Oregon Idaho Pioneers June 30, 2020 October 6, 2016
DENTAL 101 WEBINAR
THURSDAY, JULY 16 AT 2 P.M. EST Please join Senior Dental & Vision Specialists, Heather Phipps and Pete Stam, for a one-hour training webinar on Colonial Life Dental PPO. Learn how to position dental in the market, what makes our dental product unique and strategies for using dental to hit sales plan. Date: Thursday, July 16 at 2 p.m. EST (Click the event under Recommended Items to save the webinar to your calendar) Link to the Teams Live Event: https://liveevent.coloniallife.com/Dental • • • •
We will be using Teams Live We will be showing PowerPoint presentation during this call There is NO audio dial-in for this call – you must access the call via the Teams Live Event link above If you have questions during the call, you may use the Q&A box
If you are unfamiliar with how to join a Teams Live Event, please review this video for instructions: https://rebrand.ly/How-to-Join-a-Teams-Live-Event
OPEN ENROLLMENT FOR COLONIAL LIFE PRODUCTS Beginning July 1, 2020, members of the sales organization can enroll in Colonial Life products. The open enrollment runs through July 24. Sales reps will also receive commission on their enrollment. This enrollment is for new coverage only. Salespeople are eligible for individual plans with standard underwriting. To help streamline your application process, this enrollment is set up through the Call Center. Using the following information, a call center representative will assist you in your application: Enrollment phone number: (866) 580-6813 Availability: Monday through Friday from 8 a.m. to 8 p.m. EST.
Max Petkevicius
New Cases Opened This Week: Margaret Bryant
Chris Meyers
Jeffrey Fogelquist
Carrie Ray
Denise Maxwell
Jason Stubbs
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 26)
WTD Top ADM’s
WTD Top DGA’s Thurston, Doug
$44,570.52
Daniels, Joel
$13,574.04
Maxwell, Denise
$14,502.60
Ray, Carrie
$10,449.24
Attebery, Shane
$14,162.52
Stubbs, Jason
Top 15 Openers
Week 26 Sales
Top 15 Benefit Counselors
$4,661.28
WK 26 Net Sales Credits
Fogelquist, Jeffrey
$13,574.04 Fogelquist, Jeffrey
4,751
Brink, Don
$13,367.32 DuPriest, Kathy
4,241
Bryant, Margaret
$11,384.76 Isaacson, Stephanie
3,198
Ray, Carrie
$9,696.36 Morgester, Christine
2,627
Stubbs, Jason
$4,661.28 Fleener, Lois
2,149
Wollen, Gordon
$3,953.40 Ford, Brook
2,140
Taylor, Mary
$3,492.31 Kunkler, Karen
1,855
Meyers, Chris
$2,970.96 Peterson, Kimberly
1,825
Durre, Mike
$1,830.00 Stubbs, Jason
1,631
Canals, Gabriel
$1,793.64 Granja Flores, Hugo
1,366
Campbell, Branden
$1,540.44 Bryant, Margaret
1,362
Bilgen, Lisa
$1,482.66 Brink, Don
1,085
Camarata, Tim
$1,459.68 Meyers, Chris
1,040
Shipman, Jeff
$1,304.20 Buschman, Roxana
Day, Terra
$979.38 Wollen, Gordon
788 753
Quarter to Date Numbers (as of Week 26)
QTD Top DGA’s by % of Plan
QTD Top ADM’s by % of Plan
Thurston, Doug
93.0%
Ray, Carrie
86.8%
Maxwell, Denise
84.2%
Shipman, Jeff
64.5%
Rathmanner, Casey
73.9%
Taylor, Mary
64.2%
Top 15 Openers Brink, Don
QTD - 2020 Sales
Top 15 Benefit Counselors
$628,772.75 Kunkler, Karen
QTD Total Net Sales Credit 45,432
Bryant, Margaret
$62,415.30 Isaacson, Stephanie
41,824
Boutwell, Gladys
$55,454.52 Brink, Don
28,044
Campbell, Branden
$55,205.76 Morgester, Christine
20,586
Ford, Brook
$47,738.28 Leach, Susan
19,558
Shipman, Jeff
$40,187.94 DuPriest, Kathy
19,252
Taylor, Mary
$33,404.43 Losada Monroy, Raquel
18,405
Ray, Carrie
$24,957.70 Wolden, Julie $15,163.68 Miller, Tricia
16,474
11,034
Bilgen, Lisa
$14,460.36 Ford, Brook $14,141.28 Fleener, Lois
10,542
Bringhurst, Angela
$13,822.92 Gifford, Troy
8,263
Fogelquist, Jeffrey
$13,574.04 Camarata, Tim
6,793
Griffeth, Jeff
$13,086.71 Bryant, Margaret
6,567
Fleener, Lois
$12,770.34 Buschman, Roxana
6,269
McGill, Nate
Durre, Mike
14,863
Year to Date Numbers (as of Week 26)
YTD Top DGA’s by % of Plan
YTD Top ADM’s by % of Plan
Alley, Mike
48.9% Bilgen, Lisa
59.1%
Thurston, Doug
33.4% Ray, Carrie
35.8%
Maxwell, Denise
26.1% Gifford, Troy
27.7%
Top 15 Openers
YTD - 2020 Sales
Top 15 Benefit Counselors
YTD Total Net Sales Credit
Brink, Don
$811,233.84
Isaacson, Stephanie
Bryant, Margaret
$315,599.54
Kunkler, Karen
87,573
Bilgen, Lisa
$213,447.75
Losada Monroy, Raquel
61,484
109,447
Campbell, Branden
$74,246.40
Brink, Don
42,263
Boutwell, Gladys
$56,800.08
DuPriest, Kathy
37,884
Bringhurst, Angela
$53,587.11
Leach, Susan
30,451
Gifford, Troy
$53,100.58
Wollen, Gordon
26,164
Taylor, Mary
$51,627.16
Buschman, Roxana
24,819
Ray, Carrie
$50,091.73
Wolden, Julie
22,694
Shipman, Jeff
$47,602.72
Gifford, Troy
22,472
Pines, Zara
$39,384.39
Morgester, Christine
22,407
Thurston, Derek
$36,526.32
Ford, Brook
21,820
Ballweber, Theresa
$30,674.86
Peterson, Kimberly
21,515
Wollen, Gordon
$25,557.66
Fleener, Lois
16,204
Durre, Mike
$24,682.44
Taylor, Todd
16,140
Year to Date Numbers (as of Week 26)
Top 5 Coordinators
WK 26 Net Sales Credits
Talburt, Marci
3,866
Ballweber, Theresa
2,972
Bryant, Margaret
1,380
Gross, Lynsay
1,330
Taylor, Stacie
Top 5 Coordinators
859
QTD Total Net Sales Credit
Ballweber, Theresa
86,711
Talburt, Marci
16,950
Bryant, Margaret
8,412
Gross, Lynsay
5,097
Taylor, Stacie
4,294
Top 5 Coordinators Ballweber, Theresa
YTD Total Net Sales Credit 138,707
Bryant, Margaret
52,194
Talburt, Marci
40,420
Gross, Lynsay
10,072
Gifford, Troy
8,777
2nd Qtr Cases 2020 Goal:
95 2020 Actual:
35
36.8%
2020 Cases 2020 Goal:
435 2020 Actual:
74
17% 2nd Qtr Premium 2020 Goal:
$2,224,997 2020 Actual:
$1,473,355
66.2% 2020 Premium 2020 Goal
$11,316,000 2020 Actual:
$3,322,475
29.3%
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