Oregon Idaho Pioneers June 23, 2020 October 6, 2016
Q2 Submission Deadlines •
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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.
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.
Michele Sanzobrin Gail Lohla
New Cases Opened This Week: Don Brink
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: • •
• • • • • •
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 25)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$129,570.54
Canals, Gabriel
$28,384.20
Alley, Mike
$9,248.29
Taylor, Mary
$8,063.52
Marquess, Rick
$8,063.52
Shipman, Jeff
$3,406.02
Top 15 Openers
Week 25 Sales
Top 15 Benefit Counselors
WK 25 Net Sales Credits
Brink, Don
$81,146.90 Morgester, Christine
6,802
Boutwell, Gladys
$22,298.88 Kunkler, Karen
6,579
Taylor, Mary
$7,100.16 Brink, Don
5,966
Bryant, Margaret
$5,683.83 Isaacson, Stephanie
2,519
Wollen, Gordon
$3,894.18 Thurston, Derek
1,976
Thurston, Derek
$3,527.94 Wollen, Gordon
1,890
Shipman, Jeff
$3,285.64 Bryant, Margaret
1,885
Ray, Carrie
$3,049.82 Leach, Susan
1,793
Bringhurst, Angela
$2,413.44 Wolden, Julie
1,700
Pines, Zara
$2,328.12 Fleener, Lois
1,538
Ballweber, Theresa
$1,743.42 DuPriest, Kathy
1,296
Kartub, Doug
$1,506.42 Taylor, Todd
1,281
Hansen, Laurie
$1,398.12 Cooper, Linda
741
Durre, Mike
$1,038.84 Eaton, Paul
720
Griffeth, Jeff
$1,026.28 Griffeth, Jeff
614
Quarter to Date Numbers (as of Week 25)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
88.9%
Ray, Carrie
69.1%
Maxwell, Denise
70.1%
Shipman, Jeff
62.5%
Rathmanner, Casey
59.7%
Taylor, Mary
58.0%
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$614,882.53 Kunkler, Karen
QTD Total Net Sales Credit 43,577
Boutwell, Gladys
$55,454.52 Isaacson, Stephanie
38,626
Campbell, Branden
$53,665.32 Brink, Don
26,959
Bryant, Margaret
$51,030.54 Leach, Susan
19,380
Shipman, Jeff
$38,883.74 Morgester, Christine
17,959
Ford, Brook
$35,888.76 Losada Monroy, Raquel $29,806.86 Wolden, Julie
17,663
$15,261.34 DuPriest, Kathy $15,163.68 Miller, Tricia
15,011
Taylor, Mary Ray, Carrie McGill, Nate
16,643 14,779
8,894
Bilgen, Lisa
$13,822.92 Ford, Brook $12,658.62 Fleener, Lois
Durre, Mike
$12,630.36 Gifford, Troy
7,905
Griffeth, Jeff
6,054
Fleener, Lois
$12,527.27 Cooper, Linda $12,365.94 Camarata, Tim
Pines, Zara
$11,863.83 Campbell, Branden
5,556
Bringhurst, Angela
8,394
6,044
Year to Date Numbers (as of Week 25)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
47.7% Bilgen, Lisa
58.7%
Thurston, Doug
32.6% Ray, Carrie
32.6%
Maxwell, Denise
24.2% Gifford, Troy
27.5%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$797,866.52
Isaacson, Stephanie
Bryant, Margaret
$304,214.78
Kunkler, Karen
85,718
Bilgen, Lisa
$211,965.09
Losada Monroy, Raquel
60,741
106,248
Campbell, Branden
$72,705.96
Brink, Don
41,178
Boutwell, Gladys
$56,800.08
DuPriest, Kathy
33,643
Bringhurst, Angela
$53,587.11
Leach, Susan
30,272
Gifford, Troy
$52,592.02
Wollen, Gordon
25,411
Taylor, Mary
$48,134.85
Buschman, Roxana
24,032
Shipman, Jeff
$46,298.52
Wolden, Julie
22,863
Ray, Carrie
$40,395.37
Gifford, Troy
22,114
Pines, Zara
$38,638.17
Morgester, Christine
19,780
Thurston, Derek
$36,526.32
Peterson, Kimberly
19,690
Ballweber, Theresa
$31,572.40
Ford, Brook
19,680
Stewart-Reehl, Deb
$24,150.67
Taylor, Todd
15,659
Harris, Leslie
$23,877.51
Parsons, Kate
15,457
Year to Date Numbers (as of Week 25)
Top 5 Coordinators Ballweber, Theresa
WK 25 Net Sales Credits 12,705
Bryant, Margaret
790
Taylor, Stacie
787
Talburt, Marci
634
Bringhurst, Angela
249
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
83,739
Talburt, Marci
13,084
Bryant, Margaret
7,032
Gross, Lynsay
3,767
Taylor, Stacie
3,435
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 135,735
Bryant, Margaret
50,814
Talburt, Marci
36,554
Gross, Lynsay
8,742
Gifford, Troy
8,643
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:
$1,349,035
60.6% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$3,198,155
28.2%
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