Oregon Idaho Pioneers July 24, 2018 October 6, 2016
IDAHO Summer Picnic
Friday, July 27, 2018 Meeting for all Managers and Agents 9 am - 12:45 pm...CASUAL ATTIRE, SHORTS OK Hampton Inn & Suites 7499 West Overland Rd., Robie Creek Conference Room Boise, ID 83709 PLEASE ASK YOUR GUESTS TO ARRIVE AT THE PARK AT 1:00 Picnic Immediately Following for you and your family at Kristin Armstrong Park—500 S. Walnut St. Boise, ID 83712 Lunch and Fun & Games provided
OREGON SUMMER PICNIC JULY 19, 2018 Johnny Castro gave us a great presentation on Public Sector
Thanks to Sheilah Rund for her inside look at Large Cases
Carrie Ray spoke about Small Group Success And the winner is...Raquel Losada, Eric Day, Carrie Ray, Lisa Bilgen & Kelley Rasmussen
Fun at the park—Oregon Summer Picnic—July 19, 2018
Tina Vanphung Ellie Martin Donald Talburt Jevaughn Fernanders
Fun Facts About Australia 1. Australia is as wide as the distance between London to Moscow. 2. The biggest property in Australia is bigger than Belgium. 3. More than 85% of Australians live within 50km of the coast. 4. In 1880, Melbourne was the richest city in the world. 5. Australia was the second country in the world to allow women to vote (New Zealand was first).
6. Each week, 70 tourists overstay their visas. 7. The world's oldest fossil, which is about 3.4 billion years old, was found in Australia. 8. Australia is very sparsely populated: The UK has 248.25 persons per square kilometer, while Australia has only 2.66 persons per square kilometer. 9. Australia's first police force was made up of the most well-behaved convicts. 10. Kangaroos and emus cannot walk backward, one of the reasons that they're on the Australian coat of arms.
This Week’s New Cases Opened by: Don Brink Margaret Bryant Branden Campbell Kylie Durre (1/2 case) Mike Durre (1/2 case) Carrie Ray
July Classes Opener Class July 10 - 12 9 am – 5 pm
Enroller Class July 24 – 25 9 am – 5 pm
August Classes Enroller Class (Idaho) August 21-22 9 am – 5 pm
DDP (Oregon) August 28-29
2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer. 2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime. Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.
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 29)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$98,888.28
Rathmanner, Casey
$19,741.32
Alley, Mike
$21,156.60
Campbell, Branden
$13,438.20
Maxwell, Denise
Top 15 Openers
$6,155.43
Week 29 Sales
Griffeth, Jeff
Top 15 Benefit Counselors
$6,118.29
WK 29 Net Sales Credits
Pines, Zara
$60,146.73 Isaacson, Stephanie
Brink, Don
$13,933.81 Griffeth, Jeff
9,962
Campbell, Branden
$13,438.20 Fleener, Lois
6,998
Rasmussen, Kelley
$10,952.63 Wolden, Julie
6,676
Ray, Carrie
$5,433.96 Griffeth, Terri
4,954
Ford, Brook
$3,442.20 Morgester, Christine
4,747
Myers, Jan
$3,417.24 Griffeth, Tyson
4,332
Hillier, Shane
$2,765.76 Blair, Bill
4,238
Moote, Liz
$2,530.56 Myers, Jan
3,699
Schulz, Patty
$1,911.72 Gifford, Troy
2,498
Thurston, Doug
$1,886.57 Rathmanner, Kyle
1,902
Durre, Kylie
$1,681.98 Kunkler, Karen
1,890
Durre, Mike
$1,681.98 Kramer, Cassandra
1,830
Wolden, Julie
$1,659.00 Buschman, Roxana $1,314.05 Snyder, Starla
1,452
Griffeth, Jeff
13,332
1,311
Quarter to Date Numbers (as of Week 29)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Alley, Mike
44.2%
Campbell, Branden
99.4%
Thurston, Doug
24.6%
Rathmanner, Casey
65.5%
Estrada, Ed
12.7%
Durre, Mike
19.4%
Top 15 Openers
QTD - 2018 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Pines, Zara
$95,833.38 Isaacson, Stephanie
24,908
Rasmussen, Kelley
$59,885.22 Griffeth, Jeff
21,378
Campbell, Branden
$53,393.52 Fleener, Lois
17,610
Brink, Don
$47,334.09 Blair, Bill
14,006
Thurston, Doug
$8,095.26 Griffeth, Terri
11,455
Bryant, Margaret
$7,607.70 Wolden, Julie
9,935
Griffeth, Jeff
$6,597.69 Gifford, Troy
9,481
Scotese, Kimberlee
$6,517.27 Griffeth, Tyson
8,902
Gray, Jeff
$6,241.20 Losada Monroy, Raquel
7,902
Schulz, Patty
$5,450.28 Kunkler, Karen
5,700
Ray, Carrie
$4,973.21 Myers, Jan
5,660
Taylor, Mary
$4,777.51 Pratt, Jared
5,591
Losada Monroy, Raquel
$3,569.70 Morgester, Christine
5,451
Ford, Brook
$3,442.20 Thurston, Derek
5,087
Myers, Jan
$3,417.24 Canals, Gabriel
4,276
Year to Date Numbers (as of Week 29)
YTD Top DGA’s by % of Plan Bringhurst, Steve
YTD Top ADM’s by % of Plan
108.4% Bringhurst, Angela
155.9%
Alley, Mike
73.6% Bilgen, Lisa
72.2%
Estrada, Ed
47.9% Rathmanner, Casey
63.7%
Top 15 Openers
YTD - 2018 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$455,702.19
Isaacson, Stephanie
Bringhurst, Angela
$305,543.70
Kunkler, Karen
80,801
Pines, Zara
$281,081.50
Buschman, Roxana
56,109
Thurston, Doug
$157,405.55
Leach, Susan
54,307
Campbell, Branden
$141,187.26
Morgester, Christine
53,302
Bryant, Margaret
$134,130.54
Losada Monroy, Raquel
50,936
Gifford, Troy
$108,997.70
Griffeth, Jeff
48,788
Rathmanner, Casey
$99,519.02
Wolden, Julie
43,917
Dickson, Brian
$92,302.88
Wollen, Gordon
36,081
Shipman, Jeff
$90,301.13
Gifford, Troy
33,460
Griffeth, Jeff
$89,980.98
Myers, Jan
31,573
Jones, Eric
$89,239.10
Bringhurst, Braydon
29,197
Rasmussen, Kelley
$78,048.36
Fleener, Lois
28,277
Waldram, Matthew
$71,595.06
Jones, Eric
27,556
Bilgen, Lisa
$69,499.08
Brink, Don
27,370
117,535
Year to Date Numbers (as of Week 29)
Top 5 Coordinators
WK 29 Net Sales Credits
Ballweber, Theresa
8,935
Gifford, Troy
2,389
Talburt, Marci
2,027
Bryant, Margaret
351
Durre, Mike
336
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 20,920
Talburt, Marci
6,642
Gifford, Troy
6,486
Ward, Susan
1,119
Bryant, Margaret
1,021
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 146,213
Talburt, Marci
54,116
Bringhurst, Angela
31,837
Gifford, Troy
28,853
Ward, Susan
16,587
3rd Qtr Cases 2018 Goal:
47 2018 Actual:
11
23.4%
2018 Cases 2018 Goal:
249 2018 Actual:
154
61.8% 3rd Qtr Premium 2018 Goal:
$1,753,998 2018 Actual:
$392,580
22.3% 2018 Premium 2018 Goal
$8,791,000 2018 Actual:
$3,971,703
45.1%
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
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550