June 18, 2019 Newsletter

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