Newsletter Feb 26, 2019

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