Oregon Idaho Pioneers June 25, 2019 October 6, 2016
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 Katie Burbery (1/2 case) Terra Day
Jamie Eldrett Brad Parsons (2 cases) Mary Taylor (1/2 case)
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
Territory Training Meeting-June 13, 2019 We had two wonderful speakers from Home Office, Nathan Clark and Heather Lozynski. We also had many Q1 and Q2 award winners from across the Territory. Congratulations, everyone!
Movies Filmed in Hawaii Be sure to visit these sites when you win the trip to Hawaii!
Huleia River, Kauai—Raiders of the Lost Ark Coco Palms Hotel, Kauai—Blue Hawaii and South Pacific Lumahai Beach, Kauai— South Pacific Manawaiopuna Falls, Kauai—Jurassic Park Hanalei, Kauai—The Descendants
“Everything good, everything magical happens between the months of June and August.” ~Jenny Han
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 25)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$72,382.32
Bringhurst, Angela
$21,203.88
Alley, Mike
$42,990.90
Shipman, Jeff
$14,410.80
Bringhurst, Steve
$25,944.90
Rathmanner, Casey
$14,359.08
Top 15 Openers
Week 25 Sales
Top 15 Benefit Counselors
WK 25 Net Sales Credits
Brink, Don
$47,652.34 Losada Monroy, Raquel
9,995
Shipman, Jeff
$14,103.97 Bringhurst, Braydon
3,157
Bringhurst, Angela
$12,745.26 Wolden, Julie
2,399
Parsons, Brad
$12,127.32 Isaacson, Stephanie
1,920
Bringhurst, Braydon
$7,699.74 Morgester, Christine
1,864
Ray, Carrie
$7,043.40 Leach, Susan
1,698
Rathmanner, Casey
$5,201.20 Shklayvel, Natasha $5,171.97 Kunkler, Karen
1,680 1,605
Eldrett, Jamie
$4,052.22 Eldrett, Jamie $3,759.03 Marti, Alex
Pines, Zara
$3,624.12 Buschman, Roxana
1,241
Day, Terra
$3,355.47 Grimes, Gail $2,888.82 Weiland, Abigail
1,239
$2,437.08 Moote, Liz $2,418.31 Ford, Brook
1,189
Bilgen, Lisa Ford, Brook
Taylor, Mary Jones, Eric Rasmussen, Kelley
1,672 1,274
1,196 1,087
Quarter to Date Numbers (as of Week 25)
QTD Top DGA’s by % of Plan Thurston, Doug
100.7%
Marquess, Rick Cornett, Kevin
Top 15 Openers
QTD Top ADM’s by % of Plan Canals, Gabriel
247.4%
80.0%
Parsons, Kate
124.9%
77.4%
Rasmussen, Kelley
QTD - 2019 Sales
Top 15 Benefit Counselors
91.5%
QTD Total Net Sales Credit
Campbell, Branden
$262,500.96 Isaacson, Stephanie
58,848
Brink, Don
$225,574.98 Losada Monroy, Raquel
41,960
Bringhurst, Angela
$87,280.95 Wolden, Julie
30,528
Bryant, Margaret
$69,721.07 Kunkler, Karen
25,058
Griffeth, Jeff
$57,328.75 Gifford, Troy
22,257
Rathmanner, Casey
$56,856.59 Buschman, Roxana
19,286
Gifford, Troy
$50,238.88 Leach, Susan
18,277
Pines, Zara
$41,490.21 Griffeth, Jeff $38,205.42 Myers, Jan
14,188
13,368
Ray, Carrie
$37,671.96 Rasmussen, Kelley $36,358.83 Brink, Don
Parsons, Brad
$35,668.92 Morgester, Christine
11,342
Shipman, Jeff
$34,619.84 Pratt, Jared
10,217
Beck, Catherine
$30,072.84 Weiland, Abigail
9,605
Bilgen, Lisa
$29,235.90 Jones, Eric
9,393
Jones, Eric
Day, Terra
13,600 11,667
Year to Date Numbers (as of Week 25)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Cornett, Kevin
38.6% Canals, Gabriel
53.6%
Alley, Mike
35.3% Rathmanner, Casey
42.4%
Bringhurst, Steve
33.7% Jones, Eric
33.1%
Top 15 Openers
YTD - 2019 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Campbell, Branden
$340,728.45
Isaacson, Stephanie
Brink, Don
$317,848.88
Losada Monroy, Raquel
63,746
Bryant, Margaret
$191,222.23
Wolden, Julie
38,497
Bringhurst, Angela
$136,333.77
Kunkler, Karen
37,269
Ray, Carrie
$100,621.47
Leach, Susan
35,603
120,662
Rathmanner, Casey
$89,099.85
Liddell, Billy
33,339
Pines, Zara
$79,529.48
Weiland, Abigail
30,857
Gifford, Troy
$72,291.52
Buschman, Roxana
28,754
Griffeth, Jeff
$67,401.98
Day, Terra
26,481
Kartub, Doug
$66,160.98
Rasmussen, Kelley
25,400
Day, Terra
$55,017.24
Morgester, Christine
22,927
Jones, Eric
$54,339.78
Gifford, Troy
22,906
Shipman, Jeff
$46,170.99
Pratt, Jared
22,590
Ballweber, Theresa
$40,131.75
Brink, Don
21,574
Pratt, Jared
$38,867.66
Myers, Jan
20,927
Year to Date Numbers (as of Week 25)
Top 5 Coordinators
WK 25 Net Sales Credits
Ballweber, Theresa
9,109
Bringhurst, Angela
2,088
Talburt, Marci
1,720
Gross, Lynsay
916
Bryant, Margaret
545
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
88,371
Talburt, Marci
20,088
Bryant, Margaret
11,858
Gifford, Troy
11,025
Bringhurst, Angela
Top 5 Coordinators Ballweber, Theresa
8,718
YTD Total Net Sales Credit 168,190
Talburt, Marci
46,050
Bryant, Margaret
16,333
Gross, Lynsay
15,687
Bringhurst, Angela
14,245
2nd Qtr Cases 2019 Goal:
74 2019 Actual:
61
82.4%
2019 Cases 2019 Goal:
376 2019 Actual:
130
34.5%
2nd Qtr Premium 2019 Goal:
$2,327,998 2019 Actual:
$1,828,902
78.5% 2019 Premium 2019 Goal
$11,589,000 2019 Actual:
$3,627,260
31.2%
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
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