Feb 21, 2023 Newsletter

Page 1

WANT TO CASH IN, WHILE BUILDING YOUR PIPELINE?

JOIN TOM CHAMBERS AND YOUR FELLOW PIONEERS ON OUR WEDNESDAY POWER HOUR, 9-10 am PST.

THE JACKPOT CURRENTLY STANDS AT $310, WITH 6 MORE WEEKS TO BUILD IT UP. WILL YOU BE THE BIG WINNER???

New Cases Opened This Week:

Trevor Lane

Joe Runtz

Krista Runtz C

C = Construction

M = Manufacturing

W = Wholesale

G = Grocery

CG = City Government

E = Educator

2024 PRESIDENT'S CLUB AND LEADERS CONFERENCE

2024 President’s Club

March 4–6

The Reserve at Grand Hyatt Baha Mar

The Bahamas

President’s Club qualifiers will experience Paradise Found the moment they arrive at The Reserve within the Grand Hyatt Baha Mar in The Bahamas. This exclusive hotel within the Grand Hyatt resort takes luxury to the next level, including authentic Bahamian service, a private lounge and special amenities.

Floor-to-ceiling windows provide incomparable views of the gorgeous island scenery from every room, just steps away from sun-soaked sand beaches and pristine blue waters. This opulent resort offers endless options for relaxation or adventure, from pools to the spa, and from the onsite casino to a private wildlife sanctuary not to mention dozens of diningoptionsforfreshlocaland internationalcuisine.

2024 Leaders Conference

March 6–11

Grand Hyatt Baha Mar

The Bahamas

The Grand Hyatt Baha Mar in The Bahamas will welcome 2024 Leaders Conference qualifiers ready to find their paradise. This spectacular oceanfront resort offers breathtaking views from every room and the ultimate in luxurious service.

Tempt your palate with fresh local and international cuisine at more than 45 dining options in or near the hotel including the resort’s private food trucks, right on the sand. Enjoy sunset from the rooftop cocktail bar or stop by the jazz bar with live music. There’s no need to leave the resort to experience the glamour of the largest casino in the Bahamas, the 15-acre beachfront waterpark, or the resort’s private wildlife sanctuary.

Week to Date Numbers (as of Week 7)

Names in blue denote agents within first 52 weeks.

Top 15 Openers Week 7 Sales Brink, Don $21,763.46 Campbell, Branden $9,494.34 Runtz, Krista $7,233.72 Lane, Trevor $4,553.04 Taylor, Mary $2,972.71 Maccabee, Amber $2,878.98 Ballweber, Theresa $1,964.16 Gifford, Troy $1,873.05 Otis, Shawn $1,622.64 Ray, Carrie $1,291.98 Taylor, Todd $996.50 Waldram, Matt $818.64 Bryant, Margaret $605.25 Day, Terra $520.44 Erickson, Cagney $484.20
Top DGA’s Thurston, Doug $46,459.68 Runtz, Joe $11,395.20 Marquess, Rick $7,043.10 WTD TopADM’s Canals, Gabriel $11,343.48 Wallace, Andrew $7,233.72 Weiland, Abigail $5,845.02 Top 15 Benefit Counselors WK 7 Net Sales Credits Isaacson, Stephanie 4,130 Smith, Pamela 2,915 Maccabee, Amber 2,634 Leach, Susan 1,810 Runtz, Krista 1,279 Hadlock, Melissa 846 Miller, Tricia 634 Kinney, David 591 Gifford, Troy 570 Otis, Marci 568 Camarata, Tim 527 Morgester, Christine 362 Waldram, Matt 287 Black, William 209 Taylor, Todd 172

Quarter to Date Numbers (as of Week 7)

