Oregon Idaho SW WA Pioneers June 22, 2021
SECOND QUARTER BUSINESS PROCESSING DEADLINES MARK DOWN THESE KEY DATES •
NEW CONTRACT SUBMISSION – RECEIVED BY FRIDAY, JUNE 25.
•
CLEAN CENSUS ENROLLMENT FILES – RECEIVED BY WEDNESDAY, JUNE 23, AT 6:00 P.M. EST.
•
CLEAN MANUAL BUSINESS RECEIVED BY WEDNESDAY, JUNE 30, AT 6:00 P.M. EST.
•
NEW BUSINESS – WILL CONTINUE TO BE PROCESSED UNTIL FRIDAY, JULY 2, AT 7:00 P.M. EST.
•
CLEAN ELECTRONIC BUSINESS – RECEIVED BY FRIDAY, JULY 2, AT 10:00 P.M. EST.
New Cases Opened This Week: Don Brink Lois Fleener Derek Thurston
Watch our Inforce Growth! New Line of Coverage (Dental Initiative) Results So Far... Week 24 Dental Sales: $7,474.20 Week 24 Groups Adding Dental Policies: 10 Week 24 Number of Existing Groups Achieving Case Count By Adding Dental Policies: 0 Top 3 Agents Dental Premium For Week : Don Brink: $2,665.68 Brook Ford: $806.88 Jeff Shipman: $668.52
Perfection is not attainable, but if we chase perfection we can catch excellence. Vince Lombardi
2022 PRESIDENT'S CLUB AND LEADERS CONFERENCE FIND THE ALOHA SPIRIT IN HAWAII 2022 President's Club Four Seasons Resort O'ahu at Ko Olina O'ahu, Hawaii March 12-15, 2022 Qualify for the 2022 President’s Club and experience the laid-back luxury of the Four Seasons Resort O’ahu at Ko Olina. This exclusive resort offers everything you can dream of in a tropical paradise, from pristine private beaches to star-filled nights. Relax in your luxurious scenic room, unwind with a massage in the spa, join friends for a round of golf or a set of tennis, sail aboard an outrigger canoe or dip your toes in the serenity pool. Then finish your day with world-class dining backed by a spectacular sunset off the island’s western coast.
2022 Leaders Conference Hyatt Regency Maui Resort & Spa Lahaina, Maui, Hawaii March 15-20, 2022 Spectacular Ka’anapali Beach will be steps outside your door when you qualify for the 2022 Leaders Conference at the Hyatt Regency Maui Resort & Spa. This breathtaking oceanfront resort is ideally located to enjoy Maui’s endless options for relaxation and adventure. Enjoy luxurious accommodations, international cuisine, designer boutiques and a myriad of activities on land and water, from championship golf to volcanic crater treks to snorkeling and sailing to a relaxing stroll along beautiful white-sand beaches. Make plans now to qualify and experience the Aloha Spirit in 2022!
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 DGA’s
WTD Top ADM’s
Thurston, Doug
$87,675.55
Shipman, Jeff
$16,235.76
Alley, Mike
$20,814.41
Canals, Gabriel
$15,985.77
Maxwell, Denise
Top 15 Openers
$8,817.72
Week 24 Sales
Runtz, Joe
Top 15 Benefit Counselors
$3,758.64
WK 24 Net Sales Credits
Brink, Don
$53,568.89 Isaacson, Stephanie
5,342
Shipman, Jeff
$16,018.63 Losada Monroy, Raquel $10,728.96 Miller, Tricia
3,178
Campbell, Branden
2,456
Wollen, Gordon
$5,153.88 Kunkler, Karen
2,373
Thurston, Derek
$5,067.81 Campbell, Branden
1,935
Bryant, Margaret
$3,267.69 Wollen, Gordon
1,584
Fleener, Lois
$3,065.64 Buschman, Roxana
1,501
Bilgen, Lisa
$2,801.58 Ford, Brook
1,211
Gonzalez, Ernesto
$2,383.80 Perdomo, Angela
1,073
Taylor, Mary
$1,616.52 Marti, Alex
834
Ray, Carrie
$1,543.80 Bryant, Margaret
