June 23, 2020 Newsletter

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