June 22, 2022 SECOND QUARTER 2022 BUSINESS SUBMISSION DEADLINES Second quarter new contract submission deadline -- Friday, June 24 The last day to submit completed new producer and new manager con-tracts to count toward second quarter recruiting goals is Friday, June 24. For the contract to be considered complete, the new producer or manager must have taken the market conduct test, have a license and background issues need to be explained, if applicable. We'll process contracts received after Friday, June 24, in the order received, but this doesn't guarantee processing for second quarter. Be aware different jurisdictions have varying turnaround times for background checks. For an easier, fast-er and paperless contracting system, visit the Online Contracting page. Review contracts submitted online 24/7 on your online dashboard. Questions? E-mail Contracts@ColonialLife.com.
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. Important note: As we have done at the end of every quarter, the home office will automatically submit outstanding Harmony business for completed enrollments with coverage effective dates up to and including June 30, 2022, on the last business day of the quarter, July 1, 2022, starting at 3 p.m. EST. Be aware, if you have business that should NOT be submitted, your VPS needs to inform the home office before June 30, 2022, at 10 p.m. EST. Those requests need to be sent to HOBusiness.Submit@ColonialLifeSales.com.
“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 24
Results as of Week 24
New Cases Opened This Week: Wes Betz C Cagney Erickson C Shawn Hayes M Jeff Mitchell
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 24) Names in blue denote agents within first 52 weeks.
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$222,769.97
Canals, Gabriel
$35,801.31
Maxwell, Denise
$11,317.26
Cornett, Eric
$9,775.74
Naugle, Ty
$11,010.12
Jones, Amanda
$8,952.72
Top 15 Openers Brink, Don
Week 24 Sales
Top 15 Benefit Counselors
WK 24 Net Sales Credits
$139,850.75 Kinney, David
15,554
$14,535.72 Smith, Pamela
6,769
Hayes, Shawn
$9,152.04 Cottle, Craig
6,340
Mitchell, Jeff
$8,549.28 Losada Monroy, Raquel
4,773
Bryant, Margaret
$8,017.90 Isaacson, Stephanie
3,525
Campbell, Branden
$6,629.76 Cornett, Eric
3,494
Snider, Jason
$5,076.24 Maccabee, Amber
3,078
Maltos-Morales, Ashley
$4,138.74 Miller, Tricia
3,010
Ballweber, Theresa
$3,801.87 Mitchell, Jeff
2,992
Wolden, Julie
$3,721.32 Kunkler, Karen
2,516
Curry, John
$3,635.55 Betz, Wes
2,458
Canals, Gabriel
$3,114.00 Runyan, Jill
1,812
Ray, Carrie
$2,996.04 Snider, Jason
1,804
Bilgen, Lisa
$2,951.97 Wolden, Julie
1,302
Bringhurst, Angela
$1,777.32 Morrison, Robert
1,169
Betz, Wes
Quarter to Date Numbers (as of Week 24)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Naugle, Ty
226.6%
Curry, John
247.9%
Runtz, Joe
176.4%
Weiland, Abigail
201.8%
Maxwell, Denise
133.1%
Stubbs, Jason
124.0%
Top 15 Openers Brink, Don
QTD - 2022 Sales
Top 15 Benefit Counselors
$689,526.07 Kinney, David
QTD Total Net Sales Credit 65,892
Campbell, Branden
$99,335.94 Isaacson, Stephanie
43,602
Bryant, Margaret
$96,467.60 Hadlock, Ken
42,526
Bilgen, Lisa
$66,921.27 Losada Monroy, Raquel
39,510
Thurston, Derek
$41,400.66 Kunkler, Karen
29,951
Mitchell, Jeff
$36,603.84 Maccabee, Amber
29,668
Webb, Tiffany
$36,444.36 Smith, Pamela
27,851
Steele, Andrew
$27,399.60 Cottle, Craig
23,759
Betz, Wes
$27,327.99 Miller, Tricia
23,375
Maltos-Morales, Ashley
$26,732.76 Buschman, Roxana
15,259
Runtz, Krista
$25,419.69 Mitchell, Jeff
12,811
Talburt, Marci
$24,937.59 Morrison, Robert
11,430
Curry, John
$24,921.21 Runtz, Krista
10,866
Weiland, Abigail
$22,794.65 Fleener, Lois
9,337
Bringhurst, Angela
$20,222.82 Morgester, Christine
8,592
Year to Date Numbers (as of Week 24)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
64.1% Weiland, Abigail
76.0%
Maxwell, Denise
51.7% Curry, John
58.5%
Thurston, Doug
39.1% Otis, Marci
39.5%
Top 15 Openers Brink, Don
YTD - 2022 Sales $1,104,118.20
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Kinney, David
102,194
Bryant, Margaret
$211,492.58
Isaacson, Stephanie
80,383
Campbell, Branden
$187,475.85
Losada Monroy, Raquel
74,289
Bilgen, Lisa
$80,254.80
Kunkler, Karen
65,670
Webb, Tiffany
$69,671.58
Maccabee, Amber
50,507
Betz, Wes
$65,823.00
Hadlock, Ken
48,130
Runtz, Krista
$57,478.37
Smith, Pamela
38,384
Thurston, Derek
$50,104.68
Miller, Tricia
30,436
Talburt, Marci
$44,913.88
Buschman, Roxana
28,841
Gifford, Troy
$44,845.45
Cottle, Craig
23,759
Curry, John
$44,041.53
Gifford, Troy
20,539
Bringhurst, Angela
$42,317.03
Runtz, Krista
18,934
Day, Terra
$41,556.03
Betz, Wes
17,212
Mitchell, Jeff
$36,603.84
Morrison, Robert
13,555
Weiland, Abigail
$32,412.50
Mitchell, Jeff
13,519
Year to Date Numbers (as of Week 24) Top 5 Coordinators Ballweber, Theresa
WK 24 Net Sales Credits 19,445
Talburt, Marci
1,236
Hayes, Shawn
915
Bryant, Margaret
643
Mitchell, Jeff
369
Top 5 Coordinators Ballweber, Theresa Talburt, Marci
QTD Total Net Sales Credit 102,743 30,739
Bryant, Margaret
9,847
Bonner, Lynn
5,389
Mitchell, Jeff
2,818
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
172,572
Talburt, Marci
46,995
Bryant, Margaret
21,933
Bonner, Lynn
14,112
Gifford, Troy
6,218
2nd Qtr Cases 2022 Goal:
73 2022 Actual:
43
58.9%
2022 Cases 2022 Goal:
350 2022 Actual:
78.5 cases 22.4% 2nd Qtr Premium 2022 Goal:
$1,978,000 2022 Actual:
$1,962,879
99.2% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $3,516,814
35.3%
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