June 28, 2022 SECOND QUARTER 2022 BUSINESS SUBMISSION DEADLINES Second quarter new contract submission deadline -- Friday, June 24 The last day to submit completed new producer and new manager con-tracts to count toward second quarter recruiting goals is Friday, June 24. For the contract to be considered complete, the new producer or manager must have taken the market conduct test, have a license and background issues need to be explained, if applicable. We'll process contracts received after Friday, June 24, in the order received, but this doesn't guarantee processing for second quarter. Be aware different jurisdictions have varying turnaround times for background checks. For an easier, fast-er and paperless contracting system, visit the Online Contracting page. Review contracts submitted online 24/7 on your online dashboard. Questions? E-mail Contracts@ColonialLife.com.
Second quarter processing deadlines • Clean census enrollment files -- received by Thursday, June 23, at 6 p.m. ET • Clean manual business -- received by Wednesday, June 29, at 6 p.m. ET • New business -- will continue to be processed until Friday, July 1, at 7 p.m. ET • Clean electronic business -- received by Friday, July 1, at 10 p.m. ET. Important note: As we have done at the end of every quarter, the home office will automatically submit outstanding Harmony business for completed enrollments with coverage effective dates up to and including June 30, 2022, on the last business day of the quarter, July 1, 2022, starting at 3 p.m. EST. Be aware, if you have business that should NOT be submitted, your VPS needs to inform the home office before June 30, 2022, at 10 p.m. EST. Those requests need to be sent to HOBusiness.Submit@ColonialLifeSales.com.
“My life is like a stroll upon the beach, as near to the ocean’s edge as I can go.” – Henry David Thoreau
Results as of Week 25
Results as of Week 25
New Cases Opened This Week:
C = Construction M = Manufacturing W = Wholesale
Cagney Erickson (2 cases)
G = Grocery
David Goshien
CG = City Government
Krista Runtz C
E = Educator
2023 PRESIDENT'S CLUB AND LEADERS CONFERENCE GREECE, WELCOME ABOARD 2023 President's Club Four Seasons Astir Palace Hotel Athens, Greece May 6-8, 2023 Qualify for the 2023 President’s Club and experience two nights of 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 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. 2023 Leaders Conference Regent Seven Seas Voyager Cruise through the Greek Isles & Turkey May 8-14, 2023 Qualify for this trip and you’ll watch the Aegean Sea from your private balcony on the allsuite 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!
Field Development is excited to host four field-supporting schools Date Home Office School in 2022: •
Advanced Rep School
•
ADM New Manager School
•
DGA New Manager School
•
Newly-revamped ADM/DGA Partnership Training
April 5
Advanced Rep School
April 19
ADM New Manager School
May 17
DGA New Manager School
July 12
Advanced Rep School
July 19
ADM New Manager School
July26
ADM/DGA Partnership
Aug 16
DGA New Manager School
Each school focuses on how reps and managers can increase their productivity while growing their business through leadership, recruiting and development, and following the fundamentals of our business. Field leaders and consultants will present and drive content for each school along with home office subject matter experts. Schools will begin in second quarter, specific qualifications for each school must be met in order to attend. The schools are an opportunity for our reps and managers to leverage their peers for best practice sharing and overcoming stumbling blocks.
For qualifications, visit Propr, or check out the video: https://player.vimeo.com/
video/689042130
Week to Date Numbers (as of Week 25) Names in blue denote agents within first 52 weeks.
