Oregon Idaho Pioneers July 2, 2019 October 6, 2016
Q3 NEWS... POPS PROGRAM BOGO The programs team is offering an opportunity to offer two programs in one account. This offer is limited to third quarter enrollments only.
Offer Learning Gives Back to any qualified account and receive LawAssure for the same account. Not only will the employer and employees be able to help families facing challenging moments, they will also be provided access to legal services at no additional cost to them. To receive this promotion, the agent will need to complete the Learning Gives Back request form. Please note: State restrictions apply. No substitutions. Talk to your Regional Programs Manager for more information.
New Cases Opened This Week: Jamie Eldrett Kate Parsons Jared Pratt John Wiemann
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 June 20 - 21 Idaho 8 am – 5 pm
July Dates to Remember July 4—Independence Day July 5—National Hawaii Day July 6—National Fried Chicken Day July 7—National Strawberry Sunday Day July 9—National Sugar Cookie Day July 11—National 7-Eleven Day July 13—National French Fry Day July 18—Get to Know Your Customers Day July 19—National Daiquiri Day July 21—National Junk Food Day/National Ice Cream Day July 25—National Hire a Veteran Day
July 31—National Mutt Day
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 26)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$77,426.04
Canals, Gabriel
$16,538.43
Alley, Mike
$32,344.02
Parsons, Kate
$12,913.32
Maxwell, Denise
$16,099.08
Rathmanner, Casey
$12,562.62
Top 15 Openers
Week 26 Sales
Top 15 Benefit Counselors
WK 26 Net Sales Credits
Brink, Don
$28,430.69 Leach, Susan
8,629
Parsons, Kate
$11,068.56 Gray, Jeff
3,448
Gray, Jeff
$9,851.28 Moote, Liz
3,195
Bringhurst, Angela
$9,578.52 Isaacson, Stephanie
2,950
Pratt, Jared
$9,044.88 Losada Monroy, Raquel
2,876
Campbell, Branden
$6,291.48 DuPriest, Kathy
2,618
Rathmanner, Casey
$5,786.92 Kunkler, Karen $5,695.09 Morgester, Christine
2,412 2,076
Bilgen, Lisa
$5,319.63 Brink, Don $5,131.02 Ballweber, Theresa
Bryant, Margaret
$4,837.61 Griffeth, Jeff
1,929
Pines, Zara
$4,767.44 Pratt, Jared $4,293.00 Mitchell, Janet
1,859
$4,278.00 Fleener, Lois $3,731.76 Wolden, Julie
1,497
Griffeth, Jeff Shipman, Jeff
Day, Terra Fleener, Lois Ray, Carrie
2,189 2,056
1,630 1,286
Quarter to Date Numbers (as of Week 26)
QTD Top DGA’s by % of Plan Thurston, Doug
108.9%
Cornett, Kevin Marquess, Rick
Top 15 Openers
QTD Top ADM’s by % of Plan Canals, Gabriel
258.0%
87.8%
Parsons, Kate
155.6%
83.2%
Rasmussen, Kelley
103.9%
QTD - 2019 Sales
Top 15 Benefit Counselors
QTD Total Net Sales Credit
Campbell, Branden
$268,792.44 Isaacson, Stephanie
61,797
Brink, Don
$256,442.20 Losada Monroy, Raquel
44,836
Bringhurst, Angela
$96,859.47 Wolden, Julie
31,814
Bryant, Margaret
$75,791.68 Kunkler, Karen
27,470
Griffeth, Jeff
$63,023.84 Leach, Susan
26,906
Rathmanner, Casey
$62,643.51 Gifford, Troy
22,462
Gifford, Troy
$52,239.10 Buschman, Roxana
20,479
Pines, Zara
$46,583.45 Griffeth, Jeff $41,964.96 Rasmussen, Kelley
16,117
Day, Terra
13,760
13,750
Shipman, Jeff
$40,090.59 Myers, Jan $39,939.47 Brink, Don
Jones, Eric
$38,205.42 Morgester, Christine
13,531
Parsons, Brad
$36,507.12 Pratt, Jared
12,076
Bilgen, Lisa
$34,366.92 DuPriest, Kathy
10,396
Beck, Catherine
$31,771.44 Weiland, Abigail
9,605
Ray, Carrie
13,743
Year to Date Numbers (as of Week 26)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
41.7% Canals, Gabriel
55.1%
Alley, Mike
37.2% Rathmanner, Casey
44.2%
Bringhurst, Steve
35.1% Parsons, Kate
34.3%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Campbell, Branden
$347,019.93
Isaacson, Stephanie
Brink, Don
$346,279.57
Losada Monroy, Raquel
66,622
Bryant, Margaret
$196,059.84
Leach, Susan
44,232
Bringhurst, Angela
$145,912.29
Wolden, Julie
39,784
Ray, Carrie
$104,353.23
Kunkler, Karen
39,681
123,611
Rathmanner, Casey
$94,886.77
Liddell, Billy
33,506
Pines, Zara
$84,296.92
Weiland, Abigail
30,857
Gifford, Troy
$74,291.74
Buschman, Roxana
29,947
Griffeth, Jeff
$73,097.07
Day, Terra
27,137
Kartub, Doug
$68,354.10
Rasmussen, Kelley
25,792
Day, Terra
$59,310.24
Morgester, Christine
25,115
Jones, Eric
$54,339.78
Pratt, Jared
24,449
Shipman, Jeff
$51,490.62
Brink, Don
23,649
Pratt, Jared
$47,912.54
Gifford, Troy
23,112
Ballweber, Theresa
$41,731.38
Griffeth, Jeff
21,479
Year to Date Numbers (as of Week 26)
Top 5 Coordinators
WK 26 Net Sales Credits
Ballweber, Theresa
8,786
Talburt, Marci
1,975
Gross, Lynsay
1,610
Bringhurst, Angela
988
Gray, Jeff
985
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
97,156
Talburt, Marci
22,063
Bryant, Margaret
12,371
Gifford, Troy
11,772
Bringhurst, Angela
Top 5 Coordinators Ballweber, Theresa
9,705
YTD Total Net Sales Credit 176,976
Talburt, Marci
48,025
Gross, Lynsay
17,297
Bryant, Margaret
16,846
Bringhurst, Angela
15,233
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
65
87.8%
2019 Cases 2019 Goal:
376 2019 Actual:
134
35.6%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$2,004,224
86.0% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$3,802,582
32.8%
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