QTD Top DGA’s by % of Plan Naugle, Ty 57.1% Marquess, Rick 55.4% Maxwell, Denise 50.6% QTD TopADM’s by % of Plan Curry, John 61.2% Stubbs, Jason 49.4% Weiland, Abigail 48.7% Top 15 Openers QTD - 2023 Sales Brink, Don $193,961.87 Bryant, Margaret $63,959.96 Ballweber, Theresa $32,157.27 Weiland, Abigail $20,338.70 Kirk, Elliot $11,612.28 Waldram, Matt $10,814.04 Curey, Jacob $9,797.88 Taylor, Mary $8,774.48 Ray, Carrie $8,015.21 Maccabee, Amber $7,568.88 Gifford, Troy $7,517.44 Runtz, Krista $7,333.90 Erickson, Cagney $7,000.92 Bilgen, Lisa $6,281.43 Mitchell, Jeff $5,510.76 Top 15 Benefit Counselors QTD Total Net Sales Credit Isaacson, Stephanie 17,596 Losada Monroy, Raquel 14,035 Maccabee, Amber 10,996 Hadlock, Melissa 8,934 Miller, Tricia 8,504 Kinney, David 7,312 Smith, Pamela 6,443 Sweeney, Jerry 4,883 Gifford, Troy 4,121 Waldram, Matt 3,785 Buschman, Roxana 3,460 Weiland, Abigail 2,309 Leach, Susan 2,213 Cottle, Craig 2,201 Peterson, Kimberly 2,007
YTD Top DGA’s by % of Plan Naugle, Ty 8.6% Runtz, Joe 7.6% Marquess, Rick 7.0% YTD TopADM’s by % of Plan Weiland, Abigail 10.1% Jones, Amanda 9.2% Stubbs, Jason 6.9% Top 15 Openers YTD - 2023 Sales Brink, Don $193,961.87 Bryant, Margaret $63,959.96 Ballweber, Theresa $32,157.27 Weiland, Abigail $20,338.70 Kirk, Elliot $11,612.28 Waldram, Matt $10,814.04 Curey, Jacob $9,797.88 Taylor, Mary $8,774.48 Ray, Carrie $8,015.21 Maccabee, Amber $7,568.88 Gifford, Troy $7,517.44 Runtz, Krista $7,333.90 Erickson, Cagney $7,000.92 Bilgen, Lisa $6,281.43 Talburt, Marci $6,218.83 Top 15 Benefit Counselors YTD Total Net Sales Isaacson, Stephanie 17,596 Losada Monroy, Raquel 14,035 Maccabee, Amber 10,996 Hadlock, Melissa 8,934 Miller, Tricia 8,504 Kinney, David 7,312 Smith, Pamela 6,443 Sweeney, Jerry 4,883 Gifford, Troy 4,121 Waldram, Matt 3,785 Buschman, Roxana 3,460 Weiland, Abigail 2,309 Leach, Susan 2,213 Cottle, Craig 2,201 Peterson, Kimberly 2,007
Year to Date Numbers (as of Week 7)
Date Numbers (as of Week
Top 5 Coordinators WK 7 Net Sales Credits Ballweber, Theresa 3,113 Talburt, Marci 1,194 Bonner, Lynn 652 Gifford, Troy 245 Thompson, Maleena 98 Top 5 Coordinators QTD Total Net Sales Credit Ballweber, Theresa 23,092 Talburt, Marci 8,263 Bryant, Margaret 4,678 Bonner, Lynn 2,077 Gifford, Troy 1,156 Top 5 Coordinators YTD Total Net Sales Credit Ballweber, Theresa 23,092 Talburt, Marci 8,263 Bryant, Margaret 4,678 Bonner, Lynn 2,077 Gifford, Troy 1,156
Year to
7)
2023 Cases 2023 Goal: 208 2023 Actual: 10 cases 4.8% 1st Qtr Premium 2023 Goal: $1,636,003 2023 Actual: $690,107 42.1% 2023 Premium 2023 Goal $12,770,000 2023 Actual: $690,107 5.4% 1st Qtr Cases 2023 Goal: 24 2023 Actual: 10 41.6%

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

Kimberly Dustin

Regional Broker Manager

503-798-3162 (cell)

Kdustin@ColonialLife.com

Colton Phillips

Recruiting Consultant

530-440-8514 (cell)

CPhillips@ColonialLife.com

Tom Chambers

Territory Sales Trainer

503-706-2099 (cell)

TChambers@ColonialLife.com

Main Line: 503.416.0550

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035

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