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$104,085.85
Naugle, Ty
$30,786.78
Runtz, Joe
$8,905.11
Top 15 Openers Brink, Don
Week 25 Sales
Curry, John
$26,317.32
Canals, Gabriel
$19,363.26
Weiland, Abigail
$4,060.56
Top 15 Benefit Counselors
$45,374.01 Hadlock, Melissa
WK 25 Net Sales Credits 5,708
Erickson, Cagney
$22,240.08 Isaacson, Stephanie
4,665
Campbell, Branden
$12,802.44 Kinney, David
4,494
Bryant, Margaret
$10,199.89 Losada Monroy, Raquel
4,016
Runtz, Krista
$4,564.74 Hadlock, Ken
3,964
Goshien, David
$3,405.36 Buschman, Roxana
3,850
Ballweber, Theresa
$2,798.04 Kunkler, Karen
3,166
Betz, Wes
$2,447.37 Cottle, Craig
2,263
Wollen, Gordon
$2,152.44 Peterson, Kimberly
1,926
Otis, Shawn
$2,081.01 Maccabee, Amber
1,568
Curry, John
$2,075.52 Fleener, Lois
1,372
Taylor, Mary
$1,515.56 Wollen, Gordon
1,228
Taylor, Todd
$1,432.73 Otis, Marci
728
Fleener, Lois
$1,185.60 Morgester, Christine
538
Day, Terra
$1,067.94 Bonner, Lynn
389
Quarter to Date Numbers (as of Week 25)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Naugle, Ty
258.7%
Curry, John
333.4%
Runtz, Joe
206.0%
Weiland, Abigail
208.6%
Maxwell, Denise
141.8%
Canals, Gabriel
129.2%
Top 15 Openers Brink, Don
QTD - 2022 Sales
Top 15 Benefit Counselors
$734,900.08 Kinney, David
QTD Total Net Sales Credit 70,386
Campbell, Branden
$112,138.38 Isaacson, Stephanie
48,267
Bryant, Margaret
$106,667.49 Hadlock, Ken
46,490
Bilgen, Lisa
$67,201.35 Losada Monroy, Raquel
43,526
Thurston, Derek
$41,400.66 Kunkler, Karen
33,117
Erickson, Cagney
$39,678.15 Maccabee, Amber
31,236
Mitchell, Jeff
$36,603.84 Smith, Pamela
27,876
Webb, Tiffany
$36,444.36 Cottle, Craig
26,022
Runtz, Krista
$29,984.43 Miller, Tricia
23,164
Betz, Wes
$29,775.36 Buschman, Roxana
19,109
Steele, Andrew
$27,399.60 Mitchell, Jeff
12,811
Curry, John
$26,996.73 Morrison, Robert
11,458
Maltos-Morales, Ashley
$26,732.76 Runtz, Krista
11,046
Talburt, Marci
$25,265.19 Hadlock, Melissa
10,990
Weiland, Abigail
$22,570.25 Fleener, Lois
10,709
Year to Date Numbers (as of Week 25)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Naugle, Ty
69.9% Weiland, Abigail
77.6%
Maxwell, Denise
53.1% Curry, John
74.7%
Thurston, Doug
40.8% Otis, Marci
40.8%
Top 15 Openers Brink, Don
YTD - 2022 Sales $1,149,492.21
Top 15 Benefit Counselors Kinney, David
YTD Total Net Sales Credit 106,687
Bryant, Margaret
$221,692.47
Isaacson, Stephanie
85,048
Campbell, Branden
$200,278.29
Losada Monroy, Raquel
78,305
Bilgen, Lisa
$80,534.88
Kunkler, Karen
68,836
Webb, Tiffany
$69,671.58
Hadlock, Ken
52,093
Betz, Wes
$68,270.37
Maccabee, Amber
52,075
Runtz, Krista
$62,043.11
Smith, Pamela
38,409
Thurston, Derek
$50,104.68
Buschman, Roxana
32,691
Curry, John
$46,117.05
Miller, Tricia
30,224
Talburt, Marci
$45,241.48
Cottle, Craig
26,022
Gifford, Troy
$44,864.86
Gifford, Troy
20,607
Day, Terra
$42,623.97
Runtz, Krista
19,114
Bringhurst, Angela
$42,414.05
Betz, Wes
17,600
Erickson, Cagney
$39,678.15
Morrison, Robert
13,583
Mitchell, Jeff
$36,603.84
Mitchell, Jeff
13,519
Year to Date Numbers (as of Week 25) Top 5 Coordinators
WK 25 Net Sales Credits
Ballweber, Theresa
8,245
Talburt, Marci
3,016
Bryant, Margaret
976
Bonner, Lynn
399
Fleener, Lois
119
Top 5 Coordinators Ballweber, Theresa
QTD Total Net Sales Credit 110,988
Talburt, Marci
33,756
Bryant, Margaret
10,823
Bonner, Lynn
5,788
Mitchell, Jeff
2,818
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 180,817
Talburt, Marci
50,011
Bryant, Margaret
22,909
Bonner, Lynn
14,511
Gifford, Troy
6,218
2nd Qtr Cases 2022 Goal:
73 2022 Actual:
48
65.7%
2022 Cases 2022 Goal:
350 2022 Actual:
83.5 cases 23.8% 2nd Qtr Premium 2022 Goal:
$1,978,000 2022 Actual:
$2,120,751
107.2% 2022 Premium 2022 Goal
$9,950,000 2022 Actual: $3,674,685
36.9%
THE CORE TEAM Eric Weiland Territory Sales Manager 503.329.3168 (cell) 503.416.0552 (office) EWeiland@ColonialLife.com
Colton Phillips Recruiting Consultant 530-440-8514 (cell) CPhillips@ColonialLife.com
Stefanie Jacobs Territory Executive Assistant 503.416.0551 (office) Sjacobs2@ColonialLife.com
Tom Chambers Territory Sales Trainer 503-706-2099 (cell) TChambers@ColonialLife.com
Kimberly Dustin Regional Broker Manager 503-798-3162 (cell) Kdustin@ColonialLife.com
5285 Meadows Road, Ste. 370 Lake Oswego, OR 97035 Main Line: 503.416.0550