Issuu

Oregon Idaho Pioneers July 18, 2017 October 6, 2016

Michel Bredimus Patrick Carter Adam Kraus Jose Santillan Trevor Schiefelbein

ALL AMERICAN FENCING - Nicholaus Gyte H D COURIER - Jason Snider

Open enrollment for Colonial Life products happening now through July 31 Beginning July 3, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through July 31. Sales reps will also receive commission on their enrollment. This enrollment is for new coverage only. Below are the enrollment guidelines: • During open enrollment in July, salespeople can purchase the following products:  STD 3000; Disability 1000  Individual Medical Bridge; Medical Bridge 3000 *IMB or Medical Bridge 3000 coverage is available for plans 1 or 3 only up to a maximum hospital confinement benefit of $1000. The Outpatient Surgical Benefit is only limited to option #1 under both plans.  Cancer Assist; Cancer 1000  Critical Illness 1.0  Individual Accident, Accident 1.0  Gunshot Wound  Individual Dental  Term Life 1000  Whole Life 1000 • 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. ET. • This enrollment utilizes the Flexible Payment System. Please note that if you have existing policies, they will remain on the current schedule and bank draft. If you would like to consolidate your payments, please complete a Request for Service form after your new coverage is issued. • All applications are subject to the appropriate underwriting. With the exception of new hires, any applications received after the July open enrollment period will be declined. • Additional information pertaining to the open enrollment can be located on the Colonial Life Benefit Counselor Youville sites below: http://visityouville.com/clasalesteam http://visityouville.com/nysalesteam New sales representatives New Colonial Life salespeople do not have to wait until open enrollment to apply for Colonial Life products. New salespeople may apply for coverage during their first 45 days with the company. However, the following restriction applies: • For disability coverage, new reps are limited to a maximum benefit of $1,000/month.

Leadership Development Conference January 3 - 5, 2018 (Wednesday-Friday) Hilton Austin The Leadership Development Conference (LDC) is Colonial Life's sales leadership training for managers who qualify to attend. The conference consists of one-and-a-half days of intense training that will help you refine your skills. New sales managers will have the opportunity to learn about the company's direction and will receive targeted tools and support you need to lead your team to early success.

2018 LDC Qualifications (must qualify by October 1): New DGA (hired in 2017): *Q1 or Q2 Start Date •

$70,000 in sales premium

•

4 new recruits

•

1- $20k opener with 2 new accounts

*Q3 Start Date •

$50,000 in sales premium

•

3 new recruits

•

1 - $20k opener with 2 new accounts

OR •

Achieve 75% of your Q3 YTD sales plan (***percentage to your Q3 sales plan, not annual sales plan***)

•

Minimum Q3 year-to-date sales plan of $60,000

•

4 new recruits

•

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

DGA hired in 2016 or prior: •

Achieve 75% of your Q3 year-to-date sales plan (***again, this is percentage to your Q3 sales plan, not annual sales plan***)

•

4 new recruits

•

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

Portland Class Dates

Idaho Class Dates

July 25 - 26 Enroller Class

August 8 - 10 Opener Class

August 22 - 24 District Development Program (DDP)

August 29 - 30 Enroller Class

Questions? Contact Territory Instructor, Gower Talley GTalley@ColonialLife.com or 503.593.8356

Classes are 9 am-5pm *Lunch is provided Dress is business/business casual (no jeans, flip flops, tennis shoes, etc.)

The 3Q Race event is about Employee Wellness and Financial Wellbeing and runs from July 31â€”August 11th. Please join us for an informational webinar to learn more. Marketing Piece: Wellness Drop piece (form#101820) Promotional item: Hand Sanitizer Webinar info below: Thursday, July 20th at 2pm EST https://egc.unum.com/lrgonzalez Dial in: 1-888-238-7803 Passcode: 6783984#

Week to Date Numbers (as of Week 28)

WTD Top DGA’s Thurston, Doug

WTD Top ADM’s

$52,515.30

Griffeth, Jeffrey

$7,136.40

Kezele, Will

$7,664.40

Snider, Jason

$5,864.28

Cornett, Kevin

$6,255.60

Ford, Brook

$4,325.55

Top 15 Openers

Week 28 Sales

Pines, Zara Anne

$20,641.82

Bryant, Margaret

$12,566.45

Top 15 Benefit Counselors

WK 28 Net Sales Credits

Isaacson, Stephanie

8,350.83

Morgester, Christine

2,716.53

Stirling, Carol

2,434.09

Wollen, Gordon

2,180.77

Kunkler, Karen

1,818.39

Wolden, Julie

1,700.87

Ford, Brook

1,337.67

Buschman, Roxana

1,137.86

Brink, Don

$8,530.18

Snider, Jason

$5,864.28

Stirling, Carol

$5,215.95

Dickson, Brian

$3,565.74

Ford, Brook

$3,034.80

Gyte, Nicholaus

$2,538.24

Griffeth, Jeffrey

$2,058.93

Bilgen, Lisa

$1,966.56

Rathmanner, Casey

470.29

Cornett, Eric

$1,622.16 Spinuzzi, Julie $1,289.04 Pace, Stephen

Kunkler, Karen

$1,269.00 Myers, Jan

393.92

Gyte, Nicholaus

888.38

Leach, Susan

776.32

407.36

Pace, Stephen

$704.04 Griffeth, Jeffrey

369.60

Jones, Eric

$626.08 Canals, Gabriel

357.56

Quarter to Date Numbers (as of Week 28)

