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