Oregon Idaho Pioneers February 14, 2017 October 6, 2016
2018 President’s Club and Leadership Conference 2018 President’s Club St. Regis Bahia Beach Rio Grande, Puerto Rico April 6-9, 2018
2018 Leaders Conference Celebrity Summit Cruise from San Juan, Puerto Rico April 9-14, 2018
Qualify for this trip and spend three nights at the St. Regis Bahia Beach Resort to see all that Rio Grande, Puerto Rico has to offer. Located seaside at the foot of the El Yunque National Forest, this St. Regis property will welcome you to the vibrant culture and old world elegance just minutes away from Old San Juan.
Leaders Conference qualifiers will set sail aboard this privatelychartered ship that is the jewel of Celebrity’s Millennium Class. From San Juan, the ship will visit the most beautiful and exciting ports of call the Caribbean has to offer with stops in St. Maarten, St. Barts, Antigua, and St. Thomas before returning to Puerto Rico.
Qualifiers and their guest will experience this AAA, fivediamond resort offering the utmost in discerning service and superb amenities. The exotic 483-acre community features a fully equipped athletic club, golf, lakes and nature trails, kayaking on the Espiritu Santo River, an oceanfront swimming pool and two miles of beautiful beaches. Make a plan to join us in Puerto Rico, for its rich history and lush green landscapes. From the beach to the mountains, this beautiful location has something for everyone.
Each cabin has a private balcony allowing for breathtaking views of the Caribbean. From the exquisite dining options to the expansive decks with plenty of activity options, this is one cruise ship that will provide its own unique experience. Each port of call has its own unique personality and charm. Vacation like a celebrity with duty-free shopping, water sports, snorkeling on stunning coral reefs and sailing along beautiful beaches.
Health Care Reform Update Colonial Life monitoring potential ACA changes under new administration Updated: 01/31/2017
It seems like just yesterday that we started to get the rules around the Affordable Care Act figured out. Now a new Presidency brings the possibility of change to the health care market. As you know, this type of regulatory uncertainty can dampen and confuse the market, coaxing decision makers into a “wait and see” mode in regard to health plans, as well as supplemental health products. What can we do about it? No matter what changes may take place under the new administration, the underlying need for Colonial Life’s supplemental health products remains the same. Since 2009, deductibles have increased seven times faster than wages. High-deductible health plans (HDHP) have increased by more than 200%, while other types of health plans have declined. This rapid cost shifting continues to leave employees exposed to unexpected health events at a time when the job market is loosening up and retention is top of mind for employers.
So, while you’re making it clear to your clients that our products are simply the best solution for this evolving market, you can be sure that we will be staying on top of regulatory shifts in health care reform. Remember, along with significant change and challenges comes significant opportunity for those willing to reach out and grab it. We will be sending you periodic communications on what any possible regulatory changes will mean to you and your business as you look for ways to capitalize on the new market.
Ascend to the peak of luxury in Colonial Life’s first quarter sales contest. Reps and managers who elevate their sales will climb high into the Blue Ridge Mountains of North Carolina and spend three nights overlooking Asheville at the renowned Grove Park Inn. High-class accommodations await you and your guest, along with breathtaking views, gourmet farm-to-table dining, white water rafting, zipline treetop adventures and much more.
Climb higher in first quarter…and we’ll see you at the top of the mountain June 9-12, 2017! (Contest runs January 1 - April 1, 2017)
New Accounts OREGON OILS - Casey Rathmanner BEAVERTON AUTO - Jeff Shipman
Portland Class Dates February 14 - 16 Opener Class
March 17 ADM Advanced Training
Idaho Class Dates February 21 - 23 Opener Class February 28 Enroller Class
March 8 - 10 DDP
Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)
Questions? Contact RI Gower Talley GTalley@Coloniallife.com or 503.593.8356
Welcome Oregon/Idaho Territory New Agents! Thomas Andrew Gunness
Group Critical Care Marketing Materials New look, but same great product Updated: 02/01/2017
Available now on the online ordering system, you can find the newly branded brochures for Group Critical Care (GCC). The Critical Illness products will follow a similar model as the newer Colonial Life products. The bi-fold “wrapper” brochure describes the need for Critical Illness insurance and one family’s journey. The inserts provide more detailed information about the GCC plans. The wrapper can be used for GCC or Critical Illness 1.0 (CI 1.0). Critical Illness 1.0 plan inserts will be updated later in 2017. In addition to the wrapper and inserts, there is a new health screening brochure that can be used for both GCC and CI 1.0 products. The Building Benefit Rider on GCC is also newly branded. The final piece to round out the portfolio is the Decision maker/Broker brochure, which will be available in March.
Critical Illness Insurance has been proven as one of the largest growing products in the worksite market. The new marketing materials will help you position Colonial Life’s Group Critical Care as we continue to keep our strong foothold in this market. INS # 03-2017
Your Product contacts for this product update are: Rula Kibler, 803.678.6287 or Meredith Robinson, 803.678.6525
This information has been prepared for the training and education of Colonial Life Sales Representatives only. This product information provides a very brief description of some of the important features of this plan. It is not an exact description. Only actual policies can provide detailed information. Any other use of this memo has not been authorized by Colonial Life.
