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