Feb. 8, 2022 Newsletter

Oregon Idaho SW WA Pioneers Feb 8, 2022

80’s Flashback—National Mondays Matter at the Territory Office The Naugle District: Ty, Paula Darling, John Curry, Tiffany Webb and Abigail Weiland

New agent Tiffany Webb using one of her many spins. Tiffany set 4 DMs and won $425 in spins!

(Last spin was a double) The CORE Team gets into the spirit! Eric, Nate, Kimberly and Stefanie.

C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government

New Cases Opened This Week: Don Brink Paula Darling Troy Gifford CG Brian Pate Joe Runtz

Tiffany Webb

Welcome new DGA Corri Attebery!

Corrine was born and raised in Southern Oregon, a proud wife, and mother to five children and two large dogs that think they are lap dogs. She loves to travel to experience new places as well as spend quality time with her family. She always has wanted to help people and believes in what we do. Corrie started her career as a receptionist for a mortgage company doing the one thing she never wanted to do … sit behind a desk. Ten years later she was managing the same office. At this point she decided it was time to go back to school and get a degree in massage therapy. Corri started a janitorial business so she could work nights and go to school during the day. For the next year she kept this schedule, finishing a two-year massage therapy program in one year. Corri spent the next eight years perfecting her skill as a Medical Massage Therapist and was about to enter a direction of educating other therapists on a national level, however, life had other plans. Corri and her husband adopted two girls that they’ve known since they were toddlers. At that point, she closed her practice and became a full-time home school mom. As the kids grew more independent with their studies, she was able to take on more responsibilities in their familyowned insurance brokerage, and with six years of recruiting administration and management experience in the insurance business, Corri finally decided to take the next step and get her Health and Life Insurance License.

Last year, after watching how Colonial navigated their way through Covid and how we supported our agents, she decided that signing on with Colonial was her best next move. As an ADM, Corri has achieved Sales Plan all but one quarter, all the while building and growing her own team, while training and assisting other ADM’s and agents alike. In Corri’s words, “I am very honored and thankful to accept the DGA position for the Southern Oregon area. I have a great team at my side and I’m excited to see the accomplishments our hard work will produce in the coming years. The best part is, I’m still getting to help people and I’m not stuck behind a desk watching the world go by for eight hours a day.”

2022 First Quarter Sales Contest Big Sky in July is where your hot start in 2022 can bring you a blast of cool mountain air this summer. Find out how you can qualify for our luxurious first quarter contest trip to the spectacular beauty of Big Sky, Montana. Visit Propr for complete details.

2023 PRESIDENT'S CLUB AND LEADERS CONFERENCE GREECE, WELCOME ABOARD 2023 President's Club Four Seasons Astir Palace Hotel Athens, Greece May 6-8, 2023 Qualify for the 2023 President’s Club and experience two nights of world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of ancient civilization in Athens’ historical city center.

Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more.

2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 8-14, 2023 Qualify for this trip and you’ll watch the Aegean Sea from your private balcony on the allsuite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss.

Make sure you have plans to qualify for the voyage of a lifetime!

Week to Date Numbers (as of Week 5)

Top 15 Benefit Counselors

WK 5 Net Sales Credits

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Kinney, David

5,389

Kinney, David

15,872

Losada Monroy, Raquel

4,218

Kunkler, Karen

8,307

Bryant, Margaret

3,729

Isaacson, Stephanie

7,440

Weiland, Abigail

3,524

Losada Monroy, Raquel

6,911

Gifford, Troy

2,488

Bryant, Margaret

5,313

Snider, Jason

2,414

Maccabee, Amber

4,559

Kunkler, Karen

2,239

Snider, Jason

4,448

Talburt, Marci

2,164

Weiland, Abigail

3,871

Bringhurst, Angela

1,594

Talburt, Marci

3,559

Maccabee, Amber

1,069

Gifford, Troy

3,315

Stubbs, Jason

907

Buschman, Roxana

3,047

DuPriest, Kathy

812

Lane, Michael

2,600

Runtz, Joe

714

Wollen, Gordon

1,798

Camarata, Tim

555

Bringhurst, Angela

1,728

Wollen, Gordon

402

Paula, Odessa

1,290

Week to Date Numbers (as of Week 5)

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Kinney, David

15,872

Kunkler, Karen

Top 5 Coordinators

WK 5 Net Sales Credits

Bryant, Margaret

3,916

8,307

Talburt, Marci

2,800

Isaacson, Stephanie

7,440

Gifford, Troy

711

Losada Monroy, Raquel

6,911

Ballweber, Theresa

578

Bryant, Margaret

5,313

Bringhurst, Angela

455

Maccabee, Amber

4,559

Snider, Jason

4,448

Weiland, Abigail

3,871

Talburt, Marci

3,559

Gifford, Troy

3,315

Ballweber, Theresa

Buschman, Roxana

3,047

Talburt, Marci

5,973

Lane, Michael

2,600

Bryant, Margaret

5,183

Wollen, Gordon

1,798

Gifford, Troy

884

Bringhurst, Angela

1,728

Plunkett, Amanda

608

Paula, Odessa

1,290

Top 5 Coordinators

Top 5 Coordinators Ballweber, Theresa

QTD Total Net Sales Credit 14,209

YTD Total Net Sales Credit 14,209

Talburt, Marci

5,973

Bryant, Margaret

5,183

Gifford, Troy

884

Plunkett, Amanda

608

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

2022 Cases 2022 Actual:

9 cases

1st Qtr Premium 2022 Goal:

$1,504,000 2022 Actual:

$390,380

25.9% 2022 Premium 2022 Goal

$9,950,000 2022 Actual:

$390,380

3.9%

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

Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@coloniallife.com

Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@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