July 16, 2019 Newsletter

Oregon Idaho Pioneers July 16, 2019 October 6, 2016

COMING SOON - SEPTEMBER 23RD HARMONY RELEASE Whole Life (IWL5000) will be available to sell in all states except CA and NY. You can start enrolling in Harmony September 23rd.

Learn more on Propr

New Cases Opened This Week: Don Brink Brook Ford Brad Gardner Troy Gifford Hugo Granja Flores Stan McPherson (1/2 case) Stephen Schacher (1/2 case) Abigail Weiland

July Classes Opener Class July 9-11 8 am—5 pm

Enroller Class July 23-24 8 am—5 pm

August Classes Opener Class

Aug 6—8 Idaho 8 am – 5 pm

Enroller Class Aug 20 - 21 Idaho 8 am – 5 pm

To Gabriel Canals of the Thurston District, for qualifying as an ADM to join LDC in San Antonio in January

Qualifications for Unit Managers with Annual Sales plans of $1,000,000 or greater •

Achieve 75% of your third quarter year-to-date sales plan. (Note: the target is a percentage of your year-to-date plan, not your annual plan.)

•

4 new recruits

•

2—$20k openers, each with 2 new accounts

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!

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

Week to Date Numbers (as of Week 28)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$41,173.86

McPherson, Stan

$15,653.40

Alley, Mike

$30,713.66

Rathmanner, Casey

$14,233.02

Maxwell, Denise

$16,128.72

Jones, Eric

$12,116.76

Top 15 Openers

Week 28 Sales

Top 15 Benefit Counselors

WK 28 Net Sales Credits

Pines, Zara

$19,722.72 Isaacson, Stephanie

4,745

Gardner, Brad

$10,592.64 McPherson, Stan

2,739

Weiland, Abigail

$8,899.54 Schacher, Stephen

2,739

Schacher, Stephen

$7,826.70 Gardner, Brad

2,537

McPherson, Stan

$7,826.70 Pratt, Jared

2,103

Pratt, Jared

$6,326.88 Weiland, Abigail

1,822

Campbell, Branden

$6,204.24 Ford, Brook $6,046.59 Gifford, Troy

1,726 1,606

Granja Flores, Hugo

$5,000.29 Ramirez, Skeeter $3,661.80 Wolden, Julie

Canals, Gabriel

$2,956.32 Granja Flores, Hugo

1,282

Griffeth, Jeff

$2,288.83 Jones, Eric $1,835.34 Campbell, Branden

1,170

$1,835.32 Griffeth, Tyson $1,524.12 Ashbeck, Sheila

1,069

Brink, Don Gifford, Troy

Ramirez, Skeeter Morris, Ronald Clement, Dusty

1,611 1,507

1,120 1,035

Quarter to Date Numbers (as of Week 28)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Alley, Mike

30.1%

Shipman, Jeff

86.0%

Thurston, Doug

29.4%

Rasmussen, Kelley

35.7%

Bringhurst, Steve

14.4%

McPherson, Stan

28.0%

Top 15 Openers Brink, Don

QTD - 2019 Sales

Top 15 Benefit Counselors

$319,673.13 Brink, Don

QTD Total Net Sales Credit 13,540

Shipman, Jeff

$50,322.75 Isaacson, Stephanie

4,745

Rasmussen, Kelley

$49,782.69 Ford, Brook

2,767

Pines, Zara

$20,803.38 Gardner, Brad

2,537

Ford, Brook

$12,784.80 McPherson, Stan

2,443

Gardner, Brad

$10,592.64 Schacher, Stephen

2,443

Weiland, Abigail

$8,948.74 Parsons, Kate

2,412

Bryant, Margaret

$8,300.99 Pratt, Jared $7,323.66 Gifford, Troy

2,217

1,952

McPherson, Stan

$6,980.16 Jones, Eric $6,980.16 Weiland, Abigail

Pratt, Jared

$6,654.48 Bryant, Margaret

1,668

Campbell, Branden

$5,863.20 Wolden, Julie

1,633

Granja Flores, Hugo

$3,661.80 Ramirez, Skeeter

1,606

Griffeth, Jeff

$3,243.77 Campbell, Branden

1,407

Gifford, Troy

Schacher, Stephen

2,146 1,822

Year to Date Numbers (as of Week 28)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

44.8% Canals, Gabriel

56.1%

Cornett, Kevin

42.2% Rathmanner, Casey

46.4%

Thurston, Doug

39.0% Shipman, Jeff

44.8%

Top 15 Openers

YTD - 2019 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$664,747.45

Isaacson, Stephanie

Campbell, Branden

$352,883.13

Losada Monroy, Raquel

66,655

Bryant, Margaret

$204,254.85

Leach, Susan

44,272

Bringhurst, Angela

$146,484.33

Wolden, Julie

41,417

Pines, Zara

$105,100.30

Kunkler, Karen

40,875

Shipman, Jeff

$101,813.37

Brink, Don

37,189

Ray, Carrie

$100,551.30

Liddell, Billy

33,506

128,357

Rathmanner, Casey

$96,145.48

Weiland, Abigail

32,679

Rasmussen, Kelley

$86,805.68

Buschman, Roxana

30,240

Gifford, Troy

$79,737.55

Day, Terra

26,850

Griffeth, Jeff

$76,340.84

Pratt, Jared

26,666

Kartub, Doug

$67,011.66

Morgester, Christine

26,145

Day, Terra

$57,577.68

Rasmussen, Kelley

25,488

Jones, Eric

$56,573.34

Gifford, Troy

25,257

Pratt, Jared

$54,567.02

Campbell, Branden

21,532

Year to Date Numbers (as of Week 28)

Top 5 Coordinators

WK 28 Net Sales Credits

Ballweber, Theresa

3,646

Talburt, Marci

2,456

Gross, Lynsay

1,561

Jones, Eric

1,212

Gifford, Troy

Top 5 Coordinators Ballweber, Theresa

766

QTD Total Net Sales Credit 45,002

Talburt, Marci

2,208

Gross, Lynsay

1,892

Jones, Eric

1,435

Gifford, Troy

Top 5 Coordinators Ballweber, Theresa

906

YTD Total Net Sales Credit 221,978

Talburt, Marci

50,233

Gross, Lynsay

19,189

Bryant, Margaret

17,701

Gifford, Troy

15,680

3rd Qtr Cases 2019 Goal:

78 2019 Actual:

10

12.8%

2019 Cases 2019 Goal:

376 2019 Actual:

144

38.2%

3rd Qtr Premium 2019 Goal:

$2,379,998 2019 Actual:

$557,020

23.4% 2019 Premium 2019 Goal

$11,589,000 2019 Actual:

$4,359,602

37.6%

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

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