Oregon Idaho Pioneers Jan 2, 2019 October 6, 2016
Hello Oregon/Idaho Pioneers, Thank you to everyone who has sent their RSVP. If you haven’t sent yours yet, please use this link to RSVP. If you have any questions, please let me know. We look forward to seeing you soon!
New Cases Opened This Week: Kate Beck
Troy Gifford
Lisa Bilgen
Doug Kartub
Don Brink
Denise Maxwell
Malissa Burgoyne
Jason Snider
Branden Campbell
Hilary Starnes
Joel Daniels
Gordon Wollen (2 cases)
Terra Day
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
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!
Week to Date Numbers (as of Week 52)
WTD Top ADM’s
WTD Top DGA’s
Canals, Gabriel
$69,181.14
$73,718.40
Rasmussen, Kelley
$28,879.84
$64,043.37
Snider, Jason
$17,609.40
Thurston, Doug
$313,581.55
Maxwell, Denise Alley, Mike
Top 15 Openers Brink, Don
Week 52 Sales
Top 15 Benefit Counselors
$169,137.01 Brink, Don
WK 52 Net Sales Credits 43,147
Campbell, Branden
$43,000.68 Ford-Pritchett, Brook
16,566
Rasmussen, Kelley
$27,542.14 Isaacson, Stephanie
7,258
Bryant, Margaret
$21,081.45 Kunkler, Karen
6,537
Snider, Jason
$17,609.40 Kartub, Doug
6,299
Day, Terra
$16,920.39 Camarata, Tim
4,678
Bilgen, Lisa
$14,939.40 Campbell, Branden $8,948.08 Wollen, Gordon
4,511
Shipman, Jeff
3,883 3,479
Wollen, Gordon
$8,252.13 Bilgen, Lisa $7,257.90 Miller, Tricia
Gray, Jeff
$6,522.24 Gifford, Troy
3,122
Bringhurst, Angela
$4,711.41 Leach, Susan $4,219.89 Daniels, Joel
2,870
$4,175.64 Gray, Jeff $4,137.00 Bryant, Margaret
2,435
Taylor, Todd
Griffeth, Tyson Durre, Mike Gardner, Brad
3,351
2,499 2,243
Quarter to Date Numbers (as of Week 52)
QTD Top DGA’s by % of Plan Alley, Mike
QTD Top ADM’s by % of Plan
138.6%
Rasmussen, Kelley
198.3%
Thurston, Doug
77.6%
Rathmanner, Casey
155.3%
Cornett, Eric
70.3%
Shipman, Jeff
144.6%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$980,684.28 Isaacson, Stephanie
94,645
Rasmussen, Kelley
$406,588.11 Brink, Don
66,664
Campbell, Branden
$319,611.72 Losada Monroy, Raquel
60,114
Bryant, Margaret
$252,723.11 Wolden, Julie
53,839
Rathmanner, Casey
$127,141.04 Kunkler, Karen
47,245
Shipman, Jeff
$123,479.87 DuPriest, Kathy
43,678
Bilgen, Lisa
$123,359.60 Wollen, Gordon
35,095
Ray, Carrie
$120,689.22 Kartub, Doug $88,372.74 Shklayvel, Natasha
33,444
32,738
Pines, Zara
$87,434.76 Leach, Susan $73,363.53 Rasmussen, Kelley
Robison, Mark
$50,466.24 Campbell, Branden
27,109
Canals, Gabriel
$48,981.73 Gifford, Troy
25,014
Durre, Mike
$43,240.56 Buschman, Roxana
24,812
Wollen, Gordon
$43,141.68 Ford-Pritchett, Brook
24,185
Day, Terra
Ford-Pritchett, Brook
32,743 31,026
Year to Date Numbers (as of Week 52)
YTD Top DGA’s by % of Plan Alley, Mike
YTD Top ADM’s by % of Plan
117.3% Rasmussen, Kelley
141.1%
Thurston, Doug
93.0% Canals, Gabriel
136.7%
Maxwell, Denise
76.9% Rathmanner, Casey
124.9%
Top 15 Openers Brink, Don
YTD - 2019 Sales $1,820,698.60
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Isaacson, Stephanie
267,293
Campbell, Branden
$827,908.74
Losada Monroy, Raquel
155,008
Bryant, Margaret
$580,687.92
Wolden, Julie
123,066
Rasmussen, Kelley
$531,327.07
Kunkler, Karen
117,213
Ray, Carrie
$254,552.78
Brink, Don
107,278
Pines, Zara
$239,174.66
Leach, Susan
91,001
Rathmanner, Casey
$237,194.42
Buschman, Roxana
75,742
Day, Terra
$228,883.20
DuPriest, Kathy
69,318
Shipman, Jeff
$227,551.36
Morgester, Christine
67,656
Bringhurst, Angela
$225,105.51
Rasmussen, Kelley
64,127
Bilgen, Lisa
$193,926.26
Gifford, Troy
63,265
Weiland, Abigail
$145,426.49
Campbell, Branden
60,630
Gifford, Troy
$133,552.02
Shklayvel, Natasha
59,167
Griffeth, Jeff
$128,803.36
Wollen, Gordon
53,593
Pratt, Jared
$120,570.22
Pratt, Jared
50,431
Year to Date Numbers (as of Week 52)
Top 5 Coordinators Ballweber, Theresa
WK 52 Net Sales Credits 32,285
Gross, Lynsay
3,496
Talburt, Marci
2,433
Bryant, Margaret
2,101
Taylor, Stacie
1,444
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 250,867
Talburt, Marci
55,315
Bryant, Margaret
22,156
Gross, Lynsay
17,017
Gifford, Troy
Top 5 Coordinators
8,882
YTD Total Net Sales Credit
Ballweber, Theresa
546,719
Talburt, Marci
136,048
Gross, Lynsay
51,905
Bryant, Margaret
49,376
Gifford, Troy
28,987
4th Qtr Cases 2019 Goal:
175 2019 Actual:
105
60.0%
2019 Cases 2019 Goal:
376 2019 Actual:
302
80.3%
4th Qtr Premium 2019 Goal:
$5,364,003 2019 Actual:
$4,106,082
76.5% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$10,191,446
87.9%
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
Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
Shannon Macinnes-Lund Recruiting Consultant 385.271.6444 (cell) SMacinnesLund@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550