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June 14, 2022 Newsletter

Page 1

June 14, 2022


SECOND QUARTER 2022 BUSINESS SUBMISSION DEADLINES Second quarter new contract submission deadline -- Friday, June 24

Second quarter processing deadlines: •

Clean census enrollment files -- received by Thursday, June 23, at 6 p.m. ET

•

Clean manual business -- received by Wednesday, June 29, at 6 p.m. ET

•

New business -- will continue to be processed until Friday, July 1, at 7 p.m. ET

•

Clean electronic business -- received by Friday, July 1, at 10 p.m. ET.


“My life is like a stroll upon the beach, as near to the ocean’s edge as I can go.” – Henry David Thoreau


Results as of Week 23


Results as of Week 23


New Cases Opened This Week: Don Brink (3 cases) John Curry M Brian Delaney Ashley Maltos-Morales E Joe Runtz C Andrew Steele C

C = Construction M = Manufacturing W = Wholesale G = Grocery CG = City Government E = Educator


2023 PRESIDENT'S CLUB AND LEADERS CONFERENCE GREECE, WELCOME ABOARD 2023 President's Club Four Seasons Astir Palace Hotel Athens, Greece May 6-8, 2023 Qualify for the 2023 President’s Club and experience two nights of world-class luxury at the Four Seasons Astir Palace on the sophisticated Athens Riviera. You'll enjoy the seclusion of this seaside escape near the wonders of ancient civilization in Athens’ historical city center. Qualifiers and their guests can choose from a visit to the famed Acropolis, an Athens food tour, wine tastings and cooking classes, an excursion to sacred Cape Sounion, spa treatments and more. 2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 8-14, 2023 Qualify for this trip and you’ll watch the Aegean Sea from your private balcony on the allsuite Regent Seven Seas Voyager. Step back thousands of years in time as you visit Greek and Roman antiquities, and enjoy the captivating charm of Santorini, Heraklion, Rhodes, Kusadasi and Mykonos. If sparkling seas, warm sun, beautiful scenery, exquisite dining and exploring other worlds are your idea of heaven, this is a trip you don't want to miss. Make sure you have plans to qualify for the voyage of a lifetime!


Field Development is excited to host four field-supporting schools Date Home Office School in 2022: •

Advanced Rep School

•

ADM New Manager School

•

DGA New Manager School

•

Newly-revamped ADM/DGA Partnership Training

April 5

Advanced Rep School

April 19

ADM New Manager School

May 17

DGA New Manager School

July 12

Advanced Rep School

July 19

ADM New Manager School

July26

ADM/DGA Partnership

Aug 16

DGA New Manager School

Each school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and development, and following the fundamentals of our business. Field leaders and consultants will present and drive content for each school along with home office subject matter experts. Schools will begin in second quarter, specific qualifications for each school must be met in order to attend. The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks.

For qualifications, visit Propr, or check out the video: https://player.vimeo.com/

video/689042130


Week to Date Numbers (as of Week 23) Names in blue denote agents within first 52 weeks.

WTD Top ADM’s

WTD Top DGA’s $197,575.68

Canals, Gabriel

$48,314.22

Naugle, Ty

$22,861.86

Weiland, Abigail

$11,574.90

Jones, Eric

$12,889.80

Curry, John

$11,286.96

Thurston, Doug

Top 15 Openers Brink, Don Thurston, Derek Campbell, Branden Bryant, Margaret Bringhurst, Angela Betz, Wes Maltos-Morales, Ashley Steele, Andrew

Curry, John Bilgen, Lisa Weiland, Abigail

Week 23 Sales

Top 15 Benefit Counselors

$113,794.05 Cottle, Craig $17,719.74 Kinney, David

8,579

6,138

$7,233.00 Isaacson, Stephanie $6,835.98 Smith, Pamela

3,130

$6,010.80 Maccabee, Amber $4,837.68 Morgester, Christine $4,118.34 Bringhurst, Angela $4,086.03 Mitchell, Jeff

Gifford, Troy Taylor, Mary

$2,672.07 Gifford, Troy

Mitchell, Jeff

9,794

$12,291.54 Losada Monroy, Raquel Kunkler, Karen $12,174.15 $8,417.46 Miller, Tricia

