Oregon Idaho SW WA Pioneers July 7, 2021
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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