Jan 29, 2019 Newsletter

Oregon Idaho Pioneers Jan 29, 2018 October 6, 2016

In addition to our usual Monday activity, please remember Colonial Life’s new Learning Gives Back program.

- Colonial Life will donate $5 for each employee who meets with a benefits counselor during the enrollment in Q1 - The donation will go to Children’s Miracle Network for approved account For more information, please visit https://my.coloniallife.com/producers/Marketing/Get%20Wo rking%20Conditions/Charitable%20Giving

President's Club Auberge Mauna Lani March 6-9, 2020 Aloha! The big island of Hawaii will welcome 2020 President’s Club qualifiers with an experience at one of Hawaii’s finest resorts. The Auberge Mauna Lani is located along the exclusive, sun-drenched Kohala Coast. Thirty oceanfront acres and three miles of shoreline provide a picturesque backdrop to your luxury accommodations.

Explore the area on ATVs, hike through gorgeous waterfalls, tour local volcanoes, take a deep-sea fishing expedition and more. You won’t want to miss the opportunity to soak in the sun and unwind at this newly-renovated property.

Leaders Conference Grand Hyatt Kauai Resort and Spa March 9-14, 2020 The beachfront beauty of the Grand Hyatt Kauai Resort and Spa will leave Leaders Conference attendees speechless as they gaze out onto the white sands of Poipu. Nestled between lush mountains and calming seas, this resort will be the perfect escape for well-deserving qualifiers. Explore beyond the luxury of this resort to the majestic Garden Island, while finding natural waterfalls, scenic drives and more than 60 beaches dotting the landscape of this pristine paradise.

“Catch the Wave” and ride it into the lap of luxury on the Big Island and Kauai, Hawaii!

RACE to Mondays begins February 4 The first "RACE to Mondays" event is coming up, beginning with a RACE event February 5 through 8, and ending with a National Mondays Matter call clinic on February 11.

This first quarter event is focused on recruiting and Public Sector prospecting, while supporting the American Heart Association. Read more on Propr and in Raising the Bar...big prizes are at stake!

FRIDAY, FEB. 1, 2019—LET’S ALL WEAR RED! For More Info on Heart Disease Awareness, go to www.goredforwomen.org

FOR DETAILS, SEE PROPR

DATES TO REMEMBER IN FEBRUARY, 2019

National Tater Tot Day—Feb 2 National Women Physicians Day—Feb 3 National Boy Scouts Day—Feb 8 National Kite Flying Day—Feb 8 National Pizza Day—Feb 9 National Clean Out Your Computer Day—Feb 11 Valentine’s Day/National Organ Donor Day—Feb 14 National Random Acts of Kindness Day—Feb 17 Presidents Day/National Drink Wine Day—Feb 18 National Margarita Day—Feb 22 National Polar Bear Day—Feb 27 National Tooth Fairy Day—Feb 28

AGENT ASSIST IS HERE! DESIGNED FOR AGENTS, REFINED BY AGENTS Agent Assist is here! This new app gives you the best, fastest and most effective way to prospect potential leads. Select leads suited to your skills, work their status, record activities and plan your day -- all at the tap of a button!

Check out the Agent Assist features video highlighting many capabilities including: Claiming leads • Lead map view • Lead details • Record activities • Plan your day • Dashboard Gone are handwritten notes and forgotten appointments. Everything you need to prospect is contained in this tool. Visit the Agent Assist page to learn more and download the app through the Apple App Store or Google Play.

•

Are You Swag Foolish Or Swag Wise?

Gil Gerretsen, LinkedIn

There are a lot of foolish companies who buy stuff with their brand name imprinted on it, then pass it around to everyone they meet, and in the process think they are doing great marketing. Most are NOT! Promotional products, also referred to as advertising specialties or sometimes "swag," are generally used to remind prospects and customers about a business and build favorable attention. However, they're not much good if misunderstood or deployed in the wrong way.

For the rest of the article, click here

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

1st Qtr Cases 2019 Goal:

N/A 2019 Actual:

18

2019 Cases 2019 Goal:

N/A 2019 Actual:

18

1st Qtr Premium 2019 Goal:

$1,517,000 2019 Actual:

$476,421

31.4% 2019 Premium 2019 Goal

$11,589,000 2019 Actual:

$476,421

4.1%

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

Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550