Oregon Idaho Pioneers June 2, 2020 October 6, 2016
Dana Ramirez Ken Welker
New Cases Opened This Week: Laurie Hansen Jeff Shipman (2 cases)
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 22)
WTD Top ADM’s
WTD Top DGA’s Alley, Mike
$36,695.58
Shipman, Jeff
$24,010.92
Thurston, Doug
$31,829.04
Taylor, Mary
$11,871.84
Marquess, Rick
$11,871.84
Canals, Gabriel
$10,123.86
Top 15 Openers
Week 22 Sales
Top 15 Benefit Counselors
WK 22 Net Sales Credits
Shipman, Jeff
$23,198.88 Cooper, Linda
4,298
Brink, Don
$10,329.18 DuPriest, Kathy
3,790
Taylor, Mary
$8,906.19 Isaacson, Stephanie
2,985
Campbell, Branden
$7,695.36 Durre, Mike
2,268
Durre, Mike
$6,480.60 Fleener, Lois
2,162
Hansen, Laurie
$6,177.96 Losada Monroy, Raquel
1,721
Bryant, Margaret
$5,194.29 Griffeth, Jeff
1,360
Griffeth, Jeff
$3,886.80 Granja Flores, Hugo
1,135
Bilgen, Lisa
$2,554.98 Campbell, Branden
884
Ray, Carrie
$2,250.96 Wolden, Julie
817
Granja Flores, Hugo
$1,832.16 Kartub, Doug
794
Kartub, Doug
$1,741.20 Kunkler, Karen
711
Harris, Leslie
$1,581.00 Buschman, Roxana
680
Spetman, Jeremy
$1,411.32 Morgester, Christine
630
Boutwell, Gladys
$1,393.80 Taylor, Todd
515
Quarter to Date Numbers (as of Week 22)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
58.6%
Ray, Carrie
62.7%
Maxwell, Denise
54.6%
Shipman, Jeff
49.3%
Rathmanner, Casey
40.7%
Fox, Amber
34.6%
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$426,840.50 Isaacson, Stephanie
QTD Total Net Sales Credit 28,877
Bryant, Margaret
$34,867.45 Kunkler, Karen
24,665
Shipman, Jeff
$31,392.47 Leach, Susan
16,012
Ford, Brook
$28,302.84 Losada Monroy, Raquel
14,694
Campbell, Branden
$25,600.68 Miller, Tricia
13,136
McGill, Nate
$15,163.68 Wolden, Julie
12,817
Taylor, Mary
$13,305.75 Brink, Don
12,521
Bilgen, Lisa
$11,671.50 DuPriest, Kathy $11,591.52 Ford, Brook
11,587
Durre, Mike
7,766
6,596
Ray, Carrie
$11,503.56 Gifford, Troy $11,292.66 Fleener, Lois
Griffeth, Jeff
$9,583.40 Durre, Mike
5,546
Spetman, Jeremy
$9,129.42 Buschman, Roxana
5,413
Fleener, Lois
$9,045.42 Cooper, Linda
5,313
Beck, Kate
$7,139.52 Morgester, Christine
4,949
Perry, Diane
5,969
Year to Date Numbers (as of Week 22)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
46.2% Bilgen, Lisa
58.0%
Thurston, Doug
27.0% Ray, Carrie
31.4%
Maxwell, Denise
22.0% Gifford, Troy
26.4%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$614,709.21
Isaacson, Stephanie
96,499
Bryant, Margaret
$289,830.06
Kunkler, Karen
66,806
Bilgen, Lisa
$210,977.97
Losada Monroy, Raquel
57,773
Gifford, Troy
$50,429.05
DuPriest, Kathy
30,219
Bringhurst, Angela
$45,990.27
Leach, Susan
26,904
Campbell, Branden
$44,641.32
Brink, Don
26,740
Shipman, Jeff
$38,807.25
Buschman, Roxana
23,963
Ray, Carrie
$36,426.69
Wollen, Gordon
23,520
Pines, Zara
$33,828.57
Gifford, Troy
20,806
Taylor, Mary
$32,863.39
Peterson, Kimberly
20,305
Thurston, Derek
$32,155.26
Wolden, Julie
19,037
Ballweber, Theresa
$28,321.51
Ford, Brook
18,552
Stewart-Reehl, Deb
$24,150.67
Parsons, Kate
15,438
Harris, Leslie
$23,877.51
Taylor, Todd
14,299
Bowley, Alyssa
$21,907.17
Miller, Tricia
13,646
Year to Date Numbers (as of Week 22)
Top 5 Coordinators
WK 22 Net Sales Credits
Talburt, Marci
3,712
Ballweber, Theresa
2,978
Taylor, Stacie
982
Gross, Lynsay
744
Durre, Mike
648
Top 5 Coordinators
QTD Total Net Sales Credit
Ballweber, Theresa
51,578
Talburt, Marci
11,168
Bryant, Margaret
5,474
Gross, Lynsay
3,776
Buschman, Roxana
1,949
Top 5 Coordinators
YTD Total Net Sales Credit
Ballweber, Theresa
103,574
Bryant, Margaret
49,256
Talburt, Marci
34,638
Gross, Lynsay
8,751
Gifford, Troy
8,092
2nd Qtr Cases 2020 Goal:
95 2020 Actual:
24
25.2%
2020 Cases 2020 Goal:
435 2020 Actual:
63
14.4% 2nd Qtr Premium 2020 Goal:
$2,224,997 2020 Actual:
$920,437
41.3% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$2,769,556
24.4%
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