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Oregon Idaho Pioneers June 12, 2018 October 6, 2016

Group Accident (GAC4000) is coming in the June 24, Harmony release. Learn about these new plans that offer a 37% increase in benefits and provide a great opportunity to get new customers. A series of 25-minute webinars have been scheduled to get you ready for the launch. •

Thursday, June 14 – Highlights and features 9 a.m. & 12 p.m. ET Join Skype Meeting: Dial in – (855) 898-9888/Passcode – 750-733-341

Thursday, June 21 -- Positioning 9 a.m. & 12 p.m. ET Join Skype

Meeting: Dial in – (855) 898-9888/Passcode – 750-733-341

For more information visit


Spencer Ingram Adam Klein Greg Barthlome Cheryl Beeson

SECOND QUARTER 2018 BUSINESS PROCESSING DEADLINES IMPORTANT DATES • • • •

Clean manual business received by Tuesday, June 26. Clean census enrollment files – received by Wednesday, June 27, at 6 p.m. New business – will continue to be processed until Friday, June 29, at 7 p.m. EST. Clean electronic business – received by Friday, June 29, at 10 p.m. EST.


YOU’RE INVITED... OREGON/IDAHO TERRITORY Summer Meeting & Picnic Lake Oswego, OR Thursday, July 19, 2018 Boise, ID Friday, July 27, 2018 Invitations emailed June 11. See you there!


This Week’s New Cases Opened by: Branden Campbell—2 cases Zara Pines Rita Robinson Jeff Shipman John Wiemann


2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer. 2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime. Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.


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

$82,990.92

Bringhurst, Angela

$23,916.48

Alley, Mike

$36,489.12

Robinson, Rita

$22,058.22

Cornett, Kevin

$28,084.44

Shipman, Jeff

$19,812.48

Top 15 Openers

Week 23 Sales

Top 15 Benefit Counselors

WK 23 Net Sales Credits

Brink, Don

$35,718.70 Fleener, Lois

4,595

Bringhurst, Angela

$21,216.96 Myers, Jan

4,399

Shipman, Jeff

$19,813.63 Morgester, Christine

4,360

Campbell, Branden

$18,329.16 Brink, Don

3,410

Pines, Zara

$13,232.73 Taylor, Thomas

2,983

Kartub, Doug

$10,734.72 Campbell, Branden

2,928

Taylor, Mary

$7,581.49 Buschman, Roxana

2,270

Wiemann, John

$5,446.08 Losada Monroy, Raquel

1,931

Cornett, Eric

$4,518.60 Bringhurst, Braydon

1,868

Hillier, Shane

$4,461.00 Leach, Susan

1,717

Gifford, Troy

$3,956.94 Bryant, Margaret

1,700

Maxwell, Denise

$3,915.63 Hillier, Shane

1,561

Wolden, Julie

$3,551.76 Taylor, Mary

1,465

Bryant, Margaret

$3,265.44 Thurston, Derek $2,553.91 Gifford, Troy

1,464

Rasmussen, Kelley

1,329


Quarter to Date Numbers (as of Week 23)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Cornett, Kevin

184.7%

Bringhurst, Angela

403.4%

Bringhurst, Steve

162.4%

Bilgen, Lisa

193.8%

Alley, Mike

130.0%

Campbell, Branden

118.0%

Top 15 Openers

QTD - 2018 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Bringhurst, Angela

$193,966.61 Morgester, Christine

26,950

Brink, Don

$110,866.83 Isaacson, Stephanie

23,586

Thurston, Doug

$71,320.41 Losada Monroy, Raquel

21,413

Pines, Zara

$68,402.18 Brink, Don

18,214

Campbell, Branden

$66,069.00 Kunkler, Karen

17,256

Jones, Eric

$51,900.07 Bringhurst, Braydon

16,914

Bryant, Margaret

$48,100.51 Leach, Susan

15,798

Griffeth, Jeff

$43,300.14 Myers, Jan

14,732

Grimes, Stan

$42,808.05 Buschman, Roxana

14,281

Kartub, Doug

$40,681.86 Gifford, Troy

12,503

Bilgen, Lisa

$37,105.08 Rasmussen, Kelley

10,980

Taylor, Mary

$34,170.85 Wolden, Julie

10,483

Shipman, Jeff

$33,845.88 Jones, Eric

9,357

Cornett, Eric

$32,036.04 Griffeth, Jeff

9,293

Rathmanner, Casey

$31,148.08 Kramer, Cassandra

9,215


Year to Date Numbers (as of Week 23)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Bringhurst, Steve

86.5% Bringhurst, Angela

Alley, Mike

41.7% Bilgen, Lisa

58.2%

Estrada, Ed

36.1% Canals, Gabriel

56.7%

Top 15 Openers

YTD - 2018 Sales

Top 15 Benefit Counselors

123.5%

YTD Total Net Sales Credit

Brink, Don

$256,868.65

Isaacson, Stephanie

70,740

Bringhurst, Angela

$238,145.87

Kunkler, Karen

48,613

Pines, Zara

$163,377.52

Buschman, Roxana

44,995

Thurston, Doug

$130,935.90

Leach, Susan

39,577

Gifford, Troy

$92,085.54

Morgester, Christine

38,368

Dickson, Brian

$86,654.64

Losada Monroy, Raquel

38,323

Jones, Eric

$83,918.97

Wolden, Julie

26,808

Campbell, Branden

$77,392.50

Bringhurst, Braydon

26,139

Griffeth, Jeff

$75,902.77

Wollen, Gordon

24,434

Waldram, Matthew

$69,495.12

Brink, Don

24,166

Day, Eric

$64,807.11

Griffeth, Jeff

24,001

Bryant, Margaret

$64,670.07

Jones, Eric

22,371

Bilgen, Lisa

$60,724.98

Gifford, Troy

22,189

Grimes, Stan

$54,503.40

Myers, Jan

21,415

Shipman, Jeff

$49,651.79

Rasmussen, Kelley

18,860


2nd Qtr Cases 2018 Goal:

37 2018 Actual:

55

148%

2018 Cases 2018 Goal:

249 2018 Actual:

118

47.3% 2nd Qtr Premium 2018 Goal:

$1,417,004 2018 Actual:

$1,407,364

99.3% 2018 Premium 2018 Goal

$8,791,000 2018 Actual:

$2,819,573

32%


THE CORE TEAM

Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com

Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com

Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550

June 12, 2018 newsletter  
June 12, 2018 newsletter  
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