July 31, 2019 Newsletter

Oregon Idaho Pioneers July 31, 2019 October 6, 2016

NEW FEATURES AND POSITIONING POINTS FOR WHOLE LIFE (IWL5000) Whole Life (IWL5000) is designed to help meet the personal insurance needs of your customers. With these new features, you can now customize the plan to meet the life insurance needs of each individual.

For more information see Propr.

New Cases Opened This Week: Eric Cornett Terra Day (3 cases) Doug Kartub (2 cases) Brad Parsons

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

Important Dates in August • • • • • • • • • • • •

Aug 2—National Ice Cream Sandwich Day Aug 4—National Chocolate Chip Cookie Day Aug 5—National Work Like a Dog Day Aug 6—National Root Beer Float Day Aug 7—Purple Heart Day Aug 9—National Book Lovers Day Aug 10—National Garage Sale Day Aug 13—National Filet Mignon Day/Left Handers Day Aug 16—National Tell a Joke Day Aug 17—World Honey Bee Day Aug 26—National Women’s Equality Day/National Dog Day Aug 30—National Toasted Marshmallow Day/National College Colors 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 30)

WTD Top ADM’s

WTD Top DGA’s Thurston, Doug

$54,005.88

Canals, Gabriel

$20,781.18

Alley, Mike

$20,155.08

Rathmanner, Casey

$12,324.08

Maxwell, Denise

$17,179.80

Pratt, Jared

Top 15 Openers

Week 30 Sales

Top 15 Benefit Counselors

$9,496.44

WK 30 Net Sales Credits

Day, Terra

$16,552.32 Isaacson, Stephanie

5,978

Brink, Don

$11,090.55 Losada Monroy, Raquel

4,447

Pratt, Jared

$9,496.44 Kartub, Doug

3,722

Parsons, Brad

$7,287.00 Durre, Mike

2,009

Weiland, Abigail

$6,468.72 Leach, Susan

1,719

Kartub, Doug

$5,250.12 Baldwin, Cera

1,295

Pines, Zara

$5,201.82 Pratt, Jared $2,493.96 Kunkler, Karen

1,290 1,228

Rasmussen, Kelley

$2,358.84 Morgester, Christine $1,910.14 Mitchell, Janet

Bryant, Margaret

$1,840.28 Buschman, Roxana

977

Jones, Eric

$1,837.56 Peterson, Kimberly $1,777.92 Jones, Eric

953

$1,727.28 Wollen, Gordon $1,317.36 Campbell, Branden

605

Ray, Carrie Behbahany, Cameron

Campbell, Branden Wollen, Gordon Durre, Mike

1,275 1,098

643 507

Quarter to Date Numbers (as of Week 30)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Alley, Mike

39.3%

Shipman, Jeff

86.3%

Thurston, Doug

39.1%

Pratt, Jared

66.9%

Maxwell, Denise

34.6%

Rasmussen, Kelley

38.3%

Top 15 Openers Brink, Don

QTD - 2019 Sales

Top 15 Benefit Counselors

$348,043.79 Isaacson, Stephanie

QTD Total Net Sales Credit 14,453

Rasmussen, Kelley

$52,298.28 Pratt, Jared

6,740

Shipman, Jeff

$50,011.04 Weiland, Abigail

6,084

Pines, Zara

$38,450.61 Brink, Don

5,032

Ford, Brook

$33,303.84 Wolden, Julie

4,966

Pratt, Jared

$32,542.32 Losada Monroy, Raquel

4,558

Campbell, Branden

$28,574.04 Baldwin, Cera

4,509

Weiland, Abigail

$28,561.78 Durre, Mike $16,544.34 Campbell, Branden

4,322

$13,720.32 Mitchell, Janet $10,592.64 Kunkler, Karen

3,972

Gifford, Troy

$8,469.60 Kartub, Doug

3,484

Schacher, Stephen

$7,330.86 Jones, Eric

3,442

McPherson, Stan

$7,330.86 Leach, Susan

3,128

Parsons, Brad

$7,287.00 Gifford, Troy

2,726

Day, Terra

Bryant, Margaret Gardner, Brad

4,021 3,867

Year to Date Numbers (as of Week 30)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Alley, Mike

47.1% Canals, Gabriel

60.1%

Cornett, Kevin

43.8% Rathmanner, Casey

50.7%

Thurston, Doug

41.0% Shipman, Jeff

44.9%

Top 15 Openers

YTD - 2019 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$691,319.01

Isaacson, Stephanie

Campbell, Branden

$375,593.97

Losada Monroy, Raquel

71,180

Bryant, Margaret

$209,328.22

Leach, Susan

47,361

Bringhurst, Angela

$147,563.25

Wolden, Julie

44,749

Pines, Zara

$121,731.43

Kunkler, Karen

43,549

Shipman, Jeff

$101,501.66

Weiland, Abigail

36,941

Ray, Carrie

$100,901.94

Liddell, Billy

33,409

138,065

Rathmanner, Casey

$99,662.73

Buschman, Roxana

31,741

Rasmussen, Kelley

$89,321.27

Pratt, Jared

31,189

Gifford, Troy

$80,820.04

Brink, Don

28,681

Pratt, Jared

$80,454.86

Day, Terra

27,370

Griffeth, Jeff

$76,485.26

Morgester, Christine

26,725

Day, Terra

$74,130.00

Gifford, Troy

25,837

Kartub, Doug

$71,581.38

Rasmussen, Kelley

25,454

Jones, Eric

$60,832.14

Campbell, Branden

24,146

Year to Date Numbers (as of Week 30)

Top 5 Coordinators

WK 30 Net Sales Credits

Ballweber, Theresa

3,825

Talburt, Marci

1,854

Gross, Lynsay

1,447

Bryant, Margaret

376

Jones, Eric

184

Top 5 Coordinators Ballweber, Theresa

QTD Total Net Sales Credit 54,319

Gross, Lynsay

6,816

Talburt, Marci

5,731

Jones, Eric

2,005

Bryant, Margaret

1,406

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 231,295

Talburt, Marci

53,756

Gross, Lynsay

24,114

Bryant, Margaret

18,252

Gifford, Troy

15,803

3rd Qtr Cases 2019 Goal:

78 2019 Actual:

19

24.3%

2019 Cases 2019 Goal:

376 2019 Actual:

153

40.6%

3rd Qtr Premium 2019 Goal:

$2,379,998 2019 Actual:

$799,810

33.6% 2019 Premium 2019 Goal

$11,589,000 2019 Actual:

$4,602,392

39.7%

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