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.
We’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 DGA’s
WTD Top ADM’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. Patrick’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