Oregon Idaho SW WA Pioneers Feb 11, 2021
NEW CASE COUNT GUIDELINES Effective immediately, Home Office will give existing groups that were unreworked for 2+ years a case credit mark towards QTD & YTD bonuses. The premium written will still be considered existing. In order to qualify, $5,000 of existing sales must be written to qualify for case credit. You would not need to request case credit for these. These case ‘tick’ marks will be added by Sales Info at the end of every quarter. The $5k requirement is only for accounts that fall in between the 2-5 year threshold. The normal 5+ year un-reworked case count accounts will still need to be requested as normal via email as these accounts will also be given new account premium and will still operate based off the normal $2,500 requirement to achieve case credit. Another offering for all of 2021 is Double Case Count in the following three areas: Construction, Wholesale and Manufacturing For further information, please contact your CORE Team.
FOR SALE: DESK CONTACT DON BRINK AT Don.Brink@coloniallifesales.com
New Cases Opened This Week: Leslie Scheppegrell
2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights. Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.
2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches. Make plans now to qualify and experience the Aloha Spirit in 2022!
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 5)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$65,009.43
Vann, Todd
$8,211.48
Cornett, Kevin
$8,211.48
Canals, Gabriel
$2,654.34
Marquess, Rick
$2,219.64
Taylor, Mary
$2,219.64
Top 15 Openers
Week 5 Sales
Top 15 Benefit Counselors
WK 5 Net Sales Credits
Brink, Don
$37,325.31 Kunkler, Karen
7,280
Bryant, Margaret
$10,124.00 Miller, Tricia
2,297
Scheppegrell, Leslie
$8,211.48 Greenwald, Ben
2,206
Daniels, Joel
$1,434.96 Bryant, Margaret
2,096
Bilgen, Lisa
$1,264.14 Scheppegrell, Leslie
1,826
Taylor, Mary
$1,049.19 Vann, Todd
1,307
Griffeth, Jeff
$893.62 Peterson, Kimberly
786
Ballweber, Theresa
$641.55 Isaacson, Stephanie
640
Gurney, Brenda
$478.44 Daniels, Joel
502
Weiland, Abigail
$418.41 Campbell, Branden
486
Kunkler, Karen
$361.39 Losada Monroy, Raquel
409
Maccabee, Amber
$328.14 Wilson, Wade
376
Wolden, Julie
$308.88 Taylor, Mary
360
Thurston, Derek
$143.34 Bringhurst, Angie
290
Taylor, Todd
274.39
Quarter to Date Numbers (as of Week 5)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Maxwell, Denise
40.2%
Vann, Todd
74.7%
Cornett, Kevin
37.2%
Daniels, Joel
30.8%
Thurston, Doug
34.0%
Canals, Gabriel
25.1%
Top 15 Openers
QTD - 2020 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$77,003.37 Kunkler, Karen
22,401
Bryant, Margaret
$23,599.62 Brink, Don
7,360
Scheppegrell, Leslie
$18,672.36 Miller, Tricia
4,797
Ford, Brook
$12,828.12 DuPriest, Kathy
4,746
Waldram, Matt
$7,687.08 Losada Monroy, Raquel
3,749
Daniels, Joel
$6,409.92 Greenwald, Ben
3,208
Thurston, Derek
$6,070.74 Isaacson, Stephanie
3,186
Ray, Carrie
$5,989.02 Waldram, Matt
2,690
Ballweber, Theresa
$5,591.73 Ford, Brook
1,966
Jones, Amanda
$5,118.96 Scheppegrell, Leslie
1,826
Day, Terra
$5,025.00 Gifford, Troy
1,646
Bilgen, Lisa
$4,780.38 Vann, Todd
1,640
Taylor, Mary
$4,254.13 Bryant, Margaret
1,586
Robison, Mark
$4,190.22 Daniels, Joel
1,525
Myers, Jan
$3,484.88 Campbell, Branden
1,378
Year to Date Numbers (as of Week 5)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
7.3% Vann, Todd
9.3%
Maxwell, Denise
5.0% Daniels, Joel
4.7%
Thurston, Doug
4.2% Taylor, Mary
3.4%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$72,839.39
Kunkler, Karen
Bryant, Margaret
$25,399.77
Brink, Don
7,360
Scheppegrell, Leslie
$18,672.36
Miller, Tricia
4,797
22,401
Waldram, Matt
$7,687.08
DuPriest, Kathy
4,746
Daniels, Joel
$6,409.92
Losada Monroy, Raquel
3,749
Ray, Carrie
$5,989.02
Greenwald, Ben
3,208
Ballweber, Theresa
$5,556.63
Isaacson, Stephanie
3,186
Jones, Amanda
$5,118.96
Waldram, Matt
2,690
Day, Terra
$4,954.35
Ford, Brook
1,966
Bilgen, Lisa
$4,911.33
Scheppegrell, Leslie
1,826
Thurston, Derek
$4,619.40
Gifford, Troy
1,646
Robison, Mark
$4,190.22
Vann, Todd
1,640
Taylor, Mary
$3,529.01
Bryant, Margaret
1,586
Myers, Jan
$3,484.88
Daniels, Joel
1,525
Sweeley, Chad
$2,734.88
Campbell, Branden
1,378
Year to Date Numbers (as of Week 5) Top 5 Coordinators
WK 5 Net Sales Credits
Ballweber, Theresa
3,870
Bryant, Margaret
1,046
Scheppegrell, Leslie
522
Greenwald, Ben
209
Ward, Sue
196
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
11,154
Talburt, Marci
2,862
Bryant, Margaret
2,575
Gross, Lynsay
2,353
Ward, Sue
1,424
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
11,154
Talburt, Marci
2,862
Bryant, Margaret
2,575
Gross, Lynsay
2,353
Ward, Sue
1,424
1st Qtr Cases 2021 Goal:
29 2021 Actual:
7
24.1%
2021 Cases 2021 Goal:
203 2021 Actual:
7
3.4% 1st Qtr Premium 2021 Goal:
$1,489,000 2021 Actual:
$368,425
24.7% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$368,425
3.8%
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
Kane Maidment Territory Sales Trainer 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@coloniallife.com
Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550