June 27, 2018 newsletter

Oregon Idaho Pioneers June 27, 2018 October 6, 2016

MONDAYS ALWAYS MATTER AT THE OREGON/IDAHO TERRITORY OFFICE

CARRIE & KARI MAKING MONDAYS FUN!

VERA MAKING MONDAYS COUNT!

CASEY MAKING MONDAYS EXCITING!

GOWER MAKING MONDAYS

HAPPEN!

Rebecca Smith James Sheffield

SECOND QUARTER 2018 BUSINESS PROCESSING DEADLINES IMPORTANT DATES • • • •

Clean manual business received by Tuesday, June 26.

Clean census enrollment files – received by Wednesday, June 27, at 6 p.m.

New business – will continue to be processed until Friday, June 29, at 7 p.m. EST. Clean electronic business – received by Friday, June 29, at 10 p.m. EST.

YOU’RE INVITED...

OREGON/IDAHO TERRITORY Summer Meeting & Picnic Lake Oswego, OR Thursday, July 19, 2018 Boise, ID Friday, July 27, 2018 Invitations were emailed June 11.

Please RSVP here by July 2, 2018 See you there!

This Week’s New Cases Opened by: Vera Jackson—1/2 case Casey Rathmanner Carrie Ray Garry Weiner—1/2 case

2019 President's Club and Leaders Conference Australia 2019 President's Club Grand Mirage Resort Port Douglas, Australia March 4-7, 2019 Qualify for President’s Club, and you’ll be able to experience both reef and rainforest in the tropical Port Douglas, Australia. Slow down at the Grand Mirage Resort with lagoon pools, beach access and golf with a reef nine and mountain nine. With dozens of local attractions, nearby destinations, shopping and entertainment, you won’t run out of adventures that Australia has to offer.

2019 Leaders Conference Four Seasons Sydney, Australia March 7-12, 2019 While exploring one of Australia’s largest cities, you’ll find picturesque beaches, the sparkling harbor, numerous gardens and more. The Four Seasons will have views of iconic landmarks, the harbor bridge and Sydney Opera House. Experience the best of Sydney from markets to surfing, operas, wine country and more. This will be the trip of a lifetime.

Keep an eye out for the qualifications and guidelines coming soon, and pump up your sales so you can go down under.

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

$54,026.14

Bringhurst, Angela

$19,634.11

Alley, Mike

$38,549.48

Rathmanner, Casey

$14,010.25

Bringhurst, Steve

$19,710.60

Bilgen, Lisa

$11,155.32

Top 15 Openers

Week 25 Sales

Top 15 Benefit Counselors

WK 25 Net Sales Credits

Brink, Don

$18,452.77 Isaacson, Stephanie

6,914

Bringhurst, Angela

$17,349.19 Wollen, Gordon

5,364

Thurston, Doug

$9,455.45 Kunkler, Karen

4,755

Rathmanner, Casey

$9,183.31 Buschman, Roxana

3,547

Pines, Zara

$6,747.48 Leach, Susan

3,202

Bryant, Margaret

$6,614.33 Bringhurst, Braydon

1,839

Jackson, Vera

$4,746.00 Losada Monroy, Raquel

1,508

Weiner, Garry

$4,746.00 Bilgen, Lisa

1,412

Kartub, Doug

$4,599.87 Moote, Elizabeth

1,334

Shklayvel, Natasha

$4,139.70 Morgester, Christine

1,223

Gifford, Troy

$3,624.24 Kramer, Cassandra

960

Dickson, Brian

$3,269.82 Wolf, Bennett

921

Shipman, Jeff

$2,999.30 Taylor, Thomas

706

Wolf, Bennett

$2,631.00 Gifford, Troy $2,505.29 Blair, Bill

622

Jones, Eric

565

Quarter to Date Numbers (as of Week 25)

QTD Top DGA’s by % of Plan

QTD Top ADM’s by % of Plan

Alley, Mike

222.1%

Bringhurst, Angela

515.9%

Cornett, Kevin

218.8%

Bilgen, Lisa

250.1%

Bringhurst, Steve

196.2%

Shipman, Jeff

146.8%

Top 15 Openers

QTD - 2018 Sales

Top 15 Benefit Counselors

QTD Total Net Sales Credit

Bringhurst, Angela

$250,518.04 Isaacson, Stephanie

40,413

Brink, Don

$187,874.73 Kunkler, Karen

36,972

Bryant, Margaret

$91,014.21 Morgester, Christine

33,536

Thurston, Doug

$86,310.42 Leach, Susan

29,241

Pines, Zara

$81,905.66 Losada Monroy, Raquel

25,610

Rathmanner, Casey

$77,637.55 Buschman, Roxana

20,926

Campbell, Branden

$71,710.08 Bringhurst, Braydon

20,114

Shipman, Jeff

$70,727.89 Wollen, Gordon

18,488

Jones, Eric

$52,410.20 Myers, Jan

18,269

Kartub, Doug

$47,163.69 Brink, Don

17,486

Griffeth, Jeff

$46,433.86 Gifford, Troy

13,985

Bilgen, Lisa

$46,234.71 Wolden, Julie

13,666

Grimes, Stan

$42,790.77 Griffeth, Jeff

11,668

Gifford, Troy

$39,885.51 Rasmussen, Kelley

10,980

Taylor, Mary

$35,761.22 Kramer, Cassandra

10,906

Year to Date Numbers (as of Week 25)

YTD Top DGA’s by % of Plan

YTD Top ADM’s by % of Plan

Bringhurst, Steve

98.8% Bringhurst, Angela

Alley, Mike

59.9% Bilgen, Lisa

69.3%

Cornett, Kevin

37.9% Canals, Gabriel

57.1%

Top 15 Openers

YTD - 2018 Sales

Top 15 Benefit Counselors

148.9%

YTD Total Net Sales Credit

Brink, Don

$331,469.24

Isaacson, Stephanie

87,567

Bringhurst, Angela

$294,697.30

Kunkler, Karen

68,328

Pines, Zara

$176,820.70

Leach, Susan

53,020

Thurston, Doug

$143,333.64

Buschman, Roxana

51,640

Bryant, Margaret

$106,594.13

Morgester, Christine

44,953

Gifford, Troy

$101,647.18

Losada Monroy, Raquel

42,521

Dickson, Brian

$91,555.02

Wollen, Gordon

35,140

Shipman, Jeff

$86,533.80

Wolden, Julie

29,991

Rathmanner, Casey

$85,163.87

Bringhurst, Braydon

29,339

Jones, Eric

$84,429.10

Griffeth, Jeff

26,376

Campbell, Branden

$83,033.58

Myers, Jan

24,952

Griffeth, Jeff

$79,036.49

Gifford, Troy

23,671

Waldram, Matthew

$70,555.86

Brink, Don

23,438

Bilgen, Lisa

$69,854.61

Jones, Eric

23,078

Day, Eric

$65,832.27

Waldram, Matthew

18,879

2nd Qtr Cases 2018 Goal:

37 2018 Actual:

67

181%

2018 Cases 2018 Goal:

249 2018 Actual:

130

52.2% 2nd Qtr Premium 2018 Goal:

$1,417,004 2018 Actual:

$1,871,169

132% 2018 Premium 2018 Goal

$8,791,000 2018 Actual:

$3,283,378

37.3%

THE CORE TEAM

Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com

Chelsey Dorr Territory Recruiter 503.416.0553 (office) 971.330.1148 (cell) CDorr@ColonialLife.com

Gower Talley Territory Instructor 503.416.0554 (office) 503.593.8356 (cell) GTalley@ColonialLife.com

Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com

5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550