Oregon Idaho Pioneers July 15, 2020 October 6, 2016
DENTAL 101 WEBINAR
THURSDAY, JULY 16 AT 2 P.M. EST Please join Senior Dental & Vision Specialists, Heather Phipps and Pete Stam, for a one-hour training webinar on Colonial Life Dental PPO. Learn how to position dental in the market, what makes our dental product unique and strategies for using dental to hit sales plan. Date: Thursday, July 16 at 2 p.m. EST (Click the event under Recommended Items to save the webinar to your calendar) Link to the Teams Live Event: https://liveevent.coloniallife.com/Dental •
We will be using Teams Live
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We will be showing PowerPoint presentation during this call
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There is NO audio dial-in for this call – you must access the call via the Teams Live Event link above
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If you have questions during the call, you may use the Q&A box
If you are unfamiliar with how to join a Teams Live Event, please review this video for instructions: https://rebrand.ly/How-to-Join-a-Teams-Live-Event
OPEN ENROLLMENT FOR COLONIAL LIFE PRODUCTS Beginning July 1, 2020, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through July 24. 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. Using the following information, a call center representative will assist you in your application: Enrollment phone number: (866) 580-6813 Availability: Monday through Friday from 8 a.m. to 8 p.m. EST.
Amber Maccabee James Kinder Nick Buell “Healthy citizens are the greatest asset any country can have.� Winston Churchill
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the 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 the 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.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite 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. Your Legend Awaits!
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
$58,860.21
Canals, Gabriel
$2,330.55
Rasmussen, Kelley
$4,752.09
Fox, Amber
$1,874.88
Cornett, Kevin
$2,213.88
Ray, Carrie
$617.04
Top 15 Openers
Week 28 Sales
Top 15 Benefit Counselors
WK 28 Net Sales Credits
Pines, Zara
$20,525.76 Isaacson, Stephanie
6,293
Brink, Don
$20,458.07 Losada Monroy, Raquel
5,334
Ballweber, Theresa
$1,069.74 Buschman, Roxana
1,329
Fulton, David
$937.44 Leach, Susan
1,188
Stewart-Reehl, Deb
$937.44 Wolden, Julie
769
Canals, Gabriel
$783.60 Morgester, Christine
734
Thurston, Derek
$688.44 Kunkler, Karen
677
Kane, Taylor
$617.04 Canals, Gabriel
274
Day, Terra
$334.11 DuPriest, Kathy
216
Fogelquist, Jeffrey
$315.48 Fogelquist, Jeffrey
110
Fay, Michael
$227.40 Fay, Michael
80
Brink, Don
12
Talburt, Don
11
Bryant, Margaret
4
Quarter to Date Numbers (as of Week 28)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Jones, Eric
16.1%
Timothy, Nikki
33.0%
Attebery, Shane
12.0%
Daniels, Joel
22.0%
Thurston, Doug
6.7%
Ray, Carrie
14.6%
Top 15 Openers
QTD - 2020 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Brink, Don
$40,478.67 Isaacson, Stephanie
7,185
Pines, Zara
$21,366.66 Losada Monroy, Raquel
6,235
Gurney, Brenda
$15,930.72 Gurney, Brenda
5,576
Ray, Carrie
$6,974.52 Kunkler, Karen
2,235
Fogelquist, Jeffrey
$5,488.80 Fogelquist, Jeffrey
1,921
Bringhurst, Angela
$4,813.92 DuPriest, Kathy
1,728
Taylor, Mary
$4,532.19 Buschman, Roxana
1,424
Camarata, Tim
$4,332.72 Camarata, Tim $2,864.28 Campbell, Branden
1,262
1,188
Ford, Brook
$1,963.38 Leach, Susan $1,870.68 Brink, Don
Bryant, Margaret
$1,709.37 Cooper, Linda
929
Bilgen, Lisa
$1,299.48 Gifford, Troy
837
Canals, Gabriel
$1,212.48 Morgester, Christine
812
Ballweber, Theresa
$1,181.91 Wolden, Julie
769
Campbell, Branden
Gifford, Troy
1,220 1,043
Year to Date Numbers (as of Week 28)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
49.7% Bilgen, Lisa
59.4%
Thurston, Doug
34.9% Ray, Carrie
38.1%
Maxwell, Denise
26.5% Taylor, Mary
28.9%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$844,370.77
Isaacson, Stephanie
Bryant, Margaret
$317,392.72
Kunkler, Karen
89,808
Bilgen, Lisa
$214,747.23
Losada Monroy, Raquel
67,719
116,631
Campbell, Branden
$77,110.68
Brink, Don
43,307
Pines, Zara
$60,751.05
DuPriest, Kathy
39,612
Bringhurst, Angela
$58,401.03
Leach, Susan
31,639
Ray, Carrie
$57,066.25
Buschman, Roxana
26,243
Boutwell, Gladys
$56,800.08
Wollen, Gordon
26,164
Taylor, Mary
$56,020.61
Wolden, Julie
23,463
Gifford, Troy
$55,063.96
Gifford, Troy
23,309
Shipman, Jeff
$48,616.96
Morgester, Christine
23,218
Thurston, Derek
$37,441.02
Ford, Brook
21,820
Ballweber, Theresa
$31,856.77
Peterson, Kimberly
20,734
Wollen, Gordon
$25,557.66
Fleener, Lois
16,919
Stewart-Reehl, Deb
$25,088.11
Taylor, Todd
16,239
Year to Date Numbers (as of Week 28)
Top 5 Coordinators Ballweber, Theresa
WK 28 Net Sales Credits 5,121
Talburt, Marci
453
Gross, Lynsay
36
Taylor, Stacie
23
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
7,471
Gurney, Brenda
1,593
Talburt, Marci
1,569
Gross, Lynsay
665
Taylor, Stacie
453
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 146,179
Bryant, Margaret
52,432
Talburt, Marci
41,989
Gross, Lynsay
10,737
Gifford, Troy
9,016
3rd Qtr Cases 2020 Goal:
95 2020 Actual:
4
4.2%
2020 Cases 2020 Goal:
435 2020 Actual:
78
17.9% 3rd Qtr Premium 2020 Goal:
$2,534,999 2020 Actual:
$146,224
5.7% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$3,468,698
30.6%
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
Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@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