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Feb 28 newsletter

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Oregon Idaho Pioneers February 28, 2017 October 6, 2016


February 20 – March 3 Important Dates:

Week of February 20: RACE kickoff March 3: RACE wrap-up March 8: RACE numbers are due via the RACE reporting app

March 13: Territory winners announced Home Office RACE Contest: This year, we will continue with the two prize structures introduced last year with a few changes: Territory Prizes: Similar to last year, this will be based on prospecting activity and each territory is awarded a $100 prize winner.

This will be decided by home office based on the RACE reporting app results. Territory winners will be announced March 13. National Prizes: Top three agents in new direct sales under 50 lives during the three weeks post event will win:

1st Place: $1,500 2nd Place: $1,000 3rd Place: $500 - All prizes are awarded through a compensation bonus. Tracking: Don’t forget to track through the RACE reporting app! To qualify for territory and national prizes, agents MUST report through this app. Home office will pull activity results for the entire duration of the RACE event and apply the following point system: Dial: 1 point Drop: 3 points Appointments: 5 points Master app: 25 points National winners – sales will be tracked in new direct cases <50 lives for three weeks post event. Reporting will be provided weekly like last year.


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.


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.

Weâ&#x20AC;&#x2122;ll see you at the top of the mountain June 9-12, 2017! (Contest runs January 1 - April 1, 2017)


Portland Class Dates March 15 - 17 DDP April 4 - 5 Enroller Class April 11 - 13 Opener Class April 28 New Agent Advanced Training

Idaho Class Dates April 25 - 26 Enroller Class 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! Traci Dawn Cole Jeremy Watson METAL CRAFT FABRICATION INC Margaret Bryant VOTION Stan Grimes


Week 8 Numbers

WTD Top DGAâ&#x20AC;&#x2122;s

WTD Top ADMâ&#x20AC;&#x2122;s

Thurston, Doug

$60,322

Griffeth, Jeff

$14,703

Kezele, William

$14,703 Ford, Brook

$10,889

Maxwell, Denise

$12,092 Jones, Eric

$4,876

Top 15 Openers

Week 8 Sales

Top 15 Benefit Counselors

WK 8 Net EN Sales Credits

Bryant, Margaret

$15,488

Hansen, Brian

$14,703

Thurston, Doug

$14,503

Brink, Don

$11,277

Ford, Brook

$10,613

Jones, Eric

$4,876

Pines, Zara Anne

$4,784

Wagner, Patrick

$3,356

Durre, Michael

$2,277

Grimes, Stan

$2,188

Fierstos, Suzanna

$2,016 Sparks, Jonathan $1,172 Durre, Michael

1,125

Rathmanner, Casey

$916 Fierstos, Suzanna

706

Myers, Jan

$838 Wagner, Patrick

667

Wolf, Bennett

$486 Winn, Riley

529

Winn, Riley

Morgester, Christine

4,573

Isaacson, Stephanie

4,096

Kunkler, Karen

3,158

Hansen, Brian

3,085

Buschman, Roxana

3,023

Ford, Brook

2,442

Leach, Susan

2,146

Gifford, Troy

2,061

Jones, Eric

1,707

Wollen, Gordon

1,665

797


Quarter to Date Numbers (as of week 8)

QTD Top 3 DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Kezele, William

66.1%

Griffeth, Jeff

Bringhurst, Steve

56.8%

Rathmanner, Casey

68.1%

Alley, Michael

55.9%

Jones, Eric

45.9%

Top 15 Openers

QTD-2017 Sales

Top 15 Benefit Counselors

108.9%

QTD Net Sales Credit

Brink, Don

$79,535 Isaacson, Stephanie

25,225

Hansen, Brian

$72,124 Hansen, Brian

14,472

Pines, Zara Anne

$50,140 Kunkler, Karen

11,046

Bryant, Margaret

$41,851 Buschman, Roxana

9,963

Thurston, Doug

$41,138 Leach, Susan

9,643

Dickson, Brian

$21,082 Morgester, Christine $20,633 Gifford, Troy

8,652

$13,575 Dickson, Brian $11,150 Jones, Eric

5,744

$10,791 Ramirez, Edward $7,624 Waldram, Matthew

4,167

Griffeth, Tyson Jones, Eric Ford, Brook Waldram, Matthew Taylor, Mary

7,588

5,713

3,983 3,823

Morris, Ronald

$7,431 Ford, Brook $7,054 Wollen, Gordon

Shipman, Jeffrey

$6,604 Canals, Gabriel

3,158

Rathmanner, Casey

$6,481 Morris, Ronald

2,935

Ramirez, Edward

3,227


March 2017 Sun

Mon

Tue

Wed 1

Thu 2

Fri 3

Sat 4

25 Sales Days Left in Q1! 5

6

Call Clinic 8 - 12 NOON

7

8

9

10

11

Territory Wide Race Event

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

12

19

26

Daylight Saving Time Begins

13

Call Clinic 8 - 12 NOON

14

15

16

17

18

DDP - Lake Oswego St. Patrickâ&#x20AC;&#x2122;s Day

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

20

Call Clinic 8 - 12 NOON

21

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

27

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

22

23

Blazers Broker Event/ Training 2 PM

28

24

Call Clinic 8 - 12 NOON

29

30

31

Call Clinic 8 - 12 NOON

25


April 2017 Sun

Mon

Tue

Wed

Thu

Fri

Sat 1

2

3

4

5

6

7

8

Territory Wide Race Event

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

9

10

Harmony Training (Lake Oswego)

Call Clinic 8 - 12 NOON

11

12

13

14

15

Direct Marketing Training (Lake Oswego)

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

16

17

Passover

Call Clinic 8 - 12 NOON

18

DDP

19

20

21

22

Passover

23

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

24

Call Clinic 8 - 12 NOON

25

26 Idaho Harmony Training

AMP/ Call Clinic 1 - 5 pm/ Recruiting Call Blitz 4 - 6 pm

30

27

28

29 New Agent Advanced Training

Call Clinic 8 - 12 NOON


1st Qtr Case 2017 Goal:

49 2017 Actual:

16

33% 2017 Cases 2017 Goal:

259 2017 Actual:

16

6% 1st Qtr Premium 2017 Goal:

$1,610,000 2017 Actual:

$527,900

33% 2017 Premium 2017 Goal

$7,931,000 2017 Actual:

527,900

7%


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


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Feb 28 newsletter by Eric Weiland - Issuu