Jan 3, 2023 Newsletter

Page 1

2023 open enrollment for Colonial Life products starts January 3

Beginning January 3, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through January 27, 2023. Sales reps will also receive commission on their enrollment. This enrollment is for new coverage only. Salespeople are eligible for individual plans with standard underwriting. To help streamline your application process, this enrollment is set up through the Call Center. Visit Propr for more info.

Don’t forget to RSVP for TKO in January! You won’t want to miss it, including our Special Guest Star, SVP Michael Stachowiak!
C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government E = Educator New Cases Opened This Week:
Bonner C Branden Campbell C Justin Cordova (2 cases) M, C
Lynn
Good
Tim
Kirk, M
Elliot
Palmer
Corey
Taylor
Mary
January Days to Remember Jan 4—National Trivia Day Jan 8—National Bubble Bath Day Jan 10—National Cut Your Energy Cost Day Jan 13—National Rubber Ducky Day Jan 14—National Dress Up Your Pet Day Jan 15—National Bagel Day, National Strawberry Ice Cream Day Jan 19—National Popcorn Day Jan 23—National Pie Day Jan 24—National Compliment Day Jan 25—National Opposite Day Jan 27—National Chocolate Cake Day Jan 28—National Data Privacy Day

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!

Training

Date Home Office School April 5 Advanced Rep School April 19 ADM New Manager School

May 17 DGA New Manager School

July 12 Advanced Rep School

July 19 ADM New Manager School July26 ADM/DGA Partnership Aug 16 DGA New Manager School

Each school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and development, and following the fundamentals of our business. Field leaders and consultants will present and drive content for each school along with home office subject matter experts.

Schools will begin in second quarter, specific qualifications for each school must be met in order to attend. The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks.

For qualifications, visit Propr, or check out the video: https://player.vimeo.com/ video/689042130

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FieldDevelopmentisexcitedtohostfourfield
supportingschools in2022: • Advanced Rep School • ADM New Manager School • DGA New Manager School • Newly-revamped ADM/DGA Partnership
Top 15 Openers Week 52 Sales
Week to Date Numbers (as of Week 52)
Top DGA’s
WTD TopADM’s
$9,228.00 Top 15 Benefit Counselors WK 52 Net Sales Credits
19,563
Bryant, Margaret $855,640.01 Brink, Don $99,407.17 Campbell, Branden $36,545.34 Cordova, Justin $24,156.75 Palmer, Corey $16,050.12 Betz, Wes $11,456.10 Weiland, Abigail $10,161.45 Ford, Brook $7,490.79 Bilgen, Lisa $6,610.68 Ballweber, Theresa $6,459.36 Talburt, Marci $6,290.56 Taylor, Mary $6,181.90 Gifford, Troy $3,997.14 Lane, Trevor $3,875.67 Canals, Gabriel $3,816.12
WTD
Thurston, Doug $1,123,134.24 Naugle, Ty $28,983.48 Maxwell, Denise $23,800.62
Canals, Gabriel $98,882.28 Weiland, Abigail $21,948.60 Taylor, Mary
Isaacson, Stephanie
Hadlock, Melissa 9,879 Morgester, Christine 8,678 Betz, Wes 6,740 Losada Monroy, Raquel 4,309 Kunkler, Karen 3,408 Peterson, Kimberly 3,128 Maccabee, Amber 2,761 Curry, John 2,325 Leach, Susan 2,213 Smith, Pamela 2,074 Runtz, Krista 1,674 Gifford, Troy 1,506 Kinney, David 1,467 Perdomo, Angela 1,329 Names in blue denote agents within first 52 weeks.
Top DGA’s by % of Plan
TopADM’s by % of Plan
15 Openers QTD - 2022 Sales
Top 15 Benefit Counselors QTD Total Net Sales Credit
Quarter to Date Numbers (as of Week 52)
QTD
Thurston, Doug 191.8% Griffeth, Jeff 160.9% Marquess, Rick 138.5% QTD
Canals, Gabriel 127.6% Curry, John 102.1% Stubbs, Jason 89.2% Top
Brink, Don $2,176,957.50 Bryant, Margaret $1,317,881.79 Campbell, Branden $595,460.19 Robison, Mark $75,745.50 Gifford, Troy $73,866.30 Palmer, Corey $51,067.32 Bringhurst, Angela $50,813.88 Ballweber, Theresa $50,183.46 Bilgen, Lisa $47,885.79 Canals, Gabriel $41,192.58 Taylor, Todd $36,529.73 Erickson, Cagney $31,847.31 Betz, Wes $25,953.22 Wolden, Julie $24,501.60 Goshien, David $23,910.84
Isaacson, Stephanie 169,056 Kinney, David 77,298 Hadlock, Melissa 67,032 Morgester, Christine 56,839 Losada Monroy, Raquel 53,911 Miller, Tricia 36,547 Maccabee, Amber 34,905 Gifford, Troy 33,882 Kunkler, Karen 33,468 Peterson, Kimberly 31,377 Betz, Wes 29,897 Cottle, Craig 29,510 Robison, Mark 26,475 Buschman, Roxana 23,752 Smith, Pamela 23,724

