Oregon Idaho Pioneers June 18, 2019 October 6, 2016
ENROLLMENT PARTICIPATION Get started today: ColonialLifeEnroll.com •BENEFITS COUNSELOR DISPATCHER POWERED BY WONOLO •Need a local enroller? Dispatch benefit counselors with our easy-to-use mobile app powered by WONOLO. SEE PROPR FOR MORE INFORMATION
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: Lisa Bilgen Margaret Bryant Devan Citron Brad Parsons Doug Thurston Gordon Wollen (2 cases)
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 24)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$117,110.91
Canals, Gabriel
$33,977.52
Alley, Mike
$35,477.70
Parsons, Kate
$18,110.40
Cornett, Kevin
$20,666.88
Shipman, Jeff
$16,528.23
Top 15 Openers
Week 24 Sales
Top 15 Benefit Counselors
WK 24 Net Sales Credits
Brink, Don
$24,315.46 Isaacson, Stephanie
7,426
Parsons, Brad
$17,804.16 Wollen, Gordon
4,586
Campbell, Branden
$16,686.78 Buschman, Roxana
3,932
Shipman, Jeff
$15,642.75 Losada Monroy, Raquel
3,872
Wollen, Gordon
$13,666.32 Leach, Susan
3,616
Beck, Catherine
$11,906.76 DuPriest, Kathy
2,768
Bringhurst, Angela
$10,215.60 Shklayvel, Natasha $10,144.80 Gifford, Troy
2,756 1,936
Bilgen, Lisa
$7,928.40 Rasmussen, Kelley $7,094.43 Kunkler, Karen
Bryant, Margaret
$4,762.80 Peterson, Kimberly
1,729
Citron, Devan
$4,389.72 Myers, Jan $3,947.16 Marti, Alex
1,604
$2,650.47 Morgester, Christine $2,215.92 Wolden, Julie
1,487
Pines, Zara Ballweber, Theresa
Ford, Brook Rasmussen, Kelley Canals, Gabriel
2,459 1,818
1,581 1,332
Quarter to Date Numbers (as of Week 24)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
93.1%
Canals, Gabriel
Marquess, Rick
75.5%
Parsons, Kate
96.0%
Cornett, Kevin
68.0%
Rasmussen, Kelley
75.4%
Top 15 Openers
QTD - 2019 Sales
Top 15 Benefit Counselors
242.2%
QTD Total Net Sales Credit
Campbell, Branden
$261,894.00 Isaacson, Stephanie
56,927
Brink, Don
$175,901.87 Losada Monroy, Raquel
31,965
Bringhurst, Angela
$74,535.69 Wolden, Julie
28,129
Bryant, Margaret
$67,289.87 Kunkler, Karen
23,385
Griffeth, Jeff
$57,328.75 Gifford, Troy
21,670
Rathmanner, Casey
$51,655.39 Buschman, Roxana
18,045
Gifford, Troy
$49,050.52 Leach, Susan
16,579
Pines, Zara
$37,866.09 Griffeth, Jeff $35,768.34 Myers, Jan
14,188
12,680
Ray, Carrie
$34,316.49 Rasmussen, Kelley $29,315.43 Brink, Don
Beck, Catherine
$29,199.84 Pratt, Jared
9,813
Bilgen, Lisa
$24,063.93 Morgester, Christine
9,479
Parsons, Brad
$23,541.60 Miller, Tricia
9,237
Wollen, Gordon
$23,260.62 Wollen, Gordon
8,749
Jones, Eric
Day, Terra
13,291 11,291
Year to Date Numbers (as of Week 24)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
35.8% Canals, Gabriel
52.9%
Alley, Mike
32.9% Rathmanner, Casey
40.4%
Bringhurst, Steve
30.6% Jones, Eric
31.9%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Campbell, Branden
$340,121.49
Isaacson, Stephanie
Brink, Don
$270,196.54
Losada Monroy, Raquel
53,751
Bryant, Margaret
$189,125.70
Wolden, Julie
36,098
Bringhurst, Angela
$123,588.51
Kunkler, Karen
35,597
Ray, Carrie
$93,578.07
Leach, Susan
33,905
Rathmanner, Casey
$83,898.65
Liddell, Billy
32,988
Pines, Zara
$75,905.36
Weiland, Abigail
29,661
Gifford, Troy
$71,103.16
Buschman, Roxana
27,513
Griffeth, Jeff
$67,401.98
Day, Terra
25,705
Kartub, Doug
$65,545.02
Rasmussen, Kelley
24,712
Jones, Eric
$51,902.70
Gifford, Troy
22,319
Day, Terra
$51,661.77
Pratt, Jared
22,186
Ballweber, Theresa
$38,004.99
Brink, Don
21,197
Pratt, Jared
$37,714.10
Morgester, Christine
21,063
Myers, Jan
$36,445.66
Myers, Jan
20,618
118,741
Year to Date Numbers (as of Week 24)
Top 5 Coordinators Ballweber, Theresa Talburt, Marci
WK 24 Net Sales Credits 14,127 2,102
Bringhurst, Angela
920
Gross, Lynsay
818
Bryant, Margaret
675
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
79,261
Talburt, Marci
18,368
Bryant, Margaret
11,313
Gifford, Troy
10,879
Gross, Lynsay
Top 5 Coordinators Ballweber, Theresa
6,908
YTD Total Net Sales Credit 159,081
Talburt, Marci
44,330
Bryant, Margaret
15,788
Gross, Lynsay
14,771
Gifford, Troy
13,881
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
55
74.3%
2019 Cases 2019 Goal:
376 2019 Actual:
124
32.9%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$1,661,839
71.3% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$3,460,197
29.8%
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