529
Ballweber, Theresa
$1,466.01 Runtz, Joe
481
Runtz, Joe
$1,374.84 Wolden, Julie
481
Bringhurst, Angela
$1,357.92 Peterson, Kimberely
415
Helsley, Kay
$854.76 DuPriest, Kathy
390
Quarter to Date Numbers (as of Week 24)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Attebery, Shane
77.3%
Weiland, Abigail
111.1%
Thurston, Doug
75.0%
Jones, Amanda
85.3%
Alley, Mike
62.8%
Canals, Gabriel
82.5%
Top 15 Openers Brink, Don
QTD - 2021 Sales
Top 15 Benefit Counselors
$397,493.59 Isaacson, Stephanie
QTD Total Net Sales Credit 42,224
Campbell, Branden
$81,725.16 Kunkler, Karen
38,709
Lane, Michael
$54,617.79 Losada Monroy, Raquel
26,264
Shipman, Jeff
$50,662.93 Miller, Tricia
22,850
Bryant, Margaret
$43,016.73 Buschman, Roxana
13,878
Ballweber, Theresa
$30,913.87 DuPriest, Kathy
12,750
Ford, Brook
$27,429.84 Lane, Michael
12,554
Bilgen, Lisa
$22,894.14 Wolden, Julie
11,803
Snider, Jason
$22,006.80 Campbell, Branden
8,955
Ray, Carrie
$18,857.13 Gifford, Troy
8,450
Thurston, Derek
$18,652.98 Weiland, Abigail
8,378
Daniels, Joel
$15,197.52 Snider, Jason
7,702
Helsley, Kay
$15,112.80 Ford, Brook
7,352
Taylor, Mary
$14,802.07 Ballweber, Theresa
7,006
Rathmanner, Casey
$14,498.78 Maccabee, Amber
6,740
Year to Date Numbers (as of Week 24)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Attebery, Shane
34.4% Jones, Amanda
39.1%
Marquess, Rick
30.7% Weiland, Abigail
37.1%
Thurston, Doug
28.3% Taylor, Mary
32.5%
Top 15 Openers
YTD - 2021 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$678,964.59
Kunkler, Karen
92,946
Campbell, Branden
$109,688.16
Isaacson, Stephanie
90,086
Bryant, Margaret
$104,858.67
Losada Monroy, Raquel
44,880
Ballweber, Theresa
$68,777.61
Miller, Tricia
35,260
Lane, Michael
$65,503.71
DuPriest, Kathy
21,801
Shipman, Jeff
$56,295.21
Wolden, Julie
21,572
Daniels, Joel
$50,633.26
Gifford, Troy
21,352
Bringhurst, Angela
$48,901.20
Buschman, Roxana
19,171
Thurston, Derek
$41,793.54
Lane, Michael
17,379
Bilgen, Lisa
$39,044.01
Campbell, Branden
14,202
Egan, Rhett
$38,131.68
Egan, Rhett
13,346
Ray, Carrie
$36,539.79
Daniels, Joel
12,353
Rathmanner, Casey
$36,043.02
Bryant, Margaret
12,162
Scheppegrell, Leslie
$34,344.96
Ballweber, Theresa
11,614
Taylor, Todd
$28,066.13
Maccabee, Amber
10,723
Year to Date Numbers (as of Week 24) Top 5 Coordinators Ballweber, Theresa
WK 24 Net Sales Credits 9,420
Talburt, Marci
386
Bryant, Margaret
361
Gross, Lynsay
351
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
67,202
Talburt, Marci
15,099
Bryant, Margaret
6,051
Gross, Lynsay
4,152
Bonner, Lynn
3,020
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 116,874
Talburt, Marci
30,747
Bryant, Margaret
12,877
Gross, Lynsay
7,322
Ward, Sue
5,646
2nd Qtr Cases 2021 Goal:
34 2021 Actual:
32
94.1%
2021 Cases 2021 Goal:
203 2021 Actual:
65
32% 2nd Qtr Premium 2021 Goal:
$1,631,995 2021 Actual:
$1,260,972
77.2% 2021 Premium 2021 Goal
$9,490,000 2021 Actual:
$2,518,147
26.5%
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
Nate Johnson Territory Sales Trainer 503-416-0554 (office) 360-980-2219 (cell) njohnson@coloniallife.com
Taylor Bartholomew Recruiting Consultant 385-377-5013 (cell) TBartholomew@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