Griffeth, Jeff 164.5%

Thurston, Doug 148.2%

Naugle, Ty 146.5%

Curry, John 196.8%

Weiland, Abigail 147.9%

Canals, Gabriel 120.9%

Brink, Don $3,765,274.84

Bryant, Margaret $1,720,994.79

Campbell, Branden $1,113,481.20

Bilgen, Lisa $164,501.22 Gifford, Troy $161,586.20

Ballweber, Theresa $138,208.53

Betz, Wes $126,419.39

Erickson, Cagney $118,397.97

Bringhurst, Angela $113,989.97 Runtz, Krista $96,471.06

Canals, Gabriel $92,901.29

Steele, Andrew $85,851.54

Taylor, Mary $84,766.25

Taylor, Todd $84,313.06 Day, Terra $84,231.60

Isaacson, Stephanie 300,439 Kinney, David 215,726 Losada Monroy, Raquel 189,387 Kunkler, Karen 134,465 Maccabee, Amber 112,799 Smith, Pamela 105,219 Hadlock, Ken 88,181 Hadlock, Melissa 85,084 Miller, Tricia 80,367 Gifford, Troy 79,200 Buschman, Roxana 76,120

Morgester, Christine 74,388 Cottle, Craig 73,017 Betz, Wes 58,193 Runtz, Krista 47,872

Year to Date Numbers (as of Week 52)
YTD Top DGA’s by % of Plan
YTD TopADM’s by % of Plan
Openers
Top 15
YTD - 2022 Sales
Counselors
Total Net Sales Credit
Top 15 Benefit
YTD

Ballweber, Theresa 104,557

Bryant, Margaret 4,552

Talburt, Marci 3,972

Gross, Lynsay 524 Bonner, Lynn 482

Ballweber, Theresa 437,333

Bryant, Margaret 27,425

Talburt, Marci 19,800 Gifford, Troy 12,998 Bonner, Lynn 5,652

Ballweber, Theresa 731,379

Talburt, Marci 101,946

Bryant, Margaret 67,179 Bonner, Lynn 27,863 Gifford, Troy 26,849

Year to Date Numbers (as of Week 52) Top 5 Coordinators WK 52 Net Sales Credits
Top 5 Coordinators QTD Total Net Sales Credit
Top 5 Coordinators YTD Total Net Sales Credit
2022 Cases 2022 Goal: 350 2022 Actual: 189.5 cases 54.1% 4th Qtr Premium 2022 Goal: $4,115,002 2022 Actual: $5,779,367 140.4% 2022 Premium 2022 Goal $9,950,000 2022 Actual: $11,884,279 119.4% 4th Qtr Cases 2022 Goal: 140 2022 Actual: 57 40.7%
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 5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550 THE CORE TEAM

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