Oregon Idaho Pioneers June 11, 2019 October 6, 2016
YOU’RE INVITED… Thursday, June 13th, 2019 ALL TERRITORY MEETING 1—5 pm, across the street from the Territory Office, at 5300 Meadows Road, in the first floor Conference Center. For agents in Idaho, you will be able to participate via our Video Conference Link. Dinner following for DGA’s, ADM’s and ASM’s at Fogo de Chao.
Friday, June 14th, 2019, Manager Meeting for DGA’s, ADM’s and ASM’s, Chart House, 8 am—4:30 pm
2Q business submission deadlines •
New contract submission – Friday, June 21.
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Clean manual business – received by Tuesday, June 25.
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Clean census enrollment files – received by Wednesday, June 26, at 6 p.m. EST.
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New business – will continue to be processed until Friday, June 28, at 7 p.m. EST.
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Clean electronic business – received by Friday June 28, at 10 p.m. EST.
New Cases Opened This Week: Catherine Beck Don Brink Brad Parsons Casey Rathmanner (3 cases) Carrie Ray
June Classes Opener Class June 4—6 8 am – 5 pm
Enroller Class June 8 - 9 8 am – 5 pm
July Classes Opener Class July 9-11 8 am—5 pm
Enroller Class July 23-24 8 am—5 pm
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 23)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug Alley, Mike Bringhurst, Steve
Top 15 Openers
$121,932.64
Rathmanner, Casey
$16,169.09
$33,871.47
Rasmussen, Kelley
$12,044.96
$8,243.16
Week 23 Sales
Canals, Gabriel
Top 15 Benefit Counselors
Brink, Don
$90,713.26 Isaacson, Stephanie
Rasmussen, Kelley
$11,475.31 Wolden, Julie
$8,844.90
WK 23 Net Sales Credits 12,754 8,378
Rathmanner, Casey
$9,879.05 Kunkler, Karen
6,204
Bringhurst, Angela
$7,741.56 Myers, Jan
4,872
Weiland, Abigail
$4,934.35 Losada Monroy, Raquel
4,058
Parsons, Brad
$4,390.32 Morgester, Christine
3,797
Myers, Jan
$4,357.25 Brink, Don $4,316.64 Grimes, Stan
3,167 1,941
Ballweber, Theresa
$4,117.32 Rasmussen, Kelley $3,116.52 Stevenson, Ronald
Shipman, Jeff
$3,074.23 Weiland, Abigail
1,064
Campbell, Branden
$2,406.60 Bringhurst, Angela $2,239.44 Leach, Susan
880
$1,906.74 Parsons, Kate $1,416.14 Moote, Liz
716
Beck, Catherine Pines, Zara
Stevenson, Ronald Taylor, Mary Bryant, Margaret
1,988 1,120
782 712
Quarter to Date Numbers (as of Week 23)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
80.9%
Canals, Gabriel
Marquess, Rick
72.1%
Taylor, Mary
72.4%
Kezele, Will
63.9%
Rathmanner, Casey
69.7%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
220.4%
QTD Total Net Sales Credit
Campbell, Branden
$246,611.76 Isaacson, Stephanie
49,501
Brink, Don
$150,933.14 Losada Monroy, Raquel
28,093
Bringhurst, Angela
$64,320.09 Wolden, Julie
26,797
Bryant, Margaret
$62,359.44 Kunkler, Karen
21,568
Griffeth, Jeff
$56,308.16 Gifford, Troy
19,211
Rathmanner, Casey
$50,581.12 Buschman, Roxana
14,113
Gifford, Troy
$47,338.09 Griffeth, Jeff
14,098
Jones, Eric
$36,446.22 Leach, Susan $32,958.03 Myers, Jan
12,962
10,912
Pines, Zara
$29,845.50 Brink, Don $27,721.29 Rasmussen, Kelley
Stubbs, Jason
$23,652.63 Pratt, Jared
9,222
Pratt, Jared
$19,720.08 Jones, Eric
8,778
Rasmussen, Kelley
$19,523.43 Weiland, Abigail
8,409
Weiland, Abigail
$19,343.35 Miller, Tricia
8,266
Day, Terra
Ray, Carrie
11,686 10,744
Year to Date Numbers (as of Week 23)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
31.5% Canals, Gabriel
49.8%
Alley, Mike
30.8% Rathmanner, Casey
39.3%
Bringhurst, Steve
29.3% Jones, Eric
31.9%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Campbell, Branden
$323,434.71
Isaacson, Stephanie
Brink, Don
$245,881.08
Losada Monroy, Raquel
49,879
Bryant, Margaret
$184,362.90
Wolden, Julie
34,766
Bringhurst, Angela
$113,372.91
Kunkler, Karen
33,779
111,315
Ray, Carrie
$94,108.14
Liddell, Billy
33,207
Rathmanner, Casey
$82,824.38
Leach, Susan
30,289
Gifford, Troy
$69,390.73
Weiland, Abigail
29,661
Griffeth, Jeff
$66,381.39
Day, Terra
25,705
Pines, Zara
$65,760.56
Buschman, Roxana
23,581
Kartub, Doug
$63,782.94
Rasmussen, Kelley
22,777
Jones, Eric
$52,580.58
Pratt, Jared
21,595
Day, Terra
$50,303.31
Brink, Don
20,819
Pratt, Jared
$37,714.10
Gifford, Troy
19,861
Stubbs, Jason
$34,950.75
Morgester, Christine
19,576
Myers, Jan
$34,820.09
Griffeth, Jeff
19,460
Year to Date Numbers (as of Week 23)
Top 5 Coordinators Ballweber, Theresa Talburt, Marci
WK 23 Net Sales Credits 12,156.51 2,744.61
Bringhurst, Angela
732.01
Ward, Susan
261.67
Gross, Lynsay
247.68
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
65,133.96
Talburt, Marci
16,265.19
Bryant, Margaret
10,638.04
Gifford, Troy
10,565.68
Gross, Lynsay
Top 5 Coordinators Ballweber, Theresa
6,090.43
YTD Total Net Sales Credit 144,953
Talburt, Marci
42,227
Bryant, Margaret
15,113
Gross, Lynsay
13,954
Gifford, Troy
13,568
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
48
64.8%
2019 Cases 2019 Goal:
376 2019 Actual:
117
31.1%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$1,460,043
62.7% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$3,258,400
28.1%
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