Week 6 Numbers
WTD Top DGA’s
WTD Top ADM’s
Kezele, William
$20,046.12
Thurston, Doug
$13,179.00
Rathmanner, Casey
$6,221
$6,220.56
Taylor, Mary Esther
$2,784
Alley, Mike
Top 15 Openers
Week 5 Sales
Hansen, Brian
$19,204.92
Thurston, Doug
$4,961.82
Shipman, Jeff
$2,789.52
Wolden, Julie
$1,615.32
Waldram, Matthew
$1,361.40
Maxwell, Denise
$1,336.64
Stubbs, Jason
$1,069.20
Brink, Don
$1,011.65
Griffeth, Jeffrey
Top 15 Benefit Counselors
$19,205
WK 5 Net EN Sales Credits
Hansen, Brian
4,582.60
Jones, Eric
2,758.47
Leach, Susan
1,945.39
Gifford, Troy
1,399.47
Kunkler, Karen
1,092.65
Griffeth, Tyson
739.66
Cornman, Darl
714.63
Waldram, Matthew
476.49
Buschman, Roxana
463.72
Turner, Steven
403.41
Groshong, Gordon
$903.24
Dickson, Brian
$900.84
Mackowiak, Jenna
374.22
Winn, Riley
$620.40 Stubbs, Jason $586.62 Taylor, Mary Esther
Kezele, William
$546.77 Warner, Malorie
294.43
Bringhurst, Steve
$471.24 Winn, Riley
273.76
Kezele, Virginia
$294.43 Wolden, Julie
220.41
354.27
Quarter to Date Numbers (Week 6)
QTD Top 3 DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Kezele, William
43.2%
Griffeth, Jeffrey
77.2%
Alley, Mike
43.0%
Rathmanner, Casey
52.4%
Bringhurst, Steve
39.4%
Griffin, Jeffrey
33.0%
Top 15 Openers Brink, Don
QTD-2017 Sales
Top 15 Benefit Counselors
$1,378,944.08 Isaacson, Stephanie
QTD Net Sales Credit 18421.79
Pines, Zara Anne
$624,230.00 Hansen, Brian
7767.44
Thurston, Doug
$598,963.47 Kunkler, Karen
7492.17
Bryant, Margaret
$443,279.63 Leach, Susan
7133.29
Tandrow, Tara
$196,337.13 Buschman, Roxana
6811.01
Waldram, Matthew
$192,129.60 Dickson, Brian
5744.38
Kezele, William
$168,987.94 Gifford, Troy
4505.91
Bartholomew, Rhonda
$126,865.46 Jones, Eric
3787.32
Dickson, Brian
$110,965.02 Ramirez, Edward
3596.79
Ford, Brook
$99,941.76 Waldram, Matthew
3533.37
Cornett, Eric
$91,849.42 Morgester, Christine
3430.03
Jones, Eric
$89,757.36 Canals, Gabriel
3062.86
Wagner, Patrick
$86,076.39 Brink, Don
2608.34
Griffeth, Jeffrey
$85,370.10 Wolden, Julie
2595.69
Maxwell, Denise
$73,466.04 Morris, Ronald
2364.65
FEBRUARY 2017 SUN
MON
TUE
WED
THU
FRI
SAT
1
2
3
4
Call Clinic 8 - 12 NOON 5
6
7
8
9
10
11
Territory Wide Race Event
AMP/ Call Clinic 1 - 5 pm 12
13
Call Clinic 8 - 12 NOON 14
15
16
17
Opener Class—Lake Oswego
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm 19
20
18 Qtrly ADM Advanced Training
Valentine’s Day
Call Clinic 8 - 12 NOON 21
22
23
24
Opener Class—Boise, ID
AMP/Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm 26
27
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
Call Clinic 8 - 12 NOON 28 Idaho Harmony Training
25
MARCH 2017 SUN
MON
TUE
WED
THU
FRI
SAT
1
2
3
4
Call Clinic 8 - 12 NOON 5
6
7
8
9
10
11
Territory Wide Race Event
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm 12
13
DDP
Call Clinic 8 - 12 NOON 14
15
16
17
18
St. Patrick’s Day
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm 19
20
21
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm 26
Call Clinic 8 - 12 NOON
27
23
Blazers Broker Event/ Training 2 PM
28
AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm
22
24
Call Clinic 8 - 12 NOON 29
30
31
Call Clinic 8 - 12 NOON
25
1st Qtr Case 2017 Goal: 49 2017 Actual: 13
27% 2017 Cases 2017 Goal: 259 2017 Actual: 13
5% 1st Qtr Premium 2017 Goal: $1,610,000 2017 Actual: $390,900
24% 2017 Premium 2017 Goal: $7,931,000 2017 Actual: $390,900
5%
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
BENEFITS OF GOOD HARD WORK