Oregon Idaho Pioneers Feb 26, 2018 October 6, 2016
Oregon/Idaho Pioneers, If you haven’t seen the new video highlighting the Agent Assist App, here is the link. We are strongly encouraging everyone to use this App, so please watch the video, and if you still have questions, please contact Gower Talley. Here is the link: https://player.vimeo.com/video/317471814
New Cases Opened This Week: Margaret Bryant Hugo Granja Flores Jan Myers Jared Pratt Carrie Ray Derek Thurston
“A journey is best measured in friends rather than miles.” – Tim Cahill
President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations. Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property. Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise. “Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!
February Classes Opener Class Idaho February 5 – 7 8 am – 5 pm
March Classes Opener Class March 5 - 7 8 am – 5 pm
Enroller Class in Eugene, OR March 12 - 13 8 am – 5 pm
FOR DETAILS, SEE PROPR
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 8)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$94,591.56
Jan Myers
$18,431.88
Ricca, Lance
$18,899.88
Canals, Gabriel
$17,815.62
Alley, Mike
$18,774.00
Rathmanner, Casey
$15,717.88
Top 15 Openers
Week 8 Sales
Top 15 Benefit Counselors
WK 8 Net Sales Credits
Thurston, Doug
$39,927.57 Isaacson, Stephanie
8,711
Bryant, Margaret
$19,633.23 Myers, Jan
5,322
Jan Myers
$18,431.88 Day, Terra
4,161
Ray, Carrie
$8,801.64 Losada Monroy, Raquel
4,091
Thurston, Derek
$8,407.44 Buschman, Roxana
2,769
Bringhurst, Angela
$7,671.84 Gray, Jeff
2,215
Gray, Jeff
$6,329.64 Weiland, Abigail $3,543.24 Bringhurst, Angela
2,212
$3,450.58 Peterson, Kimberly $3,114.60 Granja Flores, Hugo
1,748
$2,721.18 Leach, Susan $2,287.59 Fleener, Lois
1,164
Granja Flores, Hugo Brink, Don Weiland, Abigail Grimes, Stan Pratt, Jared Fleener, Lois
$2,275.17 Kramer, Cassandra $2,193.00 Ray, Carrie
Ballweber, Theresa
$1,941.84
Losada Monroy, Raquel
Kunkler, Karen
2,005 1,240 1,067 988 956 846
Quarter to Date Numbers (as of Week 8)
QTD Top DGA’s by % of Plan Alley, Mike
102.0%
QTD Top ADM’s by % of Plan Rathmanner, Casey
107.8% 104.9%
Cornett, Kevin
95.2%
Bilgen, Lisa
Thurston, Doug
79.4%
Canals, Gabriel
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
79.8%
QTD Total Net Sales Credit
Thurston, Doug
$225,863.11 Isaacson, Stephanie
39,320
Bryant, Margaret
$112,261.91 Liddell, Billy
32,808
Brink, Don
$83,706.93 Day, Terra
18,977
Kartub, Doug
$42,494.88 Losada Monroy, Raquel
13,735
Cornett, Kevin
$35,157.42 Husen, Kayla
10,497
Campbell, Branden
$26,200.20 Leach, Susan
9,770
Bringhurst, Angela
$25,421.76 Gray, Jeff
8,609
Gray, Jeff
$24,307.50 Rasmussen, Kelley $23,783.01 Campbell, Branden
8,533
$23,372.49 Weiland, Abigail $23,140.51 Parsons, Katherine
7,820
$21,930.45 Ford, Brook $21,307.92 Wollen, Gordon
7,610
$19,403.15 Kunkler, Karen $16,911.54 Myers, Jan
6,019
Ballweber, Theresa
Ray, Carrie Rathmanner, Casey Masjuan, Jose Luis Ford, Brook Myers, Jan Pines, Zara
7,904 7,778 6,180 5,992
Year to Date Numbers (as of Week 8)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
11.8% Bilgen, Lisa
13.4%
Thurston, Doug
10.9% Jones, Eric
12.0%
Alley, Mike
10.9% Rathmanner, Casey
11.2%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Thurston, Doug
$224,309.30
Isaacson, Stephanie
39,320
Bryant, Margaret
$116,480.38
Liddell, Billy
32,808
Brink, Don
$83,186.90
Day, Terra
18,977
Kartub, Doug
$42,494.88
Losada Monroy, Raquel
13,735
Cornett, Kevin
$35,157.42
Husen, Kayla
10,497
Campbell, Branden
$26,200.20
Leach, Susan
9,770
Bringhurst, Angela
$25,421.76
Gray, Jeff
8,609
Gray, Jeff
$24,307.50
Rasmussen, Kelley
8,533
Ballweber, Theresa
$23,783.01
Campbell, Branden
7,904
Ray, Carrie
$23,372.49
Weiland, Abigail
7,820
Rathmanner, Casey
$23,061.58
Parsons, Katherine
7,778
Masjuan, Jose Luis
$21,785.01
Ford, Brook
7,610
Myers, Jan
$19,308.35
Wollen, Gordon
6,180
Pines, Zara
$16,729.74
Kunkler, Karen
6,019
Thurston, Derek
$14,296.26
Myers, Jan
5,992
Year to Date Numbers (as of Week 8)
Top 5 Coordinators
WK 8 Net Sales Credits
Ballweber, Theresa
7,888
Ward, Sue
1,895
Talburt, Marci
1,631
Bryant, Margaret
809
Bringhurst, Angela
767
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
56,727
Talburt, Marci
13,374
Gross, Lynsay
4,743
Jones, Eric
4,094
Bryant, Margaret
3,549
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
56,727
Talburt, Marci
13,374
Gross, Lynsay
4,743
Jones, Eric
4,094
Bryant, Margaret
3,549
1st Qtr Cases 2019 Goal:
49 2019 Actual:
39
79.5%
2019 Cases 2019 Goal:
376 2019 Actual:
39
10.3%
1st Qtr Premium 2019 Goal:
$1,517,000 2019 Actual:
$1,126,876
74.2% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$1,126,876
9.7%
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
Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550