July 7, 2021 Newsletter

Oregon Idaho SW WA Pioneers July 7, 2021

EXAMPLES:

Visit Propr for more information

New Cases Opened This Week: Lisa Bilgen Don Brink Joel Daniels

Watch our Inforce Growth!

New Line of Coverage (Dental Initiative) Results So Far...

Week 26 Dental Sales: $21,135.00 Week 26 Groups Adding Dental Policies: 20 Week 26 Number of Existing Groups Achieving Case Count By Adding Dental Policies: 1 Top 3 Agents Dental Premium For Week : Kevin Cornett: $5,725.80 Margaret Bryant: $2,707.32 Corrine Attebery: $2,513.64

2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights.

Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.

2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches.

Make plans now to qualify and experience the Aloha Spirit in 2022!

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 DGA’s

WTD Top ADM’s

Thurston, Doug

$164,719.63

Attebery, Shane Alley, Mike

Top 15 Openers Brink, Don Shipman, Jeff Bryant, Margaret

Shipman, Jeff

$15,876.05

$17,549.04

Canals, Gabriel

$13,717.83

$16,999.61

Taylor, Mary

$12,357.84

Week 26 Sales

Top 15 Benefit Counselors

$132,546.23 Kunkler, Karen $15,802.61 Buschman, Roxana $12,972.11 Isaacson, Stephanie

WK 26 Net Sales Credits 4,306 3,999

3,618

Taylor, Mary

$7,843.42 Losada Monroy, Raquel

3,301

Otis, Marci

$7,309.71 Bryant, Margaret

3,253

Campbell, Branden

$6,030.96 Maccabee, Amber

2,130

Attebery, Corrine

$4,193.16 Attebery, Corrine

1,015

Thurston, Derek

$4,160.34 Sanchez, Ashley

932

Sanchez, Ashley

$3,357.30 Taylor, Mary

893

Canals, Gabriel

$2,730.33 Wollen, Gordon

865

Bringhurst, Angela

$2,633.88 Rust, Matthew

837

Rust, Matthew

$2,392.56 Bringhurst, Angela

831

Maccabee, Amber

$2,006.16 Canals, Gabriel

830

Taylor, Todd

$1,833.62 Otis, Marci

798

Sanzobrin, Michele

$1,614.36 Gifford, Troy

779

Quarter to Date Numbers (as of Week 26)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Attebery, Shane

114.2%

Otis, Marci

119.1%

Thurston, Doug

101.1%

Weiland, Abigail

116.2%

Alley, Mike

77.5%

Shipman, Jeff

107.1%

Top 15 Openers Brink, Don

QTD - 2021 Sales

Top 15 Benefit Counselors

$576,659.92 Kunkler, Karen

QTD Total Net Sales Credit 54,551

Campbell, Branden

$94,519.56 Isaacson, Stephanie

47,586

Bryant, Margaret

$82,593.87 Losada Monroy, Raquel

32,478

Shipman, Jeff

$70,769.68 Miller, Tricia

25,781

Lane, Michael

$53,816.91 Buschman, Roxana

19,793

Ballweber, Theresa

$31,617.67 Lane, Michael

15,992

Ford, Brook

$29,481.60 Bryant, Margaret

13,977

Thurston, Derek

$27,131.28 DuPriest, Kathy

12,750

Bilgen, Lisa

$25,625.10 Wolden, Julie

11,803

Otis, Marci

$24,334.44 Campbell, Branden

9,749

Taylor, Mary

$23,978.79 Gifford, Troy

9,229

Snider, Jason

$22,455.84 Maccabee, Amber

8,870

Ray, Carrie

$21,908.07 Weiland, Abigail

8,378

Daniels, Joel

$17,377.80 Ballweber, Theresa

8,157

Canals, Gabriel

$16,108.61 Ford, Brook

8,150

Year to Date Numbers (as of Week 26)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Attebery, Shane

42.1% Jones, Amanda

40.0%

Marquess, Rick

34.5% Weiland, Abigail

38.3%

Thurston, Doug

33.4% Taylor, Mary

37.4%

Top 15 Openers

YTD - 2021 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$858,130.92

Kunkler, Karen

Bryant, Margaret

$144,435.81

Isaacson, Stephanie

95,448

Campbell, Branden

$122,482.56

Losada Monroy, Raquel

51,093

108,787

Shipman, Jeff

$76,401.96

Miller, Tricia

38,191

Ballweber, Theresa

$69,481.41

Buschman, Roxana

25,086

Lane, Michael

$64,702.83

Bryant, Margaret

23,711

Daniels, Joel

$52,813.54

Gifford, Troy

22,131

Bringhurst, Angela

$51,535.08

DuPriest, Kathy

21,801

Thurston, Derek

$50,271.84

Wolden, Julie

21,572

Bilgen, Lisa

$41,774.97

Lane, Michael

20,818

Ray, Carrie

$39,590.73

Campbell, Branden

14,996

Egan, Rhett

$36,300.96

Daniels, Joel

12,959

Otis, Marci

$35,954.40

Maccabee, Amber

12,854

Taylor, Mary

$34,597.37

Ballweber, Theresa

12,765

Scheppegrell, Leslie

$34,344.96

Egan, Rhett

12,705

Year to Date Numbers (as of Week 26) Top 5 Coordinators Ballweber, Theresa

WK 26 Net Sales Credits 17,165

Talburt, Marci

1,411

Bonner, Lynn

1,395

Bryant, Margaret

1,170

Gross, Lynsay

Top 5 Coordinators

462

QTD Total Net Sales Credit

Ballweber, Theresa

91,988

Talburt, Marci

16,972

Bryant, Margaret

10,257

Bonner, Lynn

5,188

Gross, Lynsay

4,997

Top 5 Coordinators Ballweber, Theresa

YTD Total Net Sales Credit 141,660

Talburt, Marci

32,620

Bryant, Margaret

17,084

Gross, Lynsay

8,167

Bonner, Lynn

6,529

2nd Qtr Cases 2021 Goal:

34 2021 Actual:

37

108%

2021 Cases 2021 Goal:

203 2021 Actual:

70

34.4% 2nd Qtr Premium 2021 Goal:

$1,631,995 2021 Actual:

$1,637,346

100% 2021 Premium 2021 Goal

$9,490,000 2021 Actual:

$2,894,520

30.5%

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

Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@coloniallife.com

Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@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