McMuldren, Matthew
$11,545.92
McMuldren, Matthew
6,592.71
Carlson, Joyce
$7,395.00
Noriega-Arana, Brandon
6,440.02
Wagner, Patrick
$7,353.11
Wollen, Gordon
5,923.55
Mackowiak, Jenna
$7,290.24
Thurston, Derek
5,904.46
Dickson, Brian
$6,667.33
Morrison, Robert
5,038.60
Robinson, Rita
$4,502.64
Leach, Susan
4,608.01
Quarter to Date Numbers (Week 48)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
$954,035.66
Griffeth, Jeff
$188,909.75
Maxwell, Denise
$239,219.63
Ford, Brook
$161,478.65
Kezele, Will
$201,583.33
Hillier, Erik
$75,623.76
Top 15 Openers Brink, Don Pines, Zara Anne Thurston, Doug Bartholomew, Rhonda Bryant, Margaret Tandrow, Tara
QTD-2016 Sales
Top 15 Benefit Counselors
QTD Net Sales Credit
$269,416.33 Morgester, Christine $202,378.63 Isaacson, Stephanie
60419.22
$201,609.78 McMuldren, Matthew $127,757.59 Kunkler, Karen
24399.53
$104,310.21 Kezele, Virginia $90,540.72 Buschman, Roxanna
23335.49
57558.02 23738.49 23025.03
$62,422.56 Leach, Susan $47,285.75 Cornman, Darl
20907.65
$46,065.93 Wollen, Gordon $41,526.90 Thurston, Derek
18176.83
$29,873.56 Griffeth, Tyson $26,134.09 Ford, Brook
16230.66 13336.64
Waldram, Matthew
$25,216.62 Mayes, Brandi $24,706.68 Canals, Gabriel
Cornett, Kevin
$21,188.76 Orton, Jared
12110.57
McMuldren, Matthew Maxwell, Denise Wagner, Patrick Ford, Brook Robison, Mark Griffeth, Jeff Robinson, Rita
19677.93 17415.52 15164.98 12578.06
Year to Date Numbers (Week 48)
YTD Top 3 DGAs by % of Plan
YTD Top 3 ADMs by % of Plan
Kezele, Will
100.5%
Griffeth, Jeff
208.2%
Maxwell, Denise
100.1%
Bringhurst, Steve
168.5%
Thurston, Doug
83.7%
Hillier, Erik
157.0%
Top 15 Openers Brink, Don Pines, Zara Anne Thurston, Doug Bryant, Margaret Dickson, Brian Tandrow, Tara Griffeth, Jeff Bartholomew, Rhonda Mackowiak, Jenna Ford, Brook Bringhurst, Steve Maxwell, Denise Gifford, Troy Cornett, Eric Wagner, Patrick
YTD - 2016 Sales
Top 15 Benefit Counselors
$1,122,823.65 Brink, Don $529,400.24 Ballweber, Theresa $505,581.95 Bryant, Margaret $458,597.91 Pines, Zara Anne
YTD Total Net Sales Credit 628,461.11 346,285.47 311,920.10 291,551.38
$231,629.70 Isaacson, Stephanie $176,008.21 Morgester, Christine
216,824.26
$163,831.75 Dickson, Brian $143,920.84 Gifford, Troy
173,061.31
$116,050.08 Griffeth, Jeff $115,726.69 Ford, Brook
138,447.87
$105,515.82 Buschman, Roxana $105,253.12 Mackowiak, Jenna
110,909.79
$100,815.03 Kunkler, Karen $94,450.42 Tandrow, Tara $87,244.83 Bartholomew, Rhonda
201,364.70 147,774.83 114,727.65 109,961.92 105,151.88 96,805.33 88,052.37
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: 47
57% 4th Qtr Premium 2016 Goal: $3,500,000 2016 Actual: $1,700,000
49% 2016 Cases 2016 Goal: 183 2016 Actual: 198
108% 2016 Premium 2016 Goal: $7,238,000 2016 Actual: $6,100,000
84%
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: 503.416.0440
Benefits of good hard work