QTD Top 3 DGAâ€™s by % of Plan

QTD Top ADMâ€™s by % of Plan

Cornett, Kevin

15.3% Bringhurst, Angela

20.6%

Bringhurst, Steve

14.4% Snider, Jason

16.0%

Thurston, Doug

Top 15 Openers

5.3% Rathmanner, Casey

QTD-2017 Sales

Top 15 Benefit Counselors

7.4%

QTD Net Sales Credits

Pines, Zara Anne

$25,124.03 Isaacson, Stephanie

10,597.13

Bryant, Margaret

$17,718.53 Morgester, Christine

3,078.57

Bringhurst, Angela

$10,749.38 Stirling, Carol

2,434.09

Brink, Don

$8,465.30 Wollen, Gordon

2,180.77

Snider, Jason

$7,693.92 Kunkler, Karen

1,833.01

Stirling, Carol

$5,215.95 Turner, Steven

1,718.40

Dickson, Brian

$4,142.04 Wolden, Julie

1,700.87

Ford, Brook

$3,034.80 Ford, Brook $3,009.36 Buschman, Roxana

1,337.67

Cornett, Eric

1,137.86

Gyte, Nicholaus

$2,648.19 Gyte, Nicholaus $2,538.24 Spinuzzi, Julie

Waldram, Matthew

$2,117.64

Bilgen, Lisa

$1,966.56

Jones, Eric

$1,854.52 Bringhurst, Angela

675.31

Rathmanner, Casey

$1,622.16 Leach, Susan

652.05

Griffeth, Jeffrey

888.38 790.49

Jones, Eric

715.99

Nelson, Jaren

702.62

Year to Date Numbers (as of Week 28)

YTD Top DGAâ€™s by % of Plan

YTD Top ADMâ€™s by % of Plan

Alley, Mike

64.5% Rathmanner, Casey

92.3%

Bringhurst, Steve

54.2% Bringhurst, Angela

50.4%

Thurston, Doug

29.4% Jones, Eric

47.1%

Top 15 Openers Brink, Don Thurston, Doug Pines, Zara Anne Bryant, Margaret

YTD - 2017 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

$381,211.01 Isaacson, Stephanie $223,156.77 Kunkler, Karen

111,519.25

$189,358.62 Morgester, Christine $134,621.35 Buschman, Roxana

53,956.94

56,229.20 47,705.49

Jones, Eric

$96,830.01 Wollen, Gordon

45,731.52

Dickson, Brian

$86,198.64 Leach, Susan

45,180.85

Bringhurst, Angela

$85,732.53 Gifford, Troy

25,000.48

Rathmanner, Casey

$76,629.11 Bringhurst, Angela

20,737.77

Hansen, Brian

$76,323.29 Jones, Eric

17,268.35

Griffeth, Jeffrey

$46,899.65 Canals, Gabriel

17,044.10

Cornett, Eric

$43,243.71 Hansen, Brian

14,962.32

Waldram, Matthew

$28,819.24 Wolden, Julie

14,785.02

Fierstos, Suzanna

$27,876.60 Fierstos, Suzanna

12,033.40

Gunness, Thomas

$27,536.19 Turner, Steven

11,003.81

Ford, Brook

$24,758.40 Taylor, Cearstin

10,753.27

July 2017 Sun

Mon

Tue

Wed

Thu

Fri 1

Week 26

Week 27

Sat

Territory 5 Wide Race Event 6 Territory Office Closed

AMP/ Call Clinic 9:30 am-5 pm

Week 28

AMP/ Call Clinic 9:30 am-5 pm

Week 29

AMP/ Call Clinic 9:30 am-5 pm

Week 30

12Marketing Training 13 Direct

Recruiting Call Blitz 4 - 6 pm

Harmony Training

AMP/ Call Clinic 9:30 am-5 pm

Week 31

AMP/ Call Clinic 9:30 am-5 pm

Recruiting Call Blitz 4 - 6 pm

August 2017 Sun

Mon

Week 31

6 Week 32

Tue

Wed

Thu

Fri

4 Oregon Summer Meeting/Picnic

Sat 5

Territory Wide Race Event Idaho Direct Marketing Training

AMP/ Call Clinic 9:30 am-5 pm 13 Week 33

AMP/ Call Clinic 9:30 am-5 pm 20 Week 34

Recruiting Call Blitz 4 - 6 pm

DDP

AMP/ Call Clinic 9:30 am-5 pm

Week 35

Recruiting Call Blitz 4 - 6 pm

30 Idaho Enroller Class

AMP/ Call Clinic 9:30 am-5 pm

Recruiting Call Blitz 4 - 6 pm

Idaho Summer Meeting/Picnic

3rd Qtr Case 2017 Goal:

65 2017 Actual:

2017 Cases 2017 Goal:

259 2017 Actual:

32% 3rd Qtr Premium 2017 Goal:

$1,976,001 2017 Actual:

$112,200

6% 2017 Premium 2017 Goal

$7,931,000 2017 Actual:

$2,400,000

30%

THE CORE TEAM

Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com

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

Kim Fry Territory Executive Assistant 503.416.0551 (office) KFry@ColonialLife.com

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