Oregon Idaho Pioneers June 16, 2020 October 6, 2016
OPEN ENROLLMENT FOR COLONIAL LIFE PRODUCTS Beginning July 1, 2020, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through July 24. Sales reps will also receive commission on their enrollment. This enrollment is for new coverage only. Salespeople are eligible for individual plans with standard underwriting. To help streamline your application process, this enrollment is set up through the Call Center. Using the following information, a call center representative will assist you in your application: • •
Enrollment phone number: (866) 580-6813 Availability: Monday through Friday from 8 a.m. to 8 p.m. EST.
Additional information pertaining to the open enrollment can be located on the Colonial Life Benefit Counselor Youville sites below: http://visityouville.com/clasalesteam http://visityouville.com/nysalesteam New sales representatives New Colonial Life salespeople do not have to wait until open enrollment to apply for Colonial Life products. New salespeople may apply for coverage during their first 45 days with the company. However, the following restriction applies: For disability coverage, new reps are limited to a maximum benefit of $1,000/month.
Oregon/Idaho Territory Welcomes Our Newest DGA!
Q2 Submission Deadlines The last day to submit completed new producer and new manager contracts—June 19 •
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Clean census enrollment files – received by Tuesday, June 23 at 6 p.m. EST. Clean manual business – received by Wednesday, June 24, at 6 p.m. EST. New business – will continue to be processed until Friday, June 26, at 7 p.m. EST. Clean electronic business – received by Friday, June 26, at 10 p.m. EST.
New Cases Opened This Week: Gladys Boutwell Don Brink (2 cases) Jeannette Packard
2021 President's Club and Leaders Conference GREECE, Your Legend Awaits President's Club Four Seasons Astir Palace Hotel Athens, Greece May 3-5, 2021 Qualify for the 2021 President's Club and experience two nights of the 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 the 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.
Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 5-11, 2021 Qualify for this trip and you'll watch the Aegean Sea from your private balcony on the all-suite 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. Your Legend Awaits!
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: • •
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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 24)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$145,345.83
Canals, Gabriel
$62,165.91
Bringhurst, Steve
$9,309.12
Bringhurst, Angela
$9,309.12
Maxwell, Denise
$9,250.32
Shipman, Jeff
$5,553.44
Top 15 Openers
Week 24 Sales
Top 15 Benefit Counselors
WK 24 Net Sales Credits
Brink, Don
$63,398.66 Morgester, Christine
6,208
Boutwell, Gladys
$33,156.36 Isaacson, Stephanie
6,016
Campbell, Branden
$25,675.32 Kunkler, Karen
4,561
Bryant, Margaret
$5,842.03 Camarata, Tim
4,123
Shipman, Jeff
$4,356.44 Brink, Don
3,901
Bringhurst, Angela
$3,729.24 Wolden, Julie
2,487
Packard, Jeannette
$3,564.12 DuPriest, Kathy
2,324
Fleener, Lois
$2,526.12 Campbell, Branden
2,041
Pines, Zara
$1,973.58 Ballweber, Theresa
1,710
Canals, Gabriel
$1,652.80 Bryant, Margaret
1,462
Meyers, Chris
$1,465.68 Bringhurst, Angela
1,428
Ray, Carrie
$918.86 Leach, Susan
1,342
Thurston, Derek
$843.12 Miller, Tricia
1,237
Griffeth, Jeff
$685.01 Losada Monroy, Raquel
1,140
Ballweber, Theresa
$612.27 Packard, Jeannette
1,123
Quarter to Date Numbers (as of Week 24)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
76.9%
Ray, Carrie
63.9%
Maxwell, Denise
64.4%
Shipman, Jeff
57.5%
Rathmanner, Casey
51.7%
Taylor, Mary
46.2%
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$531,852.68 Kunkler, Karen
QTD Total Net Sales Credit 36,997
Campbell, Branden
$53,134.80 Isaacson, Stephanie
36,107
Bryant, Margaret
$45,311.82 Brink, Don
20,993
Shipman, Jeff Ford, Brook
17,840
Boutwell, Gladys
$35,598.10 Losada Monroy, Raquel $33,218.88 Leach, Susan $33,155.64 Wolden, Julie
Taylor, Mary
$22,628.58 Miller, Tricia
14,373
McGill, Nate
$15,163.68 DuPriest, Kathy
13,715
Bilgen, Lisa
$12,341.34 Morgester, Christine
11,157
Ray, Carrie
$12,211.52 Ford, Brook
8,776
Durre, Mike
$11,591.52 Gifford, Troy
7,874
Fleener, Lois
$11,571.54 Fleener, Lois $11,500.99 Camarata, Tim
6,855
$11,409.48 Durre, Mike $10,944.60 Campbell, Branden
5,546
Griffeth, Jeff Bringhurst, Angela Perry, Diane
17,587 14,943
6,044 5,512
Year to Date Numbers (as of Week 24)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
46.9% Bilgen, Lisa
58.2%
Thurston, Doug
30.4% Ray, Carrie
31.6%
Maxwell, Denise
23.4% Gifford, Troy
27.1%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$716,719.62
Isaacson, Stephanie
Bryant, Margaret
$298,530.95
Kunkler, Karen
79,139
Bilgen, Lisa
$211,647.81
Losada Monroy, Raquel
60,919
103,730
Campbell, Branden
$72,175.44
Brink, Don
35,212
Gifford, Troy
$51,776.54
DuPriest, Kathy
32,347
Bringhurst, Angela
$51,173.67
Leach, Susan
28,479
Shipman, Jeff
$43,012.88
Buschman, Roxana
23,963
Taylor, Mary
$41,034.69
Wollen, Gordon
23,520
Ray, Carrie
$37,345.55
Gifford, Troy
22,083
Pines, Zara
$36,310.05
Wolden, Julie
21,163
Boutwell, Gladys
$34,501.20
Peterson, Kimberly
19,690
Thurston, Derek
$32,998.38
Ford, Brook
19,562
Ballweber, Theresa
$29,828.98
Parsons, Kate
15,457
Stewart-Reehl, Deb
$24,150.67
Miller, Tricia
14,883
Harris, Leslie
$23,877.51
Taylor, Todd
14,378
Year to Date Numbers (as of Week 24)
Top 5 Coordinators Ballweber, Theresa
WK 24 Net Sales Credits 14,445
Bringhurst, Angela
876
Talburt, Marci
829
Gross, Lynsay
581
Bryant, Margaret
536
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
71,034
Talburt, Marci
12,450
Bryant, Margaret
6,242
Gross, Lynsay
3,797
Taylor, Stacie
2,648
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 123,030
Bryant, Margaret
50,024
Talburt, Marci
35,920
Gross, Lynsay
8,772
Gifford, Troy
8,459
2nd Qtr Cases 2020 Goal:
95 2020 Actual:
29
30.5%
2020 Cases 2020 Goal:
435 2020 Actual:
68
15.6% 2nd Qtr Premium 2020 Goal:
$2,224,997 2020 Actual:
$1,181,855
53.1% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$3,030,975
26.7%
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
Kane Maidment Territory Instructor 503-416-0554 (office) 971-707-0261 (cell) KMaidment@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550