$3,826.56 Betz, Wes Runyan, Jill $3,561.12 $2,788.08 Maltos-Morales, Ashley

Talburt, Marci

WK 23 Net Sales Credits

3,961 3,797

2,898 2,763 2,328 1,873 1,246 1,199 1,095 1,048 976


Quarter to Date Numbers (as of Week 23)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Naugle, Ty

215.2%

Curry, John

224.6%

Runtz, Joe

168.6%

Weiland, Abigail

196.8%

Maxwell, Denise

117.8%

Stubbs, Jason

117.8%

Top 15 Openers

QTD - 2022 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

$435,881.27 Kinney, David

50,338

Campbell, Branden

$80,414.64 Hadlock, Ken

42,279

Bryant, Margaret

$76,275.55 Isaacson, Stephanie

40,077

Bilgen, Lisa

$59,850.96 Losada Monroy, Raquel

34,737

Thurston, Derek

$36,444.36 Kunkler, Karen

27,434

Webb, Tiffany

$24,493.44 Maccabee, Amber

26,590

Mitchell, Jeff

$23,056.37 Smith, Pamela

21,081

Steele, Andrew

$22,002.51 Miller, Tricia

20,365

Runtz, Krista

$21,860.64 Cottle, Craig

17,419

Talburt, Marci

$20,807.46 Buschman, Roxana

15,285

Weiland, Abigail

$20,630.40 Runtz, Krista

11,079

Brink, Don

Maltos-Morales, Ashley

$19,812.96 Morrison, Robert

10,260

Curry, John

$18,708.62 Mitchell, Jeff

9,819

Erickson, Cagney

$16,838.64 Fleener, Lois

9,337

Daniels, Joel

$16,447.98 Morgester, Christine

8,592


Year to Date Numbers (as of Week 23)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Naugle, Ty

61.9% Weiland, Abigail

74.9%

Maxwell, Denise

49.3% Curry, John

54.1%

Marquess, Rick

36.8% Otis, Marci

39.5%

Top 15 Openers

YTD - 2022 Sales

Top 15 Benefit Counselors

YTD Total Net Sales Credit

Brink, Don

$964,267.45

Kinney, David

86,640

Bryant, Margaret

$203,474.68

Isaacson, Stephanie

76,858

Campbell, Branden

$180,846.09

Losada Monroy, Raquel

69,517

Bilgen, Lisa

$77,302.83

Kunkler, Karen

63,154

Webb, Tiffany

$69,671.58

Hadlock, Ken

47,883

Runtz, Krista

$57,478.37

Maccabee, Amber

47,429

Betz, Wes

$51,287.28

Smith, Pamela

31,614

Thurston, Derek

$48,426.27

Buschman, Roxana

28,867

Talburt, Marci

$44,875.06

Miller, Tricia

27,426

Gifford, Troy

$44,100.31

Gifford, Troy

20,288

Day, Terra

$40,698.15

Runtz, Krista

19,147

Bringhurst, Angela

$40,539.71

Cottle, Craig

17,419

Curry, John

$40,405.98

Betz, Wes

14,754

Weiland, Abigail

$32,412.50

Morrison, Robert

12,386

Mitchell, Jeff

$28,054.56

Fleener, Lois

11,344


Year to Date Numbers (as of Week 23) Top 5 Coordinators

WK 23 Net Sales Credits

Ballweber, Theresa

17,312

Talburt, Marci

2,739

Bryant, Margaret

1,529

Bringhurst, Angela

535

Gifford, Troy

346

Top 5 Coordinators

QTD Total Net Sales Credit

Ballweber, Theresa

83,298

Talburt, Marci

29,503

Bryant, Margaret

9,204

Bonner, Lynn

5,194

Mitchell, Jeff

2,449

Top 5 Coordinators

YTD Total Net Sales Credit

Ballweber, Theresa

153,127

Talburt, Marci

45,759

Bryant, Margaret

21,290

Bonner, Lynn

13,917

Gifford, Troy

6,103


2nd Qtr Cases 2022 Goal:

73 2022 Actual:

40

54.7%

2022 Cases 2022 Goal:

350 2022 Actual:

75.5 cases 21.5% 2nd Qtr Premium 2022 Goal:

$1,978,000 2022 Actual:

$1,693,673

85.6% 2022 Premium 2022 Goal

$9,950,000 2022 Actual: $3,247,607

32.6%


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

Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@ColonialLife.com

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

Tom Chambers Territory Sales Trainer 503-706-2099 (cell) TChambers@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


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